Civic Intelligence

Joseph E Coe Tuw FBO Charities

EIN 06-6035732 • Waterbury, CT

123 Bank StreetWaterbury, CT 06702
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Net Margin

39th percentile

-4.3%

Higher net margin than 39% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

86th percentile

$7,056

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

54th percentile

-0.4%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

35%

Faster revenue growth than 79% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$348,519

Down $1,519 (-0.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$348,519

Down $1,519 (-0.4%) from 2024

Revenue

Up

$34,914

Up $9,104 (+35%) from 2024

Expenses

Up

$36,405

Up $7,857 (+28%) from 2024

Net Income

Up

-$1,491

Up $1,247 (+46%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2021: $380,167Liabilities 2021: $0Net Assets 2021: $380,1672021Assets 2022: $377,446Liabilities 2022: $0Net Assets 2022: $377,4462022Assets 2023: $353,046Liabilities 2023: $0Net Assets 2023: $353,0462023Assets 2024: $350,038Liabilities 2024: $0Net Assets 2024: $350,0382024Assets 2025: $348,519Liabilities 2025: $0Net Assets 2025: $348,5192025

Highlighted filing

2025

Assets$348,519
Liabilities$0
Net Assets$348,519

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2021: $21,538Expenses 2021: $26,478Net Income 2021: -$4,9402021Revenue 2022: $25,191Expenses 2022: $27,845Net Income 2022: -$2,6542022Revenue 2023: $17,591Expenses 2023: $41,956Net Income 2023: -$24,3652023Revenue 2024: $25,810Expenses 2024: $28,548Net Income 2024: -$2,7382024Revenue 2025: $34,914Expenses 2025: $36,405Net Income 2025: -$1,4912025

Highlighted filing

2025

Revenue$34,914
Expenses$36,405
Net Income-$1,491

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Jan 7, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WEBSTER BANKTrustee-$7,056-$7,056
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCity of Meriden Kevin McNabola Finance DirectorGENERAL PURPOSEPCMeriden, CT, US$14,000
Paid GrantTown of Middlefield Office of The TreasurerGENERAL PURPOSEPCMiddlefield, CT, US$14,000
Filing and Contact Details

Filer

Filer Name
Joseph E Coe Tuw Fbo Charities
EIN
06-6035732
Phone
2035782448
Address
123 BANK STREET, WATERBURY, CT 06702

Signing Officer

Name
Carrie Chace Webster Bank N a
Title
Vice President
Phone
2035782448
Signed
2026-01-07
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Derek Mastic
Phone
4126447800
Raw XML Appendix400 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FY24 TRANSACTIONS POSTED IN FY25
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2RETURN OF CAPITAL ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0171
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FY23 TRANSACTIONS POSTED IN FY24
TaxesSchedule/TaxesDetail/Amt0271
TaxesSchedule/TaxesDetail/Amt1280
TaxesSchedule/TaxesDetail/Amt231
TaxesSchedule/TaxesDetail/Amt317
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt231
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt317
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE CHACE WEBSTER BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02035782448
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH E COE TUW FBO CHARITIES
ReturnHeader/Filer/BusinessNameControlTxt0COE
ReturnHeader/Filer/EIN0066035732
ReturnHeader/Filer/PhoneNum02035782448
ReturnHeader/Filer/USAddress/AddressLine1Txt0123 BANK STREET
ReturnHeader/Filer/USAddress/CityNm0WATERBURY
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ReturnHeader/Filer/USAddress/ZIPCd006702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK MASTIC
ReturnHeader/ReturnTs02026-02-09T09:01:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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