Funder DirectoryTHE SERR CHARITABLE ACTION TRUST
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Private foundation (trust)EIN 367391628Est. 2003-10

THE SERR CHARITABLE ACTION TRUST

CHICAGO, IL 60680

Total Assets

$30.8M

FY 2023

Annual Giving

$13.3M

FY 2023

Grants Made

5

FY 2023

Avg Grant

$2.7M

FY 2023

Grant Range

$50K–$12.2M

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$1.7M

Total Expenses

$13.6M

Qualifying Distributions

$13.4M

Distributable Amount

$1.5M

Min. Investment Return

$1.5M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

5 grants

Grant sizes from minimum $50K through median $500K to maximum $12.2M, 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

4 years

Giving over time from 2020 to 2023. Peak $13.3M in 2023. Hover bars for details.

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

Top Recipients

25 grants

THE CHICAGO COMMUNITY FOUNDATION
$17.5M
4 grants
ORANGE COUNTY
$2.3M
4 grants
UTAH CLEAN ENERGY
$850K
2 grants
THE GRAND CANYON TRUST
$450K
2 grants
SALT LAKE FILM SOCIETY
$414K
2 grants
UTAH OPEN LANDS
$321K
3 grants
UTAH SYMPHONY UTAH OPERA
$250K
1 grant
HEAL UTAH
$240K
2 grants

Grant Size Distribution

25 grants

<$10K
$10–50K
2
grants
$50–250K
14
grants
$250K–1M
7
grants
$1–5M
1
grants
$5M+
1
grants

Geographic Focus

4 states

Illinois
$17.5M
77% of total
Utah
$2.5M
11% of total
California
$2.3M
10% of total
Arizona
$450K
2% of total

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