Serra Foundation
Serra Foundation is a private foundation focused on Human Services, based in Birmingham, AL. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 6 grants totaling $115K. Net investment income was $70K.
Serra Foundation at a glance
In short: Serra Foundation gave $115K across 6 grants in 2025 (avg $19K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $115,000
- -48.9% vs 2024
- Grants made (2025)
- 6
- +200.0% vs 2024
- Average grant
- $19,167
- -83.0% vs 2024
- Median grant
- $15,000
- Total assets
- $2,888,991
- +7.7% vs 2024
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Serra Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Boys & Girls Clubs of Central Alabama ($50K). Together the top 6 received $115K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 8 grants of 10 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Serra Foundation gives
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2023 to 2025, annual grant giving ranged from $35K (2023) to $225K (2024). In 2025 it made 6 grants totaling $115K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Clubs of Central Alabama Hueytown, AL | General Fund | $50,000 |
| John Carroll Catholic High School Birmingham, AL | General Fund | $15,000 |
| St Mary's Catholic Church Fairfield, AL | General Fund | $15,000 |
| The Lovelady Center Birmingham, AL | General Fund | $15,000 |
| Alabama Institute for the Deaf & Blind Talladega, AL | General Fund | $10,000 |
| Holy Family Cristo Rey Catholic High School Birmingham, AL | General Fund | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,888,991 | $357,697 | $152,383 | $115,000 | 6 | $115,000 | $70,314 | $134,192 |
| 2024 | $2,683,677 | $166,108 | $239,102 | $225,000 | 2 | $225,000 | $105,756 | $137,798 |
| 2023 | $2,756,671 | $2,479,458 | $42,800 | $35,000 | 2 | $35,000 | — | $85,774 |
| 2022 | $320,013 | $320,013 | — | — | — | — | $13 | $1,313 |
Under IRS private-foundation payout rules, Serra Foundation reported a distributable amount of $134K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Serra Foundation is led by Anthony F. Serra, President & Director on every filing since 2022; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Anthony F. Serra
President & Director
On filings since 2022
1 hr/week
No compensation reported
Kristina Serra
Secretary & Director
On filings since 2022
1 hr/week
No compensation reported
Margaret Serra
Vice President & Director
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Serra Foundation
How much does Serra Foundation give each year?
Serra Foundation gave $115K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $225K across 2 grants.
What is Serra Foundation's typical grant size?
Serra Foundation's median grant in 2025 was $15,000, and its average grant was $19,167, across 6 grants on its 2025 IRS Form 990-PF.
Where does Serra Foundation give grants?
Serra Foundation gives mostly in Alabama: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Birmingham, AL (3 grants).
Does Serra Foundation give general operating support?
Yes: 100% of Serra Foundation's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Serra Foundation's largest grantees?
Serra Foundation's largest 2025 grantees include Boys & Girls Clubs of Central Alabama ($50,000), John Carroll Catholic High School ($15,000) and St Mary's Catholic Church ($15,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Serra Foundation?
Serra Foundation reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $115K in qualifying distributions that year, against a required minimum of $134K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Serra Foundation?
Serra Foundation is a private foundation focused on Human Services, based in Birmingham, AL. It holds $2.9M in total assets as of 2025.
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 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 10, 2024)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2022–2024
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