The Serr Charitable Action Trust
EIN 367391628
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$22.7M
25 grants · $5.7M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$238K
typical big bets · $120K–$372K
grant size
67%
deep partner · 8/12 multi-year
repeat
$30.8M
Assets (2023)
12
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(312) 630-6000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $1.3M | $35.2M | $12.3M | 6 |
| 2021 | $1.9M | $54.8M | $22.3M | 7 |
| 2022 | $6.2M | $38.2M | $110K | 7 |
| 2023 | $13.3M | $30.8M | $1.7M | 5 |
Grant Size Distribution
Based on 25 grants on record
Minimum
$25K
25th Pctl
$120K
Median
$238K
Average
$908K
75th Pctl
$372K
Maximum
$12.2M
Geographic Distribution
Officers & Directors
NC
Northern Trust Company
4+ yrs
Trustee
NC
Northern Trust Company
4+ yrs
Trustee
NC
Northern Trust Company
4+ yrs
Trustee
NC
Northern Trust Company
4+ yrs
Trustee
Grants Awarded (25 total)
| Purpose | ||||
|---|---|---|---|---|
| The Chicago Community Foundation | Chicago, IL | $12,173,568 | VISION FUND | 2023 |
| The Chicago Community Foundation | Chicago, IL | $4,675,000 | VISION FUND | 2022 |
| Orange County | Newport Beach Ca, CA | $826,000 | CULTURAL VISION FUND | 2021 |
| Orange County | Newport Beach Ca, CA | $700,000 | CULTURAL VISION FUND | 2022 |
| Utah Clean Energy | Salt Lake City, UT | $500,000 | TO BUILD THE CLIMATE INNOV | 2023 |
| Orange County | Newport Beach Ca, CA | $500,000 | CULTURAL VISION FUND | 2023 |
| The Chicago Community Foundation | Chicago, IL | $372,074 | VISION FUND | 2021 |
| Utah Clean Energy | Salt Lake City, UT | $350,000 | A.H.E. CULTURAL INITIATIVE | 2021 |
| Salt Lake Film Society | Salt Lake City, UT | $264,005 | GENERAL | 2020 |
| Orange County | Newport Beach Ca, CA | $250,000 | CULTURAL VISION FUND | 2020 |
| Utah Symphony Utah Opera | Salt Lake City, UT | $250,000 | GENERAL | 2022 |
| The Grand Canyon Trust | Flagstaff, AZ | $250,000 | GENERAL | 2022 |
| The Chicago Community Foundation | Chicago, IL | $238,410 | VISION FUND | 2020 |
| Utah Open Lands | Salt Lake, UT | $225,000 | FRONT & SUMMIT COUNTIES | 2020 |
| The Grand Canyon Trust | Flagstaff, AZ | $200,000 | GENERAL | 2020 |
| Southern Utah Wilderness Alliance | Salt Lake City, UT | $150,000 | GENERAL | 2021 |
| Salt Lake Film Society | Salt Lake City, UT | $150,000 | GENERAL | 2022 |
| Heal Utah | Salt Lake City, UT | $120,000 | GENERAL | 2021 |
| Heal Utah | Salt Lake City, UT | $120,000 | GENERAL | 2022 |
| Utah Rivers Council | Sandy, UT | $100,000 | GENERAL | 2023 |
| Utah Rivers Council | Sandy, UT | $75,000 | GENERAL | 2020 |
| Utah Open Lands | Salt Lake, UT | $71,226 | FRONT & SUMMIT COUNTIES | 2022 |
| Wasatch Mountain Club Foundation | Salt Lake City, UT | $58,000 | GENERAL | 2021 |
| Scenic Utah | Salt Lake City, UT | $50,000 | TO REDUCE OR ELIMINATE SIGN | 2023 |
| Utah Open Lands | Salt Lake, UT | $25,000 | FRONT & SUMMIT COUNTIES | 2021 |