Helen R Coe Trust

BRIDGTON, ME EIN: 01-0351827

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$75K$151K$226K$301K2021202220232024
Metric202420232022
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

$0$38K$76K$114K$152K20 grants202119 grants202223 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF SOUTHERN M…$11KLOVELL HISTORICAL SOCIETY$10KLOVELL RECREATION DEPART…$10KUNIVERSITY OF SOUTHERN M…$10KEMMANUEL COLLEGE$9KPAUL SMITH COLLEGE$9KUNIVERSITY OF MAINE$9KUNIVERSITY OF MAINE$9KUNIVERSITY OF SOUTHERN M…$9KFRYEBURG RESCUE$8K

Grant Size Distribution

84 grants across all recorded years

84<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Helen R Coe Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MICHAEL FRIEDMANTRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
JOSPEH DORNERMEMBER1
LINDA DUNLEAMEMBER1
MICHAEL FRIEDMANTRUSTEE1$1,793
STAN TUPAJMEMBER1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

5states

Cities

AuburnBostonBridgtonBronxvilleBrownfieldBrunswickCobleskillFryeburgLewistonLovellMiltonNorth ConwayNorth FryeburgOronoPaul SmithsPortlandPortsmouthRochesterSavannahStoneham

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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