Helen S Donaldson Charitable Remainder Unitrust

990PF • Fiscal year 2024 • EIN 06-6471443

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

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.

2024 filings • <$500k nonprofits • Source year 2024

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

87%

Higher net margin than 97% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

105%

Faster asset growth than 93% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

3314%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets61st percentile

Assets

$187,797

Up $96,134 (+105%) from 2023

Net Assets

$187,797

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2023

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin97th percentile

Revenue

$110,033

Up $106,810 (+3314%) from 2023

Expenses

$13,899

Up $4,359 (+46%) from 2023

Net Income

$96,134

Up $102,451 (+1622%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

Highlighted filing

2024

Assets$187,797

Liabilities$0

Net Assets$187,797

Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

Highlighted filing

2024

Revenue$110,033

Expenses$13,899

Net Income$96,134

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 12, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
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: Richard A Donaldson
Title: Trustee
Signed: 2025-05-12
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 Appendix255 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.

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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	104532
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt	0	74
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt	0	371
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	110033
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	110033
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	1882
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	104532
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	10651
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	371
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	48
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	48
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	5130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	3248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	13899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	3248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	13899
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	110033
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	550 Nvidia Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	104532
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	96134
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	187797
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	91663
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	187797
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	16032
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	16032
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	16032
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	17511
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1479
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	1
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	1479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	1480
IRS990PF/FMVAssetsEOYAmt	0	383693
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	91663
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	187797
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	84577
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	185870
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	381766
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	7086
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	1927
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	1927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	91663
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	187797
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	383693
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	91663
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	187797
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	91663
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	187797
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	355557
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	26592
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	328965
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	5333
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	17511
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	350224
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	355557
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Richard A Donaldson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	108 Redwood Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Cochran
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	31014
IRS990PF/Organization4947a1TrtdPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	13899
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	13899
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	108 Redwood Dr
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Cochran
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	31014
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	Richard A Donaldson
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9414055300
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	2664
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2664
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5323
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	10651
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	13899
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	16032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1399
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	376
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1399
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	13899
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1399
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	734
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	2268
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	HLF
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	2268
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	2268
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	2268
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	371
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	26
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	22
TaxesSchedule/TaxesDetail/Amt	0	26
TaxesSchedule/TaxesDetail/Amt	1	22
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	26
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	22
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	26
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	22
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Richard A Donaldson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-12
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/IRSResponsiblePrtyInfoCurrInd	0	true
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	2025-05-12T06:38:40-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $187,797
Liabilities: $0
Net assets: $187,797
Revenue: $110,033
Expenses: $13,899
Net income: $96,134

	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		$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