Helen S Donaldson Charitable

Foundation · Grantmaker Winsted, CT EIN: 06-6471443

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

3states

Share of all 3 itemized 2025 grant dollars.

Cities

ColumbusLitchfieldMill Neck

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K3 grants20193 grants20203 grants20213 grants20223 grants20233 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Trinity Church: $7KTrinity Church$7KMill Neck Foundation Inc: $3KMill Neck Foundation Inc$3KDelta Gamma Foundation: $3KDelta Gamma Foundation$3K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Trinity Church Litchfield, CTGeneral purposes$7,018
Mill Neck Foundation Inc Mill Neck, NYGeneral purposes$3,499
Delta Gamma Foundation Columbus, OHGeneral purposes$3,499

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019202020212022202320242025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 8, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
  8. 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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