Summer Rest Foundation

Sue M Turner Ttee

Raleigh, NC
Tax-exempt since March 1999
EIN: 56-6534008

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$932k (2024)

Expenses

$564k (2024)

Total Assets

$7.77M (2024)

Total Liabilities

$269k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$932,215

Expenses

$563,714

Net Income

$368,501

Net Assets

$7,502,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$173,229	18.6%
Interest Revenue	$25,382	2.7%
Dividends	$161,473	17.3%
Sales of Assets	$571,884	61.3%
Other Income	$247	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$477,713	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,771,233
Total Liabilities	$268,600
Net Assets	$7,502,633

Compensation

Key Employees and Officers	Compensation	Other
Sue M Turner (Board Chair)	$0	$0
Jay G Loftin Jr (Trustee)	$0	$0
Tish Turner (Executive Director)	$0	$0
Todd Turner (Treasurer)	$0	$0
George Turner (Trustee)	$0	$0

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990-PF

Filed on Nov. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$724,766

Expenses

$644,203

Net Income

$80,563

Net Assets

$7,271,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39,390	5.4%
Dividends	$131,254	18.1%
Sales of Assets	$553,920	76.4%
Other Income	$202	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$572,806	88.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,469,573
Total Liabilities	$198,000
Net Assets	$7,271,573

Compensation

Key Employees and Officers	Compensation	Other
Sue M Turner (Board Chair)	$0	$0
Jay G Loftin Jr (Trustee)	$0	$0
Tish Turner (Executive Director)	$0	$0
Todd Turner (Treasurer)	$0	$0
George Turner (Trustee)	$0	$0

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990-PF

Filed on Nov. 19, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$82,377

Expenses

$577,580

Net Income

-$495,203

Net Assets

$7,191,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,917	16.9%
Dividends	$125,265	> 100%
Sales of Assets	-$57,154
Other Income	$349	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$529,367	91.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,387,410
Total Liabilities	$196,400
Net Assets	$7,191,010

Compensation

Key Employees and Officers	Compensation	Other
Sue M Turner (Board Chair)	$0	$0
Jay G Loftin Jr (Trustee)	$0	$0
Tish Turner (Executive Director)	$0	$0
Todd Turner (Treasurer)	$0	$0
George Turner (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$623,845

Expenses

$486,958

Net Income

$136,887

Net Assets

$7,686,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,711	4.0%
Dividends	$115,922	18.6%
Sales of Assets	$483,026	77.4%
Other Income	$186	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$417,324	85.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,832,713
Total Liabilities	$146,500
Net Assets	$7,686,213

Compensation

Key Employees and Officers	Compensation	Other
Sue M Turner (Board Chair)	$0	$0
Jay G Loftin Jr (Trustee)	$0	$0
Tish Turner (Executive Director)	$0	$0
Todd Turner (Treasurer)	$0	$0
George Turner (Trustee)	$0	$0

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990-PF

Filed on Nov. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$412,338

Expenses

$531,268

Net Income

-$118,930

Net Assets

$7,549,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,928	7.5%
Dividends	$89,570	21.7%
Sales of Assets	$283,616	68.8%
Other Income	$8,224	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$472,155	88.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,633,084
Total Liabilities	$83,758
Net Assets	$7,549,326

Compensation

Key Employees and Officers	Compensation	Other
Sue M Turner (Board Chair)	$0	$0
Jay G Loftin Jr (Trustee)	$0	$0
Tish Turner (Executive Director)	$0	$0
Todd Turner (Treasurer)	$0	$0
George Turner (Trustee)	$0	$0

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990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2019

Revenue

$676,512

Expenses

$502,036

Net Income

$174,476

Net Assets

$7,668,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40,600	6.0%
Dividends	$84,642	12.5%
Sales of Assets	$546,902	80.8%
Other Income	$4,368	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$427,416	85.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,956,934
Total Liabilities	$288,678
Net Assets	$7,668,256

Compensation

Key Employees and Officers	Compensation	Other
Sue M Turner (Board Chair)	$0	$0
Jay G Loftin Jr (Trustee)	$0	$0
Tish Turner (Executive Director)	$0	$0
Todd Turner (Treasurer)	$0	$0
George Turner (Trustee)	$0	$0

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990-PF

Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$814,508

Expenses

$489,143

Net Income

$325,365

Net Assets

$7,493,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$163,519	20.1%
Interest Revenue	$22,786	2.8%
Dividends	$101,486	12.5%
Sales of Assets	$526,400	64.6%
Other Income	$317	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$410,376	83.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,665,817
Total Liabilities	$172,037
Net Assets	$7,493,780

Compensation

Key Employees and Officers	Compensation	Other
Sue M Turner (Trustee)	$0	$0
Jay G Loftin Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$678,203

Expenses

$454,141

Net Income

$224,062

Net Assets

$7,219,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$172,149	25.4%
Interest Revenue	$13,425	2.0%
Dividends	$98,294	14.5%
Sales of Assets	$393,179	58.0%
Other Income	$1,156	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$394,911	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,510,362
Total Liabilities	$290,508
Net Assets	$7,219,854

Compensation

Key Employees and Officers	Compensation	Other
Sue M Turner (Trustee)	$0	$0
Jay G Loftin Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$682,452

Expenses

$392,800

Net Income

$289,652

Net Assets

$7,051,149

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$338,661	49.6%
Interest Revenue	$1,015	0.1%
Dividends	$114,409	16.8%
Sales of Assets	$222,274	32.6%
Other Income	$6,093	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$341,891	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,209,657
Total Liabilities	$158,508
Net Assets	$7,051,149

Compensation

Key Employees and Officers	Compensation	Other
Sue M Turner (Trustee)	$0	$0
Jay G Loftin Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$574,540

Expenses

$439,770

Net Income

$134,770

Net Assets

$6,810,554

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$266,623	46.4%
Interest Revenue	$5,240	0.9%
Dividends	$65,400	11.4%
Sales of Assets	$240,060	41.8%
Other Income	-$2,783

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$371,135	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,005,087
Total Liabilities	$194,533
Net Assets	$6,810,554

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,047,515

Expenses

$471,943

Net Income

$575,572

Net Assets

$6,774,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$268,466	25.6%
Interest Revenue	$4,025	0.4%
Dividends	$83,551	8.0%
Sales of Assets	$694,997	66.3%
Other Income	-$3,524

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$376,419	79.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,925,973
Total Liabilities	$151,400
Net Assets	$6,774,573

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$218,429

Expenses

$450,042

Net Income

-$231,613

Net Assets

$6,279,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,451	6.2%
Dividends	$89,157	40.8%
Sales of Assets	$149,029	68.2%
Other Income	-$33,208

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$362,063	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,279,559
Total Liabilities	$0
Net Assets	$6,279,559

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$511,676

Expenses

$376,606

Net Income

$135,070

Net Assets

$6,511,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$156,243	30.5%
Interest Revenue	$14,448	2.8%
Dividends	$70,265	13.7%
Sales of Assets	$289,913	56.7%
Other Income	-$19,193

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,499	80.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,764,172
Total Liabilities	$253,000
Net Assets	$6,511,172

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$460,281

Expenses

$327,464

Net Income

$132,817

Net Assets

$6,416,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$72,586	15.8%
Interest Revenue	$550	0.1%
Dividends	$188,672	41.0%
Sales of Assets	$200,348	43.5%
Other Income	-$1,875

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$303,703	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,416,447
Total Liabilities	$0
Net Assets	$6,416,447

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Summer Rest Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $932k (2024)

Expenses $564k (2024)

Total Assets $7.77M (2024)

Total Liabilities $269k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$932k (2024)

Expenses

$564k (2024)

Total Assets

$7.77M (2024)

Total Liabilities

$269k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001