The Connecticut State Capitol

Form 990-PFTax year 2025EIN 06-6471443

Helen S Donaldson Charitable Remainder Unitrust

A private foundation in Winsted, CT. Its return for tax year 2025 lists 3 grants and $14,016 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $14,016

    Grants listed
    3
    Assets, end of year
    $232,451
  • Tax year 2024

    $10,651

    Grants listed
    3
    Assets, end of year
    $187,797
  • Tax year 2023

    $7,975

    Grants listed
    3
    Assets, end of year
    $91,663
  • Tax year 2022

    $7,204

    Grants listed
    3
    Assets, end of year
    $97,980
  • Tax year 2021

    $5,844

    Grants listed
    3
    Assets, end of year
    $103,007
  • Tax year 2020

    $5,488

    Grants listed
    3
    Assets, end of year
    $104,523
  • Tax year 2019

    $5,532

    Grants listed
    3
    Assets, end of year
    $114,007
  • Tax year 2018

    $4,199

    Grants listed
    3
    Assets, end of year
    $117,835

Grants paid in 2025

3 grants, largest first

As listed on the return.

  1. Trinity ChurchLitchfield, CT

    General purposes

    $7,018
  2. Mill Neck Foundation IncMill Neck, NY

    General purposes

    $3,499
  3. Delta Gamma FoundationUpper Arlngtn, OH

    General purposes

    $3,499

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education1 grant $3,49950% of the total
  2. Health1 grant $3,49950% of the total

By State

Grants to organizations with a US address, latest year.

  1. Connecticut1 grant $7,018
  2. New York1 grant $3,499
  3. Ohio1 grant $3,499

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Richard A DonaldsonTrustee Hours 0.2Pay $0

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Matis Family Foundation IncSouthport, CT 1 grant Preselected only $14,047 giving
  2. Simpson Lighthouse FoundationGreenwich, CT 2 grants Preselected only $13,750 giving
  3. The Triana FoundationChester, CT 2 grants Preselected only $15,000 giving
  4. Martha Moxley FoundationWeston, CT 13 grants Preselected only $15,750 giving
  5. Boyd Family Foundationcos cob, CT 14 grants Preselected only $15,850 giving