Helen R Coe Trust
Helen R Coe Trust is a private foundation based in Fryeburg, Maine. Its 2025 filing lists grants for scholarships and charitable purposes, including support for local youth transportation, emergency services, arts, historical preservation, and community facilities.
Helen R Coe Trust at a glance
In short: Helen R Coe Trust gave $138K across 23 grants in 2025 (avg $6K), mostly in Maine. 26% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $138,247
- -1.2% vs 2024
- Grants made (2025)
- 23
- +4.5% vs 2024
- Average grant
- $6,011
- -5.5% vs 2024
- Median grant
- $7,000
- Total assets
- $2,266,622
- +2.8% vs 2024
- New grantees (estimate)
- 26% first-time grantees (5 of 19, 2025; small sample)
- Primary geography
- Maine (92% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Helen R Coe Trust
- How to Apply
-
The foundation does not restrict giving to preselected organizations. Its filing directs scholarship applicants to submit proof of residency in Lovell, Maine, academic performance, achievement test scores, and a teacher recommendation. Charitable organizations are asked to submit a letter requesting assistance for a specific charitable purpose. Requests are subject to the foundation’s stated restrictions for purposes that assist the general welfare of Lovell residents.
- Review Cycle
- The filing lists July 1 for scholarship requests and January 1 for charitable organization requests. Both dates have passed for the 2026 cycle.
- Deadline
- The filing lists July 1 for scholarship requests and January 1 for charitable organization requests.
- Contact
Application contact: Coe Governing Committee
Mailing address: PO Box 185, Center Lovell, ME 04016
Phone: (207) 925-6272
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Helen R Coe Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of Maine ($28K across 3 grants). Together the top 10 received $112K.
Grant Size Distribution
107 grants across all recorded years
The most common grant size was under $50K: 107 grants of 107 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s filing states that awards must assist the general welfare of Lovell, Maine residents. In 2025, 92% of grant dollars went to recipients in Maine, 7% to New York, and 2% to Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
Cities
Is Helen R Coe Trust open to new grantees?
26%
first-time grantees, 2025
In 2025, 5 of 19 grantees (26%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $4K; repeat grants $8K. How we count
Medians: $3K first-time, $8K repeat.
- 63% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $106K (2021) to $152K (2023). In 2025 it made 23 grants totaling $138K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lovell Recreation Department Lovell, ME | Support of Local Youth Program Transportation Costs | $12,000 |
| University of Maine Orono, ME | Scholarship - Courtney Dutton | $10,000 |
| Paul Smith College Paul Smiths, NY | Scholarship - Jade Blood | $9,000 |
| University of Maine Orono, ME | Scholarship - William Fitzgerald | $9,000 |
| University of Maine Orono, ME | Scholarship - Shelby Purslow | $9,000 |
| University of Southern Maine Portland, ME | Scholarship - Alanna Nataluk | $9,000 |
| Maine Maritime Academy Castine, ME | Scholarship - Austin Dorner | $9,000 |
| Fryeburg Rescue Fryeburg, ME | Funding for Local Emergency Rescue Squad Radio System | $8,215 |
| Lovell Brick Church for the Performing Arts Lovell, ME | Local Theater Renovation and Equipment | $8,215 |
| Lovell Historical Society Lovell, ME | Support of Local Historical Society Property Maintenance | $8,215 |
Ready to take the next step with Helen R Coe Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,266,622 | $231,752 | $171,050 | $138,247 | 23 | $137,428 | $201,271 | $145,953 |
| 2024 | $2,205,920 | $82,730 | $170,865 | $139,867 | 22 | $145,436 | $58,924 | $129,555 |
| 2023 | $2,294,055 | $53,534 | $181,940 | $152,250 | 23 | $158,039 | $36,193 | $123,121 |
| 2022 | $2,422,461 | $273,655 | $163,811 | $125,844 | 19 | $131,032 | $247,465 | $138,861 |
| 2021 | $2,312,617 | $19,237 | $141,460 | $105,663 | 20 | — | $33,878 | $123,268 |
Under IRS private-foundation payout rules, Helen R Coe Trust reported a distributable amount of $146K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s filing does not state a separate mission. Its 2025 grants include scholarships for individual recipients and grants to organizations for local community purposes. Thomas College, which received grants in 2025, describes its own mission as preparing students for personal and professional success and for leadership and service in their communities.
Grantmaking
In filing year 2025, the foundation awarded 23 grants totaling $138,247. Grants ranged from $1,000 to $12,000, with a median of $7,000. Awards included $12,000 to Lovell Recreation Department for local youth program transportation costs; $10,000 to the University of Maine for a scholarship; and $9,000 each to Paul Smith College, the University of Maine, the University of an individual recipient, and Maine Maritime Academy for scholarships. Other grants included $8,215 each to Fryeburg Rescue, Lovell Brick Church for the Performing Arts, Lovell Historical Society, and Lovell United Church for local emergency, arts, historical, and community-kitchen purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists JOSPEH DORNER, LINDA DUNLEA, and STAN TUPAJ as members, and MICHAEL FRIEDMAN as trustee.
Helen R Coe Trust's 2025 filing lists 4 officers; 1 of 4 officers listed in 2025 is compensated.
Officers on the 2025 filing
Michael Friedman
Trustee
On filings since 2023
1 hr/week
$3K (2023) → $3K (2025)
Jospeh Dorner
Member
On filings since 2021
1 hr/week
No compensation reported
Linda Dunlea
Member
On filings since 2021
1 hr/week
No compensation reported
Stan Tupaj
Member
On filings since 2021
1 hr/week
No compensation reported
Former officers (1)
- Former: Peter Malia (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Michael Friedman (Trustee).
Frequently asked questions about Helen R Coe Trust
How much does Helen R Coe Trust give each year?
Helen R Coe Trust gave $138K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $140K across 22 grants.
What is Helen R Coe Trust's typical grant size?
Helen R Coe Trust's median grant in 2025 was $7,000, and its average grant was $6,011, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Helen R Coe Trust that year got $4K on average.
Where does Helen R Coe Trust give grants?
Helen R Coe Trust gives mostly in Maine: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (7%). The most frequent recipient cities were Lovell, ME (7 grants), Orono, ME (3 grants), Portland, ME (3 grants) and Waterville, ME (2 grants).
Does Helen R Coe Trust give general operating support?
Not in 2025: none of the 23 grants with a stated purpose on Helen R Coe Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Helen R Coe Trust's largest grantees?
Helen R Coe Trust's largest 2025 grantees include University of Maine ($28,000 across 3 grants), University of Southern Maine ($13,079 across 2 grants) and Lovell Recreation Department ($12,000), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is Helen R Coe Trust?
Helen R Coe Trust reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $137K in qualifying distributions that year, against a required minimum of $146K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Helen R Coe Trust fund?
The foundation’s filing does not state a separate mission. Its 2025 grants include scholarships for individual recipients and grants to organizations for local community purposes. See mission & focus areas ↑
How do I apply for a grant from Helen R Coe Trust?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Helen R Coe Trust's EIN?
Helen R Coe Trust's EIN (Employer Identification Number) is 01-0351827. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 8, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 2, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 14, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 23, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 11, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Helen R Coe Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Helen R Coe Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/helen-r-coe-trust-morg_a218a39485ee45b590bd48d235585aa2
BibTeX
@misc{grantable_010351827_2026,
author = {{Grantable}},
title = {{Helen R Coe Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/helen-r-coe-trust-morg_a218a39485ee45b590bd48d235585aa2},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Helen R Coe Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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