Private Foundation

THE SUMMERLEE FOUNDATION

THE SUMMERLEE FOUNDATION, of DALLAS, TX, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $2.7M in revenue, $3.8M in expenses, $85.2M in total assets. IRS filings disclose 874 grants awarded by this foundation, totaling roughly $12.1M.

EIN: 752252355 DALLAS, TX Latest filing: 2025
Total Revenue$2.7M
Total Expenses$3.8M
Total Assets$85.2M
Grants Given874
Grant Total$12.1M
Filing Years2021–2025

Sample Grants Given

FRIENDS OF THE TEXAS HISTORICAL COM
AUSTIN, TX · 2024
GENERAL SUPPORT
$55,000
MUSEUM OF THE BIG BEND
ALPINE, TX · 2024
GENERAL SUPPORT
$55,000
UNIVERSITY OF NORTH TEXAS FOUNDATIO
DENTON, TX · 2024
GENERAL SUPPORT
$35,000
C 60 INC
HOUSTON, TX · 2024
GENERAL SUPPORT
$30,000
ANIMAL PROTECTION NEW MEXICO
ALBUQUERQUE, NM · 2024
GENERAL SUPPORT
$30,000

Showing up to 5 of 874 total records — full history available with membership.

Officers & Directors

President Gary N Smith
ASST. SECRETARY Hon David D Jackson
Treasurer Jim Burseth Phd
Secretary Joan Casey
Chairman John W Crain
Director Kimberly F Williams

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$12,197,804 872 grants

Financial Trends

Year Revenue Expenses Assets
2025 $2.7M $3.8M $85.2M
2024 $5.1M $3.9M $80.6M
2023 $3.6M $4.3M $76.4M
2022 $6.1M $4.0M $74.2M
2021 $3.5M $2.2M $80.3M

Between 2021 and 2025, reported annual revenue declined from $3.5M to $2.7M (-22%), with total assets most recently reported at $85.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AK, AL, AR, AZ, CA, CO, and 4 other states.

AKALARAZCACOCTDCFLGA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE SUMMERLEE FOUNDATION

Complete financials, all 874 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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