Civic Intelligence

Summit Foundation

990PF • Fiscal year 2021 • EIN 13-3805672

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 15, 2022

Organization Profile
730 Third Avenue 11th FLNew York, NY 10017

(631) 414-4000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-197%

Higher net margin than 6% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

9th percentile

-43%

Faster asset growth than 9% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-52%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$408,215

Down $310,299 (-43%) from 2020

Net Assets

Down

$408,215

Down $310,299 (-43%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$157,852

Down $169,329 (-52%) from 2020

Expenses

Down

$468,151

Down $20,616 (-4.2%) from 2020

Net Income

Down

-$310,299

Down $148,713 (-92%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $921,518Liabilities 2011: $02011Assets 2012: $767,108Liabilities 2012: $02012Assets 2013: $1,959,911Liabilities 2013: $02013Assets 2015: $2,280,402Liabilities 2015: $02015Assets 2019: $893,175Liabilities 2019: $0Net Assets 2019: $893,1752019Assets 2020: $718,514Liabilities 2020: $0Net Assets 2020: $718,5142020Assets 2021: $408,215Liabilities 2021: $0Net Assets 2021: $408,2152021Assets 2022: $292,772Liabilities 2022: $0Net Assets 2022: $292,7722022Assets 2023: $333,092Liabilities 2023: $0Net Assets 2023: $333,0922023Assets 2024: $91,988Liabilities 2024: $0Net Assets 2024: $91,9882024

Highlighted filing

2021

Assets$408,215
Liabilities$0
Net Assets$408,215
Open 2021 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $818,389Expenses 2011: $200,826Net Income 2011: $617,5632011Revenue 2012: $781,824Expenses 2012: $636,772Net Income 2012: $145,0522012Revenue 2013: $1,789,594Expenses 2013: $398,103Net Income 2013: $1,391,4912013Revenue 2015: $1,301,220Expenses 2015: $643,115Net Income 2015: $658,1052015Revenue 2019: $172,963Expenses 2019: $400,251Net Income 2019: -$227,2882019Revenue 2020: $327,181Expenses 2020: $488,767Net Income 2020: -$161,5862020Revenue 2021: $157,852Expenses 2021: $468,151Net Income 2021: -$310,2992021Revenue 2022: $812,217Expenses 2022: $561,903Net Income 2022: $250,3142022Revenue 2023: $640,675Expenses 2023: $600,355Net Income 2023: $40,3202023Revenue 2024: $4,806Expenses 2024: $441,461Net Income 2024: -$436,6552024

Highlighted filing

2021

Revenue$157,852
Expenses$468,151
Net Income-$310,299
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 15, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CODY J SMITHTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Summit Foundation
EIN
13-3805672
In Care Of
% MARCUM LLP
Phone
6314144000
Address
730 THIRD AVENUE 11TH FL, NEW YORK, NY 10017

Signing Officer

Name
Cody Smith
Title
Trustee
Phone
6314144000
Signed
2022-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
730 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Barbara Hasselman
Phone
2124855500
Raw XML AppendixShowing 400 of 404 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9500 SHS JACK HENRY & ASSOC INC
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0718514
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0408215
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt097873
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt097873
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt097873
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt099917
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02044
IRS990PF/DistributableAmountGrp/TotalTaxAmt02044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06204
IRS990PF/FMVAssetsEOYAmt02083138
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0718514
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0408215
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt024117
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt067335
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt067335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0694397
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0340880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02015803
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0718514
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0408215
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02083138
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0718514
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0408215
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0718514
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0408215
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02028781
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt038848
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01977522
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030432
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt012411
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt099917
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01998349
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02028781
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CODY J SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0750 THIRD AVENUE 11TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt011TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010017
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0455861
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0455861
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0455861
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Refund of prior year Form 990T federal tax overpayment that was not previously deducted on the 990T.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 MELVILLE PARK ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MELVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011747
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARCUM LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum06314144000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CODY J SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0452201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE STATEMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT A ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O MARCUM LLP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0452201
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt097873
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt097873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0383373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0286712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0324194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0500309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0380581
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0380581
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01852576
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0357988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0383373
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0286712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0324194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0500309
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0455861
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0357988
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02233157
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01875169
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS PUBLICATION COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1160
OtherIncomeSchedule2/OtherIncomeDetail/Desc0990-T REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04500
TaxesSchedule/TaxesDetail/Amt03290
TaxesSchedule/TaxesDetail/Amt16000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03290
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CODY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06314144000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARCUM LLP
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0133805672
ReturnHeader/Filer/InCareOfNm0% MARCUM LLP
ReturnHeader/Filer/PhoneNum06314144000
ReturnHeader/Filer/USAddress/AddressLine1Txt0730 THIRD AVENUE 11TH FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0730 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02124855500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA HASSELMAN
ReturnHeader/ReturnTs02022-07-14T09:41:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CODY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$408,215
Liabilities
$0
Net assets
$408,215
Revenue
$157,852
Expenses
$468,151
Net income
-$310,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.44$0.44
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.64$0.60$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.81$0.56$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.16$0.47$0.31
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.33$0.49$0.16
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.89$0.00$0.89$0.17$0.40$0.23
2015Summary only. Only limited summary data is available for this year.$2.28$0.00$1.30$0.64$0.66
2013Summary only. Only limited summary data is available for this year.$1.96$0.00$1.79$0.40$1.39
2012Summary only. Only limited summary data is available for this year.$0.77$0.00$0.78$0.64$0.15
2011Summary only. Only limited summary data is available for this year.$0.92$0.00$0.82$0.20$0.62
Peer Organizations

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