Serr Charitable Action Tr Uw 09242002

Chicago, IL
Tax-exempt since Oct. 2003
EIN: 36-7391628

Receive an email when new data is available for this organization.

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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$38.2M (2024)

Expenses

$4.88M (2024)

Total Assets

$37.8M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$38,207,751

Expenses

$4,876,291

Net Income

$33,331,460

Net Assets

$37,842,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,508,856	53.7%
Interest Revenue	$0
Dividends	$1,001,368	2.6%
Sales of Assets	$16,695,945	43.7%
Other Income	$1,582	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,478,879	91.9%
Compensation of Officers*	$126,818	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,842,008
Total Liabilities	$0
Net Assets	$37,842,008

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company (Trustee)	$126,818	$0

990-PF

Filed on May 1, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,680,471

Expenses

$13,598,457

Net Income

-$11,917,986

Net Assets

$20,541,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$793,460	47.2%
Sales of Assets	$890,331	53.0%
Other Income	-$3,320

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,402,036	98.6%
Compensation of Officers*	$102,537	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,541,830
Total Liabilities	$0
Net Assets	$20,541,830

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company (Trustee)	$102,537	$0

990-PF

Filed on Nov. 7, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$109,902

Expenses

$6,626,014

Net Income

-$6,516,112

Net Assets

$25,211,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$948,272	> 100%
Sales of Assets	-$762,146
Other Income	-$76,224

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,326,892	95.5%
Compensation of Officers*	$145,468	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,211,337
Total Liabilities	$0
Net Assets	$25,211,337

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company (Trustee)	$145,468	$0

990-PF

Filed on May 11, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$22,306,049

Expenses

$2,301,242

Net Income

$20,004,807

Net Assets

$31,727,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,022,536	67.3%
Interest Revenue	$0
Dividends	$589,395	2.6%
Sales of Assets	$6,650,321	29.8%
Other Income	$43,797	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,989,049	86.4%
Compensation of Officers*	$115,214	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,727,447
Total Liabilities	$0
Net Assets	$31,727,447

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company (Trustee)	$115,214	$0

990-PF

Filed on Aug. 1, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$12,293,802

Expenses

$1,473,621

Net Income

$10,820,181

Net Assets

$23,940,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,311,112	51.3%
Interest Revenue	$0
Dividends	$489,191	4.0%
Sales of Assets	$5,509,750	44.8%
Other Income	-$16,251

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,314,732	89.2%
Compensation of Officers*	$80,990	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,940,473
Total Liabilities	$1
Net Assets	$23,940,472

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company (Trustee)	$80,990	$0

990-PF

Filed on Nov. 5, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$7,014,198

Expenses

$1,584,147

Net Income

$5,430,051

Net Assets

$18,036,850

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,219,525	45.9%
Interest Revenue	$0
Dividends	$472,441	6.7%
Sales of Assets	$3,322,260	47.4%
Other Income	-$28

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,428,261	90.2%
Compensation of Officers*	$166,860	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,036,850
Total Liabilities	$0
Net Assets	$18,036,850

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$14,006,843

Expenses

$267,705

Net Income

$13,739,138

Net Assets

$9,231,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,347,949	52.5%
Interest Revenue	$0
Dividends	$103,945	0.7%
Sales of Assets	$6,555,298	46.8%
Other Income	-$349

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,223	86.0%
Compensation of Officers*	$39,480	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,231,798
Total Liabilities	$0
Net Assets	$9,231,798

990-PF

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

PDF

PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2014

Revenue

$143,083

Expenses

$348,455

Net Income

-$205,372

Net Assets

$1,924,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,456	50.6%
Sales of Assets	$70,821	49.5%
Other Income	-$194

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$323,247	92.8%
Compensation of Officers*	$26,021	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,924,323
Total Liabilities	$0
Net Assets	$1,924,323

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$178,273

Expenses

$131,137

Net Income

$47,136

Net Assets

$2,110,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,080	36.5%
Sales of Assets	$113,193	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,857	80.7%
Compensation of Officers*	$23,323	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,110,892
Total Liabilities	$0
Net Assets	$2,110,892

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$153,187

Expenses

$63,084

Net Income

$90,103

Net Assets

$2,063,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,026	48.3%
Sales of Assets	$80,664	52.7%
Other Income	-$1,503

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,020	68.2%
Compensation of Officers*	$20,101	31.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,063,760
Total Liabilities	$0
Net Assets	$2,063,760

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$38,656

Expenses

$126,001

Net Income

-$87,345

Net Assets

$1,985,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,704	> 100%
Sales of Assets	$0
Other Income	$24	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,223	85.9%
Compensation of Officers*	$17,133	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,985,177
Total Liabilities	$0
Net Assets	$1,985,177

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated January 26, 2026

Serr Charitable Action Tr Uw 09242002

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $38.2M (2024)

Expenses $4.88M (2024)

Total Assets $37.8M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

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

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

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$38.2M (2024)

Expenses

$4.88M (2024)

Total Assets

$37.8M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003