Clarence L Robey Charitable Trust

Foundation · Grantmaker Orlando, FL EIN: 54-6138649
EducationReligionHuman services

Clarence L Robey Charitable Trust is a private foundation focused on Education, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 24 grants totaling $68K. Net investment income was $78K.

Key facts about Clarence L Robey Charitable Trust

In short: Clarence L Robey Charitable Trust gave $68K across 24 grants in 2025 (avg $3K), mostly in Virginia. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
54-6138649
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$68,000
Grants made (2025)
24
Average grant
$2,833
Median grant
$2,000
New grantees (estimate)
0% first-time grantees (0 of 15, 2025)
Total assets
$1,366,108
Primary geography
Virginia (68% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

-0.2% YoY

Annual Giving

$68K

-10.5% YoY

Grant Count

24

-17.2% YoY

Avg Grant Size

$3K

+8.1% YoY

Under IRS private-foundation payout rules, Clarence L Robey Charitable Trust reported a distributable amount of $76K for 2025 — the minimum it must pay out in qualifying distributions.

Is Clarence L Robey Charitable Trust open to new grantees?

0%

first-time grantees, 2025

In 2025, 0 of 15 grantees (0%) were first-time recipients. How we count

  • 87% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Your AI grants department

Ready to take the next step with Clarence L Robey Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states

Share of all 24 itemized 2025 grant dollars.

Cities

PurcellvilleHamiltonWilsonRound HillBlacksburgHarrisonburgCharlottesvilleLeesburgPurcevilleProvoRichmondBluemontColumbiaCoral GablesHillLovettsvilleMiddleburgMineralMorgantownCleveland

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K20 grants201929 grants202035 grants202138 grants202229 grants202329 grants202424 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Alison Sunberg: $6KAlison Sunberg$6KBridget Doherty: $6KBridget Doherty$6KKaitlyn Crowley: $6KKaitlyn Crowley$6KMatthew Murray: $6KMatthew Murray$6KPurcellville Public Safety Center: $5KPurcellville Public SafetyCenter$5KTree of Life Ministries: $5KTree of Life Ministries$5KPurceville Library Advisory Board: $4KPurceville Library AdvisoryBoard$4KKetoctin Baptist Church: $3KKetoctin Baptist Church$3KAiden Gammache: $2KAiden Gammache$2KAngela Rocio Gutierrez: $2KAngela Rocio Gutierrez$2K

Grant Size Distribution

155 grants across all recorded years

155<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ALISON SUNBERG Harrisonburg, VASCHOLARSHIP$6,000
BRIDGET DOHERTY Columbia, SCSCHOLARSHIP$6,000
KAITLYN CROWLEY Morgantown, WVSCHOLARSHIP$6,000
MATTHEW MURRAY Coral Gables, FLSCHOLARSHIP$6,000
PURCELLVILLE PUBLIC SAFETY CENTER Purcellville, VAGENERAL OPERATING$5,000
TREE OF LIFE MINISTRIES Purcellville, VAGENERAL OPERATING$5,000
PURCEVILLE LIBRARY ADVISORY BOARD Purceville, VAGENERAL OPERATING$4,000
KETOCTIN BAPTIST CHURCH Round Hill, VAGENERAL OPERATING$3,000
AIDEN GAMMACHE Harrisonburg, VASCHOLARSHIP$2,000
ANGELA ROCIO GUTIERREZ Richmond, VASCHOLARSHIP$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019202020212022202320242025
Metric202520242023
Total Assets$1,366,108$1,368,599$1,373,316
Revenue$85,811$87,763$-27,285
Expenses$88,106$92,511$92,610
Qualifying Distributions$78,639$85,892$90,893
Net Investment Income$78,130$80,433$31,423
Distributable Amount$75,598$71,861$67,127

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 7, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 4, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
  8. Added Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
  9. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 7, 2021)
  10. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2022)
  11. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 4, 2023)
  12. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)

Leadership & Key People

Officers and directors from IRS filings

Clarence L Robey Charitable Trust's 2025 filing lists 8 officers; 1 of 8 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Allen Curtis Colby

    Director

    On filings since 2019

    1 hr/week

    $200 (2019) → $0 (2025)

  • Brian McDonald

    Director

    On filings since 2019

    1 hr/week

    $200 (2019) → $0 (2025)

  • Margaret W. Vaughan

    Director

    On filings since 2019

    1 hr/week

    $200 (2019) → $0 (2025)

  • Pete Whitmore

    Director

    Chairman → Director, 2023

    On filings since 2019

    1 hr/week

    $200 (2019) → $0 (2025)

  • Andrew Michael Peery

    Director

    On filings since 2020

    1 hr/week

    $200 (2020) → $0 (2025)

  • Teresa McConnell

    Director

    On filings since 2020

    1 hr/week

    $200 (2020) → $0 (2025)

  • Truist Bank

    Trustee

    On filings since 2021

    12 hrs/week

    $2K (2021) → $15K (2025)

  • Marty Potts

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

Former officers (4)
  • Former: Doris L. Whitman (2019–2022) — Director
  • Former: William L. Whitmore Jr. (2020–2022) — Director
  • Former: A. Mike Peery (2019) — Director
  • Former: Terri McConnell (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Truist Bank — Trustee: $15KTruist BankTrustee$15K

Frequently asked questions about Clarence L Robey Charitable Trust

How much does Clarence L Robey Charitable Trust give each year?

Clarence L Robey Charitable Trust gave $68K across 24 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $76K across 29 grants.

What is Clarence L Robey Charitable Trust's typical grant size?

Clarence L Robey Charitable Trust's median grant in 2025 was $2,000, and its average grant was $2,833, across 24 grants on its 2025 IRS Form 990-PF.

Where does Clarence L Robey Charitable Trust give grants?

Clarence L Robey Charitable Trust gives mostly in Virginia: 68% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were South Carolina (9%) and West Virginia (9%). The most frequent recipient cities were Purcellville, VA (11 grants), Harrisonburg, VA (2 grants), Provo, UT (2 grants) and Hamilton, VA (2 grants).

Does Clarence L Robey Charitable Trust give general operating support?

Yes: 50% of Clarence L Robey Charitable Trust's 2025 grants with a stated purpose (12 of 24) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship" (9 grants) and "Community" (3 grants).

Who are Clarence L Robey Charitable Trust's largest grantees?

Clarence L Robey Charitable Trust's largest 2025 grantees include Alison Sunberg ($6,000), Bridget Doherty ($6,000) and Kaitlyn Crowley ($6,000), according to its 2025 IRS Form 990-PF. Together they received 26% of its itemized 2025 grant dollars.

How large is Clarence L Robey Charitable Trust?

Clarence L Robey Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $79K in qualifying distributions that year, against a required minimum of $76K (roughly 5% of its investment assets).

What is Clarence L Robey Charitable Trust?

Clarence L Robey Charitable Trust is a private foundation focused on Education, based in Orlando, FL. It holds $1.4M in total assets as of 2025.

What is Clarence L Robey Charitable Trust's EIN?

Clarence L Robey Charitable Trust's EIN (Employer Identification Number) is 54-6138649. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Clarence L Robey Charitable Trust by hand.

Explore Open Grants

Browse active grant opportunities in Clarence L Robey Charitable Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

The Community Foundation for Northern

McLean, VA

The Community Foundation for Northern Virginia funds programs in areas including education, youth development, mental health, human services, the arts, and the environment, primarily serving Northern Virginia communities. Its 2025 grants had a median of $15,000, though awards varied widely; organizations can apply through grant cycles, with eligibility varying by program.

Assets

$118.7M

Grants

218

Total Given

$7.1M

Tua Joyce Family Foundation

Conshohocken, PA

Assets

$209K

Grants

5

Total Given

$116K

Hermann Family Foundation

St Louis, MO

The Hermann Family Foundation supports a range of causes, including pediatric care, medical research, higher education, healthcare campaigns, and community organizations, with most 2024 funding going to Missouri. Grants ranged from $10 to $1 million, though the median was $4,500. The profile does not state whether it accepts unsolicited requests.

Assets

—

Grants

46

Total Given

$2.9M

Tr UA C & a Wiggen Memorial Fund XXXXX5008

Chicago, IL

Assets

$169K

Grants

2

Total Given

$12K

The Church Home Society Inc

Boston, MA

The Church Home Society funds nonprofit and church programs for underserved youth ages 9–25, supporting leadership, education and vocational training, community service, and healthy living. Its guidelines generally set grants at $1,000–$15,000, and it serves the part of Massachusetts east of Worcester County within the Episcopal Diocese of Massachusetts. Applications are accepted through its online portal; emailed applications are not accepted.

Assets

$17.1M

Grants

36

Total Given

$901K

Publix Super Markets Charities Inc

Lakeland, FL

Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.

Assets

$233.8M

Grants

3,269

Total Given

$52.5M

The Community Foundation for

Jacksonville, FL

The Community Foundation for Northeast Florida supports neighborhood strengthening, nonprofit capacity, education, aging adults, the arts, women and girls, young children, and early literacy, primarily in Baker, Clay, Duval, Nassau, St. Johns, and Putnam counties. Its 2024 median grant was $5,000; Program Support grants are available up to $25,000. It accepts applications for competitive grant programs, while donor-advised grants do not accept applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$708.7M

Grants

2,470

Total Given

$78.0M

The Miami Foundation Inc

Miami, FL

The Miami Foundation funds nonprofits working on Greater Miami community priorities, including youth and families, economic opportunity, arts, health, equity, and climate resilience. Its 2023 grants had a median award of $21,585, though amounts vary widely; its grantmaking is focused on Miami-Dade County.

Philanthropy, Voluntarism & Grantmaking

Assets

$525.0M

Grants

879

Total Given

$57.2M

Community Foundation of Tampa Bay Inc

Tampa, FL

The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.0B

Grants

698

Total Given

$54.3M

Gulf Coast Community Foundation Inc

Venice, FL

Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with a focus on its Florida service area. Community grants provide up to $25,000 per organization per fiscal year; larger catalytic grants are available, and 2025 grants had a median of $16,251. It accepts unsolicited requests through scheduled Community Grant cycles; catalytic grants start with a letter of inquiry, and initiative grants are by invitation only.

Philanthropy, Voluntarism & Grantmaking

Assets

$533.7M

Grants

651

Total Given

$45.0M

Early Learning Coalition of Broward

Fort Lauderdale, FL

The Early Learning Coalition of Broward funds child care reimbursement and early-learning providers, including programs supporting child care and preschool, primarily in Broward County, Florida. Its 2025 grants ranged from $5,127 to $3,994,863, with a median of $158,921. The profile does not state whether it accepts unsolicited requests.

Human Services

Assets

$15.9M

Grants

636

Total Given

$152.2M

Verizon Foundation

Basking Ridge, NJ

The Verizon Foundation funds digital inclusion, climate protection, human prosperity, K–12 literacy and STEM, and domestic violence education and prevention, with an emphasis on underserved and diverse communities. It gives nationally, with priority in California, Massachusetts, Minnesota, New Jersey, New York, and Virginia, and also supports work in India and Israel; 2024 grants ranged from $25 to $1 million, with a $500 median. It does not accept unsolicited requests; applications are by invitation only.

Assets

$23.8M

Grants

5,464

Total Given

$7.0M

More Funders in Florida

Clarence L Robey Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?