2017-10-05T09:09:51-07:00 2016-12-31 Sutton Frost Cary LLP 600 Six Flags Dr Suite 600 Arlington TX 76011 990PF 2016-01-01 752734032 HATTON W SUMNERS FOUNDATION FOR THE STUDY & TEACHING OF SELF-GOVERNMENT INC HATT 2142202128 325 N ST PAUL STREET DALLAS TX 75201 DAVID G DRUMM Chairman 2017-10-05 true Kimberly D Crawford P00446484 8176498083 2016 2021-01-29 14:40:06Z X 59353571 X 31300 831467 831467 621213 621213 286180 11905912 286180 720306 475397 2490466 2214257 609332 319051 290281 48271 25262 23009 488 488 25000 12500 12500 67102 19316 10352 51801 51801 47528 23764 23764 121243 336 120907 1565 88 1477 513820 217450 35364 1486150 670056 517654 2401868 2551868 3888018 670056 3069522 -1397552 1544201 277256 436510 436510 496658 1820369 1820369 156429 128158 156429 156429 48644 72056 72056 28583109 25532642 25532642 279402 279402 279402 279402 6256210 4389853 4389853 23304809 26627846 26627846 122016 83552 47402 38464 38464 59421648 59353571 59353571 153578 15040 60867 214445 15040 X 59207203 59338531 59207203 59338531 59421648 59353571 59207203 -1397552 1528880 59338531 59338531 BROADVIEW OPPORTUNITY FUND P 2010-01-01 2016-10-31 425000 486222 -61222 -61222 LAZARD INTL EQUTY P 2010-01-01 2016-10-31 380000 386775 -6775 -6775 LEGG MASON CLEARRIDGE P 2010-01-01 2016-10-31 3685409 4132761 -447352 -447352 NUANCE CONCENTRATED VALUE P 2016-01-01 2016-10-31 450000 458536 -8536 -8536 VANGUARD INSTITUTIONAL INDEX P 2010-01-01 2016-01-01 3515000 2813473 701527 701527 WILLIAMS BLAIR EMERGING MARKETS P 2010-01-01 2016-10-31 320000 283017 36983 36983 HERITAGE BUILDING P 2010-01-01 2016-01-15 692600 612840 79760 79760 GRAHAM ASSET SALE P 2010-01-01 2016-06-30 413791 468995 -55204 -55204 LINX FUND i P 2010-01-01 2016-06-30 2024112 1977113 46999 46999 286180 -8536 false 3180483 68089950 0.04671 2817981 63287615 0.04453 2912987 61461439 0.04740 2881245 58725473 0.04906 2633733 58207876 0.04525 0.232942 0.046588 62925510 2931574 15442 2947016 3069522 X 15442 15442 15442 106214 106214 90772 90772 false false false false false true true false true true TX true false false false false true WWW.HATTONSUMNERS.ORG HUGH C AKIN 2142202128 325 NORTH ST PAUL SUITE 3920 DALLAS TX 752013821 false false false false true false false false false false false true false false false false false false false false false false false false false false DAVID G DRUMM 901 MAIN STREET STE 500 DALLAS TX 752023767 Chairman 2.00 29909 CHARLES L MOORE 5901-J WYOMING BLVD NE 154 ALBUQUERQUE NM 87109 VICE CHAIRMAN 2.00 25122 JERRY D REIS 6012 W CAMPUS CIRCLE DR 210 IRVING TX 75063 Treasurer 2.00 19545 LON R WILLIAMS 2501 N HARWOOD SUITE 1900 DALLAS TX 75201 Secretary 2.00 24911 W DALE CRANE PO BOX 92817 SOUTHLAKE TX 76092 Director 2.00 25000 SCOTT M HIGGINBOTHAM 125 BELLAIRE AVENUE DUMAS TX 79029 Director 2.00 24752 WILLIAM W MEADOWS 421 W 3RD STREET SUITE 800 FORT WORTH TX 76102 Director 2.00 21374 HUGH C AKIN 325 N ST PAUL ST STE 3920 DALLAS TX 75201 Executive Dir. 40.00 170500 24675 MIKE MCELROY 325 N ST PAUL ST STE 3920 DALLAS TX 75201 Controller 40.00 83750 12563 BETH VAN DUYNE 325 N ST PAUL ST STE 3920 DALLAS TX 75201 Director 2.00 19663 BRANT C MARTIN 325 N ST PAUL ST STE 3920 DALLAS TX 75201 Director 2.00 18648 WENDY WERNER 325 N ST PAUL STREET STE 3920 DALLAS TX 75201 EXEC. ASSISTANT 40.00 70100 10515 NONE 26928308 2367317 34588141 63883766 0 63883766 958256 62925510 3146276 3146276 15442 15442 3130834 3130834 3130834 3069522 3069522 15442 3054080 3130834 2767892 3069522 2767892 0 301630 2829204 HUGH C AKIN 325 N ST PAUL STREET SUITE 3920 DALLAS TX 752013821 2142202128 HUGH@HATTONSUMNERS.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 45000 THE BILL OF RIGHTS INSTITUTE 200 NORTH GLEBE ROAD ARLINGTON VA 22203 NONE PC CONSTITUTION SEMINAR N.M. 25000 FOUNDATION FOR TEACHING ECONOMICS 260 RUSSELL BLVD DAVIS CA 95616 NONE PC ECONOMICS EDUCATION PROGRAM 75000 FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE WASHINGTON DC 20009 NONE PC UNDERGRAD SCHOLARSHIPS TO WASHINGTON D.C. 48475 GLASSHOUSE POLICY 1408 E 13TH STREET AUSTIN TX 78702 NONE PC Online Public Policy Development 50000 HOWARD PAYNE UNIVERSITY 1000 FISK STREET BROWNWOOD TX 76801 NONE PC Scholarship Program Development 10000 HUSTON-TILLOTSON COLLEGE 900 CHICON STREET AUSTIN TX 78702 NONE PC SUMNERS SCHOLARSHIPS 72000 IGNITE TEXAS PO BOX 300182 AUSTIN TX 78703 NONE PC CIVIC/POLITICAL ENGAGEMENT BY YOUNG WOMEN 25000 INSTITUTE FOR POLICY INNOVATION 1660 S INTERSTATE 35-E LEWISVILLE TX 75067 NONE PC HWS DISTINGUISHED LECTURES (#1 OF 2) 75000 LAW FOCUSED EDUCSTATE BAR OF TEXAS 14651 DALLAS PKWY DALLAS TX 75254 NONE PC "BEING AN AMERICAN" CURRICULUM 27728 NEW MEXICO FIRST 505 MARQUETTE AVE ALBUQUERQUE NM 87102 NONE PC IMPLEMENT PUBLIC EDUCATION AFTER TOWN HALL MEETING 70000 NEW MEXICO STATE UNIVERSITY FOUNDATION 1780 E UNIVERSITY AVE LAS CRUCES NM 88003 NONE PC DOMENICI PUBLIC POLICY CONFERENCE 25000 PHILANTHROPY ROUNDTABLE 1730 M STREET NM WASHINGTON DC 20036 NONE PC GENERAL SUPPORT AND ALLIANCE FOR CHARITABLE REFORM 8000 SCHREINER UNIVERSITY 2100 SAN ANTONIO HWY KERRVILLE TX 78028 NONE PC WHITEHURST AWARDS 4500 SMU UNDERGRADUATE SCHOOL PO BOX 750100 DALLAS TX 75275 NONE PC JOHN G. TOWER SUPPLEMENT TO ENDOWMENT 20000 SOUTHWESTERN UNIVERSITY 1001 E UNIVERSITY AVE GEORGETOWN TX 78626 NONE PC SUMNERS SCHOLARSHIP PROGRAM 80000 ST EDWARDS UNIVERSITY 3001 S CONGRESS AVE AUSTIN TX 78704 NONE PC SUMNERS SCHOLARSHIP PROGRAM 80000 TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DR FORT WORTH TX 76129 NONE PC DISTINGUISHED SCHOLARS (FORMERLY PARTIAL TUITION) 70000 TEXAS TRIBUNE 823 CONGRESS AVE AUSTIN TX 78701 NONE PC FESTIVAL, CONVERSATION SERIES & SYMPOSIUMS ON PUBLIC POLICY 100000 TEXAS WESLEYAN UNIVERSITY 1201 WESLEYAN ST FORT WORTH TX 75105 NONE PC SCHOLARSHIP PROGRAM DEVELOPMENT 6000 UNIVERSITY OF DALLAS 1845 E NORTHGATE DR IRVING TX 75062 NONE PC SUMNERS SCHOLARSHIP PROGRAM 100000 UNIVERSITY OF NORTH TEXAS FOUNDATION 1155 UNION CIRCLE DENTON TX 76203 NONE PC PUBLIC ADM. FELLOWSHIPS/LIVING ALLOWANCE 153500 UNIVERSITY OF TEXAS AT AUSTIN BOX 8058 AUSTIN TX 78712 NONE PC ANNETTE STRAUS INSTITUTE- NEW POLITICS FORUM 175000 UNIVERSITY OF SOUTHWEST 6610 N LOVINGTON HWY HOBBS NM 88242 NONE PC HWS RESPONSIBLE CITIZENSHIP SERIES 18000 WOODROW WILSON HS COMMUNITY FOUNDATION 100 S GLASSGOW DALLAS TX 75214 NONE PC TEXAS LEADERSHIP PROGRAM 15000 YMCA ALBUQUERQUE CENTRAL NM 4701 MONTANO RD NM ALBUQUERQUE NM 87120 NONE PC YOUTH AND GOVERNMENT 75000 TEXAS STATE ALLIANCE OF OF YMCAS 3208 RED RIVER ST AUSTIN TX 78705 NONE PC YOUTH AND GOVERNMENT 155000 YMCA OKLAHOMA CITY 100 W MAIN ST OKLAHOMA CITY OK 73102 NONE PC YOUTH AND GOVERNMENT 81175 AUSTIN COLLEGE 900 N GRAND AVE SHERMAN TX 75090 NONE PC CRIMINAL LAW SYMPOSIUM 750 AUSTIN COLLEGE 900 N GRAND AVE SHERMAN TX 75090 NONE PC PUBLIC ADMINISTRATION SYMPOSIUM 750 THE BILL OF RIGHTS INSTITUTE 200 NORTH GLEBE ROAD ARLINGTON VA 22203 NONE PC "TEXAS CITIZEN BEE" PROGRAM MAINTANANCE 1440 FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE WASHINGTON DC 20009 NONE PC SUMNERS SCHOLARSHIPS 4000 LAW FOCUSED EDUCSTATE BAR OF TEXAS 14651 DALLAS PKWY DALLAS TX 75254 NONE PC TEACHER TRAINING INSTITUTE ON THE FOUNDING DOCUMENTS 300000 LAW FOCUSED EDUCSTATE BAR OF TEXAS 14651 DALLAS PKWY DALLAS TX 75254 NONE PC TEXAS CITIZEN BEE COMPETITION 40000 SCHREINER UNIVERSITY 2100 SAN ANTONIO HWY KERRVILLE TX 78028 NONE PC SCHOLARSHIP PROGRAM DEVELOPMENT 8000 UNIVERSITY OF TEXAS AT AUSTIN BOX 8058 AUSTIN TX 78712 NONE PC LBJ SCHOOL LEADERSHIP CONFERENCE 2006-2018 180000 NATIONAL CENTER FOR POLICY ANALYSIS 14180 DALLAS PARKWAY 350 DALLAS TX 75254 NONE PC HATTON W. SUMNERS LECTURES 75000 TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DR FORT WORTH TX 76129 NONE PC iENGAGE SUMMER CIVICS INSTITUTE 25000 WORLD AFFAIRS COUNCIL 325 NORTH ST PAUL STREET 4200 DALLAS TX 75201 NONE PC CIVIC PARTICIPATION LECTURE SERIES 7200 INSTITUTE FOR POLICY INNOVATION 1660 S INTERSTATE 35-E LEWISVILLE TX 75067 NONE PC HWS DISTINGUISHED LECTURES 2 NEW IN 2017 150000 LIBERTAS ACADEMY 33617 E FOWLER AVE TAMPA FL 33617 NONE PC SPRING CIVICS INSTITUTE: INSTRUCTION AND CURRICULUM 15000 TEXAS STATE UNIVERSITY 601 UNIVERSITY SAN MARCOS TX 78666 NONE PC DISCOURSE IN DEMOCRACY PROJECT 5350 FOUNDATION FOR RESPONSIBLE TELEVISI 2904 FLOYD STREET DALLAS TX 75204 NONE PC MCCUISTION PROGRAMS 50000 2551868 14 831467 14 621213 531120 -16097 18 239181 46999 OIL & GAS ROYALTIES 15 475397 -16097 2167258 46999 2198160 false false false false false false false false false false X X 1 C GREGORY RODGERS 1370 BENT TRAIL SOUTHLAKE TX 76092 10000 X ACCOUNTING FEES 25000 12500 0 12500 VANGUARD VINIX US BANK 8809861 8809861 BROADVIEW OPPORTUNITY 3743999 3743999 NUANCE CONCENTRATE VALUE 3901939 3901939 BLAIRE BESIX-US BANK 2369941 2369941 LAZARD INTERNATIONAL STRATEGY 2987987 2987987 JMGRX-JANIS ENTER FUND 3718915 3718915 Land 279402 279402 279402 AMERRA AGRI FUND II LP FMV 1467359 1467359 WHITEBOX MULTI STRATEGY FUND FMV 3435509 3435509 K-18 ML WELSH CARSON FMV 178800 178800 ML-K-18-WP TRUST IV FMV 84447 84447 KAYNE ANDERSON RE PTNR FMV 499161 499161 LINX FUND I LP FMV 4439839 4439839 CAPITAL ROY PARTNERS II FMV 1879908 1879908 TIDELAND ROYALTY TRUST "B" FMV 44955 44955 ORRI GULF OF MEXICO FMV 451983 451983 ORRI OFFSHORE #2 FMV 281163 281163 ORRI OKLAHOMA #1 FMV 188039 188039 ORRI OKLAHOMA #2 FMV 132856 132856 ORRI KANSAS FMV 67822 67822 ORRI LOUISIANA FMV 3545 3545 ORRI TEXAS FMV 6456 6456 ORRI OKLAHOMA #3 FMV 43884 43884 ORRI NEW MEXICO #1 FMV 55337 55337 ORRI TEXAS #2 FMV 27778 27778 ORRI TEXAS #3 FMV 50659 50659 ORRI TEXAS #4 FMV 92064 92064 ORRI LOUISIANA #2 FMV 352 352 ORRI LOUISIANA # 3 FMV 19830 19830 ORRI TEXAS #5 FMV 48942 48942 ORRI NEW MEXICO #2 FMV 4416 4416 ORRI TEXAS # 6 FMV 20793 20793 ORRI LOUISIANA #5 FMV 60240 60240 ORRI KANSAS #2 FMV 128578 128578 ORRI WYOMING #1 FMV 202245 202245 MADISON 1600 VICEROY FMV 314571 314571 BACELINE NO DEBT RE FD FMV 477167 477167 BACELINE NOP DEBT III FMV 499784 499784 BRIARGROVE PLACE OFFICE BUILDING FMV 1563609 1563609 TALON 2525 MCKINNON FMV 991279 991279 HERITAGE OFFICE BUILDING (PAR CAPITAL) FMV 732070 732070 PINNACLE IV FMV 2239988 2239988 AMERRA AGRI FUND III FMV 1125382 1125382 HACKBERRY CREEK FMV 1754308 1754308 MADISON, LLC FMV 3012728 3012728 Machinery and Equipment 122016 83552 38464 38464 LEGAL FEES 488 488 0 0 INFORMATION TECHNOLOGY 14157 14157 INSURANCE 24052 24052 INVESTMENT EXPENSES 154291 150734 3557 NEWSLETTER PROGRAM 6123 6123 OIL & GAS MAINTENANCE 22000 22000 PARKING 6550 3275 3275 POSTAGE 1201 470 731 Rental Expenses 261006 REPAIRS & MAINTENANCE 1496 1472 24 ROYALTY OIL & GAS EXPENSE 8455 8455 SUPPLIES 4473 1984 2489 TELEPHONE 10016 5008 5008 OIL & GAS ROYALTIES 475397 475397 Rental Income - Noninvestment Property 244909 EXCISE TAX 37434 PAYROLL TAX 21893 11541 10352 PROPERTY TAX 7775 7775