Summerfield G. Roberts Foundation
EIN 752341916 Private FoundationTotal 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
$13.5M
Assets (2025)
55
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
MR DAVID D JACKSON
Phone
(888) 866-3275
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
Texas Counties Served
89.0% of US grants
· Rank #1 of 3 states
$3.0M across
89 grants
20 of 254 counties
Top 10 counties
- 1 Dallas
- 2 Tarrant
- 3 Brazos
- 4 Lubbock
- 5 Travis
- 6 Galveston
- 7 Rockwall
- 8 Hidalgo
- 9 Kerr
- 10 Coke
+10 more
counties
· 18 grants
· $315K
Officers & Directors
DJ
David D. Jackson
7+ yrs
Co-Trustee
BA
Bank of America N a
7+ yrs
Co-Trustee
BA
Bank of America N a
7+ yrs
Co-Trustee
DJ
David D. Jackson
7+ yrs
Co-Trustee
DJ
David D. Jackson
7+ yrs
Co-Trustee
BA
Bank of America N a
7+ yrs
Co-Trustee
BA
Bank of America N a
7+ yrs
Co-Trustee
DJ
David D. Jackson
7+ yrs
Co-Trustee
DJ
David D. Jackson
7+ yrs
Co-Trustee
BA
Bank of America N a
7+ yrs
Co-Trustee
DJ
David D. Jackson
7+ yrs
Co-Trustee
BA
Bank of America N a
7+ yrs
Co-Trustee
DJ
David D. Jackson
7+ yrs
Co-Trustee
BA
Bank of America N a
7+ yrs
Co-Trustee
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 |
| Texas Christian University | Fort Worth, TX | $100,000 | NEELEY SCHOOL OF BUSINESS | 2024 |
| Texas Tech University | Lubbock, TX | $100,000 | SCHOLARSHIPS FOR MS IN | 2025 |
| University of Texas at Dallas | Richardson, TX | $100,000 | MBA SCHOLARSHIPS FOR TEXAS | 2025 |
| University of Texas at Dallas | Richardson, TX | $100,000 | MBA SCHOLARSHIPS FOR TEXAS | 2017 |
| 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 |
| UT Southwestern Medical Center | Dallas, TX | $67,500 | SUPPORT 2-YEAR CLINICAL | 2025 |
| Children's Medical Center Foundation | Dallas, TX | $67,500 | CLINICAL RESEARCH | 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 |
| Southern Methodist University | Dallas, TX | $50,000 | SGR COX SCHOOL OF BUSINESS | 2021 |
| University of Texas at Dallas | Richardson, TX | $50,000 | JINDAL SCHOOL OF MGMT MBA | 2021 |
| Texas Christian University | Fort Worth, TX | $50,000 | NEELEY SCHOOL OF BUSINESS | 2021 |
| Texas a & M University Foundation | College Station, TX | $50,000 | SUPPORT SGR TEXAS HISTORY | 2022 |
Looking for more funders like Summerfield G. Roberts Foundation? Open the free Texas funder database and search 178,000+ foundations by state, type, and giving size.
Want to compare open opportunities instead? Open the free Texas grant database for active grants from federal, state, foundation, and corporate funders.