Serra Foundation is a private foundation focused on Human Services, based in BIRMINGHAM, AL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 2 grants totaling $225K. Net investment income was $106K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
-2.6% YoY
Annual Giving
$225K
+542.9% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$113K
+542.9% YoY
Under IRS private-foundation payout rules, Serra Foundation reported a distributable amount of $138K for 2024 — the minimum it must pay out in qualifying distributions.
About Serra Foundation
Based on IRS filings
Serra Foundation is a private foundation focused on Human Services, based in BIRMINGHAM, AL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 2 grants totaling $225K. Net investment income was $106K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,683,677 | $2,756,671 | $320,013 |
| Revenue | $166,108 | $2,479,458 | $320,013 |
| Expenses | $239,102 | $42,800 | — |
| Qualifying Distributions | $225,000 | $35,000 | — |
| Net Investment Income | $105,756 | — | $13 |
| Distributable Amount | $137,798 | $85,774 | $1,313 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Boys & Girls Clubs of Central Alabama ($200,000), Saint Rose Academy ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SAINT ROSE ACADEMY BIRMINGHAM, AL | GENERAL FUND | $25,000 |
| BOYS & GIRLS CLUBS OF CENTRAL ALABAMA BIRMINGHAM, AL | GENERAL FUND | $200,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANTHONY F SERRA | PRESIDENT/DIRECTOR | 1 | — |
| MARGARET SERRA | VICE PRESIDENT/DIRECTOR | 1 | — |
| KRISTINA SERRA | SECRETARY/DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Serra Foundation?
Serra Foundation is a private foundation focused on Human Services, based in BIRMINGHAM, AL. It holds $2.7M in total assets as of 2024.
How large is Serra Foundation?
As of 2024, Serra Foundation holds $2.7M in total assets with $166K in annual revenue. It awarded 2 grants totaling $225K in 2024.
Where does Serra Foundation operate?
Serra Foundation has awarded grants in Alabama.
What size grants does Serra Foundation award?
In 2024, Serra Foundation awarded 2 grants totaling $225K — an average of about $113K per grant, based on its IRS Form 990 filings.
How much is Serra Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Serra Foundation reported a distributable amount of $138K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Serra Foundation's EIN?
Serra Foundation's EIN (Employer Identification Number) is 92-0876450. IRS Form 990 filing data is available on this page for 2022–2024.
Explore Open Grants
Browse active grant opportunities in Serra Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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