2025-10-29T13:04:00-07:00 2024-12-31 752593210 Sutton Frost Cary LLP 200 E Front St Suite 200 Arlington TX 76011 990PF 2024-01-01 752734032 THE SUMNERS FOUNDATION SUMN 2142202128 2201 WEST ROYAL LANE 100 IRVING TX 75063 T Charles Pierson Executive Dir. 2025-10-29 true true Kimberly D Crawford P00446484 8176498083 2024 2025-03-06 01:10:19Z X 74050556 X 209515 X 940864 940864 1424939 1424939 319994 22429397 319994 17500 227015 132689 3122327 2818486 17500 607171 91075 516096 184866 27730 157136 -610 -153 -458 76099 19025 57074 -21348 4593 26025 12382 12382 48005 12001 36004 76448 19047 57401 2815 704 2111 726860 383756 343105 1712688 570160 1194494 2843410 2843410 4556098 570160 4037904 -1433771 2248326 17500 352487 1021635 1021635 1514102 5981889 5981889 554145 59479 554145 554145 28626 12416 12416 41235441 43488283 43488283 279402 279402 279402 279402 28539485 22617619 22617619 46219 18739 33372 27480 27480 109675 67687 67687 72152069 74050556 74050556 32646 175293 304337 70990 336983 246283 X 71815086 73804273 71815086 73804273 72152069 74050556 71815086 -1433771 3422958 73804273 73804273 PARTNERSHIP CAP GAINS P 2023-01-01 2024-12-31 657070 657070 657070 SCHWAB TREASURY P 2023-01-01 2024-12-31 5027071 5027071 JANUS ENTER FUND P 2023-01-01 2024-06-11 4319205 2916293 1402912 1402912 COSTCO WHOLESALE CO P 2023-01-01 2024-08-26 10523 972 9551 9551 OIL PROPERTIES P 2023-01-01 2024-12-31 902500 6496944 -5594444 -5594444 REAL ESTATE P 2023-01-01 2024-12-31 11432473 7668123 3764350 3764350 SCHWAB CAP GAIN DIST P 2023-01-01 2024-12-31 80555 80555 80555 319994 31252 31252 31252 80718 80718 49466 49466 false false false false false false 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 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 19700 BRANT MARTIN 2201 west royal lane 100 irving TX 75063 Director 2.00 11800 JERRY D REIS 2201 WEST ROYAL LANE 100 IRVING TX 75063 Chairman 2.00 10000 LON R WILLIAMS 2201 WEST ROYAL LANE 100 IRVING TX 75063 VICE CHAIRMAN 2.00 26000 SCOTT M HIGGINBOTHAM 2201 WEST ROYAL LANE 100 IRVING TX 75063 Director 2.00 18075 WILLIAM W MEADOWS 2201 WEST ROYAL LANE 100 IRVING TX 75063 Director 2.00 10000 SHANNON HUTCHESON 2201 WEST ROYAL LANE 100 IRVING TX 75063 Director 2.00 12000 T Charles Pierson 2201 WEST ROYAL LANE 100 IRVING TX 75063 Executive Dir. 40.00 286000 JANEMARIE CLARK 2201 WEST ROYAL LANE 100 IRVING TX 75063 EXEC. ASSISTANT 40.00 84000 EILEEN RESNIK 2201 WEST ROYAL LANE 100 IRVING TX 75063 PROGRAM DIRECTOR 40.00 129499 NONE 43272678 6021211 23640808 72934697 0 72934697 1094020 71840677 3592034 3592034 31252 31252 3560782 3560782 3560782 4037904 4037904 3560782 3648719 4037904 3648719 0 389185 3171597 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 40000 FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE WASHINGTON DC 20009 NONE PC SCHOLARSHIPS TO ATTEND 2024 TFAS DC SUMMER PROGRAM 65400 PHILANTHROPY ROUNDTABLE 1730 M STREET NM WASHINGTON DC 20036 NONE PC ADVANCE CIVIC EDUCATION 20000 SCHREINER UNIVERSITY 2100 SAN ANTONIO HWY KERRVILLE TX 78028 NONE PC SUMNERS SCHOLARSHIP PROGRAM 7500 TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DR FORT WORTH TX 76129 NONE PC INEGAGE & TCU WASHINGTON INTERNSHIP PROGRAM 38825 TEXAS TRIBUNE 823 CONGRESS AVE AUSTIN TX 78701 NONE PC TEXAS TRIBUNE FESTIVAL 100000 TEXAS WESLEYAN UNIVERSITY 1201 WESLEYAN ST FORT WORTH TX 75105 NONE PC SUMNERS SCHOLARSHIP ENDOWMENT 5000 UNIVERSITY OF DALLAS 1845 E NORTHGATE DR IRVING TX 75062 NONE PC SUMNERS SCHOLARSHIP PROGRAMS 45000 YMCA ALBUQUERQUE CENTRAL NM 4701 MONTANO RD NM ALBUQUERQUE NM 87120 NONE PC YOUTH AND GOVERNMENT 125000 YMCA OKLAHOMA CITY 100 W MAIN ST OKLAHOMA CITY OK 73102 NONE PC YOUTH AND GOVERNMENT 125000 AUSTIN COLLEGE 900 N GRAND AVE SHERMAN TX 75090 NONE PC CONSTITUTION DAY PROGRAM ON CAMPUS 7700 WORLD AFFAIRS COUNCIL 325 NORTH ST PAUL STREET 4200 DALLAS TX 75201 NONE PC SUMNERS CIVICS LECTURES 30000 LIBERTAS ACADEMY 33617 E FOWLER AVE TAMPA FL 33617 NONE PC SPRING CIVICS INSTITUTE: INSTRUCTION AND CURRICULUM 18000 FIRST LIBERTY INSTITUTE 2001 PLANO PARKWAY 1600 PLANO TX 75075 NONE PC INTERNSHIP PRORAM FOR SUMNERS SCHOLARS 35000 BRAVER ANGELS 733 THIRD AVENUE FL 16 NEW YORK NY 10017 NONE PC DEPOLARIZATION PROJECT 57000 DALLAS HOLOCAUST HUMAN RIGHTS MUSEU 300 N HOUSTON ST DALLAS TX 75202 NONE PC RULE OF LAW SERIES 25000 SAN ANTONIO REPORT 126 GONZALES ST 100 SAN ANTONIO TX 78205 NONE PC CIVIC ENGAGEMENT REPORTING 15000 TEXAS FFA FOUNDATION 614 EAST 12TH STREET AUSTIN TX 78701 NONE PC LEGISLATIVE LEAD 60000 UNITED STATES ASSN OF FORMER MEMBER 1401 K STREET NW 901 WASHINGTON DC 20005 NONE PC SUMNERS SCHOLARS 132000 YMCA OF AUSTIN 55 NORTH IH-35 AUSTIN TX 78705 NONE PC TEXAS YOUTH AND GOVERNMENT 175000 FORT WORTH REPORT 2003 8TH AVE 300 FORT WORTH TX 76110 NONE PC CIVIC ENGAGEMENT 50000 LUCY BURNS INSTITUTE DBA BALLOTPEDI 8383 GREENWAY BLVD 600 MIDDLETON WI 53562 NONE PC SUMMER BALLOTPEDIA FELLOWSHIP 25000 AMERICAN LEGION TEXAS BOYS STATE PO BOX 140527 AUSTIN TX 78714 NONE PC GENERAL SUPPORT 75000 SCHOLARSHIPS GIVEN 2201 WEST ROYAL LANE 100 IRVING TX 75063 NONE I EDUCATIONAL SCHOLARSHIPS 856100 HOWARD PAYNE UNVERSITY 1000 FISK STREET BROWNWOOD TX 76081 NONE PC 2024 SCHOLAR TRAVEL 7685 LAW FOCUSED EDUCSTATE BAR OF TEXAS 14651 DALLAS PKWY DALLAS TX 75254 NONE PC TRAINING THE NEXT GENERATION 666190 COOK CHILDREN'S HOSPITAL 801 7TH AVE FORT WORTH TX 76104 NONE PC GENERAL SUPPORT 15000 OKLAHOMA CITY UNIVERSITY 2501 N BLACKWELDER AVE OKLAHOMA CITY OK 73106 NONE PC CANDIDATE RECRUITING 20000 POWER FOR PARKINSON'S 5555 N LAMAR BLVD C109 AUSTIN TX 78751 NONE PC GENERAL SUPPORT 1010 UNIVERSITY OF HOUSTON 4800 CALHOUN ROAD HOUSTON TX 77004 NONE PC CANDIDATE RECRUITING 1000 2843410 14 940864 14 1424939 18 319994 GRANT RETURN 17500 OIL & GAS ROYALTIES 15 242553 OTHER INCOME 5497 pass through from K-1's 531120 16 -38535 2889815 22997 2912812 false false false false false false false false false false ACCOUNTING FEES 76099 19025 0 57074 Land 279402 279402 279402 AMERRA AGRI FUND II LP FMV 659822 659822 LINX FUND I LP FMV 420686 420686 CAPITAL ROY PARTNERS II FMV ORRI GULF OF MEXICO FMV 210437 210437 ORRI OKLAHOMA #1 FMV 101635 101635 ORRI OKLAHOMA #2 FMV 1225 1225 ORRI KANSAS #1 FMV 4045 4045 ORRI LOUISIANA #1 FMV 4386 4386 ORRI LOUISIANA # 3 FMV 7278 7278 ORRI KANSAS #2 FMV 23153 23153 ORRI WYOMING #1 FMV 100528 100528 PINNACLE IV FMV 473546 473546 AMERRA AGRI FUND III FMV 503463 503463 HACKBERRY CREEK FMV 1905254 1905254 MADISON, LLC FMV 1866382 1866382 AMERRA AGR FUND II ANNEX FMV 523334 523334 PINNACLE V LP FMV 527156 527156 PARR CAPITAL 122 WEST FMV 2486889 2486889 MANOR RV PARK LLC FMV 76461 76461 PAR CAPTIAL-GATEWAY LLC FMV 1049668 1049668 ORRI LOUISIANNA #2 FMV 105 105 MISCELLANEOUS FMV 189327 189327 MACHINE INVESTMENT GROUP FMV 2933380 2933380 PARR CAPITAL CENTREPOINT FMV 2500744 2500744 PINNACLE BATRISTA FMV 806681 806681 SARVIS FMV 640309 640309 COURSE 26 FMV 363585 363585 WP TRUST IV FMV 5055 5055 GOLDEN TREE SELECT PARTNERS FMV 3538857 3538857 CVT NOTE CLASS E LL INSPIRA FMV 498833 498833 ORRI OKLAHOMA #3 FMV 20832 20832 ORRI LOUISIANNA #5 FMV 162 162 ORRI TEXAS #3 FMV 139166 139166 ORRI TEXAS #4 FMV 37452 37452 ORRI NEW MEXICO #2 FMV 4273 4273 DEPLETION FMV 6490 6490 Furniture and Fixtures 46219 18739 27480 27480 LEGAL FEES 610 -153 0 -458 RIGHT OF USE ASSET 109675 67687 67687 75TH ANNIVERSARY 174028 174028 CANDIDATE INTERVIEW EXPENSES 14415 3604 10811 EXPENSES FROM K-1 327399 327399 GRANTS ADMINISTRATION 7224 1806 5418 INFORMATION TECHNOLOGY 65350 16337 49013 INSURANCE 24413 6103 18310 INTERNSHIP EXPENSES 570 142 428 MISCELLANEOUS 7030 1757 5273 office supplies 4832 1208 3624 OIL & GAS MAINTENANCE 68216 17054 51162 POSTAGE 1146 287 860 SCHOLAR/ALUMNI PROGRAMMING 23018 5754 17264 SCHOLARS SOCIALS 4096 1024 3072 SERVICE FEES 2 1 1 STAFF INTERVIEW EXPENSES 3421 855 2566 TELEPHONE 1700 425 1275 GRANT RETURN 17500 OIL & GAS ROYALTIES 242553 242553 OTHER INCOME 5497 pass through from K-1's -38535 -109864 Deferred Excise Taxes 192715 70990 OPERATING LEASE LIABILITY 111621 Rounding 1 EXCISE TAX 51966 PAYROLL TAX 30618 4593 26025