Helen R Coe Trust
Helen R Coe Trust is a private foundation, based in BRIDGTON, ME. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 22 grants totaling $140K. Net investment income was $59K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2M
-3.8% YoY
Annual Giving
$140K
-8.1% YoY
Grant Count
22
-4.3% YoY
Avg Grant Size
$6K
-4.0% YoY
Under IRS private-foundation payout rules, Helen R Coe Trust reported a distributable amount of $130K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen R Coe Trust
Based on IRS filings
Helen R Coe Trust is a private foundation, based in BRIDGTON, ME. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 22 grants totaling $140K. Net investment income was $59K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,205,920 | $2,294,055 | $2,422,461 |
| Revenue | $82,730 | $53,534 | $273,655 |
| Expenses | $170,865 | $181,940 | $163,811 |
| Qualifying Distributions | $145,436 | $158,039 | $131,032 |
| Net Investment Income | $58,924 | $36,193 | $247,465 |
| Distributable Amount | $129,555 | $123,121 | $138,861 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
84 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Southern Maine ($11,000), Lovell Historical Society ($10,000), Lovell Recreation Department ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHARLOTTE HOBBS MEMORIAL LIBRARY LOVELL, ME | SUPPORT OF LOCAL LIBRARY PROGRAMS | $4,701 |
| EMMANUEL COLLEGE BOSTON, MA | SCHOLARSHIP - JULIA VITELLA | $9,000 |
| FRYEBURG RESCUE FRYEBURG, ME | SUPPORT OF LOCAL EMERGENCY RESCUE SQUAD EQUIPMENT PURCHASE | $8,400 |
| LEWIS DANA HILL MEMORIAL LIBRARY LOVELL, ME | SUPPORT OF LOCAL LIBRARY BOOKS, MATERIALS, AND TECHNOLOGY | $1,200 |
| LOVELL BRICK CHURCH FOR THE PERFORMING ARTS LOVELL, ME | LOCAL THEATER RENOVATION AND EQUIPMENT | $5,718 |
| LOVELL HISTORICAL SOCIETY LOVELL, ME | SUPPORT OF LOCAL HISTORICAL SOCIETY BUILDING RENOVATIONS AND EQUIPMENT | $10,000 |
| LOVELL RECREATION DEPARTMENT LOVELL, ME | SUPPORT OF LOCAL YOUTH SKIING PROGRAM AND SUMMER CAMP SCHOLARSHIPS | $10,000 |
| NEW SUNCOOK SCHOOL LOVELL, ME | SUPPORT OF LOCAL ELEMENTARY SCHOOL SCHOOLGROUND IMPROVEMENTS | $4,533 |
| PAUL SMITH COLLEGE PAUL SMITHS, NY | SCHOLARSHIP - JADE BLOOD | $9,000 |
| SUNSHINE BACKPACK FOOD PROGRAM BROWNFIELD, ME | SUPPORT OF LOCAL YOUTH FOOD PROGRAM | $4,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSPEH DORNER | MEMBER | 1 | — |
| LINDA DUNLEA | MEMBER | 1 | — |
| MICHAEL FRIEDMAN | TRUSTEE | 1 | $1,793 |
| STAN TUPAJ | MEMBER | 1 | — |
Frequently Asked Questions
How large is Helen R Coe Trust?
As of 2024, Helen R Coe Trust holds $2.2M in total assets with $83K in annual revenue. It awarded 22 grants totaling $140K in 2024.
Where does Helen R Coe Trust operate?
Helen R Coe Trust has awarded grants in Georgia, Massachusetts, Maine, New Hampshire, New York.
What size grants does Helen R Coe Trust award?
In 2024, Helen R Coe Trust awarded 22 grants totaling $140K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Helen R Coe Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen R Coe Trust reported a distributable amount of $130K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Explore Open Grants
Browse active grant opportunities in Helen R Coe Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.