Nonprofit · EIN 85-1318696
SERVE FOUNDATION
Tax-exempt · SALT LAKE CTY, UT 84111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $12,976 | $51,320 | -$38,344 | $423,097 | $0 | $423,097 |
| December 31, 2024 | 990-PF | $17,821 | $6,868 | $10,953 | $461,441 | $18,950 | $442,491 |
| December 31, 2023 | 990-PF | $13,936 | $0 | $13,936 | $450,488 | $18,950 | $431,538 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $25
- Interest
- $12,951
Expenses
- Grants and similar amounts paid
- $50,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $51,020
- Excise tax on investment income
- $180
Balance sheet and other
- Total assets, start of year
- $461,441
- Total assets, end of year
- $423,097
- Total liabilities, end of year
- $0
- Net assets, end of year
- $423,097
- Fair market value of assets
- $423,097
- Qualifying distributions
- $51,020
- Net investment income
- $12,951
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 |
|---|---|---|---|
| Bruce Fery 555 S Main St, Salt Lake City, UT 84111 | President | 0.5 | $0 |
| Lance Sessions 555 S Main St, Salt Lake City, UT 84111 | Treasurer | 0.5 | $0 |
| Kevin Whan 555 S Main St, Salt Lake City, UT 84111 | Treasurer | 0.5 | $0 |
| Julie Spencer 550 E South Temple, Salt Lake City, UT 84102 | Chief Tax Officer | 0.5 | $0 |
| Scott Mayeda 550 E South Temple, Salt Lake City, UT 84102 | Secretary | 0.5 | $0 |
| Ryan Kennedy 2515 E Butler Ave, Flagstaff, AZ 86004 | Grants Committee | 0.5 | $0 |
| Lupe Naranjo 500 S Main St, Salt Lake City, UT 84101 | Grants Committee | 0.5 | $0 |
| Javier Robles 555 S Main St, Salt Lake City, UT 84111 | Grants Committee | 0.5 | $0 |
| Silvia Karstens 1055 2nd Ave, San Diego, CA 92101 | Grants Committee | 0.5 | $0 |
| Laura Moore 1 Sun Valley Road, Sun Valley, ID 83353 | Grants Committee Chairman | 0.5 | $0 |
| Kaitlyn Schwalbe 555 S Main St, Salt Lake City, UT 84111 | Grants Committee | 0.5 | $0 |
| Heather Valerio 2800 W Lincolnway, Cheyenne, WY 82009 | Grants Committee | 0.5 | $0 |
| Heather Foster 2800 W Lincolnway, Cheyenne, WY 82009 | Grants Committee | 0.5 | $0 |
| Tim Silva 1 Sun Valley Road, Sun Valley, ID 83353 | Director | 0.5 | $0 |
| Carol Chase Groux 2800 W Lincolnway, Cheyenne, WY 82009 | Director | 0.05 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott French 555 S Main St, Salt Lake City, UT 84111 | Director | 0.5 | $0 |
| Tara Dimoh 550 E South Temple, Salt Lake City, UT 84102 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bruce Fery 555 S Main St, Salt Lake City, UT 84111 | President | 0.5 | $0 |
| Brittany Clelan 555 S Main St, Salt Lake City, UT 84111 | Vice President | 0.5 | $0 |
| Lance Sessions 555 S Main St, Salt Lake City, UT 84111 | Treasurer | 0.5 | $0 |
| Kevin Whan 555 S Main St, Salt Lake City, UT 84111 | Treasurer | 0.5 | $0 |
| Julie Spencer 550 E South Temple, Salt Lake City, UT 84102 | Chief Tax Officer | 0.5 | $0 |
| Scott Mayeda 550 E South Temple, Salt Lake City, UT 84102 | Secretary | 0.5 | $0 |
| Ryan Kennedy 2515 E Butler Ave, Flagstaff, AZ 86004 | Grants Committee | 0.5 | $0 |
| Lupe Naranjo 500 S Main St, Salt Lake City, UT 84101 | Grants Committee | 0.5 | $0 |
| Javier Robles 555 S Main St, Salt Lake City, UT 84111 | Grants Committee | 0.5 | $0 |
| Silvia Karstens 1055 2nd Ave, San Diego, CA 92101 | Grants Committee | 0.5 | $0 |
| Laura Moore 1 Sun Valley Road, Sun Valley, ID 83353 | Grants Committee Chairman | 0.5 | $0 |
| Kaitlyn Schwalbe 555 S Main St, Salt Lake City, UT 84111 | Grants Committee | 0.5 | $0 |
| Heather Valerio 2800 W Lincolnway, Cheyenne, WY 82009 | Grants Committee | 0.5 | $0 |
| Heather Foster 2800 W Lincolnway, Cheyenne, WY 82009 | Grants Committee | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bruce Fery 555 S Main St, Salt Lake City, UT 84111 | Chairman | 0.5 | $0 |
| David Hirasawa 555 S Main St, Salt Lake City, UT 84111 | Director | 1 | $0 |
| Brittany Clelan 555 S Main St, Salt Lake City, UT 84111 | Director | 0.5 | $0 |
| Scott French 555 S Main St, Salt Lake City, UT 84111 | Director | 0.5 | $0 |
| Tim Silva 1 Sun Valley Road, Sun Valley, ID 83353 | Director | 0.5 | $0 |
| CarolChase Giroux 1 Sun Valley Road, Sun Valley, ID 83353 | Director | 0.5 | $0 |
| Bruce Fery 555 S Main St, Salt Lake City, UT 84111 | President | 0.5 | $0 |
| David Hirasawa 555 S Main St, Salt Lake City, UT 84111 | Treasurer | 2 | $0 |
| Julie Spencer 550 E South Temple, Salt Lake City, UT 84102 | Chief Tax Officer | 0.5 | $0 |
| Brittany Clelan 555 S Main St, Salt Lake City, UT 84111 | Vice President | 0.5 | $0 |
| Scott Mayeda 550 E South Temple, Salt Lake City, UT 84102 | Secretary | 0.5 | $0 |
| Ryan Kennedy 2515 E Butler Ave, Flagstaff, AZ 86004 | Grants Committee | 0.5 | $0 |
| Lupe Naranjo 500 S Main St, Salt Lake City, UT 84101 | Grants Committee | 0.5 | $0 |
| Javier Robles 555 S Main St, Salt Lake City, UT 84111 | Grants Committee | 0.5 | $0 |
| Silvia Karstens 1055 2nd Ave, San Diego, CA 92101 | Grants Committee | 0.5 | $0 |
| Laura Moore 1 Sun Valley Road, Sun Valley, ID 83353 | Grants Committee Chairman | 0.5 | $0 |
| Monique Haddock 3925 E Snowbasin Road, Huntsville, UT 84317 | Grants Committee | 0.5 | $0 |
| Josue Flores 2800 W Lincolnway, Cheyenne, WY 82009 | Grants Committee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 555 S MAIN ST, SALT LAKE CTY, UT 84111-4100
- In care of
- % DAVID HIRASAWA TREASURER
- Signed the 990-PF
- Julie Spencer, Chief Tax Officer
- Phone
- (801) 258-6724
- Website
- www.serve-foundation.com
- Return prepared by
- Julie A Spencer CPA
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
- 85-1318696
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Public safety, disaster preparedness and relief (M20)
- Assets (IRS master file)
- $423,097
- Income (IRS master file)
- $12,976
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $12,976 | $51,320 | $423,097 | IRS |
| 990-PF | December 2024 | $17,821 | $6,868 | $461,441 | IRS |
| 990-PF | December 2023 | $13,936 | $0 | $450,488 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 85-1318696).
Questions about SERVE FOUNDATION
- What is the EIN of SERVE FOUNDATION?
- The employer identification number (EIN) of SERVE FOUNDATION is 85-1318696.
- Is SERVE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to SERVE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SERVE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SERVE 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 SERVE 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 SERVE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does SERVE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,976, expenses of $51,320 and total assets of $423,097 at year end.
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