The Vermont State Capitol

Form 990-PFTax year 2024EIN 27-2994814

Serena Foundation Inc

A private foundation in Burlington, VT. Its return for tax year 2024 lists 1 grant and $2.8 million paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $2,843,499

    Grants listed
    1
    Assets, end of year
    $48,890,449
  • Tax year 2023

    $2,101,744

    Grants listed
    1
    Assets, end of year
    $47,433,989
  • Tax year 2022

    $2,266,085

    Grants listed
    1
    Assets, end of year
    $42,451,035
  • Tax year 2021

    $2,514,286

    Grants listed
    3
    Assets, end of year
    $55,791,869
  • Tax year 2020

    $1,885,000

    Grants listed
    1
    Assets, end of year
    $48,619,258
  • Tax year 2019

    $1,756,869

    Grants listed
    2
    Assets, end of year
    $42,713,986

Grants paid in 2024

1 grant, largest first

As listed on the return.

  1. Fidelity Charitable Gift FundBoston, MA

    Charitable (unrestricted)

    $2,843,499

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Community development1 grant $2,843,499100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Ohio1 grant $2,843,499

Officers, directors and trustees

5 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Austin Hart Co Dinse PCPRESIDENT Hours 2.5Pay $15,000
  • Wallace Tapia Co Dinse PCTREASURER Hours 3.5Pay $15,000
  • F Rendol Barlow Co Dinse PCSECRETARY Hours 1Pay $15,000
  • Meredith Murphy Co Dinse PCASSISTANT TREASURER - BEGAN 5/16/24 Hours 1Pay $0
  • E Russell Peach IV Co Dinse PCASSISTANT TREASURER - THRU 6/27/24 Hours 1Pay $0

The return

More foundations

Similar foundations

Same main cause (community development), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Sander FoundationStowe, VT 5 grants Accepts applications $1,922,013 giving
  2. Three Thirty Three Foundation IncStowe, VT 1 grant Preselected only $5,500,000 giving
  3. Marina Kellen French FoundationNew York, NY 4 grants Preselected only $2,841,143 giving
  4. Charter School Incubator InitiativeWashington, DC 1 grant Preselected only $2,850,000 giving
  5. Marion Jerome Foundation IncDecorah, IA 10 grants Preselected only $2,829,958 giving