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· Public charity

Summ Foundation

To promote social welfare and the advancement of sensible policies that expand liberty.

$3.2M
Granted FY2024still arriving
4
Grants FY2024still arriving
2
States reached
$2.3M
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2023 to 2024.

Public Benefit$3.1MCivil Rights$1.9MEducation$175kInternational$100k
02FY2024 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $50k–250k1 grant · $100k
  • $250k+3 grants · $3.1M
$500,000
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
WITH HONOR ACTION INC$2,270,000
AMERICAN UNITY FUND INC$500,000
WELCOME PAC$300,000
DEMOCRACY FIRST PAC$100,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY23–24) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 34% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 8%DRUG POLICY ACTION: $50k → 17%DEMOCRACY FIRST PAC: $100k → 14%NATIONAL BLACK EMPOWERMENT: $150k → 13%UKRAINE FREEDOM PROJECT: $100k → 6%PARENTS DEFENDING EDUCATION: $175k → 7%WELCOME PAC: $300k → 14%AMERICAN UNITY FUND: $1.2M → 6%DEFENDING DEMOCRACY: $200k → 14%AMERICAN UNITY FUND INC: $500k → 6%WINNING FOR WOMEN INC: $200k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Fdd Action

FDD Action is a non-profit, non-partisan 504(c)4 organization established to advocate for effective policies to promote U.S. National Security and defend free nations.

Community Improvement
2
Foreign Policy for America

Foreign Policy For America is a nonpartisan advocacy organization founded to strengthen support for principled American engagement in the world.

—
3
RepresentUs Education Fund

Represent.Us Education Fund (RUEF) is a national, nonpartisan 501(c)(3) Organization working for a US government that is truly accountable to the people, not just the powerful. RUEF educates and unites people from all backgrounds to defend…

Public Benefit
4
RepresentUs

RepresentUs is America's leading nonpartisan grassroots organization working for a government accountable to the people. We unite people from all backgrounds to defend democracy, root out corruption, mobilize action, and support campaigns…

Public Benefit
5
Act for America

Advocacy concerning democratic values, national security and defense; lobbying of government officials in favor of policies that further the defense of the u.s. and its constitution; development of coalitions with other organizations to…

Civil Rights
6
Advancing American Freedom Inc

Advancing american freedom promotes and defends the successful policies of recent years that yielded unprecedented prosperity at home and restored america's strength abroad, while elevating traditional american values. aaf serves the…

International
7
Partnership for Policy Integrity

Partnership for Policy Integrity (PFPI) uses data-driven advocacy and litigation to fight for forests, communities and the climate.

Environment
8
Defend Democracy Now

Conduct research and expose abuse of authority and power by government authorities and the deleterious effect such actions have on american democracy.

—
9
Academic Freedom Alliance

The Organization's members are dedicated to protecting the rights of faculty members at colleges and universities to speak, instruct, and publish without fear of sanction or punishment.

Philanthropy
10
Adf Action

To advocate and educate in favor of public policies supporting religious freedom, freedom of speech, parental rights, and the sanctity of life and marriage. (continued on schedule o)adf action's primary program accomplishment was providing…

Civil Rights
11
Advancing American Freedom Foundation Inc

Advancing american freedom foundation (aaff) educates the american people that freedom is the cornerstone of our republic, and that freedom must be fostered and protected against unjustified government encroachment. aaff informs the public…

Public Benefit
12
Defense of Freedom Institute for Policy Studies Inc

To provide thoughtful, conservative solutions to the challenges presented by education, workforce, labor and employment issues.

Education
How this is measured
The grantee most central to the portfolio’s shape is Defending Democracy Together; the most unlike its peers is Ukraine Freedom Project. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

8 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 8 of the 10 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

3
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
8/8
Grantees still filing
6/8
Grew since first funded

Where the money sits, by cause and then by grantee

AMERICAN UNITY FUND INC: $1,667,000 · OtherAMERICAN UNITY FUND INCWELCOMEPAC: $300,000 · OtherWELCOMEPACWINNING FOR WOMEN INC: $200,000 · OtherWINNING FOR WOMEN INCDEFENDING DEMOCRACY TOGETHER: $200,000 · OtherDEFENDING DEMOCRACY TOGETHERNational Black Empowerment Action Fund Inc: $150,000 · OtherNational Black Empowerment Action Fund IncDEMOCRACYFIRST: $100,000 · OtherWITH HONOR ACTION INC: $2,270,000 · Civil RightsWITH HONOR ACTION INCDEFENDING EDUCATION: $175,000 · Civil RightsDEFENDING EDUCATION+1 more: $50,000 · Civil RightsUKRAINE FREEDOM PROJECT: $100,000 · International
Other$2,617,000Civil Rights$2,495,000International$100,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetWITH HONOR ACTION INC: $2,270,000 over 1y, 35% of budgetAMERICAN UNITY FUND INC: $1,667,000 over 2y, 36% of budgetWINNING FOR WOMEN INC: $200,000 over 1y, 13% of budgetDEFENDING DEMOCRACY TOGETHER: $200,000 over 1y, 4.5% of budgetDEFENDING EDUCATION: $175,000 over 1y, 3.4% of budgetNational Black Empowerment Action Fund Inc: $150,000 over 1y, 49% of budgetUKRAINE FREEDOM PROJECT: $100,000 over 1y, 23% of budgetDRUG POLICY ACTION: $50,000 over 1y, 1.6% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a set of overlaps that mostly run through this funder rather than between each other.

Ardleigh Impact CorpVA13.6× affinity4 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: Ardleigh Impact Corp

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Summ Foundation funds: left to right is the share of its income from government, bottom to top the share from Summ Foundation. Bigger dots raise more.

2024
’20’21’22’23’24
no gov · 00%3%13%28%50%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–24
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    04Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Summ Foundation?

    Find your warmest path to Summ Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 10 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Possibly out of date. A more recent filing (FY2025) is on record and reports $4k of grant expense, but none of it to a named recipient. On a Form 990 that can mean grants abroad, filed by region only (Schedule F), grants under $5,000, which are not itemized, or a schedule referenced as an attachment the e-file does not carry. The figures above are therefore from FY2024, the most recent year this funder named its grantees.

    Source object · view filing

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