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Delaware · Private foundation

Summit Financial Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$14k
Granted FY2024(still arriving)
21
Grants FY2024
18
Organizations funded FY2023
72%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$500
Largest grant, FY2024
$5,000
Organizations funded a year
3 to 18
FY2017 to FY2023
States reached, FY2024
7
Total assets, FY2024
$248k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 72% of the organizations Summit Financial Foundation funded were first-time grantees, receiving 70% of its grant dollars.

New vs renewed · share of each year

In FY2023, 30% of grant dollars renewed an existing relationship; $8k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
HealthHuman ServicesAnimalsRecreation & SportsEducationFood & NutritionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving18$13k44%
FY202318$11k72%
FY202217$13k82%
FY20214$8k75%
FY20205$18k100%
FY20197$10k86%
FY20189$12k89%
FY20173$3kn/a
99% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$35kFood & Nutrition$10kInternational$8kHousing & Shelter$8kHuman Services$7kYouth Development$7kEmployment$5kPhilanthropy$5kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ID
IL
MI
NY
MA
OR
IA
OH
PA
CA
CO
NE
MO
VA
AZ
AR
TN
DC
HI
TX

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
American Lung Association$10,00010%
Goodness Village$5,51810%
Girls Incorporated of Alameda County$5,50020%
Down Syndrome Connection of the Bay Area$5,00010%
Open Heart Kitchen of Livermore Inc$5,00010%
Opportunity Junction Inc$5,00010%
Missing Man Ministry Inc$3,00032%
Rooms of Hope Inc$2,50030%
Crosswinds Church$2,1204n/a
Shelter Inc$2,00020%
Show all 58 grantees
All grantees of Summit Financial Foundation by total granted
GranteeTotal grantedYearsShare of their budget
American Lung Association$10,00010%
Goodness Village$5,51810%
Girls Incorporated of Alameda County$5,50020%
Down Syndrome Connection of the Bay Area$5,00010%
Open Heart Kitchen of Livermore Inc$5,00010%
Opportunity Junction Inc$5,00010%
Missing Man Ministry Inc$3,00032%
Rooms of Hope Inc$2,50030%
Crosswinds Church$2,1204n/a
Shelter Inc$2,00020%
Children's Hospital & Research Cntr Fndn$2,00020%
Children International$1,50020%
Bay Area Crisis Nursery$1,50020%
Lazarex Cancer Foundation$1,50030%
Monterey Bay Aquarium Foundation$1,25020%
Stepping Stones of Hope$1,2502n/a
St Jude Children's Research Hospital Inc$1,24020%
Mewater Foundation Incorporated$1,00010%
Hers Breast Cancer Foundation$1,00010%
Endurance with Jan & Dave Dravecky$1,00010%
The Susan G Komen Breast Cancer Foundation Inc$1,00010%
She-Can Global Inc$1,00010%
Kids Against Hunger Bay Area$1,00010%
Special Olympics Northern California Inc$1,00010%
Alzheimer's Disease & Related Disorders Association Inc$1,00010%
Ability Now Bay Area Inc$1,00010%
American Association of Suicidology$1,00010%
Culinary Angels$1,00010%
Diablo Valley Veterans Foundation$1,0001n/a
Cityteam Ministries$1,00010%
East Bay Integrated Care Inc$1,00010%
Dakin Pioneer Valley Humane Society Inc$1,00010%
Agape Villages Inc$7501n/a
Sleep in Heavenly Peace Inc$75010%
Newberrys BLOCK$7501n/a
Sentinels of Freedom Scholarship Foundation$60010%
Girls Soccer Worldwide$55030%
West Coast Boxer Rescue$50011%
Marine Mammal Care Center Los Angeles$50010%
American National Red Cross & Its Constituent Chapters and Branches$50010%
Canine Companions for Independence Inc$50010%
The Aneurysm Foundation$50010%
The Family Giving Tree$50010%
Conservation Society of California$50010%
Nebraska Czechs of Wilber$50020%
Wrestle Like a Girl Inc$45020%
Dublin Irish Guard Band Boosters Club$40010%
The Dougy Center Inc$25010%
Mercury One Inc$25010%
Ohio Fuzzy Pawz Shih Tzu Rescue$25010%
United Service Organizations Inc$25010%
Hively$25010%
The Mayfly Project$25010%
Charitysmith Nonprofit Foundation$25010%
White Pony Express$15010%
Little Miracles Inc$10010%
Breakthrough T1d$10010%
Als United Greater San Diego$10010%

What it could do for these grantees

Plus 2 recipients with no EIN on record ($5k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Summit Financial Foundation supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAmerican Lung Association: $10,000 over 1y, 0.0% of budgetGoodness Village: $5,518 over 1y, 0.5% of budgetGirls Incorporated of Alameda County: $5,500 over 2y, 0.1% of budgetDown Syndrome Connection of the Bay Area: $5,000 over 1y, 0.5% of budgetOpen Heart Kitchen of Livermore Inc: $5,000 over 1y, 0.1% of budgetOpportunity Junction Inc: $5,000 over 1y, 0.2% of budgetMissing Man Ministry Inc: $3,000 over 3y, 2.2% of budgetRooms of Hope Inc: $2,500 over 3y, 0.4% of budgetShelter Inc: $2,000 over 2y, 0.0% of budgetChildren's Hospital & Research Cntr Fndn: $2,000 over 2y, 0.0% of budgetChildren International: $1,500 over 2y, 0.0% of budgetBay Area Crisis Nursery: $1,500 over 2y, 0.1% of budgetLazarex Cancer Foundation: $1,500 over 3y, 0.0% of budgetMonterey Bay Aquarium Foundation: $1,250 over 2y, 0.0% of budgetSt Jude Children's Research Hospital Inc: $1,240 over 2y, 0.0% of budgetMewater Foundation Incorporated: $1,000 over 1y, 0.2% of budgetHers Breast Cancer Foundation: $1,000 over 1y, 0.1% of budgetEndurance with Jan & Dave Dravecky: $1,000 over 1y, 0.4% of budgetThe Susan G Komen Breast Cancer Foundation Inc: $1,000 over 1y, 0.0% of budgetShe-Can Global Inc: $1,000 over 1y, 0.1% of budgetKids Against Hunger Bay Area: $1,000 over 1y, 0.2% of budgetSpecial Olympics Northern California Inc: $1,000 over 1y, 0.0% of budgetAlzheimer's Disease & Related Disorders Association Inc: $1,000 over 1y, 0.0% of budgetAbility Now Bay Area Inc: $1,000 over 1y, 0.0% of budgetAmerican Association of Suicidology: $1,000 over 1y, 0.1% of budgetCulinary Angels: $1,000 over 1y, 0.4% of budgetCityteam Ministries: $1,000 over 1y, 0.0% of budgetEast Bay Integrated Care Inc: $1,000 over 1y, 0.0% of budgetDakin Pioneer Valley Humane Society Inc: $1,000 over 1y, 0.0% of budgetSleep in Heavenly Peace Inc: $750 over 1y, 0.0% of budgetSentinels of Freedom Scholarship Foundation: $600 over 1y, 0.0% of budgetGirls Soccer Worldwide: $550 over 3y, 0.1% of budgetWest Coast Boxer Rescue: $500 over 1y, 0.8% of budgetMarine Mammal Care Center Los Angeles: $500 over 1y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $500 over 1y, 0.0% of budgetCanine Companions for Independence Inc: $500 over 1y, 0.0% of budgetThe Aneurysm Foundation: $500 over 1y, 0.4% of budgetThe Family Giving Tree: $500 over 1y, 0.0% of budgetConservation Society of California: $500 over 1y, 0.0% of budgetNebraska Czechs of Wilber: $500 over 2y, 0.2% of budgetWrestle Like a Girl Inc: $450 over 2y, 0.1% of budgetDublin Irish Guard Band Boosters Club: $400 over 1y, 0.1% of budgetThe Dougy Center Inc: $250 over 1y, 0.0% of budgetMercury One Inc: $250 over 1y, 0.0% of budgetOhio Fuzzy Pawz Shih Tzu Rescue: $250 over 1y, 0.1% of budgetUnited Service Organizations Inc: $250 over 1y, 0.0% of budgetHively: $250 over 1y, 0.0% of budgetThe Mayfly Project: $250 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 53.

Nonprofits that may fit its grantmaking

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 tightly interlocked group: most of these funders back each other's grantees too.

San Jose Mercury News Wish Book Fund IncCA23.8× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: San Jose Mercury News Wish Book Fund Inc · East Bay Community Foundation · Lowell Berry Foundation · Rotarian Foundation of Livermore · John Muir Health · The Albertsons Companies Foundation · Community Health & Education Foundation · Neil & Amelia McDaniel Charitable Trust Dtd 11/01/77 · Fremont Bank Foundation · Chubb Charitable Foundation · Shell USA Company Foundation · The Blackbaud Giving Fund

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.

Compare Summit Financial Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Summit Financial Foundation?

Find your warmest path to Summit Financial 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.

About Summit Financial Foundation

How much does Summit Financial Foundation give?
Summit Financial Foundation reported 21 grants totaling $14,270 in its FY2024 IRS filing. It funded between 3 and 18 organizations a year over FY2017 to FY2023.
What does Summit Financial Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Health (36%), Food & Nutrition (10%), International (8%).
Who are Summit Financial Foundation's largest grantees?
By total granted over FY2017 to FY2024: American Lung Association ($10k), Goodness Village ($6k), Girls Incorporated of Alameda County ($6k).
Does Summit Financial Foundation fund new organizations?
In FY2023, 72% of the organizations it funded were first-time grantees.
Does Summit Financial Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Summit Financial Foundation?
Its strongest co-funders, measured against what their size predicts, include San Jose Mercury News Wish Book Fund Inc, East Bay Community Foundation, Lowell Berry Foundation.
Where is Summit Financial Foundation based?
Summit Financial Foundation is based in DE.

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 67 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-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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