The Clinton Roberts Foundation Inc
The Clinton Roberts Foundation Inc is a private foundation based in Bristol, Connecticut. Its 2025 filing reports grants to charitable organizations, including support for operations, scholarships, and meals for people in need.
The Clinton Roberts Foundation Inc at a glance
In short: The Clinton Roberts Foundation Inc gave $141K across 20 grants in 2025 (avg $7K), mostly in Connecticut. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $140,500
- -46.9% vs 2024
- Grants made (2025)
- 20
- -13.0% vs 2024
- Average grant
- $7,025
- -39.0% vs 2024
- Median grant
- $5,000
- Total assets
- $4,793,817
- +8.9% vs 2024
- New grantees (estimate)
- 20% first-time grantees (4 of 20, 2025; small sample)
- Primary geography
- Connecticut (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Clinton Roberts Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 125 Hill Street, Bristol, CT 06010
Phone: (860) 583-8675
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Clinton Roberts Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of CT Foundation ($20K). Together the top 10 received $108K.
Grant Size Distribution
109 grants across all recorded years
The most common grant size was under $50K: 107 grants of 109 (98%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 99% of grant dollars went to Connecticut recipients, 1% to Arkansas recipients, and 1% to New York recipients. The listed grants include recipients in all three states.
Grant Distribution by State
Share of 2025 grant dollars across all 20 itemized grants.
Cities
Is The Clinton Roberts Foundation Inc open to new grantees?
20%
first-time grantees, 2025
In 2025, 4 of 20 grantees (20%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $5K; repeat grants $7K. How we count
Medians: $3K first-time, $5K repeat.
- 70% of 2025 grantees were also funded in 2024. Method
- Giving fell 48% from 2022 to 2025. Method
- In 2025 it paid out 46% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $141K (2025) to $299K (2023). In 2025 it made 20 grants totaling $141K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of CT Foundation Storrs, CT | Scholarship | $20,000 |
| Shepard Meadows Therapeutic Riding Bristol, CT | Operations | $15,000 |
| American Clock Museum Bristol, CT | Operations | $15,000 |
| Fidelco Guide Dog Foundation Bloomfield, CT | Operations | $10,000 |
| Orphan Grain Train Terryville, CT | Operations | $10,000 |
| Prospect Methodist Church Bristol, CT | Operations | $10,000 |
| Zion Lutheran Church Bristol, CT | Meals for the Needy | $10,000 |
| Prudence Crandall Center New Britain, CT | Operations | $7,500 |
| CT Farm Bureau Windsor, CT | Operations | $5,000 |
| Oak Hill Hartford, CT | Operations | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,793,817 | $579,221 | $189,099 | $140,500 | 20 | $140,500 | $550,612 | $308,782 |
| 2024 | $4,401,056 | $393,290 | $323,528 | $264,750 | 23 | $264,750 | $257,984 | $224,077 |
| 2023 | $4,606,582 | $-223,841 | $310,073 | $298,928 | 25 | $298,928 | $89,495 | $227,438 |
| 2022 | $4,682,990 | $170,699 | $281,874 | $268,650 | 21 | $268,650 | $157,475 | $240,796 |
| 2021 | $5,673,555 | $140,515 | $256,915 | $249,500 | 20 | $249,500 | $133,100 | $248,969 |
| 2020 | $5,311,972 | $185,228 | $285,612 | $269,000 | 21 | — | $233,770 | $257,407 |
Under IRS private-foundation payout rules, The Clinton Roberts Foundation Inc reported a distributable amount of $309K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations with varied activities. For example, Fidelco Guide Dog Foundation says its mission is to promote increased independence for people who are blind by providing guide dogs. Prudence Crandall Center says it helps people achieve lives free of domestic violence through care, advocacy, support, and education. Agape House describes its work as providing housing, education, and support for people coming from incarceration.
Grantmaking
In filing year 2025, the foundation made 20 grants totaling $140,500. Awards ranged from $1,000 to $20,000, with a median grant of $5,000. The largest listed awards included $20,000 to the University of CT Foundation for a scholarship; $15,000 each to Shepard Meadows Therapeutic Riding and American Clock Museum for operations; and $10,000 each to Fidelco Guide Dog Foundation for operations, Orphan Grain Train for operations, Prospect Methodist Church for operations, and Zion Lutheran Church for meals for the needy.
Other reported grants included $7,500 to Prudence Crandall Center for operations and $5,000 each to CT Farm Bureau and Oak Hill for operations, Salvation Army for operations, and Tunxis Community College for a scholarship. Among its smaller grants, Mill Neck Foundation received $1,000. The grantee describes its mission as encouraging the inclusion of deaf people in all facets of society, including through educational and religious resources.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists the following trustees: Ellen Ferrier, Kathy Ferrier, Kristie Arbesman, Linda Roberts Arbesman, Lauren Valentino, and Holly S Kaufman.
The Clinton Roberts Foundation Inc's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kathy Ferrier
Trustee
On filings since 2020
$500 (2020) → $0 (2025)
Kristie Arbesman
Trustee
On filings since 2020
$500 (2020) → $0 (2025)
Lauren Valentino
Trustee
On filings since 2020
$500 (2020) → $0 (2025)
Linda Roberts Arbesman
Trustee
On filings since 2020
$3K (2020) → $0 (2025)
Ellen Ferrier
Trustee
On filings since 2022
$500 (2022) → $0 (2025)
Holly S. Kaufman
Trustee
On filings since 2022
$500 (2022) → $0 (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $4K, to Linda Roberts Arbesman (Trustee). 6 officers or directors reported compensation on that filing.
Frequently asked questions about The Clinton Roberts Foundation Inc
How much does The Clinton Roberts Foundation Inc give each year?
The Clinton Roberts Foundation Inc gave $141K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $265K across 23 grants.
What is The Clinton Roberts Foundation Inc's typical grant size?
The Clinton Roberts Foundation Inc's median grant in 2025 was $5,000, and its average grant was $7,025, across 20 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Clinton Roberts Foundation Inc that year got $5K on average.
Where does The Clinton Roberts Foundation Inc give grants?
The Clinton Roberts Foundation Inc gives mostly in Connecticut: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bristol, CT (11 grants).
Does The Clinton Roberts Foundation Inc give general operating support?
Not in 2025: none of the 20 grants with a stated purpose on The Clinton Roberts Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Operations" (16 grants).
Who are The Clinton Roberts Foundation Inc's largest grantees?
The Clinton Roberts Foundation Inc's largest 2025 grantees include University of CT Foundation ($20,000), Shepard Meadows Therapeutic Riding ($15,000) and American Clock Museum ($15,000), according to its 2025 IRS Form 990-PF. Together they received 36% of its itemized 2025 grant dollars.
How large is The Clinton Roberts Foundation Inc?
The Clinton Roberts Foundation Inc reported $4.8M in total assets on its 2025 IRS Form 990-PF. It paid out $141K in qualifying distributions that year, against a required minimum of $309K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Clinton Roberts Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations with varied activities. For example, Fidelco Guide Dog Foundation says its mission is to promote increased independence for people who are blind by providing guide dogs. See mission & focus areas ↑
How do I apply for a grant from The Clinton Roberts Foundation Inc?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does The Clinton Roberts Foundation Inc 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 20, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
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Cite this profile
Grantable. (2026). The Clinton Roberts Foundation Inc funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/the-clinton-roberts-foundation-inc-morg_8dfa2383bee94628a0dec5b435975800
BibTeX
@misc{grantable_222867088_2026,
author = {{Grantable}},
title = {{The Clinton Roberts Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-clinton-roberts-foundation-inc-morg_8dfa2383bee94628a0dec5b435975800},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Clinton Roberts Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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