The Clinton Roberts Foundation Inc

BRISTOL, CT EIN: 22-2867088

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

Under IRS private-foundation payout rules, The Clinton Roberts Foundation Inc reported a distributable amount of $224K for 2024 — the minimum it must pay out in qualifying distributions.

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

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

** The foundation primarily funds operations of recipient organizations

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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

3states

States

ArkansasConnecticutMassachusetts

Cities

AmherstBloomfieldBristolBurlingtonFarmingtonHartfordLittle RockNaugatuckNew BritainPlainvilleStorrsTerryvilleWindsorWorcester

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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$108K$216K$324K$433K20202021202220232024
Metric202420232022
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

$0$75K$149K$224K$299K21 grants202020 grants202121 grants202225 grants202323 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ENVIRONMENTAL LEARNING C…$25KBRISTOL BOYS AND GIRLS C…$25KSHEPARD MEADOWS THERAPEU…$25KTHE NEW ENGLAND CAROUSEL…$25KUNIVERSITY OF CT FOUNDAT…$20KFIDELCO GUIDE DOG FOUNDA…$15KUMASS - COLLEGE OF NATUR…$15KPROSPECT METHODIST CHURCH$15KOAK HILL$12KAUERBACH FARM$12K

Grant Size Distribution

110 grants across all recorded years

107<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Environmental Learning Centers of C ($25,000), Bristol Boys and Girls Club of Bris ($25,000), Shepard Meadows Therapeutic Riding ($25,000).

RecipientPurposeAmount
ENVIRONMENTAL LEARNING CENTERS OF C BRISTOL, CTOPERATIONS$25,000
ST VINCENT DEPAUL BRISTOL, CTOPERATIONS$5,000
THE BRISTOL CHORAL SOCIETY BRISTOL, CTOPERATIONS$5,000
AGAPE HOUSE BRISTOL, CTOPERATIONS$3,500
BRISTOL BOYS AND GIRLS CLUB OF BRIS BRISTOL, CTOPERATIONS$25,000
HEIFER INTERNATIONAL LITTLE ROCK, AROPERATIONS$1,000
OAK HILL HARTFORD, CTOPERATIONS$12,000
FLORA'S PET PROJECT NAUGATUCK, CTOPERATIONS$4,000
SHEPARD MEADOWS THERAPEUTIC RIDING BRISTOL, CTOPERATIONS$25,000
THE NEW ENGLAND CAROUSEL MUSEUM BRISTOL, CTOPERATIONS$25,000

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

LINDA ROBERTS ARBESMANTRUSTEE$4KELLEN FERRIERTRUSTEE$500KATHY FERRIERTRUSTEE$500KRISTIE ARBESMANTRUSTEE$500LAUREN VALENTINOTRUSTEE$500HOLLY S KAUFMANTRUSTEE$500

From 2024 filing

NameTitleHoursCompensation
ELLEN FERRIERTRUSTEE—$500
KATHY FERRIERTRUSTEE—$500
KRISTIE ARBESMANTRUSTEE—$500
LINDA ROBERTS ARBESMANTRUSTEE1$3,500
LAUREN VALENTINOTRUSTEE—$500
HOLLY S KAUFMANTRUSTEE—$500

Frequently Asked Questions

What does The Clinton Roberts Foundation Inc fund?

The foundation's giving priorities include: • Museums and historic preservation • Historic buildings preservation • Arts and culture • Human services • Education • Philanthropy and voluntarism

How do I apply for a grant from The Clinton Roberts Foundation Inc?

**Grant Amounts:** Typical awards range from $25,000 to $65,000. **Recent Grant Activity (2023):** The foundation made 30 grants in 2023, with a total giving amount of $298,928. Notable recent grants include: • American Clock and Watch Museum: $25,000 (Operations) • New England Carousel Museum: $25,000 (Operations) • Shepard Meadows Equestrian Center: $20,000 (Operations) • Bristol Boys and Girls Club (among grantees) **Grant Types:** The foundation primarily funds operations of recipient organ…

Where does The Clinton Roberts Foundation Inc make grants?

The foundation's grantmaking focuses primarily on Connecticut, with some activity in Massachusetts and Arkansas.

What size grants does The Clinton Roberts Foundation Inc award?

In 2024, The Clinton Roberts Foundation Inc awarded 23 grants totaling $265K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is The Clinton Roberts Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Clinton Roberts Foundation Inc reported a distributable amount of $224K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Clinton Roberts Foundation Inc's EIN?

The Clinton Roberts Foundation Inc's EIN (Employer Identification Number) is 22-2867088. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in The Clinton Roberts Foundation Inc's focus areas in our free grants database

Connecticut GrantsArkansas GrantsMassachusetts Grants

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

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