2024-11-14T10:37:39-06:00 2023-12-31 371206530 SCHEFFEL BOYLE 322 STATE ST ALTON IL 620026135 990PF 2023-01-01 475670994 KARI AND FRED BARTON CHARITABLE FOUNDATION KARI 6024303431 125 DORY ROAD NORTH NORTH PALM BEACH FL 33408 KAREN BARTON FOUNDATION DIRECTOR 6024303431 2024-11-08 1 0 NICK HOFF CPA P02067270 6184654288 2024-11-08 2023 2024-10-15 13:58:12Z X X 5516512 X X 149693 149360 47197 1710067 45777 6293 2970 203183 198107 0 0 0 26132 26132 0 3230 1503 0 57742 50768 3 87104 78403 3 211500 211500 298604 78403 211503 -95421 119704 42362 137923 137923 12482 10957 12482 12482 9200 2475 2475 1095278 1348719 1267459 664658 454323 760376 101713 0 0 3252277 3120948 3335797 5176445 5076870 5516512 0 0 X 0 0 0 0 5176445 5076870 5176445 5076870 5176445 5076870 5176445 -95421 0 5081024 4154 5076870 CHARLES SCHWAB ST COV P 2023-01-01 2023-12-31 506880 522056 -15176 -15176 CHARLES SCHWAB LT COV P 2022-01-01 2023-12-31 1182238 1138537 43701 43701 10TALENTS VI P 2023-01-01 2023-12-31 43 43 43 10TALENTS VI P 2022-01-01 2023-12-31 2277 -2277 -2277 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 12798 12798 12798 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 1583 1583 1583 10TALENTS X P 2022-01-01 2023-12-31 1471 1471 1471 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 2386 2386 2386 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 45777 1664 0 1664 0 1664 2475 0 2500 0 4975 0 3311 3311 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A KAREN BARTON 6024303431 125 DORY ROAD NORTH NORTH PALM BEACH FL 33408 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 FONTBONNE UNIVERSITY 30000 ST LOUIS FIRE ACADEMY 22000 MARIAN MIDDLE SCHOOL 20000 UNIVERSITY OF NOTRE DAME, WASHINGTON UNIVERSITY ST LOUIS, ST LOUIS UNIVERSITY HIGH SCHOOL 20000 0 5342761 0 0 5342761 0 0 5342761 80141 5262620 263131 263131 1664 1664 261467 0 261467 0 261467 211503 0 211503 261467 25554 0 0 211503 25554 0 0 185949 0 0 0 0 0 0 0 0 75518 0 0 0 JAMES FRED BARTON III KAREN BARTON 125 DORY ROAD NORTH NORTH PALM BEACH FL 33408 6024306484 PROPOSALS SUBMITTED TO KAREN BARTON SHOULD INCLUDE FINANCIAL INFORMATION OF THE APPLICANT AND HOW THE APPLICANT PLANS TO USE ANY FUNDING RECEIVED NO SUBMISSION DEADLINES THE FOUNDATION MAKES GRANTS TO PUBLIC CHARITIES (501(C)(3))DEEMED TO BE PARTICULARLY IMPORTANT TO THE TRUSTEES AND ADVISORY BOARD. 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 2000 BUSCH WILDLIFE SANCTUARY 17855 ROCKY PINES RD JUPITER FL 33478 NONE PC TO SUPPORT WILDLIFE 1000 FONTBONNE UNIVERSITY 6800 WYDOWN BLVD ST LOUIS MO 63105 NONE PC TO PROVIDE SCHOLARSHIPS 30000 FOREST PARK FOREVER 5595 GRAND DR ST LOUIS MO 63112 NONE PC TO SUPPORT THE PARK 5000 GRAND TRAVERSE REGIONAL LAND CONSERVANCY 2846 N THREE MILE RD TRAVERSE CITY MI 49686 NONE PC TO PROTECT SIGNIFICANT NATURAL, SCENIC, AND FARM LANDS 1000 JACKIE JOYNER-KERSEE FOUNDATION 101 JACKIE JOYNER KERSEE CIR EAST ST LOUIS IL 62204 NONE PC TO HELP KIDS 10000 LEELANAU CONSERVANCY 105 NORTH FIRST ST LELAND MI 49654 NONE PC TO PRESERVE NATURE 1000 MARIAN MIDDLE SCHOOL 4130 WYOMING ST ST LOUIS MO 63116 NONE PC TO PROVIDE SCHOLARSHIPS 20000 MISSOURI BOTANICAL GARDEN 4344 SHAW BLVD ST LOUIS MO 63110 NONE PC TO SUPPORT GARDEN 5000 PETER & PAUL COMMUNITY SERVICES 2612 WYOMING ST ST LOUIS MO 63118 NONE PC TO HELP HOMELESS 2500 ROHAN WOODS SCHOOL 1515 BENNETT AVE ST LOUIS MO 63122 NONE PC TO PREPARE CHILDREN FOR SUCCESS BY PROVIDING A CHALLENGING, INTEGRATED LEARNING APPROACH 1000 ST GENEVIEVE CATHOLIC CHURCH 49 DUBOURG PL STE GENEVIEVE MO 63670 NONE PC TO SUPPORT CHURCHES 14000 ST LOUIS POLICE FOUNDATION 9761 CLAYTON RD ST LOUIS MO 63124 NONE PC TO SUPPORT POLICE DEPARTMENTS 9000 ST LOUIS UNIVERSITY HIGH 4970 OAKLAND AVE ST LOUIS MO 63110 NONE PC TO PROVIDE SCHOLARSHIPS 20000 ST PATRICK CENTER 800 N TUCKER ST LOUIS MO 63101 NONE PC TO HELP FAMILIES 10000 ST LOUIS FIRE ACADEMY 1266 SUTTER AVE ST LOUIS MO 63133 NONE PC TO TRAIN FIREFIGHTERS 22000 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 5000 THE CRUDEM FOUNDATION 362 SEWALL STREET LUDLOW MA 01056 NONE PC TO PROVIDE MEDICAL CARE 2500 TRAILNET 411 NORTH 10TH ST STE 202 ST LOUIS MO 63101 NONE PC TO PROMOTE HEALTHY WAYS OF TRANSPORTATION 5000 UNIVERSITY OF NOTRE DAME NOTRE DAME AVE NOTRE DAME IN 46556 NONE PC TO PROVIDE SCHOLARSHIPS 20000 WASHINGTON UNIVERSITY ST LOUIS 1 BROOKINGS DR ST LOUIS MO 63130 NONE PC TO PROVIDE SCHOLARSHIPS 20000 WORLDWIDE FISTULA FUND 1100 E WOODFIELD RD SCHAUMBURG IL 60173 NONE PC TO HELP MOTHERS INJURED IN CHILDBIRTH 5000 211500 0 523000 333 14 149360 523000 9619 14 2728 523000 1420 18 45777 10TALENTS PRIVATE FUND XI - UBTI LOSS ITEMS 523000 -125 10TALENTS PRIVATE FUND X - UBTI LOSS ITEMS 523000 -3313 10TALENTS PRIVATE FUND IX - UBTI LOSS ITEMS 523000 -2246 10TALENTS PRIVATE FUND VIII - UBTI LOSS ITEMS 523000 -612 INTEREST ON TAX REFUND 01 242 5076 198107 0 203183 0 0 0 0 0 0 0 0 0 0 OWNERSHIP IN BUSINESS ENTERPRISE PART VI-B, LINE 3A THE FOUNDATION OWNS A 3.92% INTEREST IN 10TALENTS PRIVATE FUND IV LP CORPORATE EQUITIES 454323 760376 0 0 1348719 1267459 EXCHANGE TRADED FUNDS AT COST 1775223 1997590 10TALENTS FUND IV AT COST 441630 441630 10TALENTS FUND VI AT COST 100610 100610 10TALENTS FUND VII AT COST 68200 68200 10TALENTS FUND VIII AT COST 136980 136980 10TALENTS FUND IX AT COST 70065 70065 10TALENTS FUND XI AT COST 48856 48856 10TALENTS FUND X AT COST 50700 50700 10TALENTS FUND XII AT COST 100950 100950 10TALENTS FUND XIII AT COST 48450 48450 CERTIFICATES OF DEPOSIT AT COST 279284 271766 UNREALIZED LOSS 4154 ADR FEES 11 11 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND IV LP 15096 15096 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VI LP 3915 3462 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VIII LP 3973 2528 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XI LP 4707 4707 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VII LP 10754 8927 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND IX LP 4140 3527 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND X LP 3603 3600 3 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XII LP 8139 5507 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XIII LP 3403 3403 0 1231 LOSS UBTI - 10TALENTS PRIVATE FUND VIII 1 0 0 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 1116 1116 1116 10TALENTS VIII - UBTI INCOME ITEMS 49 0 49 10TALENTS VI - UBTI INCOME ITEMS 654 0 654 10TALENTS VII - UBTI INCOME ITEMS 5596 0 5596 10TALENTS XII - UBTI INCOME ITEMS 3320 0 3320 10TALENTS PRIVATE FUND XI - UBTI LOSS ITEMS -125 -125 10TALENTS PRIVATE FUND X - UBTI LOSS ITEMS -3313 -3313 10TALENTS PRIVATE FUND IX - UBTI LOSS ITEMS -2246 -2246 10TALENTS PRIVATE FUND VIII - UBTI LOSS ITEMS -612 -612 INTEREST ON TAX REFUND 242 242 242 ADVISOR FEES 26132 26132 0 FOREIGN TAXES PAID 1512 1503 0 SECTION 4940 TAX ON NET INVESTMENT INCOME 1718 0 0