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Private foundation (trust)EIN 752252355Est. 1988-11

THE SUMMERLEE FOUNDATION

DALLAS, TX 75225

Accepts unsolicited proposals

Total 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

$29K

Expenses associated with operating cottle ranch, a 316 acre ranch that houses the foundation's equine population in cottle county, texas.

Program 2

$1.3M

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.

Program 3

$2.1M

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.

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 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

188 grants

Grant sizes from minimum $3K through median $10K to maximum $150K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2021 to 2023. Peak $2.9M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

500 grants

PARKS FOR DOWNTOWN DALLAS
$300K
2 grants
TEXAS STATE HISTORICAL ASSOCIATION
$290K
3 grants
SOUTHERN PLAINS LAND TRUST INCORPORATED
$275K
3 grants
FAIR PARK FIRST
$250K
2 grants
GREATER GOOD CHARITIES
$228K
3 grants
WASHINGTON ON THE BRAZOS HISTORICAL
$200K
2 grants
FRIENDS OF THE TEXAS HISTORICAL COMM
$195K
1 grant
THE SHUMLA SCHOOL INC
$150K
1 grant

Grant Size Distribution

500 grants

<$10K
316
grants
$10–50K
160
grants
$50–250K
24
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

47 states

Texas
$5.2M
63% of total
Colorado
$458K
6% of total
California
$338K
4% of total
Washington
$313K
4% of total
District of Columbia
$205K
3% of total
New York
$203K
2% of total
Maryland
$178K
2% of total
Florida
$125K
2% of total
Oregon
$102K
1% of total
New Mexico
$97K
1% of total

+37 more states

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