S&R Heritage
S&R Heritage is a private foundation, based in Plymouth, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 5 grants totaling $60K. Net investment income was $45K.
S&R Heritage at a glance
In short: S&R Heritage gave $60K across 5 grants in 2025 (avg $12K), mostly in South Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $60,000
- -14.3% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $12,000
- -31.4% vs 2024
- Median grant
- $15,000
- Total assets
- $1,042,433
- +9.5% vs 2024
- Primary geography
- South Carolina (58% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who S&R Heritage funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Holy Innocent Episcopal School ($15K). Together the top 5 received $60K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How S&R Heritage gives
- Giving grew 300% from 2022 to 2025. Method
- In 2024 it paid out 152% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $15K (2022) to $70K (2024). In 2025 it made 5 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Holy Innocent Episcopal School Atlanta, GA | Programming | $15,000 |
| The Lens Foundation Mt Pleasant, SC | Programming | $15,000 |
| Make-A-Wish South Carolina Greenville, SC | Programming | $15,000 |
| Junior Achievement Detroit, MI | Programming | $10,000 |
| Conflict Resolution for Kids Charleston, SC | Programming | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,042,433 | $151,438 | $61,075 | $60,000 | 5 | — | $44,905 | — |
| 2024 | $952,070 | $116,323 | $79,937 | $70,000 | 4 | $70,000 | $31,474 | $45,980 |
| 2023 | $915,684 | $19,710 | $55,171 | $46,790 | 6 | $46,790 | $25,343 | $42,667 |
| 2022 | $830,421 | $23,166 | $20,679 | $15,000 | 1 | $15,000 | $17,889 | $43,202 |
| 2021 | $1,010,024 | $71,457 | $8,709 | — | — | — | $62,748 | $46,760 |
| 2020 | $910,465 | $910,465 | — | — | — | — | $5 | $1,873 |
Leadership & Key People
Officers and directors from IRS filings
S&R Heritage is led by Bebhin Piersa, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bebhin Piersa
President
On filings since 2020
1 hr/week
No compensation reported
Meghan Thatcher
Secretary
On filings since 2020
1 hr/week
No compensation reported
Michael Piersa
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about S&R Heritage
How much does S&R Heritage give each year?
S&R Heritage gave $60K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $70K across 4 grants.
What is S&R Heritage's typical grant size?
S&R Heritage's median grant in 2025 was $15,000, and its average grant was $12,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does S&R Heritage give grants?
S&R Heritage gives mostly in South Carolina: 58% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Georgia (25%) and Michigan (17%).
Does S&R Heritage give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on S&R Heritage's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Programming" (5 grants).
Who are S&R Heritage's largest grantees?
S&R Heritage's largest 2025 grantees include Holy Innocent Episcopal School ($15,000), The Lens Foundation ($15,000) and Make-A-Wish South Carolina ($15,000), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is S&R Heritage?
S&R Heritage reported $1.0M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $151K.
What is S&R Heritage's EIN?
S&R Heritage's EIN (Employer Identification Number) is 85-0610294. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 1, 2026)
- IRS filings on file for fiscal years 2020–2025
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