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Helen S Donaldson Charitable Remainder Unitrust Ua 02161999

Schmidt Bruce C Ttee
  • Winsted, CT
  • EIN: 06-6471443

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$110k (2024)

Expenses
$13.9k (2024)

Total Assets
$188k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$110,033
Expenses
$13,899
Net Income
$96,134
Net Assets
$187,797
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $74
0.1%
Dividends $5,056
4.6%
Sales of Assets $104,532
95.0%
Other Income $371
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,899
100%
Compensation of Officers* $932
6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $187,797
Total Liabilities $0
Net Assets $187,797
Compensation
Key Employees and Officers Compensation Other
Richard A Donaldson (Trustee) $0 $0

Document Links

990-PF
Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,223
Expenses
$9,540
Net Income
-$6,317
Net Assets
$91,663
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $24
0.7%
Dividends $3,354
> 100%
Sales of Assets -$547
Other Income $392
12.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,511
99.7%
Compensation of Officers* $490
5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $91,663
Total Liabilities $0
Net Assets $91,663
Compensation
Key Employees and Officers Compensation Other
David M Cusick (Trustee) $0 $0
Richard A Donaldson (Trustee) $0 $0

Document Links

990-PF
Filed on April 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,039
Expenses
$9,066
Net Income
-$5,027
Net Assets
$97,980
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.2%
Dividends $3,847
95.2%
Sales of Assets -$349
Other Income $532
13.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,008
99.4%
Compensation of Officers* $636
7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $97,980
Total Liabilities $0
Net Assets $97,980
Compensation
Key Employees and Officers Compensation Other
David M Cusick (Trustee) $0 $0
Richard A Donaldson (Trustee) $0 $0

Document Links

990-PF
Filed on March 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,264
Expenses
$7,780
Net Income
-$1,516
Net Assets
$103,007
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,776
60.3%
Sales of Assets $2,302
36.7%
Other Income $186
3.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,756
99.7%
Compensation of Officers* $624
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $103,007
Total Liabilities $0
Net Assets $103,007
Compensation
Key Employees and Officers Compensation Other
David M Cusick (Trustee) $0 $0
Richard A Donaldson (Trustee) $0 $0

Document Links

990-PF
Filed on April 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$2,353
Expenses
$7,131
Net Income
-$9,484
Net Assets
$104,522
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
Dividends $3,308
Sales of Assets $0
Other Income $299
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,104
99.6%
Compensation of Officers* $706
9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $104,523
Total Liabilities $1
Net Assets $104,522
Compensation
Key Employees and Officers Compensation Other
David M Cusick (Trustee) $0 $0
Richard A Donaldson (Trustee) $0 $0

Document Links

990-PF
Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,845
Expenses
$7,673
Net Income
-$3,828
Net Assets
$114,006
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $61
1.6%
Dividends $3,424
89.1%
Sales of Assets $0
Other Income $363
9.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,673
100%
Compensation of Officers* $872
11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $114,007
Total Liabilities $1
Net Assets $114,006
Compensation
Key Employees and Officers Compensation Other
David M Cusick (Trustee) $0 $0
Richard A Donaldson (Trustee) $0 $0

Document Links

990-PF
Filed on April 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$140
Expenses
$6,085
Net Income
-$6,225
Net Assets
$117,835
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $56
Dividends $2,921
Sales of Assets -$3,301
Other Income $184
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,085
100%
Compensation of Officers* $599
9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $117,835
Total Liabilities $0
Net Assets $117,835
Compensation
Key Employees and Officers Compensation Other
David M Cusick (Trustee) $0 $0
Richard A Donaldson (Trustee) $0 $0

Document Links

990-PF
Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,064
Expenses
$9,006
Net Income
-$5,942
Net Assets
$124,060
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.1%
Dividends $3,060
99.9%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,006
100%
Compensation of Officers* $1,139
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $124,060
Total Liabilities $0
Net Assets $124,060
Compensation
Key Employees and Officers Compensation Other
David M Cusick (Trustee) $0 $0
Richard A Donaldson (Trustee) $0 $0

Document Links

990-PF
Filed on May 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,120
Expenses
$10,942
Net Income
-$8,822
Net Assets
$130,002
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $2,108
99.4%
Sales of Assets $0
Other Income $11
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,942
100%
Compensation of Officers* $2,421
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $130,002
Total Liabilities $0
Net Assets $130,002
Compensation
Key Employees and Officers Compensation Other
David M Cusick (Trustee) $0 $0
Richard A Donaldson (Trustee) $0 $0

Document Links

990-PF
Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,686
Expenses
$8,720
Net Income
-$3,034
Net Assets
$138,824
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,003
17.6%
Sales of Assets $4,683
82.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,329
72.6%
Compensation of Officers* $591
6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $138,824
Total Liabilities $0
Net Assets $138,824

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,583
Expenses
$11,751
Net Income
-$168
Net Assets
$141,858
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,493
38.8%
Sales of Assets $7,090
61.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,454
71.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $141,858
Total Liabilities $0
Net Assets $141,858

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,997
Expenses
$12,470
Net Income
-$3,473
Net Assets
$142,026
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,401
48.9%
Sales of Assets $4,596
51.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,879
71.2%
Compensation of Officers* $140
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $142,026
Total Liabilities $0
Net Assets $142,026

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,408
Expenses
$10,219
Net Income
-$2,811
Net Assets
$145,499
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,941
53.2%
Sales of Assets $3,322
44.8%
Other Income $145
2.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,066
59.4%
Compensation of Officers* $386
3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $145,500
Total Liabilities $1
Net Assets $145,499

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,204
Expenses
$15,428
Net Income
$4,776
Net Assets
$148,310
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,074
20.2%
Sales of Assets $16,130
79.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,275
66.6%
Compensation of Officers* $430
2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $148,310
Total Liabilities $0
Net Assets $148,310

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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