Funder DirectorySUR HART FAMILY FOUNDATION
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Private foundation (trust)EIN 471865550Est. 2014-11

SUR HART FAMILY FOUNDATION

OKEMOS, MI 48864

Accepts unsolicited proposals

Total Assets

$9.0M

FY 2024

Annual Giving

$144K

FY 2024

Grants Made

16

FY 2024

Avg Grant

$9K

FY 2024

Grant Range

$63–$100K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Public & Societal Benefit

Financial Snapshot

2024 filing

Total Revenue

$180K

Total Expenses

$241K

Qualifying Distributions

$144K

Distributable Amount

$422K

Min. Investment Return

$424K

Payout rate 34%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.34%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

16 grants

Grant sizes from minimum $63 through median $529 to maximum $100K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2022 to 2024. Peak $1.1M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

43 grants

HSHS ST JOHN'S FOUNDATION
$1.1M
2 grants
CHAMINADE COLLEGE PREPARATORY SCHOO
$101K
1 grant
SAWGRASS FOUNDATION INC
$100K
1 grant
FAITHBRIDGE UMC
$51K
2 grants
ALPHA PHI FOUNDATION
$15K
1 grant
WEST INDIES SELF HELP
$10K
1 grant
DETROIT SYMPHONY ORCHESTRA
$3K
3 grants
MERCY HIGH SCHOOL
$2K
1 grant

Grant Size Distribution

43 grants

<$10K
36
grants
$10–50K
4
grants
$50–250K
2
grants
$250K–1M
$1–5M
1
grants
$5M+

Geographic Focus

11 states

Illinois
$1.2M
80% of total
Missouri
$111K
8% of total
Florida
$104K
7% of total
North Carolina
$51K
4% of total
Colorado
$15K
1% of total
Michigan
$8K
1% of total
Georgia
$1K
0% of total
New York
$1K
0% of total
Tennessee
$1K
0% of total
Wisconsin
$540
0% of total

+1 more states

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SUR HART FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo