Private Foundation

THE SERR CHARITABLE ACTION TRUST

Based in CHICAGO, IL, THE SERR CHARITABLE ACTION TRUST operates as a Private Foundation. The organization reported $2.0M in revenue, $18.8M in expenses, $27.2M in total assets for fiscal year 2025. Imperigo tracks 35 reported grants from this foundation totaling approximately $45.5M.

EIN: 367391628 CHICAGO, IL Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$2.0M
Total Expenses$18.8M
Total Assets$27.2M
Grants Given35
Grant Total$45.5M
Filing Years2021–2025

Sample Grants Given

ORANGE COUNTY COMMUNITY FOUNDATION
IRVINE, CA · 2025
GENERAL SUPPORT
$17,849,979
SALT LAKE FILM SOCIETY
SALT LAKE CITY, UT · 2025
GENERAL SUPPORT
$475,000
UTAH SYMPHONY UTAH OPERA
SALT LAKE CITY, UT · 2025
GENERAL SUPPORT
$50,000
SALT LAKE FILM SOCIETY
SALT LAKE CITY, UT · 2024
GENERAL SUPPORT
$2,482,200
ORANGE COUNTY
NEWPORT BEACH CA, CA · 2024
CULTURAL VISION FUND
$850,000

Showing up to 5 of 35 total records — full history available with membership.

Officers & Directors

TRUSTEE Northern Trust Company

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$21,357,179 7 grants
VISION FUND
$17,459,052 4 grants
CULTURAL VISION FUND
$3,126,000 5 grants
GENERAL
$1,737,005 11 grants
TO BUILD THE CLIMATE INNOV
$1,000,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $2.0M $18.8M $27.2M
2024 $38.2M $4.9M $37.8M
2023 $1.7M $13.6M $20.5M
2022 $110K $6.6M $25.2M
2021 $22.3M $2.3M $31.7M

Between 2021 and 2025, reported annual revenue declined from $22.3M to $2.0M (-91%), with total assets most recently reported at $27.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, IL, UT.

AZCAILUT

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE SERR CHARITABLE ACTION TRUST

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