Josephine Coates Trust Uw Bo First
Josephine Coates Trust Uw Bo First is a private foundation, based in Albany, NY. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $339K in total assets. In 2026, it awarded 1 grant totaling $20K. Net investment income was $37K.
Key facts about Josephine Coates Trust Uw Bo First
In short: Josephine Coates Trust Uw Bo First gave $20K across 1 grant in 2026 (avg $20K), mostly in New York. Source: 2026 IRS Form 990-PF.
- EIN
- 14-6104297
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $20,263
- Grants made (2026)
- 1
- Average grant
- $20,263
- Median grant
- $20,263
- Total assets
- $339,153
- Primary geography
- New York (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$339K
+4.7% YoY
Annual Giving
$20K
-31.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$20K
-31.8% YoY
Under IRS private-foundation payout rules, Josephine Coates Trust Uw Bo First reported a distributable amount of $23K for 2026 — the minimum it must pay out in qualifying distributions.
How Josephine Coates Trust Uw Bo First gives
- Giving held roughly steady from 2023 to 2026 (−13%). Method
- In 2026 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Josephine Coates Trust Uw Bo First?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $10K (2024) to $30K (2025). In 2026 it made 1 grant totaling $20K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was First Reformed Church ($20K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Reformed Church Scotia, NY | General Support | $20,263 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $339,153 | $323,910 | $335,606 |
| Revenue | $37,669 | $20,149 | $25,437 |
| Expenses | $22,426 | $31,845 | $11,542 |
| Qualifying Distributions | $21,261 | $30,654 | $10,531 |
| Net Investment Income | $36,772 | $19,301 | $24,689 |
| Distributable Amount | $22,756 | $20,834 | $19,458 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Josephine Coates Trust Uw Bo First's only listed officer is Trustco Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Trustco Bank
Trustee
On filings since 2021
1 hr/week
$909 (2021) → $1K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $1K, to Trustco Bank (Trustee).
Frequently asked questions about Josephine Coates Trust Uw Bo First
How much does Josephine Coates Trust Uw Bo First give each year?
Josephine Coates Trust Uw Bo First gave $20K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $30K across 1 grant.
How large is Josephine Coates Trust Uw Bo First?
Josephine Coates Trust Uw Bo First reported $339K in total assets on its 2026 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $23K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Josephine Coates Trust Uw Bo First operate?
Josephine Coates Trust Uw Bo First has awarded grants in New York.
What is Josephine Coates Trust Uw Bo First's EIN?
Josephine Coates Trust Uw Bo First's EIN (Employer Identification Number) is 14-6104297. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Josephine Coates Trust Uw Bo First by hand.
Explore Open Grants
Browse active grant opportunities in Josephine Coates Trust Uw Bo First's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Le Cocq Ralph B Ta-Irr 50
Brooklyn, OH
Assets
$552K
Grants
1
Total Given
$27K
Le Cocq Ralph B Ta-I 50
Brooklyn, OH
Assets
$1.9M
Grants
1
Total Given
$98K
Birch Memorial Fund Tr Uw
Dallas, TX
Assets
$529K
Grants
1
Total Given
$26K
Paul Dwayne Norman Charitable Trust
Geneseo, IL
Assets
$941K
Grants
4
Total Given
$159K
Edward J Paul Trust Uw
Buffalo, NY
Assets
$173K
Grants
4
Total Given
$7K
William J & Maryann P McGrath Foundation
Evanston, IL
Assets
$49K
Grants
11
Total Given
$17K
James and Shirley Balk Foundation
Grand Rapids, MI
The foundation supports health, education, and children’s services, with most of its giving going to Michigan organizations. In 2024 it made 15 grants totaling $146,700, ranging from $500 to $60,000, with a median grant of $3,000. It accepts requests by letter to Shirley Balk and has no stated deadline or award restrictions.
Assets
$7.5M
Grants
15
Total Given
$147K
Stewart Family Foundation
Rock Rapids, IA
Assets
$25K
Grants
18
Total Given
$61K
Mark a and Deborah a Wilhelm Foundation
Naples, FL
The Mark A and Deborah A Wilhelm Foundation made grants to preselected charitable organizations, primarily in Florida, with smaller amounts going to recipients in Missouri, Virginia, and Michigan. Its 2024 grants totaled $302,209, but amounts varied widely; it did not accept unsolicited requests and its final filing reports that it liquidated and terminated.
Assets
—
Grants
24
Total Given
$302K
Vander Ploeg Family Foundation Inc
Oostburg, WI
The Vander Ploeg Family Foundation supports religious organizations and a range of charitable work, including humanitarian aid, education, hunger relief, disability services, and dementia support, mainly in Wisconsin but also in other states. Its 2025 grants ranged from $500 to $50,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$258K
Grants
24
Total Given
$227K
Vander Meer Family Foundation
Loveland, CO
The Vander Meer Family Foundation supports churches and charitable organizations working in areas including community services, youth, international assistance, and criminal justice. In 2025, its 26 grants had a median of $2,000 and ranged from $1,000 to $105,000, with most funding going to Wisconsin, followed by Colorado and California. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$473K
Grants
26
Total Given
$173K
One Point of Light Foundation Inc
Astoria, NY
The foundation supports preselected charitable organizations, with grants focused on New York-area schools and children, animal welfare, and habitat, as well as cultural, social-service, and conservation work. In 2024, grants ranged from $750 to $38,500, with a median of $8,000; most funding went to New York, though it also funded organizations elsewhere. It does not accept unsolicited funding requests.
Assets
$10.0M
Grants
35
Total Given
$312K
More Funders in New York
Josephine Coates Trust Uw Bo First down — hundreds of funders to go?