Rose G Holler Charitable Trust Under Will

Private foundation · Grantmaker Chambersburg, PA EIN: 25-6191238

Rose G Holler Charitable Trust Under Will is a private foundation, based in Chambersburg, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $353K in total assets. In 2025, it awarded 3 grants totaling $21K. Net investment income was $23K.

Key facts about Rose G Holler Charitable Trust Under Will

In short: Rose G Holler Charitable Trust Under Will gave $21K across 3 grants in 2025 (avg $7K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
25-6191238
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$20,570
Grants made (2025)
3
Average grant
$6,857
Median grant
$6,856
Total assets
$352,584
Primary geography
Pennsylvania (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

$353K

-0.2% YoY

Annual Giving

$21K

+4.4% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$7K

+4.4% YoY

Under IRS private-foundation payout rules, Rose G Holler Charitable Trust Under Will reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.

How Rose G Holler Charitable Trust Under Will gives

  • Giving held roughly steady from 2022 to 2025 (−8%). Method
  • In 2025 it paid out 117% 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

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

ChambersburgRaleighScotland

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $18K (2023) to $22K (2022). In 2025 it made 3 grants totaling $21K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Chambersburg Hospital: $7KChambersburg Hospital$7KThe John H Shook Foundation: $7KThe John H Shook Foundation$7KMenno Haven Inc: $7KMenno Haven Inc$7K

The largest 2025 recipient was Chambersburg Hospital ($7K). Together the top 3 received $21K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Chambersburg Hospital Chambersburg, PAGeneral Support$6,858
The John H Shook Foundation Scotland, PAGeneral Support$6,856
Menno Haven Inc Chambersburg, PAGeneral Support$6,856

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$352,584$353,159$351,682
Revenue$27,685$28,307$13,547
Expenses$28,336$26,797$25,224
Qualifying Distributions$23,008$22,128$20,895
Net Investment Income$22,885$23,586$9,183
Distributable Amount$19,728$19,334$17,990

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)

Leadership & Key People

Officers and directors from IRS filings

Rose G Holler Charitable Trust Under Will's only listed officer is Farmers Merchant Trust CO, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Farmers Merchant Trust CO

    Trustee

    On filings since 2020

    2 hrs/week

    $2K (2020) → $2K (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

Farmers Merchant Trust CO — Trustee: $2KFarmers Merchant Trust…Trustee$2K

The highest reported compensation on the 2025 filing was $2K, to Farmers Merchant Trust CO (Trustee).

Frequently asked questions about Rose G Holler Charitable Trust Under Will

How much does Rose G Holler Charitable Trust Under Will give each year?

Rose G Holler Charitable Trust Under Will gave $21K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 3 grants.

What is Rose G Holler Charitable Trust Under Will's typical grant size?

Rose G Holler Charitable Trust Under Will's median grant in 2025 was $6,856, and its average grant was $6,857, across 3 grants on its 2025 IRS Form 990-PF.

Where does Rose G Holler Charitable Trust Under Will give grants?

Rose G Holler Charitable Trust Under Will gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Chambersburg, PA (2 grants).

Does Rose G Holler Charitable Trust Under Will give general operating support?

Yes: 100% of Rose G Holler Charitable Trust Under Will's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Rose G Holler Charitable Trust Under Will?

Rose G Holler Charitable Trust Under Will reported $353K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).

What is Rose G Holler Charitable Trust Under Will's EIN?

Rose G Holler Charitable Trust Under Will's EIN (Employer Identification Number) is 25-6191238. 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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