Edward C & Ann T Roberts Foundation logo

Edward C & Ann T Roberts Foundation

Private foundation · Grantmaker West Hartford, CT EIN: 06-6067995 Website

The Edward C. and Ann T. Roberts Foundation is a private foundation based in West Hartford, Connecticut. Established in 1964, it supports the arts in the Greater Hartford area, with a stated commitment to funding the arts for arts’ sake and to supporting exceptional aesthetic experiences.

Key facts about Edward C & Ann T Roberts Foundation

In short: Edward C & Ann T Roberts Foundation gave $394K across 37 grants in 2025 (avg $11K), mostly in Connecticut. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
06-6067995
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$393,500
Grants made (2025)
37
Average grant
$10,635
Median grant
$8,000
New grantees (estimate)
9% first-time grantees (3 of 35, 2025)
Total assets
$6,018,232
Primary geography
Connecticut (100% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓
Deadline
The 2026 Excellence in the Arts application deadlines are February 2, May 1, August 3, and November 2.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.0M

-1.7% YoY

Annual Giving

$394K

-9.4% YoY

Grant Count

37

+0.0% YoY

Avg Grant Size

$11K

-9.4% YoY

Under IRS private-foundation payout rules, Edward C & Ann T Roberts Foundation reported a distributable amount of $396K for 2025 — the minimum it must pay out in qualifying distributions.

Is Edward C & Ann T Roberts Foundation open to new grantees?

9%

first-time grantees, 2025

In 2025, 3 of 35 grantees (9%) were first-time recipients. First grants averaged $15K; repeat grants $11K. How we count

Medians: $10K first-time, $8K repeat.

  • 74% of 2025 grantees were also funded in 2024. Method
  • Giving fell 34% from 2022 to 2025. Method
  • In 2025 it paid out 121% 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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation seeks to fund exceptional aesthetic experiences that reflect, celebrate, and elevate the human spirit. It supports arts nonprofits and projects in visual and performing arts, including the creation of new work and partnerships between artists and arts organizations. Its Visual Artist Compensation Policy is intended to help ensure that visual artists are fairly compensated.

Examples of supported organizations illustrate the range of its arts grantmaking. Hartford Symphony Orchestra describes its mission as enriching lives and community through great music. TheaterWorks says it creates contemporary theater, celebrates new voices, and invites meaningful conversations. New Britain Museum of American Art says it provides public enrichment and inspiration through American art, while Ballet Hartford describes producing both classical ballet and new choreographic works.

Grantmaking

In filing year 2025, the foundation awarded 37 grants totaling $393,500. Grants ranged from $4,000 to $25,000, with a median award of $8,000. Among the largest awards were $25,000 to Hartford Stage for a concert with the Hartford Chorale; $25,000 to Hartford Symphony Orchestra for its Paul Brown Monday Night Jazz Series; $25,000 to Stowe Center for Literary Activism for the Connecticut LGBTQ Film Festival; and two $25,000 grants to TheaterWorks for an exhibit and a theater production. Other notable awards included $20,000 to Greater Hartford Festival of Jazz and $20,000 to New Britain Museum of American Art.

Review Cycle

The 2026 Excellence in the Arts application deadlines are February 2, May 1, August 3, and November 2.

Open Grants

2 open opportunities from Edward C & Ann T Roberts Foundation

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Geographic Focus

Where this funder awards grants

The foundation limits Excellence in the Arts funding to organizations located in Hartford County and gives priority to arts nonprofits in Hartford, Bloomfield, East Hartford, Farmington, New Britain, Newington, South Windsor, West Hartford, Wethersfield, and Windsor. Organizations in contiguous towns may be considered and are advised to discuss eligibility with the executive director. All 2025 grant dollars went to recipients in Connecticut.

Grant Distribution by State

1state

Share of all 37 itemized 2025 grant dollars.

States

Cities

HartfordWest HartfordNew BritainFarmingtonBloomfieldRocky HillWindsorWethersfieldEast HartfordGlastonburyMontvilleSalem

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K39 grants201938 grants202032 grants202136 grants202236 grants202337 grants202437 grants2025

From 2019 to 2025, annual grant giving ranged from $365K (2019) to $600K (2022). In 2025 it made 37 grants totaling $394K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Theaterworks: $50K across 2 grantsTheaterworks$50K · 2 grantsStowe Center for Literary Activism: $30K across 2 grantsStowe Center for LiteraryActivism$30K · 2 grantsHartford Stage: $25KHartford Stage$25KHartford Symphony Orchestra: $25KHartford Symphony Orchestra$25KGreater Hartford Festival of Jazz: $20KGreater Hartford Festival ofJazz$20KNew Britain Museum of American Art: $20KNew Britain Museum of AmericanArt$20KCapital Classics Theatre Company: $12KCapital Classics TheatreCompany$12KBallet Hartford: $10KBallet Hartford$10KConnecticut Ballet: $10KConnecticut Ballet$10KFirst Night: $10KFirst Night$10K

The largest 2025 recipient was Theaterworks ($50K across 2 grants). Together the top 10 received $212K.

Grant Size Distribution

178 grants across all recorded years

172<$50K5$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 172 grants of 178 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Hartford Stage Hartford, CTFunding to Support Christmas with Hartford Chorale Concert$25,000
Hartford Symphony Orchestra Hartford, CTFunding to support the 2025 paul brown monday night jazz series$25,000
Stowe Center for Literary Activism Hartford, CTFunding to support the 2025 ct lgbtq film festival$25,000
Theaterworks Hartford, CTFunding to Support the David Jackson Exhibit$25,000
Theaterworks Hartford, CTFunding to support the production of the cannibals of Mcgower county$25,000
Greater Hartford Festival of Jazz Hartford, CTFunding to Support the 2025 Choreographers' Showcase$20,000
New Britain Museum of American Art New Britain, CTFunding to Support Book Dances Production$20,000
Capital Classics Theatre Company West Hartford, CTFunding to Support the Yunie Mojica Concert$12,000
Ballet Hartford Hartford, CTFunding to Support the 2025 Festival Concert$10,000
Connecticut Ballet Hartford, CTFunding to support john violin local art stage digital production$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $6,018,232 $460,090 $541,377 $393,500
2024 $6,121,141 $491,004 $577,167 $434,400
2023 $6,207,304 $267,189 $603,496 $465,500
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2019202020212022202320242025
Metric202520242023
Total Assets$6,018,232$6,121,141$6,207,304
Revenue$460,090$491,004$267,189
Expenses$541,377$577,167$603,496
Qualifying Distributions$479,428$522,981$540,013
Net Investment Income$403,638$436,818$217,323
Distributable Amount$395,882$378,568$353,158

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 March 10, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 10, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 4, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 3, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 19, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 16, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Carrie Hammond as president; Andrew Latimer as treasurer; Lisa Lazarus as secretary; and Lisa Curran as executive director. Directors and other listed roles are Dennis Hannigan, Greg Jones, Amy Sailor, Larry Samplatsky, Noely Sanchez Velez, and Eric Ort, arts representative.

Edward C & Ann T Roberts Foundation is led by Lisa Curran, Executive Director on every filing since 2019; 1 of 10 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Lisa Curran

    Executive Director

    On filings since 2019

    10 hrs/week

    $24K (2019) → $45K (2025)

  • Carrie Hammond

    President

    Board Member → President, 2020

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Andrew Latimer

    Treasurer

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Dennis Hannigan

    Board Member

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Lisa Lazarus

    Secretary

    Board Member → Secretary, 2025

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Noely Sanchez Velez

    Board Member

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Amy Sailor

    Board Member

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Eric Ort

    Arts Representative

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Greg Jones

    Board Member

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Larry Samplatsky

    Board Member

    New on the 2025 filing

    2 hrs/week

    No compensation reported

Former officers (10)
  • Former: Michael Campbell (2019–2024) — Board Member
  • Former: Olivia White (2019–2024) — Secretary
  • Former: Joseph Young (2021–2024) — Board Member
  • Former: Anna Swinbourne (2023–2024) — Arts Representative
  • Former: Carlos Hernandez Chavez (2019–2023) — Board Member
  • Former: Brenda Miler (2020–2022) — Arts Representative
  • Former: Rebekah Humphrey (2019–2021) — Board Member
  • Former: Alex Williams (2019) — Board Member
  • Former: Pedro Bermudez (2019) — Board Member
  • Former: Steven Raider Ginsberg (2019) — Arts Representative

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

Lisa Curran — Executive Director: $45KLisa CurranExecutive Director$45K

The highest reported compensation on the 2025 filing was $45K, to Lisa Curran (Executive Director).

Contact

Application contact: Lisa M Curran
Mailing address: PO Box 271588, West Hartford, CT 06127-1588
Phone: (860) 233-0228
Website: https://therobertsfoundation.org

Frequently asked questions about Edward C & Ann T Roberts Foundation

How much does Edward C & Ann T Roberts Foundation give each year?

Edward C & Ann T Roberts Foundation gave $394K across 37 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $434K across 37 grants.

What is Edward C & Ann T Roberts Foundation's typical grant size?

Edward C & Ann T Roberts Foundation's median grant in 2025 was $8,000, and its average grant was $10,635, across 37 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Edward C & Ann T Roberts Foundation that year got $15K on average.

Where does Edward C & Ann T Roberts Foundation give grants?

Edward C & Ann T Roberts Foundation gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Hartford, CT (21 grants), West Hartford, CT (6 grants), New Britain, CT (4 grants) and Farmington, CT (2 grants).

Does Edward C & Ann T Roberts Foundation give general operating support?

Not in 2025: none of the 37 grants with a stated purpose on Edward C & Ann T Roberts Foundation's 2025 IRS Form 990-PF were described as general or operating support.

Who are Edward C & Ann T Roberts Foundation's largest grantees?

Edward C & Ann T Roberts Foundation's largest 2025 grantees include Theaterworks ($50,000 across 2 grants), Stowe Center for Literary Activism ($30,000 across 2 grants) and Hartford Stage ($25,000), according to its 2025 IRS Form 990-PF. Together they received 27% of its itemized 2025 grant dollars.

How large is Edward C & Ann T Roberts Foundation?

Edward C & Ann T Roberts Foundation reported $6.0M in total assets on its 2025 IRS Form 990-PF. It paid out $479K in qualifying distributions that year, against a required minimum of $396K (roughly 5% of its investment assets).

What does Edward C & Ann T Roberts Foundation fund?

The foundation seeks to fund exceptional aesthetic experiences that reflect, celebrate, and elevate the human spirit. It supports arts nonprofits and projects in visual and performing arts, including the creation of new work and partnerships between artists and arts organizations. See mission & focus areas ↑

How do I apply for a grant from Edward C & Ann T Roberts Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Edward C & Ann T Roberts Foundation's EIN?

Edward C & Ann T Roberts Foundation's EIN (Employer Identification Number) is 06-6067995. IRS Form 990 filing data is available on this page for 2019–2025.

Does Edward C & Ann T Roberts Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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