The Serendipity Foundation

Private foundation · Grantmaker Reno, NV EIN: 47-4255384

The Serendipity Foundation is a private foundation focused on Education, based in Reno, NV. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.4M in total assets. In 2025, it awarded 1 grant totaling $212K. Net investment income was $10K.

Key facts about The Serendipity Foundation

In short: The Serendipity Foundation gave $212K across 1 grant in 2025 (avg $212K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

EIN
47-4255384
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$212,265
Grants made (2025)
1
Average grant
$212,265
Median grant
$212,265
Total assets
$3,373,269
Primary geography
Ohio (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.4M

+31.1% YoY

Annual Giving

$212K

+57.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$212K

+57.4% YoY

Under IRS private-foundation payout rules, The Serendipity Foundation reported a distributable amount of $138K for 2025 — the minimum it must pay out in qualifying distributions.

How The Serendipity Foundation gives

  • Giving grew 71% from 2022 to 2025. Method
  • In 2025 it paid out 154% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Cincinnati

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

From 2020 to 2025, annual grant giving ranged from $117K (2021) to $212K (2025). In 2025 it made 1 grant totaling $212K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Fidelity Charitable: $212KFidelity Charitable$212K

The largest 2025 recipient was Fidelity Charitable ($212K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Fidelity Charitable Cincinnati, OHThis grant will enable the grantee to make contributions to support qualified 501(c)(3) organizations and their charitable services. $115,000 of grants were distributed from the donor advised fund to various charities during calendar year 2025.$212,265

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M202020212022202320242025
Metric202520242023
Total Assets$3,373,269$2,574,028$2,766,819
Revenue$3,669$344,558$7,943
Expenses$212,674$135,228$161,941
Qualifying Distributions$212,265$134,819$161,532
Net Investment Income$9,705$36,804$7,534
Distributable Amount$137,882$120,228$145,237

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Serendipity Foundation is led by Lisa Williams, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Lisa Williams

    President

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Jenika Cook

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Andrew Williams

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Jennifer McIntosh (2020–2023) — Trustee

Data from IRS Form 990 filings, 2020–2025. "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 The Serendipity Foundation

How much does The Serendipity Foundation give each year?

The Serendipity Foundation gave $212K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 1 grant.

How large is The Serendipity Foundation?

The Serendipity Foundation reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $212K in qualifying distributions that year, against a required minimum of $138K (roughly 5% of its investment assets).

What is The Serendipity Foundation?

The Serendipity Foundation is a private foundation focused on Education, based in Reno, NV. It holds $3.4M in total assets as of 2025.

Where does The Serendipity Foundation operate?

The Serendipity Foundation has awarded grants in Ohio.

What is The Serendipity Foundation's EIN?

The Serendipity Foundation's EIN (Employer Identification Number) is 47-4255384. IRS Form 990 filing data is available on this page for 2020–2025.

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

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