Civic Intelligence

Helen S Donaldson Charitable Remainder Unitrust

990PF • Fiscal year 2025 • EIN 06-6471443

Jan 01, 2025 to Dec 31, 2025 • Filed on Apr 10, 2026

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

Score unavailable

No value available

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

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$232,451

Up $44,654 (+24%) from 2024

Net Assets

Up

$232,451

Up $44,654 (+24%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$62,391

Down $47,642 (-43%) from 2024

Expenses

Up

$17,737

Up $3,838 (+28%) from 2024

Net Income

Down

$44,654

Down $51,480 (-54%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$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 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: $187,7972024Assets 2025: $232,451Liabilities 2025: $0Net Assets 2025: $232,4512025

Highlighted filing

2025

Assets$232,451
Liabilities$0
Net Assets$232,451
Open 2025 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 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: $96,1342024Revenue 2025: $62,391Expenses 2025: $17,737Net Income 2025: $44,6542025

Highlighted filing

2025

Revenue$62,391
Expenses$17,737
Net Income$44,654
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 10, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard A DonaldsonTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General purposes-Litchfield, CT, US$7,018
Paid Grant-General purposes-Mill Neck, NY, US$3,499
Paid Grant-General purposes-Columbus, OH, US$3,499
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
2026-04-10
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 Appendix253 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard A Donaldson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0108 Redwood Dr
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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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.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-10
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/ZIPCd006098
ReturnHeader/PreparerPersonGrp/PhoneNum08603792761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas K O'Connell
ReturnHeader/ReturnTs02026-04-10T08:31:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,451
Liabilities
$0
Net assets
$232,451
Revenue
$62,391
Expenses
$17,737
Net income
$44,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.62$0.18$0.45
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