Helen S Donaldson Charitable
Helen S Donaldson Charitable is a private foundation, based in WINSTED, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $188K in total assets. In 2024, it awarded 3 grants totaling $11K. Net investment income was $106K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$188K
+104.9% YoY
Annual Giving
$11K
+33.6% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$4K
+33.6% YoY
Under IRS private-foundation payout rules, Helen S Donaldson Charitable reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen S Donaldson Charitable
Based on IRS filings
Helen S Donaldson Charitable is a private foundation, based in WINSTED, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $188K in total assets. In 2024, it awarded 3 grants totaling $11K. Net investment income was $106K.
Ready to take the next step with Helen S Donaldson Charitable?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $187,797 | $91,663 | $97,980 |
| Revenue | $110,033 | $3,223 | $4,039 |
| Expenses | $13,899 | $9,540 | $9,066 |
| Qualifying Distributions | $13,899 | $9,511 | $9,008 |
| Net Investment Income | $106,414 | $1,842 | $2,052 |
| Distributable Amount | $16,032 | $10,275 | $8,660 |
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 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Trinity Church ($5,323), Mill Neck Foundation Inc ($2,664), Delta Gamma Foundation ($2,664).
| Recipient | Purpose | Amount |
|---|---|---|
| Mill Neck Foundation Inc Mill Neck, NY | General purposes | $2,664 |
| Delta Gamma Foundation Columbus, OH | General purposes | $2,664 |
| Trinity Church Litchfield, CT | General purposes | $5,323 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Richard A Donaldson | Trustee | 0.2 | — |
Frequently Asked Questions
How large is Helen S Donaldson Charitable?
As of 2024, Helen S Donaldson Charitable holds $188K in total assets with $110K in annual revenue. It awarded 3 grants totaling $11K in 2024.
Where does Helen S Donaldson Charitable operate?
Helen S Donaldson Charitable has awarded grants in Connecticut, New York, Ohio.
What size grants does Helen S Donaldson Charitable award?
In 2024, Helen S Donaldson Charitable awarded 3 grants totaling $11K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Helen S Donaldson Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen S Donaldson Charitable reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.