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SERENA FOUNDATION INC

BURLINGTON, VT 272994814

The Serena Foundation Inc, located in Burlington, VT, has $47.4 million in assets, funds projects in Cincinnati, OH, and is led by a minimally compensated team.

Overview

About SERENA FOUNDATION INC

The Serena Foundation Inc, based in Burlington, Vermont, is a private foundation with assets totaling approximately $47.4 million. In the most recent fiscal year, the foundation reported expenses of about $2.5 million and revenue of $928,735. The foundation has funded projects in Cincinnati, Ohio. Key personnel include Austin Hart Co Dinse PC as President, Wallace Tapia Co Dinse PC as Treasurer, F Rendol Barlow Co Dinse PC as Secretary, and E Russell Peach IV Co Dinse PC as Assistant Treasurer. Notably, the foundation's leadership team works minimal hours, with compensation for some roles set at $15,000 annually, except for the Assistant Treasurer who receives no compensation.

Focus Areas

N/A

Geographic Focus

OH
Application Status

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Success Rates

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Average Grant Size

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Sample Match Score

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Match Score measures the compatibility between your organization and this funder based on focus areas alignment (92%), geographic location preferences (85%), previous grantees similarity (88%), grant size match (78%), application process compatibility (73%), and timeline compatibility (80%).

87%
Excellent compatibility match
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Key Statistics
Total Assets $47.4M
Total Awarded This Year $2.1M
Average Grant Size $2.1M
Total Grants (Previous Year) 237
Open to New Applicants
false
% New Applicants Funded
0%
Contact Information
BURLINGTON, VT US
Geographic Funding Distribution

Financials

Total Assets
$47,433,989

in 2024, compared to $42,451,035 in 2023

Annual Grants
$2,101,744

1 grants awarded in 2024

Program Expenses
85%

Of total expenses go to programs

Annual Grant Distribution
Revenue vs Expenses
Assets Over Time

Grants

Grant Awards
PurposeLocation
$2,266,085FIDELITY CHARITABLE GIFT FUNDCHARITABLE (UNRESTRICTED)BOX 770001 CINCINNATI, OH US2023
$2,101,744FIDELITY CHARITABLE GIFT FUNDCHARITABLE (UNRESTRICTED)BOX 770001 CINCINNATI, OH US2024
$1,500,000FIDELITY CHARITABLE GIFT FUNDCHARITABLE (UNRESTRICTED)BOX 770001 CINCINNATI, OH US2022
$600,000FIDELITY CHARITABLE GIFT FUNDCHARITABLE (UNRESTRICTED)BOX 770001 CINCINNATI, OH US2022
$414,286FIDELITY CHARITABLE GIFT FUNDCHARITABLE (UNRESTRICTED) (SEE STATEMENT 15)BOX 770001 CINCINNATI, OH US2022
5 row(s) total.

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People

Leadership & Staff

Compensation data from most recent available 990 forms

Title
AHCDP
AUSTIN HART CO DINSE PC
PRESIDENT$150002022
WTCDP
WALLACE TAPIA CO DINSE PC
TREASURER$150002022
FRBCDP
F RENDOL BARLOW CO DINSE PC
SECRETARY$150002022
AHCDP
AUSTIN HART CO DINSE PC
PRESIDENT$150002023
WTCDP
WALLACE TAPIA CO DINSE PC
TREASURER$150002023
FRBCDP
F RENDOL BARLOW CO DINSE PC
SECRETARY$150002023
AHCDP
AUSTIN HART CO DINSE PC
PRESIDENT$150002024
WTCDP
WALLACE TAPIA CO DINSE PC
TREASURER$150002024
FRBCDP
F RENDOL BARLOW CO DINSE PC
SECRETARY$150002024
ERPICDP
E RUSSELL PEACH IV CO DINSE PC
ASSISTANT TREASURER$02022
12 row(s) total.

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Financial data sourced from IRS 990 forms via ProPublica Nonprofit Explorer

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Last updated on August 25, 2025