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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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