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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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