The Summerfield G Roberts Foundation

Co Tr Uw Sg Roberts

Dallas, TX
Tax-exempt since April 1991
EIN: 75-2341916

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.21M (2025)

Expenses

$924k (2025)

Total Assets

$10.7M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Revenue

$1,206,569

Expenses

$923,922

Net Income

$282,647

Net Assets

$10,685,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$307,397	25.5%
Sales of Assets	$658,663	54.6%
Other Income	$240,509	19.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$756,855	81.9%
Compensation of Officers*	$157,424	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,685,903
Total Liabilities	$0
Net Assets	$10,685,903

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$121,424	$0
David D Jackson (Co Trustee)	$36,000	$0

990-PF

Filed on June 20, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending March
2024

Revenue

$609,982

Expenses

$668,777

Net Income

-$58,795

Net Assets

$10,371,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$265,504	43.5%
Sales of Assets	$82,942	13.6%
Other Income	$261,536	42.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$533,939	79.8%
Compensation of Officers*	$142,965	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,371,136
Total Liabilities	$0
Net Assets	$10,371,136

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$106,965	$0
David D Jackson (Co Trustee)	$36,000	$0

990-PF

Filed on July 31, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2023

Revenue

$136,262

Expenses

$801,743

Net Income

-$665,481

Net Assets

$10,368,588

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$215,466	> 100%
Sales of Assets	-$519,435
Other Income	$440,231	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$629,954	78.6%
Compensation of Officers*	$154,203	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,368,588
Total Liabilities	$0
Net Assets	$10,368,588

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$118,203	$0
David D Jackson (Co Trustee)	$36,000	$0

990-PF

Filed on Aug. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2022

Revenue

$2,340,724

Expenses

$745,593

Net Income

$1,595,131

Net Assets

$10,939,526

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$214,558	9.2%
Sales of Assets	$1,889,586	80.7%
Other Income	$236,580	10.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$611,674	82.0%
Compensation of Officers*	$150,245	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,939,526
Total Liabilities	$0
Net Assets	$10,939,526

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$114,245	$0
David D Jackson (Co Trustee)	$36,000	$0

990-PF

Filed on Aug. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2021

Revenue

$871,455

Expenses

$666,034

Net Income

$205,421

Net Assets

$10,412,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$168,581	19.3%
Sales of Assets	$531,493	61.0%
Other Income	$171,381	19.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$524,347	78.7%
Compensation of Officers*	$138,037	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,412,160
Total Liabilities	$1
Net Assets	$10,412,159

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$102,037	$0
David D Jackson (Co Trustee)	$36,000	$0

990-PF

Filed on July 19, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending March
2020

Revenue

$977,819

Expenses

$611,140

Net Income

$366,679

Net Assets

$9,085,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$223,918	22.9%
Sales of Assets	$423,133	43.3%
Other Income	$330,768	33.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$495,535	81.1%
Compensation of Officers*	$140,902	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,085,268
Total Liabilities	$1
Net Assets	$9,085,267

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$104,902	$0
David D Jackson (Co Trustee)	$36,000	$0

990-PF

Filed on June 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2018

Revenue

$785,584

Expenses

$544,973

Net Income

$240,611

Net Assets

$8,914,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$183,514	23.4%
Sales of Assets	$521,720	66.4%
Other Income	$80,350	10.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$444,503	81.6%
Compensation of Officers*	$126,085	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,914,260
Total Liabilities	$0
Net Assets	$8,914,260

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$90,085	$0
David D Jackson (Co Trustee)	$36,000	$0

990-PF

Filed on July 31, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending March
2017

Revenue

$601,161

Expenses

$550,940

Net Income

$50,221

Net Assets

$8,639,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$171,499	28.5%
Sales of Assets	$274,532	45.7%
Other Income	$155,130	25.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$457,277	83.0%
Compensation of Officers*	$124,245	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,639,192
Total Liabilities	$0
Net Assets	$8,639,192

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$88,245	$0
David D Jackson (Co Trustee)	$36,000	$0

990-PF

Filed on June 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2016

Revenue

$412,991

Expenses

$574,641

Net Income

-$161,650

Net Assets

$8,379,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$220,505	53.4%
Sales of Assets	$64,575	15.6%
Other Income	$127,911	31.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$459,488	80.0%
Compensation of Officers*	$109,214	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,379,354
Total Liabilities	$0
Net Assets	$8,379,354

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2015

Revenue

$730,305

Expenses

$561,531

Net Income

$168,774

Net Assets

$8,632,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$202,575	27.7%
Sales of Assets	$415,962	57.0%
Other Income	$111,768	15.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$404,938	72.1%
Compensation of Officers*	$114,433	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,632,363
Total Liabilities	$0
Net Assets	$8,632,363

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$78,433	$0
David D Jackson (Co Trustee)	$36,000	$0

990-PF

Filed on Aug. 5, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending March
2014

Revenue

$2,221,452

Expenses

$417,810

Net Income

$1,803,642

Net Assets

$8,475,043

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$119,232	5.4%
Sales of Assets	$1,989,076	89.5%
Other Income	$113,144	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$329,106	78.8%
Compensation of Officers*	$98,318	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,475,043
Total Liabilities	$0
Net Assets	$8,475,043

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2013

Revenue

$379,102

Expenses

$466,995

Net Income

-$87,893

Net Assets

$6,577,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,438	39.2%
Sales of Assets	$115,934	30.6%
Other Income	$114,730	30.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$367,978	78.8%
Compensation of Officers*	$85,765	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,577,685
Total Liabilities	$0
Net Assets	$6,577,685

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2012

Revenue

$530,470

Expenses

$439,544

Net Income

$90,926

Net Assets

$6,550,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$152,316	28.7%
Sales of Assets	$218,248	41.1%
Other Income	$159,906	30.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$381,789	86.9%
Compensation of Officers*	$98,235	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,550,899
Total Liabilities	$0
Net Assets	$6,550,899

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated January 26, 2026

The Summerfield G Roberts Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.21M (2025)

Expenses $924k (2025)

Total Assets $10.7M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$1.21M (2025)

Expenses

$924k (2025)

Total Assets

$10.7M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending March
2025

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2024

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2023

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2022

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2021

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2020

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2019

Fiscal Year Ending March
2018

Fiscal Year Ending March
2017

Fiscal Year Ending March
2016

Fiscal Year Ending March
2015

Fiscal Year Ending March
2014

Fiscal Year Ending March
2013

Fiscal Year Ending March
2012

Fiscal Year Ending March
2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002