Robert & Helen Holland Charitable Annuity
BRATTLEBORO, VT EIN: 20-6554587
Financial Overview
From 2024 IRS Form 990-PF
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
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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
No grants recorded for .
Who else does Robert & Helen Holland Charitable Annuity fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New Hampshire $1.3M (100%)
States
Cities
Lebanon
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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