Sommer Family Foundation Inc

Private foundation · Grantmaker Brooklyn, OH EIN: 85-1346139

Sommer Family Foundation Inc is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 1 grant totaling $45K. Net investment income was $22K.

Key facts about Sommer Family Foundation Inc

In short: Sommer Family Foundation Inc gave $45K across 1 grant in 2024 (avg $45K), mostly in Arizona. Source: 2024 IRS Form 990-PF.

EIN
85-1346139
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$45,000
Grants made (2024)
1
Average grant
$45,000
Median grant
$45,000
Total assets
$1,009,470
Primary geography
Arizona (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+29.1% YoY

Annual Giving

$45K

+157.1% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$45K

+671.4% YoY

Under IRS private-foundation payout rules, Sommer Family Foundation Inc reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.

How Sommer Family Foundation Inc gives

  • In 2024 it paid out 92% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

ScottsdaleFountain HillsMesaPhoenix

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K0 grants2020 0 grants2021 2 grants2022 3 grants2023 1 grant2024

From 2022 to 2024, annual grant giving ranged from $15K (2022) to $45K (2024). In 2024 it made 1 grant totaling $45K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

McDowell Mountain Community Church: $45KMcDowell Mountain CommunityChurch$45K

The largest 2024 recipient was McDowell Mountain Community Church ($45K).

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 6 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
McDowell Mountain Community Church Scottsdale, AZMissions$45,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,009,470$781,903$589,010
Revenue$277,156$214,655$221,986
Expenses$51,141$21,758$18,886
Qualifying Distributions$46,050$18,600$16,050
Net Investment Income$22,175$13,033$18,012
Distributable Amount$50,057$33,367$23,352

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Sommer Family Foundation Inc is led by Joseph F Sommer, Director & President since 2024 (on filings since 2020); none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Joseph F Sommer

    Director & President

    Trustee → Director, 2023

    Director → Director & President, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Elizabeth A Sommer

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Nancy H Sommer

    Director & Vice President

    Director → Director & Vice President, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Scott J Sommer

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

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.

Frequently asked questions about Sommer Family Foundation Inc

How much does Sommer Family Foundation Inc give each year?

Sommer Family Foundation Inc gave $45K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $18K across 3 grants.

How large is Sommer Family Foundation Inc?

Sommer Family Foundation Inc reported $1.0M in total assets on its 2024 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $50K (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.

Where does Sommer Family Foundation Inc operate?

Sommer Family Foundation Inc has awarded grants in Arizona.

What is Sommer Family Foundation Inc's EIN?

Sommer Family Foundation Inc's EIN (Employer Identification Number) is 85-1346139. IRS Form 990 filing data is available on this page for 2020–2024.

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

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