2021-11-12T15:59:36-06:00 2020-12-31 371206530 SCHEFFEL BOYLE 322 STATE ST ALTON IL 620026135 990PF 2020-01-01 475670994 KARI AND FRED BARTON CHARITABLE FOUNDATION KARI 6024303431 14410 CYPRESS ISLAND COURT PALM BEACH GARDENS FL 33410 KAREN BARTON FOUNDATION DIRECTOR 6024303431 2021-11-11 1 KAREN BARTON 999009999 NICK HOFF CPA P02067270 6184654288 2021-11-10 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 5554798 X X 75508 75508 53133 53133 -4056 1775700 0 -29 7 124556 128648 0 0 0 24658 24658 0 1886 1886 0 12931 12931 0 39475 39475 0 250000 250000 289475 39475 250000 -164919 89173 49266 21098 21098 1205748 1092641 1062780 605249 603830 901591 821054 515889 516689 2373512 2662775 3052640 5054829 4896233 5554798 0 0 X 0 0 0 0 5054829 4896233 5054829 4896233 5054829 4896233 5054829 -164919 6323 4896233 0 4896233 CHARLES SCHWAB ST COV 2020-12-31 692767 604635 88132 88132 CHARLES SCHWAB LT COV 2020-12-31 1079879 1175121 -95242 -95242 10TALENTS PRIVATE FUND VII LP P 2020-12-31 82 82 82 10TALENTS PRIVATE FUND VII LP P 2020-12-31 2904 2904 2904 10TALENTS PRIVATE FUND VI LP P 2020-12-31 68 68 68 -4056 1240 0 1240 0 1240 2305 0 0 0 2305 0 1065 1065 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 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 52000 FONTBONNE UNIVERSITY 32000 ST. LOUIS UNIVERSITY HIGH SCHOOL 32000 WASHINGTON UNIVERSITY ST. LOUIS 32000 0 5141072 0 0 5141072 0 0 5141072 77116 5063956 253198 253198 1240 1240 251958 0 251958 0 251958 250000 0 250000 0 250000 251958 0 0 2985 3037 6022 250000 0 0 0 250000 0 1958 1958 4064 0 0 0 0 0 0 0 4064 1027 3037 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 DIAN FOSSEY GORILLA FUND 800 CHEROKEE AVE SE ATLANTA GA 30315 NONE PC TO PROTECT GORILLAS 8000 FONTBONNE UNIVERSITY 6800 WYDOWN BLVD ST LOUIS MO 63105 NONE PC TO PROVIDE SCHOLARSHIPS 32000 FOREST PARK FOREVER 5595 GRAND DR ST LOUIS MO 63112 NONE PC TO SUPPORT THE PARK 1000 HAWTHORNE LEADERSHIP SCHOOL FOR GIRLS 1901 N KINGSHIGHWAY ST LOUIS MO 63113 NONE PC TO HELP KIDS WITH EDUCATION 3000 JACKIE JOYNER-KERSEE FOUNDATION 101 JACKIE JOYNER KERSEE CIR EAST ST LOUIS IL 62204 NONE PC TO HELP KIDS 10000 KENRICK-GLENNON SEMINARY 5200 GLENNON DR ST LOUIS MO 63119 NONE PC TO PREPARE MEN FOR PRIESTHOOD 1000 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 LIVING LANDS & WATERS 17624 ROUTE 84 N GREAT RIVER RD EAST MOLINE IL 61244 NONE PC TO PROTECT THE ENVIRONMENT 2500 LOYOLA ACADEMY 3851 WASHINGTON BLVD ST LOUIS MO 63108 NONE PC TO PROVIDE SCHOLARSHIPS 3000 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 ANN PLACE 2107 N DIXIE HWY WEST PALM BEACH FL 33407 NONE PC TO HELP HOMELESS 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 32000 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 8000 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 2000 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 52000 WASHINGTON UNIVERSITY ST LOUIS 1 BROOKINGS DR ST LOUIS MO 63130 NONE PC TO PROVIDE SCHOLARSHIPS 32000 WORLDWIDE FISTULA FUND 1100 E WOODFIELD RD SCHAUMBURG IL 60173 NONE PC TO HELP MOTHERS INJURED IN CHILDBIRTH 5000 250000 0 14 75508 14 53133 14 7 18 -4056 10TALENTS VI 523000 2 10TALENTS VII 523000 -38 -36 124592 0 124556 0 0 0 0 0 0 0 0 0 0 CORPORATE BONDS 515889 516689 CORPORATE EQUITIES 603830 901591 0 0 1092641 1062780 EXCHANGE TRADED FUNDS AT COST 1982955 2352311 REIT-CROWN CASTLE INTL CO AT COST 24201 34544 10TALENTS FUND IV AT COST 325600 325600 10TALENTS FUND VI AT COST 26930 26930 10TALENTS FUND VII AT COST 18805 18805 CERTIFICATES OF DEPOSIT AT COST 284284 294450 ADR FEES 40 40 0 NET SECTION 1231 LOSS 43 43 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND IV LP 8775 8775 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VI LP 1617 1617 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VIII LP 410 410 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VII LP 2046 2046 0 10TALENTS VI -19 -19 -19 10TALENTS VII 26 26 26 10TALENTS VI 2 2 10TALENTS VII -38 -38 TIMING DIFFERENCES 6323 ADVISOR FEES 24658 24658 0 FOREIGN TAXES PAID 1886 1886 0