2023-03-27T15:07:23-04:00 2022-11-30 953503404 GODECKE CLARK 44875 DEEP CANYON RD STE 1 PALM DESERT CA 922603721 990PF 2021-12-01 930698411 THE COETA AND DONALD BARKER FOUNDATION COET PO BOX 936 RANCHO MIRAGE CA 92270 NANCY G HARRIS PRESIDENT 7603401162 2023-03-07 NANCY HARRIS XXX-XX-XXXX VERA MEDEROS P01203032 7603463861 2023-03-07 2021 2023-04-26 12:10:37Z X 22948658 X X 31325 11 721945 721945 -22825 2403286 730445 721956 121924 6400 93700 31037 800 25821 23049 19592 9525 2381 7144 37908 37908 65938 150 25350 20280 27730 22184 53016 33495 15616 395477 80984 204487 1184801 1184801 1580278 80984 1389288 -849833 640972 100 100 100 204599 217541 217541 150508 150370 150606 15074520 14192011 17485005 6184346 6204218 5095406 35484 35484 35484 21649557 20799724 22948658 0 X 20848002 20848002 801555 -48278 21649557 20799724 21649557 20799724 21649557 -849833 20799724 20799724 PRUDENTIAL PLC CALL P 2005-08-01 2021-12-23 200000 199376 624 624 DOUBLE LINE TOTAL RETURN P 2016-05-09 2021-12-13 149995 156171 -6176 -6176 MORGAN STANLEY INST GROW P 2020-12-31 2022-04-07 679307 1161628 -482321 -482321 NUVEEN CR OPPORTUNITIES P 2019-09-17 2022-06-02 158892 200000 -41108 -41108 ARTISAN DEVELOPING WORLD P 2020-12-31 2022-11-30 127515 270009 -142494 -142494 ARTISAN MIDCAP INVESTORS P 2020-12-31 2022-11-30 125000 202736 -77736 -77736 BROWN CAPITAL MGMT SMALL P 2010-01-05 2022-11-02 125000 101044 23956 23956 OPPENHEIMER DEVELOPING MARKETS P 2012-11-14 2022-11-02 124878 135147 -10269 -10269 -22825 8910 8910 8910 26800 26800 X 17890 17890 false false false false false false false true true CA true false false false false true N/A GODECKE CLARK 7603463861 44875 DEEP CANYON RD STE1 PALM DESERT CA 92260 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 000.00 3200 0 5157 DANA E NEWQUIST PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 000.00 3200 0 5969 JOHN V BUERSTATTE PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 000.00 3200 0 5606 NANCY G HARRIS PO BOX 936 RANCHO MIRAGE CA 92270 PRESIDENT 40.00 109124 0 0 KENNETH JENKINS PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 000.00 3200 0 0 NONE NONE N/A 23851747 482281 0 24334028 24334028 365010 23969018 1198451 1198451 8910 8910 1189541 1189541 1189541 1389288 1389288 1189541 355046 267639 281532 274190 232661 1411068 1389288 1189541 199747 1610815 0 355046 1255769 267639 281532 274190 232661 199747 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 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 ART FOUNDATION OF SANTA BARBARA 1105 CHAPALA STREET SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT LOCAL ARTISTS 5000 ASSISTANCE LEAGUE OF EUGENE 1149 WILLAMETTE ST EUGENE OR 97401 NONE 501(C)(3) SUPPORT OPERATION SCHOOL BELL 6000 ASSISTANCE LEAGUE OF PALM SPRINGS PO BOX 3056 RANCHO MIRAGE CA 92270 NONE 501(C)(3) SUPPORT OPERATION SCHOOL BELL 7500 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 BOYS & GIRLS CLUB OF EMERALD VALLEY 1545 WEST 2ND AVENUE EUGENE OR 97405 PUBLIC SUPPORT YOUTH ACTIVITIES 1500 CALIFORNIA MISSIONS FOUNDATION PO BOX 23035 SANTA BARBARA CA 93121 PUBLIC SUPPORT YOUTH ACTIVITIES 10000 CHILDRENS MUSEUM OF THE DESERT 71-701 GERALD FORD DRIVE RANCHO MIRAGE CA 92270 NONE PUBLIC SUPPORT YOUTH ACTIVITIES 50000 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 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 6000 EISENHOWER MEDICAL CENTER FOUNDATIO 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 NONE PUBLIC SUPPORT SURGICAL SYSTEM 200000 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 12800 FIRST TEE-COACHELLA VALLEY 45305 OASIS ST INDIO CA 92201 NONE PUBLIC SUPPORT GOLF PROGRAM 10000 FRIENDS OF CULTURAL CENTER 73000 FRED WARING DR PALM DESERT CA 92260 NONE PUBLIC SUPPORT PERFORMING ARTS CENTER 25000 GENERAL PATTON MEMORIAL 62510 CHIRIACO RD CHIRIACO SUMMIT CA 92201 NONE PUBLIC SUPPORT VETERANS 12501 GIRLFRIEND FACTOR 77734 COUNTRY CLUB DR E PALM DESERT CA 92211 NONE PUBLIC SUPPORT HIGHER EDUCATION 6000 GIRLS INCOPORATED OF CARPINTERIA 5315 FOOTHILL ROAD CARPINTERIA CA 93013 NONE PUBLIC SUPPORT EUREKA PROGRAM 10000 JF KENNEDY MEMORIAL FOUNDATION 73555 SAN GORGONIO WAY PALM DESERT CA 92260 NONE PUBLIC SUPPORT HEALTH SERVICES 10000 LOMA LINDA UNIVERSITY CHILDREN'S HO 11175 MT VIEW AVE STE B LOMA LINDA CA 92354 NONE PUBLIC SUPPORT MEDICAL SEVICES 28500 MIZELL CENTER 480 SOUTH SUNRISE WAY PALM SPRINGS CA 92262 NONE PUBLIC SENIOR CARE SUPPORT 25000 MONARCH HIGH SCHOOL PROJECT 1675 NEWTON AVE SAN DIEGO CA 92113 NONE PUBLIC PROVIDE EDUCATION 20000 MONTEREY COUNTY SHERIFF POBOX 1547 SALINAS CA 93902 NONE PUBLIC PROVIDE SCHOLARSHIPS 5000 MUSIC ACADEMY OF THE WEST 1070 FAIRWAY RD SANTA BARBARA CA 93108 NONE PUBLIC PROVIDE SCHOLARSHIPS 15000 NEW BEGINNINGS COUNSELING CENTER 324 E CARRILLO ST STE SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT VETERANS PROGRAM 15000 OLIVE CREST 42580 CAROLINE CT STE A PALM DESERT CA 92211 NONE PUBLIC PREVENT CHILD ABUSE 10000 PALM SPRINGS COMMUNITY CONCERT ASS PO BOX 1502 PALM SPRINGS CA 92263 NONE PUBLIC SUPPORT YOUTH ACTIVITIES 2500 PALM SPRINGS AIR MUSEUM 745 N GENE AUTRY TRAIL PALM SPRINGS CA 92262 NONE PUBLIC SUPPORT EDUCATIONAL TOURS 60000 PEGASUS RIDING ACADEMY PO BOX 13508 PALM DESERT CA 92255 NONE PUBLIC SUPPORT THERAPY SESSIONS 5500 PIERRE CLAEYSSENS MILITARY & LIBRAR FOUNDATION 1187 COAST VILLAGE RD STE 1-334 SANTA BARBARA CA 93108 NONE PUBLIC SUPPORT PROJECTS AND EVENTS 25000 RELIEF NURSERY 1720 WEST 25TH AVE EUGENE OR 97405 NONE PUBLIC SUPPORT MEDICAL SERVICES 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 BOTANIC GARDENS 1212 MISSION CANYON ROAD SANTA BARBARA CA 92262 PUBLIC SUPPORT TEEN PROGRAM 10000 SANTA BARBARA MARITIME MUSEUM 113 HARBOR WAY STE 190 SANTA BARBARA CA 93109 NONE PUBLIC DONATION TO EDUCATION PROGRAM 10000 SANTA BARBARA MUSEUM OF NATURAL HIS 2559 PUESTA DEL SOL SANTA BARBARA CA 93109 NONE PUBLIC SUPPORT TEEN PROGRAM 10000 SANTA BARBARA WILDLIFE CARE NETWORK PO BOX 6594 SANTA BARBARA CA 93160 NONE PUBLIC SUPORT EVENTS 5000 SCGA FOUNDATION 3740 CAHUENGA BLVD STUDIO CITY CA 91604 NONE PUBLIC SUPPORT JUNIOT GOLF PASS PROGRAM 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 20000 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 40000 TEDDY BEAR CANCER FOUNDATION 3892 STATE ST STE 220 SANTA BARBARA CA 93105 NONE PUBLIC PROVIDE FINANCIAL ASSISTANCE 10000 TOOLS FOR TOMORROW 42600 COOK STREET 132 PALM DESERT CA 92211 NONE PUBLIC AFTER SCHOOL INTEGRATED ARTS PROGRAM 5000 UNITED BOYS & GIRLS OF SANTA BARBAR PO BOX 1485 SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT YOUTH ACTIVITIES 30000 UNITED WAY OF THE DESERT 73710 FRED WARING DR STE 104 PALM DESERT CA 92260 NONE PUBLIC SUPPORT YOUTH PROGRAMS 500 UNITED WAY OF SANTA BARBARA 320 EAST GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PUBLIC IMPROVE LIVES FOR CHILDREN & FAMILIE 10000 UNITY SHOPPE 1209 STATE ST SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT YOUTH TRAINING PROGRAM 25000 UNIVERSITY OF OREGON FOUNDATION 2727 LEO HARRIS PARKWAY EUGENE OR 97403 NONE PUBLIC SUPPORT ATHLETIC CLUB 4500 UNIVERSITY OF OREGON FOUNDATION 1720 13TH ST STE 410 EUGENE OR 97403 NONE PUBLIC SUPPORT EDUCATION 50000 UNIVERSITY OF OREGON FOUNDATION JORDAN SCHNITZER MUSEUM 1720 E 13TH ST STE 410 EUGENE OR 97403 NONE PUBLIC SUPPORT EDUCATIONAL PROGRAM 25000 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 YOUNG AMERICA'S FOUNDATION 217 STATE STREET SANTA BARBARA CA 93101 NONE PUBLIC PROVIDE EDUCATION 30000 YMCA OF EUGENE 2055 PATTERSON ST EUGENE OR 97405 PUBLIC PUBLIC SUPPORT ENRICHMENT PROGRAM 50000 1184801 14 31325 14 721945 14 -22825 730445 730445 false false false false false false false false false false 9525 2381 7144 UBS INVESTMENTS 3687711 2959170 SCHWAB INVESTMENTS 2516507 2136236 UBS INVESTMENTS 1357582 1095455 SCHWAB INVESTMENTS 12834429 16389550 FURNITURE & EQUIPMENT 35484 35484 EXPENSES BANK CHARGES 123 123 INSURANCE 8338 6670 OFFICE EXPENSES 4125 3300 POSTAGE 1986 1589 UTILITIES 5072 4057 BOND AMORTIZATION 33372 33372 ADVISORY FEES 37908 37908 ATTORNEY GENERAL FEE 150 150 FEDERAL TAXES 65788