Summerfield G Roberts Foundation
The Summerfield G Roberts Foundation is a private foundation based in Dallas, Texas. It supports Texas history, medical research, and scholarships for graduate studies in business and finance; its 2025 filing also specifies that one-third of income is to support Texas history organizations or colleges and universities working in that field.
Summerfield G Roberts Foundation at a glance
In short: Summerfield G Roberts Foundation gave $598K across 19 grants in 2026 (avg $31K), mostly in Texas. 47% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $597,541
- -9.8% vs 2025
- Grants made (2026)
- 19
- +26.7% vs 2025
- Average grant
- $31,450
- -28.8% vs 2025
- Median grant
- $20,000
- Total assets
- $12,070,334
- +13.0% vs 2025
- New grantees (estimate)
- 47% first-time grantees (9 of 19, 2026; small sample)
- Primary geography
- Texas (89% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Summerfield G Roberts Foundation
- How to Apply
-
For the scholarship program, institutions receive information from the foundation and provide application forms to prospective recipients. The filing does not specify a process for other grant requests.
- Review Cycle
- The 2025 filing states that the submission deadline is November 1 of each successive year. The next stated annual deadline is November 1, 2026.
- Deadline
- The 2025 filing states that the submission deadline is November 1 of each successive year.
- Contact
Application contact: Mr David D Jackson
Mailing address: 5556 Caruth Haven Ln, Dallas, TX 75225
Phone: (214) 363-9000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Summerfield G Roberts Foundation
Who Summerfield G Roberts Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Southern Methodist University ($100K). Together the top 10 received $494K.
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 44 grants of 71 (62%).
Geographic Focus
Where this funder awards grants
In filing year 2026, 89% of grant dollars went to recipients in Texas and 11% to recipients in Louisiana.
Grant Distribution by State
Share of 2026 grant dollars across all 19 itemized grants.
Cities
Is Summerfield G Roberts Foundation open to new grantees?
47%
first-time grantees, 2026
In 2026, 9 of 19 grantees (47%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $20K; repeat grants $42K. How we count
Medians: $15K first-time, $24K repeat.
- 37% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+10%). Method
- In 2026 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $421K (2020) to $662K (2025). In 2026 it made 19 grants totaling $598K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southern Methodist University Dallas, TX | Scholarships | $100,000 |
| Texas Christian University Fort Worth, TX | Scholarships | $100,000 |
| Alton Ochsner Clinic Foundation New Orleans, LA | Unrestricted General | $66,666 |
| Children's Medical Center Foundation Dallas, TX | Unrestricted General | $50,000 |
| UT Southwestern Health Systems Dallas, TX | Unrestricted General | $50,000 |
| Wipe Out Kid's Cancer Inc Dallas, TX | Unrestricted General | $34,000 |
| Texas Center for Schreiner University Kerrville, TX | Unrestricted General | $25,000 |
| Humanities Texas Austin, TX | Unrestricted General | $25,000 |
| University of Texas Rio Grande Valley FD McAllen, TX | Unrestricted General | $22,875 |
| The Admiral Nimitz Foundation Fredericksburg, TX | Unrestricted General | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $12,070,334 | $1,947,280 | $886,581 | $597,541 | 19 | $719,629 | $1,799,535 | $727,121 |
| 2025 | $10,685,903 | $1,206,569 | $923,922 | $662,285 | 15 | $756,855 | $1,048,681 | $675,346 |
| 2024 | $10,371,136 | $609,982 | $668,777 | $455,233 | 11 | $533,939 | $476,005 | $630,495 |
| 2023 | $10,368,588 | $136,262 | $801,743 | $544,553 | 13 | $629,954 | $513,272 | $598,796 |
| 2022 | $10,939,526 | $2,340,724 | $745,593 | $522,820 | 13 | $611,674 | $2,200,285 | $642,689 |
| 2021 | $10,412,160 | $871,455 | $666,034 | $449,612 | 16 | — | $753,699 | $589,066 |
| 2020 | $9,085,268 | $977,819 | $611,140 | $420,882 | 18 | — | $866,995 | $524,602 |
Under IRS private-foundation payout rules, Summerfield G Roberts Foundation reported a distributable amount of $727K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s stated grantmaking areas include Texas history education, medical research, and scholarships for graduate studies in business and finance. Its 2025 filing directs one-third of income to Texas history organizations or colleges and universities for the study, research, and teaching of Texas history.
Grantees’ own descriptions illustrate the range of organizations supported. Southern Methodist University describes its mission as education through research and teaching. Frontiers of Flight Museum says it presents aviation and spaceflight history and innovation through exhibits, collections, programming, and STEM education. The Shumla School describes its work as preserving and studying the ancient narrative murals of the Lower Pecos canyonlands of Texas. Health-related grantees include Children’s Medical Center Foundation, which raises philanthropic contributions to support children’s health care, and Wipe Out Kids’ Cancer, which describes providing support to families and funding pediatric cancer research.
Grantmaking
In filing year 2026, the foundation awarded 19 grants totaling $597,541. Grants ranged from $5,000 to $100,000, with a median of $20,000. The largest listed awards were $100,000 each to Southern Methodist University and Texas Christian University for scholarships. Other notable grants included $66,666 to Alton Ochsner Clinic Foundation for unrestricted general support; $50,000 each to Children’s Medical Center Foundation and UT Southwestern Health Systems for unrestricted general support; and $34,000 to Wipe Out Kids’ Cancer for unrestricted general support.
The foundation’s 2025 filing says it does not restrict giving to preselected organizations. For its scholarship program, the foundation provides information to institutions, and prospective award recipients complete application forms provided by those institutions. The filing states that one-third of income is designated for Texas history organizations or colleges and universities to support the study, research, and teaching of Texas history.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Bank of America N.A. and David D Jackson as co-trustees.
Summerfield G Roberts Foundation's 2026 filing lists 2 officers; all 2 officers listed in 2026 are compensated.
Officers on the 2026 filing
Bank Of America N A
Co-Trustee
On filings since 2020
1 hr/week
$105K (2020) → $129K (2026)
David D. Jackson
Co-Trustee
On filings since 2020
1 hr/week
$36K (2020) → $36K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $129K, to Bank of America N a (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Summerfield G Roberts Foundation
How much does Summerfield G Roberts Foundation give each year?
Summerfield G Roberts Foundation gave $598K across 19 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $662K across 15 grants.
What is Summerfield G Roberts Foundation's typical grant size?
Summerfield G Roberts Foundation's median grant in 2026 was $20,000, and its average grant was $31,450, across 19 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Summerfield G Roberts Foundation that year got $20K on average.
Where does Summerfield G Roberts Foundation give grants?
Summerfield G Roberts Foundation gives mostly in Texas: 89% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Louisiana (11%). The most frequent recipient cities were Dallas, TX (8 grants) and Austin, TX (3 grants).
Does Summerfield G Roberts Foundation give general operating support?
Yes: 89% of Summerfield G Roberts Foundation's 2026 grants with a stated purpose (17 of 19) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Summerfield G Roberts Foundation's largest grantees?
Summerfield G Roberts Foundation's largest 2026 grantees include Southern Methodist University ($100,000), Texas Christian University ($100,000) and Alton Ochsner Clinic Foundation ($66,666), according to its 2026 IRS Form 990-PF. Together they received 45% of its itemized 2026 grant dollars.
How large is Summerfield G Roberts Foundation?
Summerfield G Roberts Foundation reported $12.1M in total assets on its 2026 IRS Form 990-PF. It paid out $720K in qualifying distributions that year, against a required minimum of $727K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Summerfield G Roberts Foundation fund?
The foundation’s stated grantmaking areas include Texas history education, medical research, and scholarships for graduate studies in business and finance. See mission & focus areas ↑
How do I apply for a grant from Summerfield G Roberts Foundation?
For the scholarship program, institutions receive information from the foundation and provide application forms to prospective recipients. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Summerfield G Roberts Foundation's EIN?
Summerfield G Roberts Foundation's EIN (Employer Identification Number) is 75-2341916. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Summerfield G Roberts Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Summerfield G Roberts Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/summerfield-g-roberts-foundation-morg_57bf23d949c344e58f95ced5eb1ee092
BibTeX
@misc{grantable_752341916_2026,
author = {{Grantable}},
title = {{Summerfield G Roberts Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/summerfield-g-roberts-foundation-morg_57bf23d949c344e58f95ced5eb1ee092},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Summerfield G Roberts Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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