Illinois · Private foundation
The Serr Charitable Action Trust
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $4.4M
- Granted FY2024(still arriving)
- 7
- Grants FY2024
- 5
- Organizations funded FY2023
- 20%
- First-time grantees FY2023
Read this first · the figures below need context
97% of The Serr Charitable Action Trust’s FY2025 grant dollars went to Orange County Community Foundation, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 2 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2024, the last year The Serr Charitable Action Trust named its own grantees at scale: 6 organizations, $4M. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
- Median grant, FY2024
- $200,000
- Largest grant, FY2024
- $2,482,200
- Organizations funded a year
- 5 to 7
- FY2020 to FY2023
- States reached, FY2024
- 3
- Total assets, FY2024
- $27M
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2023, 20% of the organizations The Serr Charitable Action Trust funded were first-time grantees, receiving 0% of its grant dollars.
New vs renewed · share of each year
In FY2023, 100% of grant dollars renewed an existing relationship; $50k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2024still arriving | 7 | $4.4M | 14% |
| FY2023 | 5 | $13M | 20% |
| FY2022 | 7 | $6.2M | 14% |
| FY2021 | 7 | $1.9M | 57% |
| FY2020 | 6 | $1.3M | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.
Top grantees
Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Chicago Community Foundation | $17,459,052 | 4 | n/a |
| The Salt Lake Film Society | $3,371,205 | 4 | 42% |
| Utah Clean Energy Alliance Inc | $1,350,000 | 3 | 10% |
| The Grand Canyon Trust Inc | $650,000 | 3 | 3% |
| Utah Symphony & Opera | $500,000 | 3 | 1% |
| Utah Open Lands Conservation Association Inc | $321,226 | 3 | 2% |
| Healthy Environment Alliance of Utah | $240,000 | 2 | 19% |
| Utah Rivers Council Inc | $175,000 | 2 | 21% |
| Southern Utah Wilderness Alliance | $150,000 | 1 | 2% |
| Scenic Utah | $100,000 | 2 | 39% |
Show all 12 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Chicago Community Foundation | $17,459,052 | 4 | n/a |
| The Salt Lake Film Society | $3,371,205 | 4 | 42% |
| Utah Clean Energy Alliance Inc | $1,350,000 | 3 | 10% |
| The Grand Canyon Trust Inc | $650,000 | 3 | 3% |
| Utah Symphony & Opera | $500,000 | 3 | 1% |
| Utah Open Lands Conservation Association Inc | $321,226 | 3 | 2% |
| Healthy Environment Alliance of Utah | $240,000 | 2 | 19% |
| Utah Rivers Council Inc | $175,000 | 2 | 21% |
| Southern Utah Wilderness Alliance | $150,000 | 1 | 2% |
| Scenic Utah | $100,000 | 2 | 39% |
| Young Women's Christian Association of Utah | $100,000 | 1 | 1% |
| Wasatch Mountain Lodge | $58,000 | 1 | 36% |
What it could do for these grantees
Plus 1 recipient with no EIN on record ($3.1M), not named here.
Where it is load-bearing
The Serr Charitable Action Trust supplied at least a quarter of the budget for 3 of its grantees at some point. The chart plots its 11 largest grantees; load-bearing ones sit top left.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Orange County Community Foundation · The Chicago Community Trust · Hemingway Foundation · Willard L Eccles Charitable Foundation · Lawrence & Janet Dee Foundation · The Community Foundation of Utah · David Kelby Johnson Memorial Foundation · George S and Dolores Dore Eccles Foundation · Mightycause Charitable Foundation · Network for Good · American Endowment Foundation · Fidelity Investments Charitable Gift Fund
How this is measured
About The Serr Charitable Action Trust
- How much does The Serr Charitable Action Trust give?
- The Serr Charitable Action Trust reported 7 grants totaling $4,382,200 in its FY2024 IRS filing. It funded between 5 and 7 organizations a year over FY2020 to FY2023.
- What does The Serr Charitable Action Trust fund?
- By grant dollars over FY2020 to FY2025, its largest causes are Philanthropy (78%), Arts & Culture (15%), Environment (7%).
- Who are The Serr Charitable Action Trust's largest grantees?
- By total granted over FY2020 to FY2025: Chicago Community Foundation ($17M), The Salt Lake Film Society ($3.4M), Utah Clean Energy Alliance Inc ($1.4M).
- Does The Serr Charitable Action Trust fund new organizations?
- In FY2023, 20% of the organizations it funded were first-time grantees.
- Does The Serr Charitable Action Trust accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as The Serr Charitable Action Trust?
- Its strongest co-funders, measured against what their size predicts, include Orange County Community Foundation, The Chicago Community Trust, Hemingway Foundation.
- Where is The Serr Charitable Action Trust based?
- The Serr Charitable Action Trust is based in IL.
Play a game based on Serr Charitable Action’s filings →