Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
HATTON W SUMNERS FOUNDATION FOR THE
STUDY & TEACHING OF SELF-GOVERNMENT INC

Number and street (or P.O. box number if mail is not delivered to street address)325 N ST PAUL STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75201
A Employer identification number

75-2734032
B Telephone number (see instructions)

(214) 220-2128
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$64,484,795J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 33,500
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 662,728 662,728  
4 Dividends and interest from securities...... 838,125 838,125  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,381,374
b Gross sales price for all assets on line 6a 10,133,788
7 Capital gain net income (from Part IV, line 2)... 1,381,374
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,533,632 1,116,256  
12 Total. Add lines 1 through 11........ 4,449,359 3,998,483  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 342,129 171,353   170,776
14 Other employee salaries and wages...... 61,265 30,633   30,633
15 Pension plans, employee benefits....... 80,697 47,517   33,180
16a Legal fees (attach schedule)......... Click to see attachment 4,301 4,301    
b Accounting fees (attach schedule)....... Click to see attachment 28,412 14,206   14,206
c Other professional fees (attach schedule).... Click to see attachment 442 442    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 53,313 12,777   5,480
19 Depreciation (attach schedule) and depletion... Click to see attachment 172,017 172,017  
20 Occupancy.............. 51,606 27,839   23,767
21 Travel, conferences, and meetings....... 112,103 13,160   98,943
22 Printing and publications.......... 4,976 1,815   3,161
23 Other expenses (attach schedule)....... Click to see list of attachments 671,961 354,700   47,897
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,583,222 850,760   428,043
25 Contributions, gifts, grants paid........ 2,389,938 2,389,938
26 Total expenses and disbursements. Add lines 24 and 25 3,973,160 850,760   2,817,981
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 476,199
b Net investment income (if negative, enter -0-) 3,147,723
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 349,944 891,320 891,320
2 Savings and temporary cash investments.......... 3,775,244 2,554,978 2,554,978
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   579,001    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 85,222    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 23,235,865 Click to see attachment25,897,431 25,897,431
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet279,402
Less: accumulated depreciation (attach schedule) bullet   279,402 Click to see attachment279,402 279,402
12 Investments—mortgage loans.............. 3,017,827 5,380,556 5,380,556
13 Investments—other (attach schedule)........... 27,330,133 Click to see attachment29,439,565 29,439,565
14 Land, buildings, and equipment: basis bullet120,235
Less: accumulated depreciation (attach schedule) bullet78,692 36,201 Click to see attachment41,543 41,543
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,688,839 64,484,795 64,484,795
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................. 78,102  
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)   Click to see attachment31,948
23 Total liabilities (add lines 17 through 22).......... 78,102 31,948
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 58,610,737 64,452,847
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 58,610,737 64,452,847
31 Total liabilities and net assets/fund balances (see instructions).. 58,688,839 64,484,795
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 58,610,737
2 Enter amount from Part I, line 27a..................... 2 476,199
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 5,365,911
4 Add lines 1, 2, and 3.......................... 4 64,452,847
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 64,452,847
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,381,374
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 2,912,987 61,461,439 0.04740
2012 2,881,245 58,725,473 0.04906
2011 2,633,733 58,207,876 0.04525
2010 2,695,607 55,513,929 0.04856
2009 2,904,015 53,341,933 0.05444
2 Total of line 1, column (d) ...................... 2 0.24470
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.04894
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 63,287,615
5 Multiply line 4 by line 3....................... 5 3,097,359
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 31,477
7 Add lines 5 and 6......................... 7 3,128,836
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,817,981
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 62,954
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 62,954
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 62,954
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 80,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 80,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 17,046
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet17,046 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.HATTONSUMNERS.ORG
    14
    The books are in care ofbulletHUGH C AKIN Telephone no.bullet (214) 220-2128
    Located atbullet325 NORTH ST PAUL SUITE 3920DALLASTX ZIP+4bullet752013821
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    DAVID G DRUMM Chairman
    2.00     		30,000    
    901 MAIN STREET STE 500
    DALLAS,TX752023767
    CHARLES L MOORE VICE CHAIRMAN
    2.00     		28,500    
    5901-J WYOMING BLVD NE 154
    ALBUQUERQUE,NM87109
    JERRY D REIS Treasurer
    2.00     		27,000    
    6012 W CAMPUS CIRCLE DR 210
    IRVING,TX75063
    LON R WILLIAMS Secretary
    2.00     		25,000    
    2501 N HARWOOD SUITE 1900
    DALLAS,TX75201
    W DALE CRANE Director
    2.00     		25,000    
    PO BOX 92817
    SOUTHLAKE,TX76092
    SCOTT M HIGGINBOTHAM Director
    2.00     		25,000    
    125 BELLAIRE AVENUE
    DUMAS,TX79029
    WILLIAM W MEADOWS Director
    2.00     		18,744    
    421 W 3RD STREET SUITE 800
    FORT WORTH,TX76102
    HUGH C AKIN Executive Dir.
    40.00     		160,000 24,000  
    325 N ST PAUL ST STE 3920
    DALLAS,TX75201
    MIKE MCELROY Controller
    40.00     		2,885 433  
    325 N ST PAUL ST STE 3920
    DALLAS,TX75201
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    WENDY WERNER EXEC. ASSISTANT
    40.00     		61,265 9,190  
    325 N ST PAUL STREET STE 3920
    DALLAS,TX75201
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    ACCOUNTEMPS CONTRACT EMPLOYEE 58,638
    PO BOX 743295
    LOS ANGELES,CA900743295
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    29,895,301
    b
    Average of monthly cash balances.......................
    1b
    3,851,029
    c
    Fair market value of all other assets (see instructions)................
    1c
    30,505,056
    d
    Total (add lines 1a, b, and c).........................
    1d
    64,251,386
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    64,251,386
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    963,771
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    63,287,615
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,164,381
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,164,381
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    62,954
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
    40,585
    c
    Add lines 2a and 2b............................
    2c
    103,539
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,060,842
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,060,842
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,060,842
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,817,981
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,817,981
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,817,981
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 3,060,842
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 2,437,536
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 2,817,981
    a Applied to 2013, but not more than line 2a 2,437,536
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 380,445
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		2,680,397
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    HUGH C AKIN
    325 N ST PAUL STREET SUITE 3920
    DALLAS,TX752013821
    (214) 220-2128
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER, RESUME OF ORGANIZATION OR PERSON AND OTHER SUPPORTING MATERIAL.
    cAny submission deadlines:
    VARIOUS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE LIMITED TO THE STUDY AND TEACHING OF THE SCIENCE OF SELF-GOVERNMENT.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ARC OF DALLAS
    12700 HILLCREST PLAZE DR
    DALLAS,TX75230     		NONE PC iLead 25,000
    BAYLOR UNIVERSITY
    1311 S 5TH ST
    WACO,TX76706     		NONE PC iTeach iCivics 45,000
    BIG BROTHERS BIG SISTERS LONESTAR
    450 E JOHN CARPENTER FWY
    IRVING,TX75062     		NONE PC CITIZENSHIP CHARACTER PROGRAM 9,000
    THE BILL OF RIGHTS INSTITUTE
    200 NORTH GLEBE ROAD
    ARLINGTON,VA22203     		NONE PC CONSTITUTION SEMINAR N.M. & OK TEACHERS 20,000
    ESPANOLA PUBLIC SCHOOLS
    714 CALLE DON DIEGO
    ESPANOLA,NM87532     		NONE PC T.V. PRODUCTION/PUBLIC/COMMUNITY AFFAIRS 11,000
    FOUNDATION FOR TEACHING ECONOMICS
    260 RUSSELL BLVD
    DAVIS,CA95616     		NONE PC ECONOMICS EDUCATION PROGRAM 75,000
    FUND FOR AMERICAN STUDIES
    1706 NEW HAMPSHIRE AVE
    WASHINGTON,DC20009     		NONE PC 2014 SUPPLEMENTAL GRANT-PAUL CRAWFORD 2,438
    GARLAND ISDBEST FOUNDATION
    501 S JUPITER
    GARLAND,TX75042     		NONE PC YMCA YOUTH AND GOVERNMENT 15,000
    GLASSHOUSE POLICY
    1408 E 13TH STREET
    AUSTIN,TX78702     		NONE PC Online Public Policy Development 30,000
    HOWARD PAYNE UNIVERSITY
    1000 FISK STREET
    BROWNWOOD,TX76801     		NONE PC Scholarship Program Development 10,000
    HUSTON-TILLOTSON COLLEGE
    900 CHICON STREET
    AUSTIN,TX78702     		NONE PC SUMNERS SCHOLARSHIPS 72,000
    IGNITE TEXAS
    PO BOX 300182
    AUSTIN,TX78703     		NONE PC CIVIC/POLITICAL ENGAGEMENT BY YOUNG WOMEN 20,000
    INSTITUTE FOR POLICY INNOVATION
    1660 S INTERSTATE 35-E
    LEWISVILLE,TX75067     		NONE PC HWS CITIZENSHIP SERIES LUNCHEON 25,000
    LAW FOCUSED EDUCSTATE BAR OF TEXAS
    14651 DALLAS PKWY
    DALLAS,TX75254     		NONE PC "BEING AN AMERICAN" CURRICULUM 35,000
    NEW MEXICO FIRST
    505 MARQUETTE AVE
    ALBUQUERQUE,NM87102     		NONE PC IMPLEMENT PUBLIC EDUCATION AFTER TOWN HALL MEETING 100,000
    NEW MEXICO STATE UNIVERSITY FOUNDATION
    1780 E UNIVERSITY AVE
    LAS CRUCES,NM88003     		NONE PC DOMENICI PUBLIC POLICY CONFERENCE 10,000
    OCU SCHOOL OF LAW
    800 N HARVEY AVE
    OKLAHOMA CITY,OK73102     		NONE PC HIGH IDEALS SCHOLARSHIP PREVIEW 5,000
    OKLAHOMA BAR ASSOCIATION-LAW RELATORS
    1901 N LINCOLN BLVD
    OKLAHOMA CITY,OK73152     		NONE PC SUMMER TEACHERS INSTITUTE & ATTY'S IN CLASS 45,000
    PHILANTHROPY ROUNDTABLE
    1730 M STREET NM
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT AND ALLIANCE FOR CHARITABLE REFORM 10,000
    PROJECT VOTE SMART
    ONE COMMON GROUND
    PHILIPSBURG,MT59858     		NONE PC "POLITICAL GALAXY" 20,000
    SCHREINER UNIVERSITY
    2100 SAN ANTONIO HWY
    KERRVILLE,TX78028     		NONE PC WHITEHURST AWARDS 4,500
    SMU UNDERGRADUATE SCHOOL
    PO BOX 750100
    DALLAS,TX75275     		NONE PC JOHN G. TOWER SUPPLEMENT TO ENDOWMENT 20,000
    SOUTHWESTERN UNIVERSITY
    1001 E UNIVERSITY AVE
    GEORGETOWN,TX78626     		NONE PC SUMNERS SCHOLARSHIP PROGRAM 80,000
    ST EDWARDS UNIVERSITY
    3001 S CONGRESS AVE
    AUSTIN,TX78704     		NONE PC SUMNERS SCHOLARSHIP PROGRAM 80,000
    TEXAS CHRISTIAN UNIVERSITY
    2800 S UNIVERSITY DR
    FORT WORTH,TX76129     		NONE PC DISTINGUISHED SCHOLARS (FORMERLY PARTIAL TUITION) 70,000
    TEXAS TRIBUNE
    823 CONGRESS AVE
    AUSTIN,TX78701     		NONE PC YOUTH PARTICIPATION 75,000
    TEXAS WESLEYAN UNIVERSITY
    1201 WESLEYAN ST
    FORT WORTH,TX75105     		NONE PC SCHOLARSHIP PROGRAM DEVELOPMENT 6,400
    UNIVERSITY OF DALLAS
    1845 E NORTHGATE DR
    IRVING,TX75062     		NONE PC SUMNERS SCHOLARSHIP PROGRAM 100,000
    UNIVERSITY OF NORTH TEXAS FOUNDATION
    1155 UNION CIRCLE
    DENTON,TX76203     		NONE PC PUBLIC ADM. FELLOWSHIPS/LIVING ALLOWANCE 130,500
    UNIVERSITY OF TEXAS AT AUSTIN
    BOX 8058
    AUSTIN,TX78712     		NONE PC ANNETTE STRAUS INSTITUTE- (VARIOUS FORMER GRANTS) 150,000
    UNIVERSITY OF SOUTHWEST
    6610 N LOVINGTON HWY
    HOBBS,NM88242     		NONE PC HWS RESPONSIBLE CITIZENSHIP SERIES 18,000
    WOODROW WILSON HS COMMUNITY FOUNDATION
    100 S GLASSGOW
    DALLAS,TX75214     		NONE PC TEXAS LEADERSHIP PROGRAM 10,000
    YMCA ALBUQUERQUE CENTRAL NM
    4701 MONTANO RD NM
    ALBUQUERQUE,NM87120     		NONE PC YOUTH AND GOVERNMENT 75,000
    YMCA ARLINGTON
    2200 S DAVIS DR
    ARLINGTON,TX76011     		NONE PC YOUTH AND GOVERNMENT 12,500
    YMCA OF AUSTIN TEXAS STATE ALLIANCE
    3208 RED RIVER ST
    AUSTIN,TX78705     		NONE PC YOUTH AND GOVERNMENT 155,000
    YMCA OKLAHOMA CITY
    100 W MAIN ST
    OKLAHOMA CITY,OK73102     		NONE PC YOUTH AND GOVERNMENT 75,000
    AUSTIN COLLEGE
    900 N GRAND AVE
    SHERMAN,TX75090     		  PC PRE-LAW SOCIETY'S ANNUAL SYMPOSIUM 750
    PRESTON HOLLOW PRESBYTERIAN CHURCH
    9800 PRESTON FD
    DALLAS,TX75230     		NONE PC MEMORIAL GIFT: IN HONOR OF GORDON CARPENTER 100
    AUSTIN COLLEGE
    900 N GRAND AVE
    SHERMAN,TX75090     		NONE PC PUBLIC ADMINISTRATION SUPOSIUM 750
    BIG BROTHERS & BIG SISTERS LONE STAR
    450 E JOHN CARPENTER FWY
    IRVING,TX75062     		NONE PC PROMISE SCHOLARSHIP PROGRAM 7,000
    BIG BROTHERS & BIG SISTERS LONE STAR
    450 E JOHN CARPENTER FWY
    IRVING,TX75062     		NONE PC CIVIC MENTORING PROGRAM 60,000
    THE BILL OF RIGHTS INSTITUTE
    200 NORTH GLEBE ROAD
    ARLINGTON,VA22203     		NONE PC "TEXAS CITIZEN BEE" PROGRAM MAINTANANCE 2,000
    FUND FOR AMERICAN STUDIES
    1706 NEW HAMPSHIRE AVE
    WASHINGTON,DC20009     		NONE PC UNDERGRAD SCHOLARSHIPS TO WASHINGTON DC 45,000
    LAW FOCUSED EDUCSTATE BAR OF TEXAS
    14651 DALLAS PKWY
    DALLAS,TX75254     		NONE PC TEACHER TRAINING INSTITUTE ON THE FOUNDING DOCUMENTS 300,000
    LAW FOCUSED EDUCSTATE BAR OF TEXAS
    14651 DALLAS PKWY
    DALLAS,TX75254     		  PC TEXAS CITIZEN BEE COMPETITION 40,000
    NEW MEXICO FIRST
    505 MARQUETTE AVE
    ALBUQUERQUE,NM87102     		NONE PC NEW MEXICO PROGRESS REPORT 25,000
    SCHREINER UNIVERSITY
    2100 SAN ANTONIO HWY
    KERRVILLE,TX78028     		NONE PC SCHOLARSHIP PROGRAM DEVELOPMENT 8,000
    UNIVERSITY OF TEXAS AT AUSTIN
    BOX 8058
    AUSTIN,TX78712     		NONE PC LBJ SCHOOL LEADERSHIP CONFERENCE 2006-2014 180,000
    UNIVERSITY OF TEXAS AT AUSTIN
    BOX 8058
    AUSTIN,TX78712     		NONE PC SUMNERS DISTINGUISHED LECTURE 75,000
    Total .................................bullet 3a 2,389,938
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 662,728  
    4 Dividends and interest from securities....     14 838,125  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531120 148,012      
    bNot debt-financed property.....     16 341,230  
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,381,374  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aLITIGATION SETTLEMENT     1 10,958  
    bOIL & GAS ROYALTIES     15 1,105,298  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 148,012 4,339,713  
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,487,725
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID: 14000265
    Software Version: 2014v6.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    Employer identification number

    75-2734032
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC         		Employer identification number

    75-2734032
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    PHILLIP J PFEIFFER  
    300 CONVENT STREET 2100
     
    SAN ANTONIO, TX78205

    		$20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC         		Employer identification number

    75-2734032
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC         		Employer identification number

    75-2734032
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID: 14000265
    Software Version: 2014v6.0

    TY 2014 AccountingFeesSchedule
    Name:
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    EIN: 75-2734032
    Software ID:14000265
    Software Version:2014v6.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      28,412 14,206 0 14,206

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    EIN: 75-2734032
    Software ID:14000265
    Software Version:2014v6.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD INSTITUTIONAL INDEX 20,443,267 20,443,267
    BLAIR EMERGING MARKET FUND 2,981,920 2,981,920
    BS THAI BAHT 6,512 6,512
    ADIDAS 27,312 27,312
    ACCOR 39,482 39,482
    AMDOCS LIMITED 40,123 40,123
    AMERICA MOVIL 42,807 42,807
    ADMIRAL GROUP PLC 44,427 44,427
    ALUMINA LIMITED 13,746 13,746
    ACCOR 25,536 25,536
    ANHEUSER BUSH 35,363 35,363
    ANHEUSER BUSH 16,003 16,003
    AGGREKO PLC 9,260 9,260
    AGGREKO PLC 17,784 17,784
    ADMIRAL GROUP PLC 25,899 25,899
    ALUMINA 8,438 8,438
    ADIDAS 27,780 27,780
    AMBEV S A 46,650 46,650
    BEIERSDORF 19,666 19,666
    BIOMERIEUX 69 MARCY 9,379 9,379
    BEIERSDORF AG AKT 13,864 13,864
    BRENNTAG AG 30,682 30,682
    BIOMERIEUX 5,210 5,210
    BRENNTAG AG MUEHLEIM RUHR 23,595 23,595
    CARREFOUR 27,674 27,674
    CRH PLC-ORD 20,659 20,659
    CARREFOUR SA 31,365 31,365
    CARLSBERG AS ORD CL B 11,689 11,689
    CRH PLC ORD 14,335 14,335
    CGG 6,730 6,730
    CHAROEN POKPHAND FOODS PCL 4,720 4,720
    CAMECO CORP 60,429 60,429
    CARLSBERG-SER B 15,628 15,628
    SOCIEDAD QUIMICA MINERA 15,044 15,044
    DIAGEO PLC-ORD 45,153 45,153
    DANONE 43,677 43,677
    DANONE 20,582 20,582
    DIAGEO PLC 12,528 12,528
    ENCANA CORP 53,384 53,384
    FRESENIUS MEDICAL CARE 41,745 41,745
    FRESENIUS MEDICAL CARE AG 21,004 21,004
    IMPERIAL TOBACCO GROUP 24,268 24,268
    HSBC HOLDINGS 11,881 11,881
    ILUKA RESOURCES 7,059 7,059
    HOLCIM LTD 17,306 17,306
    ITV PLC 31,439 31,439
    HSBC HOLDINGS 32,478 32,478
    IMPERIAL TOBACCO GROUP 8,817 8,817
    ILUKA RESOURCES LIMITED 3,792 3,792
    HOLCIM LTD 15,863 15,863
    KINGFISHER PLC 47,228 47,228
    KONINKLIJKE VOPAK ROTTERDAM 4,212 4,212
    KONINKLIJKE VOPAK ROTTERDAM 12,044 12,044
    KINGFISHER PLC 20,924 20,924
    LIFE HEALTHCARE GR 37,724 37,724
    LATAM AIRLINES GROUP 17,060 17,060
    LIBERTY GLOBAL 39,160 39,160
    LULULEMON ATHLETICA INC 42,958 42,958
    MODERN TIMES GROUP 15,092 15,092
    NOVO NORDISK AS 31,861 31,861
    NOVONORDISK 10,450 10,450
    NEXANS PARIS ACT 9,572 9,572
    NESTLE SA 13,219 13,219
    NORSK HYDRO ASA 10,461 10,461
    NESTLE SA 20,643 20,643
    NEXANS PARIS 11,507 11,507
    NORSK HYDRO ASA 18,298 18,298
    PETROLEO BRASILEIRO 13,644 13,644
    PETROLEUM GEO SVS 5,931 5,931
    QIAGEN NV 21,029 21,029
    PETROLEUM GEO SERVICES ASA 9,315 9,315
    OCADO GROUP PLC 13,754 13,754
    OCADO GROUP 8,988 8,988
    OTSUKA HOLDINGS CO 22,991 22,991
    QIHOO 360 TECHNOLOGY CO LTD 37,792 37,792
    PROSIEBENSAT1 MEDI 10,628 10,628
    PROSIEBENSAT1 MEDIA AG 6,314 6,314
    POTASH CORP OF SASKATCHEWAN 34,048 34,048
    RYANAIR HOLDINGS 42,762 42,762
    ROCHE HOLDINGS 27,277 27,277
    REMY COINTREAU 5,383 5,383
    REMY COINTREAU 9,420 9,420
    SWEDISH MATCH CO 11,058 11,058
    SCHNEIDER ELECTRIC 14,364 14,364
    SANOFI 37,426 37,426
    SYNGENTA AG 18,111 18,111
    SABMILLER 36,604 36,604
    SHANDONGWEIGAO GROUP 22,594 22,594
    SANOFI 17,430 17,430
    SKF AB 37,522 37,522
    SHANDONGWEIGAO GP MED 6,459 6,459
    SYNGENTA AG BASEL NAMEN AKT 14,047 14,047
    SABMILLER 9,315 9,315
    SGS LTD 20,637 20,637
    SGS SA 20,668 20,668
    SVENSKA KULLAGERFABRIKEN AB 17,699 17,699
    SWEDISH MATCH CO 5,024 5,024
    SCHNEIDER ELECTRIC SE 7,937 7,937
    SKY PLC 51,892 51,892
    SKY PLC 34,638 34,638
    SCHLUMBERGER LTD 65,766 65,766
    THYSSENKRUPP AG 14,728 14,728
    TV FRANCAISE 1 SA 10,281 10,281
    TENCENT HOLDINGS 10,150 10,150
    TENCENT HOLDINGS 40,605 40,605
    TESCO 40,874 40,874
    THYSSENKRUPP 8,208 8,208
    TELEVISION FRANCAISE T F 1 7,015 7,015
    TRICAN WELL SERVICE 8,018 8,018
    TECK RESOURCES LIMITED 32,736 32,736
    TESCO PLC ORD 5P 16,790 16,790
    UMICORE NPV 14,431 14,431
    UNILEVER PLC 31,979 31,979
    UMICORE NPV 14,572 14,572
    WHITEHAVEN COAL LTD 9,920 9,920
    WHITEHAVEN COAL LTD 2,290 2,290

    TY 2014 InvestmentsLandSchedule2
    Name:
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    EIN: 75-2734032
    Software ID:14000265
    Software Version:2014v6.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land 279,402   279,402 279,402

    TY 2014 InvestmentsOtherSchedule2
    Name:
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    EIN: 75-2734032
    Software ID:14000265
    Software Version:2014v6.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DIAMONDHILL - JPM FMV 5,338,811 5,338,811
    AMERRA AGRI FUND II LP FMV 1,749,970 1,749,970
    WHITEBOX MULTI STRATEGY FUND FMV 3,044,180 3,044,180
    PEAK 6 PERFORMANCE FMV 21,570 21,570
    K-18 ML WELSH CARSON FMV 544,868 544,868
    ML-K-18-WP TRUST IV FMV 372,029 372,029
    KAYNE ANDERSON RE PTNR FMV 1,202,785 1,202,785
    LINX FUND I LP FMV 2,028,958 2,028,958
    LINX PLUS FUND, LP FMV 2,028,813 2,028,813
    CAPITAL ROY PARTNERS II FMV 1,156,777 1,156,777
    TIDELAND ROYALTY TRUST "B" FMV 33,737 33,737
    ORRI GULF OF MEXICO FMV 1,429,182 1,429,182
    ORRI OFFSHORE #2 FMV 917,196 917,196
    ORRI OKLAHOMA #1 FMV 517,648 517,648
    ORRI OKLAHOMA #2 FMV 504,100 504,100
    ORRI KANSAS FMV 198,739 198,739
    ORRI LOUISIANA FMV 5,504 5,504
    ORRI TEXAS FMV 20,760 20,760
    ORRI OKLAHOMA #3 FMV 107,430 107,430
    ORRI NEW MEXICO #1 FMV 132,531 132,531
    ORRI TEXAS #2 FMV 71,394 71,394
    ORRI TEXAS #3 FMV 123,811 123,811
    ORRI TEXAS #4 FMV 170,635 170,635
    ORRI LOUISIANA #2 FMV 605 605
    ORRI LOUISIANA # 3 FMV 57,973 57,973
    ORRI TEXAS #5 FMV 72,784 72,784
    ORRI NEW MEXICO #2 FMV 10,086 10,086
    ORRI TEXAS # 6 FMV 43,446 43,446
    ORRI LOUISIANA #5 FMV 246,504 246,504
    ORRI KANSAS #2 FMV 366,760 366,760
    ORRI WYOMING #1 FMV 430,780 430,780
    MADISON 1600 VICEROY FMV 183,426 183,426
    BACELINE NO DEBT RE FD FMV 800,000 800,000
    BACELINE NOP DEBT III FMV 870,000 870,000
    BRIARGROVE PLACE OFFICE BUILDING FMV 1,759,287 1,759,287
    TALON 2525 MCKINNON FMV 1,480,178 1,480,178
    HERITAGE OFFICE BUILDING (PAR CAPITAL) FMV 1,396,308 1,396,308

    TY 2014 LandEtcSchedule2
    Name:
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    EIN: 75-2734032
    Software ID:14000265
    Software Version:2014v6.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 120,235 78,692 41,543 41,543


    TY 2014 LegalFeesSchedule
    Name:
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    EIN: 75-2734032
    Software ID:14000265
    Software Version:2014v6.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,301 4,301 0 0


    TY 2014 OtherExpensesSchedule
    Name:
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    EIN: 75-2734032
    Software ID:14000265
    Software Version:2014v6.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONTRACT LABOR 58,638 29,319   29,319
    INSURANCE 74,056 74,056    
    INVESTMENT EXPENSES 173,488 173,488    
    MISCELLANEOUS 44,490 44,490    
    MISCELLANEOUS ADMIN EXPENSES 1,465 770   695
    NEWSLETTER PROGRAM 6,138     6,138
    OIL & GAS ROYALTY EXPENSE 20,913 20,913    
    PARKING 5,586 2,988   2,598
    Rental Expenses 269,364      
    SUPPLIES 4,000 2,077   1,923
    TELEPHONE 13,823 6,599   7,224


    TY 2014 OtherIncomeSchedule2
    Name:
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    EIN: 75-2734032
    Software ID:14000265
    Software Version:2014v6.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LITIGATION SETTLEMENT 10,958 10,958  
    OIL & GAS ROYALTIES 1,105,298 1,105,298  
    Rental Income - Noninvestment Property 417,376    


    TY 2014 OtherLiabilitiesSchedule
    Name:
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    EIN: 75-2734032
    Software ID:14000265
    Software Version:2014v6.0
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL INCOME TAX PAYABLE   31,948


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    EIN: 75-2734032
    Software ID:14000265
    Software Version:2014v6.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRAHAM SERVICE FEES 442 442 0 0


    TY 2014 TaxesSchedule
    Name:
    HATTON W SUMNERS FOUNDATION FOR THE
    STUDY & TEACHING OF SELF-GOVERNMENT INC
    EIN: 75-2734032
    Software ID:14000265
    Software Version:2014v6.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 35,056      
    PAYROLL TAX 10,959 5,479   5,480
    PROPERTY TAX 7,298 7,298