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The Summerfield G Roberts Foundation

Historical Funder

Dallas, Texas · EIN 75-2341916 · Private foundation

Grants paid (2025)$598K
Organizations funded19
Typical grant$20,000
Total assets$14.9M

Half of its grants to organizations were between $10,000 and $50,000.

From the return

How to apply

The foundation filed the following application information (Form 990-PF Part XV, tax year 2025):

ContactMR DAVID D JACKSON
Address5556 CARUTH HAVEN LN, DALLAS TX 75225
Phone2143639000
EmailN/A
Form and materialsTHE FOUNDATION WILL PROVIDE INFORMATION REGARDING THE SCHOLARSHIP PROGRAM TO THE INSTITUTIONS. PROSPECTIVE RECIPIENTS OF THE AWARDS WILL COMPLETE APPLICATION FORMS PROVIDED BY THE INSTITUTION.
DeadlinesSUBMISSION DEADLINE IS NOVEMBER 1 OF EACH SUCCESSIVE YEAR.
RestrictionsONE-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.

Copied as filed. Deadlines on a tax return describe the foundation's usual process; they are not confirmation of a current open cycle.

What it funds

Share of grant lines on the latest return, classified from the purpose each grant states.

  • Arts & Culture6
  • Education2
  • Health2
  • Community Development1

Where it gives

5% of grants went outside Texas.

Grants paid in tax year 2025

RecipientLocationPurposeAmount
Southern Methodist UniversityDallas, TXScholarships$100,000
Texas Christian UniversityFort Worth, TXScholarships$100,000
Alton Ochsner Clinic FoundationNew Orleans, LAUnrestricted general$66,666
Children's Medical Center FoundationDallas, TXUnrestricted general$50,000
Ut Southwestern Health SystemsDallas, TXUnrestricted general$50,000
Wipe Out Kid's Cancer IncDallas, TXUnrestricted general$34,000
Texas Center for Schreiner UniversityKerrville, TXUnrestricted general$25,000
Humanities TexasAustin, TXUnrestricted general$25,000
University of Texas Rio Grande Valley FdMcallen, TXUnrestricted general$22,875
The Admiral Nimitz FoundationFredericksburg, TXUnrestricted general$20,000
The Shumla School IncDallas, TXUnrestricted general$20,000
Frontiers of Flight Museum IncDallas, TXUnrestricted general$20,000
Texas A&m University PressCollege Station, TXUnrestricted general$15,000
Texas State Historical AssociationAustin, TXUnrestricted general$10,000
Dallas County Medical Society AllianceDallas, TXUnrestricted general$10,000
Alliance for Texas HistoryKingwood, TXUnrestricted general$10,000
Preservation AustinAustin, TXUnrestricted general$9,000
Preservation DallasDallas, TXUnrestricted general$5,000
Gregg County Historical FoundationLongview, TXUnrestricted general$5,000

Giving by year

Tax yearGrants paidGrant lines
2025$597,54119
2024$662,28515
2023$455,23311

Sources

Facts on this page come from the foundation's own IRS Form 990-PF filings as published by the IRS. Grantvello does not know whether a foundation is accepting proposals right now: a past grant is not an open opportunity. Always confirm current guidelines with the funder before applying.