Serena Foundation Inc
Serena Foundation Inc is a private foundation, based in Burlington, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $48.9M in total assets. In 2024, it awarded 1 grant totaling $2.8M. Net investment income was $994K.
Serena Foundation Inc at a glance
In short: Serena Foundation Inc gave $2.8M across 1 grant in 2024 (avg $2.8M), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,843,499
- +35.3% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $2,843,499
- +35.3% vs 2023
- Median grant
- $2,843,499
- Total assets
- $48,890,449
- +3.1% vs 2023
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Serena Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Fidelity Charitable Gift Fund ($2.8M).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 7 (71%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Serena Foundation Inc gives
- Giving held roughly steady from 2021 to 2024 (+13%). Method
- In 2024 it paid out 121% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.9M (2020) to $2.8M (2024). In 2024 it made 1 grant totaling $2.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Gift Fund Cincinnati, OH | Charitable (Unrestricted) | $2,843,499 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $48,890,449 | $1,176,756 | $3,284,220 | $2,843,499 | 1 | $3,011,926 | $993,534 | $2,479,217 |
| 2023 | $47,433,989 | $928,735 | $2,533,084 | $2,101,744 | 1 | $2,263,507 | $660,985 | $2,218,401 |
| 2022 | $42,451,035 | $1,666,630 | $2,723,027 | $2,266,085 | 1 | $2,377,231 | $1,381,557 | $2,356,723 |
| 2021 | $55,791,869 | $4,029,227 | $3,103,682 | $2,514,286 | 3 | $2,608,476 | $3,586,885 | $2,579,545 |
| 2020 | $48,619,258 | $3,157,505 | $2,296,757 | $1,885,000 | 1 | — | $2,836,117 | $2,064,376 |
Under IRS private-foundation payout rules, Serena Foundation Inc reported a distributable amount of $2.5M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Serena Foundation Inc is led by Austin Hart Co Dinse Pc, President on every filing since 2020; 3 of 5 officers listed in 2024 are compensated.
Officers on the 2024 filing
Austin Hart Co Dinse Pc
President
On filings since 2020
2.5 hrs/week
$13K (2020) → $15K (2024)
F. Rendol Barlow Co Dinse Pc
Secretary
On filings since 2020
1 hr/week
$13K (2020) → $15K (2024)
Wallace Tapia Co Dinse Pc
Treasurer
On filings since 2020
3.5 hrs/week
$13K (2020) → $15K (2024)
E. Russell Peach Iv Co Dinse Pc
Assistant Treasurer -
Assistant Treasurer → Assistant Treasurer -, 2024
On filings since 2020
1 hr/week
No compensation reported
Meredith Murphy Co Dinse Pc
Assistant Treasurer -
New on the 2024 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $15K, to Austin Hart Co Dinse PC (President). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Serena Foundation Inc
How much does Serena Foundation Inc give each year?
Serena Foundation Inc gave $2.8M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.1M across 1 grant.
How large is Serena Foundation Inc?
Serena Foundation Inc reported $48.9M in total assets on its 2024 IRS Form 990-PF. It paid out $3.0M in qualifying distributions that year, against a required minimum of $2.5M (roughly 5% of its investment assets).
Where does Serena Foundation Inc operate?
Serena Foundation Inc has awarded grants in Ohio.
What is Serena Foundation Inc's EIN?
Serena Foundation Inc's EIN (Employer Identification Number) is 27-2994814. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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