The Illinois State Capitol

Form 990-PFTax year 2025EIN 36-7391628

The Serr Charitable Action Trust

A private foundation in Chicago, IL. Its return for tax year 2025 lists 3 grants and $18.4 million paid in grants.

Tax year 2025 (period ending Dec 31, 2025), 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 2025

    $18,374,979

    Grants listed
    3
    Assets, end of year
    $27,209,412
  • Tax year 2024

    $4,382,200

    Grants listed
    7
    Assets, end of year
    $37,842,008
  • Tax year 2023

    $13,323,568

    Grants listed
    5
    Assets, end of year
    $20,541,830
  • Tax year 2022

    $6,216,226

    Grants listed
    7
    Assets, end of year
    $25,211,337
  • Tax year 2021

    $1,901,074

    Grants listed
    7
    Assets, end of year
    $31,727,447
  • Tax year 2020

    $1,252,415

    Grants listed
    6
    Assets, end of year
    $23,940,473

Grants paid in 2025

3 grants, largest first

As listed on the return.

  1. Orange County Community FoundationIrvine, CA

    General support

    $17,849,979
  2. Salt Lake Film SocietySalt Lake Cty, UT

    General support

    $475,000
  3. Utah Symphony Utah OperaSalt Lake City, UT

    General support

    $50,000

Where the money goes

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

  1. Philanthropy and grantmaking1 grant $17,849,97997% of the total
  2. Arts and culture1 grant $475,0003% of the total

By State

Grants to organizations with a US address, latest year.

  1. California1 grant $17,849,979
  2. Utah2 grants $525,000

Officers, directors and trustees

1 person as filed

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

  • Northern Trust CompanyTRUSTEE Hours 40Pay $302,259

The return

More foundations

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

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  2. Marie C & Joseph C Wilson FoundationChicago, IL 3 grants Accepts applications $17,370,924 giving
  3. Imc Chicago Charitable FoundationChicago, IL 47 grants Preselected only $21,527,008 giving
  4. Klaff Family FoundationChicago, IL 66 grants Preselected only $15,565,990 giving
  5. The Irving Harris FoundationChicago, IL 337 grants Preselected only $22,113,372 giving