The Serr Charitable Action Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Serr Charitable Action Trust. Data shown is extracted from Form 990-PF filings.
EIN: 36-7391628
Foundation Overview
Based in Chicago, IL, The Serr Charitable Action Trust has awarded 39 grants totaling $35,125,735 to organizations in Utah, California and 2 other states across the US. Individual grants range from $25,000 to $12,173,568, with a median award of $250,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 of 5 recipients (20%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
59% of grants are awarded in Utah, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within Utah, funding concentrates in Salt Lake City (70%), Salt Lake (22%), Sandy (9%).
Funding Trajectory
Strong 964% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on general purposes (91%) and environment, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Serr Charitable Action Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Utah Clean Energy | $500,000 | Salt Lake City, UT, US | To Build The Climate Innov | 2023 |
| Orange County | $500,000 | Newport Beach Ca, CA, US | Cultural Vision Fund | 2023 |
| The Chicago Community Foundation | $12,173,568 | Chicago, IL, US | Vision Fund | 2023 |
| Utah Rivers Council | $100,000 | Sandy, UT, US | General | 2023 |
| Scenic Utah | $50,000 | Salt Lake City, UT, US | To Reduce Or Eliminate Sign | 2023 |
| Utah Open Lands | $71,226 | Salt Lake, UT, US | Front & Summit Counties | 2022 |
| Orange County | $700,000 | Newport Beach Ca, CA, US | Cultural Vision Fund | 2022 |
| The Chicago Community Foundation | $4,675,000 | Chicago, IL, US | Vision Fund | 2022 |
| Heal Utah | $120,000 | Salt Lake City, UT, US | General | 2022 |
| Salt Lake Film Society | $150,000 | Salt Lake City, UT, US | General | 2022 |
| Utah Symphony Utah Opera | $250,000 | Salt Lake City, UT, US | General | 2022 |
| The Grand Canyon Trust | $250,000 | Flagstaff, AZ, US | General | 2022 |
| Utah Open Lands | $71,226 | Salt Lake, UT, US | Front & Summit Counties | 2022 |
| Orange County | $700,000 | Newport Beach Ca, CA, US | Cultural Vision Fund | 2022 |
| The Chicago Community Foundation | $4,675,000 | Chicago, IL, US | Vision Fund | 2022 |
| Heal Utah | $120,000 | Salt Lake City, UT, US | General | 2022 |
| Salt Lake Film Society | $150,000 | Salt Lake City, UT, US | General | 2022 |
| Utah Symphony Utah Opera | $250,000 | Salt Lake City, UT, US | General | 2022 |
| The Grand Canyon Trust | $250,000 | Flagstaff, AZ, US | General | 2022 |
| Utah Open Lands | $71,226 | Salt Lake, UT, US | Front & Summit Counties | 2022 |
| Orange County | $700,000 | Newport Beach Ca, CA, US | Cultural Vision Fund | 2022 |
| The Chicago Community Foundation | $4,675,000 | Chicago, IL, US | Vision Fund | 2022 |
| Heal Utah | $120,000 | Salt Lake City, UT, US | General | 2022 |
| Salt Lake Film Society | $150,000 | Salt Lake City, UT, US | General | 2022 |
| Utah Symphony Utah Opera | $250,000 | Salt Lake City, UT, US | General | 2022 |
| The Grand Canyon Trust | $250,000 | Flagstaff, AZ, US | General | 2022 |
| Utah Open Lands | $25,000 | Salt Lake, UT, US | Front & Summit Counties | 2021 |
| Utah Clean Energy | $350,000 | Salt Lake City, UT, US | A.h.e. Cultural Initiative | 2021 |
| Orange County | $826,000 | Newport Beach Ca, CA, US | Cultural Vision Fund | 2021 |
| The Chicago Community Foundation | $372,074 | Chicago, IL, US | Vision Fund | 2021 |
| Heal Utah | $120,000 | Salt Lake City, UT, US | General | 2021 |
| Southern Utah Wilderness Alliance | $150,000 | Salt Lake City, UT, US | General | 2021 |
| Wasatch Mountain Club Foundation | $58,000 | Salt Lake City, UT, US | General | 2021 |
| Utah Open Lands | $225,000 | Salt Lake, UT, US | Front & Summit Counties | 2020 |
| Orange County | $250,000 | Newport Beach Ca, CA, US | Cultural Vision Fund | 2020 |
| The Chicago Community Foundation | $238,410 | Chicago, IL, US | Vision Fund | 2020 |
| Salt Lake Film Society | $264,005 | Salt Lake City, UT, US | General | 2020 |
| The Grand Canyon Trust | $200,000 | Flagstaff, AZ, US | General | 2020 |
| Utah Rivers Council | $75,000 | Sandy, UT, US | General | 2020 |
Foundations Similar to The Serr Charitable Action Trust
Discover 5 foundations with comparable assets ($28,974,454-$34,648,899), similar grant patterns, and geographic focus in IL that may also align with your organization's funding needs and grant seeking strategy.
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Florence C Gregory Charitable Tr(t)
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B H Homan Jr Tr Xxxxx3001
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The John D Brubaker Family Foundation
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Contact Information
Official contact details for The Serr Charitable Action Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 36-7391628 |
| Website | N/A |
| Address | PO BOX 803878 Chicago, IL 60680-3878 |
Key People (1)
Board members, trustees, and key staff who oversee The Serr Charitable Action Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Northern Trust Company |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Serr Charitable Action Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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