Private Foundation

SUMMERFIELD G ROBERTS FOUNDATION

Based in DALLAS, TX, SUMMERFIELD G ROBERTS FOUNDATION operates as a Private Foundation. The organization reported $1.9M in revenue, $887K in expenses, $12.1M in total assets for fiscal year 2026. Imperigo tracks 121 reported grants from this foundation totaling approximately $4.0M.

EIN: 752341916 DALLAS, TX Latest filing: 2026
Total Revenue$1.9M
Total Expenses$887K
Total Assets$12.1M
Grants Given121
Grant Total$4.0M
Filing Years2022–2026

Sample Grants Given

SOUTHERN METHODIST UNIVERSITY
DALLAS, TX · 2025
SCHOLARSHIPS
$100,000
TEXAS CHRISTIAN UNIVERSITY
FORT WORTH, TX · 2025
SCHOLARSHIPS
$100,000
ALTON OCHSNER CLINIC FOUNDATION
NEW ORLEANS, LA · 2025
UNRESTRICTED GENERAL
$66,666
CHILDREN'S MEDICAL CENTER FOUNDATION
DALLAS, TX · 2025
UNRESTRICTED GENERAL
$50,000
UT SOUTHWESTERN HEALTH SYSTEMS
DALLAS, TX · 2025
UNRESTRICTED GENERAL
$50,000

Showing up to 5 of 121 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Bank Of America N A
CO-TRUSTEE David D Jackson

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GENERAL
$937,637 29 grants
MBA SCHOLARSHIPS FOR TEXAS
$265,000 3 grants
NEELEY SCHOOL OF BUSINESS
$235,203 3 grants
SGR COX SCHOOL OF BUSINESS
$205,204 3 grants
SCHOLARSHIPS
$200,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2026 $1.9M $887K $12.1M
2025 $1.2M $924K $10.7M
2024 $610K $669K $10.4M
2023 $136K $802K $10.4M
2022 $2.3M $746K $10.9M

Between 2022 and 2026, reported annual revenue declined from $2.3M to $1.9M (-17%), with total assets most recently reported at $12.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in LA, OK, TX.

LAOKTX

Full geographic grant map with state-by-state breakdown available with membership.

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