FH & JW Summerower Educational Trust
FH & JW Summerower Educational Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $834K in total assets. In 2024, it awarded 6 grants totaling $42K. Net investment income was $54K.
FH & JW Summerower Educational Trust at a glance
In short: FH & JW Summerower Educational Trust gave $42K across 6 grants in 2024 (avg $7K), mostly in Illinois. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $42,000
- -2.1% vs 2023
- Grants made (2024)
- 6
- +0.0% vs 2023
- Average grant
- $7,000
- -2.1% vs 2023
- Median grant
- $7,000
- Total assets
- $833,591
- +0.9% vs 2023
- Primary geography
- Illinois (83% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who FH & JW Summerower Educational Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Zeta Tau Zeta White Rose Foundation ($7K). Together the top 6 received $42K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
How FH & JW Summerower Educational Trust gives
- Giving held roughly steady from 2021 to 2024 (−7%). Method
- In 2024 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $42K (2024) to $47K (2020). In 2024 it made 6 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Zeta Tau Zeta White Rose Foundation Chicago, IL | Scholarships | $7,000 |
| Chicago Fisk Alumni Association Chicago, IL | Scholarships | $7,000 |
| Cook County Bench & Bar Spouses Inc River Forest, IL | Scholarships | $7,000 |
| XI Lambda Educational Foundation Hazel Crest, IL | Scholarships | $7,000 |
| Edward G Irwin Foundation Chicago, IL | Scholarships | $7,000 |
| Fisk University Nashville, TN | Scholarships | $7,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $833,591 | $60,912 | $54,172 | $42,000 | 6 | $46,473 | $53,921 | $48,434 |
| 2023 | $826,305 | $38,572 | $53,657 | $42,900 | 6 | $47,109 | $31,721 | $45,508 |
| 2022 | $841,539 | $11,124 | $58,171 | $45,900 | 6 | $50,423 | $12,507 | $47,218 |
| 2021 | $889,392 | $47,284 | $57,516 | $45,000 | 6 | $49,863 | $39,646 | $53,559 |
| 2020 | $899,555 | $23,962 | $58,633 | $47,100 | 6 | — | $17,086 | $49,505 |
Under IRS private-foundation payout rules, FH & JW Summerower Educational Trust reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
FH & JW Summerower Educational Trust's 2024 filing lists 3 officers; 1 of 3 officers listed in 2024 is compensated.
Officers on the 2024 filing
Cynthia Ware Reed
Trustee
Co-Trustee → Director, 2022
Director → Trustee, 2024
On filings since 2020
1 hr/week
No compensation reported
Brack Reed
Trustee
Director → Trustee, 2024
On filings since 2022
1 hr/week
No compensation reported
Bank Of America N A
Agent for Fiduciary
On filings since 2020
1 hr/week
$10K (2020) → $10K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $10K, to Bank of America N a (Agent for Fiduciary).
Frequently asked questions about FH & JW Summerower Educational Trust
How much does FH & JW Summerower Educational Trust give each year?
FH & JW Summerower Educational Trust gave $42K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $43K across 6 grants.
What is FH & JW Summerower Educational Trust's typical grant size?
FH & JW Summerower Educational Trust's median grant in 2024 was $7,000, and its average grant was $7,000, across 6 grants on its 2024 IRS Form 990-PF.
Where does FH & JW Summerower Educational Trust give grants?
FH & JW Summerower Educational Trust gives mostly in Illinois: 83% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (17%). The most frequent recipient cities were Chicago, IL (3 grants).
Does FH & JW Summerower Educational Trust give general operating support?
Not in 2024: none of the 6 grants with a stated purpose on FH & JW Summerower Educational Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (6 grants).
Who are FH & JW Summerower Educational Trust's largest grantees?
FH & JW Summerower Educational Trust's largest 2024 grantees include Zeta Tau Zeta White Rose Foundation ($7,000), Chicago Fisk Alumni Association ($7,000) and Cook County Bench & Bar Spouses Inc ($7,000), according to its 2024 IRS Form 990-PF. Together they received 50% of its itemized 2024 grant dollars.
How large is FH & JW Summerower Educational Trust?
FH & JW Summerower Educational Trust reported $834K in total assets on its 2024 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $48K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is FH & JW Summerower Educational Trust's EIN?
FH & JW Summerower Educational Trust's EIN (Employer Identification Number) is 36-7237002. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work FH & JW Summerower Educational Trust funds
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Cite this profile
Grantable. (2026). FH & JW Summerower Educational Trust funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/fh-and-jw-summerower-educational-trust-morg_ec2dca1e16ab450b95aa26aa5e1ddb8f
BibTeX
@misc{grantable_367237002_2026,
author = {{Grantable}},
title = {{FH \& JW Summerower Educational Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/fh-and-jw-summerower-educational-trust-morg_ec2dca1e16ab450b95aa26aa5e1ddb8f},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from FH & JW Summerower Educational Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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