2021-09-20T11:12:59-07:00 2020-12-31 752593210 Sutton Frost Cary LLP 600 Six Flags Dr Suite 600 Arlington TX 76011 990PF 2020-01-01 752734032 THE SUMNERS FOUNDATION SUMN 2142202128 2201 WEST ROYAL LANE 100 IRVING TX 75063 T Charles Pierson Executive Dir. 2021-09-20 true T Charles Pierson 999009999 Kimberly D Crawford P00446484 8176498083 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X X X 68664613 X 50954 X 416101 416101 109160 109160 472734 1517880 472734 10488 747277 412099 1796226 1410094 10488 689220 231102 458118 233938 72076 161862 13642 6953 6689 25350 12675 12675 78720 10472 23005 76938 19820 51842 16051 35791 42529 1701 40828 425583 119250 53945 1637762 490100 792913 2478820 2478820 4116582 490100 3271733 -2320356 919994 10488 1095874 907462 907462 941851 1611765 1611765 113530 206916 113530 113530 31728 21629 21629 27914995 30683652 30683652 279402 279402 279402 279402 4177330 2509914 2509914 31824413 32526376 32526376 93783 82900 13341 10883 10883 66485850 68664613 68664613 6010 60927 6430 167649 12440 228576 X 66473410 66473410 68436037 66485850 68664613 66473410 -2320356 4282983 68436037 68436037 FEDERATED INVESTORS ULTRASHOR P 2018-01-01 2020-02-04 39980 39961 19 19 VANGUARD INSTL INDEX FUND P 2028-01-01 2020-01-01 1477900 1005185 472715 472715 472734 12788 12788 12788 51835 51835 39047 39047 false false false false false true true false true true TX true false false false false true WWW.HATTONSUMNERS.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 29000 JERRY D REIS 6012 W CAMPUS CIRCLE DR 210 IRVING TX 75063 Chairman 2.00 32000 LON R WILLIAMS 2501 N HARWOOD SUITE 1900 DALLAS TX 75201 VICE CHAIRMAN 2.00 30500 SCOTT M HIGGINBOTHAM 125 BELLAIRE AVENUE DUMAS TX 79029 Director 2.00 27000 WILLIAM W MEADOWS 421 W 3RD STREET SUITE 800 FORT WORTH TX 76102 Director 2.00 17919 MIKE MCELROY 2201 WEST ROYAL LANE 100 IRVING TX 75063 Controller 40.00 95400 14310 BETH VAN DUYNE 2201 WEST ROYAL LANE 100 IRVING TX 75063 Secretary 2.00 17936 BRANT C MARTIN 2201 WEST ROYAL LANE 100 IRVING TX 75063 Director 2.00 23500 T Charles Pierson 2201 WEST ROYAL LANE 100 IRVING TX 75063 Executive Dir. 40.00 244115 36617 JANEMARIE CLARK 2201 WEST ROYAL LANE 100 IRVING TX 75063 EXEC. ASSISTANT 40.00 66485 9973 EILEEN RESNIK 2201 WEST ROYAL LANE 100 IRVING TX 75063 PROGRAM DIRECTOR 40.00 105365 15805 NONE 27262978 2221498 35271314 64755790 0 64755790 971337 63784453 3189223 3189223 12788 12788 3176435 10488 3186923 3186923 3271733 3271733 3271733 3186923 3158606 3271733 3158606 0 113127 3073796 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 BIG BROTHERS BIG SISTERS LONESTAR 450 E JOHN CARPENTER FWY IRVING TX 75062 NONE PC CITIZENSHIP CHARACTER PROGRAM 25000 LAW FOCUSED EDUCSTATE BAR OF TEXAS 14651 DALLAS PKWY DALLAS TX 75254 NONE PC TEXAS CITIZEN BEE AND WHAT UNITES PROGRAM 727250 NEW MEXICO FIRST 505 MARQUETTE AVE ALBUQUERQUE NM 87102 NONE PC IMPLEMENT PUBLIC EDUCATION AFTER TOWN HALL MEETING 80000 PHILANTHROPY ROUNDTABLE 1730 M STREET NM WASHINGTON DC 20036 NONE PC GENERAL SUPPORT AND ALLIANCE FOR CHARITABLE REFORM 10000 SCHREINER UNIVERSITY 2100 SAN ANTONIO HWY KERRVILLE TX 78028 NONE PC WHITEHURST AWARDS & SCHOLARSHIP PROGRAM DEVELOPMENT 5100 TEXAS WESLEYAN UNIVERSITY 1201 WESLEYAN ST FORT WORTH TX 75105 NONE PC SUMNERS SCHOLARSHIP ENDOWMENT 6000 UNIVERSITY OF DALLAS 1845 E NORTHGATE DR IRVING TX 75062 NONE PC SUMNERS SCHOLARSHIP PROGRAM 68500 UNIVERSITY OF TEXAS AT AUSTIN BOX 8058 AUSTIN TX 78712 NONE PC ANNETTE STRAUS INSTITUTE 53000 YMCA ALBUQUERQUE CENTRAL NM 4701 MONTANO RD NM ALBUQUERQUE NM 87120 NONE PC YOUTH AND GOVERNMENT 10000 YMCA OKLAHOMA CITY 100 W MAIN ST OKLAHOMA CITY OK 73102 NONE PC YOUTH AND GOVERNMENT 90000 AUSTIN COLLEGE 900 N GRAND AVE SHERMAN TX 75090 NONE PC CRIMINAL LAW SYMPOSIUM 2000 THE BILL OF RIGHTS INSTITUTE 200 NORTH GLEBE ROAD ARLINGTON VA 22203 NONE PC "TEXAS CITIZEN BEE" PROGRAM MAINTANANCE 25000 FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE WASHINGTON DC 20009 NONE PC SUMNERS SCHOLARSHIPS 33370 TEXAS TRIBUNE 823 CONGRESS AVE AUSTIN TX 78701 NONE PC FESTIVAL, CONVERSATION SERIES & SYMPOSIUMS PUBLIC POLICY EVENTS 50000 INSTITUTE FOR POLICY INNOVATION 1660 S INTERSTATE 35-E LEWISVILLE TX 75067 NONE PC HWS DISTINGUISHED LECTURES 150000 LIBERTAS ACADEMY 33617 E FOWLER AVE TAMPA FL 33617 NONE PC SPRING CIVICS INSTITUTE: INSTRUCTION AND CURRICULUM 15000 CONSTITUTING AMERICA PO BOX 1988 COLLEYVILLE TX 76034 NONE PC WE THE PEOPLE 9.17 CONTEST 19600 FIRST LIBERTY INSTITUTE 2001 PLANO PARKWAY 1600 PLANO TX 75075 NONE PC THREE INTERNSHIPS FOR SUMNERS SCHOLARS 14000 OKLAHOMA CITY UNIVERSITY 2501 BLACKWELDER AVE OKLAHOMA CITY OK 73106 NONE PC ROBERT HENRY TRIBUTE 15000 AMERICAN PROMISE INC 33 BRADFORD ST CONCORD MA 01742 NONE PC DEMOCRACY SHARETANK 10000 ASHBROOK UNIVERSITY 401 COLLEGE AVE ASHLAND OH 44805 NONE PC ASHBROOK CENTER 8000 YOUNG VOICES 1342 FLORIDA AVENUE NW WASHINGTON DC 20009 NONE PC GENERAL SUPPORT 5000 AMERICAN PRIVATE RADIO 1739 UNIVERSITY AVENUE 341 OXFORD MS 38655 NONE PC GENERAL SUPPORT 8100 BOYS GIRLS CLUBS OF MCGEHEE 205 WASHINGTON AVENUE MCGEHEE AR 71654 NONE PC GENERAL SUPPORT 6700 BRAVER ANGELS 733 THIRD AVENUE FL 16 NEW YORK NY 10017 NONE PC GENERAL SUPPORT 75000 CERTELL INC 2201 E 46TH ST 302 INDIANAPOLIS IN 46205 NONE PC GENERAL SUPPORT 10000 DALLAS HOLOCAUST HUMAN RIGHTS MUSEU 300 N HOUSTON ST DALLAS TX 75202 NONE PC GENERAL SUPPORT 25000 FOUNDATION FOR RESPONSIBLE TELEVISI 11700 PRESTON RD 660-193 DALLAS TX 75230 NONE PC GENERAL SUPPORT 50000 GENERAL TOMMY FRANKS LEADERSHIP INS 507 S MAIN ST HOBART OK 73651 NONE PC GENERAL SUPPORT 50000 GILDER LEHRMAN INSTITUTE OF AMERICA 49 WEST 45TH STREET 2ND FL NEW YORK NY 10036 NONE PC GENERAL SUPPORT 7500 HUGH O'BRIEN YOUTH LEADERSHIP PO BOX 55113 SHERMAN OAKS CA 91413 NONE PC GENERAL SUPPORT 22900 INSTITUTE FOR EDUCATION POLICY 2800 N CHARLES ST BALTIMORE MD 21218 NONE PC GENERAL SUPPORT 16300 INTERNATIONAL LITERACY AND DEVELOPM PO BIX 383153 DUNCANVILLE TX 75138 NONE PC GENERAL SUPPPORT 8800 NANCY LIEVERMAN CHARITIES PO BOX 261233 PLANO TX 75026 NONE PC GENERAL SUPPORT 100000 NATIONAL ARCHIVES FOUNDATION 700 PENNSYLVANIA AVE NW WASHINGTON DC 20408 NONE PC GENERAL SUPPORT 25000 NATIONAL CONSTITUTION CENTER 525 ARCH ST PHILADELPHIA PA 19106 NONE PC GENERAL SUPPORT 23800 SAN ANTONIO REPORT 126 GONZALES ST 100 SAN ANTONIO TX 78205 NONE PC GENERAL SUPPORT 10000 STEAMBOAT INSTITUTE PO BOX 883037 STEAMBOAT SPRINGS CO 80488 NONE PC GENERAL SUPPORT 14600 SUPREME COURT HISTORICAL SOCIETY 224 EAST CAPITOL ST NE WASHINGTON DC 20003 NONE PC GENERAL SUPPORT 50000 TAKE BACK OUR REPUBLIC 165 E MAGNOLIA AVE 203 AUBURN AL 36839 NONE PC GENERAL SUPPORT 8000 TEXAS FFA FOUNDATION 614 EAST 12TH STREET AUSTIN TX 78701 NONE PC GENERAL SUPPORT 35400 TEXAS PUBLIC POLICY FOUNDATION 901 CONGRESS AVENUE AUSTIN TX 78701 NONE PC GENERAL SUPPORT 75000 TEXAS TECH FREE MARKET INSTITUTE 2500 BROADWAY LUBBOCK TX 79409 NONE PC GENERAL SUPPORT 15400 THE INDEPENDENT INSTITUTE 100 SWAN WAY OAKLAND CA 94621 NONE PC GENERAL SUPPORT 18800 THE JAMES MADISON INSTITUTE 100 N DUVAL ST TALLAHASSEE FL 32301 NONE PC GENERAL SUPPORT 35000 THE POLICY CIRCLE 1189 WILMETTE AVE 210 WILMETTE IL 60091 NONE PC GENERAL SUPPORT 8000 UNITED STATES ASSN OF FORMER MEMBER 1401 K STREET NW 901 WASHINGTON DC 20005 NONE PC GENERAL SUPPORT 15000 THE UNIVERSITY OF TEXAS AT DALLAS 800 W CAMPBELL RD RICHARDSON TX 75080 NONE PC GENERAL SUPPORT 11000 VALUES THROUGH HISTORY 1419 SUGAR CREEK BLVD SUGAR LAND TX 77478 NONE PC GENERAL SUPPORT 36300 YMCA OF AUSTIN 55 NORTH IH-35 AUSTIN TX 78705 NONE PC GENERAL SUPPORT 225000 CONSTITUTIONAL RIGHTS FOUNDATION 601 S KINGSLEY DR LOS ANGELES CA 90005 NONE PC GENERAL SUPPORT 20000 FORT WORTH COUNTRY DAY SCHOOL 4200 COUNTRY DAY LN FORT WORTH TX 76109 NONE PC BREAKTHROUGH FORT WORTH 10000 FREE TO CHOOSE NETWORK 2002 FILMORE AVENUE ERIE PA 16506 NONE PC GENERAL SUPPORT 15400 2478820 14 416101 14 109160 531120 -27756 472734 OIL & GAS ROYALTIES 15 412099 Pass Through UBI from K-1 531120 53430 25674 937360 472734 1435768 false false false false false false false false false false ACCOUNTING FEES 25350 12675 0 12675 LAZARD INTERNATIONAL STRATEGY 4097242 4097242 JANUS HENDERSON FUNDS ENTERPRISE 1 6313211 6313211 MGD PORTFOLIO SERIES NUANCE 4975569 4975569 VANGUARD INST INDEX INST 8256707 8256707 VANGUARD SM CAP INDEX ADMIRAL 3802735 3802735 WILLIAM BLAIR FUNDS EMRG MKTS SM CAP 3238188 3238188 Land 279402 279402 279402 AMERRA AGRI FUND II LP FMV 1221341 1221341 WHITEBOX MULTI STRATEGY FUND FMV 4090246 4090246 ML-K-18-WP TRUST IV FMV 52386 52386 LINX FUND I LP FMV 7318636 7318636 CAPITAL ROY PARTNERS II FMV 115548 115548 TIDELAND ROYALTY TRUST "B" FMV 5125 5125 ORRI GULF OF MEXICO FMV 292220 292220 ORRI OFFSHORE #2 FMV 18533 18533 ORRI OKLAHOMA #1 FMV 743835 743835 ORRI OKLAHOMA #2 FMV 40898 40898 ORRI KANSAS FMV 33665 33665 ORRI LOUISIANA FMV 27600 27600 ORRI OKLAHOMA #3 FMV 27662 27662 ORRI NM #1 FMV 8093 8093 ORRI TEXAS #2 FMV 79721 79721 ORRI LA #5 FMV 376 376 ORRI LOUISIANA #2 FMV 244 244 ORRI LOUISIANA # 3 FMV 13850 13850 ORRI NM #2 FMV 1202 1202 ORRI TEXAS #2 FMV 26365 26365 ORRI TEXAS FMV 52789 52789 ORRI TEXAS #5 FMV 10141 10141 ORRI KANSAS #2 FMV 42903 42903 ORRI WYOMING #1 FMV 236636 236636 MADISON 1600 VICEROY FMV 573663 573663 BACELINE NOP DEBT III FMV 194127 194127 HERITAGE OFFICE BUILDING (PAR CAPITAL) FMV 698343 698343 PINNACLE IV FMV 2633879 2633879 AMERRA AGRI FUND III FMV 1450260 1450260 HACKBERRY CREEK FMV 1509140 1509140 MADISON, LLC FMV 2293339 2293339 AMERRA AGR FUND II ANNEX FMV 1280742 1280742 PINNACLE V LP FMV 1846191 1846191 PARR CAPITAL 122 WEST FMV 2746657 2746657 AMERRA PIPELINE CAPITAL FMV 1309396 1309396 MANOR RV PARK LLC FMV 287500 287500 FEDERATED HERMES ULTRASHORT BOND INST FMV 27016 27016 ENNIS BLDG-PAR CAPITAL FMV 1216108 1216108 Machinery and Equipment 93783 82900 10883 10883 legal fees 13642 6953 0 6689 Amortization 11288 INFORMATION TECHNOLOGY 57991 30549 27442 INSURANCE 22080 11083 10994 INVESTMENT EXPENSES 3750 3750 MANAGEMENT FEES 53133 53133 MISCELLANEOUS 3449 3449 OIL & GAS MAINTENANCE 15008 15008 PARKING 2086 653 1434 POSTAGE 8566 2277 6289 Rental Expenses 241098 SUPPLIES 1041 -432 1473 TELEPHONE 6093 3229 2864 OIL & GAS ROYALTIES 412099 412099 Pass Through UBI from K-1 53430 Rental Income - Noninvestment Property 281748 Deferred Excise Taxes 6430 167649 EXCISE TAX 45243 PAYROLL TAX 33477 10472 23005