THE COATES & B CLARK FAMILY FOUNDATION
https://N/ATotal Given 2021–2023
$56K
5 grants · $19K avg/year
based on 3 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$8K
typical small grants · $6K–$9K
grant size
33%
supporter · 1/3 multi-year
repeat
$87K
Assets · 2021
3
Distinct recipients
About
FOUNDATION WAS DISSOLVED AND REMAINING ASSETS TRANSFERRED TO THE RAYMOND JAMES CHARITABLE ENDOWMENT FUND ON 6/22/23The remaining assets of Foundation (cash and investments)of $33,562 were transfered to the Raymond James Charitable Endowment Fund ("recipient"). The Address of Raymond James Charitable Endowment Fund is:880 Carillion ParkwaySt Petersburg Fl 33716The fair market value of the assets ($33,562) were determined by the value on publicly traded markets at the time of the transfer.The $33,562 represents all assets that remained in Foundation.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
STUART ROTARY STUDENT LOAN SCHOLARS
Phone
2766944124
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | N/A | $0 | $0 | N/A |
| 2017 | N/A | $0 | $0 | N/A |
| 2018 | N/A | $28K | $40K | N/A |
| 2020 | N/A | $74K | $3K | N/A |
| 2021 | $6K | $87K | $3K | 1 |
| 2022 | N/A | $67K | $3K | N/A |
| 2023 | $50K | $0 | $-7K | 4 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$91
25th Pctl
$6K
Median
$8K
Average
$11K
75th Pctl
$9K
Maximum
$33K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| WILLIAM B CLARK | President | — |
| MARY COATES CLARK | Vice President | — |
| ANNA CLARK LESTER | Secretary | — |
| JOSEPH BLAIR CLARK | Treasurer | — |
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| RAYMOND JAMES CHARITABLE ENDOWMENT | ST PETERSBURG, FL | $33,471 | EDUCATION,COMMUNITY & RELIGIOUS SERVICES | 2023 |
| STUART CHURCH OF LIVING WATER | STUART, VA | $8,739 | RELIGIOUS SERVICES | 2023 |
| STUART ROTARY STUDENT LOAN SCHOLARS | STUART, VA | $7,920 | EDUCATION | 2023 |
| STUART ROTARY STUDENT LOAN SCHOLARS | STUART, VA | $5,639 | EDUCATION | 2021 |
| RAYMOND JAMES CHARITABLE ENDOWMENT | ST PETERSBURG, FL | $91 | EDUCATION,COMMUNITY & RELIGIOUS SERVICES | 2023 |