The Clinton Roberts Foundation Inc

Nonprofit profile at a glance

EIN
222867088
IRS 990-PF coverage
2010–2025
Forms available
Form 990-PF 2025
Location
Bristol, CT, USA
Phone
8605838675
Rating
77
Verdict
SUPPORTED
Rating confidence
Standard

Reported finances

Revenue
$579,221
Expenses
$189,099

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

The Clinton Roberts Foundation Inc is a nonprofit. Location: Bristol, CT. EIN 222867088. Tax year 2025 Form 990-PF reports $579K revenue and $189K expenses.

What it reported funding in 2025

The foundation reported 20 grants totaling $140,500. The stated grant purposes included operations, scholarship, and meals for the needy, plus 1 other reported purpose.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

SUPPORTED - The filing identifies who received its grants and the filed numbers largely add up. A relatively small share of available resources goes to charitable grants.

Rating breakdown

  • Grant Deployment: 44
  • Cost Efficiency: 74
  • Transparency: 100
  • Compliance: 98
  • Endowment Health: 91

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 44.4%; rating input score 44; 5th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 74.3%; rating input score 74; 28th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 18 of 19 controls in place; rating input score 95
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Missing
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 34.12; rating input score 91; 91st percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 44.4% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 91th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 20 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Grant Deployment: Grant deployment ratio scored 44/100.