Santa Maria Charitable Foundation
Santa Maria Charitable Foundation is a private foundation, based in Rochester Hills, MI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 5 grants totaling $589K. Net investment income was $299K.
Santa Maria Charitable Foundation at a glance
In short: Santa Maria Charitable Foundation gave $589K across 5 grants in 2024 (avg $118K), mostly in Michigan. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $589,067
- +2354.4% vs 2023
- Grants made (2024)
- 5
- -16.7% vs 2023
- Average grant
- $117,813
- +2845.3% vs 2023
- Median grant
- $10,000
- Primary geography
- Michigan (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Santa Maria Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was St Mary Catholic Central ($549K). Together the top 5 received $589K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 26 grants of 27 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
How Santa Maria Charitable Foundation gives
- Giving grew 2166% from 2021 to 2024. Method
- In 2024 it paid out well above 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 2020 to 2024, annual grant giving ranged from $21K (2020) to $589K (2024). In 2024 it made 5 grants totaling $589K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Mary Catholic Central Monroe, MI | Finanacial Aid | $549,067 |
| Holy Angels School Foundation Sturgis, MI | Finanacial Aid | $20,000 |
| Notre Dame Prep & Marist Academy Pontiac, MI | Finanacial Aid | $10,000 |
| Community Foundation for Ne MI Alpena, MI | Finanacial Aid | $5,000 |
| Seven Ponds Nature Center Dryden, MI | Finanacial Aid | $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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $299,481 | $593,829 | $589,067 | 5 | $589,067 | $299,481 | $22,492 |
| 2023 | $294,348 | $32,864 | $24,601 | $24,000 | 6 | $24,000 | $32,864 | $22,711 |
| 2022 | $286,085 | $26,118 | $25,210 | $24,000 | 6 | $24,000 | $26,118 | $23,434 |
| 2021 | $285,177 | $36,902 | $27,164 | $26,000 | 6 | — | $36,902 | $23,489 |
| 2020 | $275,439 | $36,906 | $21,639 | $21,000 | 4 | — | $36,906 | $17,187 |
Under IRS private-foundation payout rules, Santa Maria Charitable Foundation reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Santa Maria Charitable Foundation is led by James R. Guest, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
James R. Guest
President
On filings since 2020
2 hrs/week
No compensation reported
Alan J. Guest
Trustee
On filings since 2020
No compensation reported
David R. Guest
Trustee
On filings since 2020
No compensation reported
Maryanne M. Guest
Secretary
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Santa Maria Charitable Foundation
How much does Santa Maria Charitable Foundation give each year?
Santa Maria Charitable Foundation gave $589K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $24K across 6 grants.
What is Santa Maria Charitable Foundation's typical grant size?
Santa Maria Charitable Foundation's median grant in 2024 was $10,000, and its average grant was $117,813, across 5 grants on its 2024 IRS Form 990-PF.
Where does Santa Maria Charitable Foundation give grants?
Santa Maria Charitable Foundation gives mostly in Michigan: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Santa Maria Charitable Foundation give general operating support?
Not in 2024: none of the 5 grants with a stated purpose on Santa Maria Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Finanacial Aid" (5 grants).
Who are Santa Maria Charitable Foundation's largest grantees?
Santa Maria Charitable Foundation's largest 2024 grantees include St Mary Catholic Central ($549,067), Holy Angels School Foundation ($20,000) and Notre Dame Prep & Marist Academy ($10,000), according to its 2024 IRS Form 990-PF. Together they received 98% of its itemized 2024 grant dollars.
How much is Santa Maria Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Santa Maria Charitable Foundation reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Santa Maria Charitable Foundation's EIN?
Santa Maria Charitable Foundation's EIN (Employer Identification Number) is 38-6074753. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 4, 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 December 11, 2024)
- IRS filings on file for fiscal years 2020–2024
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