Nonprofit · EIN 01-0351827
HELEN R COE TR
Tax-exempt · FRYEBURG, ME 04037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $231,752 | $171,050 | $60,702 | $2,266,622 | $0 | $2,266,622 |
| March 31, 2024 | 990-PF | $82,730 | $170,865 | -$88,135 | $2,205,920 | $0 | $2,205,920 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $66,365
- Interest
- $3,833
- Net gain from sales of assets
- $161,554
Expenses
- Grants and similar amounts paid
- $130,247
- Compensation of officers, directors and key employees
- $2,695
- Disbursements for charitable purposes
- $137,428
- Excise tax on investment income
- $2,798
Balance sheet and other
- Total assets, start of year
- $2,205,920
- Total assets, end of year
- $2,266,622
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,266,622
- Fair market value of assets
- $2,996,007
- Qualifying distributions
- $137,428
- Net investment income
- $231,752
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL FRIEDMAN PO BOX 10, BRIDGTON, ME 04009 | TRUSTEE | 1 | $2,695 |
| JOSPEH DORNER 351 CHRISTIAN HILL ROAD, LOVELL, ME 04051 | MEMBER | 1 | $0 |
| LINDA DUNLEA 249 SHAVE HILL ROAD, LOVELL, ME 04051 | MEMBER | 1 | $0 |
| STAN TUPAJ 224 MAIN STREET, LOVELL, ME 04051 | MEMBER | 1 | $0 |
990-PF for the year ended March 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL FRIEDMAN PO BOX 10, BRIDGTON, ME 04009 | TRUSTEE | 1 | $1,793 |
| JOSPEH DORNER 351 CHRISTIAN HILL ROAD, LOVELL, ME 04051 | MEMBER | 1 | $0 |
| LINDA DUNLEA 249 SHAVE HILL ROAD, LOVELL, ME 04051 | MEMBER | 1 | $0 |
| STAN TUPAJ 224 MAIN STREET, LOVELL, ME 04051 | MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 29, FRYEBURG, ME 04037-0029
- In care of
- % PETER MALIA
- Signed the 990-PF
- ANDREW PIERCE ESQ, TRUSTEE
- Phone
- (207) 935-2061
- Return prepared by
- GAMWELL CAPUTO KELSCH & CO PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-0351827
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1977
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,266,622
- Income (IRS master file)
- $657,090
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $231,752 | $171,050 | $2,266,622 | XML |
| 990-PF | March 2024 | $82,730 | $170,865 | $2,205,920 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0351827).
Questions about HELEN R COE TR
- What is the EIN of HELEN R COE TR?
- The employer identification number (EIN) of HELEN R COE TR is 01-0351827.
- Is HELEN R COE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to HELEN R COE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN R COE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN R COE TR due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN R COE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of HELEN R COE TR?
- The 990-PF for the year ended March 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $2,695 (MICHAEL FRIEDMAN, TRUSTEE).
- How much revenue does HELEN R COE TR have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $231,752, expenses of $171,050 and total assets of $2,266,622 at year end.
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