THE COETA AND DONALD BARKER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE COETA AND DONALD BARKER FOUNDATION (EIN 93-0698411)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-03-07
- IRS object ID
- 201730669349100608
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-07T14:01:44-08:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953503404 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODECKE CLARK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44875 DEEP CANYON RD STE 1 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 922603721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930698411 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COETA AND DONALD BARKER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COET | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 936 | AddressLine1Txt |
| City | RANCHO MIRAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92270 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY G HARRIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7603401162 | PhoneNum |
| Signature | 2017-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA CLARK DIXON | PreparerPersonNm |
| PTIN | P00043492 | PTIN |
| Phone | 7603463861 | PhoneNum |
| Preparation | 2017-02-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,673,393 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,174,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,174,115 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $801,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,511,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $801,826 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,975,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,975,952 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $112,592 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,444 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $19,470 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,879 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,409 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,103 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,205 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,638 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,638 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,279 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,599 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $18,449 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,914 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,935 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,670 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,114 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $318,941 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $174,239 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,105,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,105,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,424,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,279,464 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $551,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,907,097 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100 | CashBOYAmt |
| Cash EOY | $100 | CashEOYAmt |
| Cash EOYFMV | $100 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $786,098 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,838,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,838,385 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $18,203,070 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,702,569 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,834,908 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,484 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $35,484 | LandBOYAmt |
| Land EOY | $35,484 | LandEOYAmt |
| Total Assets BOY | $19,024,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,576,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,673,393 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $20,848,002 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $20,848,002 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,823,250 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,271,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,024,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,576,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,024,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,576,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,024,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $551,786 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,576,538 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,576,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB L/T | P | 2010-02-10 | 2016-03-13 | $2,695,271 | $2,524,960 | $170,311 | $170,311 |
| UBS L/T | P | 2010-02-10 | 2016-03-03 | $1,070,673 | $1,071,561 | -$888 | -$888 |
| WELLS FARGO S/T | P | 2015-12-24 | 2016-05-06 | $181,026 | $185,933 | -$4,907 | -$4,907 |
| WELLS FARGO L/T | P | 2010-02-10 | 2016-03-03 | $4,370,370 | $3,926,985 | $443,385 | $443,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $801,826 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,907 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,256,951 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,042,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057025 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,384,911 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,372,482 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061902 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $919,767 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,147,430 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043493 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $979,851 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,596,756 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050001 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,026,043 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,059,141 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051151 | DistributionYr5Rt |
| Total Distribution | 0.263572 | TotalDistributionRt |
| Average Distribution | 0.052714 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,002,225 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,107,111 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,071 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,126,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,279,464 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,071 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,071 | SubtotalAmt |
| Tax Based On Investment Income | $19,071 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,676 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,676 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,395 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GODECKE CLARK | IndividualWithBooksNm |
| Phone | 7603463861 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44875 DEEP CANYON RD STE1 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN DBRENNAN | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 0.00 | $2,400 | $0 | $3,014 |
| DANA E NEWQUIST | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 0.00 | $2,400 | $0 | $1,635 |
| JOHN V BUERSTATTE | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 0.00 | $2,400 | $0 | $5,277 |
| JAMES W RICHARDS | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 0.00 | $2,400 | $0 | $530 |
| DENNIS HEALEY | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 0.00 | $2,400 | $0 | $1,418 |
| VERNON GLEAVES | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 0.00 | $0 | $0 | $3,127 |
| NANCY G HARRIS | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | PRESIDENT | 40.00 | $100,592 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,346,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $975,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,322,056 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $21,322,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $319,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,002,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,050,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,050,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,071 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,071 | TotalTaxAmt |
| Distributable Before Adj | $1,031,040 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,031,040 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,031,040 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,279,464 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,279,464 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,071 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,260,393 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,031,040 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $36,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,631 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $278,517 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $170,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $501,167 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,279,464 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,031,040 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $248,424 | RemainingDistriFromCorpusAmt |
| Total Corpus | $749,591 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $713,091 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,631 | ExcessFromYear4Amt |
| Excess From Year2 | $278,517 | ExcessFromYear2Amt |
| Excess From Year1 | $170,519 | ExcessFromYear1Amt |
| Excess From Current Year | $248,424 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE COETA DONALD BARKER FOUNDATIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 936 | AddressLine1Txt |
| City | RANCHO MIRAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7603401162 | RecipientPhoneNum |
| Form And Info And Materials | 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 | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|
| ACT FOR MULTIPLE SCLEROSIS | ||||||
| 73-710 FRED WARING DR ST | PALM DESERT | CA | 92260 | SUPPORT RESEARCH | $3,000 | |
| ALZHEIMER'S DISEASE ASSOCIATION | ||||||
| 1528 CHAPALA STREET STE 2 | SANTA BARBARA | CA | 93101 | SUPPORT RESEARCH | $30,000 | |
| AMERICAN CANCER SOCIETY | ||||||
| 73161 FRED WARING DRSTE | PALM DESERT | CA | 92260 | PROVIDE SUPPORT TO PATIENTS | $1,000 | |
| AMERICAN HEART ASSOCIATION UCR PALM | ||||||
| 75-080 FRANK SINATRA DR | PALM DESERT | CA | 92211 | SUPPORT EDUCATION | $1,000 | |
| ANGEL VIEW INC | ||||||
| 67625 E PALM CANYON DR | CATHEDRAL CITY | CA | 92234 | ASSISTANCE TO DISABLED | $15,300 | |
| ASSISTANCE LEAGUE OF EUGENE | ||||||
| 1149 WILLAMETTE | EUGENE | OR | 97401 | SUPPORT OPERATION SCHOOL BELL PROGRA | $6,000 | |
| BIG BROTHERS BIG SISTERSOF THE DESE | ||||||
| 42-600 COOK STREET SUITE | PALM DESERT | CA | 92211 | SUPPORT PROGRAM | $5,000 | |
| BOYS & GIRLS CLUB OF COACHELLA VALL | ||||||
| 42600 COOK STREET STE 120 | PALM DESERT | CA | 92211 | SUPPORT YOUTH ACTIVITIES | $5,000 | |
| CHILDRENS MUSEUM OF THE DESERT | ||||||
| 71-701 GERALD FORD DRIVE | RANCHO MIRAGE | CA | 92270 | SUPPORT YOUTH ACTIVITIES | $6,000 | |
| COACHELLA VALLEY SYMPHONY | ||||||
| PO BOX 10727 | PALM DESERT | CA | 92255 | SUPPORT SYMPHONIC MUSIC | $2,000 | |
| COACHELLA VALLEY VOLUNTEERS | ||||||
| 82915 AVENUE 48 | INDIO | CA | 92201 | PROVIDE HEALTH SERVICES | $25,000 | |
| COLLEGE OF THE DESERT FOUNDATION | ||||||
| 43500 MONTEREY AVENUE | PALM DESERT | CA | 92260 | PROVIDE EDUCATION | $213,000 | |
| CSUSB PHILANTHROPIC FOUNDATION | ||||||
| 37500 COOK STREET | PALM DESERT | CA | 92211 | DONATION FOR SCHOLARSHIP PROGRAM | $3,250 | |
| DESERT FORUM | ||||||
| 45200 CLUB DRIVE SUITE C | INDIAN WELLS | CA | 92210 | SUPPORT PUBLIC SOCIETY BENEFIT | $15,000 | |
| DESERT SYMPHONY | ||||||
| 72925 FRED WARING DR STE | PALM DESERT | CA | 92260 | SUPPORT ORCHESTRA | $7,000 | |
| EISENHOWER MEDICAL CENTER FOUNDATIO | ||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | SUPPORT SURGICAL SYSTEM | $151,000 | |
| EUGENE MISSION | ||||||
| PO BOX 1149 | EUGENE | OR | 97440 | REPLACE BEDS AND LIFE CHANGE PROGRAM | $20,000 | |
| FAMILY SERVICE AGENCY OF SANTA | ||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | SUPPORT HEALTHY COMMUNITY | $2,500 | |
| FAMILY YMCA OF THE DESERT | ||||||
| 43930 SAN PABLO AVE | PALM DESERT | CA | 92260 | SUPPORT YOUTH ACTIVITIES | $12,800 | |
| FASHION GROUP FOUNDATION | ||||||
| PO BOX 2653 | RANCHO MIRAGE | CA | 92270 | SUPPORT EDUCATION PROGRAMS | $2,500 | |
| FRIENDS OF CULTURAL CENTER | ||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | SUPPORT PERFORMING ARTS CENTER | $14,150 | |
| GENERAL PATTON MEMORIAL | ||||||
| 62510 CHIRIACO RD | CHIRIACO SUMMIT | CA | 92201 | SUPPORT VETERANS | $5,000 | |
| GILDA'S CLUB OF THE DESERT | ||||||
| 73555 ALESSANDRO DR | PALM DESERT | CA | 92260 | SUPPORT CANCER PATIENTS | $25,000 | |
| GIRLS INCOPORATED OF CARPINTERIA | ||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | SUPPORT EUREKA PROGRAM | $5,000 | |
| GIRL SCOUTS OF SAN GORGONIO COUNCIL | ||||||
| 1751 PLUM | REDLANDS | CA | 92374 | SUPPORT YOUTH ACTIVITIES | $2,500 | |
| GIRLFRIEND FACTOR | ||||||
| 77734 COUNTRY CLUB DR ST | PALM DESERT | CA | 92211 | SUPPORT HIGHER EDUCATION | $6,000 | |
| IMMACULATE HEART COMMUNITY | ||||||
| 800 EL BOSQUE RD | SANTA BARBARA | CA | 93108 | DONATION FOR SPONSORSHIP | $5,000 | |
| JF KENNEDY MEMORIAL FOUNDATION | ||||||
| 73555 SAN GORGONIO WAY | PALM DESERT | CA | 92260 | SUPPORT HEALTH SERVICES | $10,000 | PUBLIC |
| JOSLYN SENIOR CENTER | ||||||
| 73750 CATALINA WAY | PALM DESERT | CA | 92260 | SUPPORT SENIOR CENTER | $12,000 | PUBLIC |
| LOTUSLANDGANNA WALSKA LOTUSLAND | ||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | SUPPORT OUTREACH PROGRAM | $7,500 | PUBLIC |
| MARTHA'S VILLAGE & KITCHEN | ||||||
| 83791 DATE AVE | INDIO | CA | 922014737 | SUPPORT SHELTHER | $25,000 | PUBLIC |
| MCKENZIE RIVER TRUST FUND | ||||||
| 1245 PEARL STREET | EUGENE | OR | 97401 | PROTECT OREGON LANDS & RIVERS | $10,000 | PUBLIC |
| MONTECITO FOUNDATION | ||||||
| PO BOX 5278 | SANTA BARBARA | CA | 93150 | PRESERVE MONTECITO | $1,500 | PUBLIC |
| MONTECITO HISTORICAL ARCHIVES INC | ||||||
| 605 JUAN CRESPI LANE | SANTA BARBARA | CA | 93108 | SUPPORT TO PUBLISH BOOK | $5,000 | PUBLIC |
| MONTEREY COUNTY SHERIFF'S POSSE | ||||||
| PO BOX 1547 | SALINAS | CA | 93902 | SUPPORT RODEOS & HORSEMANSHIP | $5,000 | PUBLIC |
| NEW BEGINNINGS COUNSELING CENTER | ||||||
| 324 E CARRILLO ST STE | SANTA BARBARA | CA | 93101 | SUPPORT VETERANS PROGRAM | $10,000 | PUBLIC |
| OLIVE CREST | ||||||
| 73700 DINAH SHORE STE 101 | PALM DESERT | CA | 92211 | PREVENT CHILD ABUSE | $10,000 | PUBLIC |
| OPERA ARTS | ||||||
| PO BOX 5433 | PALM SPRINGS | CA | 92263 | SUPPORT ART | $3,000 | PUBLIC |
| OPERATION SAFEHOUSE INC | ||||||
| 9685 HAYES STREET | RIVERSIDE | CA | 92503 | SUPPORT SUBSTANCE ABUSE PROGRAM | $5,000 | PUBLIC |
| PALM DESERT HIGH SCHOOL GOLF | ||||||
| 74818 JONI DRIVE | PALM DESERT | CA | 92260 | SUPPORT YOUTH ACTIVITY | $3,750 | PUBLIC |
| PALM SPRINGS CHARITIES FOUNDATION | ||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | DONATION FOR FUNDRAISING EVENT | $3,500 | PUBLIC |
| PALM SPRINGS HIGH SCHOOL INSTRUMENT | ||||||
| PO BOX 4983 | PALM SPRINGS | CA | 92263 | SUPPORT YOUTH ACTIVITY | $3,000 | PUBLIC |
| PEGASUS RIDING ACADEMY | ||||||
| 35450 B PEGASUS COURT | PALM DESERT | CA | 92211 | DONATION TO ADVERTISING & BROUSHURES | $1,000 | PUBLIC |
| RELIEF NURSERY INC | ||||||
| 1720 WEST 25TH AVENUE | EUGENE | OR | 97405 | SUPPORT OUTREACH PROGRAM | $10,000 | PUBLIC |
| SALVATION ARMY | ||||||
| 30400 LANDAU BLVD | CATHEDRAL CITY | CA | 92234 | DONATION DISATER RELIEF AND PROGRAMS | $52,750 | PUBLIC |
| SANTA BARBARA MARITIME MUSEUM | ||||||
| 113 HARBOR WAY STE 190 | SANTA BARBARA | CA | 93109 | DONATION TO EDUCATION PROGRAM | $10,000 | PUBLIC |
| SANTA BARBARA WILDLIFE CARE NETWORK | ||||||
| PO BOX 6594 | SANTA BARBARA | CA | 93160 | RESCUE INJURED ANIMALS | $5,000 | PUBLIC |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | ||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | SUPPORT ZOO4U PROGRAM | $10,000 | PUBLIC |
| SCGA JUNIOR GOLF FOUNDATION | ||||||
| 3740 CAHUENGA BLVD | STUDIO CITY | CA | 91604 | SUPPORT YOUTH ACTIVITY | $7,500 | PUBLIC |
| SHELTER FORM THE STORM | ||||||
| 73550 ALESSANDRO DR STE | PALM DESERT | CA | 92260 | SUPPORT SHELTER | $30,000 | PUBLIC |
| SHRINERS HOSPITAL FOR CRIPPLED | ||||||
| 3101 SW SAM JACKSON PAR | PORTLAND | OR | 972393009 | PROVIDE MEDICAL SERVICES | $1,000 | PUBLIC |
| SOS - SOLDIERS ORGANIZED SERVICES | ||||||
| 3101 SW SAM JACKSON PAR | PORTLAND | OR | 972393009 | SUPPORT VETERAN PROGRAM | $17,000 | PUBLIC |
| SOUTHWESTERN COLLEGE FOUNDATION | ||||||
| 8100 GIGANTIC STREET | SAN DIEGO | CA | 92154 | PROVIDE EDUCATION | $25,000 | PUBLIC |
| STEINWAY SOCIETY OF RIVERSIDE COUNT | ||||||
| PO BOX 3015 | RANCHO MIRAGE | CA | 92270 | SUPPORT MUSICAL PERFORMANCES | $5,000 | PUBLIC |
| STROKE RECOVERY CENTER | ||||||
| 2800 EAST ALEJO RD | PALM SPRINGS | CA | 92262 | PROVIDE SERVICES FOR PATIENTS | $1,000 | PUBLIC |
| TOOLS FOR TOMORROW | ||||||
| 42600 COOK STREET | PALM DESERT | CA | 92211 | AFTER SCHOOL INTEGRATED ARTS PROGRAM | $1,125 | PUBLIC |
| UNITED BOYS & GIRLS OF SANTA | ||||||
| 1124 CASTILLO STREET | SANTA BARBARA | CA | 93101 | SUPPORT YOUTH ACTIVITIES | $25,000 | PUBLIC |
| UNITED WAY OF SANTA BARBARA | ||||||
| 320 EAST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | IMPROVE LIVES FOR CHILDREN & FAMILIE | $5,000 | PUBLIC |
| UNIVERSITY OF OREGON FOUNDATION JOR | ||||||
| 1223 UNIVERSITY OF OREGON | EUGENE | OR | 97403 | SUPPORT INTERNSHIP PROGRAM | $20,000 | PUBLIC |
| UNIVERSITY OF OREGON FOUNDATION MUS | ||||||
| 1224 UNIVERSITY OF OREGAN | EUGENE | OR | 97403 | PROVIDE EDUCATION | $22,000 | PUBLIC |
| UNIVERSITY OF OREGON FOUNDATION | ||||||
| 1720 E 13TH AVE | EUGENE | OR | 97403 | PROVIDE EDUCATION | $87,000 | PUBLIC |
| VIRGINIA WARING INTERNATIONAL PIANO | ||||||
| 73-710 FRED WARING DR S | PALM DESERT | CA | 92260 | SUPPORT MEMORIAM EVENT | $600 | PUBLIC |
| VISITING NURSE & HOSPICE CARE FOUND | ||||||
| 509 EAST MONTECITO ST 2 | SANTA BARBARA | CA | 93103 | PROVIDE MEDICAL SERVICES | $5,000 | PUBLIC |
| VOLUNTEERS IN MEDICINE CLINIC | ||||||
| 2260 MARCOLA RD | SPRINGFIELD | OR | 97477 | PROVIDE MEDICAL SERVICES | $15,000 | PUBLIC |
| WCS PARENTS CLUB FOUNDATION | ||||||
| 45-768 PORTOLA AVENUE | PALM DESERT | CA | 92260 | SUPPORT PROGRAM | $10,000 | PUBLIC |
| WELL IN THE DESERT | ||||||
| PO BOX 5733 | PALM SPRINGS | CA | 92262 | PROVIDE FOOD ASSISTANCE | $9,000 | PUBLIC |
| WILLIAM SANSUM DIABETES CENTER | ||||||
| 2219 BATH STREET | SANTA BARBARA | CA | 93105 | PROVIDE INSULIN TO PATIENTS | $2,000 | PUBLIC |
| YOUNG AMERICA'S FOUNDATION | ||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | PROVIDE EDUCATION | $25,000 | PUBLIC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,105,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,174,115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $801,826 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,975,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,975,952 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $8,410 | Amt |
| Net Investment Income | $2,103 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,205 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT ACCOUNTS | CategoryOrItemTxt |
| Book Value | $17,702,569 | BookValueAmt |
| EOYFMV | $19,834,908 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $35,484 | CostOrOtherBasisAmt |
| Book Value | $35,484 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $151 | $151 | |
| INSURANCE | $8,535 | $6,401 | |
| OFFICE EXPENSES | $4,860 | $3,645 | |
| POSTAGE | $1,738 | $1,304 | |
| UTILITIES | $6,423 | $4,817 | |
| BOND AMORTIZATION | $28,963 | $28,963 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $31,638 | Amt |
| Net Investment Income | $31,638 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ATTORNEY GENERAL FEE | $150 | $150 |
| FTB FEE | $10 | $10 |
| FEDERAL TAXES | $19,119 |
Comments