Civic Intelligence

Summ Foundation C/O Pkfod Family Office

990 • Fiscal year 2023 • EIN 92-1428532

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileN/A
CO Wework-tf Svc 115 Broadway FLNew York, NY 10006

(646) 974-8051

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$3,128,556

Down $1,871,444 (-37%) from 2022

Net Assets

Down

$3,128,556

Down $1,871,444 (-37%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$221,236

Down $4,778,764 (-96%) from 2022

Expenses

Up

$2,092,680

Up $2,092,680 from 2022

Net Income

Down

-$1,871,444

Down $6,871,444 (-137%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2022: $5,000,000Liabilities 2022: $0Net Assets 2022: $5,000,0002022Assets 2023: $3,128,556Liabilities 2023: $0Net Assets 2023: $3,128,5562023Assets 2024: $29,927Liabilities 2024: $0Net Assets 2024: $29,9272024

Highlighted filing

2023

Assets$3,128,556
Liabilities$0
Net Assets$3,128,556
Open 2023 Filing

Operations Trend

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

$5.0M$0-$5.0MRevenue 2022: $5,000,000Expenses 2022: $0Net Income 2022: $5,000,0002022Revenue 2023: $221,236Expenses 2023: $2,092,680Net Income 2023: -$1,871,4442023Revenue 2024: $92,845Expenses 2024: $3,191,474Net Income 2024: -$3,098,6292024

Highlighted filing

2023

Revenue$221,236
Expenses$2,092,680
Net Income-$1,871,444
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$221,236
Mission and Program Overview

Mission

Summ foundation (the foundation) was organized to promote social welfare, including but not limited to, the advancement of sensible policies that expand liberty in economics, social policy, immigration, and foreign affairs.

See attachedsumm foundation (the organization) was organized to promote social welfare, including but not limited to, the advancement of sensible policies that expand liberty in economics, social policy, immigration, and foreign affairs. The organization plans to accomplish such activities directly or by making grants to other organizations described in section 501(c)(4) of the code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,000,000$3,128,556▼ $1,871,444
Other Notes and Loans Receivable, Net$5,000,000$2,221,236▼ $2,778,764
Cash and Non-Interest-Bearing Accounts-$907,320-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,000,000$3,128,556▼ $1,871,444
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,000,000$3,128,556▼ $1,871,444
Total Liabilities and Net Assets / Fund Balance$5,000,000$3,128,556▼ $1,871,444
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert GranieriDirector, Pres, Treas
Sarah GroothuisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$221,236
Other Revenue
$0
Change in Net Assets
$-1,871,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,042,000
Other Expenses$50,680
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,042,000--$2,042,000
Fees for Services Legal-$47,263-$47,263
Fees for Services Accounting-$3,417-$3,417
Total Functional Expenses$2,042,000$50,680$0$2,092,680
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Unity FundAnnandale, VA-Donation to Advance Democracy, Freedom for Lgbtq Americans, and Religious Freedom.$1,167,000
Defending DemocracyWashington, DC-DONATION TO DEFENDING AMERICA'S DEMOCRATIC NORMS AND VALUES.$200,000
Winning for Women IncWashington, DC-Donation to Support Women Running for Political Office Who Value Economic Freedom and National Security.$200,000
Parents Defending EducationArlington, VA-Donation to Promote Restoration of a School Curriculum and Environment Free From Political Ideology.$175,000
National Black EmpowermentAtlanta, GA-Donation Devoted to the Economics, Educational, & Social Uplift of Black Communities.$150,000
Ukraine Freedom ProjectAlexandria, VA-Donation to Advance the Mission to Deliver Supplies to the Front Lines in the War in Ukraine.$100,000
Drug Policy ActionNew York, NY-Donation to Support Passage of New Drug Laws and Policies Grounded in Evidence and Equity.$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Review form the governing body reviews form 990 and related documentations for accurancy.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy ensures that when actual or potential conflict of interest arise, the organization has a process in place under which the affected individual will advise the organization officers or directors about all the relevant facts concerning the situation.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Summ Foundation
EIN
92-1428532
Phone
6469748051
Address
CO WEWORK-TF SVC 115 BROADWAY FL, NEW YORK, NY 10006

Signing Officer

Name
Robert Granieri
Title
President/director/treas
Phone
6169748051
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert a Granieri
Formed
2022
Legal Domicile
De
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Eisner Advisory Group LLC
Address
733 THIRD AVENUE, NEW YORK, NY 10017-2703
Preparer
GERARD O'BEIRNE
Phone
2129498700
Raw XML Appendix339 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DONATION TO SUPPORT PASSAGE OF NEW DRUG LAWS AND POLICIES GROUNDED IN EVIDENCE AND EQUITY.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION TO PROMOTE RESTORATION OF A SCHOOL CURRICULUM AND ENVIRONMENT FREE FROM POLITICAL IDEOLOGY.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DONATION TO ADVANCE DEMOCRACY, FREEDOM FOR LGBTQ AMERICANS, AND RELIGIOUS FREEDOM.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3DONATION TO SUPPORT WOMEN RUNNING FOR POLITICAL OFFICE WHO VALUE ECONOMIC FREEDOM AND NATIONAL SECURITY.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4DONATION TO DEFENDING AMERICA'S DEMOCRATIC NORMS AND VALUES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5DONATION DEVOTED TO THE ECONOMICS, EDUCATIONAL, & SOCIAL UPLIFT OF BLACK COMMUNITIES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6DONATION TO ADVANCE THE MISSION TO DELIVER SUPPLIES TO THE FRONT LINES IN THE WAR IN UKRAINE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DRUG POLICY ACTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PARENTS DEFENDING EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN UNITY FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WINNING FOR WOMEN INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4DEFENDING DEMOCRACY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5NATIONAL BLACK EMPOWERMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6UKRAINE FREEDOM PROJECT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW FORM THE GOVERNING BODY REVIEWS FORM 990 AND RELATED DOCUMENTATIONS FOR ACCURANCY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY ENSURES THAT WHEN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ARISE, THE ORGANIZATION HAS A PROCESS IN PLACE UNDER WHICH THE AFFECTED INDIVIDUAL WILL ADVISE THE ORGANIZATION OFFICERS OR DIRECTORS ABOUT ALL THE RELEVANT FACTS CONCERNING THE SITUATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0115 BROADWAY FL 5
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010006
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GRANIERI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum06169748051
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0921428532
ReturnHeader/Filer/PhoneNum06469748051
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO WEWORK-TF SVC 115 BROADWAY FL
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010006
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0733 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100172703
ReturnHeader/PreparerPersonGrp/PhoneNum02129498700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERARD O'BEIRNE
ReturnHeader/ReturnTs02024-11-15T11:17:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,128,556
Liabilities
$0
Net assets
$3,128,556
Revenue
$221,236
Expenses
$2,092,680
Net income
-$1,871,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.09$3.19$3.10
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.22$2.09$1.87
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.00$5.00$5.00$0.00$5.00