Sur Hart Family Foundation
Sur Hart Family Foundation is a private foundation based in Okemos, Michigan. Its 2024 filing reports 16 grants totaling $144,396 to organizations in multiple states.
Sur Hart Family Foundation at a glance
In short: Sur Hart Family Foundation gave $144K across 16 grants in 2024 (avg $9K), mostly in Florida. 69% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $144,396
- -16.5% vs 2023
- Grants made (2024)
- 16
- +6.7% vs 2023
- Average grant
- $9,025
- -21.7% vs 2023
- Median grant
- $529
- Total assets
- $8,964,919
- +11.3% vs 2023
- New grantees (estimate)
- 69% first-time grantees (11 of 16, 2024; small sample)
- Primary geography
- Florida (71% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Sur Hart Family Foundation
- How to Apply
-
The filing says the foundation does not restrict giving to preselected organizations. It accepts applications in the form of a letter, with a copy of the organization’s IRS exemption letter. The filing lists no restrictions on awards.
- Contact
Application contact: Christine M Dalton
Mailing address: 2026 Palmetto Point Drive, Ponte Vedra Beach, FL 32082
Phone: (630) 660-8367
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Sur Hart Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Sawgrass Foundation Inc ($100K). Together the top 10 received $143K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 40 grants of 43 (93%).
Geographic Focus
Where this funder awards grants
In 2024, 71% of grant dollars went to recipients in Florida, 14% to North Carolina, 10% to Colorado, 2% to Michigan, and 1% to Illinois. Listed recipients also included organizations in Tennessee, Wisconsin, and Delaware.
Grant Distribution by State
Share of 2024 grant dollars across all 16 itemized grants.
States
Cities
Is Sur Hart Family Foundation open to new grantees?
69%
first-time grantees, 2024
In 2024, 11 of 16 grantees (69%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $11K; repeat grants $4K. How we count
Medians: $1K first-time, $500 repeat.
- 25% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 34% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $144K (2024) to $1.1M (2022). In 2024 it made 16 grants totaling $144K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sawgrass Foundation Inc Ponte Vedra Beach, FL | Scholarships | $100,000 |
| Faithbridge UMC Blowing Rock, NC | Assist Low Income Persons | $20,000 |
| Alpha Phi Foundation Denver, CO | Leadership Fund | $15,000 |
| Mercy High School Farmington Hills, MI | Education | $2,000 |
| Marian High School Chicago Heights, IL | Education | $2,000 |
| Jacksonville Symphony Jacksonville, FL | Music Education | $1,000 |
| St Jude Childrens Research Hospital Memphis, TN | Medical Research | $1,000 |
| Humorology Madison, WI | Child Advocacy | $540 |
| Forgotten Harvest Oak Park, MI | Relieving Hunger | $518 |
| Detroit Symphony Orchestra Detroit, MI | Music Education | $500 |
Ready to take the next step with Sur Hart Family Foundation?
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 | $8,964,919 | $180,445 | $240,858 | $144,396 | 16 | $144,396 | $180,087 | $421,765 |
| 2023 | $8,056,109 | $316,014 | $261,272 | $172,892 | 15 | $172,892 | $160,385 | $373,606 |
| 2022 | $7,400,315 | $8,919,402 | $1,169,375 | $1,127,676 | 12 | $1,127,676 | $155,719 | $246,187 |
Under IRS private-foundation payout rules, Sur Hart Family Foundation reported a distributable amount of $422K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included $100,000 to Sawgrass Foundation Inc.; that grantee describes its mission as providing scholarships and emergency assistance. Alpha Phi Foundation Inc., which received $15,000, describes its mission as advancing women’s lives through philanthropy. Other grantees describe work in pediatric disease research and treatment (St. Jude Children’s Research Hospital), community engagement and philanthropic service (Humorology Inc.), hunger relief and preventing food waste in Metro Detroit (Forgotten Harvest Inc.), and music and music education (Detroit Symphony Orchestra Inc.).
Grantmaking
In 2024, the foundation made 16 grants totaling $144,396. Grants ranged from $63 to $100,000, with a median of $529. The largest grants included $100,000 to Sawgrass Foundation Inc. for scholarships, $20,000 to FaithBridge UMC to assist low-income persons, and $15,000 to Alpha Phi Foundation for a leadership fund. Other listed grants included $2,000 each to Mercy High School and Marian High School for education, and $1,000 to Jacksonville Symphony for music education.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Christine M. Dalton as president and Catherine A. Herz as treasurer/secretary.
Sur Hart Family Foundation is led by Christine M. Dalton, President since 2024 (on filings since 2022); none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Christine M. Dalton
President
Secretary → President, 2024
On filings since 2022
1 hr/week
No compensation reported
Catherine A. Herz
Treasurer & Secretary
Treasurer → Treasurer & Secretary, 2024
On filings since 2022
1 hr/week
No compensation reported
Former officers (1)
- Former: Mark Sur (2022–2023) — President
Data from IRS Form 990 filings, 2022–2024. "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 Sur Hart Family Foundation
How much does Sur Hart Family Foundation give each year?
Sur Hart Family Foundation gave $144K across 16 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $173K across 15 grants.
What is Sur Hart Family Foundation's typical grant size?
Sur Hart Family Foundation's median grant in 2024 was $529, and its average grant was $9,025, across 16 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Sur Hart Family Foundation that year got $11K on average.
Where does Sur Hart Family Foundation give grants?
Sur Hart Family Foundation gives mostly in Florida: 71% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were North Carolina (14%) and Colorado (10%). The most frequent recipient cities were Jacksonville, FL (4 grants).
Does Sur Hart Family Foundation give general operating support?
Not in 2024: none of the 16 grants with a stated purpose on Sur Hart Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (3 grants).
Who are Sur Hart Family Foundation's largest grantees?
Sur Hart Family Foundation's largest 2024 grantees include Sawgrass Foundation Inc ($100,000), Faithbridge UMC ($20,000) and Alpha Phi Foundation ($15,000), according to its 2024 IRS Form 990-PF. Together they received 93% of its itemized 2024 grant dollars.
How large is Sur Hart Family Foundation?
Sur Hart Family Foundation reported $9.0M in total assets on its 2024 IRS Form 990-PF. It paid out $144K in qualifying distributions that year, against a required minimum of $422K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Sur Hart Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included $100,000 to Sawgrass Foundation Inc.; that grantee describes its mission as providing scholarships and emergency assistance. See mission & focus areas ↑
How do I apply for a grant from Sur Hart Family Foundation?
The filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Sur Hart Family Foundation's EIN?
Sur Hart Family Foundation's EIN (Employer Identification Number) is 47-1865550. IRS Form 990 filing data is available on this page for 2022–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 17, 2025)
- IRS filings on file for fiscal years 2022–2024
Live grants for the work Sur Hart Family Foundation funds
Public, Societal Benefit Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Sur Hart Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Sur Hart Family Foundation funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/sur-hart-family-foundation-morg_606adb64598e4ec2acb560bd3bea7bdd
BibTeX
@misc{grantable_471865550_2026,
author = {{Grantable}},
title = {{Sur Hart Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sur-hart-family-foundation-morg_606adb64598e4ec2acb560bd3bea7bdd},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Sur Hart Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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