2026-04-10T08:31:48-07:00 2025-12-31 060743056 Howd Lavieri & Finch LLP 682 Main Street Winsted CT 06098 990PF 2025-01-01 066471443 Helen S Donaldson Charitable Remainder Unitrust HELE 8603792761 682 Main Street Winsted CT 06098 Richard A Donaldson Trustee 2026-04-10 true Douglas K O'Connell P01400136 8603792761 2025 2025-03-06 01:10:19Z X 431298 X X 22 22 22 8043 8043 8043 53777 54209 53777 549 62391 61842 8065 1155 1155 1155 1155 1060 1060 1060 1060 1506 1506 1506 1506 3721 3721 3721 3721 14016 14016 17737 3721 3721 17737 44654 58121 4344 1927 11882 11882 185870 220569 419416 187797 232451 431298 0 X 187797 232451 187797 232451 187797 232451 187797 44654 232451 232451 American Enterprise 3459 P 2016-05-19 2025-01-08 54209 432 53777 53777 53777 808 808 808 370 370 X 14 452 0 false false false false false false false true true CT true false false false false true N/A Richard A Donaldson 9414055300 108 Redwood Dr Cochran GA 31014 X false false false false false false false false false false false false false false false false false false false false false false Richard A Donaldson 108 Redwood Dr Cochran GA 31014 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 385958 17001 0 402959 0 402959 6044 396915 19846 19846 808 808 19038 19038 19038 17737 17737 19038 734 17737 734 0 17003 2035 X Mill Neck Foundation Inc PO Box 100 Mill Neck NY 11765 None PC General purposes 3499 Delta Gamma Foundation PO Box 21397 Columbus OH 43221 None PF General purposes 3499 Trinity Church PO Box 634 Litchfield CT 06059 None PC General purposes 7018 14016 22 8043 549 53777 8614 53777 62391 false false false false false false false false false false HLF 1060 1060 1060 1060 Other Investment Income 549 Federal 1480 1480 1480 1480 Foreign taxes 26 26 26 26