Elmira D Coate Tr Co-ttee

SAINT LOUIS, MO EIN: 22-6287603

Elmira D Coate Tr Co-ttee is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.2M in total assets. In 2024, it awarded 1 grants totaling $290K. Net investment income was $343K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.2M

+0.7% YoY

Annual Giving

$290K

-15.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$290K

-15.1% YoY

Under IRS private-foundation payout rules, Elmira D Coate Tr Co-ttee reported a distributable amount of $410K for 2024 — the minimum it must pay out in qualifying distributions.

About Elmira D Coate Tr Co-ttee

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $1.8M (100%)

States

New Jersey

Cities

Marlton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$7,241,265	$7,191,479	$7,411,217
Revenue	$432,342	$212,442	$330,961
Expenses	$384,627	$430,245	$484,933
Qualifying Distributions	$300,612	$351,848	$395,746
Net Investment Income	$342,699	$149,949	$250,495
Distributable Amount	$410,228	$376,950	$395,938

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Virtua Health Foundation Inc ($290,000).

Recipient	Purpose	Amount
VIRTUA HEALTH FOUNDATION INC MARLTON, NJ	GENERAL OPERATING	$290,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$90,448

Frequently Asked Questions

How large is Elmira D Coate Tr Co-ttee?

As of 2024, Elmira D Coate Tr Co-ttee holds $7.2M in total assets with $432K in annual revenue. It awarded 1 grants totaling $290K in 2024.

Where does Elmira D Coate Tr Co-ttee operate?

Elmira D Coate Tr Co-ttee has awarded grants in New Jersey.

What size grants does Elmira D Coate Tr Co-ttee award?

In 2024, Elmira D Coate Tr Co-ttee awarded 1 grants totaling $290K — an average of about $290K per grant, based on its IRS Form 990 filings.

How much is Elmira D Coate Tr Co-ttee required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Elmira D Coate Tr Co-ttee reported a distributable amount of $410K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.