Thelma J Serr Charitable Trust

Saint Louis, MO
Tax-exempt since Nov. 2001
EIN: 46-6088909

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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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$33.1k (2024)

Expenses

$41k (2024)

Total Assets

$568k (2024)

Total Liabilities

$0 (2024)

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

$33,065

Expenses

$41,023

Net Income

-$7,958

Net Assets

$567,781

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,518	59.0%
Sales of Assets	$13,547	41.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,348	76.4%
Compensation of Officers*	$10,484	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$567,781
Total Liabilities	$0
Net Assets	$567,781

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$10,484	$0

990-PF

Filed on May 6, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$15,520

Expenses

$40,868

Net Income

-$25,348

Net Assets

$575,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,866	> 100%
Sales of Assets	-$2,739
Other Income	$393	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,840	77.9%
Compensation of Officers*	$9,803	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$575,201
Total Liabilities	$0
Net Assets	$575,201

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$9,803	$0

990-PF

Filed on Sept. 10, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$21,331

Expenses

$42,819

Net Income

-$21,488

Net Assets

$601,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,179	99.3%
Sales of Assets	$152	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,700	76.4%
Compensation of Officers*	$10,456	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$601,158
Total Liabilities	$0
Net Assets	$601,158

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Sd Na (Trustee)	$10,456	$0

990-PF

Filed on May 11, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$65,816

Expenses

$47,962

Net Income

$17,854

Net Assets

$622,646

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,309	23.3%
Sales of Assets	$50,507	76.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,993	79.2%
Compensation of Officers*	$11,639	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$622,646
Total Liabilities	$0
Net Assets	$622,646

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Sd Na (Trustee)	$11,639	$0

990-PF

Filed on April 20, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$26,441

Expenses

$37,316

Net Income

-$10,875

Net Assets

$604,791

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,776	63.4%
Sales of Assets	$9,665	36.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,620	76.7%
Compensation of Officers*	$10,146	27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$604,792
Total Liabilities	$1
Net Assets	$604,791

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Sd Na (Trustee)	$10,146	$0

990-PF

Filed on May 11, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$12,415

Expenses

$38,874

Net Income

-$26,459

Net Assets

$615,666

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,240	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,584	73.5%
Compensation of Officers*	$10,005	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$615,667
Total Liabilities	$1
Net Assets	$615,666

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Sd Na (Trustee)	$10,005	$0

990-PF

Filed on May 4, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$127,066

Expenses

$39,598

Net Income

$87,468

Net Assets

$642,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,711	10.0%
Sales of Assets	$114,355	90.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,703	77.5%
Compensation of Officers*	$9,481	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$642,126
Total Liabilities	$0
Net Assets	$642,126

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Sd Na (Trustee)	$9,481	$0

990-PF

Filed on June 2, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$35,576

Expenses

$39,220

Net Income

-$3,644

Net Assets

$554,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,558	35.3%
Sales of Assets	$23,018	64.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,648	78.1%
Compensation of Officers*	$9,261	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$554,658
Total Liabilities	$0
Net Assets	$554,658

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Sd Na (Trustee)	$9,261	$0

990-PF

Filed on May 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$28,647

Expenses

$38,177

Net Income

-$9,530

Net Assets

$558,302

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,747	37.5%
Sales of Assets	$17,807	62.2%
Other Income	$93	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,549	80.0%
Compensation of Officers*	$8,865	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$558,302
Total Liabilities	$0
Net Assets	$558,302

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Sd Na (Trustee)	$8,865	$0

990-PF

Filed on May 3, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$22,416

Expenses

$42,844

Net Income

-$20,428

Net Assets

$567,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,489	46.8%
Sales of Assets	$11,927	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,874	81.4%
Compensation of Officers*	$9,162	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$567,832
Total Liabilities	$0
Net Assets	$567,832

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Sd Na (Trustee)	$9,162	$0

990-PF

Filed on May 9, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$37,421

Expenses

$40,899

Net Income

-$3,478

Net Assets

$588,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,474	38.7%
Sales of Assets	$22,947	61.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,485	79.4%
Compensation of Officers*	$9,712	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$588,260
Total Liabilities	$0
Net Assets	$588,260

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Sd Na (Trustee)	$9,712	$0

990-PF

Filed on May 11, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$32,321

Expenses

$41,324

Net Income

-$9,003

Net Assets

$591,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,160	40.7%
Sales of Assets	$19,161	59.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,099	77.7%
Compensation of Officers*	$9,262	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$591,738
Total Liabilities	$0
Net Assets	$591,738

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Sd Na (Trustee)	$9,262	$0

990-PF

Filed on April 30, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$53,022

Expenses

$41,200

Net Income

$11,822

Net Assets

$600,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,017	32.1%
Sales of Assets	$36,005	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,689	76.9%
Compensation of Officers*	$8,953	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$600,741
Total Liabilities	$1
Net Assets	$600,740

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$34,942

Expenses

$40,466

Net Income

-$5,524

Net Assets

$588,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,759	48.0%
Sales of Assets	$18,183	52.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,980	79.0%
Compensation of Officers*	$7,823	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$588,919
Total Liabilities	$1
Net Assets	$588,918

990-PF

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

PDF

PDF (2 of 2)

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

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Thelma J Serr Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $33.1k (2024)

Expenses $41k (2024)

Total Assets $568k (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

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$33.1k (2024)

Expenses

$41k (2024)

Total Assets

$568k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2013

Fiscal Year Ending Dec.
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