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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. Total assets have grown from $6.6M in 2011 to $10.4M in 2023. The foundation is governed by 2 officers and trustees. Grantmaking is concentrated in Texas. 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 reported 53 individual grants totaling $2.0 million between 2021 and 2024 across its IRS Form 990-PF filings, with a median grant of $25,000. Half of those grants fell between $15,000 and $50,000. Its largest single grant in the record was $100,000. Its most recent available filing, for fiscal year 2023, reports $668,777 in total giving.
Grantmaking is concentrated in TX, which received 50 of the 53 grants on record (94 percent). Of its 30 distinct grantees, 50 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Mary Crowley Medical Research Center ($194,000), University Of Texas At Dallas - ($190,000) and Texas Tech Foundation Inc ($190,000).
Computed from 53 individual grant records (2021–2024) in this foundation's IRS Form 990-PF Part XV filings, reaching 2 states. Source: IRS 990-PF.
Smallest Grant
$10K
Median Grant
$25K
Average Grant
$28K
Largest Grant
$50K
Based on 16 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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.
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| 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
N/A
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 | 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 |
| Texas Tech Foundation IncSUPPORT FOR MSMRA PROGRAM | Lubbock, TX | $95K | 2023 |
| University Of Texas At Dallas -MBA SCHOLARSHIPS FOR TEXAS | Richardson, 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 |
| University Of Texas Medical BranchSPECIALIZED EQUIPMENT FOR | Galveston, TX | $25K | 2021 |
| Texas A & M University FoundationSUPPORT SGR TEXAS HISTORY | College Station, TX | $25K | 2021 |
| University Of Northtexas Health ScienceCOVID-19 THERAPEUTIC | Denton, TX | $25K | 2021 |
| Schreiner UniversitySUPPORT 'THE OLD 300' | Kerrville, TX | $25K | 2021 |
| Ut Southwestern Medical CenterSUPPORT 2-YEAR CLINICAL | Dallas, TX | $25K | 2021 |
| Dallas Historical SocietyNEW ALAMO DIORAMA - FAIR | Dallas, TX | $20K | 2021 |