2023-11-06T11:51:09-06:00 2022-12-31 371206530 SCHEFFEL BOYLE 322 STATE ST ALTON IL 620026135 990PF 2022-01-01 475670994 KARI AND FRED BARTON CHARITABLE FOUNDATION KARI 6024303431 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 KAREN BARTON FOUNDATION DIRECTOR 6024303431 2023-11-01 1 KAREN BARTON 999009999 0 NICK HOFF CPA P02067270 6184654288 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5327069 X X 147122 146569 48507 2317111 45202 4102 1212 199731 192983 0 0 0 26919 26919 0 4792 4792 0 9911 1971 0 41954 35698 15 83576 69380 15 250000 250000 333576 69380 250015 -133845 123603 19329 42362 42362 10957 10957 10957 175 9200 9200 1092641 1095278 979027 695560 664658 867493 406179 101713 99649 3107179 3252277 3318381 5321063 5176445 5327069 0 0 X 0 0 0 0 5321063 5176445 5321063 5176445 5321063 5176445 5321063 -133845 0 5187218 10773 5176445 10TALENTS FUND VI P 2022-01-01 2022-12-31 1435 -1435 -1435 10TALENTS FUND VI P 2021-01-01 2022-12-31 328 -328 -328 10TALENTS FUND VII P 2022-01-01 2022-12-31 66 -66 -66 10TALENTS FUND VII P 2021-01-01 2022-12-31 12764 12764 12764 10TALENTS FUND VIII P 2022-01-01 2022-12-31 6 -6 -6 10TALENTS FUND X P 2022-01-01 2022-12-31 39 -39 -39 10TALENTS FUND XII P 2022-01-01 2022-12-31 4 -4 -4 10TALENTS FUND XII P 2021-01-01 2022-12-31 675 675 675 CHARLES SCHWAB ST COV P 2022-01-01 2022-12-31 1054492 1139550 -85058 -85058 CHARLES SCHWAB LT COV P 2021-01-01 2022-12-31 1248815 1130481 118334 118334 UBTI FROM PARTNERSHIPS P 2022-01-01 2022-12-31 0 0 UBTI FROM PARTNERSHIPS P 2021-01-01 2022-12-31 0 0 CAPITAL GAINS DIVIDENDS P 365 365 365 45202 1718 0 1718 0 1718 9442 0 0 0 9442 0 7724 7724 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 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 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 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 TRUSTEE 4.00 0 0 0 KAREN BARTON 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 TRUSTEE 4.00 0 0 0 KELLI BARTON 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 ADVISORY COMMITTEE 1.00 0 0 0 ANN MARIE BARTON 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 ADVISORY COMMITTEE 1.00 0 0 0 EMILY BARTON 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 ADVISORY COMMITTEE 1.00 0 0 0 VANCE CROWE 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 ADVISORY COMMITTEE 1.00 0 0 0 MICHAEL JEWELL 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 ADVISORY COMMITTEE 1.00 0 0 0 JIM MAHER 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 ADVISORY COMMITTEE 1.00 0 0 0 NONE 0 NONE 0 UNIVERSITY OF NOTRE DAME 20000 FONTBONNE UNIVERSITY 70000 ST. LOUIS FIRE ACADEMY 22000 WASHINGTON UNIVERSITY ST. LOUIS 20000 0 5486152 0 0 5486152 0 0 5486152 82292 5403860 270193 270193 1718 1718 268475 0 268475 0 268475 250015 0 250015 268475 7094 0 0 250015 7094 0 0 242921 0 0 0 0 0 0 0 0 25554 0 0 0 JAMES FRED BARTON III KAREN BARTON 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 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. 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 6000 FONTBONNE UNIVERSITY 6800 WYDOWN BLVD ST LOUIS MO 63105 NONE PC TO PROVIDE SCHOLARSHIPS 70000 FOREST PARK FOREVER 5595 GRAND DR ST LOUIS MO 63112 NONE PC TO SUPPORT THE PARK 2500 FOSTER CARE TO SUCCESS 23811 CHAGRIN BLVD STE 210 CLEVELAND OH 44122 NONE PC TO SUPPORT COLLEGE FUND FOR FOSTER YOUTH 6000 GATEWAY OFF-ROAD CYCLISTS 5673 WRENWYCK PLACE WELDON SPRING MO 63304 NONE PC TO HELP GROW THE ST. LOUIS REGION'S TRAIL NETWORK 1000 JACKIE JOYNER-KERSEE FOUNDATION 101 JACKIE JOYNER KERSEE CIR EAST ST LOUIS IL 62204 NONE PC TO HELP KIDS 10000 KOREAN WAR VETERANS MEMORIAL FOUNDATION 10301 MCKINSTRY MILL RD NEW WINDSOR MD 21776 NONE PC TO MAINTAIN MEMORIALS 6000 LEELANAU CONSERVANCY 105 NORTH FIRST ST LELAND MI 49654 NONE PC TO PRESERVE NATURE 2000 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 2000 PETER & PAUL COMMUNITY SERVICES 2612 WYOMING ST ST LOUIS MO 63118 NONE PC TO HELP HOMELESS 2500 ST GENEVIEVE CATHOLIC CHURCH 49 DUBOURG PL STE GENEVIEVE MO 63670 NONE PC TO SUPPORT CHURCHES 10000 ST LOUIS POLICE FOUNDATION 9761 CLAYTON RD ST LOUIS MO 63124 NONE PC TO SUPPORT POLICE DEPARTMENTS 2500 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 8000 ST LOUIS FIRE ACADEMY 1266 SUTTER AVE ST LOUIS MO 63133 NONE PC TO TRAIN FIREFIGHTERS 22000 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 10000 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 250000 0 523000 553 14 146569 523000 2890 14 1212 523000 3305 18 45202 6748 192983 0 199731 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 BONDS 101713 99649 CORPORATE EQUITIES 664658 867493 0 0 1095278 979027 EXCHANGE TRADED FUNDS AT COST 2151215 2228009 REIT-CROWN CASTLE INTL CO AT COST 19148 23194 10TALENTS FUND IV AT COST 417130 417130 10TALENTS FUND VI AT COST 94790 94790 10TALENTS FUND VII AT COST 77500 77500 10TALENTS FUND VIII AT COST 90330 90330 10TALENTS FUND IX AT COST 45765 45765 10TALENTS FUND XI AT COST 15915 15915 10TALENTS FUND X AT COST 35700 35700 10TALENTS FUND XII AT COST 7500 7500 10TALENTS FUND XIII AT COST 18000 18000 CERTIFICATES OF DEPOSIT AT COST 279284 264548 UNREALIZED LOSS 10773 BANK SERVICE CHARGES 92 92 0 ADR FEES 26 26 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND IV LP 12821 12821 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VI LP 3164 3164 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VIII LP 2359 2358 1 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XI LP 2788 2788 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VII LP 6215 6213 2 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND IX LP 1656 1656 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND X LP 886 874 12 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XII LP 1919 1919 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XIII LP 2334 2334 0 1231 LOSS - 10TALENTS PRIVATE FUND VII 1453 1453 0 UBTI EXPENSES FROM PARTNERSHIP 6241 0 0 10TALENTS VI 4 4 4 10TALENTS VII 533 533 533 10TALENTS VII 174 174 174 10TALENTS VII 60 60 60 10TALENTS VIII 27 27 27 10TALENTS XII 95 95 95 10TALENTS XII 107 107 107 10TALENTS XII 212 212 212 UBTI FROM PARTNERSHIPS 2890 0 2890 ADVISOR FEES 26919 26919 0 FOREIGN TAXES PAID 1971 1971 0 SECTION 4940 TAX ON NET INVESTMENT INCOME 7940 0 0