The Robey Charitable Trust is a private foundation focused on Education, based in REDDING, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.9M in total assets. In 2024, it awarded 18 grants totaling $419K. Net investment income was $430K.
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.
About The Robey Charitable Trust
Based on IRS filings
The Robey Charitable Trust is a private foundation focused on Education, based in REDDING, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.9M in total assets. In 2024, it awarded 18 grants totaling $419K. Net investment income was $430K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ave Maria School of Law ($150,000), Hillsdale College ($121,000), The William F Buckley Jr Program ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AVE MARIA SCHOOL OF LAW NAPLES, FL | TUITION SUPPORT | $150,000 |
| CATHOLIC CHARITIES BRIDGEPORT, CT | BREAKFAST PROGRAM AND BEHAVORIAL HEALTH CLINIC | $20,000 |
| HILLSDALE COLLEGE HILLSDALE, MI | TUITION AND ADMINISTRATION SUPPORT | $121,000 |
| LEADER DOGS ROCHESTER HILLS, MI | BLIND AND IMPAIRED ASSISTANCE SUPPORT | $8,000 |
| LIFESTRIDERS WAUKESHA, WI | IMPAREMENT ASSISTANCE | $7,000 |
| MARK TWAIN LIBRARY REDDING, CT | LIBRARY SERVICES | $10,000 |
| NEW POND FARM WEST REDDING, CT | ENVIORMENTAL EDUCATION | $5,000 |
| REDDING COUNTRY CLUB SCHOLARSHIPS REDDING, CT | TUITION SUPPORT | $2,500 |
| ST JAMES CATHOLIC SCHOOL SAVANNAH, GA | TUITION SUPPORT | $25,000 |
| THE CENTER FOR EMPOWERMENT AND EDUCATION DANBURY, CT | HEALTH CARE SERVCIES | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MATTHEW ROBEY | OFFICER | 1 | — |
| PAUL ROBEY | OFFICER | 1 | $4,000 |
| ELIZABETH ROBEY | OFFICER | 1 | — |
| PAMELA ROBEY | OFFICER | 1 | $48,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Robey Charitable Trust?
The Robey Charitable Trust is a private foundation focused on Education, based in REDDING, CT. It holds $9.9M in total assets as of 2024.
How large is The Robey Charitable Trust?
As of 2024, The Robey Charitable Trust holds $9.9M in total assets with $525K in annual revenue. It awarded 18 grants totaling $419K in 2024.
Where does The Robey Charitable Trust operate?
The Robey Charitable Trust has awarded grants in Connecticut, Florida, Georgia, Illinois, Michigan, New Hampshire, New Jersey, Tennessee, Texas, Virginia, Wisconsin.
What size grants does The Robey Charitable Trust award?
In 2024, The Robey Charitable Trust awarded 18 grants totaling $419K — an average of about $23K per grant, based on its IRS Form 990 filings.
How much is The Robey Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robey Charitable Trust reported a distributable amount of $478K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Robey Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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