Summit Foundation
Summit Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 21 grants totaling $76K. Net investment income was $75K.
Key facts about Summit Foundation
In short: Summit Foundation gave $76K across 21 grants in 2025 (avg $4K), mostly in Pennsylvania. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 33-1074444
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $76,000
- Grants made (2025)
- 21
- Average grant
- $3,619
- Median grant
- $2,500
- New grantees (estimate)
- 0% first-time grantees (0 of 21, 2025)
- Total assets
- $1,309,907
- Primary geography
- Pennsylvania (93% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
-0.6% YoY
Annual Giving
$76K
+5.6% YoY
Grant Count
21
-4.5% YoY
Avg Grant Size
$4K
+10.6% YoY
Under IRS private-foundation payout rules, Summit Foundation reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Is Summit Foundation open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 21 grantees (0%) were first-time recipients. How we count
- 81% of 2025 grantees were also funded in 2024. Method
- Giving grew 25% from 2022 to 2025. Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 21 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
107 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| LIGONIER VALLEY FIRE COMPANIES Ligonier, PA | GENERAL OPERATING | $10,000 |
| VALLEY YOUTH NETWORK Ligonier, PA | GENERAL OPERATING | $8,000 |
| LIGONIER VALLEY SCHOOL DISTRICT FOUNDATI Ligonier, PA | GENERAL OPERATING | $8,000 |
| HOLY TRINITY CHURCH Ligonier, PA | GENERAL OPERATING | $8,000 |
| LIGONIER VALLEY LIBRARY Ligonier, PA | GENERAL OPERATING | $7,000 |
| LIGONIER VALLEY MEMORIAL ASSOCIATION Ligonier, PA | GENERAL OPERATING | $5,000 |
| LIGONIER VALLEY MEALS ON WHEELS Ligonier, PA | GENERAL OPERATING | $5,000 |
| VALLEY SCHOOL OF LIGONIER Ligonier, PA | GENERAL OPERATING | $4,000 |
| YMCA Washington, DC | GENERAL OPERATING | $3,000 |
| LATROBE FOUNDATION INC Latrobe, PA | GENERAL OPERATING | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,309,907 | $1,317,225 | $1,299,246 |
| Revenue | $82,289 | $101,220 | $-1,649 |
| Expenses | $89,773 | $83,189 | $78,447 |
| Qualifying Distributions | $80,300 | $76,211 | $67,604 |
| Net Investment Income | $75,086 | $91,362 | $19,553 |
| Distributable Amount | $81,681 | $77,221 | $69,990 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Summit Foundation is led by Zan McKenna Rich, Chairman on every filing since 2020; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Zan McKenna Rich
Chairman
On filings since 2020
1 hr/week
$3K (2020) → $0 (2025)
Marion Warzel
Trustee
On filings since 2024
1 hr/week
$3K (2024) → $6K (2025)
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.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about Summit Foundation
How much does Summit Foundation give each year?
Summit Foundation gave $76K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $72K across 22 grants.
What is Summit Foundation's typical grant size?
Summit Foundation's median grant in 2025 was $2,500, and its average grant was $3,619, across 21 grants on its 2025 IRS Form 990-PF.
Where does Summit Foundation give grants?
Summit Foundation gives mostly in Pennsylvania: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ligonier, PA (12 grants), Latrobe, PA (2 grants) and Pittsburgh, PA (2 grants).
Does Summit Foundation give general operating support?
Yes: 100% of Summit Foundation's 2025 grants with a stated purpose (21 of 21) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Summit Foundation's largest grantees?
Summit Foundation's largest 2025 grantees include Ligonier Valley Fire Companies ($10,000), Valley Youth Network ($8,000) and Ligonier Valley School District Foundati ($8,000), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.
How large is Summit Foundation?
Summit Foundation reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $80K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).
What is Summit Foundation?
Summit Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pittsburgh, PA. It holds $1.3M in total assets as of 2025.
What is Summit Foundation's EIN?
Summit Foundation's EIN (Employer Identification Number) is 33-1074444. 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.
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