Nonprofit · EIN 47-5097430
SUMMERS FOUNDATION INC
Tax-exempt · ROCHESTER, NY 14606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $191,017 | $421,931 | -$230,914 | $1,397,638 | $0 | $1,397,638 |
| December 31, 2024 | 990-PF | $115,310 | $151,670 | -$36,360 | $1,662,169 | $0 | $1,662,169 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $20,000
- Dividends
- $29,370
- Interest
- $24,015
- Net gain from sales of assets
- $117,376
- Other income
- $256
Expenses
- Grants and similar amounts paid
- $332,725
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $332,725
- Excise tax on investment income
- $1,154
Balance sheet and other
- Total assets, start of year
- $1,662,169
- Total assets, end of year
- $1,397,638
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,397,638
- Fair market value of assets
- $1,750,716
- Qualifying distributions
- $332,725
- Net investment income
- $170,761
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH A MARVALD 1001 LEXINGTON AVENUE, ROCHESTER, NY 14606 | VICE PRESIDENT | 2 | $0 |
| TODD D SUMMERS 1001 LEXINGTON AVENUE, ROCHESTER, NY 14606 | DIRECTOR | 2 | $0 |
| DOUGLAS J SUMMERS 1001 LEXINGTON AVENUE, ROCHESTER, NY 14606 | PRESIDENT | 2 | $0 |
| SUSAN L CONRADO 1001 LEXINGTON AVENUE, ROCHESTER, NY 14606 | DIRECTOR | 2 | $0 |
| MICHAEL S WEED 1001 LEXINGTON AVENUE, ROCHESTER, NY 14606 | SECRETARY & TREASURER | 2 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH A MARVALD 1001 LEXINGTON AVENUE, ROCHESTER, NY 14606 | VICE PRESIDENT | 2 | $0 |
| TODD D SUMMERS 1001 LEXINGTON AVENUE, ROCHESTER, NY 14606 | DIRECTOR | 2 | $0 |
| DOUGLAS J SUMMERS 1001 LEXINGTON AVENUE, ROCHESTER, NY 14606 | PRESIDENT | 2 | $0 |
| SUSAN L CONRADO 1001 LEXINGTON AVENUE, ROCHESTER, NY 14606 | DIRECTOR | 2 | $0 |
| MICHAEL S WEED 1001 LEXINGTON AVENUE, ROCHESTER, NY 14606 | SECRETARY & TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1001 LEXINGTON AVENUE, ROCHESTER, NY 14606-2847
- Signed the 990-PF
- KENNETH MARVALD, VICE PRESIDENT
- Phone
- (585) 546-6830
- Return prepared by
- MENGEL METZGER BARR & CO LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-5097430
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,397,638
- Income (IRS master file)
- $640,924
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $212,033 | $188,761 | $1,742,835 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about SUMMERS FOUNDATION INC
- What is the EIN of SUMMERS FOUNDATION INC?
- The employer identification number (EIN) of SUMMERS FOUNDATION INC is 47-5097430.
- Is SUMMERS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to SUMMERS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUMMERS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUMMERS FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUMMERS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SUMMERS FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SUMMERS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $191,017, expenses of $421,931 and total assets of $1,397,638 at year end.
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