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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 75-2341916

THE SUMMERFIELD G ROBERTS FOUNDATION

Also known as CO TR UW SG ROBERTS

Tax-exempt · DALLAS, TX 75265

Financials

$610K$669K2023$1.2M$924K2024$1.9M$887K2025
Revenue Expenses · by fiscal year end
Financials of THE SUMMERFIELD G ROBERTS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$1,947,280$886,581$1,060,699$12,070,334$0$12,070,334
March 31, 2025990-PF$1,206,569$923,922$282,647$10,685,903$0$10,685,903
March 31, 2024990-PF$609,982$668,777-$58,795$10,371,136$0$10,371,136
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$302,149
Net gain from sales of assets
$1,359,921
Other income
$285,210

Expenses

Grants and similar amounts paid
$597,541
Compensation of officers, directors and key employees
$165,471
Disbursements for charitable purposes
$719,629
Excise tax on investment income
$25,014

Balance sheet and other

Total assets, start of year
$10,685,903
Total assets, end of year
$12,070,334
Total liabilities, end of year
$0
Net assets, end of year
$12,070,334
Fair market value of assets
$14,903,684
Qualifying distributions
$719,629
Net investment income
$1,942,487

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
CO-TRUSTEE1$129,471
DAVID D JACKSON
5556 CARUTH HAVEN LN, DALLAS, TX 752258146
CO-TRUSTEE1$36,000
990-PF for the year ended March 31, 2025: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
CO-TRUSTEE1$121,424
DAVID D JACKSON
5556 CARUTH HAVEN LN, DALLAS, TX 752258146
CO-TRUSTEE1$36,000
990-PF for the year ended March 31, 2024: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
CO-TRUSTEE1$106,965
DAVID D JACKSON
5556 CARUTH HAVEN LN, DALLAS, TX 752258146
CO-TRUSTEE1$36,000

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% NATIONSBANK OF TEXAS
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
75-2341916
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1991
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$12,070,334
Income (IRS master file)
$3,746,499

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$1,947,280$886,581$12,070,334XML
990-PFMarch 2025$1,206,569$923,922$10,685,903XML
990-PFMarch 2024$609,982$668,777$10,371,136XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-2341916).

Questions about THE SUMMERFIELD G ROBERTS FOUNDATION

What is the EIN of THE SUMMERFIELD G ROBERTS FOUNDATION?
The employer identification number (EIN) of THE SUMMERFIELD G ROBERTS FOUNDATION is 75-2341916.
Is THE SUMMERFIELD G ROBERTS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to THE SUMMERFIELD G ROBERTS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE SUMMERFIELD G ROBERTS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE SUMMERFIELD G ROBERTS FOUNDATION due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE SUMMERFIELD G ROBERTS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of THE SUMMERFIELD G ROBERTS FOUNDATION?
The 990-PF for the year ended March 31, 2026 lists 2 people; 2 received compensation from the organization, the highest $129,471 (BANK OF AMERICA N A, CO-TRUSTEE).
How much revenue does THE SUMMERFIELD G ROBERTS FOUNDATION have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $1,947,280, expenses of $886,581 and total assets of $12,070,334 at year end.

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