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.
Josephine Coates Trust Uw Bo First at a glance
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.
- Annual giving (2026)
- $20,263
- -31.8% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $20,263
- -31.8% vs 2025
- Median grant
- $20,263
- Total assets
- $339,153
- +4.7% vs 2025
- Primary geography
- New York (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Josephine Coates Trust Uw Bo First funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Reformed Church Scotia, NY | General Support | $20,263 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $339,153 | $37,669 | $22,426 | $20,263 | 1 | $21,261 | $36,772 | $22,756 |
| 2025 | $323,910 | $20,149 | $31,845 | $29,705 | 1 | $30,654 | $19,301 | $20,834 |
| 2024 | $335,606 | $25,437 | $11,542 | $9,684 | 1 | $10,531 | $24,689 | $19,458 |
| 2023 | $321,711 | $19,721 | $25,348 | $23,163 | 1 | $24,062 | $18,921 | $18,288 |
| 2022 | $327,338 | $35,871 | $28,966 | $26,612 | 1 | $27,617 | $34,965 | $22,451 |
| 2021 | $320,433 | $30,860 | $26,922 | $22,573 | 1 | — | $30,067 | $20,788 |
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.
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.
Data update history
(2)
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
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