Robert & Helen Holland Charitable Annuity

Private foundation · Grantmaker Brattleboro, VT EIN: 20-6554587

Robert & Helen Holland Charitable Annuity is a private foundation, based in Brattleboro, VT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 1 grant totaling $275K. Net investment income was $327K.

Robert & Helen Holland Charitable Annuity at a glance

In short: Robert & Helen Holland Charitable Annuity gave $275K across 1 grant in 2025 (avg $275K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$275,270
+5.1% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$275,270
+5.1% vs 2024
Median grant
$275,270
Total assets
$2,790,066
+1.8% vs 2024
Primary geography
New Hampshire (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Robert & Helen Holland Charitable Annuity funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Dartmouth-Hitchcock Geisel School of Med: $275KDartmouth-Hitchcock GeiselSchool of Med$275K

The largest 2025 recipient was Dartmouth-Hitchcock Geisel School of Med ($275K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K1$100–250K4$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $250–500K range: 4 grants of 5 (80%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Lebanon

How Robert & Helen Holland Charitable Annuity gives

  • Giving held roughly steady from 2022 to 2025 (+6%). Method
  • In 2025 it paid out 103% of 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

$0$100K$200K$300K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $231K (2020) to $275K (2025). In 2025 it made 1 grant totaling $275K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Dartmouth-Hitchcock Geisel School of Med Lebanon, NHMedical Research$275,270
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$2,790,066$363,063$312,671$275,2701$276,870$327,262$268,629
2024$2,739,679$237,680$294,153$261,7901$263,390$206,917$257,831
2023$2,795,827$153,880$268,191$236,9501$238,550$119,197$233,343
2022$2,910,396$149,922$296,667$259,8151$261,415$114,670$244,857
2021$3,057,195$525,947$319,894$272,0501$273,650$479,703$266,631
2020$2,851,135$615,614$259,923$231,0691—$587,876$227,321

Under IRS private-foundation payout rules, Robert & Helen Holland Charitable Annuity reported a distributable amount of $269K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Robert & Helen Holland Charitable Annuity's only listed officer is Trust Company of Vermont, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Trust Company of Vermont

    Trustee

    On filings since 2020

    1 hr/week

    $27K (2020) → $30K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Trust Company of Vermont — Trustee: $30KTrust Company of VermontTrustee$30K

The highest reported compensation on the 2025 filing was $30K, to Trust Company of Vermont (Trustee).

Frequently asked questions about Robert & Helen Holland Charitable Annuity

How much does Robert & Helen Holland Charitable Annuity give each year?

Robert & Helen Holland Charitable Annuity gave $275K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $262K across 1 grant.

How large is Robert & Helen Holland Charitable Annuity?

Robert & Helen Holland Charitable Annuity reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $277K in qualifying distributions that year, against a required minimum of $269K (roughly 5% of its investment assets).

Where does Robert & Helen Holland Charitable Annuity operate?

Robert & Helen Holland Charitable Annuity has awarded grants in New Hampshire.

What is Robert & Helen Holland Charitable Annuity's EIN?

Robert & Helen Holland Charitable Annuity's EIN (Employer Identification Number) is 20-6554587. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Robert & Helen Holland Charitable Annuity's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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