Summit Foundation

Foundation · Grantmaker Pittsburgh, PA EIN: 33-1074444

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

4states

Share of all 21 itemized 2025 grant dollars.

Cities

LigonierPittsburghLatrobeChampaignLaughlintownPendletonLorettoWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K20 grants202022 grants202121 grants202221 grants202322 grants202421 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Ligonier Valley Fire Companies: $10KLigonier Valley Fire Companies$10KValley Youth Network: $8KValley Youth Network$8KLigonier Valley School District Foundati: $8KLigonier Valley SchoolDistrict Foundati$8KHoly Trinity Church: $8KHoly Trinity Church$8KLigonier Valley Library: $7KLigonier Valley Library$7KLigonier Valley Memorial Association: $5KLigonier Valley MemorialAssociation$5KLigonier Valley Meals on Wheels: $5KLigonier Valley Meals onWheels$5KValley School of Ligonier: $4KValley School of Ligonier$4KYMCA: $3KYMCA$3KLatrobe Foundation Inc: $3KLatrobe Foundation Inc$3K

Grant Size Distribution

107 grants across all recorded years

107<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
LIGONIER VALLEY FIRE COMPANIES Ligonier, PAGENERAL OPERATING$10,000
VALLEY YOUTH NETWORK Ligonier, PAGENERAL OPERATING$8,000
LIGONIER VALLEY SCHOOL DISTRICT FOUNDATI Ligonier, PAGENERAL OPERATING$8,000
HOLY TRINITY CHURCH Ligonier, PAGENERAL OPERATING$8,000
LIGONIER VALLEY LIBRARY Ligonier, PAGENERAL OPERATING$7,000
LIGONIER VALLEY MEMORIAL ASSOCIATION Ligonier, PAGENERAL OPERATING$5,000
LIGONIER VALLEY MEALS ON WHEELS Ligonier, PAGENERAL OPERATING$5,000
VALLEY SCHOOL OF LIGONIER Ligonier, PAGENERAL OPERATING$4,000
YMCA Washington, DCGENERAL OPERATING$3,000
LATROBE FOUNDATION INC Latrobe, PAGENERAL OPERATING$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K202020212022202320242025
Metric202520242023
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

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  2. 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

Marion Warzel — Trustee: $6KMarion WarzelTrustee$6K

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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