Funder DirectorySERRA FAMILY FOUNDATION
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Private foundation (trust)EIN 383352324Est. 1998-06

SERRA FAMILY FOUNDATION

GRAND BLANC, MI 484399579

Accepts unsolicited proposals

Total Assets

$5.3M

FY 2023

Annual Giving

$186K

FY 2023

Grants Made

31

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$600–$25K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$429K

Total Expenses

$224K

Qualifying Distributions

$186K

Distributable Amount

$242K

Min. Investment Return

$244K

Undistributed Income

$201K

Payout rate 77%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.77%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

31 grants

Grant sizes from minimum $600 through median $5K to maximum $25K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $253K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

161 grants

EVEREST ACADEMY
$146K
5 grants
ST VINCENT DEPAUL SOCIETY
$77K
6 grants
OUR LADY OF THE LAKES SCHOOLS
$75K
3 grants
NORTHWOOD UNIVERSITY
$69K
5 grants
HILLSDALE COLLEGE
$52K
5 grants
ST JOSEPH MERCY OAKLAND
$48K
4 grants
LOURDES INC
$48K
4 grants
OUR LADY OF THE LAKES HS
$40K
2 grants

Grant Size Distribution

161 grants

<$10K
136
grants
$10–50K
25
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Michigan
$1.1M
99% of total
South Carolina
$12K
1% of total
Illinois
$2K
0% of total

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