S&R Heritage is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLYMOUTH, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $952K in total assets. In 2024, it awarded 4 grants totaling $70K. Net investment income was $31K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$952K
+4.0% YoY
Annual Giving
$70K
+49.6% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$18K
+124.4% YoY
Under IRS private-foundation payout rules, S&R Heritage reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.
About S&R Heritage
Based on IRS filings
S&R Heritage is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLYMOUTH, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $952K in total assets. In 2024, it awarded 4 grants totaling $70K. Net investment income was $31K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $952,070 | $915,684 | $830,421 |
| Revenue | $116,323 | $19,710 | $23,166 |
| Expenses | $79,937 | $55,171 | $20,679 |
| Qualifying Distributions | $70,000 | $46,790 | $15,000 |
| Net Investment Income | $31,474 | $25,343 | $17,889 |
| Distributable Amount | $45,980 | $42,667 | $43,202 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Lens Foundation ($29,000), Bee Well Serve Well ($16,000), Make-A-Wish South Carolina ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Holy Innocent Episcopal School Atlanta, GA | Programming | $10,000 |
| The Lens Foundation Mt Pleasant, SC | Programming | $29,000 |
| Make-A-Wish South Carolina Greenville, SC | Programming | $15,000 |
| Bee Well Serve Well Rochester, MI | Programming | $16,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bebhin Piersa | President | 1 | — |
| Meghan Thatcher | Secretary | 1 | — |
| Michael Piersa | Treasurer | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is S&R Heritage?
S&R Heritage is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLYMOUTH, MI. It holds $952K in total assets as of 2024.
How large is S&R Heritage?
As of 2024, S&R Heritage holds $952K in total assets with $116K in annual revenue. It awarded 4 grants totaling $70K in 2024.
Where does S&R Heritage operate?
S&R Heritage has awarded grants in Georgia, Michigan, South Carolina.
What size grants does S&R Heritage award?
In 2024, S&R Heritage awarded 4 grants totaling $70K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is S&R Heritage required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, S&R Heritage reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in S&R Heritage's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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