Clarence L Robey Charitable Trust
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 24 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
155 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ALISON SUNBERG Harrisonburg, VA | SCHOLARSHIP | $6,000 |
| BRIDGET DOHERTY Columbia, SC | SCHOLARSHIP | $6,000 |
| KAITLYN CROWLEY Morgantown, WV | SCHOLARSHIP | $6,000 |
| MATTHEW MURRAY Coral Gables, FL | SCHOLARSHIP | $6,000 |
| PURCELLVILLE PUBLIC SAFETY CENTER Purcellville, VA | GENERAL OPERATING | $5,000 |
| TREE OF LIFE MINISTRIES Purcellville, VA | GENERAL OPERATING | $5,000 |
| PURCEVILLE LIBRARY ADVISORY BOARD Purceville, VA | GENERAL OPERATING | $4,000 |
| KETOCTIN BAPTIST CHURCH Round Hill, VA | GENERAL OPERATING | $3,000 |
| AIDEN GAMMACHE Harrisonburg, VA | SCHOLARSHIP | $2,000 |
| ANGELA ROCIO GUTIERREZ Richmond, VA | SCHOLARSHIP | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 30, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 4, 2023)
- 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
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.
Here's the math on researching Clarence L Robey Charitable Trust by hand.
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