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Summit Financial Foundation at a glance

· 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 FY2024still arriving
21
Grants FY2024still arriving
7
States reached
$5k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0199% 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
02FY2024 · 21 grants

Where the money goes

Grants by size, and the largest recipients.

$500
Median grant
7
States reached
$248k
Total assets
Largest grants
RecipientAmount
GIRLS INCORPORATED OF ALAMEDA COUNTY$5,000
MEWATER FOUNDATION INCORPORATED$1,000
DIABLO VALLEY VETERANS FOUNDATION$1,000
MONTEREY BAY AQUARIUM FOUNDATION$1,000
THREE VALLEYS COMMUNITY FOUNDATION$900
ROOMS OF HOPE INC$500
BAY AREA CRISIS NURSERY$500
CANINE COMPANIONS FOR INDEPENDENCE$500
ROOMS OF HOPE INC$500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC$500
LAZAREX CANCER FOUNDATION$500
ANEURYSM FOUNDATION$500
CROSSWINDS CHURCH$270
WRESTLE LIKE A GIRL INC$250
NEBRASKA CZECHS OF WILBER$250
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:

Its human-services grants (FY18–24, $16k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 88% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%GIRLS INCORPORATED OF ALAMEDA COUNTY: $5k → 10%WHITE PONY EXPRESS: $150 → 9%AGAPE VILLAGES INC: $750 → 9%GIRLS INCORPORATED OF ALAMEDA COUNTY: $500 → 10%HIVELY: $250 → 10%GOODNESS VILLAGE: $6k → 10%EAST BAY INTEGRATED CARE INC: $1k → 9%MISSING MAN MINISTRY INC: $1k → 10%MISSING MAN MINISTRY INC: $1k → 10%MISSING MAN MINISTRY INC: $1k → 10%LITTLE MIRACLES INC: $100 → 10%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.

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
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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 21% of Summit Financial Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Summit Financial Foundationlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

31%of every dollar goes to organizations it has funded before.
$27k · 15 repeat orgs$60k to everyone else

15 repeat relationships: 10 still active in FY2024, 5 since wound down; 8 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

15
37

Total granted

$27k
$56k

Median revenue growth · since first grant

-9%
+18%

Still filing today

87%
95%

New vs renewed · share of each year

In FY2024, 71% of grant dollars renewed an existing relationship; $4k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
HealthHuman ServicesAnimalsRecreation & SportsEducationInternationalOther
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.

Backed again, and grew

  • GI
    GIRLS INCORPORATED OF ALAMEDA COUNTY
    2× · 2023–2024 · $6k · revenue +23%
  • RO
    ROOMS OF HOPE INC
    3× · 2022–2024 · $3k · revenue +43%
  • SI
    SHELTER INC
    2× · 2018–2021 · $2k · revenue +135%

Funded once

  • AL
    AMERICAN LUNG ASSOCIATION
    one grant, 2020 · $10k · revenue +14%
  • GV
    GOODNESS VILLAGE
    one grant, 2022 · $6k · revenue +19%
  • DS
    DOWN SYNDROME CONNECTION OF THE BAY AREAgraduated
    one grant, 2019 · $5k · revenue +38%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its 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
Marin Humane Society

Marin humane transforms lives through exceptional animal care, humane education, and advocacy. every day, marin humane inspires compassion and positive relationships between people and animals.

Animals
2
California Dental Association Foundation

The foundation's mission is to improve the oral health of all californians by supporting the dental profession and its efforts to meet community needs.

Science & Tech
3
City of Hope

City of Hope's mission is to make hope a reality for all touched by cancer and diabetes. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR MISSION

Health
4
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
5
California Dental Association

The california dental association is committed to the success of our members in service to their patients and the public.

Community Improvement
6
The Susan G Komen Breast Cancer Fdn Group

Susan g. komen 's mission is to save lives by meeting the most critical needs in our communities & investing in breakthrough research to prevent & cure breast cancer.

—
7
The Breast Cancer Research Foundation Inc

The mission of the breast cancer research foundation, inc. is to prevent and cure breast cancer by advancing the world's most promising research.

Public Safety & Disaster
8
UniversalGiving

Our mission is to connect people to quality giving and volunteer opportunities worldwide. universalgiving is a 501(c)3 nonprofit organization, whose vision is to create a world where giving and volunteering are a natural part of everyday…

Philanthropy
9
San Francisco Challenge dba AmericaOne
Recreation & Sports
10
Biocom California

Accelerating life science success.

—
11
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
12
Allosource

Inspired by the gift of donation from our communities, allosource responsibly provides innovative cellular and tissue allografts to advance patient healing.

Health
How this is measured
The grantee most central to the portfolio’s shape is Convoy of Hope; the most unlike its peers is Newberrys Block. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

63 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 63 of the 67 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.

0
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
61/63
Grantees still filing
36/63
Grew since first funded

Where the money sits, by cause and then by grantee

AMERICAN LUNG ASSOCIATION: $10,000 · HealthAMERICAN LUNG ASSOCIATIONDOWN SYNDROME CONNECTION OF THE BAY AREA: $5,000 · HealthDOWN SYNDROME CONNECTION OF TH…ROOMS OF HOPE INC: $2,500 · HealthROOMS OF HOPE INCCHILDREN'S HOSPITAL & RESEARCH CNTR FNDN: $2,000 · HealthCHILDREN'S HOSPITAL & RESEARCH…ST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $1,240 · HealthHERS BREAST CANCER FOUNDATION: $1,000 · HealthThe Susan G Komen Breast Cancer Foundation Inc: $1,000 · HealthALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $1,000 · HealthABILITY NOW BAY AREA INC: $1,000 · HealthAMERICAN ASSOCIATION OF SUICIDOLOGY: $1,000 · Health+3 more: $700 · HealthGOODNESS VILLAGE: $5,518 · Human ServicesGOODNESS VILLAGEGIRLS INCORPORATED OF ALAMEDA COUNTY: $5,500 · Human ServicesGIRLS INCORPORATED …Missing Man Ministry Inc: $3,000 · Human ServicesMissing Man Ministr…EAST BAY INTEGRATED CARE INC: $1,000 · Human ServicesEAST BAY INTEGRATED…Agape Villages Inc: $750 · Human Services+5 more: $1,500 · Human Services+5 moreBEHRING GLOBAL EDUCATIONAL FOUNDATION: $5,000 · OtherBEHRING GLOBAL EDUCATIONAL FOUNDA…CROSSWINDS CHURCH: $2,120 · OtherCROSSWINDS CHURCHBAY AREA CRISIS NURSERY: $1,500 · OtherSTEPPING STONES OF HOPE: $1,250 · OtherMONTEREY BAY AQUARIUM FOUNDATION: $1,250 · OtherDAKIN PIONEER VALLEY HUMANE SOCIETY INC: $1,000 · OtherLazarex Cancer Foundation: $1,500 · OtherSHE-CAN GLOBAL INC: $1,000 · OtherSHELTER INC: $2,000 · OtherSHELTER INCSPECIAL OLYMPICS NORTHERN CALIFORNIA INC: $1,000 · OtherEndurance with Jan & Dave Dravecky: $1,000 · OtherCITYTEAM MINISTRIES: $1,000 · OtherMEWATER FOUNDATION INCORPORATED: $1,000 · OtherKIDS AGAINST HUNGER BAY AREA: $1,000 · Other+17 more: $7,500 · Other+17 moreGlobal Impact: $5,000 · InternationalGlobal Imp…CONVOY OF HOPE: $2,500 · InternationalCONVOY OF …Children International: $1,500 · InternationalChildren I…+1 more: $250 · InternationalOPEN HEART KITCHEN OF LIVERMORE INC: $5,000 · Food & NutritionCulinary Angels: $1,000 · Food & NutritionOPPORTUNITY JUNCTION INC: $5,000 · EmploymentSONOMA COUNTY COMMUNITY FOUNDATION: $1,000 · PhilanthropyEAST BAY COMMUNITY FOUNDATION: $1,000 · PhilanthropyDIABLO VALLEY VETERANS FOUNDATION: $1,000 · PhilanthropyThree Valleys Community Foundation: $900 · PhilanthropyHAWAII COMMUNITY FOUNDATION: $750 · PhilanthropyCHARITYSMITH NONPROFIT FOUNDATION: $250 · Philanthropy
Health$26,440Human Services$17,268Other$29,120International$9,250Food & Nutrition$6,000Employment$5,000Philanthropy$4,900

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

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 budgetGlobal Impact: $5,000 over 1y, 0.0% of budgetMissing Man Ministry Inc: $3,000 over 3y, 2.2% of budgetROOMS OF HOPE INC: $2,500 over 3y, 0.4% of budgetCONVOY OF HOPE: $2,500 over 1y, 0.0% 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 budgetSONOMA COUNTY COMMUNITY FOUNDATION: $1,000 over 1y, 0.0% 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 budgetEAST BAY COMMUNITY FOUNDATION: $1,000 over 1y, 0.0% 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 budgetThree Valleys Community Foundation: $900 over 1y, 0.1% of budgetSLEEP IN HEAVENLY PEACE INC: $750 over 1y, 0.0% of budgetHAWAII COMMUNITY FOUNDATION: $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 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 tightly interlocked group: most of these funders back each other's grantees too.

San Jose Mercury News…East Bay Community Fo…Lowell Berry Foundati…Rotarian Foundation o…John Muir HealthThe Albertsons Compan…Community Health & Ed…Neil & Amelia McDanie…Fremont Bank Foundati…Chubb Charitable Foun…Shell USA Company Fou…The Blackbaud Giving …
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.

How much its grantees rely on government

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

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 1%
  • The Dougy Center Inc: 1% of income from government
no gov moneyreceives it· size = income
1get no government money at all
13report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY20–25
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.
05Through Plinth

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.

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

Play a game based on Summit Financial’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home