Private Foundation

SUMMIT FOUNDATION C/O CBIZ ADVISORS LLC

SUMMIT FOUNDATION C/O CBIZ ADVISORS LLC, of NEW YORK, NY, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $5K in revenue, $441K in expenses, $92K in total assets. IRS filings disclose 6 grants awarded by this foundation, totaling roughly $2.9M.

EIN: 133805672 NEW YORK, NY Latest filing: 2024

Total Revenue$5K

Total Expenses$441K

Total Assets$92K

Grants Given6

Grant Total$2.9M

Filing Years2020–2024

Sample Grants Given

SEE STATEMENT A

NEW YORK, NY · 2023

SEE STATEMENT A

$419,744

SEE STATEMENT A

NEW YORK, NY · 2022

SEE STATEMENT A

$580,130

SEE STATEMENT A ATTACHED

NEW YORK, NY · 2021

SEE STATEMENT A

$544,280

SEE STATEMENT A ATTACHED

NEW YORK, NY · 2020

SEE STATEMENT A

$452,201

STATEMENT A ATTACHED

SEE STATEMENT A, NY · 2019

SEE STATEMENT A

$462,405

Showing up to 5 of 6 total records — full history available with membership.

Officers & Directors

TRUSTEE Cody J Smith

Officer compensation and complete director data available with membership.

Top Grant Purposes

SEE STATEMENT A

$2,855,260 6 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$5K	$441K	$92K
2023	$641K	$600K	$333K
2022	$812K	$562K	$293K
2021	$158K	$468K	$408K
2020	$327K	$489K	$719K

Between 2020 and 2024, reported annual revenue declined from $327K to $5K (-99%), with total assets most recently reported at $92K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in NY.

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for SUMMIT FOUNDATION C/O CBIZ ADVISORS LLC

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports