Summit and Julie Shah Foundation
Summit and Julie Shah Foundation is a private foundation, based in Columbus, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $806K in total assets. In 2025, it awarded 2 grants totaling $8K. Net investment income was $10K.
Summit and Julie Shah Foundation at a glance
In short: Summit and Julie Shah Foundation gave $8K across 2 grants in 2025 (avg $4K). Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,000
- +60.0% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $4,000
- -20.0% vs 2024
- Median grant
- $4,000
- Total assets
- $806,058
- +34.4% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Summit and Julie Shah Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Shree Samkit Charitable Trust ($5K). Together the top 2 received $8K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Summit and Julie Shah Foundation gives
- In 2025 it paid out 20% 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 2025, annual grant giving ranged from $5K (2023) to $140K (2020). In 2025 it made 2 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shree Samkit Charitable Trust | Charitable activity | $5,000 |
| Akhil Bharatiya Hinsa Nivaran Sangh | Charitable activity | $3,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $806,058 | $111,503 | $8,655 | $8,000 | 2 | $8,000 | $9,798 | $39,562 |
| 2024 | $599,837 | $112,387 | $5,472 | $5,000 | 1 | $5,000 | $10,787 | $25,605 |
| 2023 | $422,230 | $106,862 | $5,000 | $5,000 | 1 | $5,000 | $6,606 | $20,703 |
| 2022 | $267,487 | $99,951 | — | — | — | — | $2,781 | $13,135 |
| 2021 | $176,467 | $112,416 | $28,600 | $28,600 | 1 | $28,600 | — | $6,627 |
| 2020 | $92,651 | $98,146 | $140,000 | $140,000 | 2 | — | — | $5,329 |
Under IRS private-foundation payout rules, Summit and Julie Shah Foundation reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Summit and Julie Shah Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Julie Kennerly Shah
Trustee
On filings since 2020
1 hr/week
No compensation reported
Summit Shah
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Summit and Julie Shah Foundation
How much does Summit and Julie Shah Foundation give each year?
Summit and Julie Shah Foundation gave $8K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.
How large is Summit and Julie Shah Foundation?
Summit and Julie Shah Foundation reported $806K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $40K (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 Summit and Julie Shah Foundation operate?
Summit and Julie Shah Foundation has awarded grants in California, New York.
What is Summit and Julie Shah Foundation's EIN?
Summit and Julie Shah Foundation's EIN (Employer Identification Number) is 82-5461159. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 26, 2026)
- IRS filings on file for fiscal years 2020–2025
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