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.
Helen S Donaldson Charitable at a glance
In short: Helen S Donaldson Charitable gave $14K across 3 grants in 2025 (avg $5K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $14,016
- +31.6% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $4,672
- +31.6% vs 2024
- Median grant
- $3,499
- Total assets
- $232,451
- +23.8% vs 2024
- Primary geography
- Connecticut (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Helen S Donaldson Charitable funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Trinity Church ($7K). Together the top 3 received $14K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $5K (2020) to $14K (2025). In 2025 it made 3 grants totaling $14K.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $232,451 | $62,391 | $17,737 | $14,016 | 3 | $17,737 | $58,121 | $19,038 |
| 2024 | $187,797 | $110,033 | $13,899 | $10,651 | 3 | $13,899 | $106,414 | $16,032 |
| 2023 | $91,663 | $3,223 | $9,540 | $7,975 | 3 | $9,511 | $1,842 | $10,275 |
| 2022 | $97,980 | $4,039 | $9,066 | $7,204 | 3 | $9,008 | $2,052 | $8,660 |
| 2021 | $103,007 | $6,264 | $7,780 | $5,844 | 3 | $7,756 | $4,166 | $8,811 |
| 2020 | $104,523 | $-2,353 | $7,131 | $5,488 | 3 | — | $1,695 | $6,429 |
| 2019 | $114,007 | $3,845 | $7,673 | $5,532 | 3 | — | $1,344 | $6,533 |
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.
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(8)
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
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Figures come from Helen S Donaldson Charitable's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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