Helen S Donaldson Charitable Remainder Unitrust

990PF • Fiscal year 2020 • EIN 06-6471443

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile

682 Main StreetWinsted, CT 06098

(860) 379-2761

Siviq Scores

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

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

No value available

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

Source year 2020

403%

Higher net margin than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

-8.3%

Faster asset growth than 29% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$104,523

Down $9,484 (-8.3%) from 2019

Net Assets

Down

$104,523

Down $9,484 (-8.3%) from 2019

Liabilities

Down

Down $1 (-100%) from 2019

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$2,353

Down $6,198 (-161%) from 2019

Expenses

Down

$7,131

Down $542 (-7.1%) from 2019

Net Income

Down

-$9,484

Down $5,656 (-148%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2020

Assets$104,523

Liabilities$0

Net Assets$104,523

Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2020

Revenue-$2,353

Expenses$7,131

Net Income-$9,484

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: May 11, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
David M Cusick	Trustee	-	$0	-	-
Richard A Donaldson	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Helen S Donaldson Charitable
EIN: 06-6471443
Phone: 8603792761
Address: 682 Main Street, Winsted, CT 06098

Signing Officer

Name: David M Cusick
Title: Trustee
Signed: 2021-05-11
Discuss with paid preparer: Yes

Preparer

Firm: Howd Lavieri & Finch LLP
Address: 682 Main Street, Winsted, CT 06098
Preparer: Douglas K O'Connell
Phone: 8603792761

Raw XML Appendix266 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
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	-5963
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	3
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt	0	299
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	-2353
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	-2353
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	1695
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt	0	706
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	706
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	706
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	706
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	5488
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	5488
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	3308
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	3308
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	3308
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-9484
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	7871
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt	0	815
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	815
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	815
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	815
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-5963
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	1695
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	299
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	95
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	95
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	95
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	3311
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	1616
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	7104
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	1616
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	7131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	3311
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	-2353
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	1616
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1616
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	1616
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	1643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	13834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-5963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-5963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	7871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Long term per 1099 attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2020-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-5963
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-9484
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	104523
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	114007
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	104523
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	6429
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	6429
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	6429
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	6453
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	24
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	24
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	24
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	24
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	24
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	24
IRS990PF/FMVAssetsEOYAmt	0	152972
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	114007
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	104523
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	100839
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	101644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	150093
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	13168
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	2879
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	2879
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	114007
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	104523
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	152972
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	114007
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	104523
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	114007
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	104523
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	131017
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	8070
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	122947
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	1965
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	6453
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	129052
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	131017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	David M Cusick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Richard A Donaldson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	682 Main Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	1955 85T CT NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Winsted
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Bradenton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	06098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	342099805
IRS990PF/Organization4947a1TrtdPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	7104
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	7104
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	7104
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	682 Main Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Winsted
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	06098
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind	0	X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	David M Cusick
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	The only charitable activity of this Trust is to make distributions of the net income to the qualified charities designated in the Trust instrument.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1372
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1372
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2744
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Mill Neck Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Delta Gamma Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Trinity Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO Box 21397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO Box 634
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Mill Neck
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Litchfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	11765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	43221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	06059
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	5488
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	6429
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	6429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	2144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	3404
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	7363
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1140
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	2144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	3404
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	7104
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	675
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	7363
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	6688
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	815
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	HLF
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	815
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	815
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	815
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	299
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	95
TaxesSchedule/TaxesDetail/Amt	0	27
TaxesSchedule/TaxesDetail/Amt	1	95
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	95
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	95
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	David M Cusick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Helen S Donaldson Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	Remainder Unitrust
ReturnHeader/Filer/BusinessNameControlTxt	0	HELE
ReturnHeader/Filer/EIN	0	066471443
ReturnHeader/Filer/PhoneNum	0	8603792761
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	682 Main Street
ReturnHeader/Filer/USAddress/CityNm	0	Winsted
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06098
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	060743056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Howd Lavieri & Finch LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	682 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Winsted
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06098
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8603792761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Douglas K O'Connell
ReturnHeader/ReturnTs	0	2021-05-11T06:19:03-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	David M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Cusick
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $104,523
Liabilities: $0
Net assets: $104,523
Revenue: -$2,353
Expenses: $7,131
Net income: -$9,484

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.88	$0.00	$1.88	$1.10	$0.14	$0.96
2023Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00		$0.03	$0.10	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98	$0.04	$0.09	$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.03	$0.00	$1.03	$0.06	$0.08	$0.02
2020Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05	$0.02	$0.07	$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.14	$0.00	$1.14	$0.04	$0.08	$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.18	$0.00	$1.18	$0.00	$0.06	$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.24	$0.00	$1.24	$0.03	$0.09	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$1.30	$0.00	$1.30	$0.02	$0.11	$0.09
2015Summary only. Only limited summary data is available for this year.	$1.39	$0.00		$0.06	$0.09	$0.03
2014Summary only. Only limited summary data is available for this year.	$1.42	$0.00		$0.12	$0.12	$0.00
2013Summary only. Only limited summary data is available for this year.	$1.42	$0.00		$0.09	$0.12	$0.03
2012Summary only. Only limited summary data is available for this year.	$1.46	$0.00		$0.07	$0.10	$0.03
2011Summary only. Only limited summary data is available for this year.	$1.48	$0.00		$0.20	$0.15	$0.05