Nonprofit · EIN 47-1865550
SUR HART FAMILY FOUNDATION
Tax-exempt · OKEMOS, MI 48864
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $180,445 | $240,858 | -$60,413 | $8,964,919 | $0 | $8,964,919 |
| December 31, 2023 | 990-PF | $316,014 | $261,272 | $54,742 | $8,056,109 | $0 | $8,056,109 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $226,050
- Interest
- $45,415
- Net gain from sales of assets
- -$91,020
Expenses
- Grants and similar amounts paid
- $144,396
- Disbursements for charitable purposes
- $144,396
- Excise tax on investment income
- $2,503
Balance sheet and other
- Total assets, start of year
- $8,056,109
- Total assets, end of year
- $8,964,919
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,964,919
- Fair market value of assets
- $8,964,919
- Qualifying distributions
- $144,396
- Net investment income
- $271,465
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTINE M DALTON 2026 PALMETTO POINT DRIVE, PONTE VEDRA BEACH, FL 32082 | PRESIDENT | 1 | $0 |
| CATHERINE A HERZ 3 DORSET HILL RD, WESTFIELD, NJ 07090 | TREASURER/SE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK SUR 487 WOODHAVEN DR, COMMERCE TWP, MI 48390 | PRESIDENT | 1 | $0 |
| CHRISTINE M DALTON 2026 PALMETTO POINT DRIVE, PONTE VEDRA BEACH, FL 32082 | SECRETARY | 1 | $0 |
| CATHERINE A HERZ 3 DORSET HILL RD, WESTFIELD, NJ 07090 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2222 WGRAND RIVER AVESTE A, OKEMOS, MI 48864-0000
- In care of
- % MARK SUR
- Mailing address (990-N for 2021)
- 497 WOODHAVEN DR, COMMERCE TWP MI 48390
- Principal officer (990-N for 2021)
- MARK SUR, 487 WOODHAVEN DR, COMMERCE TWP MI 48390
- Signed the 990-PF
- CHRISTINE M DALTON, PRESIDENT
- Phone
- (630) 660-8367
- Return prepared by
- LALLY GROUP PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-1865550
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Public and societal benefit (W99)
- Assets (IRS master file)
- $8,964,919
- Income (IRS master file)
- $1,884,098
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $180,445 | $240,858 | $8,964,919 | XML |
| 990-PF | December 2023 | $316,014 | $261,272 | $8,056,109 | XML |
| 990-PF | December 2022 | $8,919,402 | $1,169,375 | $7,400,315 | IRS |
| 990-N for 2021 Officer: MARK SUR | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Mark A Sur | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: MARK SUR | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-1865550).
Questions about SUR HART FAMILY FOUNDATION
- What is the EIN of SUR HART FAMILY FOUNDATION?
- The employer identification number (EIN) of SUR HART FAMILY FOUNDATION is 47-1865550.
- Is SUR HART FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to SUR HART FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUR HART FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUR HART FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUR HART FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who is the principal officer of SUR HART FAMILY FOUNDATION?
- The 990-N for 2021 names MARK SUR.
- Who are the officers and directors of SUR HART FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does SUR HART FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $180,445, expenses of $240,858 and total assets of $8,964,919 at year end.
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All nonprofits in OKEMOS · Michigan · Public and societal benefit