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.
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)
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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
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 |
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 include Alton Ochsner Clinic Foundation ($124,285), Texas Tech University ($100,000), University of Texas at Dallas ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DAUGHTERS OF THE REPUBLIC AUSTIN, TX | TEXAS HISTORICAL FIREARMS | $15,000 |
| TEXAS TECH UNIVERSITY LUBBOCK, TX | SCHOLARSHIPS FOR MS IN | $100,000 |
| PRESERVATION DALLAS DALLAS, TX | 2022 JOURNAL LEGACIES FOR | $5,000 |
| ALTON OCHSNER CLINIC FOUNDATION NEW ORLEANS, LA | UNRESTRICTED GENERAL | $124,285 |
| TEXAS CENTER FOR SCHREINER UNI KERRVILLE, TX | UNRESTRICTED GENERAL | $55,000 |
| WITTE MUSEUM SAN ANTONIO, TX | UNRESTRICTED GENERAL | $20,000 |
| UNIVERSITY OF TEXAS RIO GRANDE VALLEY FD MCALLEN, TX | COMMUNITY HISTORICAL | $17,000 |
| THE SHUMLA SCHOOL INC DALLAS, TX | UNRESTRICTED GENERAL | $10,000 |
| TEXAS STATE HISTORICAL ASSOCIATION AUSTIN, TX | SUPPORT FOR TEXAS HISTORY | $10,000 |
| DALLAS HISTORICAL SOCIETY DALLAS, TX | NEW ALAMO DIORAMA - FAIR | $25,000 |
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 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.
Explore Open Grants
Browse active grant opportunities in Summerfield G Roberts Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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