2024-01-31T18:54:35-05:00 2023-11-30 953503404 GODECKE CLARK 44875 DEEP CANYON RD STE 1 PALM DESERT CA 922603721 990PF 2022-12-01 930698411 THE COETA AND DONALD BARKER FOUNDATION COET PO BOX 936 RANCHO MIRAGE CA 92270 DANA E NEWQUIST CHAIR 7603401162 2024-01-29 DANA NEWQUIST XXX-XX-XXXX false VERA MEDEROS P01203032 7603463861 2024-01-30 2022 2023-04-26 12:10:37Z X 22809203 X 202216 X 449 11 732356 693358 -940700 4427110 -5679 693369 126138 9600 83977 29706 23765 29564 23651 12085 3013 51384 34494 6975 100 24833 19866 23606 17705 89494 46713 36309 386910 93820 212248 1043583 1043583 1430493 93820 1255831 -1436172 599549 100 100 100 217541 120148 120148 150370 360020 363432 14192011 15470415 19785311 6204218 3377385 2540212 35484 35484 35484 20799724 19363552 22809203 0 X 20848002 -48278 19363552 20799724 19363552 20799724 19363552 20799724 -1436172 19363552 19363552 ARTISAN MID CAP FUND P 2022-11-22 2022-12-28 1583 1677 -94 -94 ARTISAN SMALL CAP INVESTOR P 2022-11-22 2022-12-28 1615 1712 -97 -97 DOUBLELINE TOTAL RETURN BOND I P 2021-12-30 2022-12-28 33799 36279 -2480 -2480 PIMCO INCOME FUND CLASS A P 2021-12-31 2022-12-28 62498 65204 -2706 -2706 ARTISAN MID CAP FUND P 2020-12-29 2022-12-28 567017 976866 -409849 -409849 ARTISAN SMALL CAP INVESTOR P 2020-12-29 2022-12-28 631550 1099551 -468001 -468001 DOUBLELINE TOTAL RETURN BOND I P 2015-05-29 2022-12-28 932572 1144465 -211893 -211893 NET LEAD OFFICE PPTYS P 2017-05-23 2023-11-03 3 3 3 PIMCO INCOME FUND CLASS A P 2015-05-29 2022-12-28 1092264 1282056 -189792 -189792 UBS BOND REDEMPTIONS P 2012-05-20 2022-12-12 760000 760000 -940700 -5377 8334 8334 8334 17890 17890 X 9556 9556 false false false false false false false true true CA true false false false false true N/A JOHN DBRENNAN 7603401162 PO BOX 936 RANCHO MIRAGE CA 92270 false false false false false false false false false false false false false false false false false false false false JOHN DBRENNAN PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 1.00 3200 0 4436 DANA E NEWQUIST PO BOX 936 RANCHO MIRAGE CA 92270 CHAIR 1.00 3200 0 3870 JOHN V BUERSTATTE PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 1.00 3200 0 7591 NANCY G HARRIS PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 40.00 110138 0 0 KENNETH JENKINS PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 1.00 3200 0 0 NANCY MILLER PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 1.00 3200 0 0 NONE NONE N/A 21885510 949883 0 22835393 22835393 342531 22492862 1124643 1124643 8334 8334 1116309 1116309 1116309 1255831 1255831 1116309 267639 281532 274190 232661 199747 1255769 1255831 1116309 139522 1395291 0 267639 1127652 281532 274190 232661 199747 139522 X THE COETA DONALD BARKER FOUNDATIO PO BOX 936 RANCHO MIRAGE CA 92270 7603401162 THE COETA AND DONALD BARKER FOUNDATION P.O. BOX 936 RANCHO MIRAGE, CA 92270 INFORMATION FOR GRANT APPLICANTS THE COETA AND DONALD BARKER FOUNDATION (THE "FOUNDATION") FORMERLY THE DONALD R. BARKER FOUNDATION WAS ESTABLISHED AS AN IRREVOCABLE TRUST BY AN INSTRUMENT OF TRUST DATED DECEMBER 7, 1977. THE TRUST IS COMPOSED OF FUNDS CONTRIBUTED BY DONALD R. BARKER. IT IS IMPORTANT TO UNDERSTAND THAT THERE ARE FEDERAL AND STATE STATUTES AND REGULATIONS WHICH DIRECTLY AFFECT AND CONTROL THE POLICIES OF THE FOUNDATION. CONDUCT OF FOUNDATION THE FOUNDATION IS AN INDEPENDENT ORGANIZATION AND IS ENTIRELY FREE FROM PARTISAN, SECTARIAN OR COMMERCIAL CONTROL. GRANT CONSIDERATION WILL ONLY BE GIVEN TO ORGANIZATIONS THAT MEET ALL OF THE FOLLOWING CONDITIONS: 1. CURRENT SECTION 501 (C)(3) TAX EXEMPTION STATUS FROM THE INTERNAL REVENUE SERVICE. 2. CURRENT DETERMINATION FROM THE INTERNAL REVENUE SERVICE THAT THE ORGANIZATION IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A); AND 3. CHARITABLE OR NON-PROFIT ACT FOR MULTIPLE SCLEROSIS 73-710 FRED WARUBG DRIVE SUITE 118 PALM DESERT CA 92260 NONE PUBLIC SUPPORT HEALTHCARE PROGRAMS 7500 ALZHEIMER'S DISEASE ASSOCIATION 1528 CHAPALA STREET 204 SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT RESEARCH 50000 ANGEL VIEW INC 67625 E PALM CANYON DR STE 7A CATHEDRAL CITY CA 92234 NONE PUBLIC ASSISTANCE TO DISABLED 25000 ASSISTANCE LEAGUE COACHELLA VALLEY PO BOX 3056 RANCHO MIRAGE CA 92270 NONE PUBLIC SUPPORT OPERATION SCHOOL BELL 10000 ASSISTANCE LEAGUE OF EUGENE 1149 WILLAMETTE ST EUGENE OR 97401 NONE 501(C)(3) SUPPORT OPERATION SCHOOL BELL 8000 BAGS OF LOVE 1052 GREEN ACRES RD EUGENE OR 97408 NONE PUBLIC DONATION FOR FILL IN GAPS PROJECT 15000 BIG BROTHERS BIG SISTERS OF DESERT 42600 COOK ST STE 110 PALM DESERT CA 92211 NONE PUBLIC SUPPORT MENTORING PROGRAM 10000 BOYS & GIRLS CLUB OF COACHELLA VALL 42600 COOK STREET STE 120 PALM DESERT CA 92211 PUBLIC SUPPORT YOUTH ACTIVITIES 5000 CALIFORNIA MISSIONS FOUNDATION PO BOX 23035 SANTA BARBARA CA 93121 PUBLIC SUPPORT YOUTH ACTIVITIES 10000 COACHELLA VALLEY SYMPHONY PO BOX 10727 PALM DESERT CA 92255 NONE PUBLIC SUPPORT SYMPHONIC MUSIC 1000 COLLEGE OF THE DESERT FOUNDATION 43500 MONTEREY AVENUE PALM DESERT CA 92260 NONE PUBLIC PROVIDE EDUCATION 6000 COMMUNITY MEMORIAL HEALTHCARE FOUND 2674 EAST MAIN STREET STE E 210 VENTURA CA 93003 NONE PUBLIC PROVIDE FINANCIAL ASSISTANCE 6083 DALMATIAN DREAMS FOUNDATION 1528 CHAPALA ST STE 304 SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT VETERAN OUTREACH 15000 DESERT FORUM INC 78365 HIGHWAY 111 LA QUINTA CA 92253 PUBLIC SUPPORT ORCHESTRA 20000 DESERT SYMPHONY 72925 FRED WARING DR 101 PALM DESERT CA 92260 NONE PUBLIC SUPPORT ORCHESTRA 1000 EISENHOWER MEDICAL CENTER FOUNDATIO 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 NONE PUBLIC SUPPORT SURGICAL SYSTEM 150000 EUGENE CIVIC ALLIANCE 2077 WILLAMETTE STREET EUGENE OR 97405 NONE PUBLIC SUPPORT YOUTH PROGRAMS 10000 FAMILY SERVICE AGENCY OF SANTA BARB 123 WEST GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT HEALTHY COMMUNITY 10000 FAMILY YMCA OF THE DESERT 43930 SAN PABLO AVE PALM DESERT CA 92260 NONE PUBLIC SUPPORT YOUTH ACTIVITIES 5000 FRIENDS OF CULTURAL CENTER 73000 FRED WARING DR PALM DESERT CA 92260 NONE PUBLIC SUPPORT PERFORMING ARTS CENTER 1000 GENERAL PATTON MEMORIAL 62510 CHIRIACO RD CHIRIACO SUMMIT CA 92201 NONE PUBLIC SUPPORT VETERANS 10000 GIRLFRIEND FACTOR 77734 COUNTRY CLUB DR E PALM DESERT CA 92211 NONE PUBLIC SUPPORT HIGHER EDUCATION 6500 GIRLS INCOPORATED OF CARPINTERIA 5315 FOOTHILL ROAD CARPINTERIA CA 93013 NONE PUBLIC SUPPORT EUREKA PROGRAM 10000 JOSLYN SENIOR CENTER 21 GRANT ST REDLANDS CA 92373 NONE PUBLIC SUPPORT SENIOR PROGRAMS 50000 LOMA LINDA UNIVERSITY CHILDREN'S HO 11175 MT VIEW AVE STE B LOMA LINDA CA 92354 NONE PUBLIC SUPPORT MEDICAL SEVICES 40000 MARTHAS VILLAGE & KITCHEN 83-791 DATE AVENUE INDIO CA 92201 NONE PUBLIC SUPPORT HOMELESS PROGRAMS 20000 MONTECITO FOUNDATION PO BOX 5001 SANTA BARBARA CA 93150 NONE PUBLIC SUPPORT EDUCATION PROGRAMS 1500 MONTEREY COUNTY SHERIFF POBOX 1547 SALINAS CA 93902 NONE PUBLIC PROVIDE SCHOLARSHIPS 5000 NEW BEGINNINGS COUNSELING CENTER 324 E CARRILLO ST STE SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT VETERANS PROGRAM 17000 PALM SPRINGS AIR MUSEUM 745 N GENE AUTRY TRAIL PALM SPRINGS CA 92262 NONE PUBLIC SUPPORT EDUCATIONAL TOURS 50000 PEACE HEALTH SACRED HEART MEDICAL PO BOX 10905 EUGENE OR 97440 NONE PUBLIC PROVIDE FINANCIAL ASSISTANCE 50000 PIERRE CLAEYSSENS MILITARY & LIBRAR FOUNDATION 1187 COAST VILLAGE RD STE 1-334 SANTA BARBARA CA 93108 NONE PUBLIC SUPPORT PROJECTS AND EVENTS 25000 RONALD REAGAN PRESIDENTIAL FOUNDATI 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 93065 NONE PUBLIC SUPPORT EDUCATION 10000 SALVATION ARMY 30400 LANDAU BLVD CATHEDRAL CITY CA 92234 NONE PUBLIC DONATION DISATER RELIEF AND PROGRAMS 5000 SANSUM DIABETES RESEARCH INSTITUTE 2219 BATH ST SANTA BARBARA CA 93105 NONE PUBLIC SUPPORT HEALTH PROGRAM 30000 SANTA BARBARA FOUNDATION 1111 CHAPALA STREET STE 200 SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT EDUCATION 5000 SANTA BARBARA MARITIME MUSEUM 113 HARBOR WAY STE 190 SANTA BARBARA CA 93109 NONE PUBLIC DONATION TO EDUCATION PROGRAM 15000 SANTA BARBARA MUSEUM OF NATURAL HIS 2559 PUESTA DEL SOL SANTA BARBARA CA 93109 NONE PUBLIC SUPPORT TEEN PROGRAM 15000 SANTA BARBARA ZOOLOGICAL FOUNDATION 500 NINOS DRIVE SANTA BARBARA CA 93103 NONE PUBLIC TO SUPPORT EDUCATION 10000 SCHOOL GARDEN PROJECT OF LANE COUNT PO BOX 30072 EUGENE OR 97403 NONE PUBLIC SUPPORT SCHOOL GARDEN PROJECT 1000 SHELTER FORM THE STORM 73550 ALESSANDRO DR STE PALM DESERT CA 92260 NONE PUBLIC SUPPORT SHELTER 10000 SHRINERS HOSPITAL FOR CHILDREN 3101 SW SAM JACKSON PAR PORTLAND OR 972393009 NONE PUBLIC PROVIDE MEDICAL SERVICES 18000 SOUTH WEST COLLEGE FOUNDATION 8100 GIGANTIC STREET SAN DIEGO CA 92154 PUBLIC SUPPORT EDUCATION 44000 TEDDY BEAR CANCER FOUNDATION 3892 STATE ST STE 220 SANTA BARBARA CA 93105 NONE PUBLIC PROVIDE FINANCIAL ASSISTANCE 15000 UNITED BOYS & GIRLS OF SANTA BARBAR PO BOX 1485 SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT YOUTH ACTIVITIES 30000 UNITED WAY OF SANTA BARBARA 320 EAST GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PUBLIC IMPROVE LIVES FOR CHILDREN & FAMILIE 12000 UNITY SHOPPE 1209 STATE ST SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT YOUTH TRAINING PROGRAM 40000 UNIVERSITY OF OREGON FOUNDATION 2727 LEO HARRIS PARKWAY EUGENE OR 97403 NONE PUBLIC SUPPORT ATHLETIC CLUB 54500 UNIVERSITY OF OREGON FOUNDATION 1720 13TH ST STE 410 EUGENE OR 97403 NONE PUBLIC SUPPORT EDUCATION 26000 VIRGINIA WARING INTERNATIONAL PIANO 1276 N PALM CANYON DRIVE STE 210 PALM SPRINGS CA 92262 NONE PUBLIC TO SUPPORT MUSIC PROGRAM 2500 VOLUNTEERS IN MEDICINE CLINIC 2260 MARCOLA RD SPRINGFIELD OR 97477 NONE PUBLIC SUPPORT BEHAVIORAL HEALTH SERVICES 20000 WELL IN THE DESERT PO BOX 5312 PALM SPRINGS CA 92262 NONE PUBLIC PROVIDE FOOD ASSISTANCE 15000 PARENTING NOW 86 CENTENNIAL LOOP EUGENE OR 97401 NONE PUBLIC TO SUPPORT FAMILY PROGRAMS 15000 1043583 14 449 14 732356 14 -940700 -207895 -207895 false false false false false false false false false false INDIRECT ACCOUNTING FEES 12085 3013 UBS INVESTMENTS 3377385 2540212 SCHWAB INVESTMENTS UBS INVESTMENTS 1490998 1208981 SCHWAB INVESTMENTS 13979417 18576330 FURNITURE & EQUIPMENT 35484 35484 EXPENSES BANK CHARGES 987 987 INSURANCE 8886 4443 OFFICE EXPENSES 4407 3305 POSTAGE 2028 2028 UTILITIES 4637 3710 BOND AMORTIZATION 45726 45726 COMPUTER AND INTERNET 22823 22823 INVESTMENT ADVISORY FEES 34494 34494 LEGAL FEES 2940 CONSULTANT FEES 13950 6975 ATTORNEY GENERAL FEE 100 FEDERAL TAXES