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

-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

Connecticut $1.3M (94%)

Massachusetts $80K (6%)

Arkansas $5K (0%)

States

Arkansas Connecticut Massachusetts

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

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

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).

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

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

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.