2023-09-08T07:39:43-07:00 2022-12-31 752593210 Sutton Frost Cary LLP 600 Six Flags Dr Suite 600 Arlington TX 76011 990PF 2022-01-01 752734032 THE SUMNERS FOUNDATION SUMN 2142202128 2201 WEST ROYAL LANE 100 IRVING TX 75063 T Charles Pierson Executive Dir. 2023-09-08 true T Charles Pierson 999009999 true Kimberly D Crawford P00446484 8176498083 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 69238256 X 59438 X 1427018 1427018 1265214 1265214 402385 8202425 402385 1760595 1067611 4914650 4162228 535238 80285 454953 136418 20463 115955 1756 439 1317 90348 22587 67761 273111 4174 23651 112907 112907 67852 16963 50889 44069 11017 33052 3595 899 2696 970922 848292 122629 2236216 1118026 872903 2689297 2689297 4925513 1118026 3562200 -10863 3044202 817006 188762 188762 3060283 459959 459959 1340899 34711 1340899 1340899 14377 10419 10419 35594641 38814935 38814935 279402 279402 279402 279402 418612 31819723 27963884 27963884 36219 7316 33362 28903 28903 151093 151093 72072117 69238256 69238256 169 145831 513119 146000 513119 X 71926117 68725137 71926117 68725137 72072117 69238256 71926117 -10863 71915254 3190117 68725137 402385 42314 42314 42314 49618 49618 7304 7304 false false false false false true true false true true TX true false false false false true WWW.SUMNERSFOUNDATION.ORG CHARLES PIERSON 2142202128 2201 WEST ROYAL LANE 100 IRVING TX 75063 false false false false true false false false false false true false false false false false false false false false false false false DAVID G DRUMM 2201 WEST ROYAL LANE 100 IRVING TX 75063 Treasurer 2.00 18050 JERRY D REIS 6012 W CAMPUS CIRCLE DR 210 IRVING TX 75063 Chairman 2.00 16000 LON R WILLIAMS 2501 N HARWOOD SUITE 1900 DALLAS TX 75201 VICE CHAIRMAN 2.00 24000 SCOTT M HIGGINBOTHAM 125 BELLAIRE AVENUE DUMAS TX 79029 Director 2.00 20000 WILLIAM W MEADOWS 421 W 3RD STREET SUITE 800 FORT WORTH TX 76102 Director 2.00 10000 BETH VAN DUYNE 2201 WEST ROYAL LANE 100 IRVING TX 75063 Director 2.00 0 BRANT C MARTIN 2201 WEST ROYAL LANE 100 IRVING TX 75063 Director 2.00 11500 T Charles Pierson 2201 WEST ROYAL LANE 100 IRVING TX 75063 Executive Dir. 40.00 240000 70882 JANEMARIE CLARK 2201 WEST ROYAL LANE 100 IRVING TX 75063 EXEC. ASSISTANT 40.00 73000 30293 EILEEN RESNIK 2201 WEST ROYAL LANE 100 IRVING TX 75063 PROGRAM DIRECTOR 40.00 108200 42713 NONE 30961322 6448602 29774600 67184524 0 67184524 1007768 66176756 3308838 3308838 42314 42314 3266524 3266524 3266524 3562200 3562200 3266524 3311321 3562200 3311321 0 250879 3015645 CHARLES PIERSON 2201 WEST ROYAL LANE 100 IRVING TX 75063 2142202128 CHARLES@SUMNERSFOUNDATION.ORG LETTER, RESUME OF ORGANIZATION OR PERSON AND OTHER SUPPORTING MATERIAL. VARIOUS AWARDS ARE LIMITED TO THE STUDY AND TEACHING OF THE SCIENCE OF SELF-GOVERNMENT. BAYLOR UNIVERSITY 1311 S 5TH ST WACO TX 76706 NONE PC iENGAGE SUMMER CIVICS 25000 HOWARD PAYNE UNIVERSITY 1000 FISK STREET BROWNWOOD TX 76801 NONE PC CAMPUS AND COMMUNITY 5000 INSTITUTE FOR POLICY INNOVATION 1660 S INTERSTATE 35-E LEWISVILLE TX 75067 NONE PC HWS DISTINGUISHED LECTURES 100000 SCHREINER UNIVERSITY 2100 SAN ANTONIO HWY KERRVILLE TX 78028 NONE PC SUMNERS SCHOLARSHIP PROGRAM 15525 TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DR FORT WORTH TX 76129 NONE PC IENGAGE & TCU WASHINGTON INTERNSHIP PROGRAM 33000 TEXAS WESLEYAN UNIVERSITY 1201 WESLEYAN ST FORT WORTH TX 75105 NONE PC SUMNERS SCHOLARSHIP ENDOWMENT 39050 UNIVERSITY OF DALLAS 1845 E NORTHGATE DR IRVING TX 75062 NONE PC SUMNERS SCHOLARSHIP PROGRAMS 86550 YMCA ALBUQUERQUE CENTRAL NM 4701 MONTANO RD NM ALBUQUERQUE NM 87120 NONE PC YOUTH AND GOVERNMENT 85000 YMCA OKLAHOMA CITY 100 W MAIN ST OKLAHOMA CITY OK 73102 NONE PC YOUTH AND GOVERNMENT 103000 AUSTIN COLLEGE 900 N GRAND AVE SHERMAN TX 75090 NONE PC PUBLIC ADMINISTRATION & CRIMINAL LAW SYMPOSIUM 9113 THE BILL OF RIGHTS INSTITUTE 200 NORTH GLEBE ROAD ARLINGTON VA 22203 NONE PC CONSTITUTIONAL SEMINAR IN NEW MEXICO 12000 FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE WASHINGTON DC 20009 NONE PC SUMNERS SCHOLARSHIPS 121050 LAW FOCUSED EDUCSTATE BAR OF TEXAS 14651 DALLAS PKWY DALLAS TX 75254 NONE PC TEACHER TRAINING INSTITUTE ON THE FOUNDING DOCUMENTS 453263 UNIVERSITY OF TEXAS AT AUSTIN BOX 8058 AUSTIN TX 78712 NONE PC TEXAS CIVIC AMBASSADORS 25000 TEXAS TRIBUNE 823 CONGRESS AVE AUSTIN TX 78701 NONE PC TRIBUNE EVENTS AND FESTIVAL 100000 BRAVER ANGELS 733 THIRD AVENUE FL 16 NEW YORK NY 10017 NONE PC YOUTH PROGRAMS 82000 CERTELL INC 2201 E 46TH ST 302 INDIANAPOLIS IN 46205 NONE PC EQUIPPING STUDENTS TO ENGAGE IN DEMOCRACY 7000 DALLAS HOLOCAUST HUMAN RIGHTS MUSEU 300 N HOUSTON ST DALLAS TX 75202 NONE PC RULE OF LAW SERIES 25000 NATIONAL CONSTITUTION CENTER 525 ARCH ST PHILADELPHIA PA 19106 NONE PC CONSTITUTIONAL EDUCATION SUPPORT 45000 SAN ANTONIO REPORT 126 GONZALES ST 100 SAN ANTONIO TX 78205 NONE PC CIVIC ENGAGEMENT REPORTING 20000 TEXAS FFA FOUNDATION 614 EAST 12TH STREET AUSTIN TX 78701 NONE PC LEGISLATIVE LEAD 50000 TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVENUE AUSTIN TX 78701 NONE PC GENERAL SUPPORT 32500 THE POLICY CIRCLE 1189 WILMETTE AVE 210 WILMETTE IL 60091 NONE PC LEADERSHIP COUNCIL 12500 UNITED STATES ASSN OF FORMER MEMBER 1401 K STREET NW 901 WASHINGTON DC 20005 NONE PC SUMNERS SCHOLARS 47000 YMCA OF AUSTIN 55 NORTH IH-35 AUSTIN TX 78705 NONE PC TEXAS YOUTH AND GOVERNMENT 135000 CONSTITUTIONAL RIGHTS FOUNDATION 601 S KINGSLEY DR LOS ANGELES CA 90005 NONE PC CIVIC LEARNING IN NEW MEXICO 10000 CIVICS UNPLUGGED 335 MADISON AVE NEW YORK NY 10017 NONE PC CIVIC INNOVATORS 32500 FORT WORTH REPORT 2003 8TH AVE 300 FORT WORTH TX 76110 NONE PC CIVIC ENGAGEMENT 25000 INTERNATIONAL LITERACY DEVELOPMENT PO BOX 383153 DUNCANVILLE TX 75138 NONE PC ROHINGYA LANGUAGE AND LITERACY PROGRAM 20000 LEADERSHIP OKLAHOMA 3037 NW 63RD ST 104 OKLAHOMA CITY OK 73116 NONE PC YOUTH LEADERSHIP 5000 LIBERTAS ACADEMY-SCORRO ISD 12101 PELLICANO DR EL PASO TX 79936 NONE GOV 7.0 15000 NATIONAL ARCHIVES FOUNDATION 700 PENNSYLVANIA AVENUE NW WASHINGTON DC 20408 NONE PC PEDAGOGY PROGRAMS 60000 RONALD REAGAN PRESIDENTIAL FOUNDATI 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 93065 NONE PC REGIONAL GREAT COMMUNICATOR DEBATE SERIES COMPETITION 22500 THE JAMES MADISON INSTITUTE 100 N DUVAL ST TALLAHASSEE FL 32301 NONE PC CIVICS EDUCATION PROJECT 25000 LUCY BURNS INSTITUTE DBA BALLOTPEDI 8383 GREENWAY BLVD 600 MIDDLETON WI 53562 NONE PC SUMMER BALLOTPEDIA FELLOWSHIP 26000 THE STEAMBOAT INSTITUTE PO BOX 883037 STEAMBOAT SPRINGS CO 80488 NONE PC LIBERTY TOUR 25000 VOTE SMART 1153 24TH STREET DES MOINES IA 50311 NONE PC FASTFACTS PROJECT 5000 GILDER LEHRMAN INSTITUTE OF AM HIST 49 WEST 45TH STREET NEW YORK NY 10036 NONE PC TEACHING CIVICS THROUGH HISTORY 31250 CLOSE UP FOUNDATION 671 N GLEBE RD 900 ARLINGTON VA 22203 NONE PC EDUCATION PROGRAMS 14250 FOUNDATION FOR ECONOMIC ED 1819 PEACHTREE RD NW 300 ATLANTA GA 30309 NONE PC TEACHER TRAINING CONFERENCE 6250 OKLAHOMA INSTITUTE FOR CHILD ADVOCA 2915 N CLASSEN BLVD 320 OKLAHOMA CITY OK 73106 NONE PC YOUTH LEGISLATIVE EXPERIENCE 2500 PHLANTHROPY ROUNDTABLE 1120 20TH ST NW 550 WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 10000 TEXAS BOYS STATE PO BOX 140527 AUSTIN TX 78714 NONE PC GENERAL SUPPORT 20000 THANKS-GIVING FOUNDATION PO BOX 131770 DALLAS TX 75313 NONE PC BREAKING BREAD & BUILDING BRIDGES PROGRAMS 25000 THE DALLAS HISTORICAL SOCIETY 3939 E GRAND AVE DALLAS TX 75210 NONE PC RE-HOUSING OF HATTON SUMNERS COLLECTION 5000 WORLD AFFAIRS COUNCIL OF DFW 325 NORTH ST PAUL ST 4200 DALLAS TX 75201 NONE PC SUMNERS CIVICS LECTURES 30000 ASHBROOK UNIVERSITY 401 COLLEGE AVE ASHLAND OH 44805 NONE PC GENERAL SUPPORT 3750 GEORGE W BUSH PRESIDENTIAL CENTER 2943 SMU BOULEVARD DALLAS TX 75205 NONE PC PROGRAMMING FOR SUMNERS SCHOLARS 125000 individual scholarships given 2201 west royal lane 100 irving TX 75063 NONE I educational scholarships 476746 2689297 14 1427018 14 1265214 531120 25302 18 377083 OIL & GAS ROYALTIES 15 1323757 pass through from K-1's 531120 689209 16 -256146 TAX REFUND 3775 714511 4136926 3775 4855212 false false false false false false false false false false accounting fees 90348 22587 0 67761 LAZARD INTERNATIONAL STRATEGY 3609882 3609882 FEDERATED HERMES ULTRASHORT BOND INST 9078078 9078078 JANUS HENDERSON FUNDS ENTERPRISE 1 6224815 6224815 VANGUARD INST INDEX INST 9264021 9264021 VANGUARD SM CAP INDEX ADMIRAL 3688572 3688572 WILLIAM BLAIR FUNDS EMRG MKTS SM CAP 2695823 2695823 INVESCO EXCHANGE TRADED S&P 500 4253744 4253744 Land 279402 279402 279402 AMERRA AGRI FUND II LP FMV 1124167 1124167 WHITEBOX MULTI STRATEGY FUND FMV 1262708 1262708 ML-K-18-WP TRUST IV FMV 38538 38538 LINX FUND I LP FMV 7938927 7938927 CAPITAL ROY PARTNERS II FMV 65804 65804 ORRI GULF OF MEXICO FMV 891335 891335 ORRI OKLAHOMA #1 FMV 1253 1253 ORRI OKLAHOMA #2 FMV 18005 18005 ORRI KANSAS #1 FMV 1276479 1276479 ORRI LOUISIANA #1 FMV 56149 56149 ORRI NM #1 FMV 36262 36262 ORRI LOUISIANA #5 FMV 714 714 ORRI LOUISIANA # 3 FMV 219994 219994 ORRI TEXAS #2 FMV 112862 112862 ORRI TEXAS #1 FMV 37103 37103 ORRI KANSAS #2 FMV 29901 29901 ORRI WYOMING #1 FMV 432049 432049 MADISON 1600 VICEROY FMV 22621 22621 PINNACLE IV FMV 712356 712356 AMERRA AGRI FUND III FMV 958794 958794 HACKBERRY CREEK FMV 1411148 1411148 MADISON, LLC FMV 2096984 2096984 AMERRA AGR FUND II ANNEX FMV 783920 783920 PINNACLE V LP FMV 773988 773988 PARR CAPITAL 122 WEST FMV 2567869 2567869 MANOR RV PARK LLC FMV 75752 75752 PAR CAPTIAL-GATEWAY LLC FMV 1132679 1132679 ORRI TEXAS #6 FMV 2046027 2046027 ORRI LOUISIANNA #2 FMV 13364 13364 ORRIS LOUISIANNA #4 FMV 24773 24773 MISCELLANEOUS FMV 60123 60123 MACHINE INVESTMENT GROUP FMV 1741236 1741236 Furniture and Fixtures 36219 7316 28903 28903 legal fees 1756 439 0 1317 RIGHT OF USE ASSET 151093 151093 GRANTS ADMINISTRATION 27242 6811 20432 INFORMATION TECHNOLOGY 11014 2754 8261 INSURANCE 23105 5776 17329 INTERVIEW EXPENSES 12562 3139 9418 INVESTMENT EXPENSES 172466 172466 MANAGEMENT FEES 634949 634949 MISCELLANEOUS 25262 6316 18947 office supplies 4187 1047 3140 OIL & GAS MAINTENANCE 48900 12225 36675 POSTAGE 781 195 586 STAFF EXPENSES 2540 635 1905 TELEPHONE 7914 1979 5936 OIL & GAS ROYALTIES 1323757 1323757 pass through from K-1's 433063 -256146 TAX REFUND 3775 Deferred Excise Taxes 132974 196205 EXCISE TAX PAYABLE 12857 164464 OPERATING LEASE LIABILITY 152450 EXCISE TAX 245286 PAYROLL TAX 27825 4174 23651