Britt Perrotta Sommerfield Trust Fund is a private foundation focused on Education, based in WATERFORD, MI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $72K in total assets. In 2025, it awarded 2 grants totaling $6K. Net investment income was $2K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$72K
-9.5% YoY
Annual Giving
$6K
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$3K
+0.0% YoY
Under IRS private-foundation payout rules, Britt Perrotta Sommerfield Trust Fund reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
About Britt Perrotta Sommerfield Trust Fund
Based on IRS filings
Britt Perrotta Sommerfield Trust Fund is a private foundation focused on Education, based in WATERFORD, MI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $72K in total assets. In 2025, it awarded 2 grants totaling $6K. Net investment income was $2K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $72,062 | $79,609 | $86,944 |
| Revenue | — | — | — |
| Expenses | $7,547 | $7,335 | $7,851 |
| Qualifying Distributions | $6,000 | $6,000 | $6,000 |
| Net Investment Income | $2,463 | $1,894 | $19,310 |
| Distributable Amount | $5,902 | $5,296 | $5,104 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
17 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Drew Carlson ($3,000), Molly Marino ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DREW CARLSON WHITE LAKE, MI | SCHOLARSHIP | $3,000 |
| MOLLY MARINO WHITE LAKE, MI | SCHOLARSHIP | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CARA GARDNER | Trustee | 10 | — |
| BRAD GARDNER | Director | 10 | — |
| DEAN SOMMERFIELD | Director | 10 | — |
| RONDA FRAY | Director | 10 | — |
| MICHELE KELLY | Director | 10 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Britt Perrotta Sommerfield Trust Fund?
Britt Perrotta Sommerfield Trust Fund is a private foundation focused on Education, based in WATERFORD, MI. It holds $72K in total assets as of 2025.
How large is Britt Perrotta Sommerfield Trust Fund?
As of 2025, Britt Perrotta Sommerfield Trust Fund holds $72K in total assets. It awarded 2 grants totaling $6K in 2025.
Where does Britt Perrotta Sommerfield Trust Fund operate?
Britt Perrotta Sommerfield Trust Fund has awarded grants in Michigan.
What size grants does Britt Perrotta Sommerfield Trust Fund award?
In 2025, Britt Perrotta Sommerfield Trust Fund awarded 2 grants totaling $6K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Britt Perrotta Sommerfield Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Britt Perrotta Sommerfield Trust Fund reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Britt Perrotta Sommerfield Trust Fund's EIN?
Britt Perrotta Sommerfield Trust Fund's EIN (Employer Identification Number) is 26-6790487. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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