Michael and Pearl Summerfield

Private foundation · Grantmaker Cleveland, OH EIN: 34-7119869

Michael and Pearl Summerfield is a private foundation, based in Cleveland, OH. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $100K in total assets. In 2021, it awarded 8 grants totaling $7K. Net investment income was $7K.

Michael and Pearl Summerfield at a glance

In short: Michael and Pearl Summerfield gave $7K across 8 grants in 2021 (avg $812.5), mostly in Texas. Source: 2021 IRS Form 990-PF.

Annual giving (2021)
$6,500
+8.3% vs 2020
Grants made (2021)
8
+0.0% vs 2020
Average grant
$813
+8.3% vs 2020
Median grant
$1,000
Total assets
$99,877
-4.1% vs 2020
Primary geography
Texas (54% of itemized 2021 grant dollars)
Latest 990 filing
Form 990-PF, 2021 View filing

Data from IRS Form 990-PF, 2021; updated September 2026.

Who Michael and Pearl Summerfield funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2021

Dr Marnie Rose Foundation: $1KDr Marnie Rose Foundation$1KJewish Federation of Houston: $1KJewish Federation of Houston$1KAnshe Chesed Fairmount Temple: $1KAnshe Chesed Fairmount Temple$1KSeven Acres: $1KSeven Acres$1KMaltz Museum of Jewish Heritage: $1KMaltz Museum of JewishHeritage$1KHolocaust Museum of Houston: $500Holocaust Museum of Houston$500The Forever Children's Home: $500The Forever Children's Home$500American Friends Magen David Adon: $500American Friends Magen DavidAdon$500

The largest 2021 recipient was Dr Marnie Rose Foundation ($1K). Together the top 8 received $7K.

Grant Size Distribution

16 grants across all recorded years

16<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 16 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2021 grant dollars across all 8 itemized grants.

Cities

HoustonBeachwoodClevelandNew York

How Michael and Pearl Summerfield gives

  • In 2021 it paid out 128% of its IRS minimum distribution (the 5% rule). 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

$0$2K$4K$6K$8K8 grants2020 8 grants2021

From 2020 to 2021, annual grant giving ranged from $6K (2020) to $7K (2021). In 2021 it made 8 grants totaling $7K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Dr Marnie Rose Foundation Houston, TXGen'l Uses & Purposes$1,000
Jewish Federation of Houston Houston, TXGen'l Uses & Purposes$1,000
Anshe Chesed Fairmount Temple Beachwood, OHGen'l Uses & Purposes$1,000
Seven Acres Houston, TXGen'l Uses & Purposes$1,000
Maltz Museum of Jewish Heritage Beachwood, OHGen'l Uses & Purposes$1,000
Holocaust Museum of Houston Houston, TXGen'l Uses & Purposes$500
The Forever Children's Home Cleveland, OHGen'l Uses & Purposes$500
American Friends Magen David Adon New York, NYGen'l Uses & Purposes$500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2021$99,877$6,906$9,616$6,5008$6,500$6,906$5,062
2020$104,116$8,314$8,775$6,0008—$5,895$4,734

Under IRS private-foundation payout rules, Michael and Pearl Summerfield reported a distributable amount of $5K for 2021 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Michael and Pearl Summerfield's 2021 filing lists 2 officers; all 2 officers listed in 2021 are compensated.

Officers on the 2021 filing

  • Karen Shoss

    Trustee

    On filings since 2020

    0.3 hrs/week

    $1K (2020) → $1K (2021)

  • Irwin J. Dinn Trustee

    Trustee

    New on the 2021 filing

    0.3 hrs/week

    $750 (2021)

Former officers (1)
  • Former: Irwin J. Dinn (2020) — Trustee

Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2021 IRS filing

Karen Shoss — Trustee: $1KKaren ShossTrustee$1KIrwin J Dinn Trustee — Trustee: $750Irwin J Dinn TrusteeTrustee$750

The highest reported compensation on the 2021 filing was $1K, to Karen Shoss (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Michael and Pearl Summerfield

How much does Michael and Pearl Summerfield give each year?

Michael and Pearl Summerfield gave $7K across 8 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $6K across 8 grants.

What is Michael and Pearl Summerfield's typical grant size?

Michael and Pearl Summerfield's median grant in 2021 was $1,000, and its average grant was $813, across 8 grants on its 2021 IRS Form 990-PF.

Where does Michael and Pearl Summerfield give grants?

Michael and Pearl Summerfield gives mostly in Texas: 54% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The next largest states were Ohio (38%) and New York (8%). The most frequent recipient cities were Houston, TX (4 grants) and Beachwood, OH (2 grants).

Does Michael and Pearl Summerfield give general operating support?

Not in 2021: none of the 8 grants with a stated purpose on Michael and Pearl Summerfield's 2021 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Gen'l Uses & Purposes" (8 grants).

Who are Michael and Pearl Summerfield's largest grantees?

Michael and Pearl Summerfield's largest 2021 grantees include Dr Marnie Rose Foundation ($1,000), Jewish Federation of Houston ($1,000) and Anshe Chesed Fairmount Temple ($1,000), according to its 2021 IRS Form 990-PF. Together they received 46% of its itemized 2021 grant dollars.

How large is Michael and Pearl Summerfield?

Michael and Pearl Summerfield reported $100K in total assets on its 2021 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).

What is Michael and Pearl Summerfield's EIN?

Michael and Pearl Summerfield's EIN (Employer Identification Number) is 34-7119869. IRS Form 990 filing data is available on this page for 2020–2021.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2021

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Michael and Pearl Summerfield'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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