Serra Foundation

BIRMINGHAM, AL EIN: 92-0876450

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

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

1states

States

Cities

BirminghamHoover

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$682K$1M$2M$3M202220232024
Metric202420232022
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

$0$56K$113K$169K$225K0 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

BOYS & GIRLS CLUBS OF CE…$200KSAINT ROSE ACADEMY$25K

Grant Size Distribution

4 grants across all recorded years

3<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANTHONY F SERRAPRESIDENT/DIRECTOR1
MARGARET SERRAVICE PRESIDENT/DIRECTOR1
KRISTINA SERRASECRETARY/DIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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