KARI AND FRED BARTON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KARI AND FRED BARTON FOUNDATION (EIN 47-5670994)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349102413
- Schema version
- 2023v5.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T10:37:39-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371206530 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHEFFEL BOYLE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 STATE ST | AddressLine1Txt |
| City | ALTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 620026135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475670994 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARI AND FRED BARTON | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARI | BusinessNameControlTxt |
| Phone | 6024303431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 DORY ROAD NORTH | AddressLine1Txt |
| City | NORTH PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN BARTON | PersonNm |
| Person Title | FOUNDATION DIRECTOR | PersonTitleTxt |
| Phone | 6024303431 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICK HOFF CPA | PreparerPersonNm |
| PTIN | P02067270 | PTIN |
| Phone | 6184654288 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,516,512 | 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 |
| Dividends Rev And Expnss | $149,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,710,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,777 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,293 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,970 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $203,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,107 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $26,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,132 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,230 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,503 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,742 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,768 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,403 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,403 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,704 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,362 | CashBOYAmt |
| Cash EOY | $137,923 | CashEOYAmt |
| Cash EOYFMV | $137,923 | CashEOYFMVAmt |
| Acct Rcvbl | $12,482 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,957 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $12,482 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12,482 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,200 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,475 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,475 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,095,278 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,348,719 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,267,459 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $664,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $454,323 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $760,376 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $101,713 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,252,277 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,120,948 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,335,797 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,176,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,076,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,516,512 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,176,445 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,076,870 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,176,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,076,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,176,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,076,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,176,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,081,024 | SubtotalAmt |
| Other Decreases | $4,154 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,076,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB ST COV | P | 2023-01-01 | 2023-12-31 | $506,880 | $522,056 | -$15,176 | -$15,176 |
| CHARLES SCHWAB LT COV | P | 2022-01-01 | 2023-12-31 | $1,182,238 | $1,138,537 | $43,701 | $43,701 |
| 10TALENTS VI | P | 2023-01-01 | 2023-12-31 | $43 | $43 | $43 | |
| 10TALENTS VI | P | 2022-01-01 | 2023-12-31 | $2,277 | -$2,277 | -$2,277 | |
| 10TALENTS VII | P | 2023-01-01 | 2023-12-31 | $263 | $263 | $263 | |
| 10TALENTS VII | P | 2023-01-01 | 2023-12-31 | $7 | $7 | $0 | $0 |
| 10TALENTS VII | P | 2022-01-01 | 2023-12-31 | $12,798 | $12,798 | $12,798 | |
| 10TALENTS VII | P | 2022-01-01 | 2023-12-31 | $378 | $378 | $0 | $0 |
| 10TALENTS VII | P | 2022-01-01 | 2023-12-31 | $129 | $129 | $129 | |
| 10TALENTS VII | P | 2022-01-01 | 2023-12-31 | $19 | $19 | $0 | $0 |
| 10TALENTS VIII | P | 2022-01-01 | 2023-12-31 | $115 | $115 | $0 | $0 |
| 10TALENTS VIII | P | 2022-01-01 | 2023-12-31 | $54 | $54 | $54 | |
| 10TALENTS X | P | 2023-01-01 | 2023-12-31 | $1,583 | $1,583 | $1,583 | |
| 10TALENTS X | P | 2022-01-01 | 2023-12-31 | $1,471 | $1,471 | $1,471 | |
| 10TALENTS XI | P | 2023-01-01 | 2023-12-31 | $35 | $35 | $35 | |
| 10TALENTS XI | P | 2023-01-01 | 2023-12-31 | $15 | $15 | $0 | $0 |
| 10TALENTS XI | P | 2022-01-01 | 2023-12-31 | $34 | $34 | $34 | |
| 10TALENTS XII | P | 2023-01-01 | 2023-12-31 | $662 | $662 | $662 | |
| 10TALENTS XII | P | 2023-01-01 | 2023-12-31 | $191 | $191 | $0 | $0 |
| 10TALENTS XII | P | 2022-01-01 | 2023-12-31 | $2,386 | $2,386 | $2,386 | |
| 10TALENTS XII | P | 2022-01-01 | 2023-12-31 | $642 | $642 | $0 | $0 |
| 10TALENTS XII | P | 2022-01-01 | 2023-12-31 | $71 | $71 | $71 | |
| 10TALENTS XII | P | 2022-01-01 | 2023-12-31 | $52 | $52 | $0 | $0 |
| 10TALENTS IX | P | 2022-01-01 | 2023-12-31 | $0 | $0 | ||
| 10TALENTS IX | P | 2022-01-01 | 2023-12-31 | $1 | $1 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,777 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,664 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,664 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,664 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,475 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,975 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,311 | OverpaymentAmt |
| Applied To ES Tax | $3,311 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN BARTON | IndividualWithBooksNm |
| Phone | 6024303431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 DORY ROAD NORTH | AddressLine1Txt |
| City | NORTH PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES FRED BARTON III | ||||||||
| 125 DORY ROAD NORTH | NORTH PALM BEACH | FL | 33408 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| KAREN BARTON | ||||||||
| 125 DORY ROAD NORTH | NORTH PALM BEACH | FL | 33408 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| KELLI BARTON | ||||||||
| 125 DORY ROAD NORTH | NORTH PALM BEACH | FL | 33408 | ADVISORY COMMITTEE | 1.00 | $0 | $0 | $0 |
| ANN MARIE BARTON | ||||||||
| 125 DORY ROAD NORTH | NORTH PALM BEACH | FL | 33408 | ADVISORY COMMITTEE | 1.00 | $0 | $0 | $0 |
| EMILY BARTON | ||||||||
| 125 DORY ROAD NORTH | NORTH PALM BEACH | FL | 33408 | ADVISORY COMMITTEE | 1.00 | $0 | $0 | $0 |
| VANCE CROWE | ||||||||
| 125 DORY ROAD NORTH | NORTH PALM BEACH | FL | 33408 | ADVISORY COMMITTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL JEWELL | ||||||||
| 125 DORY ROAD NORTH | NORTH PALM BEACH | FL | 33408 | ADVISORY COMMITTEE | 1.00 | $0 | $0 | $0 |
| JIM MAHER | ||||||||
| 125 DORY ROAD NORTH | NORTH PALM BEACH | FL | 33408 | ADVISORY COMMITTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FONTBONNE UNIVERSITY | Description1Txt |
| Expenses1 | $30,000 | Expenses1Amt |
| Description2 | ST LOUIS FIRE ACADEMY | Description2Txt |
| Expenses2 | $22,000 | Expenses2Amt |
| Description3 | MARIAN MIDDLE SCHOOL | Description3Txt |
| Expenses3 | $20,000 | Expenses3Amt |
| Description4 | UNIVERSITY OF NOTRE DAME, WASHINGTON UNIVERSITY ST LOUIS, ST LOUIS UNIVERSITY HIGH SCHOOL | Description4Txt |
| Expenses4 | $20,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,342,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,342,761 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,342,761 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,262,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $263,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $263,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,664 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,664 | TotalTaxAmt |
| Distributable Before Adj | $261,467 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $261,467 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $261,467 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,503 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $211,503 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $261,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,554 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,554 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,949 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $75,518 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES FRED BARTON III | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN BARTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 DORY ROAD NORTH | AddressLine1Txt |
| City | NORTH PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6024306484 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSALS SUBMITTED TO KAREN BARTON SHOULD INCLUDE FINANCIAL INFORMATION OF THE APPLICANT AND HOW THE APPLICANT PLANS TO USE ANY FUNDING RECEIVED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES GRANTS TO PUBLIC CHARITIES (501(C)(3))DEEMED TO BE PARTICULARLY IMPORTANT TO THE TRUSTEES AND ADVISORY BOARD. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENZONIA PUBLIC LIBRARY | |||||||
| 891 MICHIGAN AVE | BENZONIA | MI | 49616 | NONE | PC | TO PRESERVE YESTERDAY, ENRICH TODAY, AND INSPIRE TOMORROW IN THE COMMUNITY | $500 |
| BOYS HOPE GIRLS HOPE OF ST LOUIS | |||||||
| 8027 ELINOR AVE | RICHMOND HEIGHTS | MO | 63117 | NONE | PC | TO HELP KIDS WITH EDUCATION | $2,000 |
| BUSCH WILDLIFE SANCTUARY | |||||||
| 17855 ROCKY PINES RD | JUPITER | FL | 33478 | NONE | PC | TO SUPPORT WILDLIFE | $1,000 |
| FONTBONNE UNIVERSITY | |||||||
| 6800 WYDOWN BLVD | ST LOUIS | MO | 63105 | NONE | PC | TO PROVIDE SCHOLARSHIPS | $30,000 |
| FOREST PARK FOREVER | |||||||
| 5595 GRAND DR | ST LOUIS | MO | 63112 | NONE | PC | TO SUPPORT THE PARK | $5,000 |
| GRAND TRAVERSE REGIONAL LAND CONSERVANCY | |||||||
| 2846 N THREE MILE RD | TRAVERSE CITY | MI | 49686 | NONE | PC | TO PROTECT SIGNIFICANT NATURAL, SCENIC, AND FARM LANDS | $1,000 |
| JACKIE JOYNER-KERSEE FOUNDATION | |||||||
| 101 JACKIE JOYNER KERSEE CIR | EAST ST LOUIS | IL | 62204 | NONE | PC | TO HELP KIDS | $10,000 |
| LEELANAU CONSERVANCY | |||||||
| 105 NORTH FIRST ST | LELAND | MI | 49654 | NONE | PC | TO PRESERVE NATURE | $1,000 |
| MARIAN MIDDLE SCHOOL | |||||||
| 4130 WYOMING ST | ST LOUIS | MO | 63116 | NONE | PC | TO PROVIDE SCHOLARSHIPS | $20,000 |
| MISSOURI BOTANICAL GARDEN | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | TO SUPPORT GARDEN | $5,000 |
| PETER & PAUL COMMUNITY SERVICES | |||||||
| 2612 WYOMING ST | ST LOUIS | MO | 63118 | NONE | PC | TO HELP HOMELESS | $2,500 |
| ROHAN WOODS SCHOOL | |||||||
| 1515 BENNETT AVE | ST LOUIS | MO | 63122 | NONE | PC | TO PREPARE CHILDREN FOR SUCCESS BY PROVIDING A CHALLENGING, INTEGRATED LEARNING APPROACH | $1,000 |
| ST GENEVIEVE CATHOLIC CHURCH | |||||||
| 49 DUBOURG PL | STE GENEVIEVE | MO | 63670 | NONE | PC | TO SUPPORT CHURCHES | $14,000 |
| ST LOUIS POLICE FOUNDATION | |||||||
| 9761 CLAYTON RD | ST LOUIS | MO | 63124 | NONE | PC | TO SUPPORT POLICE DEPARTMENTS | $9,000 |
| ST LOUIS UNIVERSITY HIGH | |||||||
| 4970 OAKLAND AVE | ST LOUIS | MO | 63110 | NONE | PC | TO PROVIDE SCHOLARSHIPS | $20,000 |
| ST PATRICK CENTER | |||||||
| 800 N TUCKER | ST LOUIS | MO | 63101 | NONE | PC | TO HELP FAMILIES | $10,000 |
| ST LOUIS FIRE ACADEMY | |||||||
| 1266 SUTTER AVE | ST LOUIS | MO | 63133 | NONE | PC | TO TRAIN FIREFIGHTERS | $22,000 |
| THE BENJAMIN SCHOOL | |||||||
| 11000 ELLISON WILSON ROAD | NORTH PALM BEACH | FL | 33408 | NONE | PC | TO PROVIDE A CHALLENGING COLLEGE PREPARATORY EDUCATION TO A DIVERSE STUDENT BODY IN A STRUCTURED, NURTURING COMMUNITY ENVIRONMENT | $5,000 |
| THE CRUDEM FOUNDATION | |||||||
| 362 SEWALL STREET | LUDLOW | MA | 01056 | NONE | PC | TO PROVIDE MEDICAL CARE | $2,500 |
| TRAILNET | |||||||
| 411 NORTH 10TH ST STE 202 | ST LOUIS | MO | 63101 | NONE | PC | TO PROMOTE HEALTHY WAYS OF TRANSPORTATION | $5,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| NOTRE DAME AVE | NOTRE DAME | IN | 46556 | NONE | PC | TO PROVIDE SCHOLARSHIPS | $20,000 |
| WASHINGTON UNIVERSITY ST LOUIS | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | TO PROVIDE SCHOLARSHIPS | $20,000 |
| WORLDWIDE FISTULA FUND | |||||||
| 1100 E WOODFIELD RD | SCHAUMBURG | IL | 60173 | NONE | PC | TO HELP MOTHERS INJURED IN CHILDBIRTH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $333 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,360 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,619 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,728 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,420 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,777 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| 10TALENTS PRIVATE FUND XI - UBTI LOSS ITEMS | 523000 | -$125 | ||
| 10TALENTS PRIVATE FUND X - UBTI LOSS ITEMS | 523000 | -$3,313 | ||
| 10TALENTS PRIVATE FUND IX - UBTI LOSS ITEMS | 523000 | -$2,246 | ||
| 10TALENTS PRIVATE FUND VIII - UBTI LOSS ITEMS | 523000 | -$612 | ||
| INTEREST ON TAX REFUND | 01 | $242 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,076 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $198,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $203,183 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OWNERSHIP IN BUSINESS ENTERPRISE | IdentifierTxt |
| Form And Line Reference | PART VI-B, LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION OWNS A 3.92% INTEREST IN 10TALENTS PRIVATE FUND IV LP | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITIES | StockNm |
| EOY Book Value | $454,323 | EOYBookValueAmt |
| EOYFMV | $760,376 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,348,719 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,267,459 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FUNDS | AT COST | $1,775,223 | $1,997,590 |
| 10TALENTS FUND IV | AT COST | $441,630 | $441,630 |
| 10TALENTS FUND VI | AT COST | $100,610 | $100,610 |
| 10TALENTS FUND VII | AT COST | $68,200 | $68,200 |
| 10TALENTS FUND VIII | AT COST | $136,980 | $136,980 |
| 10TALENTS FUND IX | AT COST | $70,065 | $70,065 |
| 10TALENTS FUND XI | AT COST | $48,856 | $48,856 |
| 10TALENTS FUND X | AT COST | $50,700 | $50,700 |
| 10TALENTS FUND XII | AT COST | $100,950 | $100,950 |
| 10TALENTS FUND XIII | AT COST | $48,450 | $48,450 |
| CERTIFICATES OF DEPOSIT | AT COST | $279,284 | $271,766 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $4,154 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $11 | $11 | $0 |
| OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND IV LP | $15,096 | $15,096 | $0 |
| OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VI LP | $3,915 | $3,462 | $0 |
| OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VIII LP | $3,973 | $2,528 | $0 |
| OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XI LP | $4,707 | $4,707 | $0 |
| OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VII LP | $10,754 | $8,927 | $0 |
| OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND IX LP | $4,140 | $3,527 | $0 |
| OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND X LP | $3,603 | $3,600 | $3 |
| OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XII LP | $8,139 | $5,507 | $0 |
| OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XIII LP | $3,403 | $3,403 | $0 |
| 1231 LOSS UBTI - 10TALENTS PRIVATE FUND VIII | $1 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 10TALENTS VI | $5 | $5 | $5 |
| 10TALENTS VII | $589 | $589 | $589 |
| 10TALENTS VII | $336 | $336 | $336 |
| 10TALENTS VII | -$1 | -$1 | -$1 |
| 10TALENTS VIII | $425 | $425 | $425 |
| 10TALENTS VIII | $7 | $7 | $7 |
| 10TALENTS VIII | $9 | $9 | $9 |
| 10TALENTS XI | -$1 | -$1 | -$1 |
| 10TALENTS XII | -$15 | -$15 | -$15 |
| 10TALENTS XII | $258 | $258 | $258 |
| 10TALENTS XII | $1,116 | $1,116 | $1,116 |
| 10TALENTS VIII - UBTI INCOME ITEMS | $49 | $0 | $49 |
| 10TALENTS VI - UBTI INCOME ITEMS | $654 | $0 | $654 |
| 10TALENTS VII - UBTI INCOME ITEMS | $5,596 | $0 | $5,596 |
| 10TALENTS XII - UBTI INCOME ITEMS | $3,320 | $0 | $3,320 |
| 10TALENTS PRIVATE FUND XI - UBTI LOSS ITEMS | -$125 | -$125 | |
| 10TALENTS PRIVATE FUND X - UBTI LOSS ITEMS | -$3,313 | -$3,313 | |
| 10TALENTS PRIVATE FUND IX - UBTI LOSS ITEMS | -$2,246 | -$2,246 | |
| 10TALENTS PRIVATE FUND VIII - UBTI LOSS ITEMS | -$612 | -$612 | |
| INTEREST ON TAX REFUND | $242 | $242 | $242 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $26,132 | Amt |
| Net Investment Income | $26,132 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,512 | $1,503 | $0 |
| SECTION 4940 TAX ON NET INVESTMENT INCOME | $1,718 | $0 | $0 |
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