Helen S Donaldson Charitable
Helen S Donaldson Charitable is a private foundation, based in Winsted, CT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $232K in total assets. In 2025, it awarded 3 grants totaling $14K. Net investment income was $58K.
Key facts about Helen S Donaldson Charitable
In short: Helen S Donaldson Charitable gave $14K across 3 grants in 2025 (avg $5K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 06-6471443
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $14,016
- Grants made (2025)
- 3
- Average grant
- $4,672
- Median grant
- $3,499
- Total assets
- $232,451
- Primary geography
- Connecticut (50% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$232K
+23.8% YoY
Annual Giving
$14K
+31.6% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$5K
+31.6% YoY
Under IRS private-foundation payout rules, Helen S Donaldson Charitable reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
How Helen S Donaldson Charitable gives
- Giving grew 95% from 2022 to 2025. Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity Church Litchfield, CT | General purposes | $7,018 |
| Mill Neck Foundation Inc Mill Neck, NY | General purposes | $3,499 |
| Delta Gamma Foundation Columbus, OH | General purposes | $3,499 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $232,451 | $187,797 | $91,663 |
| Revenue | $62,391 | $110,033 | $3,223 |
| Expenses | $17,737 | $13,899 | $9,540 |
| Qualifying Distributions | $17,737 | $13,899 | $9,511 |
| Net Investment Income | $58,121 | $106,414 | $1,842 |
| Distributable Amount | $19,038 | $16,032 | $10,275 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Helen S Donaldson Charitable is led by Richard A Donaldson, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Richard A Donaldson
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Former officers (1)
- Former: David M Cusick (2019–2023) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Helen S Donaldson Charitable
How much does Helen S Donaldson Charitable give each year?
Helen S Donaldson Charitable gave $14K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 3 grants.
What is Helen S Donaldson Charitable's typical grant size?
Helen S Donaldson Charitable's median grant in 2025 was $3,499, and its average grant was $4,672, across 3 grants on its 2025 IRS Form 990-PF.
Where does Helen S Donaldson Charitable give grants?
Helen S Donaldson Charitable gives mostly in Connecticut: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (25%) and Ohio (25%).
Does Helen S Donaldson Charitable give general operating support?
Yes: 100% of Helen S Donaldson Charitable's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Helen S Donaldson Charitable?
Helen S Donaldson Charitable reported $232K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
What is Helen S Donaldson Charitable's EIN?
Helen S Donaldson Charitable's EIN (Employer Identification Number) is 06-6471443. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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