Robert & Helen Holloway Charitable Trust
Robert & Helen Holloway Charitable Trust is a private foundation, based in Muncie, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $208K in total assets. In 2025, it awarded 4 grants totaling $15K. Net investment income was $21K.
Robert & Helen Holloway Charitable Trust at a glance
In short: Robert & Helen Holloway Charitable Trust gave $15K across 4 grants in 2025 (avg $4K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,067
- +6.5% vs 2024
- Grants made (2025)
- 4
- +100.0% vs 2024
- Average grant
- $3,767
- -46.8% vs 2024
- Median grant
- $3,539
- Total assets
- $207,589
- -0.0% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Robert & Helen Holloway Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Fountain Park Cemetery Association ($8K). Together the top 4 received $15K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Robert & Helen Holloway Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+15%). Method
- In 2025 it paid out 138% 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
From 2020 to 2025, annual grant giving ranged from $10K (2023) to $15K (2025). In 2025 it made 4 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fountain Park Cemetery Association Winchester, IN | General Fund | $7,500 |
| Randolph Central School Corp Winchester, IN | General Operations | $5,874 |
| Randolph County Promise Winchester, IN | General Operations | $1,204 |
| Community & Churches Food Pantry - Winchester, IN | General Operations | $489 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $207,589 | $22,135 | $22,177 | $15,067 | 4 | $20,655 | $20,908 | $15,020 |
| 2024 | $207,631 | $17,782 | $20,700 | $14,150 | 2 | $19,556 | $16,639 | $14,351 |
| 2023 | $210,549 | $6,424 | $16,396 | $10,306 | 4 | $15,415 | $5,443 | $13,241 |
| 2022 | $220,530 | $9,779 | $21,259 | $13,106 | 3 | $18,342 | $8,393 | $13,708 |
| 2021 | $232,010 | $26,898 | $17,806 | $12,152 | 2 | $16,685 | $25,942 | $14,450 |
| 2020 | $222,918 | $12,737 | $20,671 | $15,000 | 2 | — | $11,877 | $13,792 |
Under IRS private-foundation payout rules, Robert & Helen Holloway Charitable Trust reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert & Helen Holloway Charitable Trust's only listed officer is First Merchants Private Wealth Advi ORS, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
First Merchants Private Wealth Advi ORS
Trustee
On filings since 2024
1 hr/week
$4K (2024) → $4K (2025)
Former officers (1)
- Former: First Merchants Private Wlth Adviso (2020–2023) — Trustee
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
The highest reported compensation on the 2025 filing was $4K, to First Merchants Private Wealth Advi ORS (Trustee).
Frequently asked questions about Robert & Helen Holloway Charitable Trust
How much does Robert & Helen Holloway Charitable Trust give each year?
Robert & Helen Holloway Charitable Trust gave $15K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 2 grants.
What is Robert & Helen Holloway Charitable Trust's typical grant size?
Robert & Helen Holloway Charitable Trust's median grant in 2025 was $3,539, and its average grant was $3,767, across 4 grants on its 2025 IRS Form 990-PF.
Where does Robert & Helen Holloway Charitable Trust give grants?
Robert & Helen Holloway Charitable Trust gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Winchester, IN (4 grants).
Does Robert & Helen Holloway Charitable Trust give general operating support?
Yes: 100% of Robert & Helen Holloway Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Robert & Helen Holloway Charitable Trust?
Robert & Helen Holloway Charitable Trust reported $208K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
What is Robert & Helen Holloway Charitable Trust's EIN?
Robert & Helen Holloway Charitable Trust's EIN (Employer Identification Number) is 35-6515034. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 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 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
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