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 2025 filing shows $449K in revenue, $435K in expenses, $63K in total assets. IRS filings disclose 2 grants awarded by this foundation, totaling roughly $3.3M.

EIN: 133805672 NEW YORK, NY Latest filing: 2025

Total Revenue$449K

Total Expenses$435K

Total Assets$63K

Grants Given2

Grant Total$3.3M

Filing Years2021–2025

Sample Grants Given

STATEMENT A ATTACHED

SEE STATEMENT A, NY · 2019

SEE STATEMENT A

$462,405

STATEMENT A ATTACHED

SEE STATEMENT A, NY · 2018

SEE STATEMENT A

$396,500

Showing up to 5 of 2 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

Unspecified

$858,905 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$449K	$435K	$63K
2024	$5K	$441K	$92K
2023	$641K	$600K	$333K
2022	$812K	$562K	$293K
2021	$158K	$468K	$408K

Between 2021 and 2025, reported annual revenue grew from $158K to $449K (+184%), with total assets most recently reported at $63K.

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