Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$80,616,840J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 985,754 985,754  
5a Gross rents............ 26,730 26,730  
b Net rental income or (loss) 10,980
6a Net gain or (loss) from sale of assets not on line 10 2,031,975
b Gross sales price for all assets on line 6a 32,135,560
7 Capital gain net income (from Part IV, line 2)... 2,031,975
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
List of Attached Documents:
// Content
2,095,655 1,810,862 0
12 Total. Add lines 1 through 11........ 5,140,114 4,855,321 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 249,610 4,670 0 244,940
14 Other employee salaries and wages...... 221,958 59,126 0 162,832
15 Pension plans, employee benefits....... -272,747 62,348 0 692,867
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
74,668 5,400 0 69,268
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
167,245 167,245 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
212,730 23,959 0 26,658
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
16,972 16,972 0
20 Occupancy.............. 84,850 43,780 0 41,070
21 Travel, conferences, and meetings....... 28,621 13,342 0 15,279
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
188,892 52,090 0 536,802
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 972,799 448,932 0 1,789,716
25 Contributions, gifts, grants paid....... 2,945,000 2,945,000
26 Total expenses and disbursements. Add lines 24 and 25 3,917,799 448,932 0 4,734,716
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,222,315
b Net investment income (if negative, enter -0-) 4,406,389
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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 62,014 62,014
2 Savings and temporary cash investments......... 703,334 1,087,217 1,087,217
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   2,500    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 37,263 37,263 37,263
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 36,626,982 Click to see attachment
List of Attached Documents:
// Content
41,739,452 		41,739,452
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow973,621
Less: accumulated depreciation (attach schedule) right arrow143,273 834,719 Click to see attachment
List of Attached Documents:
// Content
830,348 		830,348
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 34,048,639 Click to see attachment
List of Attached Documents:
// Content
35,579,114 		35,579,114
14 Land, buildings, and equipment: basis right arrow148,539
Less: accumulated depreciation (attach schedule) right arrow146,198 695,633 Click to see attachment
List of Attached Documents:
// Content
2,341 		2,341
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,446,190 		Click to see attachment
List of Attached Documents:
// Content
1,279,091 		Click to see attachment
List of Attached Documents:
// Content
1,279,091
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 76,395,297 80,616,840 80,616,840
Liabilities 17 Accounts payable and accrued expenses.......... 457,448 56,861
18 Grants payable................. 451,337 528,917
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
470,693 		Click to see attachment
List of Attached Documents:
// Content
816,367
23 Total liabilities (add lines 17 through 22)......... 1,379,478 1,402,145
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 75,015,819 79,214,695
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 75,015,819 79,214,695
30 Total liabilities and net assets/fund balances (see instructions). 76,395,297 80,616,840
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
75,015,819
2
Enter amount from Part I, line 27a .....................
2
1,222,315
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,976,561
4
Add lines 1, 2, and 3 ..........................
4
79,214,695
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
79,214,695
Form 990-PF (2023)
Form 990-PF (2023)
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 PROPERTY P   2023-12-05
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 31,438,867   29,421,118 2,017,749
b 696,693   682,467 14,226
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       2,017,749
b       14,226
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 2,031,975
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
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 right arrow 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) 1 61,249
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 61,249
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 61,249
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 39,319
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,319
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 866
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 22,796
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowTX, CA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.SUMMERLEE.ORG
14
The books are in care ofright arrowGARY N SMITH Telephone no.right arrow (214) 363-9000

Located atright arrow5556 CARUTH HAVEN LANEDALLASTX ZIP+4right arrow75225
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 		203,946 45,664 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 		0 0 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
MITCHELL FOX ANIMAL PROGRAM DIREC
40.00 		135,000 33,291 0
5556 CARUTH HAVEN LANE
DALLAS,TX75225
AMY ASKARI DIRECTOR OF ADMINIST
40.00 		86,985 40,406 0
5556 CARUTH HAVEN LANE
DALLAS,TX75225
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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. 29,257
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. 1,262,390
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. 2,082,524
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
40,784,525
b
Average of monthly cash balances.......................
1b
633,027
c
Fair market value of all other assets (see instructions)................
1c
37,026,508
d
Total (add lines 1a, b, and c).........................
1d
78,444,060
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
78,444,060
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,176,661
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
77,267,399
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,863,370
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
3,863,370
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
61,249
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
59,597
c
Add lines 2a and 2b............................
2c
120,846
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,742,524
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,742,524
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
3,742,524
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
4,734,716
b
Program-related investments—total from Part VIII-B..................
1b
0
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
4,734,716
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,742,524
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 390,985
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,734,716
a Applied to 2022, but not more than line 2a 390,985
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 2023 distributable amount..... 3,742,524
e Remaining amount distributed out of corpus 601,207
5 Excess distributions carryover applied to 2023. 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 5 601,207
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		601,207
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 601,207
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

A CAT'S LIFE RESCUE

3706 35TH ST
MOUNT RAINIER,MD20712 		NONE PC GENERAL SUPPORT 6,000

ABARA BORDERLAND CONNECTIONS

1228 WYOMING AVE
EL PASO,TX79902 		NONE PC GENERAL SUPPORT 30,000

ABILENE CHRISTIAN UNIVERSITY

ACU BOX 29120
ABILENE,TX79699 		NONE PC GENERAL SUPPORT 50,000

ADMIRAL NIMITZ FOUNDATION

328 E MAIN ST
FREDERICKSBURG,TX78624 		NONE PC GENERAL SUPPORT 10,000

AFRICAN AMERICAN HERITAGE PROJECT INC

PO BOX 632432
NACOGDOCHES,TX75963 		NONE PC GENERAL SUPPORT 7,000

ALASKA WILDLIFE ALLIANCE

PO BOX 202022
ARCHORAGE,AK99520 		NONE PC GENERAL SUPPORT 15,000

ALL KIND ANIMAL INITIATIVE

1140 N 2ND ST STE 8
ABILENE,TX79601 		NONE PC GENERAL SUPPORT 10,000

ALLIANCE FOR CONTRACEPTION IN CATS AND DOGS

3442 BENT TRAIL DR
ANN ARBOR,MI48108 		NONE PC GENERAL SUPPORT 15,000

AMERICAN AIRPOWER HERITAGE MUSEUM INC

PO BOX 764769
DALLAS,TX75376 		NONE PC GENERAL SUPPORT 10,000

AMERICAN INDIANS IN TEXAS-AT THE SPANISH COLONIAL MISSIONS

1616 E COMMERCE
SAN ANTONIO,TX78205 		NONE PC GENERAL SUPPORT 15,000

AMERICAN WILD HORSE FOUNDATION

2620 DEL MONTE LN
RENO,NV89511 		NONE PC GENERAL SUPPORT 22,000

ANIMAL EQUALITY

8581 SANTA MONICA BLVD 350
LOS ANGELES,CA90069 		NONE PC GENERAL SUPPORT 10,000

ANIMAL HELP NOW

2525 ARAPAHOE E4-705
BOULDER,CO80302 		NONE PC GENERAL SUPPORT 20,000

ANIMAL OUTREACH OF SHELBY COUNTY

910 REVELLO ST
SHELBYVILLE,IN46176 		NONE PC GENERAL SUPPORT 7,500

APPALACHIAN WILDLIFE REFUGE

PO BOX 824
CANDLER,NC28715 		NONE PC GENERAL SUPPORT 7,500

AUSTIN COMMUNITY FOUNDATION

4315 GUADALUPE 300
AUSTIN,TX78751 		NONE PC GENERAL SUPPORT 18,000

AUSTIN HISTORY CENTER ASSOCIATION INC

PO BOX 12546
AUSTIN,TX78711 		NONE PC GENERAL SUPPORT 5,000

BARNWELL COUNTY ANIMAL SHELTER FOUNDATION

PO BOX 1009
BARNWELL,SC29812 		NONE PC GENERAL SUPPORT 5,000

BEARTOOTH HUMANE ALLIANCE

PO BOX 2333
RED LODGE,MT59068 		NONE PC GENERAL SUPPORT 5,000

BOYLE HEIGHTS CATS

242 NORTH CHICAGO ST HALF
LOS ANGELES,CA90033 		NONE PC GENERAL SUPPORT 9,500

BRANIFF AIRWAYS FOUNDATION

324 N ROBINSON AVE 100
OKLAHOMA CITY,OK73102 		NONE PC GENERAL SUPPORT 5,000

BRIDGETS CATS OF 30A

103 CHIVAS LN
SANTA ROSA BEACH,FL32459 		NONE PC GENERAL SUPPORT 5,000

BRYAN TEXANA FOUNDATION

1331 LAMAR ST 1075
HOUSTON,TX77010 		NONE PC GENERAL SUPPORT 15,000

CASETA

PO BOX 3726
SAN ANGELO,TX76902 		NONE PC GENERAL SUPPORT 5,000

CEDAR HILL MUSEUM OF HISTORY

450 PIONEER TRAIL PO BOX 1021
CEDAR HILL,TX75104 		NONE PC GENERAL SUPPORT 5,000

CENTER FOR A HUMANE ECONOMY

PO BOX 30845
BETHESDA,MD20824 		NONE PC GENERAL SUPPORT 20,000

CENTER FOR AFRICAN AMERICAN MILITARY HISTORY INC

3816 CAROLINE ST
HOUSTON,TX77004 		NONE PC GENERAL SUPPORT 15,000

CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION INC

PO BOX 488
WAUCHULA,FL33873 		NONE PC GENERAL SUPPORT 10,000

CENTRAL NEW YORK CAT COALITION INC

PO BOX 6182
SYRACUSE,NY13217 		NONE PC GENERAL SUPPORT 5,000

CENTRAL VIRGINIA HORSE RESCUE

31262 EAGLE HILL TRAIL
FREDERICKSBURG,VA22407 		NONE PC GENERAL SUPPORT 10,000

CHAPEL HILL CEMETERY ASSOCIATION INC

5369 STATE HWY 21 E
SAN AUGUSTINE,TX75972 		NONE PC GENERAL SUPPORT 10,000

CHISHOLM TRAIL HERITAGE MUSEUM INC

PO BOX 866
CUERO,TX77954 		NONE PC GENERAL SUPPORT 25,000

CINDY WALKER FOUNDATION

127 RUSSET TRAIL
GEORGETOWN,TX78628 		NONE PC GENERAL SUPPORT 10,000

COLUMBUS HISTORICAL PRESERVATION TRUST

PO BOX 817
COLUMBUS,TX78934 		NONE PC GENERAL SUPPORT 10,000

COMMUNITIES PROMOTING ANIMAL WELFARE NJ

41 WATCHUNG PLZ 317
MONTCLAIR,NJ07042 		NONE PC GENERAL SUPPORT 6,000

COMMUNITY CAT COALITION OF CLARK COUNTY

PO BOX 570683
LAS VEGAS,NV89157 		NONE PC GENERAL SUPPORT 10,000

COMMUNITY CAT SUPPORT NETWORK

PO BOX 1042
FARMINGTON,AR72730 		NONE PC GENERAL SUPPORT 6,000

CONSERVATION HISTORY ASSOCIATION OF TEXAS

1304 MARIPOSA DR
AUSTIN,TX78704 		NONE PC GENERAL SUPPORT 7,500

COUNCIL OF TEXAS ARCHEOLOGISTS

1814 ENCHANTED ROCK DR
CEDAR PARK,TX78613 		NONE PC GENERAL SUPPORT 4,500

DALLAS CAT RESCUE

PO BOX 262571
PLANO,TX75026 		NONE PC GENERAL SUPPORT 10,000

DALLAS HOLOCAUST MUSEUM

300 N HOUSTON ST
DALLAS,TX75202 		NONE PC GENERAL SUPPORT 5,500

DALLAS SYMPHONY ORCHESTRA

204 ROYAL OAKS DR
GREENVILLE,TX75402 		NONE PC GENERAL SUPPORT 15,000

DALLAS WOMANS FORUM

PO BOX 140997
DALLAS,TX75214 		NONE PC GENERAL SUPPORT 15,000

DEEP ELLUM FOUNDATION

PO BOX 710596
DALLAS,TX75371 		NONE PC GENERAL SUPPORT 15,000

DICKERSON CENTER FOR CIVIC RESPONSIBILITY

604 BENT CR
DESOTO,TX75115 		NONE PC GENERAL SUPPORT 10,000

DOCUMENTARY ARTS INC

PO BOX 140244
DALLAS,TX75214 		NONE PC GENERAL SUPPORT 20,000

DOLPH BRISCOE CENTER FOR AMERICAN HISTORY

2300 RED RIVER ST STE D1100
AUSTIN,TX78712 		NONE PC GENERAL SUPPORT 15,000

DOVE CREEK EQUINE RESCUE & SANCTUARY

2806 S BONHAM ST
AMARILLO,TX79109 		NONE PC GENERAL SUPPORT 10,000

DR PEPPER MUSEUM AND FREE ENTERPRISE INSTITUTE

300 S 5TH ST
WACO,TX76701 		NONE PC GENERAL SUPPORT 30,000

EARTH LAW CENTER

530 MAIN AVE UNIT F
DURANGO,CO81301 		NONE PC GENERAL SUPPORT 15,000

EL PROGRESO MEMORIAL LIBRARY

301 W MAIN ST
UVALDE,TX78801 		NONE PC GENERAL SUPPORT 37,500

FELINE FIX

PO BOX 2072
EVANSVILLE,IN47728 		NONE PC GENERAL SUPPORT 15,000

FELINE RESCUE IN THE FERRY

130 MYSTIC RIDGE
SNEADS FERRY,NC28460 		NONE PC GENERAL SUPPORT 4,000

FERALLIFE GUARDS

1703 LIONS DEN
LEANDER,TX78641 		NONE PC GENERAL SUPPORT 5,000

FLORIDA WILDLIFE HOSPITAL AND SANCTUARY INC

4560 NORTH US HIGHWAY 1
MELBOURNE,FL32935 		NONE PC GENERAL SUPPORT 10,000

FOREST FORWARD

PO BOX 152929
DALLAS,TX75215 		NONE PC GENERAL SUPPORT 10,000

FORT BEND HISTORY ASSOCIATION

PO BOX 460
RICHMOND,TX77406 		NONE PC GENERAL SUPPORT 5,000

FRIENDS OF FERAL AND HOMELESS CATS

359 WELLSVILLE AVE
NEW MILFORD,CT06776 		NONE PC GENERAL SUPPORT 5,000

FRIENDS OF HORSESHOE BEND ANIMALS

PO BOX 31
FRANKLIN,AR72536 		NONE PC GENERAL SUPPORT 5,000

FRIENDS OF MONUMENT HILL & KREISCHE BREWERY STATE HISTORICAL SITES

414 STATE LOOP 92
LA GRANGE,TX78945 		NONE PC GENERAL SUPPORT 10,000

FRIENDS OF PLUMAS COUNTY ANIMALS

PO BOX 182
QUINCY,CA95971 		NONE PC GENERAL SUPPORT 6,000

FRIENDS OF STRAYS INC

147 83 GRAND CENTRAL PRKY STE GB
JAMAICA,NY11435 		NONE PC GENERAL SUPPORT 7,000

FRIENDS OF THE TEXAS HISTORICAL COMMUNITY

PO BOX 13497
AUSTIN,TX78711 		NONE PC GENERAL SUPPORT 50,000

FRONT PORCH FELINES

15607 CAROLINE AVE
FORT LUPTON,CO80621 		NONE PC GENERAL SUPPORT 3,000

FRONTIER TEXAS INC

625 N 1ST ST
ABILENE,TX79601 		NONE PC GENERAL SUPPORT 25,000

GARFIELD S RESCUE INC

PO BOX 257
KILMARNOCK,VA22482 		NONE PC GENERAL SUPPORT 5,000

GENTLE BARN FOUNDATION

15825 SIERRA HWY
SANTA CLARITA,CA91390 		NONE PC GENERAL SUPPORT 10,000

GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION

2525 WASHINGTON AVENUE
HOUSTON,TX77007 		NONE PC GENERAL SUPPORT 10,000

GLOBAL SANCTUARY FOR ELEPHANTS

PO BOX 2426
BRENTWOOD,TN37024 		NONE PC GENERAL SUPPORT 8,000

GREATER GOOD CHARITIES

600 UNIVERSITY ST
SEATTLE,WA98101 		NONE PC GENERAL SUPPORT 107,500

HAPPY CAT CLUB

3090 RAILROAD
ALBANY,OR97322 		NONE PC GENERAL SUPPORT 3,000

HAPPY TRAILS FARM ANIMAL SANCTUARY INC

5623 NEW MILFORD RD
RAVENNA,OH44266 		NONE PC GENERAL SUPPORT 5,000

HARMONY WILDLIFE REHABILITATION CENTER

PO BOX 58586
NASHVILLE,TN37205 		NONE PC GENERAL SUPPORT 7,500

HISTORIC DENTON INC

722 W OAK ST
DENTON,TX76201 		NONE PC GENERAL SUPPORT 7,500

HISTORIC WACO FOUNDATION INC

810 S 4TH ST
WACO,TX76706 		NONE PC GENERAL SUPPORT 15,000

HOO HAVEN INC

10823 CLEVELAND RD
DURAND,IL61024 		NONE PC GENERAL SUPPORT 15,000

HOUSE RABBIT SOCIETY

148 BROADWAY
RICHMOND,CA94804 		NONE PC GENERAL SUPPORT 15,000

HOUSTON PETS ALIVE

2800 ANTOINE DR 2854
HOUSTON,TX77092 		NONE PC GENERAL SUPPORT 25,000

HOUSTON PETSET

CO 1302 WAUGH DR 825
HOUSTON,TX77019 		NONE PC GENERAL SUPPORT 7,500

HUMANE SOCIETY OF SOMERSET COUNTY

PO BOX 182
SOMERSET,PA15501 		NONE PC GENERAL SUPPORT 6,000

HUMANE SOCIETY OF TAOS INC

PO BOX 622
TAOS,NM87571 		NONE PC GENERAL SUPPORT 7,500

ICE HOUSE MUSEUM & CULTURAL CENTER INC

818 ERNEST AVE
SILSBEE,TX77656 		NONE PC GENERAL SUPPORT 5,000

INDRALOKA ANIMAL SANCTUARY

336 OAK DR
DALTON,PA18814 		NONE PC GENERAL SUPPORT 7,500

IRON LIGHT LABS

300 S RIVERSIDE PLZ 1625
CHICAGO,IL60606 		NONE PC GENERAL SUPPORT 10,000

IT TAKES A VILLAGE ANIMAL RESCUE AND RESOURCES

PO BOX 634
MUSCATINE,IA52761 		NONE PC GENERAL SUPPORT 5,000

JASPER COUNTY HISTORICAL MUSEUM

138 W LAMAR
JASPER,TX75951 		NONE PC GENERAL SUPPORT 7,500

KATS ALLEY CATS

PO BOX 16151
LUBBOCK,TX79490 		NONE PC GENERAL SUPPORT 7,500

KEARNEY RESCUE CATS

713 WEST 29TH ST
KEARNEY,NE68845 		NONE PC GENERAL SUPPORT 5,000

KILGORE COLLEGE FOUNDATION KILGORE TEXAS

1100 BROADWAY BLVD
KILGORE,TX75662 		NONE PC GENERAL SUPPORT 8,000

KITTY BUNGALOW CHARM SCHOOL FOR WAYWARD

2032 WEST MARTIN LUTHER KING BLVD
LOS ANGELES,CA90062 		NONE PC GENERAL SUPPORT 7,500

LANCASTER SPCA

PO BOX 3042
LANCASTER,SC29721 		NONE PC GENERAL SUPPORT 5,000

LEMHI COUNTY HUMANE SOCIETY INC

PO BOX 1918
SALMON,ID83467 		NONE PC GENERAL SUPPORT 6,000

LEWIS AND CLARK COLLEGE

615 S PALATINE HILL RD
PORTLAND,OR97219 		NONE PC GENERAL SUPPORT 10,000

LLANO RIVER RAILROAD

1005 BERRY ST
LLANO,TX78643 		NONE PC GENERAL SUPPORT 5,000

LOG CABIN HERITAGE FOUNDATION

2100 LOG CABIN VILLAGE LN
FORT WORTH,TX76109 		NONE PC GENERAL SUPPORT 10,000

LOUDON COUNTY FRIENDS OF ANIMALS INC

231 OLIGI CIR
LOUDON,TN37774 		NONE PC GENERAL SUPPORT 5,000

MACON SPAY NEUTER ASSISTANCE

PO BOX 607
LAFAYETTE,TN37083 		NONE PC GENERAL SUPPORT 3,500

MAINE STATE SOCIETY FOR THE PROTECTION OF ANIMALS

PO BOX 10
SOUTH WINDHAM,ME04082 		NONE PC GENERAL SUPPORT 12,500

MARATHON PUBLIC LIBRARY

PO BOX 177
MARATHON,TX79842 		NONE PC GENERAL SUPPORT 25,000

MARINE MAMMALS OF MAINE

3 INDIAN RIDGE DR
BIDDEFORD,ME04005 		NONE PC GENERAL SUPPORT 15,000

MEOW VILLAGE

PO BOX 184
AURORA,OR97338 		NONE PC GENERAL SUPPORT 5,000

MILBANK ANIMAL RESCUE SERVICES

504 DRAKE AVE
MILBANK,SD57252 		NONE PC GENERAL SUPPORT 7,500

MORGAN MILITARY AVIATION MUSEUM

PO BOX 834
CAMERON,TX76520 		NONE PC GENERAL SUPPORT 10,000

MUSEUM OF EAST TEXAS

503 NORTH SECOND ST
LUFKIN,TX75901 		NONE PC GENERAL SUPPORT 7,500

MUSEUM OF THE WEST TEXAS FRONTIER

113 S WETHERBEE ST
STAMFORD,TX79553 		NONE PC GENERAL SUPPORT 5,000

NASHER SCULPTURE CENTER

2001 FLORA
DALLAS,TX75201 		NONE PC GENERAL SUPPORT 15,000

NEW BRAUNFELS YOUTH COLLABORATIVE

392 W MILL ST
NEW BRAUNFELS,TX78130 		NONE PC GENERAL SUPPORT 15,000

NO 1 BRITISH FLYING TRAINING SCHOOL MUSEUM INC

6 SILENT WINGS BLVD
TERRELL,TX75160 		NONE PC GENERAL SUPPORT 5,000

NOAHS PAWS ANIMAL RESCUE

220 ADAMS DR STE 280-1019
WEATHERFORD,TX76086 		NONE PC GENERAL SUPPORT 4,000

NORTHERN COLORADO FRIENDS OF FERALS

4820 EAGLE LAKE DR
FORT COLLINS,CO80524 		NONE PC GENERAL SUPPORT 7,500

OKLAHOMA PRIMATE SANCTUARY INC

PO BOX 134
NEWCASTLE,OK73065 		NONE PC GENERAL SUPPORT 10,000

OPERATION CATNIP OF GAINESVILLE INC

912 NE 2ND ST
GAINESVILLE,FL32601 		NONE PC GENERAL SUPPORT 7,500

OPERATION LIBERATION

711 NE 16TH CT
FORT LAUDERDALE,FL33305 		NONE PC GENERAL SUPPORT 5,000

ORION SOCIETY

187 MAIN ST
GREAT BARRINGTON,MA01230 		NONE PC GENERAL SUPPORT 2,500

PAN AFRICAN SANCTUARY ALLIANCE

9450 SW GEMINI DR PMB 59741
BEAVERTON,OR97008 		NONE PC GENERAL SUPPORT 20,000

PANHANDLE PLAINS ARCHEOLOGICAL RESEARCH FOUNDATION

8132 FOREST MESA DR
AUSTIN,TX78759 		NONE PC GENERAL SUPPORT 100,000

PARIS COMMUNITY THEATER

PO BOX 913
PARIS,TX75461 		NONE PC GENERAL SUPPORT 5,000

PAW WARRIORS INC

355 SPRING TIME ST
SPRING HILL,FL34608 		NONE PC GENERAL SUPPORT 5,000

PAWS OF GRAYS HARBOR

PO BOX 451 800 W 1ST ST
ABERDEEN,WA98520 		NONE PC GENERAL SUPPORT 5,000

PAWS PRAYERS AND PROMISES

685 CARRIAGE ROW
TRYON,NC28782 		NONE PC GENERAL SUPPORT 5,000

PAWSFUND

1807 WARREN DR
CLARKSVILLE,TN37040 		NONE PC GENERAL SUPPORT 7,500

PENNSYLVANIA BAT RESCUE

PO BOX 82
MERTZTOWN,PA19539 		NONE PC GENERAL SUPPORT 10,000

PET COMMUNITY CENTER INC

PO BOX 148846
NASHVILLE,TN37214 		NONE PC GENERAL SUPPORT 5,000

PET PANTRY OF LANCASTER COUNTY INC

208 NEW ST
MILLERSVILLE,PA17551 		NONE PC GENERAL SUPPORT 4,000

PET PREVENT A LITTER PALS OF CENTRAL TEXAS

PO BOX 401
SAN MARCOS,TX78667 		NONE PC GENERAL SUPPORT 4,000

PHILANTHROPY SOUTHWEST

3000 PEGASUS PARK DR 706
DALLAS,TX75247 		NONE PC GENERAL SUPPORT 25,000

PRESERVATION DALLAS

2922 SWISS AVE
DALLAS,TX75204 		NONE PC GENERAL SUPPORT 35,000

PRESERVATION TEXAS INC

PO BOX 3514
SAN MARCOS,TX78667 		NONE PC GENERAL SUPPORT 20,000

PRIMATES INC

W8782 COUNTY RD M
WESTFIELD,WI53964 		NONE PC GENERAL SUPPORT 5,000

PUPPY KITTY NY CITY INC

6329 75TH ST
MIDDLE VILLAGE,NY11379 		NONE PC GENERAL SUPPORT 5,000

RATON HUMANE SOCIETY

PO BOX 1321
RATON,NM87740 		NONE PC GENERAL SUPPORT 6,000

RED CREEK WILDLIFE CENTER INC

3000 MOON HILL DR
SCHUYLLKILL HAVEN,PA17972 		NONE PC GENERAL SUPPORT 15,000

RED RIVER VALLEY MUSEUM

PO BOX 2004
VERNON,TX76385 		NONE PC GENERAL SUPPORT 10,000

REMEMBER THE ALAMO FOUNDATION

321 ALAMO PLZ STE 212
SAN ANTONIO,TX78205 		NONE PC GENERAL SUPPORT 100,000

RENEGADE PAWS RESCUE

211 KEYSTONE DR
SAVANNAH,GA31406 		NONE PC GENERAL SUPPORT 7,500

ROGERS WILDLIFE REHABILITATION INC

1430 E CLEVELAND RD
HUTCHINS,TX75141 		NONE PC GENERAL SUPPORT 5,000

ROGUE VALLEY HUMANE SOCIETY

PO BOX 951
GRANTS PASS,OR97526 		NONE PC GENERAL SUPPORT 5,000

ROSENBERG RAILROAD MUSEUM INC

PO BOX 369
ROSENBERG,TX77471 		NONE PC GENERAL SUPPORT 8,500

SAMMONS CENTER FOR THE ARTS

3630 HARRY HINES BLVD
DALLAS,TX75219 		NONE PC GENERAL SUPPORT 10,000

SAN AUGUSTINE MAIN STREET PALS

PO BOX 25
SAN AUGUSTINE,TX75972 		NONE PC GENERAL SUPPORT 7,500

SAN JACINTO MUSEUM AND BATTLEFIELD

ONE MONUMENTUM CIRCLE
LA PORTE,TX77571 		NONE PC GENERAL SUPPORT 10,000

SAN MARCOS CINEMA CLUB

205 CHEATHAM ST 1
SAN MARCOS,TX78666 		NONE PC GENERAL SUPPORT 5,000

SAVE A KITTY INC

1212 WEST AVE K
LANCASTER,CA93534 		NONE PC GENERAL SUPPORT 5,000

SAVE BARTON CREEK ASSOCIATION

PO BOX 5923
AUSTIN,TX78763 		NONE PC GENERAL SUPPORT 10,000

SAVE THE DOGS AND OTHER ANIMALS US

100 JAY ST APT 10D
BROOKLYN,NY97219 		NONE PC GENERAL SUPPORT 50,000

SAVING GREAT ANIMALS

2917 11TH AVE W
SEATTLE,WA98119 		NONE PC GENERAL SUPPORT 5,000

SAVING ONE LIFE

PO BOX 6458
CHANDLER,AZ85246 		NONE PC GENERAL SUPPORT 7,500

SCHERTZ-CIBOLO CEMETERY ASSOCIATION

9320 BEREAN WY
GARDEN RIDGE,TX78266 		NONE PC GENERAL SUPPORT 2,500

SCHREINER UNIVERSITY

2100 MEMORIAL BLVD
KERRVILLE,TX78028 		NONE PC GENERAL SUPPORT 10,000

SEA SHEPHERD CONSERVATION SOCIETY

PO BOX 8628
ALEXANDRIA,VA22306 		NONE PC GENERAL SUPPORT 15,000

SHOW YOUR SOFT SIDE INC

5712 VISITATION WY
BALTIMORE,MD21210 		NONE PC GENERAL SUPPORT 7,500

SMITH COUNTY HUMANE

128 MAIN ST E
GORDONSVILLE,TN38563 		NONE PC GENERAL SUPPORT 5,000

SNIP COLLIER INC

6491 SABLE RIDGE LN
NAPLES,FL34109 		NONE PC GENERAL SUPPORT 5,000

SOUTHERN METHODIST UNIVERSITY

3140 DYER ST MS261
DALLAS,TX75275 		NONE PC GENERAL SUPPORT 85,000

SOUTHERN PLAINS LAND TRUST INCORPORATED

PO BOX 1016
LAMAR,CO81052 		NONE PC GENERAL SUPPORT 50,000

SPAY NEUTER NETWORK

PO BOX 515
KAUFMAN,TX75142 		NONE PC GENERAL SUPPORT 25,000

SPOKANE HUMANE SOCIETY

PO BOX 6247
SPOKANE,WA99217 		NONE PC GENERAL SUPPORT 7,500

ST EDWARDS UNIVERSITY

3001 S CONGRESS AVE
AUSTIN,TX78704 		NONE PC GENERAL SUPPORT 10,000

SUL ROSS STATE UNIVERSITY

SRSU BOX C-500
ALPINE,TX79832 		NONE PC GENERAL SUPPORT 20,000

TAILS OF NYE COUNTY

PO BOX 9045
PAHRUMP,NV89060 		NONE PC GENERAL SUPPORT 5,000

TEAMFERAL CAT RESCUE AND ADOPTIONS

11601 SHADOW CREEK PKWY STE 111 353
PEARLAND,TX77584 		NONE PC GENERAL SUPPORT 7,500

TEXARKANA HISTORICAL SOCIETY AND MUSEUM

219 N STATE LINE AVE
TEXARKANA,TX75501 		NONE PC GENERAL SUPPORT 15,000

TEXAS ARCHIVE OF THE MOVING IMAGE

3908 AVE B STE 105
AUSTIN,TX78751 		NONE PC GENERAL SUPPORT 60,000

TEXAS FOLKLIFE RESOURCES

7301 RANCH RD 620 N STE 155 NUM 329
AUSTIN,TX78726 		NONE PC GENERAL SUPPORT 10,000

TEXAS GENERAL LAND OFFICE

1700 N CONGRESS AVE
AUSTIN,TX78701 		NONE PC GENERAL SUPPORT 10,000

TEXAS PUBLIC BROADCASTING ASSOCIATION

501 BROADWAY ST
SAN ANTONIO,TX78215 		NONE PC GENERAL SUPPORT 15,000

TEXAS STATE HISTORICAL ASSOCIATION

PO BOX 5428
AUSTIN,TX78763 		NONE PC GENERAL SUPPORT 115,000

TEXAS STATE UNIVERSITY DEVELOPMENT FOUNDATION

601 UNIVERSITY DR
SAN MARCOS,TX78666 		NONE PC GENERAL SUPPORT 10,000

TEXAS TECH FOUNDATION INC

PO BOX 45025
LUBBOCK,TX79409 		NONE PC GENERAL SUPPORT 60,000

TEXAS TREES FOUNDATION

3000 PEGASUS PARK DR
DALLAS,TX75247 		NONE PC GENERAL SUPPORT 7,500

THE INTERNATIONAL WILDLIFE COEXISTENCE NETWORK INC

9169 W STATE ST 1014
GARDEN CITY,ID83714 		NONE PC GENERAL SUPPORT 13,000

THE NATIONAL KITTEN COALITION INC

7371 ATLAS WALK WY 212
GAINESVILLE,VA20155 		NONE PC GENERAL SUPPORT 10,000

THE SHUMLA SCHOOL INC

PO BOX 627
COMSTOCK,TX78837 		NONE PC GENERAL SUPPORT 150,000

THE TEXAS A & M UNIVERSITY COMMERCE FOUNDATION

PO BOX 3425
COMMERCE,TX75429 		NONE PC GENERAL SUPPORT 60,000

TIGER SANCTUARIES INC

250 W 12TH ST
NEW YORK,NY10014 		NONE PC GENERAL SUPPORT 10,000

TIPPEDEARS

1835 NEWPORT BLVD STE A-109785
COSTA MESA,CA92627 		NONE PC GENERAL SUPPORT 5,000

TNR NORTH PLATTE

302 DIXIE AVE
NORTH PLATTE,NE69101 		NONE PC GENERAL SUPPORT 5,000

TOM LEA INSTITUTE

300 E MAIN ST 205
EL PASO,TX79901 		NONE PC GENERAL SUPPORT 17,500

TRINITY UNIVERSITY

1 TRINITY PL
SAN ANTONIO,TX78212 		NONE PC GENERAL SUPPORT 10,000

T-TOWN TNR INC

PO BOX 703013
TULSA,OK74170 		NONE PC GENERAL SUPPORT 8,000

UNIVERSITY OF NORTH TEXAS FOUNDATION

801 N TEXAS BOULEVARD 149
DENTON,TX76203 		NONE PC GENERAL SUPPORT 25,000

VISION HISTORIC PRESERVATION FOUNDATION

PO BOX 1008
ROCKDALE,TX76567 		NONE PC GENERAL SUPPORT 8,500

WASHINGTON ON THE BRAZOS HISTORICAL

23400 PARK RD 12
WASHINGTON,TX77880 		NONE PC GENERAL SUPPORT 100,000

WASHINGTON WILDLIFE FIRST

20520 105TH AVE SW
VASHON,WA98070 		NONE PC GENERAL SUPPORT 25,000

WATERLOO GREENWAY CONSERVANCY

1111 RED RIVER ST
AUSTIN,TX78701 		NONE PC GENERAL SUPPORT 15,000

WILDLIFE FOR ALL

PO BOX 1495
PENA BLANCA,NM87041 		NONE PC GENERAL SUPPORT 25,000

WITTE MUSEUM

3801 BROADWAY ST
SAN ANTONIO,TX78209 		NONE PC GENERAL SUPPORT 28,500

WOOD COUNTY HUMANE SOCIETY INC

801 VAN CAMP RD
BOWLING GREEN,OH43402 		NONE PC GENERAL SUPPORT 4,000
Total .................................right arrow 3a 2,945,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 985,754  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 10,980  
6 Net rental income or (loss) from personal property     17    
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,031,975  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOIL AND GAS ROYALTIES 		    15 494,387  
bPASSTHROUGH FROM PARTNERSHIPS 523000 284,793 14    
cPASSTHROUGH FROM PARTNERSHIPS ALLOCATED TO NET INVESTMENT INCOME (NON-UBI) 523000   14 1,314,772  
dOTHER INCOME (LOSS)     01 1,703  
e
12 Subtotal. Add columns (b), (d), and (e) .. 284,793 4,839,571 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,124,364
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE SUMMERLEE FOUNDATION
EIN:
75-2252355
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING/AUDITING FEES 74,668 5,400 0 69,268

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

TY 2023 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: 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  
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  
ANIMAL F&F: MISCELLANEOUS 1993-04-12 210 210 SL 7.000000000000 0 0 0  
ANIMAL F&F: FURNITURE 1994-08-30 26,216 26,216 SL 7.000000000000 0 0 0  
ADMIN F&F: CAMERA/CHINA 2001-07-25 1,012 1,012 SL 5.000000000000 0 0 0  
ADMIN F&F: DINNERWARE 2003-11-20 655 655 SL 7.000000000000 0 0 0  
ADMIN F&F: ART PRINT - USS TEXAS 2006-06-30 29 29 SL 7.000000000000 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  
ADMIN F&F: OFFICE DESK 2013-10-08 675 674 SL 7.000000000000 0 0 0  
ADMIN F&F: WIRE SHELVES 2015-05-27 1,763 1,763 SL 7.000000000000 0 0 0  
COTTLE: HOUSE 2015-09-01 178,000 36,453 SL 39.000000000000 1 1 0  
COTTLE: PERSONAL PROPERTY IN HOUSE 2015-09-01 3,000 3,000 SL 7.000000000000 0 0 0  
COTTLE: BIG BARN 2015-09-01 118,400 46,373 SL 20.000000000000 898 898 0  
COTTLE: LITTLE BARN 2015-09-01 20,000 7,833 SL 20.000000000000 1,000 1,000 0  
COTTLE: CHICKEN HOUSE 2015-09-01 5,000 3,917 SL 10.000000000000 500 500 0  
COTTLE: PUMP HOUSE 2015-09-01 6,000 4,700 SL 10.000000000000 600 600 0  
COTTLE: LAND 2015-09-01 291,454   L   0 0 0  
HISTORY F&F: GS CREDENZA 2016-03-25 1,534 1,534 SL 7.000000000000 0 0 0  
AUTOS: 2016 TOYOTA 2016-11-30 39,443 39,443 SL 5.000000000000 0 0 0  
COTTLE F&F: DOG HOUSE 2016-12-12 820 772 SL 7.000000000000 48 48 0  
COTTLE F&F: WIRE WELDER 2017-03-13 570 514 SL 7.000000000000 56 56 0  
COTTLE F&F: BACK BUMPER FOR HAY 2017-06-30 850 728 SL 7.000000000000 121 122 0  
COTTLE F&F: HOT WATER HEATER 2017-06-30 1,343 538 SL 15.000000000000 90 90 0  
COTTLE F&F: TELEPHONE, PRINTER 2017-10-10 207 207 SL 5.000000000000 0 0 0  
COTTLE F&F: TRIMMER 2018-04-11 1,497 1,497 SL 5.000000000000 0 0 0  
ADMIN F&F: FILE CABINET 2018-04-20 666 491 SL 7.000000000000 95 95 0  
COTTLE: WELL 2018-08-07 6,500 1,596 SL 20.000000000000 325 325 0  
COTTLE: GRASS 2019-05-02 800 167 SL 20.000000000000 40 40 0  
COTTLE: WELL 2019-06-25 7,440 1,488 SL 20.000000000000 372 372 0  
COTTLE F&F: SHREDDER 2019-06-25 7,250 2,900 SL 10.000000000000 725 725 0  
COTTLE F&F: TILLER 2019-06-25 1,900 760 SL 10.000000000000 190 190 0  
COTTLE: PUMP FOR WELL 2019-06-28 6,453 1,292 SL 20.000000000000 323 323 0  
COTTLE: WELL 2019-10-08 6,044 1,133 SL 20.000000000000 302 302 0  
COTTLE F&F: HOPPER JR. 2019-12-04 1,577 566 SL 10.000000000000 158 158 0  
COTTLE F&F: 40FT FEED CONTAINER 2020-03-16 3,000 975 SL 10.000000000000 300 300 0  
COTTLE: WELL 2020-10-13 3,125 429 SL 20.000000000000 156 156 0  
COTTLE: WELL 2021-01-07 2,715 340 SL 20.000000000000 136 136 0  
COTTLE: WELL 2021-01-19 925 111 SL 20.000000000000 46 46 0  
COTTLE: WELL 2021-03-24 3,485 392 SL 20.000000000000 174 174 0  
COTTLE: BARN ADD ON 2021-06-30 2,247 116 SL 39.000000000000 58 58 0  
SARAHVILLE: FENCE 2006-12-20 35,280 35,280 150DB 15.000000000000 0 0 0  
SARAHVILLE: 4 TANKS 2006-12-20 24,000 24,000 150DB 15.000000000000 0 0 0  
SARAHVILLE: HOUSE & GARAGE 2006-12-20 100,000 42,315 SL 39.000000000000 2,564 2,564 0  
SARAHVILLE: 2 HOUSES 2006-12-20 20,500 17,299 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 14,207 150DB 15.000000000000 891 891 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 1,106 368 SL 5.000000000000 221 221 0  
ADMIN F&F: LAPTOP 2024-06-30 1,776   SL 5.000000000000 33 33 0  
COTTLE F&F: BALE SPEAR 2021-08-04 1,082 208 SL 10.000000000000 108 108 0  
HISTORY F&F: GLASS TOP DESK 1991-01-29 420 420 SL 7.000000000000 0 0 0  
HISTORY F&F: FILE CABINET 2017-06-08 339 339 SL 5.000000000000 0 0 0  
HISTORY F&F: LAPTOP 2018-08-29 823 796 SL 5.000000000000 27 27 0  
LHI: MILLWORK LIBRARY AND OFFICE 2010-06-28 95,746 32,017 SL 39.000000000000 2,455 2,455 0  
LHI: HUMIDIFICATION SYSTEM 2010-06-28 13,252 4,432 SL 39.000000000000 340 340 0  
LHI: RECESSED LIGHTING 2010-06-28 6,505 2,176 SL 39.000000000000 167 167 0  
LHI: BOOKSHELVES 2011-12-08 5,000 1,479 SL 39.000000000000 128 128 0  
LHI: BOOKSHELVES 2011-12-22 2,600 770 SL 39.000000000000 67 67 0  
LHI: LH IMPROVEMENTS 2018-03-31 5,745 773 SL 39.000000000000 147 147 0  
LHI: WELL 2019-09-03 5,484 1,051 SL 20.000000000000 274 274 0  
LHI: LEASEHOLD IMPROVEMENTS 2019-12-04 1,835 165 SL 40.000000000000 46 46 0  
LHI: LEASEHOLD IMPROVEMENTS 2020-06-16 3,500 264 SL 40.000000000000 88 88 0  
LHI: A/C FURNACE 2020-06-30 6,607 1,983 SL 10.000000000000 661 661 0  
LHI: BARN LEAN TO 2021-06-15 19,300 1,031 SL 39.000000000000 495 495 0  
COTTLE: PUMP AND MOTOR 2023-06-30 3,035   SL 20.000000000000 152 152 0  
COTTLE: 50 GAL WATER HEATER 2023-06-30 2,030   SL 20.000000000000 102 102 0  
COTTLE: WATER SUPPLY EQUIPMENT 2023-06-30 7,515   SL 20.000000000000 376 376 0  

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SUMMERLEE FOUNDATION
EIN:
75-2252355
Name of Stock End of Year Book Value End of Year Fair Market Value
COMERICA CASH 41,739,452 41,739,452

TY 2023 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 44,879 55,121  
SARAHVILLE: 2 HOUSES 20,500 18,214 2,286  
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 15,098 792  
SARAHVILLE: PUP/MOTOR/ CONTROL 1,102 1,102 0  

TY 2023 InvestmentsOtherSchedule2
Name:
THE SUMMERLEE FOUNDATION
EIN:
75-2252355
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GT REAL PROPERTY HOLDINGS IV, LLC FMV 130,499 130,499
SCOUT ENERGY VI FMV 164,197 164,197
WCP REAL ESTATE FUND III, LP FMV 178,882 178,882
DAVIDSON KEMPNER FMV 849,616 849,616
COMMONFUND CAPITAL NATURAL RESOURCES PARTNERS, VIII, L.P. FMV 342,559 342,559
GREYSTAR-THACKERAY REALTY IV FMV 755,561 755,561
AMBERBROOK VI, LLC FMV 438,179 438,179
AMBERBROOK VII, LP FMV 549,348 549,348
MERIT ENERGY PARTNERS J, LP FMV 661,148 661,148
RCP SOF IV FEEDER FMV 1,478,287 1,478,287
MERIT ENERGY PARTNERS I, LP FMV 1,562,567 1,562,567
THACKERAY PARTNERS REALTY FUND V, L.P. FMV 1,673,013 1,673,013
AMBERBROOK VIII LP FMV 1,908,510 1,908,510
FEG SELECT CORE PLUS BOND SERIES FMV 3,180,604 3,180,604
COLCHESTER GLOBAL BOND FUND FMV 3,397,901 3,397,901
GT OFFSHORE PARTNERSHIP FMV 4,580,317 4,580,317
OIL AND GAS ROYALTY INTERESTS FMV 3,955,096 3,955,096
ELLIOTT INTERNATIONAL PARTNERSHIP FMV 9,274,942 9,274,942
MERIT ENERGY PARTNERS L, LP FMV 497,888 497,888

TY 2023 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  
ADMIN F&F: WIRE SHELVES 1,763 1,763 0  
HISTORY F&F: GS CREDENZA 1,534 1,534 0  
AUTOS: 2016 TOYOTA 39,443 39,443 0  
ADMIN F&F: FILE CABINET 666 586 80  
ADMIN F&F: MONITOR, INTEL CORE 1,106 589 517  
ADMIN F&F: LAPTOP 1,776 33 1,743  
HISTORY F&F: GLASS TOP DESK 420 420 0  
HISTORY F&F: FILE CABINET 339 339 0  
HISTORY F&F: LAPTOP 823 823 0  


TY 2023 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 12,202 109,259 109,259
DISTRIBUTION RECEIVABLE 2,877,426 0 0
RIGHT-OF-USE ASSET 129,392 426,985 426,985
DEFINED BENEFIT PENSION BENEFIT 0 315,677 315,677


TY 2023 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 23,469 23,469 0 0
MEMBERSHIP DUES 455 0 0 455
GENERAL AND ADMINISTRATIVE 131,421 17,241 0 114,180
COTTLE COUNTY 22,167 0 0 422,167
SARAHVILLE RENTAL EXPENSES 11,380 11,380   0


TY 2023 OtherIncomeSchedule2
Name:
THE SUMMERLEE FOUNDATION
EIN:
75-2252355
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL AND GAS ROYALTIES 494,387 494,387 0
PASSTHROUGH FROM PARTNERSHIPS 284,793   0
PASSTHROUGH FROM PARTNERSHIPS ALLOCATED TO NET INVESTMENT INCOME (NON-UBI) 1,314,772 1,314,772 0
OTHER INCOME (LOSS) 1,703 1,703 0


TY 2023 OtherIncreasesSchedule
Name:
THE SUMMERLEE FOUNDATION
EIN:
75-2252355
Description Amount
UNREALIZED GAIN (LOSS) ON INVESTMENTS 2,976,561


TY 2023 OtherLiabilitiesSchedule
Name:
THE SUMMERLEE FOUNDATION
EIN:
75-2252355
Description Beginning of Year - Book Value End of Year - Book Value
DEFINED BENEFIT PENSION OBLIGATION 56,527 0
DEFERRED FEDERAL EXCISE TAXES 275,587 316,972
ACCRUED FEDERAL EXCISE TAX PAYABLE 5,913 70,126
LEASE LIABILITY 132,666 429,269


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SUMMERLEE FOUNDATION
EIN:
75-2252355
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 127,673 127,673 0 0
OIL AND GAS CONSULTING FEES 39,572 39,572 0 0


TY 2023 TaxesSchedule
Name:
THE SUMMERLEE FOUNDATION
EIN:
75-2252355
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAXES 18,540 18,540 0 0
PAYROLL TAXES 32,077 5,419 0 26,658
FEDERAL EXCISE TAXES 162,113 0 0 0