Serena Foundation Inc
BURLINGTON, VT EIN: 27-2994814
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$48.9M
+3.1% YoY
Annual Giving
$2.8M
+35.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$2.8M
+35.3% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $48,890,449 | $47,433,989 | $42,451,035 |
| Revenue | $1,176,756 | $928,735 | $1,666,630 |
| Expenses | $3,284,220 | $2,533,084 | $2,723,027 |
| Qualifying Distributions | $3,011,926 | $2,263,507 | $2,377,231 |
| Net Investment Income | $993,534 | $660,985 | $1,381,557 |
| Distributable Amount | $2,479,217 | $2,218,401 | $2,356,723 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Serena Foundation Inc fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| AUSTIN HART CO DINSE PC | PRESIDENT | 2.5 | $15,000 |
| WALLACE TAPIA CO DINSE PC | TREASURER | 3.5 | $15,000 |
| F RENDOL BARLOW CO DINSE PC | SECRETARY | 1 | $15,000 |
| MEREDITH MURPHY CO DINSE PC | ASSISTANT TREASURER - BEGAN 5/16/24 | 1 | — |
| E RUSSELL PEACH IV CO DINSE PC | ASSISTANT TREASURER - THRU 6/27/24 | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Ohio $11.6M (100%)
States
Cities
Cincinnati
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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