Nonprofit · EIN 26-1675789
SERRA FOUNDATION
Tax-exempt · FENTON, MI 48430
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $9,821,319 | $2,488,021 | $7,333,298 | $9,542,091 | $0 | $9,542,091 |
| December 31, 2024 | 990-PF | $2,847,330 | $1,092,689 | $1,754,641 | $9,161,688 | $0 | $9,161,688 |
| December 31, 2023 | 990-PF | $6,738,504 | $454,208 | $6,284,296 | $8,653,266 | $0 | $8,653,266 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $9,358,313
- Dividends
- $345,351
- Interest
- $2,101
- Net gain from sales of assets
- $83,052
- Other income
- $32,502
Expenses
- Grants and similar amounts paid
- $2,393,177
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,393,177
- Excise tax on investment income
- $5,409
Balance sheet and other
- Total assets, start of year
- $9,161,688
- Total assets, end of year
- $9,542,091
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,542,091
- Fair market value of assets
- $25,560,718
- Qualifying distributions
- $2,393,177
- Net investment income
- $463,006
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie A Serra 13338 Wenwood Drive, Fenton, MI 484301159 | President | 1 | $0 |
| Joseph O Serra 13338 Wenwood Drive, Fenton, MI 484301159 | Vice Pres. | 1 | $0 |
| Lauren M Serra 13338 Wenwood Drive, Fenton, MI 484301159 | Secretary | 1 | $0 |
| Matthew J Serra 13338 Wenwood Drive, Fenton, MI 484301159 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie A Serra 13338 Wenwood Drive, Fenton, MI 484301159 | President | 1 | $0 |
| Joseph O Serra 13338 Wenwood Drive, Fenton, MI 484301159 | Vice Pres. | 1 | $0 |
| Lauren M Serra 13338 Wenwood Drive, Fenton, MI 484301159 | Secretary | 1 | $0 |
| Matthew J Serra 13338 Wenwood Drive, Fenton, MI 484301159 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE A SERRA 13338 WENWOOD DRIVE, FENTON, MI 484301159 | PRESIDENT | 1 | $0 |
| JOSEPH O SERRA 13338 WENWOOD DRIVE, FENTON, MI 484301159 | VICE PRES. | 1 | $0 |
| LAUREN M SERRA 13338 WENWOOD DRIVE, FENTON, MI 484301159 | SECRETARY | 1 | $0 |
| MATTHEW J SERRA 13338 WENWOOD DRIVE, FENTON, MI 484301159 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 13338 WENWOOD DR, FENTON, MI 48430-1159
- In care of
- % JOSEPH O SERRA
- Signed the 990-PF
- Joseph O Serra, Vice Pres
- Phone
- (810) 936-2705
- Return prepared by
- YEO & YEO PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1675789
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $9,542,091
- Income (IRS master file)
- $12,955,735
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $6,738,504 | $454,208 | $8,653,266 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about SERRA FOUNDATION
- What is the EIN of SERRA FOUNDATION?
- The employer identification number (EIN) of SERRA FOUNDATION is 26-1675789.
- Is SERRA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to SERRA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SERRA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SERRA FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SERRA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SERRA FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SERRA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,821,319, expenses of $2,488,021 and total assets of $9,542,091 at year end.
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All nonprofits in FENTON · Michigan · Philanthropy, voluntarism and grantmaking foundations