The Lewis J & Clelia M Serventi Family Foundation is a private, tax-exempt grantmaking foundation established in 1997 and based in Perry, New York. The foundation operates as a domestic not-for-profit corporation under New York jurisdiction, serving as a vehicle for philanthropic giving by the Serventi family.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16.1M
+24.9% YoY
Annual Giving
$584K
+2.2% YoY
Grant Count
33
+3.1% YoY
Avg Grant Size
$18K
-0.9% YoY
Mission & Focus Areas
The foundation is designated as a 501(c)(3) organization focused on philanthropy and grantmaking. Primary funding areas include education, human services, and community development, with particular emphasis on supporting institutions and causes in the regions where the Serventi family has deep roots.
Grantmaking
The foundation maintains modest but consistent grantmaking activity. As of 2023, the foundation distributed $653,000 in expenses against $449,000 in revenue. Grant awards typically range from $500 to $200,000, with median grants around $5,500.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in New York, Pennsylvania, and Wyoming, reflecting the family's historical connections to these regions, particularly the Perry, New York area and Pennsylvania communities.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $12.9 million
- Total Liabilities: $0
- Annual Expenses: $653,000
- Annual Revenue: $449,000
The foundation maintains a substantial asset base relative to its annual distribution levels, indicating a long-term approach to grantmaking.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,130,744 | $12,915,967 | $10,708,789 |
| Revenue | $591,505 | $449,463 | $299,545 |
| Expenses | $722,487 | $652,898 | $720,536 |
| Qualifying Distributions | $585,891 | $573,100 | $644,963 |
| Net Investment Income | $462,126 | $372,419 | $226,875 |
| Distributable Amount | $716,619 | $586,471 | $574,942 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
165 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation was established by Lewis J. Serventi (December 6, 1921 – April 11, 2017) and his wife Clelia "Cleo" Martinelli Serventi (April 20, 1920 – July 5, 2017). Lewis J. Serventi served as the foundation's process agent and primary contact. The couple was married for 73 years and raised two daughters.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARY MICHELE RECHBERGER | PRESIDENT | 0.1 | — |
| EDWARD H RECHBERGER IV | V.P./ TREASURER | 6 | — |
Contact Information
Mailing Address: One Lincoln Avenue, P.O. Box 30 Perry, New York 14530
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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