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Filing year 2024

SUMMERFIELD G ROBERTS FOUNDATION

Dallas, Texas·EIN 75-2341916·NTEE T20 · Philanthropy, Voluntarism & Grantmaking Foundations·501(c)(3)

* Sector derived from filing type (Form 990-PF), not IRS-assigned

Total revenue
$1.2M
Total assets
$10.7M
Total expenses
$924k
Reported officers
2

Executive compensation

Form 990-PF · Part VIII · 2 reported individuals · Filing year 2024

Co-trustee
Unclassified
$121k
$129k
Co-trustee
Unclassified
$36k
$38k

Teal figures restate each filed amount in 2026 dollars.

Estimated with BLS CPI-U for the South region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Browse compensation in Philanthropy, Voluntarism & Grantmaking

Pay in context

Top pay as a share of expenses

In 2024, the highest total compensation at SUMMERFIELD G ROBERTS FOUNDATION equaled 13% of the organization's total expenses. The median for philanthropy, voluntarism & grantmaking organizations is 15%.

This organization (2024)
13%
Sector median
15%
Middle half of sector
5% to 24%

Based on 35,946 philanthropy, voluntarism & grantmaking organizations, each measured at its most recent filing year with reported expenses and compensation.

Grants paid

Itemized grants reported on this foundation's 2024 Form 990-PF, Part XV.

Total granted

$662k

Itemized grants

15

Median grant

$25k

RecipientLocationPurposeAmount
ALTON OCHSNER CLINIC FOUNDATIONNEW ORLEANS, LAUNRESTRICTED GENERAL$124k
TEXAS TECH UNIVERSITY FOUNDATIONLUBBOCK, TXSCHOLARSHIPS FOR MS IN$100k
UNIVERSITY OF TEXAS AT DALLASRICHARDSON, TXMBA SCHOLARSHIPS FOR TEXAS$100k
UT SOUTHWESTERN MEDICAL CENTERDALLAS, TXSUPPORT 2-YEAR CLINICAL$68k
CHILDREN'S MEDICAL CENTER FOUNDATIONDALLAS, TXCLINICAL RESEARCH$68k
TEXAS CENTER FOR SCHREINER UNIKERRVILLE, TXUNRESTRICTED GENERAL$55k
FORT CHADBOURNE FOUNDATIONBRONTE, TXSUPPORT COMPLETION OF THE$36k
DALLAS HISTORICAL SOCIETYDALLAS, TXNEW ALAMO DIORAMA - FAIR$25k
WITTE MUSEUMSAN ANTONIO, TXUNRESTRICTED GENERAL$20k
UNIVERSITY OF TEXAS RIO GRANDE VALLEY FDMCALLEN, TXCOMMUNITY HISTORICAL$17k
DAUGHTERS OF THE REPUBLIC OF TEXAS INCAUSTIN, TXTEXAS HISTORICAL FIREARMS$15k
THE SHUMLA SCHOOL INCDALLAS, TXUNRESTRICTED GENERAL$10k
TEXAS STATE HISTORICAL ASSOCIATIONAUSTIN, TXSUPPORT FOR TEXAS HISTORY$10k
NATIONAL MEDAL OF HONOR MUSEUM FNDARLINGTON, TXUNRESTRICTED GENERAL$10k
PRESERVATION DALLASDALLAS, TX2022 JOURNAL LEGACIES FOR$5k
Compare this foundation's grantees

Up 14%
from 2023

From $107k in 2023 to $121k in 2024.

$107k
2023
$121k
2024
In today's dollarsEst.
Up 10% in real terms$117k to $129k

Estimated with BLS CPI-U for the South region, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Highest reported compensation in each year. Volunteer board members and partial-year payouts are filtered out.

This is a private foundation. Peers are foundations of similar asset size ($10M - $25M), because foundation pay scales with assets under management, not revenue.

Among peers

Revenue and top compensation, plotted against similar organizations. This organization is highlighted in cyan.

FAQ

Common questions about SUMMERFIELD G ROBERTS FOUNDATION

What are SUMMERFIELD G ROBERTS FOUNDATION's revenue and expenses?

In 2024, SUMMERFIELD G ROBERTS FOUNDATION reported $1.2M in total revenue and $924k in total expenses on its IRS Form 990.

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This is a private foundation. Peers are foundations of similar asset size ($10M - $25M), because foundation pay scales with assets under management, not revenue.