Josephine Coates Trust Uw Bo First

ALBANY, NY EIN: 14-6104297

Josephine Coates Trust Uw Bo First is a private foundation, based in ALBANY, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $324K in total assets. In 2025, it awarded 1 grants totaling $30K. Net investment income was $19K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$324K

-3.5% YoY

Annual Giving

$30K

+206.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$30K

+206.7% YoY

Under IRS private-foundation payout rules, Josephine Coates Trust Uw Bo First reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.

About Josephine Coates Trust Uw Bo First

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $112K (100%)

States

New York

Cities

Scotia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$323,910	$335,606	$321,711
Revenue	$20,149	$25,437	$19,721
Expenses	$31,845	$11,542	$25,348
Qualifying Distributions	$30,654	$10,531	$24,062
Net Investment Income	$19,301	$24,689	$18,921
Distributable Amount	$20,834	$19,458	$18,288

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include First Reformed Church ($29,705).

Recipient	Purpose	Amount
FIRST REFORMED CHURCH SCOTIA, NY	GENERAL SUPPORT	$29,705

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
TRUSTCO BANK	TRUSTEE	1	$1,022

Frequently Asked Questions

How large is Josephine Coates Trust Uw Bo First?

As of 2025, Josephine Coates Trust Uw Bo First holds $324K in total assets with $20K in annual revenue. It awarded 1 grants totaling $30K in 2025.

Where does Josephine Coates Trust Uw Bo First operate?

Josephine Coates Trust Uw Bo First has awarded grants in New York.

What size grants does Josephine Coates Trust Uw Bo First award?

In 2025, Josephine Coates Trust Uw Bo First awarded 1 grants totaling $30K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Josephine Coates Trust Uw Bo First required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Josephine Coates Trust Uw Bo First reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2025.