THE COETA AND DONALD BARKER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE COETA AND DONALD BARKER FOUNDATION (EIN 93-0698411)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-02-17
- IRS object ID
- 202630489349100518
- Schema version
- 2024v5.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-17T14:37:10-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | 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 | 2024-12-01 | 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 |
| Phone | 7603401162 | PhoneNum |
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 | DANA E NEWQUIST | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 7603401162 | PhoneNum |
| Signature | 2026-02-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VERA MEDEROS | PreparerPersonNm |
| PTIN | P01203032 | PTIN |
| Phone | 7603463861 | PhoneNum |
| Preparation | 2026-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,349,769 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $719,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $666,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $729,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,266,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $729,069 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,448,903 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,395,126 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $58,218 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $46,574 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,275 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,620 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,040 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,010 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $101,349 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,349 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,633 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $26,854 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $21,483 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40,821 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,657 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $108,274 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,885 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,046 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $384,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,669,215 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,669,215 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,053,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,852,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$604,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,285,882 | 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 | $156,607 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $273,638 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,638 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $209,795 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $209,795 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $211,319 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,646,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,258,288 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,688,272 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,621,870 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,244,665 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,176,440 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,484 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $35,484 | LandBOYAmt |
| Land EOY | $35,484 | LandEOYAmt |
| Total Assets BOY | $18,670,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,021,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,349,769 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,296 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $43,296 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,626,746 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,021,970 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,626,746 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,021,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,670,042 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,021,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,626,746 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$604,776 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,021,970 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,021,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SCHWAB L/T | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $1,321,549 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,537,057 | CostOrOtherBasisAmt |
| Gain Or Loss | -$215,508 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$215,508 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $729,069 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,874 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,874 | SubtotalAmt |
| Tax Based On Investment Income | $17,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $5,674 | 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 | JOHN DBRENNAN | IndividualWithBooksNm |
| Phone | 7603401162 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 | 1.00 | $3,200 | $0 | $0 |
| DANA E NEWQUIST | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | CHAIR | 1.00 | $3,200 | $0 | $0 |
| JOHN V BUERSTATTE | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 1.00 | $3,200 | $0 | $0 |
| MELISSA RUSSO | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 1.00 | $3,200 | $0 | $0 |
| JOHN WILLIAMS | ||||||||
| PO BOX 936 | RANCHO MIRAGE | CA | 92270 | TRUSTEE | 1.00 | $3,200 | $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 | $18,093,631 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $847,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,940,759 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,940,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $284,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,656,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $932,832 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $932,832 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,874 | TotalTaxAmt |
| Distributable Before Adj | $914,958 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $914,958 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $914,958 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,852,095 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,852,095 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $914,958 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $274,190 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,661 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $199,747 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $139,522 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $365,022 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,211,142 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,852,095 | QualifyingDistributionsAmt |
| Applied To Current Year | $914,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $937,137 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,148,279 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $274,190 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,874,089 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,661 | ExcessFromYear4Amt |
| Excess From Year3 | $199,747 | ExcessFromYear3Amt |
| Excess From Year2 | $139,522 | ExcessFromYear2Amt |
| Excess From Year1 | $365,022 | ExcessFromYear1Amt |
| Excess From Current Year | $937,137 | 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 (103 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| COACHELLA VALLEY MOUNTED RANGERS | |||||||||
| HORSE RESCUE | PO BOX 809 | INDIO | CA | 92202 | NONE | PUBLIC | KIDS CAMP PROGRAM | $2,400 | |
| ACT FOR MULTIPLE SCLEROSIS | |||||||||
| 73710 FRED WARING DR | PALM DESERT | CA | 92260 | NONE | PUBLIC | DONATION TOWARDS CLIENT SERVICES | $7,500 | STE 126 | |
| ALZHEIMER'S COACHELLA VALLEY | |||||||||
| 75105 MERLE DRIVE | PALM DESERT | CA | 92211 | NONE | PUBLIC | COGNITIVE SCREENING CENTER | $15,000 | SUITE 800 | |
| ALZHEIMERS DISEASE AND | |||||||||
| RELATED DISORDERS ASSOC | 2580 E MAIN STREET | VENTURA | CA | 93003 | NONE | PUBLIC | WALK TO END ALZHEIMERS EVENT | $25,000 | STE 201 |
| ANGEL VIEW INC | |||||||||
| 67625 E PALM CANYON DR | CATHEDRAL CITY | CA | 92234 | NONE | PUBLIC | CHILDREN'S OUTREACH PROGRAM | $25,000 | STE 7A | |
| APPLES TO ZUCCHINI COOKING SCHOOL | |||||||||
| PO BOX 30912 | SANTA BARBARA | CA | 93130 | NONE | PUBLIC | AFTERSCHOOL CULINARY PROGRAMS | $5,000 | ||
| ARTISTS COUNCIL | |||||||||
| 72567 HIGHWAY 111 | PALM DESERT | CA | 92260 | NONE | PUBLIC | PROGRAM EXPANSION | $10,000 | ARTIST CENTER | |
| ASSISTANCE LEAGUE COACHELLA VALLEY | |||||||||
| PO BOX 3056 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC | SUPPORT OPERATION SCHOOL BELL | $10,000 | ||
| AUTISM SOCIETY INLAND EMPIRE | |||||||||
| 79405 HIGHWAY 111 | LA QUINTA | CA | 92253 | NONE | PUBLIC | SUMMER SENSORY EVENT | $5,000 | STE 9-184 | |
| BAGS OF LOVE | |||||||||
| 1052 GREEN ACRES RD | EUGENE | OR | 97408 | NONE | PUBLIC | DONATION FOR FILL IN GAPS PROJECT | $20,000 | ||
| BIG BROTHERS BIG SISTERS OF | |||||||||
| THE DESERT | 42600 COOK ST | PALM DESERT | CA | 92211 | NONE | PUBLIC | MENTORING YOUTH PROGRAMM | $10,000 | STE 110 |
| BOY SCOUTS OF AMERICA | |||||||||
| LOS PADRES COUNCIL | 4000 MODOCK ROAD | SANTA BARBARA | CA | 931101807 | NONE | PUBLIC | OUTDOOR SCHOOL CAMPERSHIP | $10,000 | UNIT 4 |
| BOYS & GIRLS CLUB OF CAT CITY | |||||||||
| 32141 WHISPERING PALMS TR | CATHEDRAL CITY | CA | 92234 | NONE | PUBLIC | DONATION FOR CLUB'S INNOVATION LAB | $10,000 | ||
| BOYS & GIRLS CLUB OF COACHELLA VALL | |||||||||
| 42600 COOK STREET STE 120 | PALM DESERT | CA | 92211 | NONE | PUBLIC | SUPPORT YOUTH ACTIVITIES | $5,000 | ||
| BOYS CLUB OF PALM SPRINGS | |||||||||
| 450 S SUNRISE WAY | PALM SPRINGS | CA | 92260 | NONE | PUBLIC | DONATION TO AUTISM CENTER | $10,000 | ||
| CALIFORNIA MISSIONS FOUNDATION | |||||||||
| PO BOX 23035 | SANTA BARBARA | CA | 93121 | NONE | PUBLIC | SUPPORT YOUTH ACTIVITIES | $10,000 | ||
| CATHEDRAL CITY SENIOR CENTER | |||||||||
| 37171 W BUDDY ROGERS AVE | CATHEDRAL CITY | CA | 92234 | NONE | PUBLIC | GENERAL OPERATIN SUPPORT | $25,000 | ||
| COACHELLA VALLEY REPERTORY | |||||||||
| 68510 E PALM CANYON DR | CATHEDRAL CITY | CA | 92234 | NONE | PUBLIC | YOUTH EDUCATION PROGRAMS | $10,000 | STE 140 | |
| COACHELLA VALLEY SYMPHONY | |||||||||
| 40101 MONTEREY AVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC | SUPPORT SYMPHONIC MUSIC | $1,000 | STE B1 | |
| COLLEGE OF THE DESERT FOUNDATION | |||||||||
| 43500 MONTEREY AVENUE | PALM DESERT | CA | 92260 | NONE | PUBLIC | SPONSORSHIPS | $6,000 | ||
| COMMUNITY MEMORIAL HEALTHCARE FOUND | |||||||||
| 147 N BRENT STREET | VENTURA | CA | 93003 | NONE | PUBLIC | PURCHASE OF SMILEYSCOPE | $10,000 | ||
| COMMUNITY PARTNERS FOR GRACE FISHER | |||||||||
| 121 SOUTH HOPE AVENUE | SANTA BARBARA | CA | 93111 | NONE | PUBLIC | INCLUSIVE ARTS CLUBHOUSE FEES | $21,000 | ||
| DESERT AIDS PROJECT | |||||||||
| 611 S PALM CANYON DR | PALM SPRINGS | CA | 92264 | NONE | PUBLIC | PALM SPRINGS AIDS MEMORIAL DONATION | $25,000 | STE 7050 | |
| DESERT CITIES HUNGER ACTION | |||||||||
| HIDDEN HARVEST CORP | PO BOX 226 | COACHELLA | CA | 92236 | NONE | PUBLIC | ESSENTIAL VEHICLE EXPENSE DONATIONS | $5,000 | |
| DIRECT RELIEF | |||||||||
| 8100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC | SANTA BARBARA VETERANS PROGRAM | $10,000 | ||
| EISENHOWER MEDICAL CENTER FOUNDATIO | |||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC | EISENHOWER NURSE RESIDENCY PROGRAM | $150,000 | ||
| EUGENE MISSION | |||||||||
| 1542 W FIRST AVENUE | EUGENE | OR | 97402 | NONE | PUBLIC | LIFE CHANGE PROGRAM & NEW FLOORING | $29,500 | ||
| FAMILY SERVICE AGENCY OF SANTA BARB | |||||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | SUPPORT HEALTHY COMMUNITY | $20,000 | ||
| FAMILY YMCA OF THE DESERT | |||||||||
| 43930 SAN PABLO AVE | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT YOUTH ACTIVITIES | $17,800 | ||
| FOOD IN NEED OF DISTRIBUTION | |||||||||
| FIND FOOD BANK | 83775 CITRUS AVENUE | INDIO | CA | 92201 | NONE | PUBLIC | COMMUNITY MOBILE MARKETS | $10,000 | |
| FOUNDATION OF PALM SPRINGS | |||||||||
| UNIFIED SCHOOL DISTRICT | 150 DISTRICT CENTER DR | PALM SPRINGS | CA | 92264 | NONE | PUBLIC | EDUCATION PROGRAMS | $27,500 | |
| FRIENDS OF CULTURAL CENTER | |||||||||
| 73000 FRED WARING DR | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT PERFORMING ARTS CENTER | $30,000 | ||
| FRIENDS OF THE DESERT MOUNTAINS | |||||||||
| PO BOX 1281 | PALM DESERT | CA | 92260 | NONE | PUBLIC | ENVIRONMENTAL YOUTH ED. PROGRAM | $5,000 | ||
| FRIENDS OF THE PALM SPRINGS ANIMAL | |||||||||
| SHELTER GREATER PS ANIMAL ALLIES | 4575 E MESQUITE AVENUE | PALM SPRINGS | CA | 92264 | NONE | PUBLIC | ANIMAL CARE DONATION | $10,000 | |
| GANNA WALSKA LOTUSLAND FOUNDATION | |||||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC | JUNIOR BOTANIST PROGRAM | $15,000 | ||
| GIRL SCOUT OF SAN GORGONIO COUNCIL | |||||||||
| 1751 PLUM LANE | REDLANDS | CA | 92374 | NONE | PUBLIC | CAREER EXPLORATION PROGRAM | $10,000 | ||
| GIRLS INCOPORATED OF CARPINTERIA | |||||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PUBLIC | SUPPORT EUREKA PROGRAM | $10,000 | ||
| GREENHILL HUMANE SOCIETY | |||||||||
| 88530 GREEN HILL ROAD | EUGENE | OR | 97402 | NONE | PUBLIC | EVENT SPONSORSHIP | $2,500 | ||
| HABITAT FOR HUMANITY OF THE | |||||||||
| COACHELLA VALLEY | 72680 DINAH SHORE DR 6 | PALM DESERT | CA | 92211 | NONE | PUBLIC | HOUSING INSECURITY PREVENTION PROG. | $10,000 | |
| HARC INC | |||||||||
| 41550 ECLECTIC ST | PALM DESERT | CA | 92260 | NONE | PUBLIC | CV COMMUNITY HEALTH SURVEY | $10,000 | STE B100 | |
| JEWISH FAMILY SERVICE OF THE DESERT | |||||||||
| 490 S FARRELL DR | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | MENTAL HEALTH COUNCELING - CHILDREN | $5,000 | STE C208 | |
| JOSLYN SENIOR CENTER | |||||||||
| COVE COMMUNITIES SENIOR ASSOC | 73750 CATALINA WAY | PALM DESERT | CA | 92260 | NONE | PUBLIC | SENIOR WELLNESS, NUTRITION & MENTAL | $10,000 | |
| LOBERO THEATRE FOUNDATION | |||||||||
| 33 E CANON PERDIDO STR | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | YOUTH AND COMMUNITY OUTREACH PROGRAM | $10,000 | ||
| MARTHA'S VILLAGE & KITCHEN | |||||||||
| 83791 DATE AVENUE | INDIO | CA | 92201 | NONE | PUBLIC | DONATION TOWARDS HOMELESS HOUSING | $20,000 | ||
| MENTAL HEALTH ASSN OF SANTA BARBAR | |||||||||
| MENTAL WELLNESS CENTER | 617 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | YOUTH MENTAL HEALTH EDUCATION | $5,000 | |
| MIZZELL CENTER | |||||||||
| 480 S SUNRISE WAY | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | MEELS & WHEELS TRANSPORTATION PROG. | $55,000 | ||
| MONARCH SCHOOL PROJECT | |||||||||
| 1625 NEWTON AVENUE | SAN DIEGO | CA | 92113 | NONE | PUBLIC | HEALTH & NAVIGATION PROGRAM | $20,000 | ||
| MONTECITO FOUNDATION | |||||||||
| PO BOX 5001 | SANTA BARBARA | CA | 93150 | NONE | PUBLIC | VILLAGE FOURTH EVENT DONATION | $1,500 | ||
| MONTECITO MOTOR CLASSIC | |||||||||
| PO BOX 6105 | GOLETA | CA | 93116 | NONE | PUBLIC | SPONSORSHIP OF IMAGINE EVENT | $5,000 | ||
| MUSIC ACADEMY OF THE WEST | |||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC | FELLOW SCHOLARSHIP FOR SUMMER SCHOOL | $20,000 | ||
| NEW BEGINNINGS COUNSELING CENTER | |||||||||
| NBCC | 530 E MONTECITO ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | SUPPORT VETERANS PROGRAM | $15,000 | STE 101 |
| NORTHERN SANTA BARBARA | |||||||||
| COUNTY UNITED WAY | PO BOX 947 | SANTA MARIA | CA | 93456 | NONE | PUBLIC | SPONSORSHIP OF MAYOR'S BASH EVENT | $5,000 | |
| OLD MISSION SANTA BARBARA | |||||||||
| 2201 LAGUNA STREET | SANTA BARBARA | CA | 93105 | NONE | PUBLIC | FUNDRAISING EVENT | $2,500 | ||
| OLD TOWN ARTISAN STUDIO INC | |||||||||
| 78046 CALLE BARCELONA | LA QUINTA | CA | 92253 | NONE | PUBLIC | YOUTH OUTREACH ART PROGRAMS | $10,000 | ||
| OLIVE CREST | |||||||||
| PO BOX 8265 | GOLETA | CA | 93118 | NONE | PUBLIC | VICTIMS OF SEX-TRAFFICKING | $10,000 | ||
| OPERATION SAFE HOUSE | |||||||||
| 72710 E LYNN STREET | THOUSAND PALMS | CA | 92276 | NONE | PUBLIC | SPONSORSHIP OF ANNIVERSARY GALA | $1,000 | ||
| PALM CANYON THEATRE | |||||||||
| 538 NORTH PALM CANYON DR | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | SUMMER KIDS CAMP SCHOLARSHIP | $2,500 | ||
| PALM SPRINGS AIR MUSEUM | |||||||||
| 745 N GENE AUTRY TRAIL | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | SPONSORSHIP & EDUCATIONAL PROGRAMS | $36,050 | ||
| PALM SPRINGS CULTURAL CENTER | |||||||||
| 2300 E BARISTO ROAD | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | SUPPORT OF NEW CERT. FARMERS MARKET | $15,000 | ||
| PALM SPRINGS PLAZA THEATRE | |||||||||
| FOUNDATION | 1775 E PALM CANYON | PALM SPRINGS | CA | 92264 | NONE | PUBLIC | OPENING SEASON OPERATION & PROGRAMMI | $10,000 | STE 110 |
| PARENTING NOW | |||||||||
| 86 CENTENNIAL LOOP | EUGENE | OR | 97401 | NONE | PUBLIC | PARENTING PROGRAMS DONATION | $15,000 | ||
| PEACE HEALTH SACRED HEART MEDICAL | |||||||||
| 123 INTERNATIONAL HIGHWAY | SPRINGFIELD | OR | 97477 | NONE | PUBLIC | PROVIDE FINANCIAL ASSISTANCE | $165,000 | ||
| PEGASUS RIDING ACADEMY FOR HANDICAP | |||||||||
| 75140 ST CHARLES PL | PALM DESERT | CA | 92211 | NONE | PUBLIC | PROGRAM EXPANSION DONATION | $5,000 | B | |
| PS TEST INC | |||||||||
| PO BOX 1250 | PALM SPRINGS | CA | 92263 | NONE | PUBLIC | HIV PREVENTION & TREATMENT PROGRAM | $10,000 | ||
| RANCHO MIRAGE PUBLIC LIBRARY | |||||||||
| FOUNDATION | 71100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC | EXPANSION OF CHILDREN'S ROOM | $10,000 | |
| REGIONAL ACCESS PROJECT FOUNDATION | |||||||||
| RAP FNDN | 41550 ECLECTIC STREET | PALM DESERT | CA | 92260 | NONE | PUBLIC | SPONSORSHIP OF DESERT FAST PITCH | $2,500 | |
| RELIEF NURSERY INC | |||||||||
| 1720 WEST 25TH AVE | EUGENE | OR | 97405 | NONE | PUBLIC | LIGHTING FOR NURSERY PARKING LOTS | $10,465 | ||
| RONALD REGAN PRESIDENTIAL | |||||||||
| FOUNDATION AND INSTITUTE | 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | NONE | PUBLIC | DEAD SEA SCROLLS EXHIBIT DONATION | $25,000 | |
| SAFE LUNCH | |||||||||
| PO BOX 21055 | SANTA BARBARA | CA | 93121 | NONE | PUBLIC | HEALTHY YOUTH SCHOLARSHIP PROGRAM | $10,000 | ||
| SAN DIEGO YOUTH SERVICES | |||||||||
| 3255 WING STREET | SAN DIEGO | CA | 92110 | NONE | PUBLIC | EMERGENCY YOUTH SHELTER REPAIRS | $10,000 | ||
| SANSUM DIABETES RESEARCH INSTITUTE | |||||||||
| 2219 BATH ST | SANTA BARBARA | CA | 93105 | NONE | PUBLIC | SUPPORT HEALTH PROGRAM | $30,000 | ||
| SANTA BARBARA BOTANIC GARDENS | |||||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NONE | PUBLIC | FREE SENIOR DAYS PROGRAM DONATION | $10,000 | ||
| SANTA BARBARA CONSERVANCY | |||||||||
| 829 DE LA VINA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | SPONSORSHIP | $5,000 | STE 300 | |
| SANTA BARBARA COUNCIL ON | |||||||||
| ALCOHOLISM AND DRUG ABUSE | PO BOX 28 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC | SCHOLARSHIP FOR LOW INCOME FAMILIES | $20,000 | |
| SANTA BARBARA MARITIME MUSEUM | |||||||||
| 113 HARBOR WAY | SANTA BARBARA | CA | 93109 | NONE | PUBLIC | MARINE SCIENCE EDUCATION PROGRAM | $15,000 | STE 190 | |
| SANTA BARBARA MEELS ON WHEELS | |||||||||
| PO BOX 6099 | SANTA BARBARA | CA | 931606099 | NONE | PUBLIC | ANNUAL VOLUNTEER EVENT SPONSORSHIP | $3,000 | ||
| SANTA BARBARA MISSION ARCHIVE | |||||||||
| LIBRARY | 2201 LAGUNA ST | SANTA BARBARA | CA | 93105 | NONE | PUBLIC | ARTWORK RESTORATION | $5,000 | |
| SANTA BARBARA MUSEUM OF NATURAL HIS | |||||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93109 | NONE | PUBLIC | SUPPORT TEEN PROGRAM | $20,000 | ||
| SANTA BARBARA SYMPHONY | |||||||||
| 1330 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | MUSIC EDUCATION PROGRAM FOR YOUTH | $10,000 | STE 102 | |
| SANTA BARBARA WILDLIFE CARE NETWORK | |||||||||
| 1460 N FAIRVIEW AVENUE | GOLETA | CA | 93117 | NONE | PUBLIC | EVENT SPONSORSHIP | $10,000 | ||
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PUBLIC | TO SUPPORT EDUCATION | $10,000 | ||
| SCHOOL GARDEN PROJECT OF LANE COUNT | |||||||||
| PO BOX 30072 | EUGENE | OR | 97403 | NONE | PUBLIC | SUPPORT ANNUAL SCHOOL GARDEN PROJECT | $1,000 | ||
| SHAY'S WARRIORS | |||||||||
| 42215 WASHINGTON ST | PALM DESERT | CA | 92211 | NONE | PUBLIC | CANCER SURVIVOR'S PROGRAMS | $6,000 | STE A389 | |
| SHELTER FORM THE STORM | |||||||||
| 73550 ALESSANDRO DR | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT SHELTER | $10,000 | STE 103 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||||
| 3101 SW SAM JACKSON PARK | PORTLAND | OR | 972393009 | NONE | PUBLIC | PROVIDE MEDICAL SERVICES | $20,000 | ||
| SOUTH WEST COLLEGE FOUNDATION | |||||||||
| 8100 GIGANTIC STREET | SAN DIEGO | CA | 92154 | NONE | PUBLIC | NURSING PROGRAM DONATION | $44,000 | ||
| ST MADELEINE SOPHIE'S CENTER | |||||||||
| 2119 E MADISON AVENUE | EL CAJON | CA | 92019 | NONE | PUBLIC | PROGRAM DONATION | $5,000 | ||
| SUNSET MUSIC AND EDUCATION | |||||||||
| FOUNDATION | 74710 HIGHWAY 111 | PALM DESERT | CA | 92260 | NONE | PUBLIC | SPONSORSHIP PROGRAM | $5,000 | STE 102 |
| TEDDY BEAR CANCER FOUNDATION | |||||||||
| 3892 STATE ST | SANTA BARBARA | CA | 93105 | NONE | PUBLIC | PROVIDE FINANCIAL ASSISTANCE | $15,000 | STE 220 | |
| THE DALMATIAN DREAMS FOUNDATION | |||||||||
| DBA DREAM FOUNDATION | 1528 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | VETERANS PROGRAM | $20,000 | STE 304 |
| THE DESERT SYMPHONY | |||||||||
| 73730 HIGHWAY 111 | PALM DESERT | CA | 92260 | NONE | PUBLIC | MUSIC PROGAM | $5,000 | STE 6 | |
| UNITED BOYS & GIRLS OF SANTA BARBAR | |||||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | FOOD PROGRAM DONATION | $30,000 | ||
| UNITY SHOPPE | |||||||||
| 1209 STATE ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | SUPPORT YOUTH TRAINING PROGRAM | $32,500 | ||
| UNIVERSITY OF OREGON FOUNDATION | |||||||||
| 2727 LEO HARRIS PARKWAY | EUGENE | OR | 97403 | NONE | PUBLIC | SUPPORT ATHLETIC CLUB | $65,000 | ||
| VARIETY CHILDREN'S CHARITIES OF THE | |||||||||
| DESERT | 46200 COOK STREET | PALM DESERT | CA | 92211 | NONE | PUBLIC | OUTREACH PROGRAMS | $10,000 | STE 150 |
| VILLAGE PROPERTIES TEACHERS FUND | |||||||||
| 1250 COAST VILLAGE ROAD | SANTA BARBARA | CA | 931082720 | NONE | PUBLIC | CLASSROOM GRANT PROGRAM | $5,000 | ||
| VIRGINIA WARING INT'L PIANO COMP | |||||||||
| PALM SPRINGS INT'L PIANO COMPETITION | 1276 N PALM CANYON | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | YOUTH EDUCATION PROGRAMS | $5,000 | STE 210 |
| VNA HEALTH | |||||||||
| 509 E MONTECITO STREET | SANTA BARBARA | CA | 93103 | NONE | PUBLIC | LOAN CLOSET PROGRAM DONATION | $10,000 | STE 200 | |
| VOLUNTEERS IN MEDICINE CLINIC | |||||||||
| 2260 MARCOLA RD | SPRINGFIELD | OR | 97477 | NONE | PUBLIC | DIABETIC EDUCATION PROGRAM | $20,000 | ||
| WELL IN THE DESERT | |||||||||
| 181 N INDIAN CANYON DR | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | HOT MEAL PROGRAM DONATION | $15,000 | ||
| WESTMONT COLLEGE | |||||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC | NURSING SCHOLARSHIPS | $10,000 | ||
| PALM SPRINGS PRIDE | |||||||||
| 329 W MARISCAL RD | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | SPONSORSHIP OF DIVERSITY BREAKFAST | $1,000 | ||
| PALM SPRINGS ART MUSEUM | |||||||||
| 101 N MUSEUM DR | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | YOUTH IMPACT INITIATIVE | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,669,215 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $719,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $729,069 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,448,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,448,903 | 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 | $12,040 | Amt |
| Net Investment Income | $3,010 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS INVESTMENTS | $1,244,665 | $1,176,440 |
| SCHWAB |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS INVESTMENTS | $3,689,106 | $3,168,536 |
| SCHWAB INVESTMENTS | $12,569,182 | $21,519,736 |
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 (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $24 | $24 | |
| INSURANCE | $10,724 | ||
| OFFICE EXPENSES | $5,025 | $4,020 | |
| POSTAGE | $2,971 | $2,971 | |
| UTILITIES | $3,068 | $2,454 | |
| BOND AMORTIZATION | $59,861 | $59,861 | |
| COMPUTER AND INTERNET | $26,601 | $26,601 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $38,349 | $38,349 | |
| PROFESSIONAL SERVICES | $63,000 | $31,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $12,400 |
| PERMITS AND FEES | $233 |
Comments