Funder DirectoryHelen S Donaldson Charitable
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All organizations not elsewhere classifiedEIN 066471443Est. 0000-00

Helen S Donaldson Charitable

Winsted, CT 06098

Total Assets

$242K

FY 2023

Annual Giving

$8K

FY 2023

Grants Made

3

FY 2023

Avg Grant

$3K

FY 2023

Grant Range

$2K–$4K

Typical

Deadlines

Applications

Programs & Activities

Program 1

The only charitable activity of this Trust is to make distributions of the net income to the qualified charities designated in the Trust instrument.

Financial Snapshot

2023 filing

Total Revenue

$3K

Total Expenses

$10K

Qualifying Distributions

$10K

Distributable Amount

$10K

Min. Investment Return

$10K

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $8K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

15 grants

Trinity Church
$15K
5 grants
Mill Neck Foundation Inc
$8K
5 grants
Delta Gamma Foundation
$8K
5 grants

Grant Size Distribution

15 grants

<$10K
15
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Connecticut
$15K
50% of total
New York
$8K
25% of total
Ohio
$8K
25% of total

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Helen S Donaldson Charitable — Grants, Financials & Contact | Grantivo