Nonprofit · EIN 06-6035732
JOSEPH E COE TRUST
Also known as WEBSTER TRUST CO
Tax-exempt · WATERBURY, CT 06702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $34,914 | $36,405 | -$1,491 | $348,519 | $0 | $348,519 |
| October 31, 2024 | 990-PF | $25,810 | $28,548 | -$2,738 | $350,038 | $0 | $350,038 |
| October 31, 2023 | 990-PF | $17,591 | $41,956 | -$24,365 | $353,046 | $0 | $353,046 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $12,776
- Net gain from sales of assets
- $22,138
Expenses
- Grants and similar amounts paid
- $28,000
- Compensation of officers, directors and key employees
- $7,056
- Disbursements for charitable purposes
- $29,952
- Excise tax on investment income
- $403
Balance sheet and other
- Total assets, start of year
- $350,038
- Total assets, end of year
- $348,519
- Total liabilities, end of year
- $0
- Net assets, end of year
- $348,519
- Fair market value of assets
- $599,089
- Qualifying distributions
- $29,952
- Net investment income
- $34,910
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WEBSTER BANK 123 BANK STREET, WATERBURY, CT 06702 | TRUSTEE | 2 | $7,056 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WEBSTER BANK 123 BANK STREET, WATERBURY, CT 06702 | TRUSTEE | 2 | $6,888 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WEBSTER BANK 123 BANK STREET, WATERBURY, CT 06702 | TRUSTEE | 2 | $6,868 |
Address and contacts
- Address (IRS master file)
- 123 BANK ST, WATERBURY, CT 06702-2205
- Signed the 990-PF
- CARRIE CHACE WEBSTER BANK N A, VICE PRESIDENT
- Phone
- (203) 578-2448
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-6035732
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $348,519
- Income (IRS master file)
- $67,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $34,914 | $36,405 | $348,519 | XML |
| 990-PF | October 2024 | $25,810 | $28,548 | $350,038 | XML |
| 990-PF | October 2023 | $17,591 | $41,956 | $353,046 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | 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 06-6035732).
Questions about JOSEPH E COE TRUST
- What is the EIN of JOSEPH E COE TRUST?
- The employer identification number (EIN) of JOSEPH E COE TRUST is 06-6035732.
- Is JOSEPH E COE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JOSEPH E COE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH E COE TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH E COE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of JOSEPH E COE TRUST?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,056 (WEBSTER BANK, TRUSTEE).
- How much revenue does JOSEPH E COE TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $34,914, expenses of $36,405 and total assets of $348,519 at year end.
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