Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 12-01-2017 , and ending 11-30-2018
Name of foundation
THE COETA AND DONALD BARKER
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 936
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RANCHO MIRAGE, CA92270
A Employer identification number

93-0698411
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$23,598,409J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,281,289
2 Check bullet.............
3 Interest on savings and temporary cash investments 7 7  
4 Dividends and interest from securities... 1,229,586 1,229,586  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -9,573
b Gross sales price for all assets on line 6a 3,510,285
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 228 228  
12 Total. Add lines 1 through 11........ 2,501,537 1,229,821  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 111,892 5,400   81,219
14 Other employee salaries and wages...... 26,640     19,980
15 Pension plans, employee benefits....... 17,752     13,314
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,450 2,113   4,225
c Other professional fees (attach schedule).... Click to see attachment 35,753 35,753    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 29,609     160
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 23,891     17,918
21 Travel, conferences, and meetings....... 22,265     16,699
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 52,985 35,067   13,438
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 329,237 78,333   166,953
25 Contributions, gifts, grants paid....... 1,255,850 1,255,850
26 Total expenses and disbursements. Add lines 24 and 25 1,585,087 78,333   1,422,803
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 916,450
b Net investment income (if negative, enter -0-) 1,151,488
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 100 100 100
2 Savings and temporary cash investments......... 1,565,903 2,292,948 2,292,948
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,916,208 Click to see attachment18,105,613 21,305,361
14 Land, buildings, and equipment: basis bullet35,484
Less: accumulated depreciation (attach schedule) bullet   35,484 Click to see attachment35,484  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,517,695 20,434,145 23,598,409
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund 20,848,002 20,848,002
28 Retained earnings, accumulated income, endowment, or other funds -1,330,307 -413,857
29 Total net assets or fund balances (see instructions)..... 19,517,695 20,434,145
30 Total liabilities and net assets/fund balances (see instructions). 19,517,695 20,434,145
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
19,517,695
2
Enter amount from Part I, line 27a .....................
2
916,450
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
20,434,145
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,434,145
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a UBS BOND REDEMPTIONS P 2010-01-01 2018-12-31
b WELLS FARGO P 2010-01-01 2018-12-31
c SCHWAB P 2010-01-01 2018-12-31
d SCHWAB S/T P 2018-09-13 2018-09-17
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,200,000   1,200,000  
b 120,000   122,130 -2,130
c 910,556   917,595 -7,039
d 1,279,729   1,280,133 -404
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b       -2,130
c       -7,039
d       -404
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -9,573
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 1,440,817 22,301,335 0.064607
2017 1,260,393 21,002,225 0.060012
2016 1,256,951 22,042,138 0.057025
2015 1,384,911 22,372,482 0.061902
2014 919,767 21,147,430 0.043493
2
Total of line 1, column (d) .....................
2
0.287039
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.057408
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
23,333,571
5
Multiply line 4 by line 3......................
5
1,339,534
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
11,515
7
Add lines 5 and 6........................
7
1,351,049
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,422,803
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 11,515
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 11,515
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,515
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 14,800
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,285
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet3,285 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletGODECKE CLARK Telephone no.bullet (760) 346-3861

    Located atbullet44875 DEEP CANYON RD STE1PALM DESERTCA ZIP+4bullet92260
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN DBRENNAN TRUSTEE
    000.00     		2,400 0 2,958
    PO BOX 936
    RANCHO MIRAGE,CA92270
    DANA E NEWQUIST TRUSTEE
    000.00     		2,400 0 3,027
    PO BOX 936
    RANCHO MIRAGE,CA92270
    JOHN V BUERSTATTE TRUSTEE
    000.00     		2,400 0 5,653
    PO BOX 936
    RANCHO MIRAGE,CA92270
    JAMES W RICHARDS TRUSTEE
    000.00     		1,200 0 0
    PO BOX 936
    RANCHO MIRAGE,CA92270
    DENNIS HEALEY TRUSTEE
    000.00     		2,400 0 0
    PO BOX 936
    RANCHO MIRAGE,CA92270
    NANCY G HARRIS PRESIDENT
    000.00     		101,092 0 0
    PO BOX 936
    RANCHO MIRAGE,CA92270
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    22,193,812
    b
    Average of monthly cash balances.......................
    1b
    1,495,093
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,688,905
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    23,688,905
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    355,334
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,333,571
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,166,679
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,166,679
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    11,515
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,515
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,155,164
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,155,164
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,155,164
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,422,803
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,422,803
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    11,515
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,411,288
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 1,155,164
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015...... 278,517
    c From 2016...... 170,519
    d From 2017...... 248,424
    e From 2018...... 355,046
    fTotal of lines 3a through e........ 1,052,506
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,422,803
    a Applied to 2018, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount..... 1,155,164
    e Remaining amount distributed out of corpus 267,639
    5 Excess distributions carryover applied to 2019.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,320,145
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		1,320,145
    10 Analysis of line 9:
    a Excess from 2015.... 278,517
    b Excess from 2016.... 170,519
    c Excess from 2017.... 248,424
    d Excess from 2018.... 355,046
    e Excess from 2019.... 267,639
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE COETA DONALD BARKER FOUNDATIO
    PO BOX 936
    RANCHO MIRAGE,CA92270
    (760) 340-1162
    bThe form in which applications should be submitted and information and materials they should include:
    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
    cAny submission deadlines:
     
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
     
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    COLLEGE OF THE DESERT FOUNDATION
    43500 MONTEREY AVENUE
    PALM DESERT,CA92260     		  PUBLIC PROVIDE EDUCATION 7,000
    EISENHOWER MEDICAL CENTER FOUNDATIO
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270     		  PUBLIC SUPPORT SURGICAL SYSTEM 150,000
    UNIVERSITY OF OREGON FOUNDATION
    1720 E 13TH AVE STE 410
    EUGENE,OR97403     		  PUBLIC PROVIDE EDUCATION 87,000
    GENERAL PATTON MEMORIAL
    62510 CHIRIACO RD
    CHIRIACO SUMMIT,CA92201     		  PUBLIC SUPPORT VETERANS 55,000
    EUGENE MISSION
    PO BOX 1149
    EUGENE,OR97440     		  PUBLIC REPLACE BEDS AND LIFE CHANGE PROGRAM 10,000
    SALVATION ARMY
    30400 LANDAU BLVD
    CATHEDRAL CITY,CA92234     		  PUBLIC DONATION DISATER RELIEF AND PROGRAMS 90,000
    ASSOCIATION OF FUNDRAISING PROFESS
    PO BOX 2213
    PALM DESERT,CA92261     		  PUBLIC SUPPORT NATIONAL PHILANTHROPY 2,500
    BOYS & GIRLS CLUB OF COACHELLA VALL
    42600 COOK STREET STE 120
    PALM DESERT,CA92211     		  PUBLIC SUPPORT YOUTH ACTIVITIES 5,000
    BOYS & GIRLS CLUB OF SANTA BARBARA
    632 E CANON PERDIDO ST
    SANTA BARBARA,CA93103     		  PUBLIC REVITALIZE TEEN PROGRAMS 10,000
    BOY SCOUTS OF AMERICA
    2525 MARTIN LUTHER KING J
    EUGENE,OR97401     		  PUBLIC SUPPORT BOY SCOUTS OUTDOOR PROGRAMS 1,500
    SHELTER FORM THE STORM
    73550 ALESSANDRO DR STE
    PALM DESERT,CA92260     		  PUBLIC SUPPORT SHELTER 10,000
    SOUTHWESTERN COLLEGE FOUNDATION
    8100 GIGANTIC STREET
    SAN DIEGO,CA92154     		  PUBLIC PROVIDE EDUCATION 32,000
    FRIENDS OF CULTURAL CENTER
    73000 FRED WARING DR
    PALM DESERT,CA92260     		  PUBLIC SUPPORT PERFORMING ARTS CENTER 34,000
    PEACEHEALTH SACRED HEART
    MEDICAL CENTER
    PO BOX 10905
    EUGENE,OR97440     		  PUBLIC SUPPORT PATIENT/FAMILY GUESTHOUSE 25,000
    ALZHEIMER'S DISEASE ASSOCIATION
    1528 CHAPALA STREET 204
    SANTA BARBARA,CA93101     		  PUBLIC SUPPORT RESEARCH 20,000
    UNIVERSITY OF OREGON FOUNDATION
    JORDAN SCHNITZER MUSEUM OF ART
    1720 13TH ST STE 410
    EUGENE,OR97403     		  PUBLIC SUPPORT INTERNSHIP PROGRAM 20,000
    YOUNG AMERICA'S FOUNDATION
    217 STATE STREET
    SANTA BARBARA,CA93101     		  PUBLIC PROVIDE EDUCATION 20,000
    MONARCH HIGH SCHOOL PROJECT
    1675 NEWTON AVE
    SAN DIEGO,CA92113     		  PUBLIC PROVIDE EDUCATION 20,000
    ANGEL VIEW INC
    67625 E PALM CANYON DR
    STE 7A
    CATHEDRAL CITY,CA92234     		  PUBLIC ASSISTANCE TO DISABLED 17,500
    DESERT FORUM
    45200 CLUB DRIVE SUITE C
    INDIAN WELLS,CA92210     		  PUBLIC SUPPORT PUBLIC SOCIETY BENEFIT 20,000
    NEW BEGINNINGS COUNSELING CENTER
    324 E CARRILLO ST STE
    SANTA BARBARA,CA93101     		  PUBLIC SUPPORT VETERANS PROGRAM 20,000
    DESERT SYMPHONY
    72925 FRED WARING DR 101
    PALM DESERT,CA92260     		  PUBLIC SUPPORT ORCHESTRA 12,000
    JF KENNEDY MEMORIAL FOUNDATION
    73555 SAN GORGONIO WAY
    PALM DESERT,CA92260     		  PUBLIC SUPPORT HEALTH SERVICES 10,000
    OLIVE CREST
    42580 CAROLINE CT STE A
    PALM DESERT,CA92211     		  PUBLIC PREVENT CHILD ABUSE 15,000
    FAMILY YMCA OF THE DESERT
    43930 SAN PABLO AVE
    PALM DESERT,CA92260     		  PUBLIC SUPPORT YOUTH ACTIVITIES 14,100
    UNITED BOYS & GIRLS OF SANTA BARBAR
    PO BOX 1485
    SANTA BARBARA,CA93101     		  PUBLIC SUPPORT YOUTH ACTIVITIES 25,000
    COACHELLA VALLEY VOLUNTEERS
    IN MEDICINE
    PO BOX 10090
    INDIO,CA92202     		  PUBLIC SALARY SUPPORT 25,000
    ALZHEIMER'S DISEASE ASSOCIATION
    9606 S SANTA MONICA BLVD
    STE 200
    BEVERLY HILLS,CA90210     		  PUBLIC SUPPORT RESEARCH 10,000
    EUGENE CIVIC ALLIANCE
    975 OAK ST STE 1050
    EUGENE,OR97401     		  PUBLIC SUPPORT CIVIC PARK 25,000
    SANTA BARBARA MARITIME MUSEUM
    113 HARBOR WAY STE 190
    SANTA BARBARA,CA93109     		  PUBLIC DONATION TO EDUCATION PROGRAM 10,000
    SANTA BARBARA MUSEUM OF NATURAL HIS
    2559 PUESTA DEL SOL
    SANTA BARBARA,CA93109     		  PUBLIC SUPPORT TEEN PROGRAM 10,000
    LOMA LINDA UNIVERSITY CHILDREN'S HO
    11175 MT VIEW AVE STE B
    LOMA LINDA,CA92354     		  PUBLIC SUPPORT MEDICAL SEVICES 125,000
    ASSISTANCE LEAGUE OF PALM SPRINGS
    PO BOX 3056
    RANCHO MIRAGE,CA92270     		  PUBLIC SUPPORT OPERATION SCHOOL BELL PROGRA 7,500
    CHILDRENS MUSEUM OF THE DESERT
    71-701 GERALD FORD DRIVE
    RANCHO MIRAGE,CA92270     		  PUBLIC SUPPORT YOUTH ACTIVITIES 17,000
    GREENHILL HUMANE SOCIETY
    88530 GREEN HILL RD
    EUGENE,OR97402     		  PUBLIC SUPORT CONSTRUCTION OF DOG CARE BLDG 50,000
    PARENTING NOW
    86 CENTENNIAL LOOP
    EUGENE,OR97402     		  PUBLIC SUPPORT PARENTING PROGRAMS 7,500
    GILDA'S CLUB OF THE DESERT
    73555 ALESSANDRO DR
    PALM DESERT,CA92260     		  PUBLIC SUPPORT CANCER PATIENTS 5,000
    WELL IN THE DESERT
    PO BOX 5312
    PALM SPRINGS,CA92262     		  PUBLIC PROVIDE FOOD ASSISTANCE 6,000
    MARTHA'S VILLAGE & KITCHEN
    83791 DATE AVE
    INDIO,CA92201     		  PUBLIC SUPPORT FOOD SERVICES PROGRAM 32,000
    SHRINERS HOSPITAL FOR CHILDREN
    3101 SW SAM JACKSON PAR
    PORTLAND,OR972393009     		  PUBLIC PROVIDE MEDICAL SERVICES 1,000
    MONTECITO HISTORICAL ARCHIVES
    321 W MISSION
    SANTA BARBARA,CA93101     		  PUBLIC SUPPORT DOCUMENTATION OF FIRES 5,000
    ACT FOR MULTIPLE SCLEROSIS
    73-710 FRED WARING DR118
    PALM DESERT,CA92260     		  PUBLIC SUPPORT RESEARCH 5,000
    FAMILY SERVICE AGENCY OF SANTA BARB
    123 WEST GUTIERREZ STREET
    SANTA BARBARA,CA93101     		  PUBLIC SUPPORT HEALTHY COMMUNITY 5,000
    GIRLS INCOPORATED OF CARPINTERIA
    5315 FOOTHILL ROAD
    CARPINTERIA,CA93013     		  PUBLIC SUPPORT EUREKA PROGRAM 5,000
    GIRL SCOUTS OF SAN GORGONIO COUNCIL
    1751 PLUM LANE
    REDLANDS,CA92374     		  PUBLIC SUPPORT YOUTH ACTIVITIES 5,000
    IMMACULATE HEART COMMUNITY
    800 EL BOSQUE RD
    SANTA BARBARA,CA93108     		  PUBLIC DONATION FOR SPONSORSHIP 5,000
    GANNA WALSKA LOTUSLAND
    695 ASHLEY ROAD
    SANTA BARBARA,CA93108     		  PUBLIC SUPPORT OUTREACH PROGRAM 5,000
    SANTA BARBARA WILDLIFE CARE NETWORK
    PO BOX 6594
    SANTA BARBARA,CA93160     		  PUBLIC RESCUE INJURED ANIMALS 10,000
    STEINWAY SOCIETY OF RIVERSIDE COUNT
    PO BOX 3015
    RANCHO MIRAGE,CA92270     		  PUBLIC SUPPORT MUSICAL PERFORMANCES 5,000
    TOOLS FOR TOMORROW
    42600 COOK STREET 132
    PALM DESERT,CA92211     		  PUBLIC AFTER SCHOOL INTEGRATED ARTS PROGRAM 5,000
    UNITED WAY OF SANTA BARBARA
    320 EAST GUTIERREZ STREET
    SANTA BARBARA,CA93101     		  PUBLIC IMPROVE LIVES FOR CHILDREN & FAMILIE 5,000
    ANIMAL SAMARITANS
    72120 PET LAND PLACE
    THOUSAND PALMS,CA92276     		  PUBLIC SUPPORT PET WELLNESS PROGRAM 5,000
    MONTEREY COUNTY SHERIFF
    POBOX 1547
    SALINAS,CA93902     		  PUBLIC PROVIDE SCHOLARSHIPS 5,000
    SANTA BARBARA POLICE ACTIVITIES
    PO BOX 91121
    SANTA BARBARA,CA93190     		  PUBLIC SUPPORT TEEN LEADERSHIP 5,000
    SANTA BARBARA POLICE FOUNDATION
    PO BOX 91929
    SANTA BARBARA,CA93190     		  PUBLIC SUPPORT AFTER MONTECITO FIRES 5,000
    COACHELLA VALLEY SYMPHONY
    PO BOX 10727
    PALM DESERT,CA92255     		  PUBLIC SUPPORT SYMPHONIC MUSIC 1,000
    GIRLFRIEND FACTOR
    77734 COUNTRY CLUB DR E
    PALM DESERT,CA92211     		  PUBLIC SUPPORT HIGHER EDUCATION 6,250
    OPERA ARTS
    PO BOX 5722
    PALM SPRINGS,CA92263     		  PUBLIC SUPPORT ART 5,000
    SCHOOL GARDEN PROJECT OF LANE COUNT
    PO BOX 30072
    EUGENE,OR97403     		  PUBLIC SUPPORT SCHOOL GARDEN PROJECT 1,000
    FASHION GROUP FOUNDATION
    PO BOX 2653
    RANCHO MIRAGE,CA92270     		  PUBLIC SUPPORT EDUCATION PROGRAMS 2,500
    WILLIAM SANSUM DIABETES CENTER
    2219 BATH STREET
    SANTA BARBARA,CA93105     		  PUBLIC PROVIDE INSULIN TO PATIENTS 20,000
    MONTECINO FOUNDATION
    PO BOX 5278
    SANTA BARBARA,CA93150     		  PUBLIC SUPPORT VILLAGE FOURTH EVENT 1,500
    AMERICAN CANCER SOCIETY
    73161 FRED WARING DR 100
    PALM DESERT,CA92260     		  PUBLIC PROVIDE SUPPORT TO PATIENTS 6,000
    ST JUDE CHILDREN'S RESEARCH HOSPITA
    PO BOX 1000 DEPT 142
    MEMPHIS,TN38148     		  PUBLIC SUPPORT MEDICAL SERVICES 5,000
    SUN CITY WEST PRIDES
    14630 RH JOHNSON BLVD
    SUN CITY WEST,AZ85375     		  PUBLIC SUPPORT SERVICES 5,000
    FIRST TEE OF COACHELLA VALLEY
    DESERT RECREATION FOUNDATION
    74945 SHERYL AVE
    PALM DESERT,CA92260     		  PUBLIC SUPPORT SCHOOL PROGRAMS 15,000
    DESERT BEST FRIENDS CLOSET
    74040 HWY 111 STE F
    PALM DESERT,CA92260     		  PUBLIC SUPPORT LOW INCOME ADULT EMPLOYMENT 14,000
    SCGA FOUNDATION
    3740 CAHUENGA BLVD
    STUDIO CITY,CA91604     		  PUBLIC SUPPORT JUNIOT GOLF PASS PROGRAM 10,000
    VOLUNTEERS IN MEDICINE CLINIC
    2260 MARCOLA RD
    SPRINGFIELD,OR97477     		  PUBLIC SUPPORT BEHAVIORAL HEALTH SERVICES 15,000
    PIVOT PROJECT TEAM BAM
    41750 RANCHO LAS PALMAS
    D3
    RANCHO MIRAGE,CA92270     		  PUBLIC SUPPORT ACTIVITIES 5,000
    Total .................................bullet 3a 1,255,850
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 7  
    4 Dividends and interest from securities....     14 1,229,586  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 228  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -9,573  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,220,248  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,220,248
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    Name of the organization
    THE COETA AND DONALD BARKER
    FOUNDATION
    Employer identification number

    93-0698411
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    THE COETA AND DONALD BARKER
    FOUNDATION         		Employer identification number
    93-0698411
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JOSEPH ATWOOD
    33155 GUADALAJARA DR
     
    THOUSAND PALMS, CA92276

    		$ 1,281,289


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 3
    Name of organization
    THE COETA AND DONALD BARKER
    FOUNDATION         		Employer identification number

    93-0698411
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ABALX AMERICAN FD BALANCED $ 342,544 2018-09-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AIBAX AMERICAN INTER BD FD $ 102,231 2018-09-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CAIBX AMERICAN FD CAP $ 123,253 2018-09-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CWBFX AMERICAN FD CAP WORLD $ 98,938 2018-09-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CWGIX AMERICAN FD CAP WORLD $ 192,224 2018-09-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ANCFX AMERICAN FD FUNDAMENTAL $ 128,891 2018-09-13
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE COETA AND DONALD BARKER
    FOUNDATION         		Employer identification number

    93-0698411
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 AMECX AMERICAN INCOME FD OF AMER $ 286,655 2018-09-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    THE COETA AND DONALD BARKER
    FOUNDATION         		Employer identification number

    93-0698411
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    THE COETA AND DONALD BARKER
     
    FOUNDATION
    EIN:
    93-0698411
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 8,450 2,113   4,225

    TY 2017 InvestmentsOtherSchedule2
    Name:
    THE COETA AND DONALD BARKER
     
    FOUNDATION
    EIN:
    93-0698411
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT ACCOUNTS   18,105,613 21,305,361

    TY 2017 LandEtcSchedule2
    Name:
    THE COETA AND DONALD BARKER
     
    FOUNDATION
    EIN:
    93-0698411
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE & EQUIPMENT 35,484   35,484  


    TY 2017 OtherExpensesSchedule
    Name:
    THE COETA AND DONALD BARKER
     
    FOUNDATION
    EIN:
    93-0698411
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK CHARGES 45 45    
    INSURANCE 8,096     6,072
    OFFICE EXPENSES 2,550     1,913
    DUE AND SUBCRIPTIONS 394     295
    POSTAGE 1,507     1,130
    UTILITIES 5,371     4,028
    BOND AMORTIZATION 35,022 35,022    


    TY 2017 OtherIncomeSchedule2
    Name:
    THE COETA AND DONALD BARKER
     
    FOUNDATION
    EIN:
    93-0698411
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SETTLEMENTS 228 228  


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    THE COETA AND DONALD BARKER
     
    FOUNDATION
    EIN:
    93-0698411
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 35,753 35,753    


    TY 2017 TaxesSchedule
    Name:
    THE COETA AND DONALD BARKER
     
    FOUNDATION
    EIN:
    93-0698411
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATTORNEY GENERAL FEE 150     150
    FTB FEE 10     10
    FEDERAL TAXES 29,449