The Texas State Capitol

Form 990-PFTax year 2025EIN 75-2341916

Summerfield G Roberts Foundation

A private foundation in Dallas, TX. Its return for tax year 2025 lists 19 grants and $597,541 paid in grants.

Tax year 2025 (period ending Mar 31, 2026), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact person
On file
Phone
On file
Email
On file
Mailing address
On file
Form and materials
On file
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.

Contact person, phone, email, mailing address and application materials on file. See them with a plan.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $597,541

    Grants listed
    19
    Assets, end of year
    $12,070,334
  • Tax year 2024

    $662,285

    Grants listed
    15
    Assets, end of year
    $10,685,903
  • Tax year 2023

    $455,233

    Grants listed
    11
    Assets, end of year
    $10,371,136
  • Tax year 2022

    $544,553

    Grants listed
    13
    Assets, end of year
    $10,368,588
  • Tax year 2021

    $522,820

    Grants listed
    13
    Assets, end of year
    $10,939,526
  • Tax year 2020

    $449,612

    Grants listed
    16
    Assets, end of year
    $10,412,160
  • Tax year 2019

    $420,882

    Grants listed
    18
    Assets, end of year
    $9,085,268

Grants paid in 2025

19 grants, largest first

As listed on the return.

  1. Southern Methodist UniversityDallas, TX

    Scholarships

    $100,000
  2. Texas Christian UniversityFort Worth, TX

    Scholarships

    $100,000
  3. Alton Ochsner Clinic FoundationNew Orleans, LA

    Unrestricted general

    $66,666
  4. Children's Medical Center FoundationDallas, TX

    Unrestricted general

    $50,000
  5. UT Southwestern Health SystemsDallas, TX

    Unrestricted general

    $50,000
  6. Wipe Out Kid's Cancer IncDallas, TX

    Unrestricted general

    $34,000
  7. Texas Center for Schreiner UniversityKerrville, TX

    Unrestricted general

    $25,000
  8. Humanities TexasAustin, TX

    Unrestricted general

    $25,000
  9. University of Texas Rio Grande Valley FDMcAllen, TX

    Unrestricted general

    $22,875
  10. The Admiral Nimitz FoundationFredericksbrg, TX

    Unrestricted general

    $20,000
  11. The Shumla School IncDallas, TX

    Unrestricted general

    $20,000
  12. Frontiers of Flight Museum IncDallas, TX

    Unrestricted general

    $20,000
  13. Texas A&M University PressCollege Station, TX

    Unrestricted general

    $15,000
  14. Texas State Historical AssociationAustin, TX

    Unrestricted general

    $10,000
  15. Dallas County Medical Society AllianceDallas, TX

    Unrestricted general

    $10,000
  16. Alliance for Texas HistoryKingwood, TX

    Unrestricted general

    $10,000
  17. Preservation AustinAustin, TX

    Unrestricted general

    $9,000
  18. Preservation DallasDallas, TX

    Unrestricted general

    $5,000
  19. Gregg County Historical FoundationLongview, TX

    Unrestricted general

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education2 grants $200,00050% of the total
  2. Health2 grants $100,00025% of the total
  3. Arts and culture6 grants $94,00023% of the total
  4. Community development1 grant $10,0002% of the total

By State

Grants to organizations with a US address, latest year.

  1. Texas18 grants $530,875
  2. Louisiana1 grant $66,666

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Bank of America N ACO-TRUSTEE Hours 1Pay $129,471
  • David D JacksonCO-TRUSTEE Hours 1Pay $36,000

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. TUW Essie W KrausmanDallas, TX 2 grants Accepts applications $600,684 giving
  2. Roy Gene & Pamela Evans FoundationDallas, TX 23 grants Preselected only $610,700 giving
  3. James M Collins FoundationDallas, TX 52 grants Accepts applications $583,449 giving
  4. TR U-W Albert F PattonDallas, TX 5 grants Preselected only $612,489 giving
  5. Johnson Fe Trust UW Article 3rdDallas, TX 6 grants Preselected only $613,622 giving