The Summerlee Foundation

What The Summerlee Foundation does

The Summerlee Foundation is a private 501(c)(3) grant-making foundation founded in 1988 by Annie Lee Warren Roberts and headquartered at 5556 Caruth Haven Lane, Dallas, Texas. The foundation operates two distinct program areas: an Animal Protection Program covering companion animals (cats and dogs), wildlife (mountain lions, bobcats, coyotes, black bears), marine mammals, sanctuaries, and emergency animal rescue; and a Texas History Program funding archaeology, archives, libraries, museums, preservation, publications, and scholarly research. The Animal Protection Program operates across the Americas and British Isles, while the Texas History Program focuses on Texas-based organizations and projects. Over $65 million in grants has been distributed across thousands of awards since inception.

The foundation's business model is endowment-funded grantmaking. Revenue is generated from investment returns on the endowment rather than product or service sales; grants are awarded to eligible 501(c)(3) organizations and governmental units through an online Foundant portal, with board review three times per year (February, May, September). Average grant size is approximately $10,000, with individual awards ranging from $1,500 to $100,000; FY 2024-2025 Animal Protection grants totaled $1,367,500. Recipients must wait 18 months between grants, and animal sanctuary applicants must hold GFAS verification or accreditation. The foundation has no proprietary technology product; it uses Foundant as its grants management system and maintains active memberships in Animal Grantmakers, Exponent Philanthropy, and Philanthropy Southwest.

In 2026, Jessica Lee Hamlin became President and Texas History Program Director, succeeding Gary N. Smith after his ten-year tenure; Smith is slated to become Co-Trustee of the related Summerfield G. Roberts Foundation. In 2025, the foundation launched the reimagined Summerlee Sustainable Solutions grant program in partnership with United Spay Alliance and Community Cats Podcast, bundling funding with mentorship and University of the Pacific certification in Community Cat Program Management. A seven-member Board of Directors governs the foundation, which is recognized as an Outstanding Foundation by the Greater Dallas Chapter of the Association of Fundraising Professionals.

Name

The Summerlee Foundation

Legal name

The Summerlee Foundation

Website

https://summerlee.org

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

The Summerlee Foundation is a private 501(c)(3) grant-making foundation founded in 1988 in Dallas, Texas, distributing over $65 million in grants across animal welfare (cats, dogs, wildlife, marine mammals, sanctuaries) and Texas history preservation programs.

Ownership category

akta.pro rank

Product category

Philanthropic Foundation / Grant-Making

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321), Environment, Conservation and Wildlife Organizations (813312)

akta.pro primary industry

Grantmaking & Philanthropic Funds (Institutional Donors) (BPADAOAB)

akta.pro secondary industry

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)

Keywords

• Animal welfare grants
• Texas history preservation
• Nonprofit philanthropy
• Grant-making foundation
• Animal protection funding

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others, Technology or R&D, Marketing or Sales

Revenue model

1. Foundation Endowment: The Summerlee Foundation operates as a private grant-making foundation. Revenue is generated from endowment/investment returns rather than product or service sales. The foundation makes grants to eligible organizations from its endowment.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

The Summerlee Foundation is a private, endowed 501(c)(3) grant-making foundation that awards grants to eligible nonprofit organizations and educational/governmental entities. It operates two program areas: the Animal Protection Program (funding companion animal sterilization, wildlife and marine mammal protection, sanctuaries, and emergency animal rescue) and the Texas History Program (funding archaeology, archives, museums, libraries, preservation, publications, and scholarly research). Grants are awarded through a structured LOI/application process with board review three times per year.

Product overview

The Summerlee Foundation is a philanthropic grant-making organization, not a technology product company. It operates two primary grant programs: the Animal Protection Program and the Texas History Program. The foundation does not offer software products or technology services. Its operations utilize the Foundant online grants management portal for processing applications. The Animal Protection Program funds animal welfare initiatives including companion animal sterilization (cats and dogs), wildlife protection, marine mammal advocacy, and animal sanctuaries. The Texas History Program supports preservation and documentation of Texas history across disciplines including archaeology, archives, libraries, museums, and scholarly research. A notable initiative is the Summerlee Sustainable Solutions Grant Program, administered in partnership with United Spay Alliance, which provides funding combined with mentorship and certification for community cat program management.

Differentiator

Problem solved

Functional benefit

Brands

• Summerlee Sustainable Solutions: A reimagined grant program launched in collaboration with United Spay Alliance and Community Cats Podcast, offering funding with mentorship, strategic planning, and certification in Community Cat Program Management through University of the Pacific, Benerd College.

Products and services

• Animal Protection Program A grant-making program that funds animal welfare initiatives for eligible 501(c)(3) organizations, including companion animal sterilization and vaccination (cats in US/Canada, dogs in Latin America/First Nations), wildlife protection (mountain lions, bobcats, coyotes, black bears), marine mammal advocacy and anti-captivity work, animal sanctuaries, and emergency animal rescue services. Geographic scope spans the Americas and the British Isles, with emphasis on underserved communities.
• Texas History Program A grant-making program that funds projects preserving and documenting Texas history for Texas-based 501(c)(3) organizations and governmental units. Supports archaeology, archives, libraries, media, museums, schools, higher education, preservation, publications, and scholarly research. Requires consultation with the Texas History Program Director before LOI submission.
• Summerlee Sustainable Solutions Grant Program A reimagined grant program providing funding combined with mentorship, strategic planning, and certification in Community Cat Program Management (through University of the Pacific, Benerd College). Launched in collaboration with United Spay Alliance and Community Cats Podcast; the foundation redirects all cat TNR/spay/neuter/rescue proposals to United Spay Alliance under this program.
• Annie Lee Roberts Emergency Animal Rescue Service (EARS) Fund An emergency fund supporting rapid response to animal cruelty, neglect, hoarding, and abandonment cases. Administered by Greater Good Charities (contact Denise Bash, [email protected]); $100,000 grant awarded in FY 2024-2025.

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered core and minor.

• United Spay AlliancecoreStrategic or Co-development Partner · 1 January 2025Partnership for the newly reimagined Summerlee Sustainable Solutions grant program. Provides mentorship, strategic planning, and certification in Community Cat Program Management through University of the Pacific, Benerd College. Application portal opened July 1, 2025. Summerlee Foundation redirects all cat TNR/spay/neuter/rescue proposals to United Spay Alliance.
• Community Cats PodcastminorGTM or Marketing PartnerCollaboration on the Summerlee Sustainable Solutions grant program launch, leveraging the podcast's audience in the community cats space.
• Greater Good CharitiescoreStrategic or Co-development PartnerAdministers the Annie Lee Roberts Emergency Animal Rescue Service (EARS) fund for emergency funding of animal cruelty cases. Contact: Denise Bash at [email protected]. Awarded $100,000 in FY 2024-2025.
• Global Federation of Animal Sanctuaries (GFAS)coreOthersRequired accreditation/verification body for animal sanctuaries seeking Summerlee Foundation grants. Captive wild animal sanctuaries must be verified or accredited by GFAS to be eligible for funding.
• Animal GrantmakersminorOthersNational philanthropy serving organization for animal welfare grant-makers. Summerlee Foundation is an active member.
• Exponent PhilanthropyminorOthersNational philanthropy serving organization. Summerlee Foundation is an active member.
• Philanthropy SouthwestminorOthersRegional philanthropy serving organization for the Southwest region. Summerlee Foundation is an active member. Former Director of Administration Amy Askari previously worked at Philanthropy Southwest.
• Summerfield G. Roberts FoundationcoreOthersSummerlee-related foundation that makes grants in three areas: Texas history, graduate business school scholarships, and medical research. Gary N. Smith will assume position of Co-Trustee with this foundation in 2026.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Greater Good Charities: Greater Good Charities is a national animal welfare and humanitarian nonprofit that administers Summerlee's EARS fund. Comparable as a grantmaker/intermediary channeling donor dollars to animal welfare causes, including emergency rescue.
• PetSmart Charities: PetSmart Charities is a large U.S. animal welfare grantmaking foundation funding companion animal welfare, shelters, and adoption programs. Direct comparison to Summerlee's Animal Protection Program given similar mandate around alleviating animal suffering and funding 501(c)(3) animal welfare grantees.
• The Dallas Foundation: The Dallas Foundation is a community foundation serving the Dallas region through grantmaking, scholarships, and donor-advised funds. Geographic peer sharing the Dallas headquarters and a Texas-focused grantmaking mission.
• Maddie's Fund: Maddie's Fund is a private family foundation dedicated to animal welfare, with grantmaking centered on community sheltering, TNR, and pet lifesaving. Closely comparable to Summerlee's Animal Protection focus, including community cat sterilization initiatives.
• Amon G. Carter Foundation: Amon G. Carter Foundation is a Fort Worth-based private foundation supporting Texas-related causes including arts, education, and historic preservation. Comparable as a long-tenured Texas-focused private grantmaking foundation.
• Pedigree Foundation: Pedigree Foundation is a private corporate-affiliated foundation funding shelter dog welfare and adoption programs. Comparable as a focused animal welfare grantmaking foundation supporting U.S. nonprofit grantees.
• Texas Historical Foundation: Texas Historical Foundation is a grantmaking organization supporting preservation of Texas historic sites, structures, and artifacts. Directly comparable to Summerlee's Texas History Program given the shared focus on funding Texas preservation projects.
• Summerfield G. Roberts Foundation: Summerfield G. Roberts Foundation is a related family foundation that also makes grants in Texas history, alongside graduate business scholarships and medical research. Family-affiliated peer with overlapping Texas history grantmaking mandate.

Broad incumbents

• Communities Foundation of Texas: Communities Foundation of Texas is one of the largest community foundations in the U.S., based in Dallas and managing a broad grantmaking portfolio across education, health, arts, and social services. Comparable as a Texas-based grantmaking peer, though it operates at substantially larger scale across many cause areas.

Others

• Animal Grantmakers: Animal Grantmakers is a national affinity network of foundations funding animal welfare. Membership organization peer where Summerlee is an active member, comparable as the convening body for animal welfare funders.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/summerlee-foundation

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

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M&A

Investments

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Frequently asked questions about The Summerlee Foundation