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Robert And Helen Holland Charitable Annuity Tr

  • Brattleboro, VT
  • Tax-exempt since June 2011
  • EIN: 20-6554587

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$238k (2024)

Expenses
$294k (2024)

Total Assets
$2.74M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$237,680
Expenses
$294,153
Net Income
-$56,473
Net Assets
$2,739,679
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $125,426
52.8%
Sales of Assets $112,254
47.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $263,390
89.5%
Compensation of Officers* $29,267
9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,739,679
Total Liabilities $0
Net Assets $2,739,679
Compensation
Key Employees and Officers Compensation Other
Trust Company Of Vermont (Trustee) $29,267 $0

Document Links

990-PF
Filed on April 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$153,880
Expenses
$268,191
Net Income
-$114,311
Net Assets
$2,795,827
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $104,693
68.0%
Sales of Assets $44,145
28.7%
Other Income $5,042
3.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $238,550
88.9%
Compensation of Officers* $27,220
10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,795,827
Total Liabilities $0
Net Assets $2,795,827
Compensation
Key Employees and Officers Compensation Other
Trust Company Of Vermont (Trustee) $27,220 $0

Document Links

990-PF
Filed on April 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$149,922
Expenses
$296,667
Net Income
-$146,745
Net Assets
$2,910,396
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $101,196
67.5%
Sales of Assets $48,726
32.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $261,415
88.1%
Compensation of Officers* $28,680
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,910,396
Total Liabilities $0
Net Assets $2,910,396
Compensation
Key Employees and Officers Compensation Other
Trust Company Of Vermont (Trustee) $28,680 $0

Document Links

990-PF
Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$525,947
Expenses
$319,894
Net Income
$206,053
Net Assets
$3,057,195
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $98,891
18.8%
Sales of Assets $427,056
81.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $273,650
85.5%
Compensation of Officers* $30,222
9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,057,195
Total Liabilities $0
Net Assets $3,057,195
Compensation
Key Employees and Officers Compensation Other
Trust Company Of Vermont (Trustee) $30,222 $0

Document Links

990-PF
Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$615,614
Expenses
$259,923
Net Income
$355,691
Net Assets
$2,851,134
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $98,236
16.0%
Sales of Assets $516,886
84.0%
Other Income $492
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $232,669
89.5%
Compensation of Officers* $27,123
10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,851,135
Total Liabilities $1
Net Assets $2,851,134
Compensation
Key Employees and Officers Compensation Other
Trust Company Of Vermont (Trustee) $27,123 $0

Document Links

990-PF
Filed on May 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,431
Expenses
$245,351
Net Income
-$150,920
Net Assets
$2,495,446
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $94,839
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $217,707
88.7%
Compensation of Officers* $25,644
10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,495,446
Total Liabilities $0
Net Assets $2,495,446

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$227,154
Expenses
$217,785
Net Income
$9,369
Net Assets
$2,842,063
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $86,029
37.9%
Sales of Assets $141,125
62.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $192,747
88.5%
Compensation of Officers* $23,468
10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,842,063
Total Liabilities $0
Net Assets $2,842,063

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$149,544
Expenses
$219,356
Net Income
-$69,812
Net Assets
$2,832,692
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $87,180
58.3%
Sales of Assets $62,364
41.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $194,604
88.7%
Compensation of Officers* $23,675
10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,832,692
Total Liabilities $0
Net Assets $2,832,692

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,400
Expenses
$206,922
Net Income
-$110,522
Net Assets
$2,902,810
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $90,930
94.3%
Sales of Assets $5,470
5.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $182,892
88.4%
Compensation of Officers* $22,936
11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,902,810
Total Liabilities $0
Net Assets $2,902,810

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$164,191
Expenses
$202,190
Net Income
-$37,999
Net Assets
$3,014,703
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $115,521
70.4%
Sales of Assets $48,670
29.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $176,901
87.5%
Compensation of Officers* $22,279
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,014,704
Total Liabilities $1
Net Assets $3,014,703

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$104,157
Expenses
$195,566
Net Income
-$91,409
Net Assets
$3,055,900
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $100,164
96.2%
Sales of Assets $3,993
3.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $172,032
88.0%
Compensation of Officers* $21,908
11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,055,901
Total Liabilities $1
Net Assets $3,055,900

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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