2024-07-17T18:38:03-04:00 2023-12-31 381961213 LALLY GROUP PC PO BOX 1066 JACKSON MI 492041066 990PF 2023-01-01 471865550 SUR HART FAMILY FOUNDATION ATTN CHRISTINE DALTON SURH 2487884969 497 WOODHAVEN DR COMMERCE TWP MI 48390 CHRISTINE M DALTON SECRETARY 2024-07-01 true CHRISTINE M DALTON XXX-XX-XXXX true JON A NOWINSKI CPA P00004583 5177870064 2024-07-01 2023 2023-04-26 12:10:37Z X 8056109 X 82500 X 54392 54392 189373 189373 -10251 32356 316014 243765 4950 4950 6244 1244 77186 77186 88380 83380 0 172892 172892 261272 83380 172892 54742 160385 433454 275443 275443 6966861 7780666 7780666 7400315 8056109 8056109 0 X 7400315 8056109 7400315 8056109 7400315 8056109 7400315 54742 601052 8056109 8056109 SHORT P 10000 18990 -8990 -8990 LONG P 10000 23617 -13617 -13617 -10251 2229 2229 2229 2677 2677 448 448 false false false false false false false true true MI true false false false false true N/A CHRISTINE M DALTON 2487884969 2026 PALMETTO POINT DRIVE PONTE VEDRA BEACH FL 32082 false false false false false false false false false false false false false false false false false false false false MARK SUR 487 WOODHAVEN DR COMMERCE TWP MI 48390 PRESIDENT 1.00 0 0 0 CHRISTINE M DALTON 2026 PALMETTO POINT DRIVE PONTE VEDRA BEACH FL 32082 SECRETARY 1.00 0 0 0 CATHERINE A HERZ 3 DORSET HILL RD WESTFIELD NJ 07090 TREASURER 1.00 0 0 0 NONE NONE N/A 7257476 373690 0 7631166 7631166 114467 7516699 375835 375835 2229 2229 373606 373606 373606 172892 172892 373606 881489 881489 172892 172892 200714 200714 680775 0 680775 680775 CHRISTINE M DALTON 2026 PALMETTO POINT DRIVE PONTE VEDRA BEACH FL 32082 6306608367 APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A LETTER AND INCLUDE A COPY OF THE ORGANIZATION'S IRS EXEMPTION LETTER. NONE NONE WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE 501(C)(3) VETERAN ASSISTANCE 300 HSHS ST JOHN'S FOUNDATION 800 E CARPENTER ST SPRINGFIELD IL 62769 NONE 501(C)(3) HEATH CARE 25000 HABITAT FOR HUMANITY 322 W LAMAR ST AMERICUS GA 31709 NONE 501(C)(3) AFFORDABLE HOUSING 500 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE 501(C)(3) MILITARY/ FIRST RESPONDERS 254 DETROIT SYMPHONY ORCHESTRA 3711 WILDWOOD AVE DETROIT MI 48201 NONE 501(C)(3) MUSIC EDUCATION 1928 HENRY FORD HOSPITAL 2799 W GRAND BLVD DETROIT MI 48202 NONE 501(C)(3) MEDICAL TREATMENT 500 CHAMINADE COLLEGE PREPARATORY SCHOO 425 S LINDBERGH BLVD ST LOUIS MO 63131 NONE 501(C)(3) EDUCATION 101000 CUMMER MUSEUM 829 RIVERSIDE AVENUE JACKSONVILLE FL 32204 NONE 501(C) (3) EDUCATION 1000 BROOKS FOUNDATION 1199 UNVERSITY BLVD JACKSONVILLE FL 32216 NONE 501 (C) (3) REHABILITATION 250 FAITHBRIDGE UMC 194 AHO ROAD BLOWING ROCK NC 28605 NONE 501 (C) (3) ASSIST LOW INCOME PERSONS 30750 WEST INDIES SELF HELP P O BOX 221608 ST LOUIS MO 63122 NONE 501 (C) (3) ASSIST LOW INCOME PERSONS 10000 DPTV DETROIT PBS RILEY BROADCAST CTR WIXOM MI 48393 NONE 501 (C) (3) EDUCATION 110 OUR LADY STAR OF THE SEA 545 ANORTH PONTE VEDRA BEACH FL 32082 NONE 501 (C) (3) CHURCH 100 DETROIT CATHOLIC CENTRAL HIGH SCHOO 27225 WIXOM ROAD NOVI MI 48374 NONE 501 (C) (3) EDUCATION 1000 TERRA SANCTA MINISTRIES 400 SOUTH BLVD PONTIAC MI 48341 NONE 501 (C) (3) ASSIST LOW INCOME PERSONS 200 172892 14 54392 14 189373 14 12356 -22607 256121 -22607 233514 false false false false false false false false false false PROFESSIONAL FEES 4950 4950 CDS FMV 149223 149223 GOVERNMENT SECURITIES FMV 298198 298198 CORPORATE BONDS FMV 495343 495343 CORPORATE EQUITIES FMV 3627874 3627874 MUTUAL FUNDS FMV 3210028 3210028 EXPENSES INVESTMENT AND BANK FEES 75307 75307 MEETINGS-TRAVEL, SUPPLIES 1854 1854 MICHIGAN ANNUAL REGISTRATION 25 25 UNREALIZED APPRECIATION 571150 NONDIVEND DISTRIBUTIONS 29902 FOREIGN TAXES 1244 1244 FEDERAL TAXES 5000