2024-03-19T08:36:37-07:00 2023-12-31 310928310 Luper Neidenthal & Logan 1160 Dublin Rd Ste 400 Columbus OH 43215 990PF 2023-01-01 311736155 The Montei Foundation MONT 6142246828 5910 Venture Dr B Dublin OH 43017 WILLIAM K BURTON Trustee 2024-03-19 true WILLIAM K BURTON 999009999 true Roger T Whitaker P00049179 6142217663 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 22966863 X X 565465 565465 976620 2433303 976620 34363 1576448 1542085 164264 1292 103725 103725 14256 6844 266 283803 110569 0 1102184 1102184 1385987 110569 1102184 190461 1431516 84366 92948 92948 3002 3002 3002 18612761 18794641 22870913 1 18700129 18890592 22966863 1 1 0 X 18700128 18890592 18700128 18890592 18700129 18890592 18700128 190461 3 18890592 18890592 PUBLICLY TRADED SECURITIES P 1445 1636 -191 -191 PUBLICLY TRADED SECURITIES P 1365412 1455047 -89635 -89635 Capital Gain Dividends 1066446 976620 -89826 19898 19898 19898 23984 23984 X 4086 4086 false false false false false false false true true OH true false false false false true N/A William K Burton 6142246828 5910 Venture Dr Suite B Dublin OH 43017 false false false false true false false false false false false false false false false false false false false false false false JULIA K MONTEI 6251 MYAKKA VALLEY TRAIL SARASOTA FL 342419668 Trustee 1.00 54755 TODD R MONTEI 11114 SAGAMORE RD NW PICKERINGTON OH 43147 Trustee 1.00 54755 WILLIAM K BURTON 5910 VENTURE DR SUITE B DUBLIN OH 43017 Trustee 1.00 54755 NONE SEI PRIVATE TRUST COMPANY 1 FREEDOM VALLEY DR OAKS PA 19456 INVESTMENT ADVISORY SVCS 103725 21931212 104596 0 22035808 0 22035808 330537 21705271 1085264 1085264 19898 19898 1065366 1065366 1065366 1102184 1102184 1065366 9375 5703 6428 21506 1102184 0 1065366 36818 58324 0 9375 48949 5703 6428 36818 X Various Public Charities - See Sche See Schedule See Schedule OH 43215 None PC General Charitable Purposes 1102184 1102184 565465 34363 976620 599828 976620 1576448 false false false false false false false false false false Luper Neidenthal & Logan 1292 0 0 0 Rounding 1 Bank charges /check printing/wire fees 66 State Filing Fee 200 Other Investment Income 34363 Rounding adjustments 3 Investment Advisory Fees 103725 103725 0 0 2023 Estimated Excise Tax 7412 Foreign Taxes Withheld on Dividends 6844 6844