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Summerlee Foundation is a private corporation based in DALLAS, TX. The foundation received its IRS ruling in 1988. It holds total assets of $80.6M. Annual income is reported at $35.2M. Total assets have grown from $59.6M in 2010 to $76.4M in 2023. The foundation is governed by 9 officers and trustees. The Foundation makes grants for two specific purposes: to alleviate fear, pain and suffering of animals and to promote animal protection and the prevention of cruelty to animals, and to research, promote and document all facets of Texas History. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2023. Grantmaking is concentrated in Texas. According to available records, Summerlee Foundation has made 520 grants totaling $8.3M, with a median grant of $10K. Annual giving has decreased from $5.7M in 2022 to $2.7M in 2023. Individual grants have ranged from $1K to $195K, with an average award of $16K. The foundation has supported 321 unique organizations. The foundation primarily supports organizations in Texas, Colorado, California, which account for 57% of all grants. Grantmaking reaches organizations across 45 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$10K
Average Grant
$17K
Largest Grant
$195K
Based on 165 grants from the most recent 990-PF filing.
Expenses associated with operating cottle ranch, a 316 acre ranch that houses the foundation's equine population in cottle county, texas.
Expenses: $194K
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.
Expenses: $122K
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.
Expenses: $93K
Supports efforts to prevent animal cruelty and alleviate animal suffering. Two-stage application process with Letters of Interest followed by full proposals for invited organizations.
Dedicated to researching, promoting and documenting all facets of Texas history. Applicants must contact program director before submitting. Two-stage application with LOI and full proposal.
The Foundation makes grants for two specific purposes: to alleviate fear, pain and suffering of animals and to promote animal protection and the prevention of cruelty to animals, and to research, promote and document all facets of Texas History. Based on available records, the foundation has funded 520 grants. Its grantmaking reaches organizations primarily in TX, CO, CA.
Summerlee Foundation has distributed a total of $8.3M across 520 grants. The median grant size is $10K, with an average of $16K. Individual grants have ranged from $1K to $195K.
Summerlee Foundation typically selects its grantees rather than accepting unsolicited proposals. The application deadline is Rolling - Animal Protection: July 1, 2026; Texas History: March 6, 2026. Must be IRS 501(c)(3) nonprofit. Mission must align with animal protection or Texas history focus. Animal Protection portal closes after 150 submissions. An application form is available on the foundation's website.
Summerlee Foundation is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 45 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Gary N Smith | PRESIDENT/TX HISTORY PROGRAM DIRECTOR | $170K | $44K | $214K |
| Melanie K Anderson | DIRECTOR | $74K | $8K | $82K |
| Mary Volcansek Phd | VICE CHAIR | $0 | $0 | N/A |
| Kimberly F Williams | DIRECTOR | $0 | $0 | N/A |
| Hon David D Jackson | FOUNDING DIRECTOR/ASST. SECRETARY | $0 | $0 | N/A |
| John W Crain | CHAIRMAN OF THE BOARD | $0 | $0 | N/A |
| Joan Casey | SECRETARY | $0 | $0 | N/A |
| Jim Bruseth Phd | TREASURER | $0 | $0 | N/A |
| Ron Tyler Phd | DIRECTOR | $0 | $0 | N/A |
Total Giving
$4.3M
Total Assets
$76.4M
Fair Market Value
N/A
Net Worth
$75M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
$2.9M
Distribution Amount
$3.6M
Total Grants
520
Total Giving
$8.3M
Average Grant
$16K
Median Grant
$10K
Unique Recipients
321
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Parks For Downtown DallasGENERAL SUPPORT | Dallas, TX | $150K | 2023 |
| Fair Park FirstGENERAL SUPPORT | Dallas, TX | $125K | 2023 |
| Washington On The Brazos HistoricalGENERAL SUPPORT | Washington, TX | $100K | 2023 |
| Southern Plains Land Trust IncorporatedGENERAL SUPPORT | Lamar, CO | $75K | 2023 |
| Earth Island InstituteGENERAL SUPPORT | Berkeley, CA | $70K | 2023 |
| Texas State Historical AssociationGENERAL SUPPORT | Austin, TX | $63K | 2023 |
| Center For A Humane EconomyGENERAL SUPPORT | Bethesda, MD | $60K | 2023 |
| Shumla School IncGENERAL SUPPORT | Comstock, TX | $42K | 2023 |
| Witte MuseumGENERAL SUPPORT | San Antonio, TX | $35K | 2023 |
| Deep Ellum FoundationGENERAL SUPPORT | Dallas, TX | $35K | 2023 |
| United Spay AllianceGENERAL SUPPORT | Walkersville, MD | $32K | 2023 |
| Animal Protection Of New MexicoGENERAL SUPPORT | Albuquerque, NM | $30K | 2023 |
| Operation Nightingale UsaGENERAL SUPPORT | Dallas, TX | $30K | 2023 |
| Good Food InstituteGENERAL SUPPORT | Washington, DC | $25K | 2023 |
| Dallas Symphony OrchestraGENERAL SUPPORT | Greenville, TX | $25K | 2023 |
| Dallas Firefighter'S MuseumGENERAL SUPPORT | Houston, TX | $25K | 2023 |
| National Society Of The Colonial DamesGENERAL SUPPORT | Washington, DC | $25K | 2023 |
| Atlanta Grade School FriendsGENERAL SUPPORT | Atlanta, TX | $25K | 2023 |
| Animal BalanceGENERAL SUPPORT | Portland, OR | $25K | 2023 |
| University Of North Texas FoundationGENERAL SUPPORT | Denton, TX | $25K | 2023 |
| Southern Gateway Public Green FoundationGENERAL SUPPORT | Dallas, TX | $25K | 2023 |
| West Texas A&M University FoundationGENERAL SUPPORT | Canyon, TX | $25K | 2023 |
| Austin Community FoundationGENERAL SUPPORT | Austin, TX | $25K | 2023 |
| Panthera CorporationGENERAL SUPPORT | New York, NY | $25K | 2023 |
| University Of HoustonGENERAL SUPPORT | Houston, TX | $25K | 2023 |
| Bryan MuseumGENERAL SUPPORT | Galveston, TX | $25K | 2023 |
| La Santa Cruz De La ConcepcionGENERAL SUPPORT | Concepcion, TX | $25K | 2023 |
| Chimp Haven IncGENERAL SUPPORT | Keithville, LA | $24K | 2023 |
| Sentient MediaGENERAL SUPPORT | San Francisco, CA | $24K | 2023 |
| Texas General Land OfficeGENERAL SUPPORT | Austin, TX | $23K | 2023 |
| Rosenberg Library AssociationGENERAL SUPPORT | Galveston, TX | $22K | 2023 |
| Shankleville Historical SocietyGENERAL SUPPORT | Dallas, TX | $22K | 2023 |
| San Antonio Conservation SocietyGENERAL SUPPORT | San Antonio, TX | $20K | 2023 |
| FaunalyticsGENERAL SUPPORT | San Diego, CA | $20K | 2023 |
| Great Springs ProjectGENERAL SUPPORT | Austin, TX | $20K | 2023 |
| University Of Texas Rgv FoundationGENERAL SUPPORT | Mcallen, TX | $20K | 2023 |
| Texana Arts CouncilGENERAL SUPPORT | Edna, TX | $20K | 2023 |
| Wellbeing International IncGENERAL SUPPORT | Potomac, MD | $20K | 2023 |
| Preservation AustinGENERAL SUPPORT | Austin, TX | $20K | 2023 |
| Documentary Arts IncGENERAL SUPPORT | Dallas, TX | $20K | 2023 |
| Advocate FoundationGENERAL SUPPORT | Fort Collins, CO | $20K | 2023 |
| Tom Lea InstituteGENERAL SUPPORT | El Paso, TX | $20K | 2023 |
| Pan African Sanctuary AllianceGENERAL SUPPORT | Beaverton, OR | $20K | 2023 |
| Baylor UniversityGENERAL SUPPORT | Waco, TX | $20K | 2023 |
| Preservation Texas IncGENERAL SUPPORT | San Marcos, TX | $20K | 2023 |
| Center For Large Landscape ConservationGENERAL SUPPORT | Bozeman, MT | $18K | 2023 |
| Journal Of Texas Archeology & HistoryGENERAL SUPPORT | Austin, TX | $17K | 2023 |
| Rutherford Bh Yates Museum IncGENERAL SUPPORT | Houston, TX | $15K | 2023 |
| Save The Dogs And Other Animals UsGENERAL SUPPORT | Brooklyn, NY | $15K | 2023 |
| African American Heritage Project IncGENERAL SUPPORT | Nacogdoches, TX | $15K | 2023 |