Surtman Foundation
Surtman Foundation is a private foundation based in Smithfield, Virginia. Its 2024 filing describes its awards as educational grants, primarily for medical research, education, and community service organizations; its 2025 filing reports 22 grants totaling $286,900.
Surtman Foundation at a glance
In short: Surtman Foundation gave $287K across 22 grants in 2025 (avg $13K), mostly in Virginia. 18% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $286,900
- +29.2% vs 2024
- Grants made (2025)
- 22
- -18.5% vs 2024
- Average grant
- $13,041
- +58.6% vs 2024
- Median grant
- $1,500
- Total assets
- $1,264,581
- -14.1% vs 2024
- New grantees (estimate)
- 18% first-time grantees (4 of 22, 2025; small sample)
- Primary geography
- Virginia (63% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Surtman Foundation
- How to Apply
-
The 2024 filing says the foundation does not restrict giving to preselected organizations. It lists contact with “THE Surtman Foundation CO REBECCA C” and says applications may be submitted in any legible and orderly form. The filing lists educational grants, primarily medical research, education, and community service organizations, as restrictions on awards.
- Review Cycle
- None listed.
- Deadline
- None listed.
- Contact
Application contact: The Surtman Foundation Co Rebecca C
Mailing address: 9 Moone Creek Circle, Smithfield, VA 23430
Phone: (540) 958-3236
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Surtman Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Liberty Live Church ($103K). Together the top 10 received $277K.
Grant Size Distribution
120 grants across all recorded years
The most common grant size was under $50K: 114 grants of 120 (95%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went primarily to recipients in Virginia (63%), followed by Ohio (17%), New York (13%), North Carolina (3%), and Florida (2%).
Grant Distribution by State
Share of 2025 grant dollars across all 22 itemized grants.
States
Cities
Is Surtman Foundation open to new grantees?
18%
first-time grantees, 2025
In 2025, 4 of 22 grantees (18%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $3K; repeat grants $15K. How we count
Medians: $3K first-time, $2K repeat.
- 77% of 2025 grantees were also funded in 2024. Method
- Giving grew 129% from 2022 to 2025. Method
- In 2025 it paid out 408% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). 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 2021 to 2025, annual grant giving ranged from $56K (2023) to $287K (2025). In 2025 it made 22 grants totaling $287K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Liberty Live Church Hampton, VA | Religious | $102,500 |
| Broken Chains Ministry Akron, OH | Religious | $50,000 |
| Recovery Alive Smithfield, VA | Community Service | $50,000 |
| ACLU Foundation New York, NY | Community Service | $38,000 |
| Liberty Baptist Church Hampton, VA | Religious | $15,250 |
| Emotional Recovery Clinic Oviedo, FL | Community Service | $6,150 |
| Calvary Road Baptist Church Alexandria, VA | Religious | $5,000 |
| Destiny Family Center Stuarts Draft, VA | Religious | $5,000 |
| Davidson Community Players Davidson, NC | Community Service | $2,500 |
| Raices San Antonio, TX | Community Service | $2,500 |
Ready to take the next step with Surtman 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,264,581 | $94,257 | $301,845 | $286,900 | 22 | $286,900 | $84,312 | $70,251 |
| 2024 | $1,472,169 | $690,830 | $240,747 | $222,000 | 27 | $222,000 | $35,193 | $70,889 |
| 2023 | $1,022,086 | $-106,124 | $73,759 | $56,250 | 23 | $56,250 | — | $49,384 |
| 2022 | $1,201,969 | $-1,085,246 | $153,470 | $125,350 | 25 | $125,350 | — | $60,679 |
| 2021 | $2,440,685 | $588,422 | $162,158 | $145,500 | 23 | — | — | $85,594 |
Under IRS private-foundation payout rules, Surtman Foundation reported a distributable amount of $70K for 2025 — 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 is provided. The foundation’s 2024 filing describes its awards as educational grants, primarily for medical research, education, and community service organizations.
Its 2025 grants included religious and community-service awards. Among the grantees, Broken Chains Jail & Prison Ministry describes its work as helping people recover from incarceration and homelessness and supporting employment and recovery from substance abuse, domestic violence, and sex trafficking. Peninsula Rescue Mission describes its services as including shelter, work rehabilitation, aid to families in need, and a summer camp for underprivileged children. Blue Ridge Parkway Foundation describes its support for the Parkway as including historical and cultural preservation, natural-resource protection, visitor amenities, and education and outreach.
Grantmaking
In filing year 2025, the foundation awarded 22 grants totaling $286,900. Grants ranged from $500 to $102,500, with a median of $1,500.
Notable 2025 grants included $102,500 to Liberty Live Church in Hampton, Virginia; $50,000 to Broken Chains Ministry in Akron, Ohio; $50,000 to Recovery Alive in Smithfield, Virginia; and $38,000 to ACLU Foundation in New York, New York. Other listed awards included $15,250 to Liberty Baptist Church, $6,150 to Emotional Recovery Clinic, and $5,000 each to Calvary Road Baptist Church and Destiny Family Center.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jefferry M Chanter and Rebecca Chanter as trustees.
Surtman Foundation's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Jefferry M. Chanter
Trustee
New on the 2025 filing
1 hr/week
$5K (2025)
Rebecca Chanter
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (1)
- Former: Jeffrey M. Chanter (2021–2024) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Jefferry M Chanter (Trustee).
Frequently asked questions about Surtman Foundation
How much does Surtman Foundation give each year?
Surtman Foundation gave $287K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $222K across 27 grants.
What is Surtman Foundation's typical grant size?
Surtman Foundation's median grant in 2025 was $1,500, and its average grant was $13,041, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Surtman Foundation that year got $3K on average.
Where does Surtman Foundation give grants?
Surtman Foundation gives mostly in Virginia: 63% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Ohio (17%) and New York (13%). The most frequent recipient cities were Denver, NC (3 grants), Hampton, VA (2 grants) and Smithfield, VA (2 grants).
Does Surtman Foundation give general operating support?
Not in 2025: none of the 22 grants with a stated purpose on Surtman Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Service" (13 grants) and "Religious" (7 grants).
Who are Surtman Foundation's largest grantees?
Surtman Foundation's largest 2025 grantees include Liberty Live Church ($102,500), Broken Chains Ministry ($50,000) and Recovery Alive ($50,000), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.
How large is Surtman Foundation?
Surtman Foundation reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $287K in qualifying distributions that year, against a required minimum of $70K (roughly 5% of its investment assets).
What does Surtman Foundation fund?
No mission statement is provided. The foundation’s 2024 filing describes its awards as educational grants, primarily for medical research, education, and community service organizations. See mission & focus areas ↑
How do I apply for a grant from Surtman Foundation?
The 2024 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 Surtman Foundation's EIN?
Surtman Foundation's EIN (Employer Identification Number) is 56-6056565. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Surtman Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/surtman-foundation-morg_19870bdf141d4dafa5bdc7d9ca5d1cd8
BibTeX
@misc{grantable_566056565_2026,
author = {{Grantable}},
title = {{Surtman Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/surtman-foundation-morg_19870bdf141d4dafa5bdc7d9ca5d1cd8},
note = {Accessed 2026-10-15. 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 Surtman 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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