Private foundation · EIN 75-2341916

Summerfield G Roberts Foundation

Accepts applications

Dallas, TX

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Tax year 2025 (period ending 2026-03-31) · Filed with IRS 2026 · Data as of 2026-10-24 · View filing on ProPublica · Source: IRS e-file object 202641489349100024
Total assets (EOY)$12,070,334
Grants paid$597,541
Typical (median) grant$20,000
Grants listed19
Giving in home state (TX)89%

Grant size distribution

RangeGrants
Under $5K0
$5K–$25K11
$25K–$100K6
$100K+2

Smallest $5,000 · Largest $100,000

Geographic focus

TX
89%
LA
11%

Common purposes

scholarships

Giving history

Tax yearContributions paidTotal assetsGrants listed
2023$455,233$10,371,13611
2024$662,285$10,685,90315
2025$597,541$12,070,33419

Years shown are the filings ingested so far; more years are added as additional IRS batches are processed.

How to apply

ContactMR DAVID D JACKSON
Address5556 CARUTH HAVEN LN, DALLAS, TX, 75225
Phone2143639000
EmailN/A
Form & 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.

Source: 990-PF Part XV line 2, tax year 2025.

Top recipients (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
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