-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
MO
63105
A Employer identification number
43-1871586
B
Telephone number (see instructions)
(314) 726-2300
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
1,893,529
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
278,267
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
31,475
31,475
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
5,483
b
Gross sales price for all assets on line 6a
590,021
7
Capital gain net income (from Part IV, line 2)
...
22,790
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
........
315,225
54,265
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)
.......
3,800
0
0
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
4,763
763
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
1,873
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
10,436
763
0
25
Contributions, gifts, grants paid
.......
412,973
412,973
26
Total expenses and disbursements.
Add lines 24 and 25
423,409
763
412,973
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-108,184
b
Net investment income
(if negative, enter -0-)
53,502
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
183,000
53,934
53,934
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
9,212
0
0
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,447,113
1,477,207
1,839,595
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,639,325
1,531,141
1,893,529
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
1,639,325
1,531,141
29
Total net assets or fund balances
(see instructions)
.....
1,639,325
1,531,141
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,639,325
1,531,141
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
1,639,325
2
Enter amount from Part I, line 27a
.....................
2
-108,184
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,531,141
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
1,531,141
Form
990-PF
(2019)
Form 990-PF (2019)
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 #1871
D
b
FIDELITY #1285
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
32,420
15,270
17,150
b
513,477
551,961
-38,484
c
44,124
44,124
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
17,150
b
-38,484
c
44,124
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
22,790
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
...................
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?
Yes
No
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))
2018
268,365
1,774,175
0.151262
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
2
Total
of line 1, column (d)
.....................
2
0.787222
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
0.157444
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,787,162
5
Multiply line 4 by line 3
......................
5
281,378
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
535
7
Add lines 5 and 6
........................
7
281,913
8
Enter qualifying distributions from Part XII, line 4
,.............
8
412,973
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
535
here
and 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
535
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
535
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
2,958
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
2,958
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
2,423
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
2,423
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
MO
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 2019 or the taxable year beginning in 2019? 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
Yes
Form
990-PF
(2019)
Form 990-PF (2019)
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 address
MONETAGROUP.COM/FOUNDATION
14
The books are in care of
MONETA GROUP LLC
Telephone no.
(314) 726-2300
Located at
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS
MO
ZIP+4
63105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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 (RES. 12/2019)
0.67
0
0
0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS
,
MO
63105
MARK HEFFERNAN
TREASURER
1.06
0
0
0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS
,
MO
63105
NICOLE BAILEY
TRUSTEE
0.50
0
0
0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS
,
MO
63105
KARA HARMON
TRUSTEE
0.23
0
0
0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS
,
MO
63105
DONALD T KUKLA
TRUSTEE
0.23
0
0
0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS
,
MO
63105
DOUG WEBER
TRUSTEE
0.67
0
0
0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS
,
MO
63105
CHRISTIE SCHMUKE
MEMBER AT LARGE
0.77
0
0
0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS
,
MO
63105
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
1,722,715
b
Average of monthly cash balances
.......................
1b
91,663
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
1,814,378
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
1,814,378
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
27,216
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,787,162
6
Minimum investment return.
Enter 5% of line 5
..................
6
89,358
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
89,358
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
535
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
535
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
88,823
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
88,823
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
88,823
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
412,973
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
412,973
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
535
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
412,438
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
88,823
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
152,507
b
From 2015
......
169,005
c
From 2016
......
200,898
d
From 2017
......
181,846
e
From 2018
......
182,536
f
Total
of lines 3a through e
........
886,792
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
412,973
a
Applied to 2018, 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 2019 distributable amount
.....
88,823
e
Remaining amount distributed out of corpus
324,150
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,210,942
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
152,507
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,058,435
10
Analysis of line 9:
a
Excess from 2015
....
169,005
b
Excess from 2016
....
200,898
c
Excess from 2017
....
181,846
d
Excess from 2018
....
182,536
e
Excess from 2019
....
324,150
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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
MARK HEFFERNAN
DONALD T KUKLA
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
MO
63105
(314) 726-2300
b
The 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.
c
Any submission deadlines:
NONE
d
Any 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
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ALZHEIMER'S ASSOCIATION
9370 OLIVE BLVD
SAINT LOUIS
,
MO
63132
NONE
PC
TO SERVE FAMILIES AND INDIVIDUALS WITH ALZHEIMER'S AND DEMENTIA
2,500
AMERICAN PARKINSON DISEASE ASSOCIATION
1415 ELBRIDGE PAYNE ROAD STE 150
CHESTERFIELD
,
MO
63017
NONE
PC
TO SUPPORT THE APDA CENTER FOR ADVANCED PARKINSON RESEARCH AT WASHINGTON UNIVERSITY SCHOOL OF MEDICINE
6,000
AMERICAN RED CROSS
431 18TH STREET NW
WASHINGTON
,
DC
20006
NONE
PC
TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES
10,000
AMERICAN YOUTH FOUNDATION
6357 CLAYTON RD
SAINT LOUIS
,
MO
63117
NONE
PC
TO ALLOW YOUNG PEOPLE TO PUT THEIR BEST SELF INTO ACTION THROUGH INCLUSIVE CAMP AND CONFERENCE PROGRAMS
500
ANGELS ARMS
12128A TESSON FERRY RD
SAINT LOUIS
,
MO
63128
NONE
PC
PROVIDE LOVING HOMES FOR FOSTER CHILDREN; KEEPING SIBS TOGETHER UNTIL A FOREVER HOME IS FOUND
26,245
ANNIE'S HOPE
1333 W LOCKWOOD AVE SUITE 104
SAINT LOUIS
,
MO
63122
NONE
PC
TO PROVIDE FREE, COMPREHENSIVE SUPPORT TO CHILDREN, TEENS, AND FAMILIES GRIEVING A DEATH
250
BACKSTOPPERS INC
10411 CLAYTON ROAD SUITE 203
SAINT LOUIS
,
MO
63131
NONE
PC
FINANCIAL ASSIST. & SUPPORT OF SPOUSES AND CHILDREN OF FALLEN POLICE OFFICERS, FIREFIGHTERS, & EMTS
2,500
BIG BROTHERS BIG SISTERS
501 N GRAND BLVD SUITE 100
SAINT LOUIS
,
MO
63103
NONE
PC
FACILITATE MENTORING & RELATIONSHIPS FOR CHILDREN TO REALIZE THEIR POTENTIAL & BUILD THEIR FUTURE
2,500
BIG MUDDY DANCE COMPANY
3310 SAMUEL SHEPARD DR
SAINT LOUIS
,
MO
63103
NONE
PC
BUILD A LOVE OF DANCE; COLLABORATE ACROSS THE COMMUNITY THROUGH SENIOR OUTREACH & SCHOOL PROGRAMS
2,800
BOYS & GIRLS CLUBS OF GREATER ST LOUIS
2901 NORTH GRAND AVE
SAINT LOUIS
,
MO
63107
NONE
PC
TO INSPIRE YOUTH (AGE 6-18) TO REALIZE POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS
8,250
BRAIN INJURY ASSOCIATION OF MISSOURI
2265 SCHUETZ ROAD
SAINT LOUIS
,
MO
63146
NONE
PC
REDUCE BRAIN INJURY INCIDENCES; SUPPORT FAMILIES; PROMOTE INDEPENDENCE, ACCEPTANCE OF INJURED
1,000
BUILDING FUTURES
2720 N 13TH ST
SAINT LOUIS
,
MO
63106
NONE
PC
WORK WITH YOUTH TO INCR GRAD RATES, INSPIRE CREATIVE THINKING/PROB SOLVING; OFFER SCHOLARSHIPS
1,000
BURNS RECOVERED
6220 S LINDBERGH BLVD SUITE 203
SAINT LOUIS
,
MO
63123
NONE
PC
PROVIDE HOPE/SUPPORT FOR BURN VICTIMS & FAMILIES; INCREASE AWARENESS & PREVENT BURN INJURIES
1,000
CARE TO LEARN (COMMUNITY FOUNDATION OF THE OZARKS)
PO BOX 8960
SPRINGFIELD
,
MO
65801
NONE
PC
TO MEET EMERGENT NEEDS OF HEALTH, HUNGER AND HYGIENE SO EVERY STUDENT MAY BE SUCCESSFUL IN SCHOOL
1,500
CENTER FOR WOMEN IN TRANSITION
7716 S BROADWAY
SAINT LOUIS
,
MO
63111
NONE
PC
ADVOCATE/ASSIST WOMEN IN CRIMINAL JUSTICE SYSTEM; SUPPORT TRANSITION TO FAMILY & COMMUNITY
2,500
CHAMINADE COLLEGE PREPARATORY SCHOOL
425 SOUTH LINDBERGH BOULEVARD
SAINT LOUIS
,
MO
63131
NONE
PC
TO PROVIDE EDUCATION IN THE CATHOLIC AND MARIANIST TRADITION FOR STUDENTS GRADES 6-12
500
CHARACTERPLUS
1460 CRAIG ROAD
SAINT LOUIS
,
MO
63146
NONE
PC
TO EMPHASIZE POSITIVE CHARACTER TRAITS IN ALL AREAS OF A STUDENT'S LIFE
3,500
CHART TEEN TASK FORCE
PO BOX 311
HANNIBAL
,
MO
63401
NONE
PC
TO STOP UNINTENDED TEEN PREGNANCIES AND SEXUALLY TRANSMITTED DISEASES
500
CIRCUS HARMONY SHOWCASE PROJECT
4120 PARKER RD
FLORISSANT
,
MO
63033
NONE
PC
FINDING, TRAINING AND DEVELOPING YOUTH CIRCUS PERFORMERS FROM DIFFERENT BACKGROUNDS
7,500
CLAYTON EDUCATION FOUNDATION
2 MARK TWAIN CIRCLE
CLAYTON
,
MO
63105
NONE
PC
TO UPGRADE ADZICK FIELD MULTI-SPORT FACILITY FOR SCHOOL AND COMMUNITY USE
4,800
COCA
524 TRINITY AVENUE
SAINT LOUIS
,
MO
63130
NONE
PC
TO PROVIDE DANCE, VOCAL MUSIC THEATER, ART, AND DESIGN EXPERIENCES/EDUCATION
10,600
CRAFT ALLIANCE OF ART DESIGN
6640 DELMAR LOOP
SAINT LOUIS
,
MO
63130
NONE
PC
TO ENRICH AND EMPOWER THE COMMUNITY THROUGH CRAFT
200
DANFORTH PLANT SCIENCE CENTER
975 N WARSON RD
OLIVETTE
,
MO
63132
NONE
PC
IMPROVE HUMAN HEALTH & CONDITION THRU PLANT SCI, FEED THE HUNGRY, PRESERVE ENVIRO & ENHANCE STL AREA
10,000
DOWN SYNDROME ASSOCIATION
8531 PAGE AVE SUITE 120
SAINT LOUIS
,
MO
63114
NONE
PC
SUPPORT PERSONS WITH DOWN'S SYNDROME, FAMILIES & CAREGIVERS; IMPROVE KNOWLEDGE & CHAMPION RIGHTS
3,500
DREAM BUILDERS 4 EQUITY
4220 DUNCAN AVE SUITE 201
SAINT LOUIS
,
MO
63110
NONE
PC
TO PROVIDE YOUNG PEOPLE FROM LOW-INCOME COMMUNITIES THE OPPORTUNITY TO BUILD HOMES
1,000
EMMAUS HOMES (DUCKFEST)
3731 MUELLER ROAD
ST CHARLES
,
MO
63301
NONE
PC
FOSTER INDEPENDENCE, INCLUSION, & SELF-ADVOCACY FOR INDIV WITH COGNITIVE OR DEV DISABILITIES
2,500
FATHERS' SUPPORT CENTER
4411 N NEWSTEAD
SAINT LOUIS
,
MO
63115
NONE
PC
TO TRANFORM MEN INTO RESPONSIBLE, INVOLVED FATHERS
2,500
FESTABILITY
5700 LINDELL BOULEVARD
SAINT LOUIS
,
MO
63112
NONE
PC
A FULLY ACCESSIBLE EVENT TO CELEBRATE DISABILITIES
2,500
FOREST PARK FOREVER
5595 GRAND DRIVE IN FOREST PARK
SAINT LOUIS
,
MO
63112
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
,
MO
63143
NONE
PC
TO PROVIDE ED, EMOTIONAL & REC PROGRAMS TO KIDS WITH CANCER AND THEIR FAMILIES
21,500
FUNDAMENTAL LEARNING CENTER
2220 E 21ST STREET NORTH
WICHITA
,
KS
67214
NONE
PC
TO EMPOWER CHILDREN WITH DYSLEXIA BY TEACHING THEM TO READ, WRITE AND SPELL
2,000
GATEWAY GREENING
2211 WASHINGTON AVE
SAINT LOUIS
,
MO
63103
NONE
PC
TO EDUCATE AND EMPOWER PEOPLE TO STRENGTHEN COMMUNITY THROUGH GARDENING AND URBAN AGRICULTURE
2,500
GATEWAY TO HOPE
425 NORTH NEW BALLAS RD SUITE 220
SAINT LOUIS
,
MO
63141
NONE
PC
TO REMOVE BARRIERS TO AFFORDABLE, QUALITY HEALTH CARE AND EMPOWERING PEOPLE WITH BREAST CANCER
1,750
GENE SLAY'S BOYS AND GIRLS CLUB
2524 SOUTH ELEVENTH STREET
SAINT LOUIS
,
MO
63104
NONE
PC
TO INSPIRE YOUTH (AGE 6-18) TO REALIZE POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS
1,000
GIRLS ON THE RUN
3155 SUTTON BLVD SUITE 101
SAINT LOUIS
,
MO
63143
NONE
PC
ENCOURAGE DEV OF SELF-RESPECT & HEALTHY LIFESTYLES IN PRETEEN GIRLS THROUGH LESSONS AND RUNNING
5,000
GRACE EPISCOPAL CHURCH
514 EAST ARGONNE
KIRKWOOD
,
MO
63122
NONE
PC
TO LEAD PEOPLE INTO A GROWING RELATIONSHIP WITH JESUS CHRIST
2,400
GREAT CIRCLE
330 NORTH GORE AVENUE
SAINT LOUIS
,
MO
63119
NONE
PC
TO SUPPORT COMPREHENSIVE PROVIDER OF BEHAVIORAL HEALTH SERVICES IN MISSOURI
13,600
GREAT RIVERS GREENWAY FOUNDATION
6178 DELMAR BOULEVARD
SAINT LOUIS
,
MO
63112
NONE
PC
TO MAKE ST. LOUIS A MORE VIBRANT PLACE TO LIVE, WORK AND PLAY BY DEVELOPING A REGIONAL NETWORK OF GREENWAYS
3,750
HANNIBAL CLINIC
PO BOX 311
HANNIBAL
,
MO
63401
NONE
PC
TO PROVIDE HEALTH CARE SERVICES IN RURAL AREAS
500
HAVEN OF GRACE
1225 WARREN STREET
SAINT LOUIS
,
MO
63106
NONE
PC
RESOURCES & SUPPORT TO YOUNG & HOMELESS MOTHERS TO ACHIEVE SELF SUFICIENCY & STABILITY
7,500
HOPE CREATES
PO BOX 546
CHESTERFIELD
,
MO
63006
NONE
PC
EMPOWER YOUTH & YOUNG ADULTS IN ADDICTION RECOVERY THROUGH BUSINESS SKILL DEV & EXPRESSIVE ARTS
3,400
HUMANE SOCIETY
1201 MACKLIND AVE
SAINT LOUIS
,
MO
63110
NONE
PC
TO PROVIDE A SAFE, CARING HAVEN FOR ANIMALS THAT HAVE BEEN ABUSED OR ABANDONED
1,000
IMMIGRANT & REFUGEE WOMEN'S PROGRAM
3672B ARSENAL STREET
SAINT LOUIS
,
MO
63116
NONE
PC
INCR INDEP/REDUCE ISOLATION OF IMMIGRANT & REFUGEE WOMEN; TEACH ENGLISH & PRACTICAL LIVING SKILLS
2,500
JUNIOR ACHIEVEMENT
17339 N OUTER 40 RD
CHESTERFIELD
,
MO
63005
NONE
PC
TO EDUCATE AND INSPIRE YOUNG PEOPLE IN AREAS OF WORK READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY
7,500
KARLA SMITH BEHAVIORAL HEALTH
200 NORTH LINCOLN AVENUE
OFALLON
,
IL
62269
NONE
PC
EMPOWER INDIVIDUALS & FAMILIES OVERCOME MENTAL & BEHAVIORAL CHALLENGES THOUGH THERAPY
1,000
KINGDOM HOUSE
1321 S 11TH STREET
SAINT LOUIS
,
MO
63104
NONE
PC
TO PROVIDE A WIDE RANGE OF SOCIAL SERVICE PROGRAMS FOR LOW INCOME INFANTS THROUGH SENIORS
25,000
KIRK CARE INC
PO BOX 220652
KIRKWOOD
,
MO
63122
NONE
PC
TO HELP THE NEEDY LIVING WITHIN THE BOUNDARY OF THE KIRKWOOD R-7 SCHOOL DISTRICT
250
KIRK DAY SCHOOL
12928 LADUE RD
SAINT LOUIS
,
MO
63141
NONE
PC
FOR THE SCHOOL'S GENERAL OPERATING FUND
2,000
LUPUS FOUNDATION OF AMERICA
4640 SHENANDOAH AVENUE
SAINT LOUIS
,
MO
63110
NONE
PC
INCREASE AWARENESS, IMPROVE DIAGNOSIS & TREATMENT, SUPPORT INDIVIDUALS & FAMILIES AFFECTED BY LUPUS
1,000
MAGIC HOUSE
516 S KIRKWOOD ROAD
SAINT LOUIS
,
MO
63122
NONE
PC
TO PROVIDE HANDS-ON LEARNING EXPERIENCES TO CHILDREN
1,000
MAKE A WISH
13523 BARRETT PARKWAY DRIVE SUITE
241
BALLWIN
,
MO
63021
NONE
PC
TO GRANT WISHES TO CHILDREN DIAGNOSED WITH A CRITICAL ILLNESS
1,000
MARCH OF DIMES
11829 DORSETT RD
MARYLAND HEIGHTS
,
MO
63043
NONE
PC
ADVOCATE MOTHER & CHILD HEALTH (PREVENT BIRTH DEFECTS, PREMATURE BIRTH & INFANT MORTALITY)
2,500
MARIAN MIDDLE SCHOOL
4130 WYOMING ST
SAINT LOUIS
,
MO
63116
NONE
PC
TO BREAK THE CYCLE OF POVERTY THROUGH EDUCATION OF ADOLESCENT GIRLS
1,000
MATHEWS-DICKEY BOYS AND GIRLS' CLUB
4245 N KINGSHIGHWAY BLVD
SAINT LOUIS
,
MO
63115
NONE
PC
TO PRODUCE PHYSICALLY ACTIVE, WELL-EDUCATED, AND HOPEFUL STUDENTS
2,000
METRO EAST HUMANE SOCIETY
8495 STATE ROUTE 143
EDWARDSVILLE
,
IL
62025
NONE
PC
TO OPERATE A NO-KILL SHELTER AND PROVIDE HUMANE MEDICAL TREATMENT
1,000
MICROFINANCING PARTNERS IN AFRICA
4949 COLUMBIA AVENUE
SAINT LOUIS
,
MO
63139
NONE
PC
MICROFINANCE PROGRAMS IN AFRICA TO ADVANCE BUSINESS OPPORTUNITIES FOR PERSONS IN EXTREME POVERTY
2,500
MID-COUNTY FAMILY YMCA
2815 SCOTT AVE SUITE D
SAINT LOUIS
,
MO
63103
NONE
PC
TO PROMOTE POSITIVE VALUES, LEARNING, HEALTH AND WELLNESS FOR ALL AGES
1,500
MINISTRIES UNLIMITED
310 COLLINSVILLE RD
TROY
,
IL
62294
NONE
PC
FOOD PANTRY PROVIDING ASSISTANCE TO LESS FORTUNATE INDIVIDUALS IN THE TRIAD SCHOOL DISTRICT
1,000
MISSION - ST LOUIS
3108 N GRAND BLVD
SAINT LOUIS
,
MO
63107
NONE
PC
TO EMPOWER PEOPLE TO TRANSFORM THEIR LIVES, FAMILIES, AND NEIGHBORHOODS
2,500
MISSOURI WILDLIFE RESCUE CENTER
1128 NEW BALLWIN ROAD
BALLWIN
,
MO
63021
NONE
PC
RESCUE, REHABILITATE, RELEASE NATIVE WILDLIFE; ENCOURAGE COMMUNITY TO PROTECT ECOSYSTEM
1,250
MOTHERS AGAINST DRUNK DRIVING
500 NORTHWEST PLAZA SUITE 705
SAINT LOUIS
,
MO
63704
NONE
PC
TO END DRUNK DRIVING, FIGHT DRUGGED DRIVING, SUPPORT THOSE AFFECTED, AND STOP UNDERAGE DRINKING
1,000
NATIONAL MS SOCIETY
PO BOX 4594
NEW YORK
,
NY
10163
NONE
PC
TO FUND RESEARCH, PROVIDE EDUCATION AND SERVICES, AND ADVOCATE FOR PEOPLE WITH MS AND THEIR FAMILIES
10,000
NEPHCURE
150 S WARNER RD SUITE 402
KING OF PRUSSIA
,
PA
19406
NONE
PC
TO ACCELERATE RESEARCH FOR EFFECTIVE TREATMENT OF RARE FORMS OF NEPHROTIC SYNDROM
1,000
NORTH SIDE COMMUNITY SCHOOL
3033 N EUCLID AVE
SAINT LOUIS
,
MO
63115
NONE
PC
CHARTER SCHOOL: K-8 EDUCATION WITH EXTENDED DAY AND EXTENDED YEAR PROGRAMMING
300
NURSES FOR NEWBORNS
7259 LANSDOWNE AVE SUITE 100
SAINT LOUIS
,
MO
63119
NONE
PC
TO PROVIDE HOME VISITATION PROGRAM TO PREVENT INFANT MORTALITY, CHILD ABUSE AND NEGLECT
1,000
PARENTS AS TEACHERS
2228 BALL DRIVE
SAINT LOUIS
,
MO
63146
NONE
PC
TO PROMOTE EARLY CHILDHOOD EDUCATION THROUGH SUPPORT OF PARENTS AND CAREGIVERS
2,500
PEDAL THE CAUSE
9288 DIELMAN INDUSTRIAL DR
SAINT LOUIS
,
MO
63132
NONE
PC
TO PROVIDE CANCER RESEARCH FUNDING FOR SITEMAN CANCER CENTER & SITEMAN KIDS AT STL CHILDREN'S HOSPITAL
3,500
PLANNED PARENTHOOD
4251 FOREST PARK AVE
SAINT LOUIS
,
MO
63108
NONE
PC
DELIVER REPRODUCTIVE HEALTH CARE, SEX EDUCATION, INFORMATION TO EMPOWER INFORMED DECISIONS
1,500
READY READERS
10403 BAUR BLVD SUITE H
SAINT LOUIS
,
MO
63132
NONE
PC
READING PROGRAM AND EXPERIENCES FOR PRESCHOOL-AGE CHILDREN FROM LOW INCOME COMMUNITIES
13,200
RILEY CHILDREN'S FOUNDATION
30 SOUTH MERIDIAN ST SUITE 200
INDIANAPOLIS
,
IN
46204
NONE
PC
TO PROVIDE EXCEPTIONAL HEALTHCARE THROUGH RILEY HOSPITAL'S PEDIATRIC RESEARCH, EDUCATION AND CARE
1,100
RONALD MCDONALD HOUSE
3450 PARK AVENUE
SAINT LOUIS
,
MO
63104
NONE
PC
TO PROVIDE A HOME-AWAY-FROM-HOME FOR FAMILIES OF SERIOUSLY ILL CHILDREN
15,596
SHAKESPEARE FESTIVAL ST LOUIS
5715 ELIZABETH AVENUE
SAINT LOUIS
,
MO
63110
NONE
PC
TO FOSTER COMMUNITY AND JOY THROUGH SHAKESPEAREAN ART FOR THE ST. LOUIS REGION
2,500
SITEMAN CANCER CENTER
7425 FORSYTH BLVD CB 1204
SAINT LOUIS
,
MO
63105
NONE
PC
TO PREVENT CANCER AND TRANSFORM PATIENT CARE THROUGH SCIENTIFIC DISCOVERY
5,000
SOUTHERN ILLINOIS UNIVERSITY FOUNDATION
1235 DOUGLAS DRIVE
CARBONDALE
,
IL
62901
NONE
PC
TO SUPPORT AN ALUMNI ACCOUNTING SCHOLARSHIP FUND FOR SIU CARBONDALE
4,300
SOUTHSIDE EARLY CHILDHOOD CENTER
2101 S JEFFERSON AVE
SAINT LOUIS
,
MO
63104
NONE
PC
TO PROVIDE EARLY CHILDHOOD EDUCATION AND SUPPORT SERVICES
1,400
SPECIAL EDUCATION FOUNDATION
11933 WESTLINE INDUSTRIAL DRIVE
SAINT LOUIS
,
MO
63146
NONE
PC
TO EMPOWER STUDENTS WITH DISABILITIES BY GIVING THEM TOOLS AND OPPORTUNTIES TO SUCCEED
500
SPECIAL OLYMPICS MISSOURI
2945 S BRENTWOOD
SAINT LOUIS
,
MO
63144
NONE
PC
SPORTS TRAINING AND COMPETITION OPPORTUNITIES FOR KIDS WITH INTELLECTUAL DIABILITIES
10,000
SPIRIT OF ST LOUIS AIR SHOW
18260 EDISON AVENUE
CHESTERFILED
,
MO
63005
NONE
PC
TO SUPPORT REGIONAL EFFORTS TO PROMOTE STEM EDUCATION AND STEM CAREER OPPORTUNITIES
2,500
ST JOSEPH COTTLEVILLE SCHOOL
1355 MOTHERHEAD ROAD
ST CHARLES
,
MO
63304
NONE
PC
TO PROVIDE CATHOLIC EDUCATION TO CHILDREN K-8
1,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS
,
TN
38105
NONE
PC
THROUGH RESEARCH & TREATMENT ADVANCE CURES & PREVENTION FOR PEDIATRIC CATASTROPHIC DISEASES
250
ST LOUIS ARC
1177 N WARSON ROAD
SAINT LOUIS
,
MO
63132
NONE
PC
TO EMPOWER PEOPLE WITH INTELLECTUAL/DEVELOPMENTAL DISABILITES BY PROVIDING SERVICES, SUPPORT, AND ADVOCACY
2,500
ST LOUIS COMMUNITY COLLEGE FOUNDATION
3221 MCKELVEY ROAD
BRIDGETON
,
MO
63044
NONE
PC
TO PROVIDE SUPPORT AND FUNDING FOR SCHOLARSHIPS FOR ST. LOUIS COMMUNITY COLLEGE
2,500
ST LOUIS DANCE THEATER (BIG MUDDY DANCE COMPANY)
3310 SAMUEL SHEPARD DRIVE
SAINT LOUIS
,
MO
63103
NONE
PC
TO BUILD A LOVE OF DANCE BY PROVIDING FUN, EXPERIENTIAL, AND ENTERTAINING PERFORMANCES
500
ST LOUIS MEN'S GROUP AGAINST CANCER
12951 OLIVE BLVD
SAINT LOUIS
,
MO
63141
NONE
PC
TO PROVIDE FUNDING FOR RESEARCH, PREVENTION AND CARE TO THE LOCAL CANCER COMMUNITY
1,980
ST LOUIS ROCKETS HOCKEY ASSOCIATION
18377 EDISON AVENUE
CHESTERFIELD
,
MO
63005
NONE
PC
TO PROVIDE LIFETIME SKILLS, TEAM CONCEPTS, AND RELATIONSHIPS BENEFITTING CHILDREN ON AND OFF THE ICE
200
ST LOUIS SYMPHONY
718 NORTH GRAND BOULEVARD
SAINT LOUIS
,
MO
63103
NONE
PC
TO HOST SYMPHONY CONCERTS AND EDUCATION IN AND FOR THE COMMUNITY
8,000
ST LUKE'S HOSPITAL
232 SOUTH WOODS MILL ROAD
CHESTERFIELD
,
MO
63017
NONE
PC
TO PROVIDE HEALTH CARE SERVICES IN ST. LOUIS
10,000
STL VILLAGE
4501 WESTMINSTER PLACE
SAINT LOUIS
,
MO
63108
NONE
PC
ENHANCE QUALITY OF LIFE FOR PEOPLE 50+ WHO WANT TO LIVE AT HOME & STAY ACTIVE IN COMMUNITY
750
STRAY RESCUE
2320 PINE ST
SAINT LOUIS
,
MO
63103
NONE
PC
TO RESCUE STRAY ANIMALS IN NEED OF MEDICAL ATTENTION, RESTORE THEM TO HEALTH AND PLACE IN A HOME
2,250
THE SPOT
4169 LACLEDE AVE
SAINT LOUIS
,
MO
63108
NONE
PC
TO PROVIDE FREE MEDICAL SERVICES AND SOCIAL SERVICES TO YOUTH AGES 13-24
500
TWIGS (THE FAMILY TREEHOUSE)
2101 CLEVELAND BLVD
GRANITE CITY
,
IL
62040
NONE
PC
TO PROVIDE SUMMER LUNCHES FOR CHILDREN WHO QUALIFY FOR FREE/REDUCED LUNCH PROGRAM
2,000
UNITED NATIONS ASSOCIATION
438 N SKINKER BLVD
SAINT LOUIS
,
MO
63112
NONE
PC
TO EDUCATE, INSPIRE AND MOBILIZE AMERICANS TO SUPPORT PRINCIPALS AND WORK OF THE UNITED NATIONS
2,500
UNITED WAY
910 N 11TH ST
SAINT LOUIS
,
MO
63101
NONE
PC
TO RAISE AND ALLOCATE FUNDS TO SUPPORT AGENCIES AND SERVICES IN A COMMUNITY
38,852
UNIVERSITY OF MISSOURI
1 CHAMPIONS DRIVE SUITE 200
COLUMBIA
,
MO
65211
NONE
PC
TO PROVIDE ALL MISSOURIANS THE BENEFITS OF A WORLD-CLASS RESEARCH UNIVERSITY
3,000
VARIETY THE CHILDREN'S CHARITY
11840 WESTLINE INDUSTRIAL DR STE
220
SAINT LOUIS
,
MO
63146
NONE
PC
TO SERVE CHILDREN WITH SERIOUS ILLNESS, DISABILITY, OR DISADVANTAGE
500
VILLA DUCHESNE AND OAK HILL SCHOOL
801 SOUTH SPOEDE ROAD
SAINT LOUIS
,
MO
63131
NONE
PC
TO PROVIDE A ROMAN CATHOLIC EDUCATION TO KIDS JK-6TH AND FOR YOUNG WOMEN 7-12
250
VISITING NURSE ASSOCIATION
2029 WOODLAND PKWY STE 105
SAINT LOUIS
,
MO
63146
NONE
PC
TO PROVIDE PRE AND/OR POST-ACUTE HEALTH CARE SERVICES TO OLDER ADULTS WHEREVER THEY ARE
1,500
WASHINGTON UNIVERSITY - OLIN ELIOT SOC
CAMPUS BOX 1082 ONE BROOKINGS DRIVE
SAINT LOUIS
,
MO
63130
NONE
PC
TO PROVIDE WASH U SCHOLARSHIPS, EDUCATIONAL RESOURCES, FACULTY DEV/RECRUIT & FACILITY IMPROVEMENTS
1,500
WEIDENBAUM CENTER - WASHINGTON UNIVERSITY
CAMPUS BOX 1082 ONE BROOKINGS DRIVE
SAINT LOUIS
,
MO
63130
NONE
PC
WEIDENBAUM CENTER - RESEARCH FOCUSED ON ECONOMY, GOVERNMENT, AND PUBLIC POLICY
2,500
WESTMINSTER CHRISTIAN ACADEMY
800 MARYVILLE CENTRE DRIVE
TOWN COUNTRY
,
MO
63017
NONE
PC
TO SUPPORT A CHRISTIAN PRIVATE COLLEGE-PREP SCHOOL SERVING 7-12TH GRADES
4,500
YWCA
2820 W PINE BLVD
SAINT LOUIS
,
MO
63108
NONE
PC
TO IMPROVE HEALTH AND WELL-BEING AND STRENGTHEN COMMUNITIES
500
Total
.................................
3a
412,973
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
31,475
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
5,483
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
36,958
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
36,958
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description