Robert & Helen Holland Charitable Annuity

BRATTLEBORO, VT EIN: 20-6554587

Robert & Helen Holland Charitable Annuity is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BRATTLEBORO, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 1 grants totaling $262K. Net investment income was $207K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.7M

-2.0% YoY

Annual Giving

$262K

+10.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$262K

+10.5% YoY

About Robert & Helen Holland Charitable Annuity

Based on IRS filings

Robert & Helen Holland Charitable Annuity is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BRATTLEBORO, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 1 grants totaling $262K. Net investment income was $207K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Lebanon

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$169K$339K$508K$677K20202021202220232024
Metric202420232022
Total Assets$2,739,679$2,795,827$2,910,396
Revenue$237,680$153,880$149,922
Expenses$294,153$268,191$296,667
Qualifying Distributions$263,390$238,550$261,415
Net Investment Income$206,917$119,197$114,670
Distributable Amount$257,831$233,343$244,857

Giving Over Time

Total grant dollars and number of grants per year

$0$68K$136K$204K$272K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Dartmouth-Hitchcock Geis…$262K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K2$100–250K3$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Trust Company of Ver…Trustee$29K

From 2024 filing

NameTitleHoursCompensation
Trust Company of VermontTrustee1$29,267

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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