Private foundation (trust)EIN 010351827Est. 1977-12

HELEN R COE TRUST

BRIDGTON, ME 04009

Accepts unsolicited proposals

Total Assets

$2.9M

FY 2023

Annual Giving

$140K

FY 2023

Grants Made

22

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$700–$11K

Typical

Deadlines

Submission deadlines are july 1 for sc…

Applications

Financial Snapshot

2023 filing

Total Revenue

$83K

Total Expenses

$171K

Qualifying Distributions

$145K

Distributable Amount

$130K

Min. Investment Return

$130K

Undistributed Income

$78K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

22 grants

Grant sizes from minimum $700 through median $7K to maximum $11K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $152K in 2022. Hover bars for details.

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

Top Recipients

98 grants

UNIVERSITY OF MAINE
$88K
10 grants
UNIVERSITY OF SOUTHERN MAINE
$61K
8 grants
LOVELL HISTORICAL SOCIETY
$38K
4 grants
FRYEBURG RESCUE
$31K
4 grants
LOVELL RECREATION DEPARTMENT
$30K
4 grants
EMMANUEL COLLEGE
$25K
3 grants
CHARLOTTE HOBBS MEMORIAL LIBRARY
$22K
4 grants
NEW SUNCOOK SCHOOL
$21K
6 grants

Grant Size Distribution

98 grants

<$10K
94
grants
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Maine
$431K
72% of total
Massachusetts
$75K
13% of total
New York
$44K
7% of total
New Hampshire
$28K
5% of total
Georgia
$8K
1% of total
Vermont
$8K
1% of total
District of Columbia
$5K
1% of total

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