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Texas · Private foundation

Summerfield G Roberts Foundation

Its FY2026 filing reports that it accepted unsolicited grant applications.

$598k
Granted FY2026(still arriving)
19
Grants FY2026
15
Organizations funded FY2025
33%
First-time grantees FY2025
Read the full brief
Median grant, FY2026
$20,000
Largest grant, FY2026
$100,000
Organizations funded a year
11 to 18
FY2018 to FY2025
States reached, FY2026
2
Total assets, FY2026
$12M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2025, 33% of the organizations Summerfield G Roberts Foundation funded were first-time grantees, receiving 30% of its grant dollars.

New vs renewed · share of each year

In FY2025, 70% of grant dollars renewed an existing relationship; $200k went to new ones.

50%100%’18’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’20’21’22’23’24’25
EducationArts & CultureHealthRecreation & SportsSocial ScienceOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2026still arriving19$598k53%
FY202515$662k33%
FY202411$455k45%
FY202313$545k31%
FY202213$523k38%
FY202114$440k21%
FY202018$421k56%
FY201815$376k47%
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2026.

Education$1.8MHealth$1.4MArts & Culture$952kScience & Tech$175kPhilanthropy$10k

Top grantees

Largest recipients by total granted, FY2017 to FY2026, and the share of each one’s budget the grants supplied at peak.

Show all 42 grantees
All grantees of Summerfield G Roberts Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Texas Christian University$405,20350%
Southern Methodist University$365,20450%
Mary Crowley Medical Research Center$227,50050%
The Texas State Historical Association$180,00083%
Children's Medical Center Foundation$157,50030%
Ochsner Clinic Foundation$99,48320%
Texas Tech Foundation Inc$95,00010%
Unt Health Science Center$85,0003n/a
Fort Chadbourne Foundation$71,51545%
McWhiney History Education Group$62,500249%
Frontiers of Flight Museum Inc$60,00042%
Dallas Historical Society$55,50042%
The Shumla School Inc$50,00032%
Ut Southwestern Health Systems$50,0001n/a
Remember the Alamo Foundation$50,00010%
University of North Texas Foundation Inc$46,00020%
Baylor Health Care System$37,00010%
Wipe Out Kids' Cancer Inc$34,0001n/a
Schreiner University$25,00010%
Humanities Texas$25,0001n/a
Preservation Dallas Inc$24,00052%
Austin College$22,50010%
Today Foundation$20,00011%
Witte Museum$20,0001n/a
Admiral Nimitz Foundation$20,0001n/a
Big Thought$15,00030%
Washington on the Brazos Historical Foundation$14,00010%
Institute for Learning Perspectives$10,00018%
Dallas County Medical Society Alliance$10,0001n/a
University of Texas$10,0001n/a
National Medal of Honor Museum Foundation$10,0001n/a
Central Texas Historical Association$10,0001n/a
Deep Vellum Publishing Inc$10,00011%
The Alliance for Texas History$10,0001n/a
Preservation Austin$9,0001n/a
The Sons of the Republic of Texas$7,50033%
West Texas A&M Univ Foundation$5,00010%
Johnson County Heritage Foundation$5,00017%
Gregg County Historical Foundation$5,0001n/a
St Edwards University$5,00010%
Texas Heritage Music Foundation Inc$4,00013%
Museum of the Stonewall Saloon$2,5001n/a

What it could do for these grantees

Plus 22 recipients with no EIN on record ($2.0M), not named here.

Where it is load-bearing

Summerfield G Roberts Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 28 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTexas Christian University: $405,203 over 5y, 0.0% of budgetSouthern Methodist University: $365,204 over 5y, 0.0% of budgetMary Crowley Medical Research Center: $227,500 over 5y, 0.4% of budgetThe Texas State Historical Association: $180,000 over 8y, 2.8% of budgetChildren's Medical Center Foundation: $157,500 over 3y, 0.0% of budgetOchsner Clinic Foundation: $99,483 over 2y, 0.0% of budgetTexas Tech Foundation Inc: $95,000 over 1y, 0.1% of budgetFort Chadbourne Foundation: $71,515 over 4y, 5.3% of budgetMcWhiney History Education Group: $62,500 over 2y, 49% of budgetFrontiers of Flight Museum Inc: $60,000 over 4y, 1.6% of budgetDallas Historical Society: $55,500 over 4y, 2.2% of budgetThe Shumla School Inc: $50,000 over 3y, 1.8% of budgetRemember the Alamo Foundation: $50,000 over 1y, 0.2% of budgetUniversity of North Texas Foundation Inc: $46,000 over 2y, 0.1% of budgetBaylor Health Care System: $37,000 over 1y, 0.1% of budgetSchreiner University: $25,000 over 1y, 0.1% of budgetPreservation Dallas Inc: $24,000 over 5y, 1.8% of budgetAustin College: $22,500 over 1y, 0.0% of budgetToday Foundation: $20,000 over 1y, 1.5% of budgetBig Thought: $15,000 over 3y, 0.1% of budgetWashington on the Brazos Historical Foundation: $14,000 over 1y, 0.4% of budgetInstitute for Learning Perspectives: $10,000 over 1y, 7.8% of budgetDeep Vellum Publishing Inc: $10,000 over 1y, 0.9% of budgetThe Sons of the Republic of Texas: $7,500 over 3y, 3.3% of budgetWest Texas A&M Univ Foundation: $5,000 over 1y, 0.0% of budgetJohnson County Heritage Foundation: $5,000 over 1y, 7.1% of budgetSt Edwards University: $5,000 over 1y, 0.0% of budgetTexas Heritage Music Foundation Inc: $4,000 over 1y, 2.7% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 28.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Summerlee FoundationTX27.5× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Summerlee Foundation · Communities Foundation of Texas Inc · The Moody Foundation · The Dallas Foundation · Hoblitzelle Foundation · Kickapoo Springs Foundation · The Legett Foundation · Texas Instruments Foundation · Texas Historical Foundation · The Joe M & Doris R Dealey Family Foundation · The Perot Foundation · Humanities Texas

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Summerfield G Roberts Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Summerfield G Roberts Foundation?

Find your warmest path to Summerfield G Roberts Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Summerfield G Roberts Foundation

How much does Summerfield G Roberts Foundation give?
Summerfield G Roberts Foundation reported 19 grants totaling $597,541 in its FY2026 IRS filing. It funded between 11 and 18 organizations a year over FY2018 to FY2025.
What does Summerfield G Roberts Foundation fund?
By grant dollars over FY2017 to FY2026, its largest causes are Education (42%), Health (32%), Arts & Culture (22%).
Who are Summerfield G Roberts Foundation's largest grantees?
By total granted over FY2017 to FY2026: Texas Christian University ($405k), Southern Methodist University ($365k), Mary Crowley Medical Research Center ($228k).
Does Summerfield G Roberts Foundation fund new organizations?
In FY2025, 33% of the organizations it funded were first-time grantees.
Does Summerfield G Roberts Foundation accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Summerfield G Roberts Foundation?
Its strongest co-funders, measured against what their size predicts, include The Summerlee Foundation, Communities Foundation of Texas Inc, The Moody Foundation.
Where is Summerfield G Roberts Foundation based?
Summerfield G Roberts Foundation is based in TX.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 65 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2026, released 2026. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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