2022-03-17T11:59:04-05:00 2021-11-30 953503404 GODECKE CLARK 44875 DEEP CANYON RD STE 1 PALM DESERT CA 922603721 990PF 2020-12-01 930698411 THE COETA AND DONALD BARKER FOUNDATION COET PO BOX 936 RANCHO MIRAGE CA 92270 NANCY G HARRIS PRESIDENT 7603401162 2021-03-16 NANCY HARRIS XXX-XX-XXXX VERA MEDEROS P01203032 7603463861 2022-03-16 2020 2022-09-23 18:48:47Z X 28016410 X X 8 8 1375700 1375700 2621737 8312251 2621737 3997445 3997445 120303 8000 91442 28423 24728 20378 16303 7600 1900 5700 41915 41915 15399 150 25347 20278 20395 16316 55338 32805 18027 335098 84620 192944 1378080 1378080 1713178 84620 1571024 2284267 3912825 100 100 100 513804 204599 204599 150640 150508 166838 12265128 15074520 21634472 6400134 6184346 6010401 35484 35484 35484 19365290 21649557 28016410 0 X 20848002 20848002 -1482712 801555 19365290 21649557 19365290 21649557 19365290 2284267 21649557 21649557 WELLS FARGO REDEMPTION P 2014-07-14 2020-12-15 33000 33000 WELLS FARGO & CO REDEMPTION P 2018-02-02 2021-04-27 76683 74250 2433 2433 VANGUARD HIGH DIDVIDEND YIELD P 2016-01-01 2020-12-28 2974353 2331311 643042 643042 JP MORGAN CHASE & CO P 2020-03-23 2021-05-20 87473 82817 4656 4656 BROWN CAP MANAGEMENT P 2010-01-01 2020-12-28 1000000 427485 572515 572515 JP MORGAN CHASE & CO P 2020-03-23 2021-05-20 87477 82817 4660 4660 OPPENHEIMER DEVELOPING MARKETS P 2012-11-14 2020-12-28 249975 162212 87763 87763 SCHWAB US DIVIDEND P 2020-12-30 2021-06-01 500047 416762 83285 83285 PRIME CAP ODYSSEY P 2010-12-01 2020-12-28 999975 438063 561912 561912 VANGUARD S&P 500 EFT P 2016-05-18 2021-06-01 500217 252142 248075 248075 VANGUARD PRIMCAP FUND P 2019-05-08 2020-12-28 973054 571152 401902 401902 DOUBLELINE FDS TOTA RETURN BD P 2019-12-16 2021-07-12 92995 95728 -2733 -2733 HSBC HOLDINGS REDEMPTION P 2005-09-16 2021-01-13 300000 300000 GOLDMAN SACHS GROUP P 2012-02-27 2021-07-13 106682 100000 6682 6682 US BANCORP DEL REDEMPTION P 2018-02-02 2021-01-15 100000 98025 1975 1975 WELLS FARGO & CO REDEMPTION P 2013-03-18 2021-02-09 50685 50000 685 685 WELLS FARGO & CO REDEMPTION P 2013-03-18 2021-03-15 50000 50000 AT&T REDEMPTION P 2019-12-06 2021-03-19 1554 1500 54 54 AT&T REDEMPTION P 2019-12-06 2021-03-19 50245 48500 1745 1745 PUBLIC STORAGE CUML REDEMPTION P 2017-08-01 2021-03-19 25969 25000 969 969 WELLS FARGO & CO REDEMPTION P 2018-02-02 2021-03-19 25360 24750 610 610 PUBLIC STORAGE CUML REDEMPTION P 2017-08-01 2021-04-27 26507 25000 1507 1507 2621737 83285 54388 54388 54388 15400 15400 X 38988 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 1.00 3200 0 1668 DANA E NEWQUIST PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 1.00 3200 0 3628 JOHN V BUERSTATTE PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 1.00 3200 0 6428 DENNIS HEALEY PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 1.00 3200 0 0 NANCY G HARRIS PO BOX 936 RANCHO MIRAGE CA 92270 PRESIDENT 40.00 104303 0 0 KENNETH JENKINS PO BOX 936 RANCHO MIRAGE CA 92270 TRUSTEE 1.00 3200 0 0 NONE NONE N/A 27591324 687875 0 28279199 28279199 424188 27855011 1392751 1392751 54388 54388 1338363 1338363 1338363 1571024 1571024 1571024 1338363 248424 355046 267639 281532 274190 1426831 1571024 1338363 232661 1659492 0 248424 1411068 355046 267639 281532 274190 232661 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 ASSISTANCE LEAGUE OF EUGENE 1149 WILLAMETTE ST EUGENE OR 97401 NONE 501(C)(3) SUPPORT OPERATION SCHOOL BELL 6000 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 40000 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 15000 BOYS & GIRLS CLUB OF COACHELLA VALL 42600 COOK STREET STE 120 PALM DESERT CA 92211 PUBLIC SUPPORT YOUTH ACTIVITIES 5000 CHILD HELP 74333 HWY 111 STE 206 PALM DESERT CA 92260 NONE PUBLIC SUPPORT PREVENTION EDUCATION PROGRAM 5000 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 COACHELLA VALLEY VOLUNTEERS IN MEDI PO BOX 10090 INDIO CA 92202 NONE PUBLIC SUPPORT PATIENT CARE SERVICES 15000 COLLEGE OF THE DESERT FOUNDATION 43500 MONTEREY AVENUE PALM DESERT CA 92260 NONE PUBLIC PROVIDE EDUCATION 261000 COTTAGE GROVE ECONOMIC AND BUSINESS PO BOX 423 COTTAGE GROVE OR 97424 NONE PUBLIC SUPPORT MULTIPURPOSE SHELTER 10000 DALMATIAN DREAMS FOUNDATION 1528 CHAPALA ST STE 304 SANTA BARBARA CA 93101 NONE PUBLIC SUPPORT VETERAN OUTREACH 10000 DESERT BEST FRIENDS CLOSET 74040 HWY 111 STE F PALM DESERT CA 92260 NONE PUBLIC SUPPORT LOW INCOME ADULT EMPLOYMENT 2500 DESERT SYMPHONY 72925 FRED WARING DR 101 PALM DESERT CA 92260 NONE PUBLIC SUPPORT ORCHESTRA 1000 DESERT FORUM INC 78-365 HIGHWAY 111 STE 39 LA QUINTA CA 92253 NONE PUBLIC PROVIDE EDUCATION 20000 EISENHOWER MEDICAL CENTER FOUNDATIO 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 NONE PUBLIC SUPPORT SURGICAL SYSTEM 175000 EUGENE MISSION PO BOX 1149 EUGENE OR 97440 NONE PUBLIC REPLACE BEDS AND LIFE CHANGE PROGRAM 12500 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 18300 FIRST TEE-COACHELLA VALLEY 45305 OASIS ST INDIO CA 92201 NONE PUBLIC SUPPORT GOLF PROGRAM 6500 FRIENDS OF CULTURAL CENTER 73000 FRED WARING DR PALM DESERT CA 92260 NONE PUBLIC SUPPORT PERFORMING ARTS CENTER 2500 GANNA WALSKA LOTUSLAND 695 ASHLEY ROAD SANTA BARBARA CA 93108 NONE PUBLIC SUPPORT OUTREACH PROGRAM 7500 GENERAL PATTON MEMORIAL 62510 CHIRIACO RD CHIRIACO SUMMIT CA 92201 NONE PUBLIC SUPPORT VETERANS 35280 GIRLFRIEND FACTOR 77734 COUNTRY CLUB DR E PALM DESERT CA 92211 NONE PUBLIC SUPPORT HIGHER EDUCATION 6000 GIRL SCOUTS OF SAN GORGONIO COUNCIL 75180 MEDITERRANEAN STE A PALM DESERT CA 92211 NONE PUBLIC PROVIDE EDUCATION 10000 GIRLS INCOPORATED OF CARPINTERIA 5315 FOOTHILL ROAD CARPINTERIA CA 93013 NONE PUBLIC SUPPORT EUREKA PROGRAM 5000 JF KENNEDY MEMORIAL FOUNDATION 73555 SAN GORGONIO WAY PALM DESERT CA 92260 NONE PUBLIC SUPPORT HEALTH SERVICES 10000 JOSLYN SENIOR CENTER 73750 CATALINA WAY PALM DESERT CA 92260 NONE PUBLIC SUPPORT SENIOR CENTER 25000 LOMA LINDA UNIVERSITY CHILDREN'S HO 11175 MT VIEW AVE STE B LOMA LINDA CA 92354 NONE PUBLIC SUPPORT MEDICAL SEVICES 27500 MONTEREY COUNTY SHERIFF POBOX 1547 SALINAS CA 93902 NONE PUBLIC PROVIDE SCHOLARSHIPS 5000 MONTECITO FOUNDATION PO BOX 5001 SANTA BARBARA CA 93150 NONE PUBLIC SUPPORT BEAUTIFICATION 6500 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 25000 PALM SPRINGS AIR MUSEUM 745 N GENE AUTRY TRAIL PALM SPRINGS CA 92262 NONE PUBLIC SUPPORT EDUCATIONAL TOURS 91000 PARENTING NOW 86 CENTENNIAL LOOP EUGENE OR 97402 NONE PUBLIC SUPPORT PARENTING PROGRAMS 10000 PEACEHEALTH SACRED HEART MEDICAL CENTER PO BOX 10905 EUGENE OR 97440 NONE PUBLIC SUPPORT PATIENT/FAMILY GUESTHOUSE 100000 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 7500 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 ZOOLOGICAL FOUNDATION 500 NINOS DR SANTA BARBARA CA 93103 NONE PUBLIC SUPPORT AUSTRALIAN WALKABOUT 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 2000 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 13000 SOUTHWESTERN COLLEGE FOUNDATION 8100 GIGANTIC STREET SAN DIEGO CA 92154 NONE PUBLIC SUPPORT NURSING PROGRAM 40000 THE INDEPENDENCE FUND 9013 PERIMETER WOODS DR STE E CHARLOTTE NC 28216 NONE PUBLC SUPPORT WOUNDED VETERANS 5000 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 SANTA BARBARA 320 EAST GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PUBLIC IMPROVE LIVES FOR CHILDREN & FAMILIE 7500 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 2000 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 10000 YOUNG AMERICA'S FOUNDATION 217 STATE STREET SANTA BARBARA CA 93101 NONE PUBLIC PROVIDE EDUCATION 30000 1378080 14 8 14 1375700 18 2621737 3997445 3997445 false false false false false false false false false false INDIRECT ACCOUNTING FEES 7600 1900 5700 UBS INVESTMENTS 3757869 3649053 SCHWAB INVESTMENTS 2426477 2361348 UBS INVESTMENTS 1340336 1435796 SCHWAB INVESTMENTS 13734184 20198676 FURNITURE & EQUIPMENT 35484 35484 EXPENSES BANK CHARGES 6 6 INSURANCE 7904 6323 OFFICE EXPENSES 7268 5815 PERMITS AND FEES 451 361 POSTAGE 2150 1720 UTILITIES 4760 3808 BOND AMORTIZATION 32799 32799 ADVISORY FEES 41915 41915 ATTORNEY GENERAL FEE 150 150 FEDERAL TAXES 15249