2022-10-25T13:58:31-05:00 2021-12-31 371206530 SCHEFFEL BOYLE 322 STATE ST ALTON IL 620026135 990PF 2021-01-01 475670994 KARI AND FRED BARTON CHARITABLE FOUNDATION KARI 6024303431 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 KAREN BARTON FOUNDATION DIRECTOR 6024303431 2022-10-20 1 KAREN BARTON 999009999 NICK HOFF CPA P02067270 6184654288 2022-10-18 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 5988325 X X 65057 65057 84140 84140 569855 2259551 568821 -950 -779 718102 717239 0 0 0 27209 27209 0 2868 2868 0 2311 2311 0 24599 24396 3 56987 56784 3 269000 269000 325987 56784 269003 392115 660455 21098 19329 19329 175 175 1092641 1092641 1041669 603830 695560 1041554 515889 406179 406180 2662775 3107179 3479418 4896233 5321063 5988325 0 0 X 0 0 0 0 4896233 5321063 4896233 5321063 4896233 5321063 4896233 392115 32715 5321063 0 5321063 CHARLES SCHWAB ST COV 2021-12-31 734910 699385 35525 35525 CHARLES SCHWAB LT COV 2021-12-31 1475732 990311 485421 485421 10TALENTS PRIVATE FUND IV P 2021-12-31 26384 26384 26384 10TALENTS PRIVATE FUND IX P 2021-12-31 992 992 992 10TALENTS PRIVATE FUND VII P 2021-12-31 1906 1906 1906 10TALENTS PRIVATE FUND VII P 2021-12-31 15769 15769 15769 10TALENTS PRIVATE FUND VII P 2021-12-31 215 215 215 10TALENTS PRIVATE FUND VI P 2021-12-31 1034 1034 0 0 10TALENTS PRIVATE FUND VI P 2021-12-31 713 713 713 10TALENTS PRIVATE FUND VI P 2021-12-31 1893 1893 1893 CAPITAL GAINS DIVIDENDS P 3 3 3 568821 9180 0 9180 0 9180 1240 0 12947 0 14187 0 5007 5007 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 48000 FONTBONNE UNIVERSITY 48000 ST. LOUIS UNIVERSITY HIGH SCHOOL 48000 WASHINGTON UNIVERSITY ST. LOUIS 48000 0 5874940 0 0 5874940 0 0 5874940 88124 5786816 289341 289341 9180 9180 280161 0 280161 0 280161 269003 0 269003 280161 0 0 1027 3037 4064 269003 0 0 0 269003 0 4064 4064 0 0 0 0 0 7094 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 1000 DIAN FOSSEY GORILLA FUND 800 CHEROKEE AVE SE ATLANTA GA 30315 NONE PC TO PROTECT GORILLAS 5000 FONTBONNE UNIVERSITY 6800 WYDOWN BLVD ST LOUIS MO 63105 NONE PC TO PROVIDE SCHOLARSHIPS 48000 FOREST PARK FOREVER 5595 GRAND DR ST LOUIS MO 63112 NONE PC TO SUPPORT THE PARK 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 2000 LEELANAU CONSERVANCY 105 NORTH FIRST ST LELAND MI 49654 NONE PC TO PRESERVE NATURE 1000 LOYOLA ACADEMY 3851 WASHINGTON BLVD ST LOUIS MO 63108 NONE PC TO PROVIDE SCHOLARSHIPS 1000 MARIAN MIDDLE SCHOOL 4130 WYOMING ST ST LOUIS MO 63116 NONE PC TO PROVIDE SCHOLARSHIPS 20000 PETER & PAUL COMMUNITY SERVICES 2612 WYOMING ST ST LOUIS MO 63118 NONE PC TO HELP HOMELESS 2000 ST ANN CATHOLIC CHURCH 7530 NATURAL BRIDGE RD ST LOUIS MO 63121 NONE PC TO SUPPORT CHURCHES 3000 ST GENEVIEVE CATHOLIC CHURCH 49 DUBOURG PL STE GENEVIEVE MO 63670 NONE PC TO SUPPORT CHURCHES 8000 ST LOUIS UNIVERSITY HIGH 4970 OAKLAND AVE ST LOUIS MO 63110 NONE PC TO PROVIDE SCHOLARSHIPS 48000 ST LOUIS WORLD FOOD DAY PO BOX 31156 ST LOUIS MO 63131 NONE PC TO END HUNGER 2500 ST PATRICK CENTER 800 N TUCKER ST LOUIS MO 63101 NONE PC TO HELP FAMILIES 3000 ST LOUIS FIRE ACADEMY 1266 SUTTER AVE ST LOUIS MO 63133 NONE PC TO TRAIN FIREFIGHTERS 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 48000 WASHINGTON UNIVERSITY ST LOUIS 1 BROOKINGS DR ST LOUIS MO 63130 NONE PC TO PROVIDE SCHOLARSHIPS 48000 WORLDWIDE FISTULA FUND 1100 E WOODFIELD RD SCHAUMBURG IL 60173 NONE PC TO HELP MOTHERS INJURED IN CHILDBIRTH 5000 269000 0 14 65057 14 84140 523000 157 14 626 523000 1034 18 568821 10 TALENTS VIII 14 -491 10TALENTS IX 14 -914 UBTI - 10TALENTS VII 523000 -328 863 717239 0 718102 0 0 0 0 0 0 0 0 0 0 CORPORATE BONDS 406179 406180 CORPORATE EQUITIES 695560 1041554 0 0 1092641 1041669 EXCHANGE TRADED FUNDS AT COST 2201477 2553482 REIT-CROWN CASTLE INTL CO AT COST 19148 35695 10TALENTS FUND IV AT COST 382130 382130 10TALENTS FUND VI AT COST 91130 91130 10TALENTS FUND VII AT COST 45550 45550 10TALENTS FUND VIII AT COST 67530 67530 10TALENTS FUND IX AT COST 10665 10665 10TALENTS FUND XI AT COST 5265 5265 CERTIFICATES OF DEPOSIT AT COST 284284 287971 STATE LATE FILING FEE 200 0 0 ADR FEES 42 42 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND IV LP 12317 12317 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VI LP 3833 3831 2 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VIII LP 2753 2752 1 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XI LP 714 714 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VII LP 3475 3475 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND IX LP 1265 1265 0 10TALENTS VI 37 37 37 10TALENTS VI 157 0 157 10TALENTS VII 589 589 589 10 TALENTS VIII -491 -491 -491 10TALENTS IX -914 -914 -914 UBTI - 10TALENTS VII -328 -328 UNREALIZED GAIN 32715 ADVISOR FEES 27209 27209 0 FOREIGN TAXES PAID 2311 2311 0