Helen S Donaldson Charitable Remainder Unitrust Ua 02161999
- Assets
- $91.7k
- Revenue
- $3.2k
- Investments
- $84.6k
- Employees
- 0
- Location
- Winsted, CT
- Founding
- 00/0000
- Data as of
- 12/2023
- EIN
- 06-6471443
Organization Overview
Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 is located in Winsted, CT. The organization was established in 0000. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2023, Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 generated $3.2k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 5.4% each year. All expenses for the organization totaled $9.5k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ONLY CHARITABLE ACTIVITY OF THIS TRUST IS TO MAKE DISTRIBUTIONS OF THE NET INCOME TO THE QUALIFIED CHARITIES DESIGNATED IN THE TRUST INSTRUMENT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David M Cusick Trustee | 0.2 | $0 | |
Richard A Donaldson Trustee | 0.2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $24 |
| Dividends & Interest | $3,354 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$547 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $392 |
| Total Revenue | $3,223 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $490 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $37 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $1,565 |
| Contributions, gifts, grants paid | $7,975 |
| Total expenses and disbursements | $9,540 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $7,086 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $91,663 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Helen S Donaldson Charitable Remainder Unitrust Ua 02161999 has awarded $7,975 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
MILL NECK FOUNDATION INC PURPOSE: GENERAL PURPOSES | $1,995 |
DELTA GAMMA FOUNDATION PURPOSE: GENERAL PURPOSES | $1,995 |
TRINITY CHURCH PURPOSE: GENERAL PURPOSES | $3,985 |