Funder DirectorySUMMERFIELD G ROBERTS FOUNDATION
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Private foundation (trust)EIN 752341916Est. 1991-04

SUMMERFIELD G ROBERTS FOUNDATION

DALLAS, TX 752653067

Accepts unsolicited proposals

Total Assets

$13.5M

FY 2024

Annual Giving

$662K

FY 2024

Grants Made

15

FY 2024

Avg Grant

$44K

FY 2024

Grant Range

$5K–$124K

Typical

Deadlines

Submission deadline is november 1 of e…

Applications

Financial Snapshot

2024 filing

Total Revenue

$1.2M

Total Expenses

$924K

Qualifying Distributions

$757K

Distributable Amount

$675K

Min. Investment Return

$690K

Undistributed Income

$526K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $5K through median $25K to maximum $124K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $662K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

68 grants

TEXAS CHRISTIAN UNIVERSITY
$235K
3 grants
MARY CROWLEY MEDICAL RESEARCH CENTER
$204K
4 grants
ALTON OCHSNER CLINIC FOUNDATION
$188K
2 grants
SMU - CLEMENTS CENTER
$165K
3 grants
SOUTHERN METHODIST UNIVERSITY
$160K
3 grants
UNIVERSITY OF TEXAS AT DALLAS
$150K
2 grants
TEXAS STATE HISTORICAL ASSOCIATION
$110K
4 grants
CHILDREN'S MEDICAL CENTER FOUNDATION
$108K
2 grants

Grant Size Distribution

68 grants

<$10K
14
grants
$10–50K
36
grants
$50–250K
18
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Texas
$2.3M
89% of total
Louisiana
$287K
11% of total

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SUMMERFIELD G ROBERTS FOUNDATION — Grants, Financials & Contact | Grantivo