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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$1,912,792J 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) 396,777
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 22,139 22,139  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 91,371
b Gross sales price for all assets on line 6a 731,383
7 Capital gain net income (from Part IV, line 2)... 190,659
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........ 510,287 212,798  
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)....... Click to see attachment 3,995 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 397 397   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 349 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,741 397   0
25 Contributions, gifts, grants paid....... 523,355 523,355
26 Total expenses and disbursements. Add lines 24 and 25 528,096 397   523,355
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,809
b Net investment income (if negative, enter -0-) 212,401
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 53,934 161,917 161,917
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).......      
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).......... 1,477,207 Click to see attachment1,351,415 1,750,875
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) 1,531,141 1,513,332 1,912,792
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 FASB ASC 958, check here bullet
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 bullet
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 1,531,141 1,513,332
29 Total net assets or fund balances (see instructions)..... 1,531,141 1,513,332
30 Total liabilities and net assets/fund balances (see instructions). 1,531,141 1,513,332
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
1,531,141
2
Enter amount from Part I, line 27a .....................
2
-17,809
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,513,332
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 29 .
6
1,513,332
Form 990-PF (2020)
Form 990-PF (2020)
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 P    
b FIDELITY #1871 D    
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 563,059   503,789 59,270
b 142,153   36,935 105,218
c 26,171     26,171
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       59,270
b       105,218
c       26,171
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 2 190,659
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,952
c All other domestic foundations enter 1.39% 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 2,952
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 2,952
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,423
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 6,423
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 3,471
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,471 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    DONALD T KUKLA CHAIRMAN OF THE BOARD
    0.23     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    MARK HEFFERNAN TREASURER
    1.11     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    NICOLE BAILEY TRUSTEE
    0.19     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    KARA HARMON TRUSTEE
    0.29     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    MATTHEW RING TRUSTEE
    0.39     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    DOUG WEBER TRUSTEE
    0.81     		0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    CHRISTIE SCHMUKE MEMBER AT LARGE
    1.54     		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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    1,571,598
    b
    Average of monthly cash balances.......................
    1b
    126,752
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,698,350
    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
    1,698,350
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,475
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,672,875
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    83,644
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    83,644
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,952
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,952
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    80,692
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    80,692
    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
    80,692
    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
    523,355
    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
    523,355
    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
    523,355
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 80,692
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 169,005
    b From 2016...... 200,898
    c From 2017...... 181,846
    d From 2018...... 182,536
    e From 2019...... 324,150
    fTotal of lines 3a through e........ 1,058,435
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 523,355
    a Applied to 2019, 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 2020 distributable amount..... 80,692
    e Remaining amount distributed out of corpus 442,663
    5 Excess distributions carryover applied to 2020. 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 1,501,098
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		169,005
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,332,093
    10 Analysis of line 9:
    a Excess from 2016.... 200,898
    b Excess from 2017.... 181,846
    c Excess from 2018.... 182,536
    d Excess from 2019.... 324,150
    e Excess from 2020.... 442,663
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    DONALD T KUKLA
    MARK HEFFERNAN
    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 (2020)
    Form 990-PF (2020)
    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
    ACCESS ACADEMIES
    3500 LINDELL BLVD FITZGERALD HALL
    ROOM 200
    SAINT LOUIS,MO63103     		NONE PC TO PROPEL AT-RISK MIDDLE SCHOOL STUDENTS THROUGH HIGH SCHOOL AND ON TO COLLEGE AND CAREER SUCCESS 2,100
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    199 WATER ST 11TH FLOOR
    NEW YORK,NY10038     		NONE PC TO PROMOTE UNDERSTANDING AND PREVENTION OF SUICIDE 1,000
    ASTHMA & ALLERGY FOUNDATION OF AMERICA
    1500 BIG BEND BLVD SUITE 1S
    SAINT LOUIS,MO63117     		NONE PC TO PROMOTE AND PROVIDE EDUCATION, SERVICES & AWARENESS TO ASTHMA, ALLERGY & RELATED FIELDS 1,500
    BACH SOCIETY OF ST LOUIS
    3547 OLIVE STREET SUITE 120
    SAINT LOUIS,MO63103     		NONE PC TO PROVIDE (BACH) MUSICAL AND EDUCATIONAL EXPERIENCES 2,500
    BIG BROTHERS BIG SISTERS
    501 N GRAND BLVD SUITE 100
    SAINT LOUIS,MO63103     		NONE PC FACILITATE MENTORING & RELATIONSHIPS FOR CHILDREN TO REALIZE THEIR POTENTIAL & BUILD THEIR FUTURE 5,000
    BIG MUDDY DANCE COMPANY
    3310 SAMUEL SHEPARD DR
    SAINT LOUIS,MO63103     		NONE PC BUILD A LOVE OF DANCE; COLLABORATE ACROSS THE COMMUNITY THROUGH SENIOR OUTREACH & SCHOOL PROGRAMS 1,500
    BOOKS FOR STL KIDS
    881 DELVIN DRIVE
    SAINT LOUIS,MO63141     		NONE PC PROVIDE NEW BOOKS TO CHILDREN FROM LOW-INCOME FAMILIES 500
    BOYS & GIRLS CLUBS OF GREATER ST LOUIS
    2901 NORTH GRAND BLVD
    SAINT LOUIS,MO63107     		NONE PC TO INSPIRE YOUTH (AGE 6-18) TO REALIZE POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS 5,000
    BUNNY'S BUDDIES
    6160 MISSION GORGE ROAD 205
    SAN DIEGO,CA92120     		NONE PC TO RESCUE ABUSED ANIMALS, REHABILITATE THEM, & GET THEM TO LOVING HOMES 1,000
    CHADS COALITION
    PO BOX 510528
    SAINT LOUIS,MO63151     		NONE PC SAVE YOUNG LIVES BY ADVANCING THE AWARENESS AND PREVENTION OF DEPRESSION & SUICIDE 1,000
    CHART TEEN TASK FORCE
    PO BOX 311
    HANNIBAL,MO63401     		NONE PC TO STOP UNINTENDED TEEN PREGNANCIES AND SEXUALLY TRANSMITTED DISEASES 500
    CINEMA ST LOUIS
    3547 OLIVE STREET SUITE 260
    SAINT LOUIS,MO63103     		NONE PC CULTURAL ENRICHMENT THRU SHOWCASING INT'L, DOCUMENTARY, & AMERICAN INDEPENDENT CINEMA 500
    COLLEGE BOUND
    110 NORTH JEFFERSON AVENUE
    SAINT LOUIS,MO63103     		NONE PC EMPOWER STUDENTS FROM ECONOMICALLY DISADVANTAGED BACKGROUNDS TO ACHIEVE BACHELOR'S DEGREES 1,000
    COMMUNITY FIRST FOUNDATION
    5855 WADSWORTH BYPASS UNIT A
    ARVADA,CO80003     		NONE PC TO BENEFIT THE COVID-19 JEFFCO HOPE FUND 25,000
    COMMUNITY LIVING INC
    1040 ST PETERS HOWELL ROAD
    ST PETERS,MO63376     		NONE PC TO ENRICH THE LIVES OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES 500
    DOWN SYNDROME ASSOCIATION
    1300 STRASSNER DR
    BRENTWOOD,MO63144     		NONE PC SUPPORT PERSONS WITH DOWN'S SYNDROME, FAMILIES & CAREGIVERS; IMPROVE KNOWLEDGE & CHAMPION RIGHTS 10,000
    EDEN'S ARMY
    1417 OLROYD DRIVE
    SWANSEA,IL62226     		NONE PC TO SUPPORT FAMILIES WHOSE CHILDREN ARE IN THE CARE OF THE CARDIAC INTENSIVE CARE UNIT 500
    FESTABILITY
    133 S 11TH ST SUITE 500
    SAINT LOUIS,MO63102     		NONE PC A FULLY ACCESSIBLE EVENT TO CELEBRATE DISABILITIES 2,500
    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 5,000
    FRIENDS OF KIDS WITH CANCER
    16 SUNNEN DRIVE SUITE 161
    SAINT LOUIS,MO63143     		NONE PC TO PROVIDE ED, EMOTIONAL & REC PROGRAMS TO KIDS WITH CANCER AND THEIR FAMILIES 10,500
    FUNDAMENTAL LEARNING CENTER
    2220 E 21ST STREET NORTH
    WICHITA,KS67214     		NONE PC TO EMPOWER CHILDREN WITH DYSLEXIA BY TEACHING THEM TO READ, WRITE AND SPELL 2,500
    GATEWAY SEARCH DOGS
    1123 EAGLE CREEK ROAD
    WILDWOOD,MO63005     		NONE PC ASSIST ENFORCEMENT AGENCIES TO LOCATE LOST, MISSING & DECEASED INDIVIDUALS 500
    GATEWAY TO HOPE
    3114 SUTTON BLVD
    MAPLEWOOD,MO63143     		NONE PC TO REMOVE BARRIERS TO AFFORDABLE, QUALITY HEALTH CARE AND EMPOWERING PEOPLE WITH BREAST CANCER 250
    GIRLS ON THE RUN
    3155 SUTTON BLVD SUITE 101
    BRENTWOOD,MO63143     		NONE PC ENCOURAGE DEV OF SELF-RESPECT & HEALTHY LIFESTYLES IN PRETEEN GIRLS THROUGH LESSONS AND RUNNING 1,500
    GRACE EPISCOPAL CHURCH
    514 EAST ARGONNE
    KIRKWOOD,MO63122     		NONE PC TO LEAD PEOPLE INTO A GROWING RELATIONSHIP WITH JESUS CHRIST 600
    GREAT CIRCLE
    330 NORTH GORE AVENUE
    SAINT LOUIS,MO63119     		NONE PC SUPPORT A COMPREHENSIVE PROVIDER OF BEHAVIORAL HEALTH SERVICES IN MISSOURI 9,000
    GREAT RIVERS GREENWAY FOUNDATION
    3745 FOUNDRY WAY SUITE 253
    SAINT LOUIS,MO63110     		NONE PC TO MAKE ST. LOUIS A MORE VIBRANT PLACE TO LIVE, WORK AND PLAY BY DEVELOPING A REGIONAL NETWORK OF GREENWAYS 1,500
    HANNIBAL CLINIC HEALTH SERVICES
    PO BOX 311
    HANNIBAL,MO63401     		NONE PC TO PROVIDE HEALTH CARE SERVICES IN RURAL AREAS 500
    HAVEN OF GRACE
    1225 WARREN STREET
    SAINT LOUIS,MO63106     		NONE PC RESOURCES & SUPPORT TO YOUNG & HOMELESS MOTHERS TO ACHIEVE SELF SUFFICIENCY & STABILITY 8,300
    HOLOCAUST MUSEUM & LEARNING CENTER
    12 MILLSTONE CAMPUS DRIVE
    SAINT LOUIS,MO63146     		NONE PC USE LESSONS OF THE HOLOCAUST TO REJECT HATRED, PROMOTE UNDERSTANDING & INSPIRE CHANGE 5,000
    HOPE CREATES
    PO BOX 546
    CHESTERFIELD,MO63006     		NONE PC EMPOWER YOUTH & YOUNG ADULTS IN RECOVERY FROM ADDICTION THROUGH BUSINESS SKILL DEV & EXPRESSIVE ARTS 3,050
    HUMANE SOCIETY
    1201 MACKLIND AVE
    SAINT LOUIS,MO63110     		NONE PC TO PROVIDE A SAFE, CARING HAVEN FOR ANIMALS THAT HAVE BEEN ABUSED OR ABANDONED 3,500
    IMMIGRANT & REFUGEE WOMEN'S PROGRAM
    5021 ADKINS AVE
    SAINT LOUIS,MO63116     		NONE PC INCREASE INDEP./REDUCE ISOLATION OF IMMIGRANT & REFUGEE WOMEN; TEACH ENGLISH & PRACTICAL LIVING SKILLS 10,000
    JEWISH NATIONAL FUND'S WATER SOLUTION PROJECT
    60 REVERE DRIVE SUITE 725
    NORTHBROOK,IL60062     		NONE PC BOLSTER ISRAEL'S WATER ECONOMY BY DEV. ALTERN. SOURCES, ADVANCING AGRICULTURE, & IMPROVING QUALITY 500
    JUVENILE DIABETES RESEARCH FOUNDATION
    200 VESEY STREET 28TH FLOOR
    NEW YORK,NY10281     		NONE PC FIGHT TYPE 1 DIABETES BY FUNDING RESEARCH, ADVOCATING, & PROVIDING A SUPPORT NETWORK 1,000
    KARLA SMITH FOUNDATION
    200 NORTH LINCOLN AVENUE
    OFALLON,IL62269     		NONE PC EMPOWER INDIVIDUALS & FAMILIES TO OVERCOME MENTAL & BEHAVIORAL CHALLENGES THROUGH THERAPY 500
    KIDSMART
    180 PROGRESS PKWY
    MARYLAND HEIGHTS,MO63043     		NONE PC EMPOWER KIDS IN NEED TO SUCCEED IN SCHOOL BY PROVIDING FREE ESSENTIAL TOOLS FOR LEARNING 2,500
    KIRK DAY SCHOOL
    12928 LADUE RD
    SAINT LOUIS,MO63141     		NONE PC FOR THE SCHOOL'S GENERAL OPERATING FUND 500
    KIVA
    986 MISSION STREET 4TH FL
    SAN FRANCISCO,CA94103     		NONE PC HELP UNDERSERVED COMMUNITIES BY PROVIDING AN ONLINE PLATFORM TO FACILITATE MICROLOANS GLOBALLY 500
    LEUKEMIA AND LYMPHOMA SOCIETY
    954 W WASHINGTON BLVD SUITE 305
    CHICAGO,IL60607     		NONE PC FUND BLOOD CANCER RESEARCH AND PROVIDE EDUCATION AND PATIENT SERVICES 800
    LOGAN UNIVERSITY
    1851 SCHOETTLER ROAD
    CHESTERFIELD,MO63017     		NONE PC CREATE A SAFER & HEALTHIER WORLD THRU EDUCATION, SERVICE, HEALTH SCIENCE & CHIROPRACTIC CARE 1,000
    LOLLY'S PLACE
    6940 OLIVE BLVD
    UNIVERSITY CITY,MO63130     		NONE PC PROVIDE A LITERACY FOCUSED AFTER SCHOOL TUTORING & ENRICHMENT PROGRAM 2,500
    MARCH OF DIMES
    11829 DORSETT RD
    MARYLAND HEIGHTS,MO63043     		NONE PC ADVOCATE FOR MOTHER & CHILD HEALTH (PREVENT BIRTH DEFECTS, PREMATURE BIRTH & INFANT MORTALITY) 12,000
    MICHAEL J ARMSTRONG MEMORIAL FOUNDATION
    77 CONCORD DRIVE
    TAPPAN,NY10983     		NONE PC SUPPORT EDUCATION FOR YOUNG MEN AND WOMEN WHO FACE FINANCIAL CHALLENGES 1,000
    MICROFINANCING PARTNERS IN AFRICA
    4949 COLUMBIA AVENUE
    SAINT LOUIS,MO63139     		NONE PC MICROFINANCE PROGRAMS IN AFRICA TO ADVANCE BUSINESS OPPORTUNITIES FOR PERSONS IN EXTREME POVERTY 2,500
    MIGHTY OAKES HEART FOUNDATION
    PO BOX 440323
    SAINT LOUIS,MO63144     		NONE PC PROVIDE FINANCIAL SUPPORT TO FAMILIES COPING WITH CONGENITAL HEART DEFECTS AND TO FUND RESEARCH 500
    MILE HIGH 360
    PO BOX 40160
    DENVER,CO80204     		NONE PC CREATE VIABLE PATHWAYS TO COLLEGE FOR HISTORICALLY UNDERSERVED DENVER PUBLIC SCHOOL STUDENTS 2,500
    MISSION - ST LOUIS
    3108 N GRAND BLVD
    SAINT LOUIS,MO63107     		NONE PC TO EMPOWER PEOPLE TO TRANSFORM THEIR LIVES, FAMILIES, AND NEIGHBORHOODS 25,000
    NATIONAL MS SOCIETY
    PO BOX 4594
    NEW YORK,NY10163     		NONE PC TO FUND RESEARCH, PROVIDE EDUCATION AND SERVICES, AND ADVOCATE FOR PEOPLE WITH MS AND THEIR FAMILIES 7,500
    NORTH SIDE COMMUNITY SCHOOL
    3033 N EUCLID AVE
    SAINT LOUIS,MO63115     		NONE PC CHARTER SCHOOL: K-8 EDUCATION WITH EXTENDED DAY AND EXTENDED YEAR PROGRAMMING 28,940
    PARENTS AS TEACHERS
    2228 BALL DRIVE
    SAINT LOUIS,MO63146     		NONE PC TO PROMOTE EARLY CHILDHOOD EDUCATION THROUGH SUPPORT OF PARENTS AND CAREGIVERS 2,500
    PEDAL THE CAUSE
    9288 DIELMAN INDUSTRIAL DR
    SAINT LOUIS,MO63132     		NONE PC TO PROVIDE CANCER RESEARCH FUNDING FOR SITEMAN CANCER CENTER & SITEMAN KIDS AT STL CHILDREN'S HOSPITAL 1,500
    PLACES FOR PEOPLE
    1001 LYNCH ST
    SAINT LOUIS,MO63118     		NONE PC IMPROVE PHYSICAL & BEHAVIORAL HEALTH OF INDIVIDUALS, FAMILIES, & COMMUNITIES 2,500
    PLANNED PARENTHOOD
    4251 FOREST PARK AVE
    SAINT LOUIS,MO63108     		NONE PC DELIVER REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO EMPOWER INFORMED DECISIONS 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 2,500
    REBOUND 911
    PO BOX 179373
    RICHMOND HEIGHTS,MO63117     		NONE PC PROVIDE RESOURCES TO REDUCE TOXIC STRESS SYNDROME AS AN OCCUPATIONAL HAZARD FOR FIRST RESPONDERS 1,000
    RETTSYNDROMEORG (INTERNATIONAL RETT SYNDROME FOUNDATION)
    4600 DEVITT DRIVE
    CINCINNATI,OH45246     		NONE PC FUND RESEARCH AIMED AT POTENTIAL CURES FOR RETT SYNDROME AND TO EMPOWER FAMILIES THRU EDUCATION 1,000
    RONALD MCDONALD HOUSE
    3450 PARK AVENUE
    SAINT LOUIS,MO63104     		NONE PC TO PROVIDE A HOME-AWAY-FROM-HOME FOR FAMILIES OF SERIOUSLY ILL CHILDREN 9,250
    SAINT LOUIS SYMPHONY ORCHESTRA
    718 NORTH GRAND BOULEVARD
    SAINT LOUIS,MO63103     		NONE PC TO HOST SYMPHONY CONCERTS AND EDUCATION IN AND FOR THE COMMUNITY 8,000
    SIH (SOUTHERN ILLINIOIS HEALTHCARE) FOUNDATION
    PO BOX 3988
    CARBONDALE,IL62902     		NONE PC PROVIDE A COORDINATED NETWORK OF HEALTH & SUPPORTIVE SERVICES 1,000
    SOUTHERN ILLINOIS UNIVERSITY FOUNDATION
    1235 DOUGLAS DRIVE
    CARBONDALE,IL62901     		NONE PC TO SUPPORT AN ALUMNI ACCOUNTING SCHOLARSHIP FUND FOR SIU CARBONDALE 5,000
    SOUTHSIDE EARLY CHILDHOOD CENTER
    2101 S JEFFERSON AVE
    SAINT LOUIS,MO63104     		NONE PC TO PROVIDE EARLY CHILDHOOD EDUCATION AND SUPPORT SERVICES 2,500
    SPECIAL EDUCATION FOUNDATION
    11933 WESTLINE INDUSTRIAL DRIVE
    SAINT LOUIS,MO63146     		NONE PC TO EMPOWER STUDENTS WITH DISABILITIES BY GIVING THEM TOOLS AND OPPORTUNTIES TO SUCCEED 300
    SPECIAL OLYMPICS MISSOURI
    2945 S BRENTWOOD
    SAINT LOUIS,MO63144     		NONE PC SPORTS TRAINING AND COMPETITION OPPORTUNITIES FOR KIDS WITH INTELLECTUAL DISABILITIES 10,800
    ST ANDREWS CHARITABLE FOUNDATION
    1001 CRAIG ROAD SUITE 200
    SAINT LOUIS,MO63146     		NONE PC IMPROVE THE QUALITY OF LIFE FOR SENIORS-IN-NEED THROUGH RELIABLE & COMPASSIONATE CARE 2,500
    ST LOUIS AAA BLUES (AMATEUR HOCKEY ASSOCIATION OF MISSOURI)
    345 MISSION BAY COURT
    WILDWOOD,MO63040     		NONE PC PROMOTE AMATEUR HOCKEY AS A RECREATIONAL PROGRAM FOR YOUTH 2,000
    ST LOUIS AREA FOODBANK
    70 CORPORATE WOODS DRIVE
    SAINT LOUIS,MO63044     		NONE PC BUILD STRONGER COMMUNITIES BY EMPOWERING PEOPLE WITH FOOD & HOPE 2,300
    ST LOUIS CHILDREN'S HOSPITAL FOUNDATION
    1001 HIGHLANDS PLAZA DRIVE WEST
    SUITE 160
    SAINT LOUIS,MO63110     		NONE PC SUPPORT CHILDREN'S HEALTH CARE THRU FINANCIAL ASSISTANCE FOR ST. LOUIS CHILDREN'S HOSPITAL 650
    ST LOUIS COMMUNITY COLLEGE
    3221 MCKELVEY ROAD
    BRIDGETON,MO63044     		NONE PC TO PROVIDE SUPPORT AND FUNDING FOR SCHOLARSHIPS FOR ST. LOUIS COMMUNITY COLLEGE 2,500
    ST LOUIS COMMUNITY FOUNDATION
    2 OAK KNOLL PARK
    SAINT LOUIS,MO63105     		NONE PC TO BENEFIT THE COVID-19 REGIONAL RESPONSE FUND 126,000
    ST LOUIS COUNTY LIBRARY
    1640 SOUTH LINDBERGH BLVD
    SAINT LOUIS,MO63131     		NONE PC TO SUPPORT EDUCATION AND READING 1,000
    ST LOUIS COUNTY PARKS FOUNDATION
    PO BOX 31158
    DES PERES,MO63131     		NONE PC SUPPORT FACILITIES, PROGRAMS, CAPITAL IMPROVEMENTS & RESOURCES OF THE ST. LOUIS COUNTY PARKS 500
    ST LOUIS KAPLAN FELDMAN HOLOCAUST MUSEUM
    12 MILLSTONE CAMPUS DRIVE
    SAINT LOUIS,MO63146     		NONE PC USE LESSONS OF THE HOLOCAUST TO REJECT HATRED, PROMOTE UNDERSTANDING & INSPIRE CHANGE 2,500
    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 4,000
    ST LOUIS POLICE FOUNDATION
    9761 CLAYTON ROAD
    SAINT LOUIS,MO63124     		NONE PC SUPPORT PROGRAMS, INITIATIVES & PROJECTS THAT COMPLEMENT POLICING STRATEGIES FOR THE COMMUNITY 2,500
    ST LOUIS PROSPECTS HOCKEY
    366 N RIDGE ROAD
    COLUMBIA,IL62236     		NONE PC TO PROVIDE YOUTH HOCKEY PLAYERS VALUABLE LIFE SKILLS WHILE PROMOTING SELF ESTEEM AND HEALTH 200
    ST LOUIS SHAKESPEARE FESTIVAL
    5715 ELIZABETH AVENUE
    SAINT LOUIS,MO63110     		NONE PC FOSTER COMMUNITY & JOY ACROSS THE ST. LOUIS REGION THRU THE SHAKESPEAREAN TRADITION OF ART 1,800
    ST LOUIS YOUTH HOCKEY FIGHTS CANCER
    5323 STATE HIGHWAY N SUITE 233
    COTTLEVILLE,MO63338     		NONE PC TO SUPPORT THOSE AFFECTED BY CANCER 1,000
    ST LUKE'S HOSPITAL
    232 SOUTH WOODS MILL ROAD
    CHESTERFIELD,MO63017     		NONE PC TO PROVIDE HEALTH CARE SERVICES IN ST. LOUIS 10,000
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		NONE PC HONOR & SUPPORT MILITARY & FIRST RESPONDERS WHO MADE SACRIFICES OF LIFE & LIMB & THEIR FAMILIES 500
    STL VILLAGE
    4501 WESTMINSTER PLACE
    SAINT LOUIS,MO63108     		NONE PC ENHANCE QUALITY OF LIFE FOR PEOPLE 50+ WHO WANT TO LIVE AT HOME & STAY ACTIVE IN THE COMMUNITY 750
    TENTH LIFE CAT RESCUE
    PO BOX 63187
    SAINT LOUIS,MO63163     		NONE PC PROVIDE VETERINARY CARE, FOSTER HOMES, & ADOPTIONS TO STRAY CATS; WORK TO END UNNECESSARY EUTHANASIA 800
    THE AMERICAN RED CROSS - GREATER ST LOUIS
    10195 CORPORATE SQUARE
    CREVE COEUR,MO63132     		NONE PC TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES 7,500
    THE BACKSTOPPERS INC
    10411 CLAYTON ROAD SUITE 203
    SAINT LOUIS,MO63131     		NONE PC FINANCIAL ASSIST. & SUPPORT OF SPOUSES AND CHILDREN OF FALLEN POLICE OFFICERS, FIREFIGHTERS, & EMTS 4,000
    THE MAGIC HOUSE
    516 S KIRKWOOD ROAD
    SAINT LOUIS,MO63122     		NONE PC TO PROVIDE HANDS-ON LEARNING EXPERIENCES TO CHILDREN 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
    UCLA DONOR RELATIONS
    10889 WILSHIRE BLVD SUITE 1500
    LOS ANGELES,CA90024     		NONE PC PROVIDE NEED-BASED SCHOLARSHIPS TO STUDENTS 500
    UNITED WAY OF GREATER ST LOUIS
    910 N 11TH ST
    SAINT LOUIS,MO63101     		NONE PC TO RAISE AND ALLOCATE FUNDS TO SUPPORT AGENCIES AND SERVICES IN A COMMUNITY 47,265
    VISITATION ACADEMY
    3020 NORTH BALLAS RD
    SAINT LOUIS,MO63131     		NONE PC PROVIDE QUALITY CATHOLIC EDUCATION FOR GIRLS 1,000
    VISITING NURSE ASSOCIATION
    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 1,000
    WASHINGTON UNIVERSITY
    CAMPUS BOX 1082 ONE BROOKINGS DRIVE
    SAINT LOUIS,MO63130     		NONE PC TO PROVIDE WASH U SCHOLARSHIPS, EDUCATIONAL RESOURCES, FACULTY DEV/RECRUIT & FACILITY IMPROVEMENTS 1,000
    WATERBOYS - THE CHRIS LONG FOUNDATION
    100 S BRENTWOOD BLVD SUITE 500
    SAINT LOUIS,MO63105     		NONE PC PROVIDE CLEAN, ACCESSIBLE DRINKING WATER TO COMMUNITIES IN NEED 11,000
    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 12,000
    WEIDENBAUM CENTER - WASHINGTON UNIVERSITY
    CAMPUS BOX 1082 ONE BROOKINGS DRIVE
    SAINT LOUIS,MO63130     		NONE PC WEIDENBAUM CENTER - RESEARCH FOCUSED ON THE ECONOMY, GOVERNMENT, AND PUBLIC POLICY 2,500
    WESTMINSTER CHRISTIAN ACADEMY
    800 MARYVILLE CENTRE DRIVE
    TOWN COUNTRY,MO63017     		NONE PC TO SUPPORT A CHRISTIAN PRIVATE COLLEGE-PREP SCHOOL SERVING 7-12TH GRADES 6,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    TOPEKA,KS66675     		NONE PC TO HONOR AND EMPOWER WOUNDED WARRIORS 500
    YMCA
    326 SOUTH 21ST STREET 4TH FLOOR
    SAINT LOUIS,MO63103     		NONE PC TO PROVIDE COMMUNITY CENTERED PROGRAMS, RECREATIONAL AREAS, FITNESS CENTERS, AND SPORTS PROGRAMS 1,200
    YMCA MID-COUNTY
    1900 URBAN DRIVE
    BRENTWOOD,MO63144     		NONE PC TO PROVIDE COMMUNITY CENTERED PROGRAMS, RECREATIONAL AREAS, FITNESS CENTERS, AND SPORTS PROGRAMS 1,500
    YOUTH IN NEED
    1815 BOONES LICK ROAD
    ST CHARLES,MO63301     		NONE PC PROVIDE NURTURING ENVIRONMENTS & EDUCATIONAL OPPORTUNITIES FOR CHILDREN & FAMILIES 1,000
    YWCA OF METROPOLITAN ST LOUIS
    1155 OLIVETTE EXECUTIVE PKWY
    SAINT LOUIS,MO63132     		NONE PC TO IMPROVE HEALTH AND WELL-BEING AND STRENGTHEN COMMUNITIES 500
    Total .................................bullet 3a 523,355
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 22,139  
    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 91,371  
    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).. 0 113,510 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    113,510
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    MONETA GROUP CHARITABLE FOUNDATION
          		Employer identification number
    43-1871586
    Part I
    Contributors
    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
    LINDA PIETROBURGO
    435 TWIN CREEK RD
     
    SAINT LOUIS, MO63141

    		$ 67,356


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    MONETA GROUP LLC
     
    100 S BRENTWOOD BLVD STE 500
     
    SAINT LOUIS, MO63105

    		$ 59,458


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    STEVE FINERTY
    20 ALGONQUIN LN
     
    WEBSTER GROVES, MO63119

    		$ 36,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    TIM HALLS
    8025 BONHOMME AVE
     
    CLAYTON, MO63105

    		$ 29,936


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    DAVE SADLER
    24 FLYNN FOREST LANE
     
    GLENDALE, MO63122

    		$ 20,429


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    DIANE COMPARDO AND RON WIENSTROER
    42 BRIARCLIFF
     
    SAINT LOUIS, MO63124

    		$ 15,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MONETA GROUP CHARITABLE FOUNDATION
          		Employer identification number
    43-1871586
    Part I
    Contributors
    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
    MICHAEL JOHNSON
    12304 COPPERSMITH COURT
     
    SAINT LOUIS, MO63131

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    ERIC KITTNER
    3 LADUE ACRES
     
    SAINT LOUIS, MO63124

    		$ 14,691


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    DAVID BRECKENRIDGE
    84 LAKE FOREST DR
     
    SAINT LOUIS, MO63117

    		$ 13,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    MATTHEW RING
    950 CABERNET DRIVE
     
    CHESTERFIELD, MO63017

    		$ 12,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    MARK HEFFERNAN
    2701 N GEYER
     
    SAINT LOUIS, MO63131

    		$ 11,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    JAKE WINEGRAD
    919 DWYER AVE
     
    SAINT LOUIS, MO63122

    		$ 8,360


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MONETA GROUP CHARITABLE FOUNDATION
          		Employer identification number
    43-1871586
    Part I
    Contributors
    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
    DOUG WEBER
    11924 EMERALD GREEN DR
     
    CREVE COEUR, MO63141

    		$ 7,930


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    BROOKE HUNADY
    17426 HIGHLAND WAY DR
     
    CHESTERFIELD, MO63005

    		$ 6,401


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    LOGAN FINERTY
    8025 MARYLAND AVE 7K
     
    SAINT LOUIS, MO63105

    		$ 6,127


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    COLEMAN SHEEHAN
    8021 SOUTH DRIVE
     
    SAINT 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
    17
    ROBERT HEHMEYER
    5900 HIGHFIELD RD
     
    SAINT LOUIS, MO63109

    		$ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
    PATRICK MCGINNIS
    5021 DONOVAN AVE
     
    SAINT LOUIS, MO63109

    		$ 6,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MONETA GROUP CHARITABLE FOUNDATION
          		Employer identification number
    43-1871586
    Part I
    Contributors
    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
    19
    JAMIE MEALEY
    110 W GLENDALE RD
     
    WEBSTER GROVES, MO63119

    		$ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
    DAN WEST
    2550 HARBOURSIDE DR 354
     
    LONGBOARD, FL34228

    		$ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    21
    HUNTER BROWN
    18 CLERMONT LN
     
    SAINT LOUIS, MO63124

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
    KARL DUNAJCIK
    326 ELM VALLEY DRIVE
     
    WEBSTER GROVES, MO63119

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
    JAMES BLAIR
    505 NOMINI HALL CT
     
    SAINT 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
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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
    1
    		 SECURITIES $ 67,356 2020-01-17
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 SECURITIES $ 14,936 2020-10-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 SECURITIES $ 20,429 2020-01-09
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    8
    		 SECURITIES $ 14,691 2020-07-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    13
    		 SECURITIES $ 4,930 2020-12-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    14
    		 SECURITIES $ 6,401 2020-11-03
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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
    15
    		 SECURITIES $ 1,127 2020-10-19
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    MONETA GROUP CHARITABLE FOUNDATION
    EIN:
    43-1871586
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,995 0   0

    TY 2020 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 1,351,415 1,750,875

    TY 2020 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
    POSTAGE 65 0   0
    MISCELLANEOUS EXPENSE 284 0   0


    TY 2020 TaxesSchedule
    Name:
    MONETA GROUP CHARITABLE FOUNDATION
    EIN:
    43-1871586
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 397 397   0