Lewis J And Clelia M Serventi Family Foundation

Perry, NY
Tax-exempt since March 1998
EIN: 31-1585491

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$449k (2023)

Expenses

$653k (2023)

Total Assets

$12.9M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$449,463

Expenses

$652,898

Net Income

-$203,435

Net Assets

$12,915,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,667	5.7%
Dividends	$137,060	30.5%
Sales of Assets	$286,736	63.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$573,100	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,915,967
Total Liabilities	$0
Net Assets	$12,915,967

Compensation

Key Employees and Officers	Compensation	Other
Mary Michele Rechberger (President)	$0	$0
Edward H Rechberger Iv (V.P./ Treasurer)	$0	$0

990-PF

Filed on Sept. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$299,545

Expenses

$720,536

Net Income

-$420,991

Net Assets

$10,708,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,763	5.3%
Dividends	$144,637	48.3%
Sales of Assets	$139,145	46.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$644,963	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,708,789
Total Liabilities	$0
Net Assets	$10,708,789

Compensation

Key Employees and Officers	Compensation	Other
Mary Michele Rechberger (President)	$0	$0
Edward H Rechberger Iv (V.P./ Treasurer)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$330,293

Expenses

$555,001

Net Income

-$224,708

Net Assets

$13,755,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,583	0.5%
Dividends	$143,859	43.6%
Sales of Assets	$184,851	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$477,125	86.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,755,145
Total Liabilities	$0
Net Assets	$13,755,145

Compensation

Key Employees and Officers	Compensation	Other
Mary Michele Rechberger (President)	$0	$0
Edward H Rechberger Iv (V.P./ Treasurer)	$0	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$353,588

Expenses

$423,774

Net Income

-$70,186

Net Assets

$11,816,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,416	1.5%
Dividends	$135,771	38.4%
Sales of Assets	$212,401	60.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$361,550	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,816,911
Total Liabilities	$1
Net Assets	$11,816,910

Compensation

Key Employees and Officers	Compensation	Other
Mary Michele Rechberger (President)	$0	$0
Edward H Rechberger Iv (V.P./ Treasurer)	$0	$0

990-PF

Filed on June 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$338,586

Expenses

$309,473

Net Income

$29,113

Net Assets

$9,363,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,171	11.0%
Dividends	$112,740	33.3%
Sales of Assets	$173,036	51.1%
Other Income	$15,639	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$245,000	79.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,363,067
Total Liabilities	$1
Net Assets	$9,363,066

Compensation

Key Employees and Officers	Compensation	Other
Mary Michele Rechberger (President)	$0	$0
Edward H Rechberger Iv (V.P./ Treasurer)	$0	$0

990-PF

Filed on July 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$3,381,787

Expenses

$214,720

Net Income

$3,167,067

Net Assets

$7,857,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,310,957	68.3%
Interest Revenue	$11,794	0.3%
Dividends	$113,832	3.4%
Sales of Assets	$945,204	27.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,750	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,857,364
Total Liabilities	$0
Net Assets	$7,857,364

Compensation

Key Employees and Officers	Compensation	Other
Mary Michele Rechberger (President)	$0	$0
Edward H Rechberger Iv (V.P./ Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$2,676,783

Expenses

$170,764

Net Income

$2,506,019

Net Assets

$6,093,458

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,590,927	96.8%
Interest Revenue	$965	0.0%
Dividends	$76,636	2.9%
Sales of Assets	$8,187	0.3%
Other Income	$68	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,650	78.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,093,458
Total Liabilities	$0
Net Assets	$6,093,458

Compensation

Key Employees and Officers	Compensation	Other
Mary Michele Rechberger (President After 4/11/2017 Director)	$0	$0
Edward H Rechberger Iv (V.P. After 7/5/17 / Treasurer Director)	$0	$0
Lewis J Serventi (President Until 4/11/17)	$0	$0
Clelia M Serventi (V President Until 7/5/17)	$0	$0

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990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$154,639

Expenses

$128,482

Net Income

$26,157

Net Assets

$2,744,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$90	0.1%
Dividends	$53,464	34.6%
Sales of Assets	$101,085	65.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,650	76.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,744,643
Total Liabilities	$0
Net Assets	$2,744,643

Compensation

Key Employees and Officers	Compensation	Other
Lewis J Serventi (President)	$0	$0
Clelia M Serventi (V. President)	$0	$0
Mary Michele Rechberger (Director)	$0	$0
Edward H Rechberger Iv (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$233,442

Expenses

$178,437

Net Income

$55,005

Net Assets

$2,637,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$107	0.0%
Dividends	$59,008	25.3%
Sales of Assets	$174,327	74.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,350	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,637,663
Total Liabilities	$0
Net Assets	$2,637,663

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$171,266

Expenses

$114,564

Net Income

$56,702

Net Assets

$2,895,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$143	0.1%
Dividends	$57,240	33.4%
Sales of Assets	$113,883	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,837	79.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,895,637
Total Liabilities	$0
Net Assets	$2,895,637

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$30,214

Expenses

$123,528

Net Income

-$93,314

Net Assets

$2,692,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$132	0.4%
Dividends	$55,048	> 100%
Sales of Assets	-$24,966
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,650	79.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,692,721
Total Liabilities	$0
Net Assets	$2,692,721

Compensation

Key Employees and Officers	Compensation	Other
Lewis J Serventi (President)	$0	$0
Clelia M Serventi (V. President)	$0	$0
Debra Serventi Jones (Director)	$0	$0
Mary Michele Rechberger (Director)	$0	$0

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990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$155,978

Expenses

$144,606

Net Income

$11,372

Net Assets

$2,332,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$283	0.2%
Dividends	$60,563	38.8%
Sales of Assets	$95,132	61.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,250	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,332,616
Total Liabilities	$1
Net Assets	$2,332,615

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$161,732

Expenses

$193,104

Net Income

-$31,372

Net Assets

$2,227,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$472	0.3%
Dividends	$41,517	25.7%
Sales of Assets	$119,743	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,640	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,227,155
Total Liabilities	$1
Net Assets	$2,227,154

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Lewis J And Clelia M Serventi Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $449k (2023)

Expenses $653k (2023)

Total Assets $12.9M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$449k (2023)

Expenses

$653k (2023)

Total Assets

$12.9M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

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