Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
MONETA GROUP CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 S BRENTWOOD BLVD STE 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT LOUIS, MO63105
A Employer identification number

43-1871586
B Telephone number (see instructions)

(314) 726-2300
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,756,707J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 348,419
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 24,612 24,612  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 58,262
b Gross sales price for all assets on line 6a 187,938
7 Capital gain net income (from Part IV, line 2)... 120,129
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 431,293 144,741  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,721 721   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,240 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,961 721   0
25 Contributions, gifts, grants paid....... 268,365 268,365
26 Total expenses and disbursements. Add lines 24 and 25 278,326 721   268,365
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 152,967
b Net investment income (if negative, enter -0-) 144,020
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 122,648 183,000 183,000
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment9,212 25,195
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,363,710 Click to see attachment1,447,113 1,548,512
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,486,358 1,639,325 1,756,707
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,486,358 1,639,325
30 Total net assets or fund balances (see instructions)..... 1,486,358 1,639,325
31 Total liabilities and net assets/fund balances (see instructions). 1,486,358 1,639,325
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,486,358
2
Enter amount from Part I, line 27a .....................
2
152,967
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,639,325
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,639,325
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FIDELITY #1285 D    
b FIDELITY #1871 P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 37,050   37,172 -122
b 93,463   30,637 62,826
c 57,425     57,425
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -122
b       62,826
c       57,425
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 120,129
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 264,519 1,690,662 0.156459
2016 275,801 1,520,696 0.181365
2015 247,662 1,604,587 0.154346
2014 227,407 1,581,523 0.143790
2013 253,917 1,457,149 0.174256
2
Total of line 1, column (d) .....................
2
0.810216
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.162043
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,774,175
5
Multiply line 4 by line 3......................
5
287,493
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,440
7
Add lines 5 and 6........................
7
288,933
8
Enter qualifying distributions from Part XII, line 4,.............
8
268,365
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,880
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,880
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,880
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,838
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,838
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,958
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,958 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletMONETAGROUP.COM/FOUNDATION
    14
    The books are in care ofbulletMONETA GROUP LLC Telephone no.bullet (314) 726-2300

    Located atbullet100 S BRENTWOOD BLVD STE 500SAINT LOUISMO ZIP+4bullet63105
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DANIEL WEST CHAIRMAN OF THE BOARD
    0.87     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    MARK HEFFERNAN TREASURER
    1.06     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    GENE DIEDERICH TRUSTEE (RES. 3/2018)
    0.70     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    KARA HARMON TRUSTEE
    0.23     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    DONALD T KUKLA TRUSTEE
    0.23     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    DOUG WEBER TRUSTEE
    0.53     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    CHRISTIE SCHMUKE MEMBER AT LARGE
    0.38     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,720,803
    b
    Average of monthly cash balances.......................
    1b
    80,390
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,801,193
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,801,193
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    27,018
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,774,175
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    88,709
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    88,709
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,880
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,880
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    85,829
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    85,829
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    85,829
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    268,365
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    268,365
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    268,365
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 85,829
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 182,576
    b From 2014...... 152,507
    c From 2015...... 169,005
    d From 2016...... 200,898
    e From 2017...... 181,846
    fTotal of lines 3a through e........ 886,832
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 268,365
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 85,829
    e Remaining amount distributed out of corpus 182,536
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,069,368
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		182,576
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		886,792
    10 Analysis of line 9:
    a Excess from 2014.... 152,507
    b Excess from 2015.... 169,005
    c Excess from 2016.... 200,898
    d Excess from 2017.... 181,846
    e Excess from 2018.... 182,536
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DANIEL WEST
    GENE DIEDERICH
    DONALD T KUKLA
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CHRISTIE SCHMUKE
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    (314) 726-2300
    bThe form in which applications should be submitted and information and materials they should include:
    THERE IS A STANDARD REQUEST FOR DISTRIBUTIONS THAT CAN BE PROVIDED UPON REQUEST.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO OUTSIDE GRANT REQUESTS WILL BE SOLICITED, ONLY MONETA GROUP EMPLOYEES MAY SUBMIT REQUESTS.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACTION AGAINST HUNGER - USA
    ONE WHITEHALL STREET 2ND FLOOR
    NEW YORK,NY10004     		NONE PC TO PROVIDE ACCESS TO CLEAN WATER, FOOD, TRAINING AND HEALTH CARE GLOBALLY 1,000
    ALZHEIMER'S ASSOCIATION GREATER MISSOURI CHAPTER
    9370 OLIVE BLVD
    SAINT LOUIS,MO63132     		NONE PC TO SERVE FAMILIES AND INDIVIDUALS WITH ALZHEIMER'S AND DEMENTIA 5,500
    AMERICAN HEART ASSOCIATION
    460 N LINDBERGH BOULEVARD
    SAINT LOUIS,MO63141     		NONE PC TO FUND CARDIOVASCULAR RESEARCH & PROVIDE EDUCATION FOR HEART DISEASE/STROKE 1,000
    AMERICAN MEDICAL ASSOCIATION FOUNDATION
    330 N WABASH AVE SUITE 39300
    CHICAGO,IL60611     		NONE PC TO PROVIDE FUNDING TO SUPPORT COMMUNITY HEALTH AND MEDICAL EDUCATION 1,000
    AUTISM SPEAKS
    9200 OLIVE BLVD SUITE 202
    SAINT LOUIS,MO63132     		NONE PC TO INCREASE UNDERSTANDING AND ACCEPTANCE OF PEOPLE WITH AUTISM 2,500
    BACH SOCIETY OF ST LOUIS
    3547 OLIVE STREET SUITE 120
    SAINT LOUIS,MO63103     		NONE PC TO PROVIDE (BACH) MUSICAL AND EDUCATIONAL EXPERIENCES 5,000
    BETHANY UNITED METHODIST CHURCH
    1608 HILL TOP ROAD
    COLUMBIA,IL62236     		NONE PC FOR THE GENERAL OPERATING FUND 1,000
    BOYS & GIRLS CLUBS OF GREATER ST LOUIS
    2901 NORTH GRAND AVE
    SAINT LOUIS,MO63107     		NONE PC TO INSPIRE YOUTH (AGE 6-18) TO REALIZE POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS 13,250
    CARONDELET REC COMPLEXYMCA
    930 HOLLY HILLS
    SAINT LOUIS,MO63111     		NONE PC TO PROVIDE RECREATION, EDUCATION, AND COMMUNITY PROGRAMS TO GROW MIND, BODY AND SPIRIT 1,000
    CHURCH OF ST MICHAEL & ST GEORGE
    6345 WYDOWN BLVD
    SAINT LOUIS,MO63105     		NONE PC FOR THE GENERAL OPERATING FUND 1,600
    CIRCUS HARMONY SHOWCASE PROJECT
    4120 PARKER RD
    FLORISSANT,MO63033     		NONE PC FINDING, TRAINING AND DEVELOPING YOUTH CIRCUS PERFORMERS FROM DIFFERENT BACKGROUNDS 2,500
    CLAYTON EDUCATION FOUNDATION
    2 MARK TWAIN CIRCLE
    CLAYTON,MO63105     		NONE PC TO UPGRADE ADZICK FIELD MULTI-SPORT FACILITY FOR SCHOOL AND COMMUNITY USE 1,600
    COCA
    524 TRINITY AVENUE
    SAINT LOUIS,MO63130     		NONE PC TO PROVIDE DANCE, VOCAL MUSIC THEATER, ART, AND DESIGN EXPERIENCES/EDUCATION 2,500
    CONCORDANCE ACADEMY
    1845 BORMAN COURT
    SAINT LOUIS,MO63146     		NONE PC RE-ENTRY SERVICES (BEHAVIORAL & HEALTH EDUCATION/EMPLOYMENT & LIFE SKILLS) AFTER A PRISON SENTENCE 2,500
    COPE24
    PO BOX 510409
    SAINT LOUIS,MO63151     		NONE PC TO PROVIDE PARENTING/CHILD DEVELOPMENT EDUCATION TO HIGH SCHOOL STUDENTS 2,500
    EMMAUS HOMES
    3731 MUELLER ROAD
    ST CHARLES,MO63301     		NONE PC TO FOSTER INDEPENDENCE AND SELF-ADVOCACY TO INDIVIDUALS WITH DISABILITIES 2,500
    ENDANGERED WOLF CENTER
    PO BOX 760
    EUREKA,MO63025     		NONE PC TO PRESERVE AND PROTECT WOLVES THROUGH BREEDING, REINTRODUCTION, AND EDUCATION PROGRAMS 2,500
    FLWHEP - FRANK LLOYD WRIGHT HOUSE EBSWORTH PARK
    120 NORTH BALLAS ROAD
    SAINT LOUIS,MO63122     		NONE PC TO PRESERVE AND PROTECT THE FRANK LLOYD WRIGHT HOUSE IN KIRKWOOD, MISSOURI 1,500
    FOREST PARK FOREVER
    5595 GRAND DRIVE IN FOREST PARK
    SAINT LOUIS,MO63112     		NONE PC TO RESTORE, MAINTAIN, AND SUSTAIN FOREST PARK, A ST. LOUIS URBAN PARK 7,500
    FRIENDS OF KIDS WITH CANCER
    16 SUNNEN DRIVE SUITE 161
    SAINT LOUIS,MO63143     		NONE PC TO PROVIDE EDUCATIONAL, EMOTIONAL AND RECREATIONAL PROGRAMS TO KIDS WITH CANCER 11,000
    GREAT CIRCLE
    330 NORTH GORE AVENUE
    SAINT LOUIS,MO63119     		NONE PC TO SUPPORT COMPREHENSIVE PROVIDER OF BEHAVIORAL HEALTH SERVICES IN MISSOURI 10,000
    HABITAT FOR HUMANITY SAINT LOUIS
    3830 SOUTH GRAND BLVD
    SAINT LOUIS,MO63118     		NONE PC TO BUILD OR IMPROVE HOMES AND ADVOCATE FOR AFFORDABLE HOUSING 7,500
    HUMANE SOCIETY OF MISSOURI
    1201 MACKLIND AVE
    SAINT LOUIS,MO63110     		NONE PC TO PROVIDE A SAFE, CARING HAVEN FOR ANIMALS THAT HAVE BEEN ABUSED OR ABANDONED 1,000
    IMMACULATE CONCEPTION SCHOOL
    321 SOUTH METTER
    COLUMBIA,IL62236     		NONE PC FOR THE SCHOOL'S GENERAL OPERATING FUND 1,000
    JUNE JESSEE MEMORIAL FOUNDATION
    PO BOX 37016
    SAINT LOUIS,MO63141     		NONE PC TO SUPPORT FAMILIES OF CHILDREN BATTLING NEUROLOGICAL CONDITIONS 500
    JUNIOR ACHIEVEMENT
    17339 N OUTER 40 RD
    CHESTERFIELD,MO63005     		NONE PC TO EDUCATE AND INSPIRE YOUNG PEOPLE IN AREAS OF WORK READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY 2,500
    KIDS IN THE MIDDLE INC
    2650 SOUTH HANLEY ROAD SUITE 150
    SAINT LOUIS,MO63144     		NONE PC TO PROVIDE COUNSELING, EDUCATION, AND SUPPORT FOR CHILDREN, PARENTS, AND FAMILIES DURING AND AFTER DIVORCE 2,500
    KIDS SHOULDN'T HAVE CANCER FOUNDATION
    PO BOX 225
    JERSEYVILLE,IL62052     		NONE PC TO FUND RESEARCH AND INCREASE FUNDING IN THE FIGHT AGAINST CHILDHOOD CANCER 1,000
    KINGDOM HOUSE
    1321 S 11TH STREET
    SAINT LOUIS,MO63104     		NONE PC TO PROVIDE A WIDE RANGE OF SOCIAL SERVICE PROGRAMS FOR LOW INCOME INFANTS THROUGH SENIORS 9,000
    KIRK DAY SCHOOL
    12928 LADUE RD
    SAINT LOUIS,MO63141     		NONE PC FOR THE SCHOOL'S GENERAL OPERATING FUND 250
    MAGIC HOUSE
    516 S KIRKWOOD ROAD
    SAINT LOUIS,MO63122     		NONE PC TO PROVIDE HANDS-ON LEARNING EXPERIENCES TO CHILDREN 6,000
    MAKE-A-WISH FOUNDATION OF MISSOURI
    13523 BARRETT PARKWAY DRIVE SUITE
    241
    BALLWIN,MO63021     		NONE PC TO GRANT WISHES TO CHILDREN DIAGNOSED WITH A CRITICAL ILLNESS 1,000
    MERCY HEALTH FOUNDATION ST LOUIS
    615 S NEW BALLAS RD
    SAINT LOUIS,MO63141     		NONE PC TO ADVANCE HEALTH CARE ADVANCES AND PROJECTS IN ST. LOUIS 1,500
    MICDS - CDS
    101 N WARSON RD
    SAINT LOUIS,MO63124     		NONE PC FOR THE SCHOOL'S GENERAL OPERATING FUND 1,600
    MISSOURI STATE UNIVERSITY FOUNDATION
    300 SOUTH JEFFERSON SUITE 100
    SPRINGFIELD,MO65806     		NONE PC TO PROVIDE FINANCIAL SUPPORT TO MSU RESEARCH, INSTRUCTION AND PUBLIC SERVICE 1,000
    MISSOURI WARRIORS BASEBALL INC
    1543 MASON VALLEY RD
    SAINT LOUIS,MO63131     		NONE PC TO SUPPORT A YOUTH BASEBALL LEAGUE 1,000
    MOTHERS AGAINST DRUNK DRIVING
    2040 WOODSON ROAD SUITE 201
    SAINT LOUIS,MO63114     		NONE PC TO END DRUNK DRIVING, FIGHT DRUGGED DRIVING, SUPPORT THOSE AFFECTED, AND STOP UNDERAGE DRINKING 2,500
    NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER
    12125 WOODCREST EXECUTIVE DR SUITE
    320
    SAINT LOUIS,MO63141     		NONE PC TO FUND RESEARCH, PROVIDE EDUCATION AND SERVICES, AND ADVOCATE FOR PEOPLE WITH MS AND THEIR FAMILIES 10,000
    NINE NETWORK
    3655 OLIVE STREET
    SAINT LOUIS,MO63108     		NONE PC TO ENGAGE AND ENTERTAIN THE COMMUNITY THROUGH PBS PROGRAMMING 1,000
    NORTHWEST CHILDREN'S FOUNDATION
    2100 24TH AVENUE SOUTH SUITE 320
    SEATTLE,WA98144     		NONE PC TO END THE CYCLE OF CHILD ABUSE AND NEGLECT 1,000
    OPERA THEATRE OF SAINT LOUIS
    201 HAZEL AVENUE
    SAINT LOUIS,MO63119     		NONE PC TO SHAPE THE FUTURE OF OPERA AND CONNECT DIVERSE AUDIENCES TO ITS POWER AND BEAUTY 2,500
    OPERATION FOOD SEARCH
    1644 LOTSIE BOULEVARD
    SAINT LOUIS,MO63132     		NONE PC TO NOURISH AND EDUCATE CITIZENS IN NEED AND HEAL THE HURT OF HUNGER 1,000
    PARENTS AS TEACHERS
    2228 BALL DRIVE
    SAINT LOUIS,MO63146     		NONE PC TO PROMOTE EARLY CHILDHOOD EDUCATION THROUGH SUPPORT OF PARENTS AND CAREGIVERS 1,000
    READY READERS
    10403 BAUR BLVD SUITE H
    SAINT LOUIS,MO63132     		NONE PC READING PROGRAM AND EXPERIENCES FOR PRESCHOOL-AGE CHILDREN FROM LOW INCOME COMMUNITIES 33,231
    RONALD MCDONALD HOUSE CHARITIES OF METRO ST LOUIS INC
    3450 PARK AVENUE
    SAINT LOUIS,MO63104     		NONE PC TO PROVIDE A HOME-AWAY-FROM-HOME FOR FAMILIES OF SERIOUSLY ILL CHILDREN 10,434
    SAFE CONNECTIONS
    2165 HAMPTON AVENUE
    SAINT LOUIS,MO63139     		NONE PC TO REDUCE IMPACT AND INCIDENCE OF RELATIONSHIP VIOLENCE AND SEXUAL ASSAULT 1,000
    SITEMAN CANCER CENTER
    7425 FORSYTH BLVD CB 1204
    SAINT LOUIS,MO63105     		NONE PC TO PREVENT CANCER AND TRANSFORM PATIENT CARE THROUGH SCIENTIFIC DISCOVERY 10,000
    SOUTHSIDE EARLY CHILDHOOD CENTER
    2101 S JEFFERSON AVE
    SAINT LOUIS,MO63104     		NONE PC TO PROVIDE EARLY CHILDHOOD EDUCATION AND SUPPORT SERVICES 1,000
    SPECIAL OLYMPICS MISSOURI
    2945 S BRENTWOOD
    SAINT LOUIS,MO63144     		NONE PC SPORTS TRAINING AND COMPETITION OPPORTUNITIES FOR KIDS WITH INTELLECTUAL DIABILITIES 10,000
    ST LOUIS CHILDREN'S CHOIRS
    2842 NORTH BALLAS ROAD
    SAINT LOUIS,MO63131     		NONE PC TO PROVIDE YOUNG VOCAL ARTISTS OPPORTUNITIES EMPHASIZING CHORAL EXCELLENCE AND CHARACTER EDUCATION 2,500
    ST LOUIS COMMUNITY COLLEGE FOUNDATION
    3221 MCKELVEY ROAD
    BRIDGETON,MO63044     		NONE PC TO PROVIDE SUPPORT AND FUNDING FOR SCHOLARSHIPS FOR ST. LOUIS COMMUNITY COLLEGE 2,500
    ST LOUIS CRISIS NURSERY
    11710 ADMINISTRATION DRIVE SUITE 18
    SAINT LOUIS,MO63146     		NONE PC TO PREVENT CHILD ABUSE AND NEGLECT THROUGH EMERGENCY INTERVENTION, RESPITE CARE AND SUPPORT 1,000
    ST LOUIS MEN'S GROUP AGAINST CANCER
    12951 OLIVE BLVD
    SAINT LOUIS,MO63141     		NONE PC TO PROVIDE FUNDING FOR RESEARCH, PREVENTION AND CARE TO THE LOCAL CANCER COMMUNITY 2,500
    ST LOUIS PSYCHOANALYTIC INSTITUTE
    8820 LADUE ROAD
    SAINT LOUIS,MO63124     		NONE PC TO PROMOTE MENTAL HEALTH THROUGH EDUCATION, TREATMENT AND INVESTIGATION 1,000
    ST LOUIS SYMPHONY
    718 NORTH GRAND BOULEVARD
    SAINT LOUIS,MO63103     		NONE PC TO HOST SYMPHONY CONCERTS AND EDUCATION IN AND FOR THE COMMUNITY 5,000
    ST LUKE'S HOSPITAL
    232 SOUTH WOODS MILL ROAD
    CHESTERFIELD,MO63017     		NONE PC TO PROVIDE HEALTH CARE SERVICES IN ST. LOUIS 10,000
    ST PATRICK CENTER
    800 N TUCKER BLVD
    SAINT LOUIS,MO63101     		NONE PC TO PROVIDE OPPORTUNITY FOR SELF-SUFFICIENCY FOR PEOPLE WHO ARE HOMELESS OR IN DANGER OF BECOMING HOMELESS 2,000
    STL VILLAGE
    4501 WESTMINSTER PLACE
    SAINT LOUIS,MO63108     		NONE PC TO ENHANCE QUALITY OF LIFE FOR PEOPLE AGE 50+ WHO WANT TO LIVE AT HOME AND STAY ACTIVE 500
    THE AMERICAN RED CROSS - GREATER ST LOUIS
    10195 CORPORATE SQUARE DR
    SAINT LOUIS,MO63132     		NONE PC TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES 25,000
    THE BIOME - A YLC STEAM SCHOOL
    4471 OLIVE ST
    SAINT LOUIS,MO63108     		NONE PC TO SUPPORT A K-4TH GRADE SCHOOL FOCUSED ON STEAM EDUCATION 1,000
    THE COVERING HOUSE
    PO BOX 12206
    SAINT LOUIS,MO63157     		NONE PC TO PROVIDE REFUGE AND RESTORATION FOR SEXUALLY EXPLOITED AND TRAFFICKED CHILDREN AND TEENS 1,500
    THE FISHER HOUSE
    PO BOX 998
    FENTON,MO63026     		NONE PC TO IMPROVE QUALITY OF LIFE FOR MILITARY, VETERANS, AND THEIR FAMILIES 1,000
    THE PEOPLE HELPER PROJECT
    PO BOX 1731
    SAINT CHARLES,MO63302     		NONE PC TO PREVENT HUNGER IN SCHOOL CHILDREN BY EXPANDING BACKPACK FOOD PROGRAMS 1,000
    THE SPOT
    4169 LACLEDE AVE
    SAINT LOUIS,MO63108     		NONE PC TO PROVIDE FREE MEDICAL SERVICES AND SOCIAL SERVICES TO YOUTH AGES 13-24 500
    TOWER GROVE PARK
    4256 MAGNOLIA AVE
    SAINT LOUIS,MO63110     		NONE PC TO PROVIDE RECREATIONAL, EDUCATIONAL AND CULTURAL OPPORTUNITIES IN THE PUBLIC PARK 1,000
    UNITED WAY OF GREATER ST LOUIS INC
    910 N 11TH ST
    SAINT LOUIS,MO63101     		NONE PC TO RAISE AND ALLOCATE FUNDS TO SUPPORT AGENCIES AND SERVICES IN A COMMUNITY 1,500
    VISITING NURSE ASSOCIATION OF GREATER ST LOUIS
    2029 WOODLAND PKWY STE 105
    SAINT LOUIS,MO63146     		NONE PC TO PROVIDE PRE AND/OR POST-ACUTE HEALTH CARE SERVICES TO OLDER ADULTS WHEREVER THEY ARE 1,500
    WEBSTER GROVES SCHOOL DISTRICT FOUNDATION
    400 E LOCKWOOD AVENUE
    WEBSTER GROVES,MO63119     		NONE PC TO EXPAND INNOVATIVE AND DYNAMIC LEARNING OPPORTUNITIES IN WEBSTER GROVES SCHOOLS 400
    WASHINGTON UNIVERSITY
    CAMPUS BOX 1082 ONE BROOKINGS DRIVE
    SAINT LOUIS,MO63130     		NONE PC WEIDENBAUM CENTER - RESEARCH FOCUSED ON ECONOMY, GOVERNMENT, AND PUBLIC POLICY 2,500
    WESTMINSTER CHRISTIAN ACADEMY ASSOCIATION
    800 MARYVILLE CENTRE DR
    TOWN AND COUNTRY,MO63017     		NONE PC TO SUPPORT A CHRISTIAN PRIVATE COLLEGE-PREP SCHOOL SERVING 7-12TH GRADES 2,000
    YMCA OF GREATER ST LOUIS
    326 SOUTH 21ST STREET 4TH FLOOR
    SAINT LOUIS,MO63103     		NONE PC TO PROVIDE COMMUNITY CENTERED PROGRAMS, RECREATIONAL AREAS, FITNESS CENTERS, AND SPORTS PROGRAMS 1,000
    Total .................................bullet 3a 268,365
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 24,612  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 58,262  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 82,874 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    82,874
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    MONETA GROUP CHARITABLE FOUNDATION
     
    Employer identification number

    43-1871586
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    MONETA GROUP CHARITABLE FOUNDATION
          		Employer identification number
    43-1871586
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JIM BLAIR  
    505 NOMINI HALL COURT
     
    ST LOUIS, MO63141

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    DAVID BRECKENRIDGE  
    84 LAKE FOREST DRIVE
     
    ST LOUIS, MO63117

    		$ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    DIANE COMPARDO  
    42 BRIARCLIFF
     
    ST LOUIS, MO63124

    		$ 5,400


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    STEVE FINERTY  
    20 ALGONQUIN LANE
     
    WEBSTER GROVES, MO63119

    		$ 84,449


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    TIM HALLS  
    634 E PACIFIC AVE
     
    WEBSTER GROVES, MO63119

    		$ 12,919


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    MARK HEFFERNAN  
    431 S SPOEDE RD
     
    ST LOUIS, MO63141

    		$ 7,500


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    MONETA GROUP CHARITABLE FOUNDATION
          		Employer identification number
    43-1871586
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    DONALD KUKLA  
    1030 BARBERRY LANE
     
    KIRKWOOD, MO63122

    		$ 16,880


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    TOM O'MEARA  
    1953 SUNNY DRIVE
     
    ST LOUIS, MO63122

    		$ 19,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    LINDA PIETROBURGO  
    435 TWIN CREEK ROAD
     
    ST LOUIS, MO63141

    		$ 60,758


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    DAN WEST  
    50 BRIGHTON WAY 3S
     
    ST LOUIS, MO63105

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    MONETA GROUP LLC
     
    100 S BRENTWOOD STE 500
     
    ST LOUIS, MO63105

    		$ 40,773


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    HUNTER BROWN  
    7 LADUE MANOR
     
    LADUE, MO63124

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    MONETA GROUP CHARITABLE FOUNDATION
          		Employer identification number
    43-1871586
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    ERIC KITTNER  
    7359 MARYLAND AVENUE
     
    UNIVERSITY CITY, MO63130

    		$ 9,757


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    PATRICK MCGINNIS  
    5021 DONOVAN AVENUE
     
    ST LOUIS, MO63109

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    MATT RING  
    16741 BENTON TAYLOR DRIVE
     
    CHESTERFIELD, MO63005

    		$ 10,640


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    DAVE SADLER  
    24 FLYNN FOREST LANE
     
    GLENDALE, MO63122

    		$ 15,189


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    JAKE WINEGRAD  
    919 DWYER AVENUE
     
    ST LOUIS, MO63122

    		$ 8,360


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    MONETA GROUP CHARITABLE FOUNDATION
          		Employer identification number

    43-1871586
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 SECURITIES $ 12,919 2018-05-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    7
    		 SECURITIES $ 15,731 2018-12-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    9
    		 SECURITIES $ 36,134 2018-11-05
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    13
    		 SECURITIES $ 9,757 2018-12-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    16
    		 SECURITIES $ 15,189 2018-12-19
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    MONETA GROUP CHARITABLE FOUNDATION
          		Employer identification number

    43-1871586
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    MONETA GROUP CHARITABLE FOUNDATION
    EIN:
    43-1871586
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDELITY - CORPORATE STOCK 9,212 25,195

    TY 2018 InvestmentsOtherSchedule2
    Name:
    MONETA GROUP CHARITABLE FOUNDATION
    EIN:
    43-1871586
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIDELITY - MUTUAL FUNDS, ETF'S AND OTHER INV. AT COST 1,447,113 1,548,512

    TY 2018 OtherExpensesSchedule
    Name:
    MONETA GROUP CHARITABLE FOUNDATION
    EIN:
    43-1871586
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 6 0   0
    POSTAGE 34 0   0
    ACCOUNTING FEES 3,700 0   0
    ADVERTISING 3,500 0   0


    TY 2018 TaxesSchedule
    Name:
    MONETA GROUP CHARITABLE FOUNDATION
    EIN:
    43-1871586
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 721 721   0
    EXCISE TAXES 2,000 0   0