The Robey Charitable Trust is a private foundation based in Redding, Connecticut. Its 2024 filing reports grants to educational institutions, community organizations, and organizations providing assistance to people with disabilities or health conditions.
Key facts about The Robey Charitable Trust
In short: The Robey Charitable Trust gave $419K across 18 grants in 2024 (avg $23K), top state Florida. 22% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 59-6961615
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $419,000
- Grants made (2024)
- 18
- Average grant
- $23,278
- Median grant
- $7,000
- New grantees (estimate)
- 22% first-time grantees (4 of 18, 2024)
- Total assets
- $9,947,366
- Primary geography
- Florida (36% of itemized 2024 grant dollars)
- How to apply
- The 2024 filing says the foundation does not restrict giving to preselected organizations. Full details ↓
- Deadline
- The 2024 filing states that the deadline for student essays is the last day of the year.
Data from IRS Form 990-PF, 2024; 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 2024 IRS Form 990-PF · View filing
Total Assets
$9.9M
+1.4% YoY
Annual Giving
$419K
+13.7% YoY
Grant Count
18
+12.5% YoY
Avg Grant Size
$23K
+1.0% YoY
Under IRS private-foundation payout rules, The Robey Charitable Trust reported a distributable amount of $478K for 2024 — the minimum it must pay out in qualifying distributions.
Is The Robey Charitable Trust open to new grantees?
22%
first-time grantees, 2024
In 2024, 4 of 18 grantees (22%) were first-time recipients. First grants averaged $7K; repeat grants $28K. How we count
Medians: $6K first-time, $8K repeat.
- 72% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−14%). Method
- In 2024 it paid out 88% 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 (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement is provided. The 2024 grants show support for tuition and scholarships, educational administration, library services, and community and assistance programs. Among the grantees, Ave Maria School of Law describes its mission as educating students toward a Juris Doctor degree. Catholic Charities Inc describes its mission as partnering with others to strengthen families and help people achieve their potential. LifeStriders says it provides life-enhancing physical and psychological experiences and services to people with special needs and their families. The Center for Empowerment and Education says it works to break the cycle of interpersonal violence through empowerment, education, and support services.
Grantmaking
In filing year 2024, the trust reported 18 grants totaling $419,000. Grants ranged from $2,500 to $150,000, with a median grant of $7,000.
Review Cycle
The 2024 filing states that the deadline for student essays is the last day of the year. That filing’s stated deadline is a past cycle; it does not establish a current deadline.
Ready to take the next step with The Robey Charitable Trust?
Geographic Focus
Where this funder awards grants
In 2024, the reported shares of grant dollars by recipient state were Florida 36%, Michigan 31%, Connecticut 21%, Georgia 6%, and Wisconsin 5%.
Grant Distribution by State
Share of 2024 grant dollars across all 18 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $369K (2023) to $518K (2020). In 2024 it made 18 grants totaling $419K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Ave Maria School of Law ($150K). Together the top 10 received $386K.
Grant Size Distribution
77 grants across all recorded years
The most common grant size was under $50K: 64 grants of 77 (83%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ave Maria School of Law Naples, FL | Tuition Support | $150,000 |
| Hillsdale College Hillsdale, MI | Tuition and Administration Support | $121,000 |
| The William F Buckley Jr Program New Haven, CT | Tuition Support | $30,000 |
| St James Catholic School Savannah, GA | Tuition Support | $25,000 |
| Catholic Charities Bridgeport, CT | Breakfast Program and Behavorial Health Clinic | $20,000 |
| Mark Twain Library Redding, CT | Library Services | $10,000 |
| Leader Dogs Rochester Hills, MI | Blind and Impaired Assistance Support | $8,000 |
| Cathedral of St John Milwaukee, WI | Tuition Support | $8,000 |
| Lifestriders Waukesha, WI | Imparement Assistance | $7,000 |
| WI Parkinson Associates Brookfiled, WI | Parkinson Assistance | $7,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $9,947,366 | $524,611 | $544,757 | $419,000 |
| 2023 | $9,810,962 | $334,302 | $480,700 | $368,591 |
| 2022 | $10,139,240 | $217,816 | $519,586 | $411,500 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,947,366 | $9,810,962 | $10,139,240 |
| Revenue | $524,611 | $334,302 | $217,816 |
| Expenses | $544,757 | $480,700 | $519,586 |
| Qualifying Distributions | $419,000 | $368,591 | $468,934 |
| Net Investment Income | $430,461 | $267,660 | $200,019 |
| Distributable Amount | $477,502 | $452,570 | $456,450 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Matthew Robey, Paul Robey, Elizabeth Robey, and Pamela Robey as officers.
The Robey Charitable Trust's 2024 filing lists 4 officers; 2 of 4 officers listed in 2024 are compensated.
Officers on the 2024 filing
Pamela Robey
Officer
On filings since 2020
1 hr/week
$20K (2020) → $48K (2024)
Paul Robey
Officer
On filings since 2020
1 hr/week
$330 (2021) → $4K (2024)
Elizabeth Robey
Officer
On filings since 2020
1 hr/week
No compensation reported
Matthew Robey
Officer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 $48K, to Pamela Robey (Officer). 2 officers or directors reported compensation on that filing.
Contact
Application contact: Matthew J Robey
Mailing address: 1 Dry River Court, Redding, CT 06896
Phone: (912) 598-0365
Frequently asked questions about The Robey Charitable Trust
How much does The Robey Charitable Trust give each year?
The Robey Charitable Trust gave $419K across 18 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $369K across 16 grants.
What is The Robey Charitable Trust's typical grant size?
The Robey Charitable Trust's median grant in 2024 was $7,000, and its average grant was $23,278, across 18 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Robey Charitable Trust that year got $7K on average.
Where does The Robey Charitable Trust give grants?
The Robey Charitable Trust's top state is Florida, with 36% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Michigan (31%) and Connecticut (21%). The most frequent recipient cities were Danbury, CT (4 grants) and Redding, CT (2 grants).
Does The Robey Charitable Trust give general operating support?
Not in 2024: none of the 18 grants with a stated purpose on The Robey Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Tuition Support" (8 grants).
Who are The Robey Charitable Trust's largest grantees?
The Robey Charitable Trust's largest 2024 grantees include Ave Maria School of Law ($150,000), Hillsdale College ($121,000) and The William F Buckley Jr Program ($30,000), according to its 2024 IRS Form 990-PF. Together they received 72% of its itemized 2024 grant dollars.
How large is The Robey Charitable Trust?
The Robey Charitable Trust reported $9.9M in total assets on its 2024 IRS Form 990-PF. It paid out $419K in qualifying distributions that year, against a required minimum of $478K (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 Robey Charitable Trust fund?
No mission statement is provided. The 2024 grants show support for tuition and scholarships, educational administration, library services, and community and assistance programs. Among the grantees, Ave Maria School of Law describes its mission as educating students toward a Juris Doctor degree. See mission & focus areas ↑
How do I apply for a grant from The Robey Charitable Trust?
The 2024 filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Robey Charitable Trust's EIN?
The Robey Charitable Trust's EIN (Employer Identification Number) is 59-6961615. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Robey Charitable Trust by hand.
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