Civic Intelligence

Helen S Donaldson Charitable Remainder Unitrust

990PF • Fiscal year 2018 • EIN 06-6471443

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

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.

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

100th percentile

4446%

Higher net margin than 100% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

35th percentile

-5.0%

Faster asset growth than 35% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$117,835

Down $6,225 (-5.0%) from 2017

Net Assets

Down

$117,835

Down $6,225 (-5.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$140

Down $3,204 (-105%) from 2017

Expenses

Down

$6,085

Down $2,921 (-32%) from 2017

Net Income

Down

-$6,225

Down $283 (-4.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$200K$150K$100K$50K$0Assets 2011: $148,310Liabilities 2011: $02011Assets 2012: $145,500Liabilities 2012: $12012Assets 2013: $142,026Liabilities 2013: $02013Assets 2014: $141,858Liabilities 2014: $02014Assets 2015: $138,824Liabilities 2015: $02015Assets 2016: $130,002Liabilities 2016: $0Net Assets 2016: $130,0022016Assets 2017: $124,060Liabilities 2017: $0Net Assets 2017: $124,0602017Assets 2018: $117,835Liabilities 2018: $0Net Assets 2018: $117,8352018Assets 2018: $117,835Liabilities 2018: $0Net Assets 2018: $117,8352018Assets 2019: $114,007Liabilities 2019: $1Net Assets 2019: $114,0072019Assets 2020: $104,523Liabilities 2020: $12020Assets 2021: $103,007Liabilities 2021: $1Net Assets 2021: $103,0072021Assets 2022: $97,980Liabilities 2022: $0Net Assets 2022: $97,9802022Assets 2023: $91,663Liabilities 2023: $12023Assets 2024: $187,797Liabilities 2024: $0Net Assets 2024: $187,7972024

Highlighted filing

2018

Assets$117,835
Liabilities$0
Net Assets$117,835
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $20,204Expenses 2011: $15,428Net Income 2011: $4,7762011Revenue 2012: $7,408Expenses 2012: $10,219Net Income 2012: -$2,8112012Revenue 2013: $8,997Expenses 2013: $12,470Net Income 2013: -$3,4732013Revenue 2014: $11,583Expenses 2014: $11,751Net Income 2014: -$1682014Revenue 2015: $5,686Expenses 2015: $8,720Net Income 2015: -$3,0342015Revenue 2016: $2,120Expenses 2016: $10,942Net Income 2016: -$8,8222016Revenue 2017: $3,064Expenses 2017: $9,006Net Income 2017: -$5,9422017Revenue 2018: -$140Expenses 2018: $6,085Net Income 2018: -$6,2252018Revenue 2018: -$140Expenses 2018: $6,085Net Income 2018: -$6,2252018Revenue 2019: $3,845Expenses 2019: $7,673Net Income 2019: -$3,8282019Revenue 2020: -$2,353Expenses 2020: $7,131Net Income 2020: -$9,4842020Revenue 2021: $6,264Expenses 2021: $7,780Net Income 2021: -$1,5162021Revenue 2022: $4,039Expenses 2022: $9,066Net Income 2022: -$5,0272022Revenue 2023: $3,223Expenses 2023: $9,540Net Income 2023: -$6,3172023Revenue 2024: $110,033Expenses 2024: $13,899Net Income 2024: $96,1342024

Highlighted filing

2018

Revenue-$140
Expenses$6,085
Net Income-$6,225
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David M CusickTrustee-$0--
Richard A DonaldsonTrustee-$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
2019-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Howd Lavieri & Finch LLP
Address
682 Main Street, Winsted, CT 06098-1515
Preparer
Douglas K O'Connell
Phone
8603792761
Raw XML Appendix279 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/RelatedOrExemptFunctionIncmAmt0-3301
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt056
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt0184
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-140
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-140
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01091
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt0599
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0599
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0599
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0599
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04199
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04199
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02921
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02921
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02921
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6225
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt056363
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt01056
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01056
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3301
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01091
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0186
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0186
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0186
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0186
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01886
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06085
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01886
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06085
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01886
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01886
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01886
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt059664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt056326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0L/T Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1The Blackstone Group
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-3301
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6225
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0117835
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0124060
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0117835
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06944
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06944
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06944
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06966
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt022
IRS990PF/DistributableAmountGrp/TotalTaxAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt022
IRS990PF/FMVAssetsEOYAmt0121035
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0124060
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0117835
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0109029
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0100703
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0103903
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015031
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017132
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt017132
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0124060
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0121035
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0124060
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0117835
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0124060
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0117835
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0141436
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023675
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0117761
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02122
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06966
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0139314
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0141436
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David M Cusick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Richard A Donaldson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0682 Main Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11955 85T CT NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Winsted
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Bradenton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006098
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1342099805
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06085
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06085
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06085
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0682 Main Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Winsted
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006098
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0David M Cusick
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The 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/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01050
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22099
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General purposes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Mill Neck Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Delta Gamma Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Trinity Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 21397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 634
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Mill Neck
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Litchfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206059
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04199
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06085
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04263
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0859
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05548
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03404
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06085
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05548
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06407
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01056
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0HLF
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01056
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01056
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01056
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0184
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0186
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0186
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0American Enterprise Acct Fee (adj)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0186
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0186
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt045
TaxesSchedule/TaxesDetail/Amt045
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt045
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt045
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David M Cusick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Helen S Donaldson Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Remainder Unitrust
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0066471443
ReturnHeader/Filer/PhoneNum08603792761
ReturnHeader/Filer/USAddress/AddressLine1Txt0682 Main Street
ReturnHeader/Filer/USAddress/CityNm0Winsted
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006098
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060743056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Howd Lavieri & Finch LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0682 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winsted
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060981515
ReturnHeader/PreparerPersonGrp/PhoneNum08603792761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas K O'Connell
ReturnHeader/ReturnTs02019-05-06T09:12:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,835
Liabilities
$0
Net assets
$117,835
Revenue
-$140
Expenses
$6,085
Net income
-$6,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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$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
2018Detailed filing. Detailed filing data is available for this year.$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