Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 92-0876450

SERRA FOUNDATION

Tax-exempt · BIRMINGHAM, AL 35223

Financials

$320K$02022$2.5M$43K2023$166K$239K2024$358K$152K2025
Revenue Expenses · by fiscal year end
Financials of SERRA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$357,697$152,383$205,314$2,888,991$0$2,888,991
December 31, 2024990-PF$166,108$239,102-$72,994$2,683,677$0$2,683,677
December 31, 2023990-PF$2,479,458$42,800$2,436,658$2,756,671$0$2,756,671
December 31, 2022990-PF$320,013$0$320,013$320,013$0$320,013
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$250,000
Interest
$107,697

Expenses

Grants and similar amounts paid
$115,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$115,000
Excise tax on investment income
$977

Balance sheet and other

Total assets, start of year
$2,683,677
Total assets, end of year
$2,888,991
Total liabilities, end of year
$0
Net assets, end of year
$2,888,991
Fair market value of assets
$2,888,991
Qualifying distributions
$115,000
Net investment income
$107,697

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANTHONY F SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
PRESIDENT/DIRECTOR1$0
MARGARET SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
VICE PRESIDENT/DIRECTOR1$0
KRISTINA SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
SECRETARY/DIRECTOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ANTHONY F SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
PRESIDENT/DIRECTOR1$0
MARGARET SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
VICE PRESIDENT/DIRECTOR1$0
KRISTINA SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
SECRETARY/DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ANTHONY F SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
PRESIDENT/DIRECTOR1$0
MARGARET SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
VICE PRESIDENT/DIRECTOR1$0
KRISTINA SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
SECRETARY/DIRECTOR1$0
990-PF for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
ANTHONY F SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
PRESIDENT/DIRECTOR1$0
MARGARET SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
VICE PRESIDENT/DIRECTOR1$0
KRISTINA SERRA
2345 CREST ROAD SOUTH, BIRMINGHAM, AL 35223
SECRETARY/DIRECTOR1$0

Address and contacts

Address (IRS master file)
2345 CREST RD, BIRMINGHAM, AL 35223-1017
Signed the 990-PF
ANTHONY SERRA, PRESIDENT/DIRECTOR
Phone
(205) 836-6775
Return prepared by
SMITH & HOWARD ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
92-0876450
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2023
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$2,888,991
Income (IRS master file)
$357,697

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$357,697$152,383$2,888,991IRS
990-PFDecember 2024$166,108$239,102$2,683,677XML
990-PFDecember 2023$2,479,458$42,800$2,756,671XML
990-PFDecember 2022$320,013$0$320,013XML

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 92-0876450).

Questions about SERRA FOUNDATION

What is the EIN of SERRA FOUNDATION?
The employer identification number (EIN) of SERRA FOUNDATION is 92-0876450.
Is SERRA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to SERRA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SERRA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SERRA FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SERRA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SERRA FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does SERRA FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $357,697, expenses of $152,383 and total assets of $2,888,991 at year end.

Other nonprofits in BIRMINGHAM

All nonprofits in BIRMINGHAM · Alabama · Human services