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

+0.0% YoY

Avg Grant Size

$262K

+10.5% YoY

Under IRS private-foundation payout rules, Robert & Helen Holland Charitable Annuity reported a distributable amount of $258K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert & Helen Holland Charitable Annuity

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Hampshire $1.3M (100%)

States

New Hampshire

Cities

Lebanon

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Dartmouth-Hitchcock Geisel School of Med ($261,790).

Recipient	Purpose	Amount
Dartmouth-Hitchcock Geisel School of Med Lebanon, NH	MEDICAL RESEARCH	$261,790

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Trust Company of Vermont	Trustee	1	$29,267

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Robert & Helen Holland Charitable Annuity?

Robert & Helen Holland Charitable Annuity is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BRATTLEBORO, VT. It holds $2.7M in total assets as of 2024.

How large is Robert & Helen Holland Charitable Annuity?

As of 2024, Robert & Helen Holland Charitable Annuity holds $2.7M in total assets with $238K in annual revenue. It awarded 1 grants totaling $262K in 2024.

Where does Robert & Helen Holland Charitable Annuity operate?

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

What size grants does Robert & Helen Holland Charitable Annuity award?

In 2024, Robert & Helen Holland Charitable Annuity awarded 1 grants totaling $262K — an average of about $262K per grant, based on its IRS Form 990 filings.

How much is Robert & Helen Holland Charitable Annuity required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert & Helen Holland Charitable Annuity reported a distributable amount of $258K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.