The Summerlee Foundation
DALLAS, TX EIN: 75-2252355
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$80.6M
+5.5% YoY
Annual Giving
$2.9M
+10.6% YoY
Grant Count
188
-1.1% YoY
Avg Grant Size
$16K
+11.8% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $80,616,840 | $76,395,297 | $74,165,879 |
| Revenue | $5,140,114 | $3,553,093 | $6,129,809 |
| Expenses | $3,917,799 | $4,268,713 | $4,032,707 |
| Qualifying Distributions | $4,734,716 | $5,011,670 | $3,656,254 |
| Net Investment Income | $4,406,389 | $2,888,078 | $5,632,755 |
| Distributable Amount | $3,742,524 | $3,551,249 | $3,753,299 |
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Summerlee Foundation fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN W CRAIN | CHAIRMAN OF THE BOARD | 5 | — |
| GARY N SMITH | PRESIDENT/TX HISTORY PROGRAM DIRECTOR | 40 | $203,946 |
| MARY VOLCANSEK PHD | VICE CHAIR | 5 | — |
| JOAN CASEY | SECRETARY | 5 | — |
| HON DAVID D JACKSON | FOUNDING DIRECTOR/ASST. SECRETARY | 5 | — |
| JIM BRUSETH PHD | TREASURER | 5 | — |
| MELANIE K ANDERSON | DIRECTOR | 5 | — |
| RON TYLER PHD | DIRECTOR | 5 | — |
| KIMBERLY F WILLIAMS | DIRECTOR | 5 | — |
Geographic Focus
Where this funder has awarded grants
States
AlaskaAlabamaArkansasArizonaCaliforniaColoradoConnecticutDistrict of ColumbiaFloridaGeorgiaHawaiiIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaPrSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaWashingtonWisconsinWest VirginiaWyoming
Cities
AberdeenAbileneAlbanyAlbuquerqueAlcoaAldersonAlexandriaAllison ParkAlpineAltoAmarilloAnn ArborAnnistionArcher CityArchorageArdsleyArlingtonAshevilleAtlantaAuburn
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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