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Nonprofit · EIN 38-3352324

SERRA FAMILY FOUNDATION

Also known as PARKER LYNNE A TTEE

Tax-exempt · GRAND BLANC, MI 48439

Financials

$429K$224K2023$195K$260K2024$217K$308K2025
Revenue Expenses · by fiscal year end
Financials of SERRA FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$217,091$307,617-$90,526$3,556,704$0$3,556,704
December 31, 2024990-PF$195,430$259,591-$64,161$3,641,169$0$3,641,169
December 31, 2023990-PF$428,506$223,992$204,514$3,703,876$0$3,703,876
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$115,489
Interest
$55,259
Net gain from sales of assets
$46,343

Expenses

Grants and similar amounts paid
$264,689
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$264,689
Excise tax on investment income
$2,421

Balance sheet and other

Total assets, start of year
$3,641,169
Total assets, end of year
$3,556,704
Total liabilities, end of year
$0
Net assets, end of year
$3,556,704
Fair market value of assets
$5,866,498
Qualifying distributions
$264,689
Net investment income
$217,091

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.

NameTitleHours / weekCompensation
Ann Lowney
9095 S Saginaw Rd Unit 9, Grand Blanc, MI 48439
Director, VP1$0
Lynne Parker-Farms
9095S Saginaw Rd Unit 9, Grand Blanc, MI 48439
Treasurer1$0
Alice Serra Reid
9095 S Saginaw Rd Unit 9, Grand Blanc, MI 48439
Director, VP1$0
Mary McMahon
9095 S Saginaw Rd Unit 9, Grand Blanc, MI 48439
Director, VP1$0
Amy Albright
9095 S Saginaw Rd Unit9, Grand Blanc, MI 48439
Director, VP1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Ann Lowney
9095 S Saginaw Rd Unit 9, Grand Blanc, MI 48439
Director, VP1$0
Lynne Parker-Farms
9095S Saginaw Rd Unit 9, Grand Blanc, MI 48439
Treasurer1$0
Alice Serra Reid
9095 S Saginaw Rd Unit 9, Grand Blanc, MI 48439
Director, VP1$0
Mary McMahon
9095 S Saginaw Rd Unit 9, Grand Blanc, MI 48439
Director, VP1$0
Amy Albright
9095 S Saginaw Rd Unit9, Grand Blanc, MI 48439
Director, VP1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
ANN LOWNEY
9095 S SAGINAW RD UNIT 9, GRAND BLANC, MI 48439
DIRECTOR, VP0$0
LYNNE PARKER-FARMS
9095S SAGINAW RD UNIT 9, GRAND BLANC, MI 48439
TREASURER0$0
ALICE SERRA REID
9095 S SAGINAW RD UNIT 9, GRAND BLANC, MI 48439
DIRECTOR, VP0$0
MARY MCMAHON
9095 S SAGINAW RD UNIT 9, GRAND BLANC, MI 48439
DIRECTOR, VP0$0
AMY ALBRIGHT
9095 S SAGINAW RD UNIT9, GRAND BLANC, MI 48439
DIRECTOR, VP0$0

Address and contacts

Address (IRS master file)
9095 S SAGINAW RD APT 9, GRAND BLANC, MI 48439-9579
Signed the 990-PF
Lynne Parker-Farms, Treasurer
Phone
(248) 770-5540
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-3352324
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,556,704
Income (IRS master file)
$768,391

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$217,091$307,617$3,556,704XML
990-PFDecember 2024$195,430$259,591$3,641,169IRS
990-PFDecember 2023$428,506$223,992$3,703,876XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 38-3352324).

Questions about SERRA FAMILY FOUNDATION

What is the EIN of SERRA FAMILY FOUNDATION?
The employer identification number (EIN) of SERRA FAMILY FOUNDATION is 38-3352324.
Is SERRA FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to SERRA FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SERRA FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SERRA FAMILY 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 FAMILY 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 FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SERRA FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $217,091, expenses of $307,617 and total assets of $3,556,704 at year end.

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