EIN 75-2252355

The Summerlee Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
State
Year formed
1988
Most recent tax filings
2022-06-01
NTEE code, primary
Description
The Summerlee Foundation is a private foundation based in Dallas, TX. Last year, it made $1,278,355 in annual grants. It has total assets of $69,960,356.
Total revenues
$6,129,809
2022
Total expenses
$4,032,707
2022
Total assets
$74,165,879
2022
Num. employees
n/a

Program areas at The Summerlee Foundation

Expenses associated with operating cottle ranch, a 316 acre ranch that houses The Foundation's equine population in cottle county, Texas.
Animal protection program: The Summerlee Foundation program director for animal protection participates in direct charitable activities through a process of collaborating, convening, connecting, and counseling. These activities serve to foster and advance animal welfare and animal philanthropy. The program director for The animal protection program continued to work with other animal grantmaking individuals and institutions with advice, sharing of knowledge and collaboration strategies.
The Texas history program of The Summerlee Foundation offers outreach support to The Texas history community through a wide variety of professional activities ranging from archeology to preservation to publications.in addition to overseeing an extensive research library focusing on Texas and southern history, The president and Texas history program officer is charged with providing technical assistance to a broad group of preservation and history organizations through telephonic and email conversations as well as onsite investigations. The Foundation also sponsors or co-sponsors workshops and seminars to boards and staffs of historical organizations. The president is a frequent speaker at local, state, and national professional conferences, touting The benefits of better governance, better planning, and The need for financial sustainability with history organizations.
Various exempt purpose revenue, such as book sales and recoveries of previous grants.

Grants made by The Summerlee Foundation

GranteeGrant descriptionAmount
Parks for Downtown DallasGeneral Support$150,000
Fair Park FirstGeneral Support$125,000
The Texas State Historical AssociationGeneral Support$112,500
...and 136 more grants made totalling $2,086,078

Personnel at The Summerlee Foundation

NameTitleCompensation
Gary N SmithPresident$169,966
Melanie K AndersonDirector$73,524
Mitchell FoxAnimal Program Director$78,716
Amy AskariDirector of Administ$73,300

Financials for The Summerlee Foundation

RevenuesFYE 06/2022
Total grants, contributions, etc.$0
Investment income and dividends$861,130
Net rental income$16,460
Net gain from sale of non-inventory assets$2,038,970
Gross sales of inventory$0
Miscellaneous revenues$3,194,969
Total revenues$6,129,809

Form 990s for The Summerlee Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-062023-04-06990PFView PDF
2021-062022-01-27990PFView PDF
2020-062021-08-19990PFView PDF
2019-062020-08-14990PRView PDF
2018-062019-04-16990PFView PDF
...and 7 more Form 990s

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Center for Social ChangeMiami, FL$2,675,366
The Charles F and Beatrice D Adams Charitable TrustBoston, MA$1,544,765
Kitchings Family FoundationOrlando, FL$3,196,168
The Henry FoundationMidland, TX$3,202,492
John M Hopwood IrrPittsburgh, PA$1,567,616
Data update history
September 19, 2023
Updated personnel
Identified 1 new personnel
August 14, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 15, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 13, 2023
Updated personnel
Identified 3 new personnel
May 26, 2023
Updated personnel
Identified 9 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
5556 Caruth Haven LN
Dallas, TX 75225
Metro area
Dallas-Fort Worth-Arlington, TX
County
Dallas County, TX
Website URL
summerlee.org/ 
Phone
(214) 363-9000
IRS details
EIN
75-2252355
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
1988
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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