Civic Intelligence

H Meade Summers Jr Foundation

EIN 43-6870294 • Saint Louis, MO

Pub. 78 Eligible
60 Kingsbury PlSaint Louis, MO 63122-1859
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

76th percentile

29%

Higher net margin than 76% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$20,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

42nd percentile

1.4%

Faster asset growth than 42% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,564,123

Up $107,381 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,564,123

Up $107,381 (+1.4%) from 2023

Revenue

Down

$367,865

Down $604,981 (-62%) from 2023

Expenses

Down

$260,484

Down $25,569 (-8.9%) from 2023

Net Income

Down

$107,381

Down $579,412 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $867,553Liabilities 2011: $02011Assets 2012: $912,598Liabilities 2012: $02012Assets 2013: $858,443Liabilities 2013: $02013Assets 2014: $906,815Liabilities 2014: $02014Assets 2015: $957,095Liabilities 2015: $02015Assets 2018: $1,081,414Liabilities 2018: $0Net Assets 2018: $1,081,4142018Assets 2019: $1,090,914Liabilities 2019: $0Net Assets 2019: $1,090,9142019Assets 2020: $1,050,488Liabilities 2020: $0Net Assets 2020: $1,050,4882020Assets 2021: $1,066,126Liabilities 2021: $0Net Assets 2021: $1,066,1262021Assets 2022: $6,769,949Liabilities 2022: $0Net Assets 2022: $6,769,9492022Assets 2023: $7,456,742Liabilities 2023: $0Net Assets 2023: $7,456,7422023Assets 2024: $7,564,123Liabilities 2024: $0Net Assets 2024: $7,564,1232024

Highlighted filing

2024

Assets$7,564,123
Liabilities$0
Net Assets$7,564,123

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $54,077Expenses 2011: $2,994Net Income 2011: $51,0832011Revenue 2012: $58,883Expenses 2012: $14,202Net Income 2012: $44,6812012Revenue 2013: $58,954Expenses 2013: $113,109Net Income 2013: -$54,1552013Revenue 2014: $53,979Expenses 2014: $5,607Net Income 2014: $48,3722014Revenue 2015: $57,998Expenses 2015: $7,282Net Income 2015: $50,7162015Revenue 2018: $126,075Expenses 2018: $103,020Net Income 2018: $23,0552018Revenue 2019: $66,220Expenses 2019: $29,465Net Income 2019: $36,7552019Revenue 2020: $64,419Expenses 2020: $104,811Net Income 2020: -$40,3922020Revenue 2021: $78,520Expenses 2021: $68,360Net Income 2021: $10,1602021Revenue 2022: $6,085,442Expenses 2022: $381,619Net Income 2022: $5,703,8232022Revenue 2023: $972,846Expenses 2023: $286,053Net Income 2023: $686,7932023Revenue 2024: $367,865Expenses 2024: $260,484Net Income 2024: $107,3812024

Highlighted filing

2024

Revenue$367,865
Expenses$260,484
Net Income$107,381

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE B WOLFARTH 72121Trustee-$20,000-$20,000
BRICK P STORTS 72121Trustee-$20,000-$20,000
H MEADE SUMMERS IIITrustee-$20,000-$20,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant1- MARY INSTITUTE COUNTRY DAYRESTRICTED501(C)3ST LOUIS, MO, US$82,128
Paid Grant3- EUGENE FIELD HOUSE MUSEUMRESTRICTED - RENVATIONS OFHISTPRIC HOUSE501(C)3ST LOUIS, MO, US$60,021
Paid Grant2- ST PETER'S EPISCOPAL CHURCHRESTRICTED501(C)3ST LOUIS MO, MO, US$15,000
Filing and Contact Details

Filer

Filer Name
H Meade Summers Jr Foundation
EIN
43-6870294
Phone
3142777518
Address
60 KINGSBURY PL, SAINT LOUIS, MO 63122-1859

Signing Officer

Name
H Meade Summers Iii
Title
Trustee
Phone
3142777518
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Apk Financial
Address
307 CABIN GROVE LANE, SAINT LOUIS, MO 63141
Preparer
Anna Polizzi-keller
Phone
3142777518
Raw XML Appendix358 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0H MEADE SUMMERS III
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0c/o 1401 S BRENTWOOD BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAINT LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063144
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03142777518
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt02024-FOUNDATIONS ONLY PURPOSE & ACTIVITY TO PROVIDE OTHER QUALIFIED CHARITIES THE FUNDS TO MEET THEIR NEEDS & PROJECTS; CONTRIBUTIONS TO SELECTED CHARITIES MADE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt082128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt260021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RESTRICTED - RENVATIONS OFHISTPRIC HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt01- MARY INSTITUTE COUNTRY DAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12- ST PETER'S EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23- EUGENE FIELD HOUSE MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHOOL 101 N WARSON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1110 NORTH WARSON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2684 SOUTH BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd263102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0157149
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0346816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt053442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0400258
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0346816
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt053442
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0409758
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0409758
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HMEADE SUMMERS JR ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0CO SMALIN 7701 FORSYTHE BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAINT LOUIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd063105
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06840
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt06840
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0EQUITIES & MUTUAL FUNDS H.MEADE SUMMERS JR ESTATE C\O S.MALIN 7701 FORSYTHE BLVD SAINT LOUIS, MO 631
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-05-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CAPE SOKOL LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01613
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt032849
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LPL FINANCIAL MNGT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt032845
TaxesSchedule/TaxesDetail/Amt04138
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H MEADE SUMMERS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03142777518
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H MEADE SUMMERS JR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HMEA
ReturnHeader/Filer/EIN0436870294
ReturnHeader/Filer/PhoneNum03142777518
ReturnHeader/Filer/USAddress/AddressLine1Txt060 KINGSBURY PL
ReturnHeader/Filer/USAddress/CityNm0SAINT LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0631221859
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0499626031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APK FINANCIAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0307 CABIN GROVE LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03142777518
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNA POLIZZI-KELLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-03T15:30:34-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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