The Serendipity Foundation

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 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 1 grants totaling $135K. Net investment income was $37K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

-7.0% YoY

Annual Giving

$135K

-16.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$135K

-16.5% YoY

Under IRS private-foundation payout rules, The Serendipity Foundation reported a distributable amount of $120K for 2024 — the minimum it must pay out in qualifying distributions.

About The Serendipity Foundation

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $707K (100%)

States

Ohio

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,574,028	$2,766,819	$2,612,206
Revenue	$344,558	$7,943	$7,868
Expenses	$135,228	$161,941	$124,690
Qualifying Distributions	$134,819	$161,532	$124,243
Net Investment Income	$36,804	$7,534	$8,397
Distributable Amount	$120,228	$145,237	$151,815

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fidelity Charitable ($134,819).

Recipient	Purpose	Amount
FIDELITY CHARITABLE CINCINNATI, OH	THIS GRANT WILL ENABLE THE GRANTEE TO MAKE CONTRIBUTIONS TO SUPPORT QUALIFIED 501(C)(3) ORGANIZATIONS AND THEIR CHARITABLE SERVICES. $135,000 OF GRANTS WERE DISTRIBUTED FROM THE DONOR ADVISED FUND TO VARIOUS CHARITIES DURING CALENDAR YEAR 2024.	$134,819

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LISA WILLIAMS	PRESIDENT	10	—
JENIKA COOK	TRUSTEE	1	—
ANDREW WILLIAMS	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is The Serendipity Foundation?

The Serendipity Foundation is a private foundation focused on Education, based in RENO, NV. It holds $2.6M in total assets as of 2024.

How large is The Serendipity Foundation?

As of 2024, The Serendipity Foundation holds $2.6M in total assets with $345K in annual revenue. It awarded 1 grants totaling $135K in 2024.

Where does The Serendipity Foundation operate?

The Serendipity Foundation has awarded grants in Ohio.

What size grants does The Serendipity Foundation award?

In 2024, The Serendipity Foundation awarded 1 grants totaling $135K — an average of about $135K per grant, based on its IRS Form 990 filings.

How much is The Serendipity Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Serendipity Foundation reported a distributable amount of $120K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.