2025-11-17T08:51:32-06:00 2024-12-31 371206530 SCHEFFEL BOYLE 322 STATE ST ALTON IL 620026135 990PF 2024-01-01 475670994 KARI AND FRED BARTON CHARITABLE FOUNDATION KARI 6024303431 125 DORY ROAD NORTH NORTH PALM BEACH FL 33408 KAREN BARTON FOUNDATION DIRECTOR 6024303431 2025-11-13 1 0 NICK HOFF CPA P02067270 6184654288 2025-11-13 2024 2025-03-06 01:10:19Z X 5648767 X X 155530 154375 326130 1842150 318166 12347 1444 494007 473985 0 0 0 7903 7903 0 49410 49410 0 27245 27245 0 3545 1851 0 392 392 62024 56614 6 150519 143415 6 247500 247500 398019 143415 247506 95988 330570 137923 471925 471925 14398 12482 14398 14398 2475 3311 3311 1348719 1427868 1336910 454323 382856 621444 0 245025 242587 3120948 2628753 2958192 5076870 5174136 5648767 0 0 X 0 0 0 0 5076870 5174136 5076870 5174136 5076870 5174136 5076870 95988 1278 5174136 0 5174136 CHARLES SCHWAB ST COV P 2024-01-01 2024-12-31 380695 353792 26903 26903 ISHARES GOLD ETF P 2024-01-01 2024-12-31 144 144 144 CHARLES SCHWAB LT COV P 2023-01-01 2024-12-31 1414004 1149656 264348 264348 10TALENTS FUND IV P 2023-01-01 2024-12-31 19165 19165 19165 10TALENTS FUND VI P 2023-01-01 2024-12-31 2560 -2560 -2560 10TALENTS FUND VI UBTI P 2023-01-01 2024-12-31 0 0 10TALENTS FUND XI P 2024-01-01 2024-12-31 219 219 219 10TALENTS FUND XI P 2023-01-01 2024-12-31 2258 2258 2258 10TALENTS FUND XI UBTI P 2024-01-01 2024-12-31 0 0 10TALENTS FUND X P 2024-01-01 2024-12-31 812 812 812 10TALENTS FUND X P 2023-01-01 2024-12-31 49 -49 -49 10TALENTS FUND IX UBTI P 2023-01-01 2024-12-31 1 1 0 0 10TALENTS FUND XVI UBTI P 2024-01-01 2024-12-31 1 1 0 0 10TALENTS FUND XVI UBTI P 2023-01-01 2024-12-31 11 11 0 0 10TALENTS FUND XVI P 2024-01-01 2024-12-31 429 429 429 10TALENTS FUND XVI P 2023-01-01 2024-12-31 1537 1537 1537 10TALENTS FUND XII P 2024-01-01 2024-12-31 976 976 976 10TALENTS FUND XII P 2023-01-01 2024-12-31 5834 5834 5834 10TALENTS FUND XII UBTI P 2024-01-01 2024-12-31 260 260 0 0 10TALENTS FUND XII UBTI P 2023-01-01 2024-12-31 2797 2797 0 0 10TALENTS FUND VII UBTI P 2024-01-01 2024-12-31 3 3 0 0 10TALENTS FUND VII UBTI P 2023-01-01 2024-12-31 9123 9123 0 0 10TALENTS FUND VII P 2024-01-01 2024-12-31 168 168 168 10TALENTS FUND VII P 2023-01-01 2024-12-31 3713 3713 3713 10TALENTS FUND VIII UBTI P 2023-01-01 2024-12-31 0 0 10TALENTS FUND VIII P 2023-01-01 2024-12-31 5731 -5731 -5731 318166 4595 0 4595 0 4595 0 0 11300 0 11300 94 6611 6611 0 0 0 0 0 0 0 0 0 1 1 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 UNIVERSITY OF NOTRE DAME 40000 FIREFIGHTER AND EMS AMBASSADORS SCHOLARSHIP FUND 25000 MARIAN MIDDLE SCHOOL 20000 ST LOUIS POLICE FOUNDATION 20000 0 5645376 0 0 5645376 0 0 5645376 84681 5560695 278035 278035 4595 2666 7261 270774 0 270774 0 270774 247506 0 247506 270774 75518 0 0 247506 75518 0 0 171988 0 0 0 0 0 0 0 0 98786 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. BEAUTIFY LADUE 9216 CLAYTON ROAD STE 103 LADUE MO 63124 NONE PC TO CREATE AN EVEN MORE BEAUTIFUL CITY 2000 BENZONIA PUBLIC LIBRARY 891 MICHIGAN AVE BENZONIA MI 49616 NONE PC TO PRESERVE YESTERDAY, ENRICH TODAY, AND INSPIRE TOMORROW IN THE COMMUNITY 1000 BOYS HOPE GIRLS HOPE OF ST LOUIS 8027 ELINOR AVE RICHMOND HEIGHTS MO 63117 NONE PC TO HELP KIDS WITH EDUCATION 2000 FIREFIGHTER AND EMS AMBASSADORS SCHOLARSHIP FUND 9811 S 40 DR ST LOUIS MO 63124 NONE PC TO PROVIDE RESOURCES FOR ECONOMICALLY DISADVANTAGED INDIVIDUALS AND PROMOTE DIVERSITY IN THE FIRST RESPONDER COMMUNITY 25000 FOREST PARK FOREVER 5595 GRAND DR ST LOUIS MO 63112 NONE PC TO SUPPORT THE PARK 3000 GATEWAY OFF-ROAD CYCLISTS 5673 WRENWYCK PLACE WELDON SPRING MO 63304 NONE PC TO HELP GROW THE ST. LOUIS REGION'S TRAIL NETWORK 2500 GRAND TRAVERSE REGIONAL LAND CONSERVANCY 2846 N THREE MILE RD TRAVERSE CITY MI 49686 NONE PC TO PROTECT SIGNIFICANT NATURAL, SCENIC, AND FARM LANDS 3000 HOLY NAME MEDICAL CENTER 718 TEANECK ROAD TEANECK NJ 07666 NONE PC TO HELP BUILD A HEALTHIER COMMUNITY 2500 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 4000 MARIAN MIDDLE SCHOOL 4130 WYOMING ST ST LOUIS MO 63116 NONE PC TO PROVIDE SCHOLARSHIPS 20000 O'FALLON PROFESSIONAL FIREFIGHTERS COMMUNITY OUTREACH 111 LAURA K DRIVE OFALLON MO 63366 NONE PC TO SERVE CITIZENS AND ORGANIZATIONS IN NEED WITHIN THE FIRE DISTRICT BOUNDARIES 9000 ROHAN WOODS SCHOOL 1515 BENNETT AVE ST LOUIS MO 63122 NONE PC TO PREPARE CHILDREN FOR SUCCESS BY PROVIDING A CHALLENGING, INTEGRATED LEARNING APPROACH 2000 ST CLAIRE CATHOLIC CHURCH 821 PROSPERITY FARMS ROAD NORTH PALM BEACH FL 33408 NONE PC TO SUPPORT CHURCHES 11500 ST GENEVIEVE CATHOLIC CHURCH 49 DUBOURG PL STE GENEVIEVE MO 63670 NONE PC TO SUPPORT CHURCHES 17000 ST LOUIS HELP 9709 DIELMN RCK ISLND DR ST LOUIS MO 63132 NONE PC TO PROVIDE MEDICAL EQUIPMENT TO THOSE IN NEED 500 ST LOUIS POLICE FOUNDATION 9761 CLAYTON RD ST LOUIS MO 63124 NONE PC TO SUPPORT POLICE DEPARTMENTS 20000 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 5000 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 12500 TRAILNET 411 NORTH 10TH ST STE 202 ST LOUIS MO 63101 NONE PC TO PROMOTE HEALTHY WAYS OF TRANSPORTATION 2500 UNIVERSITY OF NOTRE DAME NOTRE DAME AVE NOTRE DAME IN 46556 NONE PC TO PROVIDE SCHOLARSHIPS 40000 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 2500 247500 0 523000 1155 14 154375 523000 13909 14 1444 523000 7964 18 318166 10TALENTS PRIVATE FUND XI - UBTI LOSS ITEMS 523000 -205 10TALENTS VINTAGE FUND I - UBTI LOSS ITEMS 523000 -75 10TALENTS PRIVATE FUND IX - UBTI LOSS ITEMS 523000 -2476 10TALENTS PRIVATE FUND VIII - UBTI LOSS ITEMS 523000 -250 20022 473985 0 494007 0 0 0 0 0 0 0 0 0 0 SCHEFFEL 49410 49410 0 CORPORATE BONDS 245025 242587 CORPORATE EQUITIES 382856 621444 154839 149719 1273029 1187191 EXCHANGE TRADED FUNDS AT COST 1446912 1776351 10TALENTS FUND IV AT COST 423630 423630 10TALENTS FUND VI AT COST 106010 106010 10TALENTS FUND VII AT COST 46150 46150 10TALENTS FUND VIII AT COST 141930 141930 10TALENTS FUND IX AT COST 113715 113715 10TALENTS FUND XI AT COST 73156 73156 10TALENTS FUND X AT COST 61050 61050 10TALENTS FUND XII AT COST 101400 101400 10TALENTS FUND XIII AT COST 73800 73800 10TALENTS FUND XV AT COST 6000 6000 10TALENTS FUND XVI AT COST 35000 35000 LEGAL FEE 7903 7903 0 ADR FEES 20 20 0 MARGIN INTEREST 39 39 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND IV LP 13600 13600 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VI LP 3812 3810 2 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VIII LP 2585 2585 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XI LP 4979 4979 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND VII LP 5261 5260 1 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND IX LP 4428 4428 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND X LP 3979 3978 1 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XII LP 6996 6994 2 OTHER DEDUCTIONS - 10TALENTS VINTAGE FUND I LP 122 122 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XV LP 1549 1549 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XIII LP 3984 3984 0 OTHER DEDUCTIONS - 10TALENTS PRIVATE FUND XVI LP 5266 5266 0 UBTI EXPENSES FROM PARTNERSHIP 5404 0 0 10TALENTS XVI 10 10 10 10TALENTS XVI 8 8 8 10TALENTS IX 29 29 29 10TALENTS VII 314 314 314 10TALENTS X 16 16 16 10TALENTS X 101 101 101 10TALENTS VII 217 217 217 10TALENTS VIII 148 148 148 10TALENTS VIII 23 23 23 10TALENTS XI 64 64 64 10TALENTS XII 312 312 312 10TALENTS XII 202 202 202 10TALENTS VIII - UBTI INCOME ITEMS 37 0 37 10TALENTS VI - UBTI INCOME ITEMS 857 0 857 10TALENTS VII - UBTI INCOME ITEMS 9648 0 9648 10TALENTS XII - UBTI INCOME ITEMS 1563 0 1563 10TALENTS X - UBTI INCOME ITEMS 1761 0 1761 10TALENTS XVI - UBTI INCOME ITEMS 43 0 43 10TALENTS PRIVATE FUND XI - UBTI LOSS ITEMS -205 -205 10TALENTS VINTAGE FUND I - UBTI LOSS ITEMS -75 -75 10TALENTS PRIVATE FUND IX - UBTI LOSS ITEMS -2476 -2476 10TALENTS PRIVATE FUND VIII - UBTI LOSS ITEMS -250 -250 UNREALIZED GAIN 1278 ADVISOR FEES 27245 27245 0 FOREIGN TAXES PAID 1881 1851 0 SECTION 4940 TAX ON NET INVESTMENT INCOME 1664 0 0