Civic Intelligence

Robert and Helen Holland Charitable Annuity Tr

990PF • Fiscal year 2012 • EIN 20-6554587

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 29, 2013

Organization Profile
P O Box 128005302
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

88th percentile

$22,279

Higher top officer pay than 88% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

39th percentile

-1.3%

Faster asset growth than 39% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$3,014,704

Down $41,197 (-1.3%) from 2011

Net Assets

Down

$3,014,704

Down $41,197 (-1.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$202,190

Up $6,624 (+3.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,055,901Liabilities 2011: $0Net Assets 2011: $3,055,9012011Assets 2012: $3,014,704Liabilities 2012: $0Net Assets 2012: $3,014,7042012Assets 2013: $2,902,810Liabilities 2013: $02013Assets 2014: $2,832,692Liabilities 2014: $02014Assets 2015: $2,842,063Liabilities 2015: $02015Assets 2019: $2,495,446Liabilities 2019: $02019Assets 2020: $2,851,135Liabilities 2020: $0Net Assets 2020: $2,851,1352020Assets 2021: $3,057,195Liabilities 2021: $0Net Assets 2021: $3,057,1952021Assets 2022: $2,910,396Liabilities 2022: $0Net Assets 2022: $2,910,3962022Assets 2023: $2,795,827Liabilities 2023: $0Net Assets 2023: $2,795,8272023Assets 2024: $2,739,679Liabilities 2024: $0Net Assets 2024: $2,739,6792024

Highlighted filing

2012

Assets$3,014,704
Liabilities$0
Net Assets$3,014,704
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $195,5662011Expenses 2012: $202,1902012Revenue 2013: $96,400Expenses 2013: $206,922Net Income 2013: -$110,5222013Revenue 2014: $149,544Expenses 2014: $219,356Net Income 2014: -$69,8122014Revenue 2015: $227,154Expenses 2015: $217,785Net Income 2015: $9,3692015Revenue 2019: $94,431Expenses 2019: $245,351Net Income 2019: -$150,9202019Revenue 2020: $615,614Expenses 2020: $259,923Net Income 2020: $355,6912020Revenue 2021: $525,947Expenses 2021: $319,894Net Income 2021: $206,0532021Revenue 2022: $149,922Expenses 2022: $296,667Net Income 2022: -$146,7452022Revenue 2023: $153,880Expenses 2023: $268,191Net Income 2023: -$114,3112023Revenue 2024: $237,680Expenses 2024: $294,153Net Income 2024: -$56,4732024

Highlighted filing

2012

Revenue-
Expenses$202,190
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 29, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$22,279-$22,279
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMary Hitchcock Memorial HospitalMEDICAL RESEARCHEXEMPTLebanon, NH, US$176,401
Filing and Contact Details

Filer

EIN
20-6554587
Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0115521
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount048670
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0164191
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0164191
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm048670
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm022279
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss022279
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0176401
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0176401
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0115521
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0115521
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-37999
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0599184
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss048670
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0138902
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0671
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0671
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps0500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0500
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm02339
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02339
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0176901
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm025289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0202190
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0164191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0164191
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm025289
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss025789
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY03055901
IRS990PF/BalanceSheets/CapitalStockEOY03014704
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY02839884
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY02856370
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV03357276
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0144616
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0124603
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0127673
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY071401
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY033731
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV033731
IRS990PF/BalanceSheets/TotalAssetsBOY03055901
IRS990PF/BalanceSheets/TotalAssetsEOY03014704
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03518680
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03055901
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03014704
IRS990PF/BalanceSheets/TotalNetAssetsBOY03055901
IRS990PF/BalanceSheets/TotalNetAssetsEOY03014704
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome048670
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis070561
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis169234
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis28848
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis380077
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis47611
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis520000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis691977
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis793135
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis893063
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis916008
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-12-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-12-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52005-05-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-09-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72007-07-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82009-08-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92012-01-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-01-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-03-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-03-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-05-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-06-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-07-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02000. PLUM CREEK TIMBER CO INC REIT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11600. STATE STREET CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2200. STATE STREET CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33693.967 MATTHEWS CHINA FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4346.568 MATTHEWS CHINA FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset520000. VT HSG FIN AGY 4.000% 05/01/12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset62000. ILLINOIS TOOL WKS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71500. PROCTER & GAMBLE CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset82800. VANGUARD EMERGING MARKETS ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9400. VANGUARD EMERGING MARKETS ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss09988
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-7347
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-1112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss36694
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4530
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss59485
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss63358
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss724451
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8780
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9106
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses09988
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-7347
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-1112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses36694
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4530
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses59485
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses63358
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses724451
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8780
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice080549
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice161887
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice27736
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice386771
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice48141
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice520000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice6101462
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice796493
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice8117514
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice916788
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-37999
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases03198
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03017902
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03055901
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03014704
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0167974
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0167974
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0167974
IRS990PF/DistributableAmount/MinimumInvestmentReturn0169363
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01389
IRS990PF/DistributableAmount/TotalTax01389
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0410
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01800
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01389
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0410
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment01
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01389
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01389
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01800
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03518680
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03438850
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances05740
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03433110
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable051583
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0169363
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03387267
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03438850
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10Trust Company of Vermont
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation022279
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO Box 1280
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Brattleboro
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0VT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode005302
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct087981
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets086592
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.025564
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.051127
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets03387267
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear103364815
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01389
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0176901
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10172032
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.051127
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0175512
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0176901
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01389
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0176901
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Trust Company of Vermont
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08022549400
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1086 LINDEN STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BRATTLEBORO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0VT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode005301
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG00
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0VT
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE TRUST DISTRIBUTIONS TO DARTMOUTH-HITCHCOCK MEDICAL CENTE ARE FOR THE STUDY AND TREATMENT OF LEUKEMIA IN THE CT RIVER
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0176401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Mary Hitchcock Memorial Hospital
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20Holland Leckemia Research Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ONE MEDICAL DRIVE HB7070
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Lebanon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode003756
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0176401
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0167974
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0167974
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear105403
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear014330
IRS990PF/UndistributedIncome/ExcessFromCurrentYear08927
IRS990PF/UndistributedIncome/ExcessFromYear105403
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0176901
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus08927
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus014330
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover05403
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount02098
OtherDecreasesSchedule/OtherDecreases/Amount11100
OtherDecreasesSchedule/OtherDecreases/Description0ADJUST COST BASIS TO HCP FOR RETURN OF CAPITAL
OtherDecreasesSchedule/OtherDecreases/Description1PAYMENT OF TAX ESTIMATE IN JAN 2012
OtherExpensesSchedule/OtherExpenses/Description0FOREIGN TAXES
OtherExpensesSchedule/OtherExpenses/Description1FOREIGN TAXES ON QUALIFIED FOR
OtherExpensesSchedule/OtherExpenses/Description2FOREIGN TAXES ON NONQUALIFIED
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0447
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1127
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome297
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0447
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1127
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks297
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0500
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TAX PREPARATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps0500
TaxesSchedule/Taxes/Amount0539
TaxesSchedule/Taxes/Amount11800
TaxesSchedule/Taxes/Category0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome0539
TaxesSchedule/Taxes/NetInvestmentIncome11800
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0206554587
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT & HELEN HOLLAND CHARITABLE ANNUITY
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1280
ReturnHeader/Filer/USAddress/City0BRATTLEBORO
ReturnHeader/Filer/USAddress/State0VT
ReturnHeader/Filer/USAddress/ZIPCode005302
ReturnHeader/Officer/DateSigned02013-04-29
ReturnHeader/Officer/Name0BARBARA F FLYNN
ReturnHeader/Officer/Title0Vice President
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-29T13:42:58-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,014,704
Liabilities
$0
Net assets
$3,014,704
Revenue
-
Expenses
$202,190
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.24$0.29$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.15$0.27$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.15$0.30$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.53$0.32$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.62$0.26$0.36
2019Summary only. Only limited summary data is available for this year.$2.50$0.00$0.09$0.25$0.15
2015Summary only. Only limited summary data is available for this year.$2.84$0.00$0.23$0.22$0.01
2014Summary only. Only limited summary data is available for this year.$2.83$0.00$0.15$0.22$0.07
2013Summary only. Only limited summary data is available for this year.$2.90$0.00$0.10$0.21$0.11
2012Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.20