Summerfield G Roberts Foundation
Accepts applications
Summerfield G Roberts Foundation is a private foundation in Dallas, Texas. In tax year 2025 it gave $597,541 in 19 grants; the typical grant was $20,000 and the largest $100,000. It accepts applications; its filing gives the instructions below.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$597,541
- Number of grants19
- Typical grant$20,000
- Largest grant$100,000
- Assets$14.9 million
- New grantees68%
Giving in 2025 was down from $662,285 the year before.
68% of its 2025 grantees had not received a grant from it the year before, a sign it is open to new organizations.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $455,233 | 11 | $13.3 million |
| 2024 | $662,285 | 15 | $13.5 million |
| 2025 | $597,541 | 19 | $14.9 million |
How to apply
| Contact | Mr David D Jackson 5556 Caruth Haven Ln, Dallas, TX 75225 |
|---|---|
| Phone or email | (214) 363-9000 |
| What to submit | The foundation will provide information regarding the scholarship program to the institutions. Prospective recipients of the awards will complete application forms provided by the institution. |
| Deadlines | Submission deadline is november 1 of each successive year. |
| Restrictions | One-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. |
What Summerfield G Roberts Foundation funds
Where it gives
Its grants went to recipients in 2 states, the most to Texas.
| State | Grants | Amount |
|---|---|---|
| Texas | 18 | $530,875 |
| Louisiana | 1 | $66,666 |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| Southern Methodist University | Scholarships | $100,000 |
| Texas Christian University | Scholarships | $100,000 |
| Alton Ochsner Clinic Foundation | Unrestricted general | $66,666 |
| Children's Medical Center Foundation | Unrestricted general | $50,000 |
| Ut Southwestern Health Systems | Unrestricted general | $50,000 |
| Wipe Out Kid's Cancer Inc | Unrestricted general | $34,000 |
| Texas Center for Schreiner University | Unrestricted general | $25,000 |
| Humanities Texas | Unrestricted general | $25,000 |
| University of Texas Rio Grande Valley FD | Unrestricted general | $22,875 |
| The Admiral Nimitz Foundation | Unrestricted general | $20,000 |
| The Shumla School Inc | Unrestricted general | $20,000 |
| Frontiers of Flight Museum Inc | Unrestricted general | $20,000 |
| Texas A&m University Press | Unrestricted general | $15,000 |
| Texas State Historical Association | Unrestricted general | $10,000 |
| Dallas County Medical Society Alliance | Unrestricted general | $10,000 |
| Alliance for Texas History | Unrestricted general | $10,000 |
| Preservation Austin | Unrestricted general | $9,000 |
| Preservation Dallas | Unrestricted general | $5,000 |
| Gregg County Historical Foundation | Unrestricted general | $5,000 |
Officers and trustees
- Bank of America N A
- David D Jackson
Questions people ask
Does Summerfield G Roberts Foundation accept grant applications?
Yes. Its latest IRS filing says it accepts applications, with this on deadlines: Submission deadline is november 1 of each successive year..
How much does Summerfield G Roberts Foundation give?
$597,541 in tax year 2025, across 19 grants, with a typical grant of $20,000.
Who runs Summerfield G Roberts Foundation?
Its 2025 filing lists Bank of America N A (Co-Trustee) and David D Jackson (Co-Trustee).
What does Summerfield G Roberts Foundation fund?
Based on its grants, mainly education, health and faith communities.