Summerfield G Roberts Foundation
The Summerfield G Roberts Foundation is a private foundation established in 1990 in Dallas, Texas. It was created at the conclusion of a lifetime trust established by Dallas businessman Summerfield G. Roberts for his wife, Annie Lee Warren Roberts. The foundation operates as a 501(c)(3) organization with tax-exempt status since April 1991.
Key facts about Summerfield G Roberts Foundation
- EIN
- 75-2341916
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $662,285
- Grants made (2025)
- 15
- Average grant
- $44,152
- Median grant
- $25,000
- New grantees (estimate)
- 33% first-time grantees (5 of 15, 2025)
- Total assets
- $10,685,903
- Primary geography
- Texas (81% of itemized 2025 grant dollars)
- Deadline
- November 1 (based on most recent information)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Summerfield G Roberts Foundation funds
By grant dollars, the top recipient states for Summerfield G Roberts Foundation's 15 itemized 2025 grants were Texas (81%) and Louisiana (19%). The most frequent recipient cities were Dallas, TX (5 grants) and Austin, TX (2 grants). 33% of grants with a stated purpose were for general or operating support.
Is Summerfield G Roberts Foundation open to new grantees?
33%
first-time grantees, 2025
In 2025, 5 of 15 grantees (33%) were first-time recipients. First grants averaged $40K; repeat grants $46K. How we count
Medians: $20K first-time, $31K repeat.
- 40% of 2025 grantees were also funded in 2024. Method
- Giving grew 27% from 2022 to 2025. Method
- In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Summerfield G Roberts Foundation
- How to evaluate Summerfield G Roberts Foundation as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$10.7M
+3.0% YoY
Annual Giving
$662K
+45.5% YoY
Grant Count
15
+36.4% YoY
Avg Grant Size
$44K
+6.7% YoY
Under IRS private-foundation payout rules, Summerfield G Roberts Foundation reported a distributable amount of $675K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation provides equal financial assistance across three primary areas:
- Texas History — Support of the study, teaching, research, and dissemination of Texas history
- Medical Research — Scholarships and grants to students and physicians conducting medical research on diseases or disorders of the human body
- Graduate Education — Scholarships for Texas residents pursuing graduate work in business, commerce, finance, and oil and gas
Grantmaking
The foundation is actively engaged in grantmaking with the following characteristics:
Grant Range
** $5,000 to $124,285
Review Cycle
** November 1 (based on most recent information)
Ready to take the next step with Summerfield G Roberts Foundation?
Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations and individuals in Texas, with some activity in Louisiana.
Grant Distribution by State
Share of all 15 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
As of 2025:
- Total Assets: $10,685,903
- Total Revenues: $1,206,569
- Total Expenses: $923,922
- Giving Rate: 4.3% of assets
- Number of Employees: 1
Historical Context: The foundation began with a corpus of approximately $6 million when established in 1990.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $10,685,903 | $10,371,136 | $10,368,588 |
| Revenue | $1,206,569 | $609,982 | $136,262 |
| Expenses | $923,922 | $668,777 | $801,743 |
| Qualifying Distributions | $756,855 | $533,939 | $629,954 |
| Net Investment Income | $1,048,681 | $476,005 | $513,272 |
| Distributable Amount | $675,346 | $630,495 | $598,796 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
68 grants across all recorded years
Open Grants
1 open opportunity from Summerfield G Roberts Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Alton Ochsner Clinic Foundation ($124,285), Texas Tech University ($100,000), University of Texas at Dallas ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALTON OCHSNER CLINIC FOUNDATION New Orleans, LA | UNRESTRICTED GENERAL | $124,285 |
| TEXAS TECH UNIVERSITY Lubbock, TX | SCHOLARSHIPS FOR MS IN | $100,000 |
| UNIVERSITY OF TEXAS AT DALLAS Richardson, TX | MBA SCHOLARSHIPS FOR TEXAS | $100,000 |
| UT SOUTHWESTERN MEDICAL CENTER Dallas, TX | SUPPORT 2-YEAR CLINICAL | $67,500 |
| CHILDREN'S MEDICAL CENTER FOUNDATION Dallas, TX | CLINICAL RESEARCH | $67,500 |
| TEXAS CENTER FOR SCHREINER UNI Kerrville, TX | UNRESTRICTED GENERAL | $55,000 |
| FORT CHADBOURNE FOUNDATION Bronte, TX | SUPPORT COMPLETION OF THE | $36,000 |
| DALLAS HISTORICAL SOCIETY Dallas, TX | NEW ALAMO DIORAMA - FAIR | $25,000 |
| WITTE MUSEUM San Antonio, TX | UNRESTRICTED GENERAL | $20,000 |
| UNIVERSITY OF TEXAS RIO GRANDE VALLEY FD McAllen, TX | COMMUNITY HISTORICAL | $17,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America N.A. serves as Managing Director of the foundation.
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America N a | Co-Trustee | 1 | $121,424 |
| David D Jackson | Co-Trustee | 1 | $36,000 |
Frequently Asked Questions
What does Summerfield G Roberts Foundation fund?
The foundation provides equal financial assistance across three primary areas: 1. **Texas History** — Support of the study, teaching, research, and dissemination of Texas history 2. **Medical Research** — Scholarships and grants to students and physicians conducting medical research on diseases or disorders of the human body 3. **Graduate Education** — Scholarships for Texas residents pursuing graduate work in business, commerce, finance, and oil and gas
How do I apply for a grant from Summerfield G Roberts Foundation?
The foundation is actively engaged in grantmaking with the following characteristics: • **Grant Range:** $5,000 to $124,285 • **Median Grant Size:** $20,000 • **Recent Annual Activity:** Made 13-16 grants annually in recent years • **Total Annual Giving:** Approximately $462,000 to $662,285 • **Application Status:** Accepts applications • **Application Deadline:** November 1 (based on most recent information) Recent grantees have included Southern Methodist University, Theta Education Foundatio…
Where does Summerfield G Roberts Foundation make grants?
The foundation primarily funds organizations and individuals in Texas, with some activity in Louisiana.
What size grants does Summerfield G Roberts Foundation award?
In 2025, Summerfield G Roberts Foundation awarded 15 grants totaling $662K — an average of about $44K per grant, based on its IRS Form 990 filings.
How much is Summerfield G Roberts Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Summerfield G Roberts Foundation reported a distributable amount of $675K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.