THE SUMMIT FOUNDATION

EIN 742341399 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$7.99M
at fiscal year end
Grants out
$2.56M
from DAF accounts
Contributions in
$1.40M
received into DAFs
Payout rate
32.0%
median is 12.5%
Accounts
74
funds held at year end
Average account
$108K
assets per fund

At 32.0%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$6.8M
FY2019
$6.2M
FY2021
$7.5M
FY2022
$8.0M
FY2023

Grants paid by year

$1.5M
FY2019
$1.5M
FY2021
$1.5M
FY2022
$2.6M
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 447 grant lines totalling $13.6M across 2019–2024 — $30K per line.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Summit County Family Resource CenterEIN 841252900 CO$1.4M
Summit Community Care Clinic IncEIN 201139635 CO$924K
Keystone Science SchoolEIN 461735364 CO$879K
Advocates For Victims Of AssaultEIN 840950954 CO$449K
Building Hope Summit CountyEIN 831871119 CO$424K
Lake Dillon Foundation For The Performing ArtsEIN 841234015 CO$404K
High Country Conservation CenterEIN 840740775 CO$283K
Breckenridge Outdoor Education CenterEIN 840725560 CO$279K
Lake Dillon Preschool & Early LearningEIN 841139106 CO$275K
Early Childhood OptionsEIN 841172882 CO$254K
Smart BelliesEIN 831557278 CO$235K
Casa Of The Continental DivideEIN 841471924 CO$224K
Breckenridge Music FestivalEIN 472066832 CO$215K
Colorado Mountain College FoundationEIN 742393418 CO$208K
Team SummitEIN 742529909 CO$205K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2023, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.