Form990-PF


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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
THE SUMMERLEE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5556 CARUTH HAVEN LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75225
A Employer identification number

75-2252355
B Telephone number (see instructions)

(214) 363-9000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$74,165,879J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 861,130 861,130  
5a Gross rents............ 34,740 34,740  
b Net rental income or (loss) 16,460
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 2,038,970
b Gross sales price for all assets on line 6a 19,394,407
7 Capital gain net income (from Part IV, line 2)... 2,039,842
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 3,194,969 3,216,436 0
12 Total. Add lines 1 through 11........ 6,129,809 6,152,148 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 296,092 4,004 0 292,088
14 Other employee salaries and wages...... 152,016 49,640 0 102,376
15 Pension plans, employee benefits....... -9,688 56,296 0 89,768
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 61,280 5,400 0 55,880
c Other professional fees (attach schedule).... Click to see attachment 195,004 195,004 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 67,577 44,026 0 23,551
19 Depreciation (attach schedule) and depletion... Click to see attachment 34,535 34,536 0
20 Occupancy.............. 91,841 46,333 0 45,508
21 Travel, conferences, and meetings....... 33,975 20,486 0 13,489
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 260,942 63,668 0 197,274
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,183,574 519,393 0 819,934
25 Contributions, gifts, grants paid....... 2,849,133 2,834,133
26 Total expenses and disbursements. Add lines 24 and 25 4,032,707 519,393 0 3,654,067
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,097,102
b Net investment income (if negative, enter -0-) 5,632,755
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 37 37 37
2 Savings and temporary cash investments......... 379,886 212,813 212,813
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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.......... 33,745 33,678 33,678
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 40,160,762 Click to see attachment34,770,394 34,770,394
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet973,621
Less: accumulated depreciation (attach schedule) bullet134,532 845,209 Click to see attachment839,089 839,089
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 37,544,960 Click to see attachment36,956,772 36,956,772
14 Land, buildings, and equipment: basis bullet1,055,944
Less: accumulated depreciation (attach schedule) bullet348,914 734,129 Click to see attachment707,030 707,030
15 Other assets (describe bullet) Click to see attachment582,413 Click to see attachment646,066 Click to see attachment646,066
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 80,281,141 74,165,879 74,165,879
Liabilities 17 Accounts payable and accrued expenses.......... 57,284 52,476
18 Grants payable................. 324,214 373,964
19 Deferred revenue.................    
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 attachment1,095,312 Click to see attachment801,556
23 Total liabilities (add lines 17 through 22)......... 1,476,810 1,227,996
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 78,804,331 72,937,883
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 78,804,331 72,937,883
30 Total liabilities and net assets/fund balances (see instructions). 80,281,141 74,165,879
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
78,804,331
2
Enter amount from Part I, line 27a .....................
2
2,097,102
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
194,321
4
Add lines 1, 2, and 3 ..........................
4
81,095,754
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,157,871
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
72,937,883
Form 990-PF (2021)
Form 990-PF (2021)
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.)
1 a PUBLICLY TRADED SECURITIES P    
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 19,394,407   17,354,565 2,039,842
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       2,039,842
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 2,039,842
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 78,295
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 78,295
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,807
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 72,509
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 77,316
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 2,140
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,119
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    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.SUMMERLEE.ORG
    14
    The books are in care ofbulletGARY N SMITH Telephone no.bullet (214) 363-9000

    Located atbullet5556 CARUTH HAVEN LANEDALLASTX ZIP+4bullet75225
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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
     
     
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
     
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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
    JOHN W CRAIN CHAIRMAN OF THE BOARD
    5.00     		0 0 0
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    GARY N SMITH PRESIDENT/TX HISTORY PROGRAM DIRECTOR
    40.00     		169,966 44,491 0
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    MARY VOLCANSEK PHD VICE CHAIR
    5.00     		0 0 0
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    JOAN CASEY SECRETARY
    5.00     		0 0 0
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    HON DAVID D JACKSON FOUNDING DIRECTOR/ASST. SECRETARY
    5.00     		0 0 0
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    JIM BRUSETH PHD TREASURER
    5.00     		0 0 0
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    MELANIE K ANDERSON DIRECTOR
    5.00     		73,524 8,111 0
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    RON TYLER PHD DIRECTOR
    5.00     		0 0 0
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    KIMBERLY F WILLIAMS DIRECTOR
    5.00     		0 0 0
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    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
    AMY ASKARI DIRECTOR OF ADMINIST
    40.00     		73,300 37,010 0
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    MITCHELL FOX ANIMAL PROGRAM DIREC
    40.00     		78,716 24,424 0
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 EXPENSES ASSOCIATED WITH OPERATING COTTLE RANCH, A 316 ACRE RANCH THAT HOUSES THE FOUNDATION'S EQUINE POPULATION IN COTTLE COUNTY, TEXAS. 194,414
    2 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. 121,757
    3 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. 93,368
    4  
    Part VIII-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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    39,111,468
    b
    Average of monthly cash balances.......................
    1b
    490,178
    c
    Fair market value of all other assets (see instructions)................
    1c
    38,197,223
    d
    Total (add lines 1a, b, and c).........................
    1d
    77,798,869
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    77,798,869
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,166,983
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    76,631,886
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,831,594
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    3,831,594
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    78,295
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    78,295
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,753,299
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,753,299
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    3,753,299
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,753,299
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,754,361
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,656,254
    a Applied to 2020, but not more than line 2a 1,754,361
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 1,901,893
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,851,406
    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) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation 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:
    SUMMERLEE FOUNDATION - PROGRAM DIRE
    5556 CARUTH HAVEN LANE
    DALLAS,TX75225
    (214) 363-9000
    bThe form in which applications should be submitted and information and materials they should include:
    SEE HTTPS://SUMMERLEE.ORG/HOW-TO-APPLY/ FOR MORE DETAILS.
    cAny submission deadlines:
    JUNE; SEPTEMBER; JANUARY; MAY SEE WWW.SUMMERLEE.ORG FOR MORE INFORMATION
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION MAKES GRANTS FOR TWO SPECIFIC PURPOSES: (1) TO ALLEVIATE FEAR, PAIN AND SUFFERING OF ANIMALS AND TO PROMOTE ANIMAL PROTECTION AND THE PREVENTION OF CRUELTY TO ANIMALS, AND (2) TO RESEARCH, PROMOTE AND DOCUMENT ALL FACETS OF TEXAS HISTORY. FOR MORE INFORMATION GO TO WWW.SUMMERLEE.ORG.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AFRICAN AMERICAN HERITAGE PROJECT INC
    PO BOX 632432
    NACOGDOCHES,TX75963     		NONE PC GENERAL SUPPORT 11,000
    ALBERTA INSTITUTE FOR WILDLIFE CONSERVATION
    TOWNSHIP ROAD 282
    MADDEN,ALBERTAT0M 1L0
    CA     		NONE PC GENERAL SUPPORT 5,000
    ALLEY CAT RESCUE
    PO BOX 585
    MT RAINIER,MD20712     		NONE PC GENERAL SUPPORT 5,000
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20016     		NONE PC GENERAL SUPPORT 15,000
    AMERICAN WILD HORSE CAMPAIGN
    PO 1733
    DAVIS,CA95617     		NONE PC GENERAL SUPPORT 10,000
    AMOR POR JUAREZ
    500 W OVERLAND AVENUE SUITE 500
    EL PASO,TX79901     		NONE PC GENERAL SUPPORT 5,000
    ANIMAL GRANTMAKERS
    1706 LOWER ELWHA RD
    PORT ANGELES,WA98363     		NONE PC GENERAL SUPPORT 22,500
    ANIMAL PROTECTION OF NEW MEXICO
    PO BOX 11395
    ALBUQUERQUE,NM87192     		NONE PC GENERAL SUPPORT 15,000
    ANIMAL RESCUE LEAGUE OF BERKS COUNTY INC
    58 KENNEL ROAD
    BIRDSBORO,PA19508     		NONE PC GENERAL SUPPORT 7,500
    ANIMAL RESCUE OF THE ROCKIES
    13918 E MISSISSIPPI AVENUE
    AURORA,CO80012     		NONE PC GENERAL SUPPORT 6,000
    ANIMAL WATCH
    2525 ARAPAHOE SUITE E4-705
    BOULDER,CO80302     		NONE PC GENERAL SUPPORT 10,000
    ANIMALS AND SOCIETY INSTITUTE INC
    2512 CARPENTER ROAD SUITE 202-A
    ANN ARBOR,MI48108     		NONE PC GENERAL SUPPORT 10,000
    ARCHAEOLOGICAL INSTITUTE OF AMERICA HOUSTON SOCIETY
    PO BOX 271026
    HOUSTON,TX77277     		NONE PC GENERAL SUPPORT 10,000
    ARLEE REHABILITATION CENTER
    700 WOODWORTH AVENUE
    MISSOULA,MT59801     		NONE PC GENERAL SUPPORT 10,000
    AUSTIN COUNTY MUSEUM ASSOCIATION INC
    1887 NELIUS ROAD
    BELLVILLE,TX77418     		NONE PC GENERAL SUPPORT 10,000
    BELIZE WILDLIFE AND REFERRAL CLINIC
    WESTERN HIGHWAY
    BELIZE CITY    
    BH     		NONE PC GENERAL SUPPORT 10,000
    BELMOPAN HUMANE SOCIETY
    POLICE STREET
    BELMOPAN    
    BH     		NONE PC GENERAL SUPPORT 10,000
    BIG BEND CONSERVATION ALLIANCE
    PO BOX 1721
    ALPINE,TX79831     		NONE PC GENERAL SUPPORT 10,000
    BIG BEND PETS
    PO BOX 1861
    ALPINE,TX79831     		NONE PC GENERAL SUPPORT 5,000
    BLACKWELL SCHOOL ALLIANCE
    PO BOX 417
    MARFA,TX79843     		NONE PC GENERAL SUPPORT 30,000
    BRITISH COLUMBIA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    1245 E 7TH AVENUE
    VANCOUVER,BRITISH COLUMBIA  
    CA     		NONE PC GENERAL SUPPORT 8,000
    BRYAN TEXANA FOUNDATION
    1315 21ST STREET
    GALVESTON,TX77550     		NONE PC GENERAL SUPPORT 25,000
    BUILDINGCOMMUNITY WORKSHOP
    1414 BELLEVIEW STREET SUITE 150
    DALLAS,TX75215     		NONE PC GENERAL SUPPORT 10,000
    CADDO MOUNDS STATE HISTORIC SITE FRIENDS
    1649 TX-21
    ALTO,TX75925     		NONE PC GENERAL SUPPORT 20,000
    CASETA
    PO BOX 3726
    SAN ANGELO,TX76902     		NONE PC GENERAL SUPPORT 5,000
    CATSKILL ANIMAL SANCTUARY
    316 OLD STAGE ROAD
    SAUGERTIES,NY12477     		NONE PC GENERAL SUPPORT 10,000
    CITIZENS FOR ALTERNATIVES TO ANIMAL RESEARCH & EXPERIMENTATION CAARE
    PO BOX 102
    ARDSLEY,NY10502     		NONE PC GENERAL SUPPORT 10,000
    COALITION FOR FERAL CATS OF LEHIGH COUNTY
    331 S MAIN STREET
    NAZARETH,PA18064     		NONE PC GENERAL SUPPORT 7,500
    COLORADO FELINE FOSTER RESCUE
    5377 TIGER BEND LANE
    MORRISON,CO80465     		NONE PC GENERAL SUPPORT 6,300
    COLORADO STATE UNIVERSITY FOUNDATION
    PO BOX 1870
    FORT COLLINS,CO80523     		NONE PC GENERAL SUPPORT 30,000
    COMMUNITY CAT COALITION OF CLARK COUNTY
    PO BOX 570683
    LAS VEGAS,NV89157     		NONE PC GENERAL SUPPORT 7,500
    COUNTY OF LEON
    155 N CASS STREET SUITE 301
    CENTERVILLE,TX75833     		NONE GOVERNMENT ENTITY GENERAL SUPPORT 17,584
    DALLAS COUNTY HERITAGE SOCIETY
    1515 S HARWOOD STREET
    DALLAS,TX75215     		NONE PC GENERAL SUPPORT 10,000
    DALLAS HOLOCAUST MUSEUM
    300 N HOUSTON STREET
    DALLAS,TX75202     		NONE PC GENERAL SUPPORT 5,500
    DEEP VELLUM PUBLISHING INC
    3000 COMMERCE STREET
    DALLAS,TX75226     		NONE PC GENERAL SUPPORT 10,000
    DEFENDERS OF WILDLIFE
    1130 17TH STREET NW
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT 10,000
    DICKEY MUSEUM AND MULTIPURPOSE CENTER
    PO BOX 1274
    TAYLOR,TX76574     		NONE PC GENERAL SUPPORT 15,000
    DOVE LEWIS EMERGENCY ANIMAL HOSPITAL INC
    1945 NW PETTYGROVE STREET
    PORTLAND,OR97209     		NONE PC GENERAL SUPPORT 3,500
    DR PEPPER MUSEUM AND FREE ENTERPRISE
    300 S 5TH STREET
    WACO,TX76701     		NONE PC GENERAL SUPPORT 25,000
    EARTH ISLAND INSTPROJECT COYOTE
    2150 ALLSTON WAY SUITE 460
    BERKELEY,CA94704     		NONE PC GENERAL SUPPORT 50,000
    EARTH ISLAND INSTRAPTORS
    2151 ALLSTON WAY SUITE 460
    BERKELEY,CA94705     		NONE PC GENERAL SUPPORT 17,500
    EARTH ISLAND INSTITUTEWILDFUTURES
    2152 ALLSTON WAY SUITE 460
    BERKELEY,CA94706     		NONE PC GENERAL SUPPORT 15,000
    EARTH LAW CENTER
    PO BOX 3164
    BOULDER,CO80307     		NONE PC GENERAL SUPPORT 5,000
    END OF THE TRAIL RESCUE
    5814 HIGHWAY 348
    OLATHE,CO81425     		NONE PC GENERAL SUPPORT 8,000
    FAIR PARK FIRST
    3809 GRAND AVENUE
    DALLAS,TX75210     		NONE PC GENERAL SUPPORT 125,000
    FARM SANCTUARY
    PO BOX 150
    WATKINS GLEN,NY14891     		NONE PC GENERAL SUPPORT 10,000
    FARMERSVILLE HISTORICAL SOCIETY
    PO BOX 94
    FARMERSVILLE,TX75442     		NONE PC GENERAL SUPPORT 5,000
    FELINE FIX
    6075 PARKWAY DRIVE
    COMMERCE CITY,CO80022     		NONE PC GENERAL SUPPORT 12,000
    FIX WEST TEXAS
    4921 N COUNTY ROAD 1147
    MIDLAND,TX79705     		NONE PC GENERAL SUPPORT 7,500
    FORNEY HISTORIC PRESERVATION LEAGUE INC
    500 S CENTER STREET
    FORNEY,TX75126     		NONE PC GENERAL SUPPORT 4,500
    FORT BEND HISTORY ASSOCIATION
    PO BOX 460
    RICHMOND,TX77406     		NONE PC GENERAL SUPPORT 5,000
    FRIENDS OF CIBOLO WILDERNESS
    140 CITY PARK ROAD
    BOERNE,TX78006     		NONE PC GENERAL SUPPORT 5,000
    FRIENDS OF FERAL AND HOMELESS CATS
    848 MT ZION ROAD
    ALDERSON,WV24910     		NONE PC GENERAL SUPPORT 10,000
    FRIENDS OF FOOTHILLS ANIMAL SHELTER
    580 MCINTYRE STREET
    GOLDEN,CO80401     		NONE PC GENERAL SUPPORT 10,000
    FRIENDS OF THE POUND HOUSE FOUNDATION
    PO BOX 1120
    DRIPPING SPRINGS,TX78620     		NONE PC GENERAL SUPPORT 10,000
    FRIENDS OF THE TERRELL COUNTY ANIMAL SHELTER
    PO BOX 983
    SANDERSON,TX79848     		NONE PC GENERAL SUPPORT 3,500
    FRIENDS OF THE TEXAS HISTORICAL COMM
    PO BOX 13497
    AUSTIN,TX78711     		NONE PC GENERAL SUPPORT 195,000
    FRONTIERS OF FLIGHT MUSEUM
    6911 LEMMON AVENUE
    DALLAS,TX75209     		NONE PC GENERAL SUPPORT 10,000
    FURRY FRIENDS ROCKIN' RESCUE
    2906 MORRISON AVENUE
    BISMARCK,ND58504     		NONE PC GENERAL SUPPORT 10,000
    GILLESPIE COUNTY HISTORICAL SOCIETY
    312 W SAN ANTONIO STREET
    FREDERICKSBURG,TX78624     		NONE PC GENERAL SUPPORT 20,000
    GIRL SCOUTS OF SOUTHWEST TEXAS
    811 N COKER LOOP
    SAN ANTONIO,TX78216     		NONE PC GENERAL SUPPORT 20,000
    GLOBAL FEDERATION OF ANIMAL SANCTUARIES
    PO BOX 73308
    PHOENIX,AZ85050     		NONE PC GENERAL SUPPORT 30,000
    GREATER GOOD CHARITIES
    600 UNIVERSITY STREET
    SEATTLE,WA98101     		NONE PC GENERAL SUPPORT 110,000
    HAPPY CATS HAVEN INC
    327 MANITOU AVENUE
    MANITOU SPRINGS,CO80829     		NONE PC GENERAL SUPPORT 7,500
    HEADWATERS AT THE COMAL
    333 E KLINGEMANN STREET
    NEW BRAUNFELS,TX78130     		NONE PC GENERAL SUPPORT 25,000
    HEMISFAIR CONSERVANCY
    PO BOX 1262
    SAN ANTONIO,TX78295     		NONE PC GENERAL SUPPORT 20,000
    HERITAGE GUILD OF COLLIN COUNTY
    315 S CHESTNUT STREET
    MCKINNEY,TX75069     		NONE PC GENERAL SUPPORT 10,000
    HISTORIC DENTON INC
    722 W OAK STREET
    DENTON,TX76201     		NONE PC GENERAL SUPPORT 7,500
    HOMELESS ANIMALS RELIEF PROJECT
    PO BOX 371
    SENATOBIA,MS38668     		NONE PC GENERAL SUPPORT 10,000
    HOMELESS TAILS
    PO BOX 1422
    WAYNE,NJ07474     		NONE PC GENERAL SUPPORT 10,000
    HOO HAVEN INC
    10823 CLEVELAND ROAD
    DURAND,IL61024     		NONE PC GENERAL SUPPORT 10,000
    HOUSTON ARCHEOLOGICAL SOCIETY
    1414 WIRT ROAD
    HOUSTON,TX77055     		NONE PC GENERAL SUPPORT 15,000
    HUMANE ACTION PITTSBURGH
    1307 TOWNE COURT
    ALLISON PARK,PA15101     		NONE PC GENERAL SUPPORT 10,000
    HUMANE CANADA
    851 INDUSTRIAL AVENUE SUITE M100
    OTTAWA,ONTARIOK1G 4L3
    CA     		NONE PC GENERAL SUPPORT 15,000
    HUMANE SOCIETY OF CATAWBA COUNTY
    3224 20TH AVENUE SE
    HICKORY,NC28602     		NONE PC GENERAL SUPPORT 1,000
    HUMANE SOCIETY OF CHARLES COUNTY INC
    71 INDUSTRIAL PARK DRIVE
    WALDORF,MD20602     		NONE PC GENERAL SUPPORT 10,000
    HUMANE SOCIETY OF GREATER KANSAS CITY
    5445 PARALLEL PARKWAY
    KANSAS CITY,KS66104     		NONE PC GENERAL SUPPORT 10,000
    HUMANE SOCIETY OF SAN BERNARDINO
    374 W ORANGE SHOW ROAD
    SAN BERNARDINO,CA92408     		NONE PC GENERAL SUPPORT 7,000
    HUMANE SOCIETY OF THE UNITED STATES
    1255 23RD STREET NW
    WASHINGTON,DC20037     		NONE PC GENERAL SUPPORT 100,000
    INSTITUTE FOR DIVERSITY AND CIVIC LIFE
    4017 BROOKVIEW ROAD
    AUSTIN,TX78722     		NONE PC GENERAL SUPPORT 10,000
    INTERNATIONAL WILDLIFE COEXISTENCE
    9169 W STATE STREET SUITE 1014
    GARDEN CITY,IN83714     		NONE PC GENERAL SUPPORT 6,000
    INVISIBLE HISTORIES PROJECT OF ALABAMA
    613 SEQUOYA CIRCLE
    ANNISTION,AL36206     		NONE PC GENERAL SUPPORT 5,000
    JJS HELPING PAWS INC
    224 N COTTONWOOD AVENUE
    CANON CITY,CO81212     		NONE PC GENERAL SUPPORT 7,500
    JULIANA'S ANIMAL SANCTUARY
    267 KENTLANDS BOULEVARD PMB
    GAITHERSBURG,MD20878     		NONE PC GENERAL SUPPORT 14,500
    KARMA CAT ZEN DOG RESCUE SOCIETY
    39 S MAIN SREET
    MILLTOWN,NJ08850     		NONE PC GENERAL SUPPORT 4,000
    KATHLYN JOY GILLIAM MUSEUM
    3817 WENDELKIN STREET
    DALLAS,TX75215     		NONE PC GENERAL SUPPORT 28,168
    KITTY REVOLUTION
    16315 CRYSTAL HILLS CIRCLE
    LAKEVILLE,MN55044     		NONE PC GENERAL SUPPORT 7,000
    LAKE JACKSON HISTORICAL ASSOCIATION
    249 CIRCLE WAY
    LAKE JACKSON,TX77566     		NONE PC GENERAL SUPPORT 20,000
    LES CHATS DU MERCANTOUR
    32 RUE DROITE
    SAINTETIENNEDETINEE   06660
    FR     		NONE PC GENERAL SUPPORT 9,000
    LESLIE COUNTY ANIMAL SHELTER
    425 DETENTION ROAD
    HYDEN,KY41749     		NONE PC GENERAL SUPPORT 7,500
    LONE STAR FLIGHT MUSEUM
    11551 AEROSPACE AVENUE
    HOUSTON,TX77034     		NONE PC GENERAL SUPPORT 5,000
    MASSACHUSETTS SOCIETY FOR THE PREVENTION
    125 HARTWELL AVENUE
    LEXINGTON,MA02421     		NONE PC GENERAL SUPPORT 6,500
    MEOW MISSION LIMITED
    PO BOX 192
    MISHAWAKA,IN46546     		NONE PC GENERAL SUPPORT 7,500
    MIDLAND HISTORICAL SOCIETY
    200 N MAIN
    MIDLAND,TX79701     		NONE PC GENERAL SUPPORT 10,000
    MINNESOTA SPAY NEUTER ASSISTANCE
    2822 N WASHINGTON AVENUE
    MINNEAPOLIS,MN55411     		NONE PC GENERAL SUPPORT 10,000
    MONROE COUNTY FRIENDS OF ANIMALS
    3949 US-411 SUITE 2
    MADISONVILLE,TN37354     		NONE PC GENERAL SUPPORT 4,000
    MORRIS ANIMAL FOUNDATION
    720 S COLORADO BOULEVARD SUITE 174A
    DENVER,CO80246     		NONE PC GENERAL SUPPORT 10,000
    MUJERES POR LA SOSTENIBILIDAD
    1125 ROSEMARY STREET 1
    DENVER,CO80220     		NONE PC GENERAL SUPPORT 5,000
    MUSEUM OF STONEWALL SALOON
    100 S MAIN STREET
    ST JO,TX07626     		NONE PC GENERAL SUPPORT 1,500
    MUSEUM OF THE AMERICAN RAILROAD
    8004 N DALLAS PARKWAY SUITE 400
    FRISCO,TX75034     		NONE PC GENERAL SUPPORT 25,000
    NATIONAL MOUNTED WARFARE FOUNDATION
    207 S 3RD STREET SUITE 100
    COPPERAS COVE,TX76522     		NONE PC GENERAL SUPPORT 25,000
    NATIONAL MULTICULTURAL WESTERN HERITAGE
    2029 N MAIN STREET
    FORT WORTH,TX76164     		NONE PC GENERAL SUPPORT 7,500
    NO ANIMAL LEFT UNFED
    ELMWOOD BRANCH PO BOX 330145
    WEST HARTFORD,CT06133     		NONE PC GENERAL SUPPORT 2,500
    NORTHERN COLORADO FRIENDS OF FERALS
    516 N LINK LANE
    FORT COLLINS,CO80524     		NONE PC GENERAL SUPPORT 6,000
    OPERATION COMMUNITY CATS
    1077 S GARDEN PLACE
    BOISE,ID83705     		NONE PC GENERAL SUPPORT 8,000
    OPERATION TOPCAT
    PO BOX 922
    SNEADS FERRY,NC28460     		NONE PC GENERAL SUPPORT 4,000
    ORION SOCIETY
    187 MAIN STREET
    GREAT BARRINGTON,MA01230     		NONE PC GENERAL SUPPORT 2,500
    PANTHERA CORPORATION
    8 WEST 40TH STREET 18TH
    NEW YORK,NY10018     		NONE PC GENERAL SUPPORT 25,000
    PARKS FOR DOWNTOWN DALLAS
    902 MAIN STREET SUITE 609
    DALLAS,TX75202     		NONE PC GENERAL SUPPORT 150,000
    PAWS ATLANTA
    5287 COVINGTON HIGHWAY
    DECATUR,GA30035     		NONE PC GENERAL SUPPORT 10,000
    PAWS HUMANE INC
    4900 MILGEN ROAD
    COLUMBUS,GA31907     		NONE PC GENERAL SUPPORT 5,000
    PAWS OF MUSKINGUM COUNTY
    PO BOX 2364
    ZANESVILLE,OH43702     		NONE PC GENERAL SUPPORT 5,000
    PAY TO SPAY INC DBA FIX THEM ALL
    7257 NW 4TH BOULEVARD SUITE 20
    GAINESVILLE,FL32607     		NONE PC GENERAL SUPPORT 8,400
    PEOPLE FOR NATIVE ECOSYSTEM
    PO BOX 4973
    SANTA FE,NM87502     		NONE PC GENERAL SUPPORT 7,000
    PEOPLE PROMOTING ANIMAL WELFARE INC
    6869 MORGANTON ROAD
    GREENBACK,TN37742     		NONE PC GENERAL SUPPORT 12,500
    PORT CITY CAT RESCUE
    1826 BENTON ROAD
    BOSSIER,LA71111     		NONE PC GENERAL SUPPORT 5,000
    PORTLAND ANIMAL WELFARE TEAM
    1718 NE 82ND AVENUE
    PORTLAND,OR97220     		NONE PC GENERAL SUPPORT 5,000
    PRAIRIE VIEW A&M UNIVERSITY
    100 UNIVERSITY DRIVE
    PRAIRE VIEW,TX07746     		NONE PC GENERAL SUPPORT 19,941
    PRESERVATION TEXAS INC
    PO BOX 3514
    SAN MARCOS,TX78667     		NONE PC GENERAL SUPPORT 10,000
    PRESERVATION AUSTIN
    PO BOX 2113
    AUSTIN,TX78768     		NONE PC GENERAL SUPPORT 25,000
    PRESERVATION DALLAS
    2922 SWISS AVENUE
    DALLAS,TX75204     		NONE PC GENERAL SUPPORT 31,000
    PRESIDIO DE SAN SABA RESTORATION CORP
    191 PRESIDIO ROAD
    MENARD,TX76859     		NONE PC GENERAL SUPPORT 10,000
    RATON HUMANE SOCIETY
    448 HEREFORD AVENUE
    RATON,NM87740     		NONE PC GENERAL SUPPORT 6,000
    RIVER PIERCE FOUNDATION
    401 WASHINGTON AVENUE
    SAN YGNACIO,TX78067     		NONE PC GENERAL SUPPORT 15,000
    RUDE RANCH ANIMAL RESCUE INC
    3200 IVY WAY
    HARWOOD,MD20776     		NONE PC GENERAL SUPPORT 8,000
    SAFE HAVEN FOR CATS
    8431 GARVEY DR SUITE 137
    RALEIGH,NC27616     		NONE PC GENERAL SUPPORT 4,000
    SALADO COWBOY POETRY & MUSIC
    PO BOX 946
    SALADO,TX76571     		NONE PC GENERAL SUPPORT 1,500
    SAM HOUSTON STATE UNIVERSITY
    1905 UNIVERSITY AVENUE
    HUNTSVILLE,TX77340     		NONE PC GENERAL SUPPORT 15,000
    SAVE THE CHIMPS INC
    PO BOX 12220
    FORT PIERCE,FL34979     		NONE PC GENERAL SUPPORT 15,000
    SHOAL CREEK CONSERVANCY
    2003 N LAMAR BOULEVARD
    AUSTIN,TX78705     		NONE PC GENERAL SUPPORT 10,000
    SHUMLA SCHOOL INC
    28 LANGTRY STREET
    COMSTOCK,TX78837     		NONE PC GENERAL SUPPORT 50,000
    SOUTH PACIFIC COUNTY HUMANE SOCIETY
    US MAILBOX 101 330 2ND STREET NE
    LONG BEACH,WA98631     		NONE PC GENERAL SUPPORT 3,000
    SOUTHERN PLAINS LAND TRUST INCORPORATED
    PO BOX 1016
    LAMAR,CO81052     		NONE PC GENERAL SUPPORT 150,000
    STARR COUNTY HISTORICAL FOUNDATION INC
    601 E MAIN STREET
    RIO GRANDE CITY,TX78582     		NONE PC GENERAL SUPPORT 10,000
    TEMPORARY HOME ANIMAL RESCUE
    6625 CHEROKEE LANE
    CASPER,WY82604     		NONE PC GENERAL SUPPORT 10,000
    TERRE HAUTE HUMANE SOCIETY
    1811 S FRUITRIDGE AVENUE
    TERRE HAUTE,IN47803     		NONE PC GENERAL SUPPORT 7,500
    TEXAS A&M - CORPUS CHRISTI
    6300 OCEAN DRIVE
    CORPUS CHRISTI,TX78412     		NONE PC GENERAL SUPPORT 14,500
    TEXAS A&M INTERNATIONAL UNIVERSITY
    5201 UNIVERSITY BOULEVARD
    LAREDO,TX78041     		NONE PC GENERAL SUPPORT 7,500
    TEXAS A&M UNIVERSITY
    3138 TAMU TEXAS AM UNIVERSITY
    COLLEGE STATION,TX77844     		NONE PC GENERAL SUPPORT 16,700
    TEXAS ASSOCIATION OF MUSEUMS
    1108 LAVACA STREET SUITE 110 SUITE
    626
    AUSTIN,TX78701     		NONE PC GENERAL SUPPORT 25,000
    TEXAS CENTER AT SCHREINER UNIVERSITY
    2100 MEMORIAL BOULEVARD
    KERRVILLE,TX78028     		NONE PC GENERAL SUPPORT 10,000
    TEXAS STATE HISTORICAL ASSOCIATION
    PO BOX 5428
    AUSTIN,TX78763     		NONE PC GENERAL SUPPORT 112,500
    TEXAS STATE HISTORY MUSEUM FOUNDATION
    PO BOX 12456
    AUSTIN,TX78711     		NONE PC GENERAL SUPPORT 10,000
    THINK WILD
    62410 ERICKSON ROAD
    BEND,OR97701     		NONE PC GENERAL SUPPORT 10,000
    TIGER SANCTUARIES INC
    250 W 12TH STREET
    NEW YORK,NY10014     		NONE PC GENERAL SUPPORT 3,500
    TOM LEA INSTITUTE
    300 E MAIN STREET SUITE 205
    EL PASO,TX79901     		NONE PC GENERAL SUPPORT 22,500
    TWIN COUNTY HUMANE SOCIETY
    PO BOX 125
    HILLSVILLE,VA24343     		NONE PC GENERAL SUPPORT 5,000
    UNIVERSITY OF IDAHO FOUNDATION
    875 PERIMETER DRIVE MS 3143
    MOSCOW,ID83844     		NONE PC GENERAL SUPPORT 22,480
    UNIVERSITY OF TEXAS AT AUSTIN
    110 INNER CAMPUS DRIVE
    AUSTIN,TX78705     		NONE PC GENERAL SUPPORT 24,730
    UNIVERSITY OF TEXAS RGV FOUNDATION
    701 E EXPRESSWAY 83 BOX 13
    MCALLEN,TX78501     		NONE PC GENERAL SUPPORT 19,830
    VALLEY ZOOLOGICAL SOCIETY
    500 E RINGGOLD STREET
    BROWNSVILLE,TX78520     		NONE PC GENERAL SUPPORT 8,000
    VANDERBURGH HUMANE SOCIETY
    400 MILLNER INDUSTRIAL DRIVE
    EVANSVILLE,IN47710     		NONE PC GENERAL SUPPORT 5,000
    VICTORIA COLLEGE FOUNDATION
    2200 E RED RIVER SUITE 100
    VICTORIA,TX77901     		NONE PC GENERAL SUPPORT 20,000
    WACO FOUNDATION
    800 WASHINGTON AVENUE
    WACO,TX76701     		NONE PC GENERAL SUPPORT 8,500
    WASHINGTON WILDLIFE FIRST
    20520 105TH AVENUE SW
    VASHON,WA98070     		NONE PC GENERAL SUPPORT 10,000
    WATERLOO GREENWAY CONSERVANCY
    1111 RED RIVER STREET
    AUSTIN,TX78701     		NONE PC GENERAL SUPPORT 15,000
    WEST OF THE PECOS MUSEUM
    120 E DOT STRAFFORD STREET
    PECOS,TX79772     		NONE PC GENERAL SUPPORT 10,000
    WHALE AND DOLPHIN CONSERVATION - NORTH
    7 NELSON STREET
    PLYMOUTH,MA02360     		NONE PC GENERAL SUPPORT 12,000
    WILDCARE FOUNDATION
    7601 84TH STREET
    NOBLE,OK73068     		NONE PC GENERAL SUPPORT 27,500
    WILDLIFE RESCUE & REHABILITATION
    PO BOX 369
    KENDALIA,TX78027     		NONE PC GENERAL SUPPORT 25,000
    WILLIAMSON COUNTY HISTORICAL MUSEUM
    716 S AUSTIN AVENUE
    GEROGETOWN,TX78626     		NONE PC GENERAL SUPPORT 50,000
    WITTE MUSEUM
    3801 BROADWAY STREET
    SAN ANTONIO,TX78209     		NONE PC GENERAL SUPPORT 5,000
    WOODS HUMANE SOCIETY
    875 OKLAHOMA AVENUE
    SAN LUIS OBISPO,CA93405     		NONE PC GENERAL SUPPORT 7,500
    WOODSTOCK FARM ANIMAL SANCTUARY INC
    2 RESCUE ROAD
    HIGH FALLS,NY12440     		NONE PC GENERAL SUPPORT 10,000
    YANCEY COUNTY HUMANE SOCIETY
    211 KIND HEARTS WAY
    BURNSVILLE,NC28714     		NONE PC GENERAL SUPPORT 5,000
    Total .................................bullet 3a 2,834,133
    bApproved for future payment
    ENDANGERED SPECIES PROTECTION AGENCY
    864 GRAND AVENUE SUITE 1069
    SAN DIEGO,CA92109     		NONE PC GENERAL SUPPORT 15,000
    Total .................................bullet 3b 15,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 9,860  
    6 Net rental income or (loss) from personal property     17 6,600  
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,039,842 -872
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOIL AND GAS ROYALTIES     		    15 604,399  
    bPASSTHROUGH FROM PARTNERSHIPS 523000 -21,467 14    
    cPASSTHROUGH FROM PARTNERSHIPS ALLOCATED TO NET INVESTMENT INCOME (NON-UBI) 523000   14 2,600,486  
    dCLASS ACTION SETTLEMENT     01 11,551  
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -21,467 6,133,868 -872
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,111,529
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A VARIOUS EXEMPT PURPOSE REVENUE, SUCH AS BOOK SALES AND RECOVERIES OF PREVIOUS GRANTS.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING/AUDITING FEES 61,280 5,400 0 55,880

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    ANIMAL F&F: COMPUTER DESK 1991-08-14 406 406 SL 7.000000000000 0 0 0  
    ANIMAL F&F: COMPUTER CABLE 1991-09-10 43 43 SL 7.000000000000 0 0 0  
    ANIMAL F&F: DELL NETWORK 1991-10-21 3,737 3,737 SL 5.000000000000 0 0 0  
    ANIMAL F&F: FURNITURE RESTORATION 1991-12-09 3,548 3,548 SL 7.000000000000 0 0 0  
    HISTORY F&F: LIGHTING 1991-12-16 2,148 2,148 SL 7.000000000000 0 0 0  
    HISTORY F&F: CHAIR AND PAD 1991-12-18 1,184 1,184 SL 5.000000000000 0 0 0  
    ANIMAL F&F: GLASS TOP DESK 1991-12-23 115 115 SL 7.000000000000 0 0 0  
    HISTORY F&F: ALR PERSONAL PROPERTY 1992-01-01 21,930 21,930 SL 7.000000000000 0 0 0  
    ANIMAL F&F: VACCUM CLEANER 1992-01-29 170 170 SL 7.000000000000 0 0 0  
    HISTORY F&F: LIGHTING 1992-02-10 296 296 SL 7.000000000000 0 0 0  
    ANIMAL F&F: FILE CABINETS 1992-03-09 300 300 SL 7.000000000000 0 0 0  
    HISTORY F&F: RECORDERS 1992-06-01 300 300 SL 7.000000000000 0 0 0  
    ANIMAL F&F: MISCELLANEOUS 1993-04-12 210 210 SL 7.000000000000 0 0 0  
    HISTORY F&F: TELEPHONES 1993-04-12 2,000 2,000 SL 7.000000000000 0 0 0  
    ANIMAL F&F: FURNITURE 1994-08-30 26,216 26,216 SL 7.000000000000 0 0 0  
    ANIMAL F&F: SLIDE PROJECTOR 1995-06-21 621 621 SL 7.000000000000 0 0 0  
    ANIMAL F&F: PENTIUM 133 1996-01-01 4,763 4,763 SL 3.000000000000 0 0 0  
    HISTORY F&F: PENTIUM 133 1996-01-01 2,353 2,353 SL 5.000000000000 0 0 0  
    ADMIN F&F: CHAIR AND PAD 1998-09-30 519 519 SL 7.000000000000 0 0 0  
    HISTORY F&F: COMPUTER 2000-07-01 1,109 1,109 200DB 5.000000000000 0 0 0  
    ADMIN F&F: PRINTERS DIGITAL 2000-07-25 832 832 SL 5.000000000000 0 0 0  
    ANIMAL F&F: LAPTOP & MOUSE 2000-07-25 3,790 3,790 200DB 5.000000000000 0 0 0  
    ANIMAL F&F: PRINTERS 2000-07-25 402 402 200DB 5.000000000000 0 0 0  
    HISTORY F&F: PRINTERS 2000-07-25 832 832 200DB 5.000000000000 0 0 0  
    HISTORY F&F: LAPTOP 2000-08-24 3,772 3,772 200DB 5.000000000000 0 0 0  
    ANIMAL F&F: LAPTOP 2000-11-20 1,723 1,723 200DB 5.000000000000 0 0 0  
    ADMIN F&F: COMPUTER 2001-07-09 1,586 1,586 SL 5.000000000000 0 0 0  
    ADMIN F&F: CAMERA/CHINA 2001-07-25 1,012 1,012 SL 5.000000000000 0 0 0  
    ANIMAL F&F: PRINTER/FAX/COPIER 2001-08-17 600 600 SL 5.000000000000 0 0 0  
    HISTORY F&F: PALM PILOT 2003-01-23 693 693 SL 5.000000000000 0 0 0  
    ANIMAL F&F: SECRETARY DESK 2003-04-11 770 770 200DB 7.000000000000 0 0 0  
    ADMIN F&F: FLAT SCREEN MONITOR 2003-05-29 449 449 SL 5.000000000000 0 0 0  
    ANIMAL F&F: COMPUTER WORKSTATION 2003-05-29 1,747 1,747 SL 7.000000000000 0 0 0  
    ADMIN F&F: COMPUTER TERMINAL SERVER 2003-08-07 3,094 3,094 SL 5.000000000000 0 0 0  
    ADMIN F&F: DINNERWARE 2003-11-20 655 655 SL 7.000000000000 0 0 0  
    ADMIN F&F: DIGITAL CAMERAS 2005-05-24 469 469 SL 5.000000000000 0 0 0  
    ANIMAL F&F: DIGITAL CAMERA 2005-05-24 498 498 SL 7.000000000000 0 0 0  
    ADMIN F&F: DELL COMPUTER 2005-08-12 945 945 SL 5.000000000000 0 0 0  
    HISTORY F&F: DELL COMPUTER AND MONITOR 2005-08-12 1,219 1,219 SL 5.000000000000 0 0 0  
    ANIMAL F&F: FURNITURE - COLORADO 2005-08-24 1,409 1,409 SL 7.000000000000 0 0 0  
    ADMIN F&F: ART PRINT - USS TEXAS 2006-06-30 29 29 SL 7.000000000000 0 0 0  
    ANIMAL F&F: LAPTOP 2007-10-30 913 913 SL 5.000000000000 0 0 0  
    ADMIN F&F: CANNON IMAGE RUNNER 2007-11-26 4,683 4,683 SL 5.000000000000 0 0 0  
    HISTORY F&F: APPLE LAPTOP 2008-07-30 1,399 1,399 200DB 5.000000000000 0 0 0  
    HISTORY F&F: LAPTOP 2008-07-30 784 784 SL 5.000000000000 0 0 0  
    ADMIN F&F: GLOBE 2008-09-24 350 350 200DB 7.000000000000 0 0 0  
    ADMIN F&F: SPACE SAVER FILING SYSTEM 2009-12-03 26,680 26,680 200DB 7.000000000000 0 0 0  
    ADMIN F&F: CONFERENCE TABLE & CHAIRS 2010-02-08 13,959 13,959 200DB 7.000000000000 0 0 0  
    HISTORY F&F: FILE CABINETS 2010-04-22 864 864 200DB 7.000000000000 0 0 0  
    ADMIN F&F: STATE SEAL RUG 2010-06-25 7,000 7,000 200DB 7.000000000000 0 0 0  
    ADMIN F&F: KITCHEN TABLE & CHAIRS 2010-06-25 378 378 200DB 7.000000000000 0 0 0  
    HISTORY F&F: IPAD 2010-10-27 857 857 200DB 5.000000000000 0 0 0  
    ADMIN F&F: COMPUTER- LS 2011-01-04 1,018 1,018 200DB 5.000000000000 0 0 0  
    ADMIN F&F: LAPTOP 2011-01-04 698 698 200DB 5.000000000000 0 0 0  
    ADMIN F&F: COLOR PRINTER 2011-01-04 597 597 200DB 5.000000000000 0 0 0  
    ANIMAL F&F: COMPUTER ML 2011-01-04 1,018 1,018 200DB 5.000000000000 0 0 0  
    HISTORY F&F: COMPUTER 2011-01-04 1,018 1,018 200DB 5.000000000000 0 0 0  
    ADMIN F&F: WINDOWS SERVER 2011-04-08 4,875 4,875 200DB 5.000000000000 0 0 0  
    ADMIN F&F: PHOTO FRAMING 2011-08-18 523 523 SL 7.000000000000 0 0 0  
    ANIMAL F&F: COMPUTER PRINTER 2013-03-26 678 678 200DB 5.000000000000 0 0 0  
    ADMIN F&F: OFFICE DESK 2013-10-08 675 674 SL 7.000000000000 0 0 0  
    HISTORY F&F: IPAD 2015-01-27 914 914 SL 5.000000000000 0 0 0  
    ADMIN F&F: WIRE SHELVES 2015-05-27 1,763 1,532 SL 7.000000000000 231 231 0  
    COTTLE: HOUSE 2015-09-01 178,000 26,624 SL 39.000000000000 4,564 4,564 0  
    COTTLE: PERSONAL PROPERTY IN HOUSE 2015-09-01 3,000 2,501 SL 7.000000000000 429 429 0  
    COTTLE: BIG BARN 2015-09-01 118,400 34,533 SL 20.000000000000 5,920 5,920 0  
    COTTLE: LITTLE BARN 2015-09-01 20,000 5,833 SL 20.000000000000 1,000 1,000 0  
    COTTLE: CHICKEN HOUSE 2015-09-01 5,000 2,917 SL 10.000000000000 500 500 0  
    COTTLE: PUMP HOUSE 2015-09-01 6,000 3,500 SL 10.000000000000 600 600 0  
    COTTLE: LAND 2015-09-01 291,454   L   0 0 0  
    AUTOS: 2015 FORD F-350 2015-12-01 58,923 58,923 SL 5.000000000000 0 0 0  
    HISTORY F&F: GS CREDENZA 2016-03-25 1,534 1,150 SL 7.000000000000 219 219 0  
    AUTOS: 2016 CHEVY TAHOE 2016-06-30 50,000 50,000 SL 5.000000000000 0 0 0  
    HISTORY F&F: 2 PRINTERS & LAPTOP 2016-10-05 1,589 1,510 SL 5.000000000000 79 79 0  
    AUTOS: 2016 TOYOTA 2016-11-30 39,443 36,156 SL 5.000000000000 3,287 3,287 0  
    COTTLE F&F: DOG HOUSE 2016-12-12 820 538 SL 7.000000000000 117 117 0  
    ADMIN F&F: KONICA/MINOLTA COPIER 2017-03-13 4,147 3,593 SL 5.000000000000 553 554 0  
    COTTLE F&F: WIRE WELDER 2017-03-13 570 352 SL 7.000000000000 81 81 0  
    ADMIN F&F: LAPTOP LYNNE 2017-04-13 1,841 1,564 SL 5.000000000000 277 277 0  
    ADMIN F&F: LAPTOP JOHN 2017-05-25 1,603 1,310 SL 5.000000000000 293 293 0  
    ANIMAL F&F: LAPTOP MELANIE 2017-06-30 1,294 1,035 SL 5.000000000000 259 259 0  
    COTTLE F&F: BACK BUMPER FOR HAY 2017-06-30 850 486 SL 7.000000000000 121 121 0  
    COTTLE F&F: HOT WATER HEATER 2017-06-30 1,343 358 SL 15.000000000000 90 90 0  
    COTTLE F&F: TELEPHONE, PRINTER 2017-10-10 207 155 SL 5.000000000000 41 41 0  
    COTTLE F&F: TRIMMER 2018-04-11 1,497 973 SL 5.000000000000 299 299 0  
    ADMIN F&F: FILE CABINET 2018-04-20 666 301 SL 7.000000000000 95 95 0  
    COTTLE: WELL 2018-08-07 6,500 946 SL 20.000000000000 325 325 0  
    AUTOS: 2006 FORD PICKUP 2019-04-08 3,000 1,350 SL 5.000000000000 600 600 0  
    COTTLE: GRASS 2019-05-02 800 87 SL 20.000000000000 40 40 0  
    COTTLE: WELL 2019-06-25 7,440 744 SL 20.000000000000 372 372 0  
    COTTLE F&F: SHREDDER 2019-06-25 7,250 1,450 SL 10.000000000000 725 725 0  
    COTTLE F&F: TILLER 2019-06-25 1,900 380 SL 10.000000000000 190 190 0  
    COTTLE: PUMP FOR WELL 2019-06-28 6,453 646 SL 20.000000000000 323 323 0  
    COTTLE: WELL 2019-10-08 6,044 529 SL 20.000000000000 302 302 0  
    COTTLE F&F: HOPPER JR. 2019-12-04 1,577 250 SL 10.000000000000 158 158 0  
    COTTLE F&F: 40FT FEED CONTAINER 2020-03-16 3,000 375 SL 10.000000000000 300 300 0  
    ADMIN F&F: LAPTOP 2020-03-20 1,125 141 SL 10.000000000000 113 113 0  
    COTTLE: WELL 2020-10-13 3,125 117 SL 20.000000000000 156 156 0  
    COTTLE: WELL 2021-01-07 2,715 68 SL 20.000000000000 136 136 0  
    COTTLE: WELL 2021-01-19 925 19 SL 20.000000000000 46 46 0  
    COTTLE: WELL 2021-03-24 3,485 44 SL 20.000000000000 174 174 0  
    COTTLE: BARN ADD ON 2021-06-30 2,247   SL 39.000000000000 58 58 0  
    SARAHVILLE: FENCE 2006-12-20 35,280 34,238 150DB 15.000000000000 1,042 1,042 0  
    SARAHVILLE: 4 TANKS 2006-12-20 24,000 23,291 150DB 15.000000000000 709 709 0  
    SARAHVILLE: HOUSE & GARAGE 2006-12-20 100,000 37,187 SL 39.000000000000 2,564 2,564 0  
    SARAHVILLE: 2 HOUSES 2006-12-20 20,500 15,470 150DB 20.000000000000 915 915 0  
    SARAHVILLE: FURNISHINGS 2006-12-20 2,500 2,500 200DB 7.000000000000 0 0 0  
    SARAHVILLE: TOOLS 2006-12-20 2,200 2,200 200DB 7.000000000000 0 0 0  
    SARAHVILLE: LAND 2006-12-20 772,149   L   0 0 0  
    SARAHVILLE: FENCE BULL HILL 2010-06-23 15,890 12,424 150DB 15.000000000000 890 890 0  
    SARAHVILLE: PUP/MOTOR/ CONTROL 2014-04-04 1,102 1,102 SL 7.000000000000 0 0 0  
    ADMIN F&F: MONITOR, INTEL CORE 2021-11-15 1,106   SL 5.000000000000 147 147 0  
    COTTLE F&F: BALE SPEAR 2021-08-04 1,082   SL 10.000000000000 100 100 0  
    HISTORY F&F: GLASS TOP DESK 1991-01-29 420 420 SL 7.000000000000 0 0 0  
    HISTORY F&F: FILE CABINET 2017-06-08 339 277 SL 5.000000000000 62 62 0  
    HISTORY F&F: LAPTOP 2018-08-29 823 466 SL 5.000000000000 165 165 0  
    LHI: MILLWORK LIBRARY AND OFFICE 2010-06-28 95,746 27,107 SL 39.000000000000 2,455 2,455 0  
    LHI: HUMIDIFICATION SYSTEM 2010-06-28 13,252 3,752 SL 39.000000000000 340 340 0  
    LHI: RECESSED LIGHTING 2010-06-28 6,505 1,842 SL 39.000000000000 167 167 0  
    LHI: BOOKSHELVES 2011-12-08 5,000 1,223 SL 39.000000000000 128 128 0  
    LHI: BOOKSHELVES 2011-12-22 2,600 636 SL 39.000000000000 67 67 0  
    LHI: LH IMPROVEMENTS 2018-03-31 5,745 479 SL 39.000000000000 147 147 0  
    LHI: WELL 2019-09-03 5,484 503 SL 20.000000000000 274 274 0  
    LHI: LEASEHOLD IMPROVEMENTS 2019-12-04 1,835 73 SL 40.000000000000 46 46 0  
    LHI: LEASEHOLD IMPROVEMENTS 2020-06-16 3,500 88 SL 40.000000000000 88 88 0  
    LHI: A/C FURNACE 2020-06-30 6,607 661 SL 10.000000000000 661 661 0  
    LHI: BARN LEAN TO 2021-06-15 19,300 41 SL 39.000000000000 495 495 0  

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    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    2016 CHEVY TAHOE   PURCHASED       50,000 COST 0   50,000
    FURNITURE AND EQUIPMENT   PURCHASED       79,304 COST 0 -872 78,432

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMERICA CASH 34,770,394 34,770,394

    TY 2021 InvestmentsLandSchedule2
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    SARAHVILLE: FENCE 35,280 35,280 0  
    SARAHVILLE: 4 TANKS 24,000 24,000 0  
    SARAHVILLE: HOUSE & GARAGE 100,000 39,751 60,249  
    SARAHVILLE: 2 HOUSES 20,500 16,385 4,115  
    SARAHVILLE: FURNISHINGS 2,500 2,500 0  
    SARAHVILLE: TOOLS 2,200 2,200 0  
    SARAHVILLE: LAND 772,149 0 772,149  
    SARAHVILLE: FENCE BULL HILL 15,890 13,314 2,576  
    SARAHVILLE: PUP/MOTOR/ CONTROL 1,102 1,102 0  

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMBERBROOK VI, LLC FMV 811,892 811,892
    AMBERBROOK VII, LP FMV 1,067,540 1,067,540
    AMBERBROOK VIII LP FMV 2,254,079 2,254,079
    COLCHESTER GLOBAL BOND FUND FMV 3,335,387 3,335,387
    COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS, VIII, L.P. FMV 648,310 648,310
    DAVIDSON KEMPNER FMV 2,964,678 2,964,678
    ELLIOTT INTERNATIONAL PARTNERSHIP FMV 8,242,895 8,242,895
    GT OFFSHORE PARTNERSHIP FMV 3,842,470 3,842,470
    GT REAL PROPERTY HOLDINGS IV, LLC FMV 142,366 142,366
    MERIT ENERGY PARTNERS I, LP FMV 1,771,808 1,771,808
    MERIT ENERGY PARTNERS J, LP FMV 772,837 772,837
    OIL AND GAS ROYALTY INTERESTS FMV 4,149,784 4,149,784
    SOMERSET GLOBAL EMERGING MARKETS FUND LLC FMV 535,373 535,373
    THACKERAY PARTNERS REALTY FUND V, L.P. FMV 1,982,136 1,982,136
    WCP REAL ESTATE FUND III, LP FMV 612,634 612,634
    FEG SELECT CORE PLUS BOND SERIES FMV 2,981,368 2,981,368
    RCP SOF IV FEEDER FMV 561,482 561,482
    GREYSTAR-THACKERAY REALTY IV FMV 279,733 279,733

    TY 2021 LandEtcSchedule2
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    ANIMAL F&F: GLASS TOP DESK 115 115 0  
    HISTORY F&F: ALR PERSONAL PROPERTY 21,930 21,930 0  
    HISTORY F&F: LIGHTING 296 296 0  
    ANIMAL F&F: FILE CABINETS 300 300 0  
    ANIMAL F&F: MISCELLANEOUS 210 210 0  
    ANIMAL F&F: FURNITURE 26,216 26,216 0  
    ADMIN F&F: CAMERA/CHINA 1,012 1,012 0  
    ADMIN F&F: DINNERWARE 655 655 0  
    ADMIN F&F: ART PRINT - USS TEXAS 29 29 0  
    ADMIN F&F: GLOBE 350 350 0  
    ADMIN F&F: SPACE SAVER FILING SYSTEM 26,680 26,680 0  
    ADMIN F&F: CONFERENCE TABLE & CHAIRS 13,959 13,959 0  
    HISTORY F&F: FILE CABINETS 864 864 0  
    ADMIN F&F: STATE SEAL RUG 7,000 7,000 0  
    ADMIN F&F: KITCHEN TABLE & CHAIRS 378 378 0  
    ADMIN F&F: OFFICE DESK 675 674 1 1
    ADMIN F&F: WIRE SHELVES 1,763 1,763 0  
    COTTLE: HOUSE 178,000 31,188 146,812 146,812
    COTTLE: PERSONAL PROPERTY IN HOUSE 3,000 2,930 70 70
    COTTLE: BIG BARN 118,400 40,453 77,947 77,947
    COTTLE: LITTLE BARN 20,000 6,833 13,167 13,167
    COTTLE: CHICKEN HOUSE 5,000 3,417 1,583 1,583
    COTTLE: PUMP HOUSE 6,000 4,100 1,900 1,900
    COTTLE: LAND 291,454 0 291,454 291,454
    AUTOS: 2015 FORD F-350 58,923 58,923 0  
    HISTORY F&F: GS CREDENZA 1,534 1,369 165 165
    AUTOS: 2016 TOYOTA 39,443 39,443 0  
    COTTLE F&F: DOG HOUSE 820 655 165 165
    COTTLE F&F: WIRE WELDER 570 433 137 137
    COTTLE F&F: BACK BUMPER FOR HAY 850 607 243 243
    COTTLE F&F: HOT WATER HEATER 1,343 448 895 895
    COTTLE F&F: TELEPHONE, PRINTER 207 196 11 11
    COTTLE F&F: TRIMMER 1,497 1,272 225 225
    ADMIN F&F: FILE CABINET 666 396 270 270
    COTTLE: WELL 6,500 1,271 5,229 5,229
    AUTOS: 2006 FORD PICKUP 3,000 1,950 1,050 1,050
    COTTLE: GRASS 800 127 673 673
    COTTLE: WELL 7,440 1,116 6,324 6,324
    COTTLE F&F: SHREDDER 7,250 2,175 5,075 5,075
    COTTLE F&F: TILLER 1,900 570 1,330 1,330
    COTTLE: PUMP FOR WELL 6,453 969 5,484 5,484
    COTTLE: WELL 6,044 831 5,213 5,213
    COTTLE F&F: HOPPER JR. 1,577 408 1,169 1,169
    COTTLE F&F: 40FT FEED CONTAINER 3,000 675 2,325 2,325
    COTTLE: WELL 3,125 273 2,852 2,852
    COTTLE: WELL 2,715 204 2,511 2,511
    COTTLE: WELL 925 65 860 860
    COTTLE: WELL 3,485 218 3,267 3,267
    COTTLE: BARN ADD ON 2,247 58 2,189 2,189
    ADMIN F&F: MONITOR, INTEL CORE 1,106 147 959 959
    COTTLE F&F: BALE SPEAR 1,082 100 982 982
    HISTORY F&F: GLASS TOP DESK 420 420 0  
    HISTORY F&F: FILE CABINET 339 339 0  
    HISTORY F&F: LAPTOP 823 631 192 192
    LHI: MILLWORK LIBRARY AND OFFICE 95,746 29,562 66,184 66,184
    LHI: HUMIDIFICATION SYSTEM 13,252 4,092 9,160 9,160
    LHI: RECESSED LIGHTING 6,505 2,009 4,496 4,496
    LHI: BOOKSHELVES 5,000 1,351 3,649 3,649
    LHI: BOOKSHELVES 2,600 703 1,897 1,897
    LHI: LH IMPROVEMENTS 5,745 626 5,119 5,119
    LHI: WELL 5,484 777 4,707 4,707
    LHI: LEASEHOLD IMPROVEMENTS 1,835 119 1,716 1,716
    LHI: LEASEHOLD IMPROVEMENTS 3,500 176 3,324 3,324
    LHI: A/C FURNACE 6,607 1,322 5,285 5,285
    LHI: BARN LEAN TO 19,300 536 18,764 18,764


    TY 2021 OtherAssetsSchedule
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART COLLECTION 192,110 192,110 192,110
    ARCHIVES 235,060 235,060 235,060
    ACCRUED INVESTMENT INCOME 34,403 109,615 109,615
    DISTRIBUTION RECEIVABLE 120,840 109,281 109,281


    TY 2021 OtherDecreasesSchedule
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Description Amount
    UNREALIZED GAIN (LOSS) ON INVESTMENTS 8,157,871


    TY 2021 OtherExpensesSchedule
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 30,487 21,345 0 9,142
    MEMBERSHIP DUES 1,020 0 0 1,020
    GENERAL AND ADMINISTRATIVE 44,895 30,163 0 14,732
    COTTLE COUNTY 172,380 0 0 172,380
    SARAHVILLE RENTAL EXPENSES 12,160 12,160   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL AND GAS ROYALTIES 604,399 604,399 0
    PASSTHROUGH FROM PARTNERSHIPS -21,467   0
    PASSTHROUGH FROM PARTNERSHIPS ALLOCATED TO NET INVESTMENT INCOME (NON-UBI) 2,600,486 2,600,486 0
    CLASS ACTION SETTLEMENT 11,551 11,551 0


    TY 2021 OtherIncreasesSchedule
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Description Amount
    EXCISE TAX REFUND 194,321


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFINED BENEFIT PENSION OBLIGATION 639,785 540,329
    DEFERRED FEDERAL EXCISE TAXES 369,720 212,507
    ACCRUED FEDERAL EXCISE TAX PAYABLE 85,807 48,720


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 170,604 170,604 0 0
    OIL AND GAS CONSULTING FEES 24,400 24,400 0 0


    TY 2021 TaxesSchedule
    Name:
    THE SUMMERLEE FOUNDATION
    EIN:
    75-2252355
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAXES 11,366 11,366 0 0
    OIL AND GAS SEVERANCE TAX 27,165 27,165 0 0
    PAYROLL TAXES 29,046 5,495 0 23,551