2018-05-04T15:12:51-05:00 2017-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990PF 2017-01-01 911806333 THE COIT FAMILY FOUNDATION COIT 6264415188 505 MONTGOMERY STREET NO 620 SAN FRANCISCO CA 94111 PEGINE GRAYSON EXECUTIVE DIRECTOR 6264415188 2018-05-04 1 SANG AHN P00540880 5032270581 2017 2022-09-23 18:48:47Z X 10034233 X 81441 6436 6436 201893 201893 140479 1263639 140479 1282 1282 431531 350090 0 0 0 93 47 46 4750 2375 2375 8365 1552 1026 94526 23571 70956 107734 27545 74403 391500 391500 499234 27545 465903 -67703 322545 1282 1311 1311 210522 549397 549397 16471 16408 16471 16471 11775 5989 5989 0 270326 258784 7657282 7056923 8899938 376605 103637 102343 0 200000 200000 8273874 8204054 10034233 14295 36135 50000 14295 86135 X 0 0 0 0 8259579 8117919 8259579 8117919 8273874 8204054 8259579 -67703 0 8191876 73957 8117919 PUBLICLY TRADED SECURITIES 1263639 1123160 140479 140479 140479 0 386726 8115260 0.047654 434684 6001006 0.072435 1038851 4965280 0.209223 190683 4309735 0.044245 167404 3816874 0.043859 0.417416 0.083483 9317723 777871 3225 781096 465903 6451 0 6451 0 6451 10457 0 0 10457 0 4006 4006 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A WHITTIER TRUST COMPANY 6264415188 625 FAIR OAKS AVE 360 SOUTH PASADENA CA 91030 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA COIT YEAGER 11025 SW TRYON AVE PORTLAND OR 97219 PRESIDENT 1.00 0 0 0 SUSAN COIT 3153 9TH ST BOULDER CO 80304 SECRETARY 1.00 0 0 0 HOLLY COIT 410 SW EDGECLIFF ROAD PORTLAND OR 97219 TREASURER 1.00 0 0 0 ANN COIT GOSS 13550 SW WILSONVILLE ROAD WILSONVILLE OR 97070 VICE-PRESIDENT 1.00 0 0 0 NONE 0 WHITTIER TRUST COMPANY 505 MONTGOMERY STREET SUITE 620 SAN FRANCISCO CA 94111 PHILANTHROPIC SERVICES AND INVESTMENT MANAGEMENT 94284 0 0 9456880 2737 0 9459617 0 0 9459617 141894 9317723 465886 465886 6451 6451 459435 0 459435 0 459435 465903 0 465903 0 465903 459435 0 0 590876 147458 738334 465903 0 0 0 459435 6468 0 0 744802 0 0 0 0 0 0 0 744802 590876 147458 6468 BARBARA COIT YEAGER X COMMUNITY TRANSITIONAL SCHOOL 6601 NE KILLINGSWORTH STREET PORTLAND OR 97218 PC CTS' TRANSPORTATION PROGRAM FOR HOMELESS STUDENTS DURING THE 2017-2018 SCHOOL YEAR 35000 HIGH DESERT MUSEUM 59800 S HWY 97 BEND OR 97702 PC WILDLIFE CARE, EDUCATION AND RESEARCH 20000 OPAL CREEK ANCIENT FOREST CENTER 721 NW 9TH AVENUE SUITE 236 PORTLAND OR 97209 PC SUPPORT FOR EDUCATION PROGRAMS 10000 OREGON BALLET THEATRE 0720 SW BANCROFT STREET PORTLAND OR 97239 PC GENERAL OPERATING SUPPORT 25000 OREGON ENERGY FUND 1020 SW TAYLOR SUITE 620 PORTLAND OR 97205 PC ENERGY ASSISTANCE VIA PROGRAM EXPANSION SITES 10000 OREGON FOOD BANK 7900 NE 33RD DRIVE PORTLAND OR 97211 PC PROGRAM SUPPORT 20000 OREGON MUSEUM OF SCIENCE AND INDUSTRY 1945 SE WATER AVENUE PORTLAND OR 97214 PC OMSI GENERAL OPERATING SUPPORT 50000 OREGON PUBLIC BROADCASTING 7140 SW MACADAM AVE PORTLAND OR 97219 PC SUPPORT FOR 2017-2018 SEASON OF OREGON FIELD GUIDE 25000 OREGON STATE UNIVERSITY FOUNDATION 850 SW 35TH STREET CORVALLIS OR 97333 PC VIRTUAL DISSECTION TABLE 65000 RANDALL CHILDREN'S HOSPITAL FOUNDATION PO BOX 4484 PORTLAND OR 97208 PC ARCTIC SUN 5000 TEMPERATURE MANAGEMENT SYSTEM FOR NEONATAL INTENSIVE CARE UNIT FAMILIES 56500 SMART (START MAKING A READER TODAY) 101 SW MARKET ST PORTLAND OR 97201 PC ONE-ON-ONE READING SUPPORT AND TAKE-HOME BOOKS FOR CHILDREN PARTICIPATING IN SMART 25000 THE NATURE CONSERVANCY 821 SE 14TH AVENUE PORTLAND OR 97214 PC 2-YEAR GRANT FOR GENERAL SUPPORT (TO HELP QUALIFY FOR MATCHING GRANT)- $100,000 TOTAL 50000 391500 THE NATURE CONSERVANCY 821 SE 14TH AVENUE PORTLAND OR 97214 PC 2-YEAR GRANT FOR GENERAL SUPPORT (TO HELP QUALIFY FOR MATCHING GRANT)- $100,000 TOTAL 50000 50000 14 6436 14 201893 14 1282 18 140479 0 350090 0 350090 0 0 0 0 0 0 0 0 0 0 X X 1 BARBARA COIT YEAGER 11025 SW TRYON AVE PORTLAND OR 97219 81441 X 1 2975 SHARES OF GENERAL ELECTRIC CO 81441 2017-05-18 ACCOUNTING FEES 4750 2375 2375 AGILENT TECHNOLOGIES INC NOTE 3.875% 7/15/23 52110 51787 INTEL CORP NOTE 2.700%12/15/22 51527 50556 GENERAL ELECTRIC CO COM 426 23174 ISHARES RUSSELL 2000 INDEX 451117 558918 MIDCAP SPDR TR UNIT SER 1 449988 560600 SPDR TR S&P 500 541000 685030 VANGUARD EMERGING MARKET EQUITY ETF 331654 351395 VANGUARD INDEX FDS SM CP VAL ETF 100028 103967 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 175470 198876 VANGUARD TAX-MANAGED FD EUROPE PAC ETF 345990 373863 3M CO 44062 64491 AMERICAN EXPRESS CO COM 21972 27211 APPLE COMPUTER INC COM 35302 46369 BOEING CO COM 39480 80805 CATERPILLAR INC DEL COM 24132 43177 CHEVRON CORP COM 28745 34302 CISCO SYS INC COM 7982 10494 COCA COLA CO COM 11283 12571 DISNEY WALT CO COM DISNEY 30071 29458 DOWDUPONT INC COM 14293 19514 EXXON MOBIL CORP COM 23554 22917 GENERAL ELECTRIC CO COM 7500 4781 GOLDMAN SACHS GROUP INC COM 55508 69804 HOME DEPOT INC COM 30626 51931 INTEL CORP COM 9037 12648 INTERNATIONAL BUSINESS MACHS COM 46871 42037 J P MORGAN CHASE & CO COM 18025 29302 JOHNSON & JOHNSON COM 27765 38283 MCDONALDS CORP COM 26849 47161 MERCK & CO INC COM 16277 15418 MICROSOFT CORP COM 12897 23438 NIKE INC CL B 14200 17139 PFIZER INC COM 9327 9924 PROCTER & GAMBLE CO COM 21860 25175 TRAVELERS COMPANIES INC COM 27963 37165 UNITED TECHNOLOGIES CORP COM 32177 34954 UNITEDHEALTH GROUP INC COM 32482 60406 VERIZON COMMUNICATIONS COM 13590 14503 VISA INC COM CL A 18894 31241 WAL MART STORES INC COM 20935 27058 AMERICA MOVIL SAB DE CV SPON ADR L SHS 19510 26720 AMERICAN WTR WKS CO INC NEW COM 16018 24794 AT&T INC COM 24870 27916 ATMOS ENERGY CORP COM 24985 40025 AUTOMATIC DATA PROCESSING INCOME 24417 33634 AVIVA PLC SPONSORED ADR 18383 21263 BARCLAYS PLC ADR 18164 17636 BASF SE SPONSORED ADR 31161 37799 BAYER A G SPONSORED ADR 19161 23255 BEMIS INC COM 24152 25329 BLACKROCK INC CL A 24790 34932 BRIGHTHOUSE FINL INC COM 2511 2463 BT GROUP PLC ADR 15906 12554 COLGATE PALMOLIVE CO COM 20166 23012 DIAGEO P L C SPNSRD ADR NEW 24615 32419 DOWDUPONT INC COM 31080 42874 EAST WEST BANCORP INC COM 19110 27921 EATON CORP PLC SHS 22694 26942 EMERSON ELEC CO COM 24012 28085 GALLAGHER ARTHUR J & CO COM 24472 32020 GENERAL ELECTRIC CO COM 20737 13245 GENUINE PARTS CO COM 24166 25273 ILLINOIS TOOL WKS INC COM 24218 42880 ISHARES TR DJ INTL SEL DIVD 34923 38960 J P MORGAN CHASE & CO COM 24048 40103 JOHNSON & JOHNSON COM 24546 34371 KINDER MORGAN INC DEL COM 20833 24575 LEGGETT & PLATT INC COM 23247 25154 LOCKHEED MARTIN CORP COM 24237 41415 MACQUARIE INFRASTRUCTURE COR COM 6901 6805 MCDONALDS CORP COM 24575 43374 MERCK & CO INC COM 24842 23577 METLIFE INC COM 21688 23662 MICROSOFT CORP COM 25773 39776 NATIONAL GRID PLC SPONSORED ADR NE 18125 16761 NESTLE S A SPONSORED ADR 24818 27596 NOVARTIS A G SPONSORED ADR 24445 20150 PEPSICO INC COM 24690 31059 PFIZER INC COM 24699 26332 PHILIP MORRIS INTL INC COM 24725 31272 PRAXAIR INC COM 24795 31555 PROLOGIS INC COM 24768 39867 SIEMENS A G SPONSORED ADR 24866 32003 SPDR SERIES TRUST S&P DIVID ETF 28419 34674 TOTAL FINA S A SPONSORED ADR 17984 22223 UNILEVER PLC SPON ADR NEW 24511 30935 UNITED PARCEL SERVICE INC CL B 24677 29311 V F CORP COM 23648 25900 VALIDUS HOLDINGS LTD COM SHS 24497 27261 WEYERHAEUSER CO COM 24351 26833 3M CO 30804 46368 ABBOTT LABS COM 28202 40634 ACTIVISION BLIZZARD INC COM 10957 30457 ALLERGAN PLC SHS 25252 20120 ALPHABET INC CL C 84416 154867 AMAZON COM INC COM 45197 123964 AMERICAN ELEC PWR INC COM 34642 45319 AMERICAN INTL GROUP INC COM NEW 28717 26990 AMERICAN TOWER CORP NEW COM 29637 44798 AMERICAN WTR WKS CO INC NEW COM 30054 51326 AMPHENOL CORP NEW CL A 35307 35822 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 17471 18073 ANTHEM INC. COM 26130 38027 APACHE CORP COM 39327 36816 APPLE COMPUTER INC COM 100563 135722 APTIV PLC SHS 29328 29691 AT&T INC COM 21491 22784 BERKSHIRE HATHAWAY INC DEL CL B NEW 40775 56889 BIOGEN IDEC INC 23667 28990 BLACKROCK INC CL A 31705 44693 BOEING CO COM 16402 41287 BRISTOL MYERS SQUIBB CO COM 17355 16423 BROADCOM LTD 15084 20295 CELGENE CORP COM 18398 17846 CERNER CORP COM 22995 21969 CHEVRON CORP COM 52333 60842 CITIGROUP INC COM NEW 44207 61388 COMCAST CORP 30833 43414 CONTINENTAL RESOURCES INC COM 19070 23837 COSTCO WHSL CORP NEW COM 15773 19356 CVS CORP COM 44339 42050 DANAHER CORP DEL COM 16368 22648 DELPHI TECHNOLOGIES PLC SHS 5931 6087 DISNEY WALT CO COM DISNEY 65956 65366 EATON CORP PLC SHS 36205 43060 FACEBOOK INC CL A 65670 77642 FORTIVE CORP COM 20359 31183 GENERAL ELECTRIC CO COM 81959 55142 GILEAD SCIENCES INC COM 49436 34602 GOLDMAN SACHS GROUP INC COM 25511 32609 HESS CORP COM 39195 37786 HONEYWELL INTL INC COM 53696 80974 J P MORGAN CHASE & CO COM 79495 133675 JOHNSON & JOHNSON COM 39287 55189 KINDER MORGAN INC DEL COM 18243 18287 KROGER CO COM 16914 14988 LAM RESEARCH CORP COM 25302 33685 LAUDER ESTEE COS INC CL A 15368 24048 LKQ CORP COM 35502 37620 LOWE'S COS 38550 52139 M & T BK CORP COM 21550 30607 MCKESSON CORP COM 37950 26512 MERCK & CO INC COM 29894 28360 MICROSOFT CORP COM 76412 127112 MONDELEZ INTL INC CL A 29228 32742 MYLAN N V SHS EURO 28086 16628 NIKE INC CL B 44671 55232 NORFOLK SOUTHERN CORP COM 49341 72305 NXP SEMICONDUCTORS N V COM 38664 45899 ORACLE CORP COM 49851 55790 PAYCHEX INC COM 21210 29683 PEPSICO INC COM 51295 63678 PFIZER INC COM 39380 42921 PRAXAIR INC COM 37658 54447 PROCTER & GAMBLE CO COM 29398 34087 PRUDENTIAL FINL INC COM 33631 46912 SALESFORCE COM INC COM 19820 27704 SCHLUMBERGER LTD COM 32496 35649 SCHWAB CHARLES CORP NEW COM 17054 30668 SHERWIN WILLIAMS CO COM 28801 48795 SPDR TR S&P 500 48774 66448 SYNCHRONY FINL COM 41449 55096 TJX COS INC NEW COM 47421 53598 TYSON FOODS INC CL A 10504 16619 UNITEDHEALTH GROUP INC COM 20039 38801 VALERO ENERGY CORP NEW COM 26784 43014 VERIZON COMMUNICATIONS COM 22763 24189 VISA INC COM CL A 70996 121203 WELLS FARGO & CO NEW COM 54164 59457 49975 48388 220351 210396 HERSHISER INCOME FUND IV LP AT COST 200000 200000 LEGAL FEES 93 47 46 ACCRUAL TO CASH CONVERSION 5766 UNREALIZED LOSSES 18191 GRANTS PAYABLE 50000 INVESTMENT ADVISORY FEES 94282 23571 70712 MISC EXPENSE 244 0 244 OTHER INCOME 1282 1282 1282 FEDERAL TAXES 5787 0 0 DEPT OF JUSTICE FEE 1026 0 1026 FOREIGN TAXES PAID 1552 1552 0