Nonprofit · EIN 06-6471443
HELEN S DONALDSON CHARITABLE REMAINDER UNITRUST UA 02161999
Also known as SCHMIDT BRUCE C TTEE
Tax-exempt · WINSTED, CT 06098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $62,391 | $17,737 | $44,654 | $232,451 | $0 | $232,451 |
| December 31, 2024 | 990-PF | $110,033 | $13,899 | $96,134 | $187,797 | $0 | $187,797 |
| December 31, 2023 | 990-PF | $3,223 | $9,540 | -$6,317 | $91,663 | $0 | $91,663 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,043
- Interest
- $22
- Net gain from sales of assets
- $53,777
- Other income
- $549
Expenses
- Grants and similar amounts paid
- $14,016
- Compensation of officers, directors and key employees
- $1,155
- Disbursements for charitable purposes
- $17,737
- Excise tax on investment income
- $808
Balance sheet and other
- Total assets, start of year
- $187,797
- Total assets, end of year
- $232,451
- Total liabilities, end of year
- $0
- Net assets, end of year
- $232,451
- Fair market value of assets
- $431,298
- Qualifying distributions
- $17,737
- Net investment income
- $61,842
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard A Donaldson 108 Redwood Dr, Cochran, GA 31014 | Trustee | 0.2 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard A Donaldson 108 Redwood Dr, Cochran, GA 31014 | Trustee | 0.2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David M Cusick 682 Main Street, Winsted, CT 06098 | Trustee | 0.2 | $0 |
| Richard A Donaldson 1955 85T CT NW, Bradenton, FL 342099805 | Trustee | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- HOWD LAVIERI FINCH 682 MAIN ST, WINSTED, CT 06098-0000
- In care of
- % HOWD LAVIERI & FINCH LLP
- Signed the 990-PF
- Richard A Donaldson, Trustee
- Phone
- (860) 379-2761
- Return prepared by
- Howd Lavieri & Finch LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6471443
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $232,451
- Income (IRS master file)
- $62,823
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $62,391 | $17,737 | $232,451 | XML |
| 990-PF | December 2024 | $110,033 | $13,899 | $187,797 | IRS |
| 990-PF | December 2023 | $3,223 | $9,540 | $91,663 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6471443).
Questions about HELEN S DONALDSON CHARITABLE REMAINDER UNITRUST UA 02161999
- What is the EIN of HELEN S DONALDSON CHARITABLE REMAINDER UNITRUST UA 02161999?
- The employer identification number (EIN) of HELEN S DONALDSON CHARITABLE REMAINDER UNITRUST UA 02161999 is 06-6471443.
- Is HELEN S DONALDSON CHARITABLE REMAINDER UNITRUST UA 02161999 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does HELEN S DONALDSON CHARITABLE REMAINDER UNITRUST UA 02161999 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN S DONALDSON CHARITABLE REMAINDER UNITRUST UA 02161999 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN S DONALDSON CHARITABLE REMAINDER UNITRUST UA 02161999 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HELEN S DONALDSON CHARITABLE REMAINDER UNITRUST UA 02161999?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HELEN S DONALDSON CHARITABLE REMAINDER UNITRUST UA 02161999 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $62,391, expenses of $17,737 and total assets of $232,451 at year end.
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