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THE SUMMIT FOUNDATION, INC. - Florida Company Profile

Headquarter

Company Details

Entity Name: THE SUMMIT FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 16 Aug 2023 (2 years ago)
Last Event: AMENDMENT AND NAME CHANGE
Event Date Filed: 17 Nov 2023 (a year ago)
Document Number: N23000009896
FEI/EIN Number 37-2117735

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2630 Grey OAKS DR N #15, NAPLES, FL, 34105, US
Mail Address: 2630 Grey OAKS DR N #15, NAPLES, FL, 34105, US
ZIP code: 34105
County: Collier
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of THE SUMMIT FOUNDATION, INC., MISSISSIPPI 952146 MISSISSIPPI
Headquarter of THE SUMMIT FOUNDATION, INC., ALABAMA 000-944-064 ALABAMA

Key Officers & Management

Name Role Address
COHEN SHIFMAN JULIE Director 2630 Grey OAKS DR N #15, NAPLES, FL, 34105
SHIFMAN STEVEN Director 2630 Grey OAKS DR N #15, NAPLES, FL, 34105
SHIFMAN Ari Director 2630 Grey OAKS DR N #15, NAPLES, FL, 34105
COHEN SHIFMAN JULIE Agent 2630 Grey OAKS DR N #15, NAPLES, FL, 34105

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-01-31 2630 Grey OAKS DR N #15, NAPLES, FL 34105 -
CHANGE OF MAILING ADDRESS 2024-01-31 2630 Grey OAKS DR N #15, NAPLES, FL 34105 -
REGISTERED AGENT ADDRESS CHANGED 2024-01-31 2630 Grey OAKS DR N #15, NAPLES, FL 34105 -
AMENDMENT AND NAME CHANGE 2023-11-17 THE SUMMIT FOUNDATION, INC. -

Documents

Name Date
ANNUAL REPORT 2024-01-31
Amendment and Name Change 2023-11-17
Domestic Non-Profit 2023-08-16

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
37-2117735 Corporation Unconditional Exemption 2630 GREY OAKS DRIVE N, NAPLES, FL, 34105-3003 2024-01
In Care of Name % JULIE COHEN SHIFMAN
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 1035114
Income Amount 1040077
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Determination Letter

Final Letter(s) FinalLetter_37-2117735_THESUMMITFOUNDATIONINC_12122023_00.pdf

Date of last update: 02 Mar 2025

Sources: Florida Department of State