The Clinton Roberts Foundation Inc
The Clinton S Roberts Foundation is a private, independent foundation established in 1987 and based in Bristol, Connecticut. The foundation primarily supports museums and human services organizations through its grantmaking activities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.4M
-4.5% YoY
Annual Giving
$265K
-11.4% YoY
Grant Count
23
-8.0% YoY
Avg Grant Size
$12K
-3.7% YoY
Mission & Focus Areas
The foundation's giving priorities include:
- Museums and historic preservation
- Historic buildings preservation
- Arts and culture
- Human services
- Education
- Philanthropy and voluntarism
Grantmaking
The foundation made 30 grants in 2023, with a total giving amount of $298,928. Notable recent grants include:
Grant Types
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on Connecticut, with some activity in Massachusetts and Arkansas.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year 2023:
- Total Assets: $4,606,582
- Total Giving: $298,928
- Total Revenues: -$223,841
- Total Expenses: $310,073
- Number of Employees: 0
Revenue Breakdown (2023):
- Investment income and dividends: $95,640
- Net rental income: $1,770
- Net gain from sale of non-inventory assets: -$325,991
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,401,056 | $4,606,582 | $4,682,990 |
| Revenue | $393,290 | $-223,841 | $170,699 |
| Expenses | $323,528 | $310,073 | $281,874 |
| Qualifying Distributions | $264,750 | $298,928 | $268,650 |
| Net Investment Income | $257,984 | $89,495 | $157,475 |
| Distributable Amount | $224,077 | $227,438 | $240,796 |
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 2024
Grant Size Distribution
110 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation's trustees include:
- Ellen Ferrier
- Kathy Ferrier
- Kristie Arbesman
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ELLEN FERRIER | TRUSTEE | — | $500 |
| KATHY FERRIER | TRUSTEE | — | $500 |
| KRISTIE ARBESMAN | TRUSTEE | — | $500 |
| LINDA ROBERTS ARBESMAN | TRUSTEE | 1 | $3,500 |
| LAUREN VALENTINO | TRUSTEE | — | $500 |
| HOLLY S KAUFMAN | TRUSTEE | — | $500 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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