Private foundation (trust)EIN 416054048Est. 1966-12

SUMMER FUND

ST PAUL, MN 55101

Total Assets

$7.5M

FY 2023

Annual Giving

$343K

FY 2023

Grants Made

40

FY 2023

Avg Grant

$9K

FY 2023

Grant Range

$250–$100K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$267K

Total Expenses

$361K

Qualifying Distributions

$358K

Distributable Amount

$349K

Min. Investment Return

$353K

Undistributed Income

$332K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

40 grants

Grant sizes from minimum $250 through median $3K to maximum $100K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $365K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

161 grants

UNIVERSITY OF ST THOMAS
$280K
3 grants
SCHWAB CHARITABLE
$235K
1 grant
ST MARY OF THE LAKE CATHOLIC CHURCH
$120K
3 grants
SAINT MARY OF THE LAKE CATHOLIC CHURCH
$100K
1 grant
CATHOLIC SERVICES APPEAL FOUNDATION
$95K
3 grants
FRASSATI CATHOLIC ACADEMY
$93K
3 grants
CHURCH OF THE ASSUMPTION
$85K
1 grant
MAYO CLINIC FOUNDATION
$85K
2 grants

Grant Size Distribution

161 grants

<$10K
139
grants
$10–50K
15
grants
$50–250K
7
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

13 states

Minnesota
$1.0M
70% of total
Florida
$335K
22% of total
Wisconsin
$28K
2% of total
Montana
$25K
2% of total
Virginia
$25K
2% of total
District of Columbia
$11K
1% of total
Oregon
$10K
1% of total
Hawaii
$5K
0% of total
Ohio
$5K
0% of total
South Dakota
$4K
0% of total

+3 more states

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SUMMER FUND — Grants, Financials & Contact | Grantivo