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Nonprofit · EIN 22-2867088

CLINTON S ROBERTS FOUNDATION

Tax-exempt · BRISTOL, CT 06010

Financials

−$224K$310K2023$393K$324K2024$579K$189K2025
Revenue Expenses · by fiscal year end
Financials of CLINTON S ROBERTS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$579,221$189,099$390,122$4,793,817$0$4,793,817
December 31, 2024990-PF$393,290$323,528$69,762$4,401,056$0$4,401,056
December 31, 2023990-PF-$223,841$310,073-$533,914$4,606,582$0$4,606,582
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$120,817
Interest
$22
Net rental income
-$2,781
Net gain from sales of assets
$455,382

Expenses

Grants and similar amounts paid
$140,500
Disbursements for charitable purposes
$140,500
Excise tax on investment income
$7,654

Balance sheet and other

Total assets, start of year
$4,401,056
Total assets, end of year
$4,793,817
Total liabilities, end of year
$0
Net assets, end of year
$4,793,817
Fair market value of assets
$6,709,321
Qualifying distributions
$140,500
Net investment income
$579,221

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ELLEN FERRIER
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE0$0
KATHY FERRIER
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE0$0
KRISTIE ARBESMAN
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE0$0
LINDA ROBERTS ARBESMAN
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE0$0
LAUREN VALENTINO
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE0$0
HOLLY S KAUFMAN
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
LINDA ROBERTS ARBESMAN
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE1$3,500
ELLEN FERRIER
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE0$500
KATHY FERRIER
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE0$500
KRISTIE ARBESMAN
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE0$500
LAUREN VALENTINO
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE0$500
HOLLY S KAUFMAN
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE0$500
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
LINDA ROBERTS ARBESMAN
125 HILL STREET, BRISTOL, CT 06010
TRUSTEE2$3,500
ELLEN FERRIER
PO BOX 1399 10 RIVERSIDE AVE, BRISTOL, CT 06010
Trustee1$500
KATHY FERRIER
PO BOX 1399, BRISTOL, CT 06010
Trustee1$500
KRISTIE ARBESMAN
PO BOX 1399, BRISTOL, CT 06010
Trustee1$500
LAUREN VALENTINO
PO BOX 1399, BRISTOL, CT 06010
Trustee1$500
HOLLY S KAUFMAN
PO BOX 1399 10 RIVERSIDE AVE, BRISTOL, CT 06010
Trustee1$500

Address and contacts

Address (IRS master file)
125 HILL ST, BRISTOL, CT 06010-2969
In care of
% CHRISTOPHER ZIOGAS
Signed the 990-PF
LINDA ROBERTS ARBESMAN, TRUSTEE
Phone
(860) 583-8675
Return prepared by
ADAMS SAMARTINO & COMPANY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-2867088
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,793,817
Income (IRS master file)
$6,294,513

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$579,221$189,099$4,793,817IRS
990-PFDecember 2024$393,290$323,528$4,401,056IRS
990-PFDecember 2023-$223,841$310,073$4,606,582XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about CLINTON S ROBERTS FOUNDATION

What is the EIN of CLINTON S ROBERTS FOUNDATION?
The employer identification number (EIN) of CLINTON S ROBERTS FOUNDATION is 22-2867088.
Is CLINTON S ROBERTS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to CLINTON S ROBERTS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CLINTON S ROBERTS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CLINTON S ROBERTS FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CLINTON S ROBERTS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CLINTON S ROBERTS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does CLINTON S ROBERTS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $579,221, expenses of $189,099 and total assets of $4,793,817 at year end.

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