2024-11-14T18:25:15-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1000 SECOND AVE SUITE 3400 SEATTLE WA 981041022 990PF 2023-01-01 916563332 BARTON FAMILY FOUNDATION BART 2064707163 1600B SW DASH POINT RD 315 FEDERAL WAY WA 98023 SARAH BARTON TRUSTEE 2064707163 2024-11-12 1 1 RAQUEL R NELSON P00183672 2066211900 2024-11-12 2023 2024-10-15 13:58:12Z X 27526299 X X 2513 2513 285734 285734 14365 3820175 14365 302612 302612 0 0 0 0 0 7871 0 0 7871 19425 15540 0 3885 33136 33136 0 0 29710 1984 0 26226 48948 0 0 662 0 0 662 139752 50660 0 38644 5683905 5683905 5823657 50660 0 5722549 -5521045 251952 0 161405 49552 49552 10157717 6254943 19337389 6530333 6099129 5708876 2651448 222321 2478075 2429127 2429127 33 1355 1355 19327563 14834106 27526299 0 0 X 19327563 14834106 0 0 0 0 19327563 14834106 19327563 14834106 19327563 -5521045 1027588 14834106 0 14834106 SHORT TERM STOCK SALES P 2023-01-01 2023-12-31 2100981 2102383 -1402 -1402 LONG TERM STOCK SALES P 2001-01-01 2023-12-31 1719194 1703427 15767 15767 14365 -1402 3502 0 3502 0 3502 3041 0 4500 0 7541 16 4023 4023 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 1 1 N/A BAKER TILLY US LLP 2066211900 1000 SECOND AVE 34TH FLOOR SEATTLE WA 98104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD BARTON 1600B SW DASH POINT RD 315 FEDERAL WAY WA 98023 CO-TRUSTEE 1.00 0 0 0 SARAH BARTON 1600B SW DASH POINT RD 315 FEDERAL WAY WA 98023 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 25320294 95259 0 25415553 0 0 25415553 381233 25034320 1251716 1251716 3502 3502 1248214 0 1248214 0 1248214 5722549 0 5722549 1248214 0 0 1909378 1909378 5722549 0 0 0 1248214 4474335 0 0 6383713 0 0 0 0 0 0 0 6383713 1909378 4474335 RICHARD BARTON SARAH BARTON X ALZHEIMER'S ASSOCIATION 225 NORTH MICHIGAN AVENUE FLOOR 17 CHICAGO IL 60601 NONE PC GENERAL AND UNRESTRICTED 1000 EPIPHANY SCHOOL 3611 EAST DENNY WAY SEATTLE WA 98122 NONE PC GENERAL AND UNRESTRICTED 1000 FAMILY LAW CASA 16300 CHRISTENSEN ROAD SUITE 306 TUKWILA WA 98188 NONE PC GENERAL AND UNRESTRICTED 2601 GLEN LAKE ASSOCIATION PO BOX 551 GLEN ARBOR MI 49636 NONE PC GENERAL AND UNRESTRICTED 1030 MEDIC ONE FOUNDATION 11747 NE 1ST STREET 310 BELLEVUE WA 98005 NONE PC GENERAL AND UNRESTRICTED 1000 NORTHWEST HARVEST PO BOX 12272 SEATTLE WA 98102 NONE PC GENERAL AND UNRESTRICTED 3157 SCHOOL YEAR ABROAD 120 WATER STREET SUITE 310 NORTH ANDOVER MA 01845 NONE PC GENERAL AND UNRESTRICTED 1000 SEATTLE ART MUSEUM 1300 FIRST AVENUE SEATTLE WA 98101 NONE PC GENERAL AND UNRESTRICTED 5000 WASHINGTON STEM CENTER 210 S HUDSON ST SEATTLE WA 981342417 NONE PC GENERAL AND UNRESTRICTED 2500 PLYMOUTH HOUSING 2113 3RD AVE SEATTLE WA 98121 NONE PC GENERAL AND UNRESTRICTED 1000 SAN FRANCISCO FOOD BANK 900 PENNSYLVANIA AVENUE SAN FRANCISCO CA 94107 NONE PC GENERAL AND UNRESTRICTED 1000 ONE LOVE FOUNDATION PO BOX 69589 BALTIMORE MD 212649589 NONE PC GENERAL AND UNRESTRICTED 500 COVENANT HOUSE 461 EIGHTH AVENUE NEW YORK NY 10001 NONE PC GENERAL AND UNRESTRICTED 5000 ART AT A TIME LIKE THIS 32 MORTON STREET APT 6A NEW YORK NY 100144056 NONE PC GENERAL AND UNRESTRICTED 2500 BROTHERS FOR LIFE 1126 34TH AVE SUITE 309 SEATTLE WA 98122 NONE PC GENERAL AND UNRESTRICTED 10000 THE IF PROJECT 6523 CALIFORNIA AVE SW 288 SEATTLE WA 98136 NONE PC GENERAL AND UNRESTRICTED 2500 NATIONAL URBAN TECHNOLOGY CENTER INC 25 BROADWAY 12TH FL NEW YORK NY 100041056 NONE PC GENERAL AND UNRESTRICTED 2500 NEW YORK ROAD RUNNERS 156 WEST 56TH STREET 5TH FLOOR NEW YORK NY 10019 NONE PC GENERAL AND UNRESTRICTED 500 FARESTART PO BOX 84395 SEATTLE WA 98124 NONE PC GENERAL AND UNRESTRICTED 6700 ANTI DEFAMATION LEAUGUE 605 THIRD AVENIE NEW YORK NY 10158 NONE PC GENERAL AND UNRESTRICTED 2605 EMBARC PO BOX 221450 CHICAGO IL 60622 NONE PC GENERAL AND UNRESTRICTED 1000 COMMON SENSE 699 8TH ST SUITE C150 SAN FRANCISCO CA 94103 NONE PC GENERAL AND UNRESTRICTED 5000 INTERNATIONAL RESCUE COMMITTEE 1200 SOUTH 192ND STREET SUITE 101 SEATAC WA 98148 NONE PC GENERAL AND UNRESTRICTED 2500 FERNWOOD FOUNDATION 3246 CASCADIA AVE S SEATTLE WA 981447024 NONE PC GENERAL AND UNRESTRICTED 3090 NATIONAL MULTIPLE SCLEROSIS SOCIETY 180 NICKERSON ST STE 100 SEATTLE WA 98109 NONE PC GENERAL AND UNRESTRICTED 1000 MS GIFT PM BARTON FAMILY FUND 2000 WESTCHESTER AVE PURCHASE NY 10577 NONE PC GENERAL AND UNRESTRICTED 5618222 5683905 0 14 2513 14 285734 18 14365 0 302612 0 302612 1 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 19425 15540 0 3885 BUILDING 2019-06-01 1908987 173373 SL 39.000000000000 48948 0 0 LAND 2019-06-01 742461 L 0 0 0 MS VANGUARD ST BND (BSV) 6099129 5708876 DONATED-ZILLOW 5444610 18492400 MS ISHARES MSCI EM ETF (EEM) 97940 94896 MS ISHARES RUSSELL 3000ETF 341593 384331 MS ISHARES MSCI ACWI EX US ETF 240467 235805 SPDR BLOOMBERG 1-3 MO T-B 130333 129957 BUILDING 1908987 222321 1686666 1686666 LAND 742461 0 742461 742461 LEGAL FEES 7871 0 0 7871 DIVIDEND RECEIVABLE 33 1355 1355 OFFICE EXPENSE 662 0 0 662 BOOK/FMV DIFFERENCE OF PROPERTY DONATED TO DONOR ADVISED FUND 1027588 INVESTMENT ADVISORY FEES 33136 33136 0 0 EXCISE TAXES 1500 0 0 0 FOREIGN TAXES 1984 1984 0 0 PROPERTY TAXES 26226 0 0 26226