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.

Key facts about Robert & Helen Holland Charitable Annuity

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.

EIN
20-6554587
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$275,270
Grants made (2025)
1
Average grant
$275,270
Median grant
$275,270
Total assets
$2,790,066
Primary geography
New Hampshire (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.8M

+1.8% YoY

Annual Giving

$275K

+5.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$275K

+5.1% YoY

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.

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.

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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

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.

Grant Insights

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%).

Giving History

Grant recipients and amounts by year

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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,790,066$2,739,679$2,795,827
Revenue$363,063$237,680$153,880
Expenses$312,671$294,153$268,191
Qualifying Distributions$276,870$263,390$238,550
Net Investment Income$327,262$206,917$119,197
Distributable Amount$268,629$257,831$233,343

Data update history

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

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.

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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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