2024-04-08T07:34:19-07:00 2023-12-31 060743056 Howd Lavieri & Finch LLP 682 Main Street Winsted CT 06098 990PF 2023-01-01 066471443 Helen S Donaldson Charitable Remainder Unitrust HELE 8603792761 682 Main Street Winsted CT 06098 David M Cusick Trustee 2024-04-08 true David M Cusick 999009999 true Douglas K O'Connell P01400136 8603792761 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 242137 X X 24 24 24 3354 3354 3354 -547 265 392 3223 3378 3378 490 490 490 490 1038 1038 1038 1038 37 8 8 8 1565 1536 1536 1536 7975 7975 9540 1536 1536 9511 -6317 1842 1842 12724 7086 7086 85256 84577 235051 97980 91663 242137 0 X 97980 91663 97980 91663 97980 91663 97980 -6317 91663 91663 3 Kyndryl Hlds P 2021-01-22 2023-08-18 18 77 -59 -59 24 Warner Bros DiscvA P 2020-08-13 2023-08-18 247 735 -488 -488 -547 26 26 26 26 0 false false false false false false false true true CT true false false false false true N/A David M Cusick 8603792761 682 Main Street Winsted CT 06098 X false false false false false false false false false false false false false false false false false false false false false false David M Cusick 682 Main Street Winsted CT 06098 Trustee 0.20 0 Richard A Donaldson 1955 85T CT NW Bradenton FL 342099805 Trustee 0.20 0 NONE NONE The only charitable activity of this Trust is to make distributions of the net income to the qualified charities designated in the Trust instrument. 0 200204 8943 0 209147 0 209147 3137 206010 10301 10301 26 26 10275 10275 10275 9511 9511 10275 1140 675 348 2163 9511 0 9511 764 764 1399 0 1399 376 675 348 X Mill Neck Foundation Inc PO Box 100 Mill Neck NY 11765 None PC General purposes 1995 Delta Gamma Foundation PO Box 21397 Columbus OH 43221 None PF General purposes 1995 Trinity Church PO Box 634 Litchfield CT 06059 None PC General purposes 3985 7975 24 3354 392 -547 3223 3223 false false false false false false false false false false HLF 1038 1038 1038 1038 Other Investment Income 392 Federal 29 Foreign taxes 8 8 8 8