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Summerfield G Roberts Foundation at a glance

· Private foundation

Summerfield G Roberts Foundation

Its FY2026 filing reports that it accepted unsolicited grant applications.

$598k
Granted FY2026still arriving
19
Grants FY2026still arriving
2
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% 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
02FY2026 · 19 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2026

  • Under $10k3 grants · $19k
  • $10k–50k11 grants · $212k
  • $50k–250k5 grants · $367k
$20,000
Median grant
2
States reached
$12M
Total assets
Largest grants
RecipientAmount
TEXAS CHRISTIAN UNIVERSITY$100,000
SOUTHERN METHODIST UNIVERSITY$100,000
ALTON OCHSNER CLINIC FOUNDATION$66,666
UT SOUTHWESTERN HEALTH SYSTEMS$50,000
CHILDREN'S MEDICAL CENTER FOUNDATION$50,000
WIPE OUT KID'S CANCER INC$34,000
HUMANITIES TEXAS$25,000
TEXAS CENTER FOR SCHREINER UNIVERSITY$25,000
UNIVERSITY OF TEXAS RIO GRANDE VALLEY FD$22,875
THE SHUMLA SCHOOL INC$20,000
THE ADMIRAL NIMITZ FOUNDATION$20,000
FRONTIERS OF FLIGHT MUSEUM INC$20,000
TEXAS A&M UNIVERSITY PRESS$15,000
ALLIANCE FOR TEXAS HISTORY$10,000
TEXAS STATE HISTORICAL ASSOCIATION$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–26) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 80% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%TEXAS CENTER FOR SCHREINER UNI: $55k → 13%WASHINGTON ON THE BRAZOS HISTORICAL: $57k → 14%UNIVERSITY OF TEXAS MEDICAL BRANCH: $80k → 14%MARY CROWLEY MEDICAL RESEARCH CENTER: $75k → 14%FORT CHADBOURNE FOUNDATION: $36k → 15%MCWHINEY HISTORY EDUCATION GROUP: $53k → 16%TEXAS A & M UNIVERSITY -: $125k → 22%ALTON OCHSNER CLINIC FOUNDATION: $124k → 15%HUMANITIES TEXAS: $25k → 10%UNIVERSITY OF TEXAS MEDICAL AT GALVESTON: $57k → 14%MARY CROWLEY MEDICAL RESEARCH CENTER: $57k → 14%REMEMBER THE ALAMO FOUNDATION: $50k → 16%ALTON OCHSNER CLINIC FOUNDATION: $67k → 15%TEXAS CHRISTIAN UNIVERSITY: $70k → 11%MARY CROWLEY MEDICAL RESEARCH CENTER: $47k → 14%TEXAS A & M UNIVERSITY FOUNDATION: $50k → 22%ALTON OCHSNER CLINIC FOUNDATION: $63k → 15%TEXAS CHRISTIAN UNIVERSITY: $100k → 11%OCHSNER CLINIC FOUNDATION: $50k → 15%TEXAS CHRISTIAN UNIVERSITY: $100k → 11%OCHSNER CLINIC FOUNDATION: $50k → 15%TEXAS CHRISTIAN UNIVERSITY: $85k → 11%BAYLOR HEALTH CARE SYSTEM: $37k → 14%ALTON OCHSNER CLINIC FOUNDATION: $46k → 15%UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE: $40k → 11%ALTON OCHSNER CLINIC FOUNDATION: $43k → 15%TEXAS CHRISTIAN UNIVERSITY: $50k → 11%ALTON OCHSNER CLINIC FOUNDATION: $42k → 15%CHILDREN'S MEDICAL FOUNDATION OF TX: $42k → 14%CHILDREN'S MEDICAL FOUNDATION OF TX: $28k → 14%UNIVERSITY OF TEXAS AT DALLAS: $100k → 14%UNIVERSITY OF TEXAS AT DALLAS: $100k → 14%CHILDREN'S MEDICAL CENTER FOUNDATION: $68k → 14%UNIVERSITY OF TEXAS AT DALLAS -: $95k → 14%CHILDREN'S MEDICAL CENTER FOUNDATION: $50k → 14%UNIVERSITY OF TEXAS AT DALLAS: $50k → 14%CHILDREN'S MEDICAL CENTER FOUNDATION: $40k → 14%SMU - CLEMENTS CENTER: $50k → 14%SMU - CLEMENTS CENTER: $45k → 14%WIPE OUT KID'S CANCER INC: $34k → 14%SOUTHERN METHODIST UNIVERSITY: $100k → 14%SOUTHERN METHODIST UNIVERSITY: $85k → 14%SMU - CLEMENTS CENTER: $70k → 14%SOUTHERN METHODIST UNIVERSITY: $50k → 14%UT SOUTHWESTERN MEDICAL CENTER: $68k → 14%UT SOUTHWESTERN HEALTH SYSTEMS: $50k → 14%UT SOUTHWESTERN MEDICAL CENTER: $42k → 14%UNIVERSITY OF TEXAS SOUTHWESTERN: $40k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

79%of every dollar goes to organizations it has funded before.
$3.5M · 26 repeat orgs$921k to everyone else

Grantees it renews have grown median revenue +23% since the first grant, against 0% for those funded once.

26 repeat relationships: 9 still active in FY2026, 17 since wound down; 10 grantees were first funded in FY2026 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

26
28

Total granted

$3.5M
$718k

Median revenue growth · since first grant

+23%
0%

Still filing today

58%
50%

New vs renewed · share of each year

In FY2026, 66% of grant dollars renewed an existing relationship; $203k went to new ones.

50%100%’17’18’20’21’22’23’24’25’26
RenewedFirst-time

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

’17’18’20’21’22’23’24’25’26
Arts & CultureEducationHealthRecreation & SportsPhilanthropySocial 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.

Backed again, and grew

  • TC
    TEXAS CHRISTIAN UNIVERSITY
    5× · 2020–2026 · $405k · revenue +40%
  • Southern Methodist University
    5× · 2018–2026 · $365k · revenue +39%
  • MC
    MARY CROWLEY MEDICAL RESEARCH CENTER
    5× · 2020–2024 · $228k · revenue +57%

Funded once

  • TT
    TEXAS TECH UNIVERSITY
    one grant, 2025 · $100k
  • TT
    TEXAS TECH FOUNDATION INC
    one grant, 2023 · $95k · revenue -16%
  • UO
    UNIVERSITY OF TEXAS MEDICAL AT GALVESTON
    one grant, 2022 · $57k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Center for 20TH Century Texas Studies
—
2
The University of TexasTexas a&M Investment Management Company

To generate superior long-term investment returns to support The University of Texas and Texas A&M University systems as they provide world-class teaching, push the boundaries of discovery, and achieve excellence in patient healthcare for…

Education
3
The Museum of North Texas History

To collect, preserve, exhibit and interpret the history of the North Texas Area to inspire an interest in the past for the education and enrichment of people of all ages.

Arts & Culture
4
Kimbell Art Foundation
Arts & Culture
5
Texas Flying Legends Museum
—
6
William Marsh Rice University

As a leading research university with a distinctive commitment to undergraduate education, Rice University aspires to path breaking research, unsurpassed teaching, and contributions to the betterment of our world. It seeks to fulfill this…

Education
7
Texas a&M Foundation

The texas a&m foundation builds a brighter future for texas a&m university, one relationship at a time, by uniting generosity and vision to raise support and manage endowed gifts.

Education
8
Uatx

Uatx is a nonprofit dedicated to building a liberal arts university committed to freedom of inquiry, freedom of conscience, and civil discourse. to maintain these principles, the university will be fiercely independent financially,…

Education
9
Texas Academy of Medicine Engineering Science and Technology

To provide broader recognition of the state's top achievers in medicine, engineering and science, and to build a stronger identity for texas as an important destination and center of achievement in these fields.

Health
10
Trinity University

Trinity university is an independent co-educational university whose mission is excellence in the interrelated areas of teaching, research and services.

Education
11
San Jacinto Museum and Battlefield Association

To collect and preserve significant historical materials that relate to the early history and culture of Texas and to promote the study of the history of Texas through exhibits, publications, and educational programs.

Arts & Culture
12
The University of Texas Foundation No 1

To support the university of texas system

—
How this is measured
The grantee most central to the portfolio’s shape is Communities Foundation of Texas Inc; the most unlike its peers is Wipe Out Kids' Cancer Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

39 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 39 of the 65 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
38/39
Grantees still filing
21/39
Grew since first funded

Where the money sits, by cause and then by grantee

ALTON OCHSNER CLINIC FOUNDATION: $385,648 · OtherALTON OCHSNER CLINIC FOUNDATIONUNIVERSITY OF TEXAS AT DALLAS: $345,000 · OtherUNIVERSITY OF TEXAS AT DALLASIndividual grant recipient: $165,000 · OtherIndividual grant recipientTEXAS A & M UNIVERSITY -: $150,000 · OtherTEXAS A & M UNIVERSITY -UT SOUTHWESTERN MEDICAL CENTER: $134,500 · OtherUT SOUTHWESTERN MEDICAL CENTERUNIVERSITY OF TEXAS MEDICAL BRANCH: $105,000 · OtherTEXAS TECH UNIVERSITY: $100,000 · OtherTEXAS A & M UNIVERSITY FOUNDATION: $85,000 · OtherUNT HEALTH SCIENCE CENTER: $85,000 · OtherUNIVERSITY OF TEXAS RIO GRANDE VALLEY: $77,507 · Other+22 more: $551,575 · Other+22 moreTEXAS CHRISTIAN UNIVERSITY: $405,203 · EducationTEXAS CHRISTIAN UNIVERS…Southern Methodist University: $365,204 · EducationSouthern Methodist Univ…TEXAS TECH FOUNDATION INC: $95,000 · EducationTEXAS TECH FOUNDATION I…+4 more: $57,500 · Education+4 moreThe Texas State Historical Association: $180,000 · Arts & CultureThe Texas State…FORT CHADBOURNE FOUNDATION: $71,515 · Arts & CultureFORT CHADBOURNE…McWhiney History Education Group: $62,500 · Arts & CultureMcWhiney Histor…FRONTIERS OF FLIGHT MUSEUM INC: $60,000 · Arts & CultureFRONTIERS OF FL…DALLAS HISTORICAL SOCIETY: $55,500 · Arts & CultureDALLAS HISTORIC…Remember the Alamo Foundation: $50,000 · Arts & CultureRemember the Al…HUMANITIES TEXAS: $25,000 · Arts & Culture+8 more: $101,500 · Arts & Culture+8 moreMARY CROWLEY MEDICAL RESEARCH CENTER: $227,500 · HealthMARY CROWLEY M…CHILDREN'S MEDICAL CENTER FOUNDATION: $157,500 · HealthCHILDREN'S MED…OCHSNER CLINIC FOUNDATION: $99,483 · HealthOCHSNER CLINIC…UT SOUTHWESTERN HEALTH SYSTEMS: $50,000 · HealthUT SOUTHWESTER…Baylor Health Care System: $37,000 · HealthBaylor Health …UNIVERSITY OF NORTH TEXAS FOUNDATION INC: $46,000 · PhilanthropyCOMMUNITIES FOUNDATION OF TEXAS INC: $10,000 · PhilanthropyThe Shumla School Inc: $50,000 · Social ScienceWASHINGTON ON THE BRAZOS HISTORICAL FOUNDATION: $14,000 · Recreation & SportsJOHNSON COUNTY HERITAGE FOUNDATION: $5,000 · Recreation & SportsDALLAS COUNTY MEDICAL SOCIETY ALLIANCE: $10,000 · Community Improvement
Other$2,184,230Education$922,907Arts & Culture$606,015Health$571,483Philanthropy$56,000Social Science$50,000Recreation & Sports$19,000Community Improvement$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetCOMMUNITIES FOUNDATION OF TEXAS INC: $10,000 over 1y, 0.0% 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds TEXAS CHRISTIAN UNIVERSITY ↗
  • Who funds Southern Methodist University ↗
  • Who funds MARY CROWLEY MEDICAL RESEARCH CENTER ↗
  • Who funds The Texas State Historical Association ↗
  • Who funds CHILDREN'S MEDICAL CENTER FOUNDATION ↗
  • Who funds OCHSNER CLINIC FOUNDATION ↗
  • Who funds TEXAS TECH FOUNDATION INC ↗
  • Who funds FORT CHADBOURNE FOUNDATION ↗
  • Who funds McWhiney History Education Group ↗
  • Who funds FRONTIERS OF FLIGHT MUSEUM INC ↗
  • Who funds DALLAS HISTORICAL SOCIETY ↗
  • Who funds The Shumla School Inc ↗
  • Who funds UT SOUTHWESTERN HEALTH SYSTEMS ↗
  • Who funds Remember the Alamo Foundation ↗
  • Who funds UNIVERSITY OF NORTH TEXAS FOUNDATION INC ↗
  • Who funds Baylor Health Care System ↗
  • Who funds WIPE OUT KIDS' CANCER INC ↗
  • Who funds Schreiner University ↗
  • Who funds HUMANITIES TEXAS ↗
  • Who funds PRESERVATION DALLAS INC ↗
  • Who funds AUSTIN COLLEGE ↗
  • Who funds TODAY FOUNDATION ↗

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 Foundat…Communities Foundatio…The Moody FoundationThe Dallas FoundationHoblitzelle FoundationKickapoo Springs Foun…The Legett FoundationTexas Instruments Fou…Texas Historical Foun…The Joe M & Doris R D…The Perot FoundationHumanities Texas
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.

How much its grantees rely on government

Each dot is one organization Summerfield G Roberts Foundation funds: left to right is the share of its income from government, bottom to top the share from Summerfield G Roberts Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%13%28%50%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    10report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    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.

    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

    Play a game based on Summerfield G Roberts’ filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home