Nonprofit · EIN 75-2252355
SUMMERLEE FOUNDATION
Tax-exempt · DALLAS, TX 75225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $2,739,421 | $3,750,419 | -$1,010,998 | $85,202,996 | $722,153 | $84,480,843 |
| June 30, 2024 | 990-PF | $5,140,114 | $3,917,799 | $1,222,315 | $80,616,840 | $1,402,145 | $79,214,695 |
| June 30, 2023 | 990-PF | $3,553,093 | $4,268,713 | -$715,620 | $76,395,297 | $1,379,478 | $75,015,819 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,082
- Dividends
- $1,245,294
- Net rental income
- $13,869
- Net gain from sales of assets
- $271,840
- Other income
- $1,207,336
Expenses
- Grants and similar amounts paid
- $2,237,049
- Compensation of officers, directors and key employees
- $227,863
- Salaries, compensation and benefits (total)
- $257,272
- Disbursements for charitable purposes
- $2,681,171
- Excise tax on investment income
- $19,521
Balance sheet and other
- Total assets, start of year
- $80,616,840
- Total assets, end of year
- $85,202,996
- Total liabilities, end of year
- $722,153
- Net assets, end of year
- $84,480,843
- Fair market value of assets
- $83,710,533
- Qualifying distributions
- $2,681,171
- Net investment income
- $2,429,576
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GARY N SMITH 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | President | 40 | $199,522 | $19,880 |
| MITCHELL FOX 5556 CARUTH HAVEN LN, DALLAS, TX 75225 | ANIMAL PROGRAM DIR Highest-paid employee | 40 | $135,281 | $16,117 |
| AMY ASKARI 5556 CARUTH HAVEN LN, DALLAS, TX 75225 | DIRECTOR OF ADMIN Highest-paid employee | 40 | $88,700 | $258 |
| JOHN W CRAIN 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | Chairman | 5 | $0 | – |
| MARY VOLCANSEK PHD 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | VICE CHAIR | 5 | $0 | – |
| JOAN CASEY 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | Secretary | 5 | $0 | – |
| HON DAVID D JACKSON 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | ASST. SECRETARY | 5 | $0 | – |
| JIM BURSETH PHD 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | Treasurer | 5 | $0 | – |
| MELANIE K ANDERSON 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | Director | 5 | $0 | – |
| RON TYLER PHD 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | Director | 5 | $0 | – |
| KIMBERLY F WILLIAMS 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | Director | 5 | $0 | – |
990-PF for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GARY N SMITH 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | PRESIDENT/TX HISTORY PROGRAM DIRECTOR | 40 | $203,946 | $45,664 |
| MITCHELL FOX 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | ANIMAL PROGRAM DIREC Highest-paid employee | 40 | $135,000 | $33,291 |
| AMY ASKARI 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | DIRECTOR OF ADMINIST Highest-paid employee | 40 | $86,985 | $40,406 |
| JOHN W CRAIN 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | CHAIRMAN OF THE BOARD | 5 | $0 | $0 |
| MARY VOLCANSEK PHD 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | VICE CHAIR | 5 | $0 | $0 |
| JOAN CASEY 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | SECRETARY | 5 | $0 | $0 |
| HON DAVID D JACKSON 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | FOUNDING DIRECTOR/ASST. SECRETARY | 5 | $0 | $0 |
| JIM BRUSETH PHD 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | TREASURER | 5 | $0 | $0 |
| MELANIE K ANDERSON 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | DIRECTOR | 5 | $0 | $0 |
| RON TYLER PHD 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | DIRECTOR | 5 | $0 | $0 |
| KIMBERLY F WILLIAMS 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | DIRECTOR | 5 | $0 | $0 |
990-PF for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GARY N SMITH 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | PRESIDENT/TX HISTORY PROGRAM DIRECTOR | 40 | $181,863 | $42,237 |
| MITCHELL FOX 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | ANIMAL PROGRAM DIREC Highest-paid employee | 40 | $125,358 | $24,208 |
| AMY ASKARI 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | DIRECTOR OF ADMINIST Highest-paid employee | 40 | $79,124 | $37,644 |
| JOHN W CRAIN 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | CHAIRMAN OF THE BOARD | 5 | $0 | $0 |
| MARY VOLCANSEK PHD 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | VICE CHAIR | 5 | $0 | $0 |
| JOAN CASEY 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | SECRETARY | 5 | $0 | $0 |
| HON DAVID D JACKSON 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | FOUNDING DIRECTOR/ASST. SECRETARY | 5 | $0 | $0 |
| JIM BRUSETH PHD 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | TREASURER | 5 | $0 | $0 |
| MELANIE K ANDERSON 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | DIRECTOR | 5 | $0 | $0 |
| RON TYLER PHD 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | DIRECTOR | 5 | $0 | $0 |
| KIMBERLY F WILLIAMS 5556 CARUTH HAVEN LANE, DALLAS, TX 75225 | DIRECTOR | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5556 CARUTH HAVEN LN, DALLAS, TX 75225-8146
- Signed the 990-PF
- GARY N SMITH, President
- Phone
- (214) 363-9000
- Website
- WWW.SUMMERLEE.ORG
- Return prepared by
- Sutton Frost Cary LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-2252355
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $85,202,996
- Income (IRS master file)
- $20,994,623
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $2,739,421 | $3,750,419 | $85,202,996 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $5,140,114 | $3,917,799 | $80,616,840 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $3,553,093 | $4,268,713 | $76,395,297 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-2252355).
Questions about SUMMERLEE FOUNDATION
- What is the EIN of SUMMERLEE FOUNDATION?
- The employer identification number (EIN) of SUMMERLEE FOUNDATION is 75-2252355.
- Is SUMMERLEE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to SUMMERLEE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUMMERLEE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUMMERLEE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUMMERLEE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SUMMERLEE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 11 people; 3 received compensation from the organization, the highest $199,522 (GARY N SMITH, President).
- How much revenue does SUMMERLEE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $2,739,421, expenses of $3,750,419 and total assets of $85,202,996 at year end.
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