Private foundation (trust)EIN 752252355Est. 1988-11
THE SUMMERLEE FOUNDATION
DALLAS, TX 75225
Accepts unsolicited proposalsTotal Assets
$80.6M
FY 2023
Annual Giving
$2.9M
FY 2023
Grants Made
188
FY 2023
Avg Grant
$16K
FY 2023
Grant Range
$3K–$150K
Typical
Deadlines
June; september; january; may see www.…
Applications
Programs & Activities
Program 1
$29KExpenses associated with operating cottle ranch, a 316 acre ranch that houses the foundation's equine population in cottle county, texas.
Program 2
$1.3MAnimal 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.
Program 3
$2.1MThe 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.
Financial Snapshot
2023 filing
Total Revenue
$5.1M
Total Expenses
$3.9M
Qualifying Distributions
$4.7M
Distributable Amount
$3.7M
Min. Investment Return
$3.9M
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
188 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
500 grants
Grant Size Distribution
500 grants
Geographic Focus
47 states
+37 more states
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