Robert a P Holderby Trust
Robert a P Holderby Trust is a private foundation focused on Education, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grant totaling $100K.
Robert a P Holderby Trust at a glance
In short: Robert a P Holderby Trust gave $100K across 1 grant in 2024 (avg $100K), mostly in Illinois. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $99,757
- +2627.1% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $99,757
- +2627.1% vs 2023
- Median grant
- $99,757
- Primary geography
- Illinois (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Robert a P Holderby Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Illinois College ($100K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Robert a P Holderby Trust gives
- Giving grew 3464% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $3K (2021) to $100K (2024). In 2024 it made 1 grant totaling $100K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Illinois College Jacksonville, IL | General Operating | $99,757 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $985 | $104,299 | $99,757 | 1 | $103,174 | — | $565 |
| 2023 | $110,559 | $-1,592 | $8,734 | $3,658 | 1 | $5,631 | $435 | $4,491 |
| 2022 | $120,925 | $23,285 | $8,953 | $4,433 | 1 | $6,202 | $20,951 | $5,427 |
| 2021 | $106,597 | $17,669 | $6,860 | $2,799 | 1 | $4,564 | $15,378 | $6,198 |
| 2020 | $95,788 | $2,937 | $8,002 | $2,945 | 1 | — | $634 | $5,564 |
Under IRS private-foundation payout rules, Robert a P Holderby Trust reported a distributable amount of $565 for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert a P Holderby Trust's only listed officer is US Bank NA, Trustee on every filing since 2023 (compensated).
Officers on the 2024 filing
US Bank NA
Trustee
On filings since 2023
1 hr/week
$3K (2023) → $1K (2024)
Former officers (1)
- Former: US Bank N A (2020–2022) — Trustee
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 $1K, to US Bank NA (Trustee).
Frequently asked questions about Robert a P Holderby Trust
How much does Robert a P Holderby Trust give each year?
Robert a P Holderby Trust gave $100K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4K across 1 grant.
What is Robert a P Holderby Trust?
Robert a P Holderby Trust is a private foundation focused on Education, based in Milwaukee, WI.
Where does Robert a P Holderby Trust operate?
Robert a P Holderby Trust has awarded grants in Illinois.
How much is Robert a P Holderby Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert a P Holderby Trust reported a distributable amount of $565 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert a P Holderby Trust's EIN?
Robert a P Holderby Trust's EIN (Employer Identification Number) is 36-6408692. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- IRS filings on file for fiscal years 2020–2024
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