THE ECCLES COIT FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ECCLES COIT FAMILY FOUNDATION (EIN 91-1806333)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-22
- IRS object ID
- 202502959349100610
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-22T13:18:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SW SALMON ST STE 1100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911806333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COIT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COIT | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGINE GRAYSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2025-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,833,403 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50,101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $268,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,639 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,268,877 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,793,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,268,877 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,587,617 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,587,617 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,388 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,387 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31,389 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,342 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,092 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $161,207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,556 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $119,651 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $197,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $123,130 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $567,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $567,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $764,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $690,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,823,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,536,331 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $268,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $905,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $906,435 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $18,403 | AcctRcvblAmt |
| Acct Rcvbl BOY | $17,809 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $18,403 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18,403 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,651,085 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,876,738 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,717,481 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,493,493 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,458,364 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,511,120 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $579,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $568,782 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $679,964 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,010,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,827,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,833,403 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,177 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,091 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $81,859 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $108,473 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $92,036 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $122,564 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,918,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,704,947 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,918,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,704,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,010,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,827,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,918,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,823,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,894 | OtherIncreasesAmt |
| Subtotal | $11,745,246 | SubtotalAmt |
| Other Decreases | $40,299 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,704,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,677,916 | $1,692,430 | $985,486 | $985,486 |
| PUBLICLY TRADED SECURITIES | $4,114,262 | $3,832,409 | $281,853 | $281,853 |
| CAPITAL GAIN DISTRIBUTIONS | $1,538 | $1,538 | $1,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,268,877 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,355 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,355 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,765 | OverpaymentAmt |
| Applied To ES Tax | $14,765 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WHITTIER TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6264415111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN COIT GOSS | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SUSAN COIT | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DAVID COIT | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | TREASURER | 2.00 | $0 | $0 | $0 |
| EMILY COIT | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| HOLLY COIT | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PEGINE GRAYSON | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | EXECUTIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| STUART GOSS | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MEGAN ANN SCHULDT | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT & PHILANTHROPIC SERVICES | ServiceTypeTxt |
| Compensation | $156,191 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,837,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $417,428 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,254,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,254,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $258,821 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,995,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $849,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $849,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,355 | TotalTaxAmt |
| Distributable Before Adj | $828,439 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $828,439 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $828,439 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $690,130 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $690,130 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $828,439 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,683 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $690,130 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,683 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $644,447 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $183,992 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN COIT GOSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY TRANSITIONAL SCHOOL | |||||||
| 6601 NE KILLINGSWORTH STREET | PORTLAND | OR | 97218 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| FRIENDS OF HOPEWELL HOUSE | |||||||
| 6171 SW CAPITOL HIGHWAY | PORTLAND | OR | 97239 | N/A | PC | CARE ASSISTANCE FUND | $30,000 |
| HIGH DESERT MUSEUM | |||||||
| 59800 S HWY 97 | BEND | OR | 97702 | N/A | PC | WILDLIFE CARE & EDUCATION PROGRAMS | $20,000 |
| OPAL CREEK ANCIENT FOREST CENTER | |||||||
| 721 NW 9TH AVENUE SUITE 236 | PORTLAND | OR | 97209 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| OREGON BALLET THEATRE | |||||||
| 720 SW BANCROFT STREET | PORTLAND | OR | 97239 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| OREGON COAST AQUARIUM | |||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| OREGON ENERGY FUND | |||||||
| 1020 SW TAYLOR SUITE 620 | PORTLAND | OR | 97205 | N/A | PC | BAKER, GRANT, UNION AND WALLOWA COUNTY ENERGY ASSISTANCE | $20,000 |
| OREGON FOOD BANK | |||||||
| 7900 NE 33RD DRIVE | PORTLAND | OR | 97211 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY (OMSI) | |||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE OREGON MUSEUM OF SCIENCE AND INDUSTRY | $65,000 |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 S MACADAM AVE | PORTLAND | OR | 97219 | N/A | PC | 2024-2025 SEASON OF OREGON FIELD GUIDE | $25,000 |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | N/A | PC | TRAINING EQUIPMENT FOR CARLSON COLLEGE OF VETERINARY MEDICINE STUDENTS | $47,000 |
| OREGON ZOO FOUNDATION | |||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | N/A | PC | EDUCATION AT THE OREGON ZOO | $30,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 243 PORTLAND | PORTLAND | OR | 972070243 | N/A | PC | CAPITAL SUPPORT FOR THE CREATION OF OUR NEW SCHOOL OF ART + ART HISTORY + DESIGN BUILDING | $30,000 |
| RANDALL CHILDREN'S HOSPITAL FOUNDATION | |||||||
| PO BOX 4484 | PORTLAND | OR | 97210 | N/A | PC | PURCHASE OF MILK WARMERS & A VIDEO INTUBATION SYSTEM | $20,000 |
| SMART (START MAKING A READER TODAY) | |||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| THE NATURE CONSERVANCY IN OREGON | |||||||
| 821 SE 14TH AVENUE | PORTLAND | OR | 97214 | N/A | PC | CLIMATE INITIATIVES 2024 | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $567,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,101 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,639 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,268,877 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,587,617 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,587,617 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA YEAGER ADMINISTRATIVE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13550 SW WILSONVILLE RD | AddressLine1Txt |
| City | WILSONVILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS PUBLICLY TRADED STOCKS | NoncashPropertyDesc |
| Fair Market Value | $2,971,738 | FairMarketValueAmt |
| Received | 2024-02-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,775 | Amt |
| Net Investment Income | $2,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,387 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FUNDVANTAGE TR AMBRUS INSTL | BondNm |
| EOY Book Value | $2,458,364 | EOYBookValueAmt |
| EOYFMV | $2,511,120 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS COM | $35,150 | $70,581 |
| ALPHABET INC CL C | $147,321 | $624,072 |
| AMAZON COM INC COM | $122,337 | $555,276 |
| AMERICAN ELEC PWR INC COM | $13,896 | $21,674 |
| AMPHENOL CORP NEW CL A | $17,108 | $44,309 |
| APPLE COMPUTER INC COM | $216,933 | $845,418 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | $78,075 | $193,097 |
| BLACKSTONE INC COM | $34,912 | $119,142 |
| BOSTON PROPERTIES INC COM | $45,497 | $52,647 |
| BROADCOM INC | $67,132 | $398,765 |
| CHEVRON CORP COM | $60,934 | $77,924 |
| CHIPOTLE MEXICAN GRILL INC COM | $87,317 | $177,885 |
| COMCAST CORP | $35,803 | $45,449 |
| COSTCO WHSL CORP NEW COM | $26,352 | $107,204 |
| DANAHER CORP DEL COM | $22,581 | $63,126 |
| DISNEY WALT CO COM DISNEY | $73,044 | $75,607 |
| EATON CORP PLC SHS | $54,080 | $198,458 |
| ECOLAB INC COM | $51,593 | $65,844 |
| ELEVANCE HEALTH INC | $45,292 | $79,682 |
| EOG RES INC COM | $62,161 | $96,838 |
| FORTIVE CORP COM | $44,935 | $63,375 |
| GOLDMAN SACHS GROUP INC COM | $81,207 | $148,309 |
| HONEYWELL INTL INC COM | $62,864 | $130,339 |
| INTUIT COM | $32,030 | $53,423 |
| INVITATION HOMES INC COM | $44,717 | $42,296 |
| IQVIA HLDGS INC COM | $62,482 | $73,888 |
| ISHARES RUSSELL 2000 INDEX | $822,043 | $1,180,147 |
| J P MORGAN CHASE & CO COM | $64,203 | $243,545 |
| LINDE PLC SHS | $33,611 | $98,387 |
| MARSH & MCLENNAN COS INC COM | $45,834 | $89,425 |
| MERCK & CO INC COM | $90,955 | $114,700 |
| META PLATFORMS INC CL A | $89,539 | $283,387 |
| MICROSOFT CORP COM | $239,441 | $788,627 |
| MONDELEZ INTL INC CL A | $42,832 | $51,905 |
| MOTOROLA SOLUTIONS INC COM NEW | $68,451 | $100,766 |
| NORFOLK SOUTHERN CORP COM | $62,347 | $129,320 |
| NVIDIA CORP COM | $76,909 | $1,073,380 |
| O REILLY AUTOMOTIVE INC NEW COM | $29,037 | $85,378 |
| PNC FINL SVCS GROUP INC COM | $78,398 | $92,182 |
| PROCTER & GAMBLE CO COM | $40,274 | $57,839 |
| RAYTHEON TECHNOLOGIES CORP COM | $83,712 | $108,777 |
| S&P GLOBAL INC. | $50,585 | $82,673 |
| SERVICENOW INC COM | $111,039 | $241,707 |
| TESLA MTRS INC COM | $66,015 | $61,788 |
| THERMO FISHER SCIENTIFIC INC COM | $58,056 | $110,289 |
| TJX COS INC NEW COM | $51,182 | $150,892 |
| UNITED RENTALS INC COM | $24,002 | $95,804 |
| UNITEDHEALTH GROUP INC COM | $30,823 | $99,654 |
| VALERO ENERGY CORP NEW COM | $32,062 | $60,927 |
| VANGUARD EMERGING MARKET EQUITY ETF | $964,804 | $1,028,554 |
| VANGUARD INDEX FDS MID CAP ETF | $1,011,146 | $1,581,082 |
| VERIZON COMMUNICATIONS COM | $25,064 | $20,595 |
| VISA INC COM CL A | $74,682 | $319,832 |
| INTERNATIONAL ADR | $1,072,796 | $1,057,528 |
| SPDR SERIES TRUST S&P BIOTECH | $32,173 | $31,881 |
| SUN COMMUNITIES INC | $89,753 | $84,480 |
| ABBVIE INC COM | $55,203 | $60,063 |
| CONSTELLATION ENERGY CORP COM | $49,781 | $48,098 |
| CROWDSTRIKE HLDGS INC CL A | $37,835 | $33,190 |
| INTUITIVE SURGICAL INC | $80,467 | $90,299 |
| KKR & CO INC COM | $47,498 | $59,016 |
| LILLY ELI & CO COM | $167,729 | $174,472 |
| NEXTERA ENERGY INC COM | $49,880 | $46,383 |
| PROGRESSIVE CORP OHIO COM | $29,593 | $27,795 |
| SALESFORCE COM INC COM | $53,595 | $100,299 |
| CHENIERE ENERGY INC COM NEW | $33,194 | $40,825 |
| FIRST CTZNS BANCSHARES INC D CL A | $48,727 | $54,939 |
| MARTIN MARIETTA MATLS INC COM | $35,715 | $32,023 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HERSHISER INCOME FUND IV CARVE OUT(FL PROP.) | AT COST | $10,402 | $10,402 |
| HERSHISER INCOME FUND V | AT COST | $75,969 | $75,969 |
| WTC MULTI STRATEGY OFFSHORE | AT COST | $482,411 | $593,593 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INEVSTMENTS | Desc |
| Amt | $40,299 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $156,191 | $39,048 | $117,143 |
| OFFICE EXPENSE | $4,266 | $2,133 | $2,133 |
| INSURANCE | $750 | $375 | $375 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH CONVERSION | Desc |
| Amt | $3,894 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX | $77,384 | $97,121 |
| FEDERAL TAXES PAYABLE | $4,475 | $11,352 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BARBARA E COIT | |||
| 11025 SW TRYON AVE | PORTLAND | OR | 97219 |
| THE BARBARA YEAGER ADMINISTRATIVE TRUST | |||
| 13550 SW WILSONVILLE RD | WILSONVILLE | OR | 97070 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $22,955 | $0 | $0 |
| STATE REGISTRATION | $1,092 | $0 | $1,092 |
| FOREIGN TAXES PAID | $7,342 | $7,342 | $0 |