SUMMERFIELD G ROBERTS FOUNDATION
https://NONETotal Given 2017–2025
$3.4M
100 grants · $378K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$25K
typical mid grants · $10K–$50K
grant size
47%
supporter · 26/55 multi-year
repeat
$13.0M
Assets · 2022
55
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
MR DAVID D JACKSON
Phone
8888663275
Deadlines
SUBMISSION DEADLINE IS DECEMBER 31 OF EACH SUCCESSIVE YEAR.
How to Apply
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.
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.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $391K | $9.3M | $601K | 16 |
| 2018 | $376K | $10.0M | $786K | 16 |
| 2021 | $450K | $13.0M | $871K | 16 |
| 2022 | $523K | $13.0M | $2.3M | 13 |
| 2023 | $545K | $12.8M | $136K | 13 |
| 2024 | $455K | $13.3M | $610K | 11 |
| 2025 | $662K | $13.5M | $1.2M | 15 |
Grant Size Distribution
Based on 100 grants on record
Minimum
$2K
25th Pctl
$10K
Median
$25K
Average
$34K
75th Pctl
$50K
Maximum
$125K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| BANK OF AMERICA N A | CO-TRUSTEE | $121K |
| DAVID D JACKSON | CO-TRUSTEE | $36K |
Grants Awarded (100 total)
| Purpose | ||||
|---|---|---|---|---|
| TEXAS A & M UNIVERSITY - | COLLEGE STATION, TX | $125,000 | SGR FOUNNDATION MBA | 2018 |
| ALTON OCHSNER CLINIC FOUNDATION | NEW ORLEANS, LA | $124,285 | UNRESTRICTED GENERAL | 2025 |
| UNIVERSITY OF TEXAS AT DALLAS | RICHARDSON, TX | $100,000 | MBA SCHOLARSHIPS FOR TEXAS | 2017 |
| TEXAS TECH UNIVERSITY | LUBBOCK, TX | $100,000 | SCHOLARSHIPS FOR MS IN | 2025 |
| TEXAS CHRISTIAN UNIVERSITY | FORT WORTH, TX | $100,000 | NEELEY SCHOOL OF BUSINESS | 2024 |
| UNIVERSITY OF TEXAS AT DALLAS | RICHARDSON, TX | $100,000 | MBA SCHOLARSHIPS FOR TEXAS | 2025 |
| UNIVERSITY OF TEXAS AT DALLAS - | RICHARDSON, TX | $95,000 | MBA SCHOLARSHIPS FOR TEXAS | 2023 |
| TEXAS TECH FOUNDATION INC | LUBBOCK, TX | $95,000 | SUPPORT FOR MSMRA PROGRAM | 2023 |
| SOUTHERN METHODIST UNIVERSITY | DALLAS, TX | $85,204 | SGR COX SCHOOL OF BUSINESS | 2022 |
| TEXAS CHRISTIAN UNIVERSITY | FORT WORTH, TX | $85,203 | NEELEY SCHOOL OF BUSINESS | 2022 |
| UNIVERSITY OF TEXAS MEDICAL BRANCH | GALVESTON, TX | $80,000 | NANOSIGHT NANPARTICLE | 2017 |
| MARY CROWLEY MEDICAL RESEARCH CENTER | DALLAS, TX | $75,000 | THERAPY CLINICAL TRIALS IN | 2024 |
| SMU - CLEMENTS CENTER | DALLAS, TX | $70,000 | SGR COX SCHOOL OF BUSINESS | 2024 |
| CHILDREN'S MEDICAL CENTER FOUNDATION | DALLAS, TX | $67,500 | CLINICAL RESEARCH | 2025 |
| UT SOUTHWESTERN MEDICAL CENTER | DALLAS, TX | $67,500 | SUPPORT 2-YEAR CLINICAL | 2025 |
| ALTON OCHSNER CLINIC FOUNDATION | NEW ORLEANS, LA | $63,271 | UNRESTRICTED GENERAL | 2023 |
| UNIVERSITY OF TEXAS MEDICAL AT GALVESTON | GALVESTON, TX | $57,000 | DEVELOPE VACCINE AGAINST | 2022 |
| MARY CROWLEY MEDICAL RESEARCH CENTER | DALLAS, TX | $57,000 | THERAPY CLINICAL TRIALS IN | 2022 |
| WASHINGTON ON THE BRAZOS HISTORICAL | WASHINGTON, TX | $57,000 | CAPITAL CAMPAIGN; | 2023 |
| TEXAS CENTER FOR SCHREINER UNI | KERRVILLE, TX | $55,000 | UNRESTRICTED GENERAL | 2025 |
| MCWHINEY HISTORY EDUCATION GROUP | BUFFALO GAP, TX | $52,500 | 'EMBERS OF EMPIRES | 2022 |
| TEXAS STATE HISTORICAL ASSOCIATION | AUSTIN, TX | $50,000 | SUPPORT FOR TEXAS HISTORY | 2024 |
| SOUTHERN METHODIST UNIVERSITY | DALLAS, TX | $50,000 | SGR COX SCHOOL OF BUSINESS | 2021 |
| TEXAS CHRISTIAN UNIVERSITY | FORT WORTH, TX | $50,000 | NEELEY SCHOOL OF BUSINESS | 2021 |
| SMU - CLEMENTS CENTER | DALLAS, TX | $50,000 | CLEMENTS RESEARCH | 2023 |