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CLINTON S. ROBERTS FOUNDATION, INC. THE

Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: CLINTON S. ROBERTS FOUNDATION, INC. THE
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 23 Dec 1987
Business ALEI: 0210261
Annual report due: 23 Dec 2025
Business address: 104 Bellevue Avenue, BRISTOL, CT, 06010, United States
Mailing address: C/O JAMES ZIOGAS, JR. 104 Bellevue Avenue, BRISTOL, CT, United States, 06010
ZIP code: 06010
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: jziogas@ziogaslaw.com

Industry & Business Activity

NAICS

813211 Grantmaking Foundations

This U.S. industry comprises establishments known as grantmaking foundations or charitable trusts. Establishments in this industry award grants from trust funds based on a competitive selection process or the preferences of the foundation managers and grantors; or fund a single entity, such as a museum or university. Learn more at the U.S. Census Bureau

Agent

Name Role Business address Phone E-Mail Residence address
JAMES ZIOGAS JR. Agent 104 Bellevue Avenue, BRISTOL, CT, 06010, United States +1 860-735-6700 jziogas@ziogaslaw.com 716 WOLCOTT RD, BRISTOL, CT, 06010, United States

Officer

Name Role Business address Residence address
Lauren Valentino Officer 104 Bellevue Avenue, BRISTOL, CT, 06010, United States 104 Bellevue Avenue, Bristol, CT, 06010, United States
Kathleen Ferrier Officer 104 Bellevue Avenue, BRISTOL, CT, 06010, United States 104 Bellevue Avenue, BRISTOL, CT, 06010, United States
LINDA ARBESMAN Officer 104 Bellevue Avenue, BRISTOL, CT, 06010, United States 125 HILL STREET, BRISTOL, CT, 06010, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012189480 2024-12-19 - Annual Report Annual Report -
BF-0011388328 2023-12-05 - Annual Report Annual Report -
BF-0010195753 2022-12-07 - Annual Report Annual Report 2022
BF-0010041885 2021-12-16 - Annual Report Annual Report -
BF-0008941378 2021-08-31 - Annual Report Annual Report 2012
BF-0008941370 2021-08-31 - Annual Report Annual Report 2020
BF-0008941377 2021-08-31 - Annual Report Annual Report 2018
BF-0008941372 2021-08-31 - Annual Report Annual Report 2017
BF-0008941373 2021-08-31 - Annual Report Annual Report 2019
BF-0010109698 2021-08-31 2021-08-31 Interim Notice Interim Notice -

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
22-2867088 Corporation Unconditional Exemption 10 RIVERSIDE AVE, BRISTOL, CT, 06010-6311 1988-03
In Care of Name % CHRISTOPHER ZIOGAS
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 1,000,000 to 4,999,999
Income 500,000 to 999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 4606582
Income Amount 935119
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name CLINTON S ROBERTS FOUNDATION INC
EIN 22-2867088
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name CLINTON S ROBERTS FOUNDATION INC
EIN 22-2867088
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name CLINTON S ROBERTS FOUNDATION INC
EIN 22-2867088
Tax Period 202012
Filing Type E
Return Type 990PF
File View File
Organization Name CLINTON S ROBERTS FOUNDATION INC
EIN 22-2867088
Tax Period 201912
Filing Type E
Return Type 990PF
File View File
Organization Name CLINTON S ROBERTS FOUNDATION INC
EIN 22-2867088
Tax Period 201812
Filing Type E
Return Type 990PF
File View File
Organization Name CLINTON S ROBERTS FOUNDATION INC
EIN 22-2867088
Tax Period 201712
Filing Type E
Return Type 990PF
File View File
Organization Name CLINTON S ROBERTS FOUNDATION INC
EIN 22-2867088
Tax Period 201612
Filing Type E
Return Type 990PF
File View File
Organization Name CLINTON S ROBERTS FOUNDATION INC
EIN 22-2867088
Tax Period 201512
Filing Type E
Return Type 990PF
File View File

Property Vision Details

This table provides a snapshot of property information, including key details such as the property address, owner, assessed value, recent sales history (if available), and notable features.

Town Location MBLU Size PID url
Bristol 551 PEACEDALE ST 59//16// 23.9 2816 Source Link
Acct Number 0248843
Assessment Value $16,945,810
Appraisal Value $24,208,300
Land Use Description Educational 94
Zone R-25
Land Assessed Value $1,901,760
Land Appraised Value $2,716,800

Parties

Name CITY OF BRISTOL
Sale Date 1990-10-04
Name CLINTON S. ROBERTS FOUNDATION, INC. THE
Sale Date 1990-08-10
Bristol BATTLE ST 62//15// 15.60 15368 Source Link
Acct Number 0151467
Assessment Value $9,290
Appraisal Value $485,170
Land Use Description Farm
Zone R-25
Land Assessed Value $9,290
Land Appraised Value $485,170

Parties

Name CLINTON S. ROBERTS FOUNDATION, INC. THE
Sale Date 2003-10-08
Bristol PEACEDALE ST 59//20// 55.90 15366 Source Link
Acct Number 0151440
Assessment Value $33,280
Appraisal Value $764,700
Land Use Description Farm
Zone R-25
Neighborhood 70
Land Assessed Value $33,280
Land Appraised Value $764,700

Parties

Name BRITT TIMOTHY P ESTATE OF
Sale Date 2024-12-09
Name BRITT TIMOTHY P
Sale Date 2010-04-27
Sale Price $202,000
Name BRITT APARTMENTS, LLC
Sale Date 2003-08-26
Sale Price $160,000
Name ADAMS STELLA S
Sale Date 2003-08-26
Name ADAMS STELLA S
Sale Date 1997-05-06
Name CLINTON S. ROBERTS FOUNDATION, INC. THE
Sale Date 2003-10-08
Bristol 430 JAMES P CASEY RD 62//8-1A// 0.82 23043 Source Link
Acct Number 0272281
Assessment Value $337,820
Appraisal Value $482,600
Land Use Description Single Family
Zone R-25
Neighborhood 80
Land Assessed Value $61,600
Land Appraised Value $88,000

Parties

Name LU JIE + ZHANG HANLIN
Sale Date 2018-02-12
Name ZHANG HANLIN
Sale Date 2015-01-07
Sale Price $276,000
Name TEMA AGIM + FATBARDHA SURV
Sale Date 2005-04-21
Sale Price $421,700
Name JABAJ ENTERPRISES, LLC
Sale Date 2003-12-18
Name CLINTON S. ROBERTS FOUNDATION, INC. THE
Sale Date 2003-10-08
Redding 41 CHESTNUT WOODS RD 19//10// 2 3005 Source Link
Acct Number 00308900
Assessment Value $927,300
Appraisal Value $1,324,700
Land Use Description Single Family Res
Zone R-2
Neighborhood 160
Land Assessed Value $182,000
Land Appraised Value $260,000

Parties

Name ROGELL MATTHEW R & AMY
Sale Date 2013-07-08
Sale Price $1,000,000
Name CUTLER DAVID D A/K/A CUTLER DAVID M &
Sale Date 2003-09-08
Name CUTLER DAVID D & CAROL P
Sale Date 2000-02-01
Name CHITNIS RAJ & JAY K
Sale Date 1998-12-07
Name GEMINI DEVELOPMENT CORPORATION
Sale Date 1997-07-28
Name CLINTON S. ROBERTS FOUNDATION, INC. THE
Sale Date 2003-10-08
Name FALLS VILLAGE DELI AND CONVENIENCE STORE LLC
Sale Date 2017-08-22
Sale Price $64,000
Name DRAKE PETROLEUM COMPANY, INC.
Sale Date 2007-06-21
Name KENYON OIL COMPANY, INC.
Sale Date 1996-05-01
Sale Price $188,000
Name DUARTE PAULO S + ELIZABETE T
Sale Date 2002-03-28
Sale Price $218,000
Name TALMADGE MARK C
Sale Date 2000-05-10
Sale Price $26,750
Name CONCEPT HOMES, L.L.C.
Sale Date 1998-11-12
Sale Price $26,000
Name BABIYAN BLANCHE EST OF
Sale Date 1997-03-19
Name BABIYAN BLANCHE
Sale Date 1977-03-23
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information