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The Summerfield G Roberts Foundation is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1991. The principal officer is % Nationsbank Of Texas. It holds total assets of $10.7M. Annual income is reported at $2.4M. According to available records, The Summerfield G Roberts Foundation has made 53 grants totaling $2M, with a median grant of $25K. The foundation has distributed between $450K and $1.1M annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $1.1M distributed across 26 grants. Individual grants have ranged from $2K to $100K, with an average award of $38K. The foundation has supported 30 unique organizations. Grants have been distributed to organizations in Texas and Louisiana. Contributions to this foundation are tax-deductible.
The Summerfield G Roberts Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 53 grants. Its grantmaking reaches organizations primarily in TX, LA.
The Summerfield G Roberts Foundation has distributed a total of $2M across 53 grants. The median grant size is $25K, with an average of $38K. Individual grants have ranged from $2K to $100K.
The application deadline is SUBMISSION DEADLINE IS DECEMBER 31 OF EACH SUCCESSIVE YEAR.. ONE-THIRD OF INCOME TO TEXAS HISTORY ORGANIZATIONS OR COLLEGES OR UNIVERSITIES TO BE USED TOWARD THE SUPPORT OF THE STUDY, RESEARCH & TEACHING OF TEXAS HISTORY.
The Summerfield G Roberts Foundation is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America N A | CO-TRUSTEE | $107K | $0 | $107K |
| David D Jackson | CO-TRUSTEE | $36K | $0 | $36K |
Total Giving
$669K
Total Assets
$10.4M
Fair Market Value
$13.3M
Net Worth
$10.4M
Grants Paid
$455K
Contributions
$0
Net Investment Income
$476K
Distribution Amount
$630K
Total: $10.1M
Total Grants
53
Total Giving
$2M
Average Grant
$38K
Median Grant
$25K
Unique Recipients
30
Most Common Grant
$25K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Texas Christian UniversityNEELEY SCHOOL OF BUSINESS | Fort Worth, TX | $100K | 2024 |
| Mary Crowley Medical Research CenterTHERAPY CLINICAL TRIALS IN | Dallas, TX | $75K | 2024 |
| Smu - Clements CenterSGR COX SCHOOL OF BUSINESS | Dallas, TX | $70K | 2024 |
| Remember The Alamo FoundationUNRESTRICTED GENERAL | San Antonio, TX | $50K | 2024 |
| Texas State Historical AssociationSUPPORT FOR TEXAS HISTORY | Austin, TX | $50K |
JACKSON, WY
EDINA, MN
INDIANAPOLIS, IN
ALLENTOWN, PA
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2024 |
| Children'S Medical Center FoundationCLINICAL RESEARCH | Dallas, TX | $40K | 2024 |
| The Shumla School IncUNRESTRICTED GENERAL | Dallas, TX | $20K | 2024 |
| University Of Texas Rio Grande Valley FdCOMMUNITY HISTORICAL | Mcallen, TX | $20K | 2024 |
| Washington On The Brazos Historical FdnCAPITAL CAMPAIGN; | Washington, TX | $14K | 2024 |
| Fort Chadbourne FoundationSUPPORT COMPLETION OF THE | Bronte, TX | $11K | 2024 |
| Preservation Dallas2022 JOURNAL LEGACIES FOR | Dallas, TX | $5K | 2024 |
| University Of Texas At Dallas -MBA SCHOLARSHIPS FOR TEXAS | Richardson, TX | $95K | 2023 |
| Texas Tech Foundation IncSUPPORT FOR MSMRA PROGRAM | Lubbock, TX | $95K | 2023 |
| Alton Ochsner Clinic FoundationUNRESTRICTED GENERAL | New Orleans, LA | $63K | 2023 |
| Washington On The Brazos HistoricalCAPITAL CAMPAIGN; | Washington, TX | $57K | 2023 |
| University Of Texas SouthwesternPETER O'DONNELL JR BRAIN | Dallas, TX | $40K | 2023 |
| University Of North Texas Health ScienceSUPPORT FOR MULTIPLE | Fort Worth, TX | $40K | 2023 |
| University Of Texas Rio Grande ValleyCOMMUNITY HISTORICAL | Edinburg, TX | $15K | 2023 |
| Museum Of The Stonewall SaloonREPLACE AIR CONDITIONER | Saint Jo, TX | $3K | 2023 |
| Southern Methodist UniversitySGR COX SCHOOL OF BUSINESS | Dallas, TX | $50K | 2021 |
| University Of Texas At DallasJINDAL SCHOOL OF MGMT MBA | Richardson, TX | $50K | 2021 |
| Ochsner Clinic FoundationUNRESTRICTED GENERAL | New Orleans, LA | $50K | 2021 |
| Texas A & M University FoundationSUPPORT SGR TEXAS HISTORY | College Station, TX | $25K | 2021 |
| Ut Southwestern Medical CenterSUPPORT 2-YEAR CLINICAL | Dallas, TX | $25K | 2021 |
| Schreiner UniversitySUPPORT 'THE OLD 300' | Kerrville, TX | $25K | 2021 |
| University Of Northtexas Health ScienceCOVID-19 THERAPEUTIC | Denton, TX | $25K | 2021 |
| University Of Texas Medical BranchSPECIALIZED EQUIPMENT FOR | Galveston, TX | $25K | 2021 |
| Dallas Historical SocietyNEW ALAMO DIORAMA - FAIR | Dallas, TX | $20K | 2021 |
| Communities Foundation Of Texas IncRESTORATION OF JUANITA | Dallas, TX | $10K | 2021 |
| Deep Vellum PublishingTEXAS HISTORY PUBLICATIONS | Dallas, TX | $10K | 2021 |
HOUSTON, TX
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