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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$1,999,511
J 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) 368,236
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 23,037 23,037  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 102,255
b Gross sales price for all assets on line 6a 499,277
7 Capital gain net income (from Part IV, line 2)... 180,791
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........ 493,528 203,828  
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)....... 4,250 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,591 591   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,248 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,089 591   0
25 Contributions, gifts, grants paid....... 541,188 541,188
26 Total expenses and disbursements. Add lines 24 and 25 551,277 591   541,188
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -57,749
b Net investment income (if negative, enter -0-) 203,237
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 161,917 142,073 142,073
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).......... 1,351,415 Click to see attachment1,313,510 1,857,438
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) 1,513,332 1,455,583 1,999,511
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 1,513,332 1,455,583
29 Total net assets or fund balances (see instructions)..... 1,513,332 1,455,583
30 Total liabilities and net assets/fund balances (see instructions). 1,513,332 1,455,583
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
1,513,332
2
Enter amount from Part I, line 27a .....................
2
-57,749
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,455,583
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
1,455,583
Form 990-PF (2021)
Form 990-PF (2021)
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 SECURITIES LITIGATION P    
d CAPITAL GAINS DIVIDENDS P    
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 330,000   278,561 51,439
b 118,351   39,925 78,426
c 90     90
d 50,836     50,836
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       51,439
b       78,426
c       90
d       50,836
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 2 180,791
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2,825
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 2,825
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,471
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,750
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,221
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 3,396
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet3,396 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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 (RES. 03/21)
    0.21
    0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    NICOLE BAILEY CHAIRMAN OF THE BOARD
    0.35
    0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    MARK HEFFERNAN TREASURER
    1.06
    0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    DAVID CURTIS TRUSTEE
    0.69
    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
    JAMIE MEALEY TRUSTEE
    1.00
    0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    MATTHEW RING TRUSTEE
    0.48
    0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    DOUG WEBER TRUSTEE (RES. 03/21)
    1.58
    0 0 0
    100 S BRENTWOOD BLVD STE 500
    SAINT LOUIS,MO63105
    CHRISTIE SCHMUKE MEMBER AT LARGE
    2.12
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    1,810,367
    b
    Average of monthly cash balances.......................
    1b
    186,000
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,996,367
    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
    1,996,367
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    29,946
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,966,421
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    98,321
    Part X
    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 IX, line 6..................
    1
    98,321
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,825
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,825
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    95,496
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    95,496
    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 XII, line 1 ...
    7
    95,496
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 95,496
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 200,898
    b From 2017...... 181,846
    c From 2018...... 182,536
    d From 2019...... 324,150
    e From 2020...... 442,663
    f Total of lines 3a through e ........ 1,332,093
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 541,188
    a Applied to 2020, 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 2021 distributable amount..... 95,496
    e Remaining amount distributed out of corpus 445,692
    5 Excess distributions carryover applied to 2021. 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 1,777,785
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    200,898
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    1,576,887
    10 Analysis of line 9:
    a Excess from 2017.... 181,846
    b Excess from 2018.... 182,536
    c Excess from 2019.... 324,150
    d Excess from 2020.... 442,663
    e Excess from 2021.... 445,692
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AEROANGEL
    1550 LARIMER STREET
    DENVER,CO80202
    NONE PC PROVIDE MEDICAL FLIGHTS FOR CHILDREN WHO NEED LIFE-SAVING MEDICAL CARE 1,000
    ALS ASSOCIATION ST LOUIS REGIONAL
    1950 CRAIG ROAD 200
    SAINT LOUIS,MO63146
    NONE PC TO DISCOVER TREATMENTS AND A CURE FOR ALS 500
    AMERICAN PARKINSON DISEASE ASSOCIATION
    1415 ELBRIDGE PAYNE ROAD STE 150
    CHESTERFIELD,MO63017
    NONE PC TO SUPPORT THE APDA CENTER FOR ADVANCED PARKINSON RESEARCH AT WASHINGTON UNIVERSITY SCHOOL OF MEDICINE 1,500
    ANIMAL PROTECTIVE ASSOCIATION OF MISSOURI
    1705 S HANLEY ROAD
    SAINT LOUIS,MO63144
    NONE PC BRING PEOPLE AND PETS TOGETHER AND ADVANCE HUMANE EDUCATION 1,000
    ASCENSION CATHOLIC CHURCH
    230 SANTA MARIA DRIVE
    CHESTERFIELD,MO63005
    NONE PC FOR THE CHURCH'S GENERAL OPERATING FUND 400
    BACH SOCIETY OF ST LOUIS
    3547 OLIVE STREET SUITE 120
    SAINT LOUIS,MO63103
    NONE PC TO PROVIDE (BACH) MUSICAL AND EDUCATIONAL EXPERIENCES 2,500
    BENCH MARK PROGRAM
    341 EAST LIBERTY STREET
    LANCASTER,PA17602
    NONE PC PROVIDE PERSONAL TRAINING SERVICES TO AT-RISK YOUTH AND MENTORSHIP 1,500
    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 500
    BOOKS FOR NEWBORNS INC
    9051 WATSON ROAD 329
    SAINT LOUIS,MO63126
    NONE PC PROVIDE BOOKS TO LOW-INCOME MOTHERS TO SUPPORT READING AND BONDING 1,000
    BURNS RECOVERED SUPPORT GROUP INC
    6220 S LINDBERGH BLVD SUITE 203
    SAINT LOUIS,MO63123
    NONE PC PROVIDE HOPE/SUPPORT FOR BURN VICTIMS & FAMILIES; INCREASE AWARENESS & PREVENT BURN INJURIES 2,480
    CASAS POR CRISTO
    PO BOX 971070
    EL PASO,TX79997
    NONE PC BUILD HOMES AND SERVE 500
    CATHOLIC CHARITIES OF NORTHEAST KANSAS
    9720 W 87TH STREET
    OVERLAND PARK,KS66212
    NONE PC STRENGTHEN INDIVIDUALS AND FAMILIES IN NEED ACROSS NORTHEAST KANSAS 500
    CATHOLIC CHARITIES OF ST LOUIS
    PO BOX 952393
    SAINT LOUIS,MO63129
    NONE PC SERVE PEOPLE IN NEED, WORK TO IMPROVE SOCIAL CONDITIONS, AND UNITE WITH OTHERS 1,000
    CENTER OF CREATIVE ARTS (COCA)
    524 TRINITY AVENUE
    SAINT LOUIS,MO63130
    NONE PC TO PROVIDE DANCE, VOCAL MUSIC THEATER, ART, AND DESIGN EXPERIENCES/EDUCATION 2,000
    CHAMINADE COLLEGE PREPARATORY SCHOOL
    425 S LINDBERGH BLVD
    SAINT LOUIS,MO63131
    NONE PC CATHOLIC SCHOOL FOR YOUNG MEN GRADES 6-12 5,000
    CHART TEEN TASK FORCE
    PO BOX 1321
    HANNIBAL,MO63401
    NONE PC PROVIDE TEENS WITH THE INFORMATION TO MAKE RESPONSIBLE, INFORMED DECISIONS ABOUT THEIR SEXUALITY 500
    CHRIS A OLSON MEMORIAL FOUNDATION
    1997 VALMONT DRIVE
    ARNOLD,MO63010
    NONE PC SUPPORT VETERANS AND MENTAL HEALTH ORGANIZATIONS 300
    CHRIS LONG FOUNDATION
    100 SOUTH BRENTWOOD
    SAINT LOUIS,MO63105
    NONE PC CREATE SOLUTIONS FOR CLEAN WATER AND EDUCATION ACCESS 2,000
    CHURCHILL CENTER & SCHOOL
    1021 MUNICIPAL CENTER DRIVE
    TOWN COUNTRY,MO63131
    NONE PC SUPPORT STUDENTS WITH DYSLEXIA, ADHD, AND OTHER LEARNING DISABILITES 2,000
    CITY GARDEN SCHOOL
    1618 TOWER GROVE AVE
    SAINT LOUIS,MO63110
    NONE PC DIVERSITY, EQUITY & INCLUSION TRAINING FOR STUDENTS AND TEACHERS 2,500
    CONCORDANCE ACADEMY
    6 CITYPLACE DRIVE SUITE 522
    SAINT LOUIS,MO63141
    NONE PC TO DRAMATICALLY REDUCE REINCARCERATION RATES USING A RE-ENTRY MODEL 2,500
    CONTEMPORARY ART MUSEUM ST LOUIS
    3750 WASHINGTON BOULEVARD
    SAINT LOUIS,MO63108
    NONE PC ENRICH LIVES & INSPIRE CURIOSITY, CREATIVITY, & LEARNING THROUGH EXPERIENCES WITH CONTEMPORARY ART 5,000
    COR JESU ACADEMY
    10230 GRAVOIS ROAD
    SAINT LOUIS,MO63123
    NONE PC COLLEGE-PREPARATORY SCHOOL FOR YOUNG WOMEN 200
    COVENANT HOUSE OF MISSOURI
    2727 N KINGSHIGHWAY
    SAINT LOUIS,MO63113
    NONE PC SUPPORT YOUTH WHO ARE RUNAWAY, TRAFFICKED, AT-RISK, OR EXPERIENCING HOMELESSNESS 4,000
    COVENANT PRESBYTERIAN CHURCH
    2143 N BALLAS ROAD
    SAINT LOUIS,MO63131
    NONE PC FOR THE CHURCH'S GENERAL OPERATING FUND 800
    CROHN'S & COLITIS FOUNDATION INC
    733 THIRD AVENUE SUITE 510
    NEW YORK,NY10017
    NONE PC TO CURE CROHN'S DISEASE AND ULCERATIVE COLITIS AND TO IMPROVE THE QUALITY OF LIFE OF THOSE AFFECTED 50
    DENVER ACTIVE 20-30
    PO BOX 202684
    DENVER,CO80220
    NONE PC DEVELOP PHILANTHROPIC LEADERS WHO MOBILIZE THE COMMUNITY TO IMPACT THE LIVES OF DISADVANTAGED CHILDREN 500
    DEVON PREPARATORY SCHOOL
    363 N VALLEY FORGE
    DEVON,PA19333
    NONE PC COLLEGE-PREPARATORY SCHOOL FOR YOUNG MEN GRADES 6-12 1,000
    DISABLED ATHLETE SPORTS ASSOCIATION
    1236 JUNGERMANN ROAD SUITE A
    ST PETERS,MO63376
    NONE PC EMPOWER INDIVIDUALS WITH DISABILITIES TO FIND THEIR INNER ATHLETE THROUGH ADAPTIVE SPORTS 160
    DONALD DANFORTH PLANT SCIENCE CENTER
    975 N WARSON RD
    OLIVETTE,MO63132
    NONE PC IMPROVE THE HUMAN HEALTH AND CONDITION THROUGH PLANT SCIENCES AND ENVIRONMENT PRESERVATION 10,000
    DREAM BUILDERS 4 EQUITY
    4220 DUNCAN AVE SUITE 201
    SAINT LOUIS,MO63110
    NONE PC TO PROVIDE YOUNG PEOPLE FROM LOW-INCOME COMMUNITIES THE OPPORTUNITY TO BUILD HOMES 10,000
    EARTHDANCE ORGANIC FARM SCHOOL
    233 S DADE AVENUE
    FERGUSON,MO63135
    NONE PC ADVANCE FOOD JUSTICE BY TRAINING ORGANIC FARMERS AND GARDENERS OF ALL AGES 2,500
    FOLDS OF HONOR ST LOUIS
    16105 SWINGLEY RIDGE ROAD 726
    CHESTERFIELD,MO63005
    NONE PC PROVIDE SCHOLARSHIPS TO SPOUSES & CHILDREN OF FALLEN & DISABLED SERVICE MEMBERS AND FIRST RESPONDERS 400
    FOOD FOR THOUGHT DENVER
    PO BOX 11813
    DENVER,CO80211
    NONE PC PROVIDE FOOD TO UNDERPRIVILEGED STUDENTS TO TAKE HOME FOR THE WEEKEND 1,000
    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 2,500
    FRIENDS OF KIDS WITH CANCER
    16 SUNNEN DRIVE 161
    SAINT LOUIS,MO63143
    NONE PC TO PROVIDE PROGRAMS TO KIDS WITH CANCER AND THEIR FAMILIES 15,000
    GATEWAY ARCH PARK FOUNDATION
    ONE S MEMORIAL DRIVE SUITE 700
    SAINT LOUIS,MO63102
    NONE PC ENSURE THE GATEWAY ARCH AND GROUNDS ARE WELCOMING AND WELL SUPPORTED INTO THE FUTURE 3,000
    GATEWAY REGION 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
    GIRLS INC OF METRO DENVER
    1499 JULIAN STREET
    DENVER,CO80204
    NONE PC INSPIRE ALL GIRLS TO BE STRONG, SMART AND BOLD THROUGH PROGRAMS AND ADVOCATING FOR RIGHTS 1,000
    GIRLS ON THE RUN
    3155 SUTTON BOULEVARD
    MAPLEWOOD,MO63143
    NONE PC TO EMPOWER GIRLS FOR A LIFETIME OF HEALTHY LIVING 5,000
    GREAT RIVERS GREENWAY FOUNDATION
    6178 DELMAR BOULEVARD
    SAINT LOUIS,MO63112
    NONE PC TO MAKE ST. LOUIS A MORE VIBRANT PLACE TO LIVE, WORK & PLAY BY DEVELOPING A REGIONAL NETWORK OF GREENWAYS 1,000
    HABITAT FOR HUMANITY OF KANSAS CITY
    1423 E LINWOOD BLVD
    KANSAS CITY,MO64109
    NONE PC BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE 5,000
    HILLJACK HOUSE INC
    PO BOX 2607
    SAINT LOUIS,MO63116
    NONE PC PROVIDE A SAFE & SUPPORTIVE ENVIRONMENT FOR PEOPLE RECOVERING FROM DRUG & ALCOHOL ADDICTION 2,500
    HOME SWEET HOME ST LOUIS
    290 HANLEY INDUSTRIAL COURT
    BRENTWOOD,MO63144
    NONE PC PROVIDE BASIC HOUSEHOLD FURNISHINGS TO UNDER-SERVED FAMILIES 500
    HOPE CREATES
    PO BOX 546
    CHESTERFIELD,MO63006
    NONE PC EMPOWER YOUTH & YOUNG ADULTS ADDICTION RECOVERY THROUGH BUSINESS SKILL DEV & EXPRESSIVE ARTS 2,750
    HORIZONS NATIONAL
    120 POST ROAD WEST SUITE 202
    WESTPORT,CT06880
    NONE PC STEM PROGRAMMING FOR AFTER SCHOOL CAMPS 2,500
    INTERNATIONAL RETT SYNDROME FOUNDATION
    4600 DEVITT DRIVE
    CINCINNATI,OH45246
    NONE PC FUND RESEARCH AIMED AT POTENTIAL CURES FOR RETT SYNDROME AND TO EMPOWER FAMILIES THROUGH EDUCATION 2,500
    JUNE JESSEE MEMORIAL FOUNDATION
    PO BOX 37016
    SAINT LOUIS,MO63141
    NONE PC TO SUPPORT FAMILIES OF CHILDREN BATTLING NEUROLOGICAL CONDITIONS 1,000
    KAUFMAN MUSIC CENTER
    129 WEST 67TH STREET
    NEW YORK,NY10023
    NONE PC STIMULATE APPRECIATION OF AND PARTICIPATION IN MUSIC THROUGH PERFORMANCE AND EDUCATION 2,000
    KIDSMART
    8816 MANCHESTER ROAD 287
    SAINT LOUIS,MO63144
    NONE PC EMPOWER KIDS IN NEED TO SUCCEED IN SCHOOL BY PROVIDING FREE ESSENTIAL TOOLS FOR LEARNING 25,000
    KIRK DAY SCHOOL
    12928 LADUE RD
    SAINT LOUIS,MO63141
    NONE PC FOR THE SCHOOL'S GENERAL OPERATING FUND 1,000
    LEUKEMIA AND LYMPHOMA SOCIETY
    PO BOX 735283
    DALLAS,TX75373
    NONE PC CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA AND IMPROVE QUALITY OF LIFE 1,000
    LIFEWISE STL
    1321 S 11TH STREET
    SAINT LOUIS,MO63104
    NONE PC HELP INDIVIDUALS & FAMILIES ACHIEVE ECONOMIC WELL-BEING THROUGH PROGRAMMING & ADDRESSING BARRIERS 5,000
    LOGAN UNIVERSITY
    1851 SCHOETTLER ROAD
    CHESTERFIELD,MO63017
    NONE PC CREATE A SAFER & HEALTHIER WORLD THROUGH EDUCATION, SERVICE, & HEALTH SCIENCE 1,000
    MARCH OF DIMES
    11829 DORSETT RD
    MARYLAND HEIGHTS,MO63043
    NONE PC MOTHER & CHILD HEALTH ADVOCACY (PREVENT BIRTH DEFECTS, PREMATURE BIRTH & INFANT MORTALITY) 9,000
    MERCY HEALTH FOUNDATION
    10010 KENNERLY ROAD
    SAINT LOUIS,MO63128
    NONE PC TO ADVANCE HEALTH CARE ADVANCES AND PROJECTS IN ST. LOUIS 4,800
    METRO EAST FCA
    331 SALEM PLACE SUITE 240
    FAIRVIEW HEIGHTS,IL62208
    NONE PC LEAD EVERY COACH AND ATHLETE INTO A GROWING RELATIONSHIP WITH JESUS CHRIST AND HIS CHURCH 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 FUND RESEARCH 2,500
    MISSION - ST LOUIS
    3108 N GRAND BLVD
    SAINT LOUIS,MO63107
    NONE PC TO EMPOWER PEOPLE TO TRANSFORM THEIR LIVES, FAMILIES, AND NEIGHBORHOODS 2,500
    NAMI ST LOUIS
    1810 CRAIG ROAD 124
    SAINT LOUIS,MO63146
    NONE PC IMPROVE THE LIVES OF CHILDREN AND ADULTS WITH MENTAL ILLNESS AND THEIR FAMILIES 10,084
    NATIONAL COUNCIL OF JEWISH WOMEN
    295 N LINDBERGH BOULEVARD
    SAINT LOUIS,MO63141
    NONE PC STRIVE FOR SOCIAL JUSTICE AND QUALITY OF LIFE BY SAFEGUARDING INDIVIDUAL RIGHTS & FREEDOMS 1,000
    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 10,000
    NERINX HALL
    530 E LOCKWOOD AVENUE
    WEBSTER GROVES,MO63119
    NONE PC CATHOLIC COLLEGE-PREPARATORY HIGH SCHOOL FOR YOUNG WOMEN 450
    NETWORK FOR TEACHING ENTREPRENEURSHIP
    120 WALL STREET 18TH FLOOR
    NEW YORK,NY10005
    NONE PC K-12 FINANCIAL EDUCATION COURSE SPONSORSHIP 66,150
    NINE PBS
    3655 OLIVE STREET
    SAINT LOUIS,MO63108
    NONE PC TO ENGAGE AND ENTERTAIN THE COMMUNITY THROUGH PBS PROGRAMMING 25,000
    OASIS INTERNATIONAL MINISTRIES INC
    5035 GRAVOIS AVENUE
    SAINT LOUIS,MO63116
    NONE PC LOVE AND CARE FOR THOSE SEEKING REFUGE FROM A WAR-TORN COUNTRY 1,000
    OPEN DOOR ANIMAL SANCTUARY
    6065 DUDA ROAD
    HOUSE SPRINGS,MO63051
    NONE PC PROVIDE HOMELESS CATS AND DOGS WITH THE HIGHEST QUALITY OF LIFE AND A SECOND CHANCE FOR A FAMILY 400
    OUR LITTLE HAVEN
    PO BOX 23010
    SAINT LOUIS,MO63156
    NONE PC PROVIDE EARLY INTERVENTION SERVICES FOR CHILDREN AND FAMILIES 1,500
    PARENTS AS TEACHERS
    2228 BALL DRIVE
    SAINT LOUIS,MO63146
    NONE PC TO PROMOTE EARLY CHILDHOOD EDUCATION THROUGH SUPPORT OF PARENTS AND CAREGIVERS 2,500
    PIONEER BLUFFS
    695 KANSAS HIGHWAY 177
    MATFIELD GREEN,KS66862
    NONE PC CAPITAL PROJECTS TO SUPPORT RANCHING HERITAGE 2,500
    PLANNED PARENTHOOD
    4251 FOREST PARK AVE
    SAINT LOUIS,MO63108
    NONE PC DELIVER REPRODUCTIVE HEALTH CARE, SEX EDUCATION, INFORMATION TO EMPOWER INFORMED DECISIONS 1,000
    POPULATION SERVICES INTERNATIONAL
    PO BOX 423700
    WASHINGTON,DC20042
    NONE PC MAKE IT EASIER FOR ALL PEOPLE TO LEAD HEALTHIER LIVES AND PLAN THE FAMILIES THEY DESIRE 1,000
    QUEEN OF PEACE CENTER
    325 NORTH NEWSTEAD
    SAINT LOUIS,MO63108
    NONE PC SUPPORT PREGNANT AND POSTPARTUM WOMEN IN A SUBSTANCE ABUSE TREATMENT FACILITY 5,000
    READY READERS
    10403 BAUR BLVD SUITE H
    SAINT LOUIS,MO63132
    NONE PC READING PROGRAM AND EXPERIENCES FOR PRESCHOOL-AGE CHILDREN FROM LOW INCOME COMMUNITIES 6,618
    RONALD MCDONALD HOUSE
    3450 PARK AVENUE
    SAINT LOUIS,MO63104
    NONE PC TO PROVIDE A HOME-AWAY-FROM-HOME FOR FAMILIES OF SERIOUSLY ILL CHILDREN 12,500
    RUNG FOR WOMEN
    2717 SIDNEY STREET
    SAINT LOUIS,MO63105
    NONE PC EMPOWER WOMEN TO GROW & ACHIEVE SUSTAINED INDEPENDENCE 5,000
    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
    SHARE OUR SPARE
    935 W CHESTNUT AVENUE LL13
    CHICAGO,IL60642
    NONE PC ENSURE EVERY CHICAGO AREA CHILD AGE 0-5 HAS THE ESSENTIAL ITEMS THEY NEED 1,003
    SHOE FLY
    6024 SUBURBAN AVENUE
    SAINT LOUIS,MO63112
    NONE PC TO PURCHASE SHOES FOR NEEDY CHILDREN IN THE GREATER ST. LOUIS AREA 3,334
    SHOE KANSAS CITY
    5017 WEST 119TH STREET
    OVERLAND PARK,KS66209
    NONE PC TO PURCHASE SHOES FOR NEEDY CHILDREN IN THE GREATER KANSAS CITY AREA 3,333
    SOUTHERN ILLINOIS UNIVERSITY FOUNDATION
    1235 DOUGLAS DRIVE
    CARBONDALE,IL62901
    NONE PC TO SUPPORT AN ALUMNI ACCOUNTING SCHOLARSHIP FUND FOR SIU CARBONDALE 4,000
    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 1,460
    SPECIAL OLYMPICS MISSOURI
    2945 S BRENTWOOD
    SAINT LOUIS,MO63144
    NONE PC SPORTS TRAINING AND COMPETITION OPPORTUNITIES FOR KIDS WITH INTELLECTUAL DISABILITIES 7,500
    SPIRIT OF ST LOUIS AIR SHOW
    18130 EDISON AVENUE
    CHESTERFIELD,MO63005
    NONE PC SUPPORT THE 2022 AIR SHOW AND STEM EXPO 2,500
    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 8,604
    ST FRANCIS HOLY GHOST CATHOLIC SCHOOL
    309 N WASHINGTON STREET
    JERSEYVILLE,IL62052
    NONE PC TO GRADUATE STUDENTS WHO ARE PREPARED SPIRITUALLY AND ACADEMICALLY IN THE 21ST CENTURY 3,500
    ST JOSEPH INSTITUTE FOR THE DEAF
    1314 STRASSNER DRIVE
    BRENTWOOD,MO63144
    NONE PC DELIVER LISTENING & SPOKEN LANGUAGE SOLUTIONS FOR CHILDREN WITH HEARING LOSS 500
    ST JOSEPH'S ACADEMY
    2307 S LINDBERGH BOULEVARD
    SAINT LOUIS,MO63131
    NONE PC CATHOLIC COLLEGE-PREPARATORY HIGH SCHOOL FOR YOUNG WOMEN 1,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE PC ADVANCE CURES AND PREVENTION FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT 1,000
    ST LOUIS AAA BLUES
    345 MISSION BAY COURT
    WILDWOOD,MO63040
    NONE PC PROMOTE AMATEUR HOCKEY AS A RECREATION PROGRAM FOR YOUTH 2,000
    ST LOUIS AREA DIAPER BANK
    6141 ETZEL AVENUE
    SAINT LOUIS,MO63133
    NONE PC PROVIDE DIAPERS TO LOW INCOME FAMILIES 2,500
    ST LOUIS AREA FOODBANK
    70 CORPORATE WOODS DRIVE
    SAINT LOUIS,MO63044
    NONE PC BUILD STRONGER COMMUNITIES BY EMPOWERING PEOPLE WITH FOOD & HOPE 1,900
    ST LOUIS CHILDREN'S CHOIRS
    2842 NORTH BALLAS ROAD
    SAINT LOUIS,MO63131
    NONE PC TO PROVIDE YOUNG VOCAL ARTISTS OPPORTUNITIES EMPHASIZING CHORAL EXCELLENCE AND CHARACTER EDUCATION 200
    ST LOUIS COMMUNITY COLLEGE FOUNDATION
    3221 MCKELVEY ROAD
    BRIDGETON,MO63044
    NONE PC TO PROVIDE SUPPORT AND FUNDING FOR SCHOLARSHIPS FOR ST. LOUIS COMMUNITY COLLEGE 2,500
    ST LOUIS COUNTY LIBRARY
    1640 SOUTH LINDBERGH BLVD
    SAINT LOUIS,MO63131
    NONE PC TO SUPPORT EDUCATION AND READING 1,000
    ST LOUIS CRISIS NURSERY
    11710 ADMINISTRATION DRIVE SUITE 18
    SAINT LOUIS,MO63146
    NONE PC TO PREVENT CHILD ABUSE AND NEGLECT THROUGH EMERGENCY INTERVENTION, RESPITE CARE AND SUPPORT 2,000
    ST LOUIS KAPLAN FELDMAN HOLOCAUST MUSEUM
    12 MILLSTONE CAMPUS DRIVE
    SAINT LOUIS,MO63146
    NONE PC USE HISTORY OF THE HOLOCAUST TO REJECT HATRED, PROMOTE UNDERSTANDING & INSPIRE CHANGE 12,500
    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 4,400
    ST LOUIS PSYCHOANALYTIC INSTITUTE
    7700 CLAYTON ROAD SUITE 200
    SAINT LOUIS,MO63117
    NONE PC ADVANCE PSYCHOANALYSIS THROUGH TRAINING, TREATMENT, EDUCATION, & RESEARCH TO BENEFIT MENTAL HEALTH 1,000
    ST LOUIS SHAKESPEARE FESTIVAL
    3333 WASHINGTON AVENUE SUITE 203
    SAINT LOUIS,MO63103
    NONE PC FOSTER COMMUNITY & JOY ACROSS THE ST. LOUIS REGION THROUGH SHAKESPEAREAN TRADITION OF ART 2,900
    ST LOUIS ZOO
    1 GOVERNMENT DRIVE
    SAINT LOUIS,MO63110
    NONE PC CONSERVE ANIMALS & THEIR HABITATS THROUGH ANIMAL MANAGEMENT, RESEARCH, RECREATION & EDUCATION 100
    ST LUKE'S HOSPITAL
    232 SOUTH WOODS MILL ROAD
    CHESTERFIELD,MO63017
    NONE PC TO PROVIDE HEALTH CARE SERVICES IN ST. LOUIS 10,000
    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 COMMUNITY 750
    STRAY RESCUE OF ST LOUIS
    2320 PINE ST
    SAINT LOUIS,MO63103
    NONE PC TO RESCUE STRAY ANIMALS IN NEED OF MEDICAL ATTENTION, RESTORE THEM TO HEALTH AND PLACE IN A HOME 1,000
    TEEN COURT FOUNDATION OF ST CLAIR COUNTY
    12 SOUTH 2ND STREET
    BELLEVILLE,IL62220
    NONE PC TO SUPPORT JUVENILE JUSTICE EMPHASIZING ACCOUNTABILITY & RESPONSIBILITY OVER PUNITIVE MEASURES 500
    TENTH LIFE CAT RESCUE
    3202 CHEROKEE STREET
    SAINT LOUIS,MO63118
    NONE PC PROVIDE VETERINARY CARE, FOSTER HOMES, & ADOPTIONS TO STRAY CATS; WORK TO END UNNECESSARY EUTHANASIA 1,600
    THE AMERICAN RED CROSS - GREATER ST LOUIS
    431 18TH STREET NW
    WASHINGTON,DC20006
    NONE PC TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES 10,000
    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 3,300
    THE BIOME SCHOOL
    PO BOX 50131
    CLAYTON,MO63105
    NONE PC CHARTER SCHOOL FOR GRADES K-5 WITH HANDS-ON, LEARNER-DRIVEN EDUCATION 1,000
    THE BLESSING FOUNDATION
    4939 OAK STREET
    QUINCY,IL62305
    NONE PC DISTRIBUTE GRANTS, SCHOLARSHIPS & FINANCIAL ASSISTANCE TO HELP HEALTHCARE JOURNEYS 1,500
    THE MAGIC HOUSE
    516 S KIRKWOOD ROAD
    SAINT LOUIS,MO63122
    NONE PC TO PROVIDE HANDS-ON LEARNING EXPERIENCES TO CHILDREN 1,000
    THE SCHOLARSHIP FOUNDATION OF ST LOUIS
    6825 CLAYTON AVENUE SUITE 100
    SAINT LOUIS,MO63139
    NONE PC PROVIDE ACCESS TO POSTSECONDARY EDUCATION TO THOSE WHO WOULD NOT HAVE THE FINANCIAL MEANS 500
    THE SURFRIDER FOUNDATION
    PO BOX 73550
    SAN CLEMENTE,CA92673
    NONE PC DEDICATED TO THE PROTECTION & ENJOYMENT OF THE WORLD'S OCEAN, WAVES AND BEACHES FOR ALL PEOPLE 1,000
    THE WALKER LEADERSHIP INSTITUTE
    475 E LOCKWOOD AVENUE
    WEBSTER GROVES,MO63119
    NONE PC EDUCATE, COLLABORATE WITH, AND CONVENE LEADERS FOR THE COMMON GOOD 1,000
    TRAIL NET
    317 NORTH 11TH STREET 302
    SAINT LOUIS,MO63101
    NONE PC FOSTER HEALTHY COMMUNITIES THROUGH WALKING, BICYCLING, AND USE OF PUBLIC TRANSIT 2,500
    TREE HOUSE OF GREATER ST LOUIS
    332 STABLE LANE
    WENTZVILLE,MO63385
    NONE PC IMPROVE LIVES OF DISABLED INDIVIDUALS THROUGH THERAPY, RECREATION, EDUCATION & EXPLORATION 2,500
    UNITED 4 CHILDREN
    1310 PAPIN STREET 100B
    SAINT LOUIS,MO63103
    NONE PC EMPOWER CAREGIVERS TO NURTURE WHOLE-CHILD DEVELOPMENT THRU EARLY CHILDHOOD & AFTERSCHOOL PROGRAMS 1,000
    UNITED SPINAL ASSOCIATION
    120 QUEENS BOULEVARD 320
    KEW GARDENS,NY11415
    NONE PC EMPOWER PEOPLE WITH SPINAL CORD INJURIES & DISORDERS TO LIVE SUCCESSFUL & FULFILLING LIVES 1,000
    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 43,504
    UNIVERSITY OF MISSOURI
    230 WOODS HALL ONE UNIVERSITY BLVD
    SAINT LOUIS,MO63121
    NONE PC TRANSFORM LIVES THROUGH EDUCATION, RESEARCH & COMMUNITY SERVICE 1,250
    VILLAGE LUTHERAN CHURCH
    9237 CLAYTON ROAD
    SAINT LOUIS,MO63124
    NONE PC FOR THE CHURCH'S GENERAL OPERATING FUND 175
    VISITATION ACADEMY
    3020 NORTH BALLAS RD
    SAINT LOUIS,MO63131
    NONE PC PROVIDE QUALITY CATHOLIC EDUCATION FOR GIRLS 300
    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 2,000
    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
    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 8,000
    WEIDENBAUM CENTER - WASHINGTON UNIVERSITY
    CAMPUS BOX 1082 ONE BROOKINGS DRIVE
    SAINT LOUIS,MO63130
    NONE PC WEIDENBAUM CENTER - RESEARCH FOCUSED ON ECONOMY, GOVERNMENT, AND PUBLIC POLICY 2,500
    WESTMINSTER CHRISTIAN ACADEMY
    800 MARYVILLE CENTRE DRIVE
    TOWN COUNTRY,MO63017
    NONE PC TO SUPPORT A CHRISTIAN PRIVATE COLLEGE-PREP SCHOOL SERVING 7-12TH GRADES 6,000
    WHOLLY KICKS
    1732 BOSTON STREET
    AURORA,CO80010
    NONE PC TO PURCHASE SHOES FOR NEEDY CHILDREN IN THE GREATER DENVER AREA 3,333
    WINGS OF HOPE
    18370 WINGS OF HOPE BOULEVARD
    SAINT LOUIS,MO63005
    NONE PC CHANGE AND SAVE LIVES THROUGH THE POWER OF AVIATION 25,000
    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 AMBASSADORS INC
    5809 MICHIGAN AVENUE
    KANSAS CITY,MO64130
    NONE PC EDUCATIONAL PROGRAM DESIGNED TO EMPOWER UNDERSERVED TEENAGE YOUTH WITH IMPORTANT LIFE SKILLS 3,500
    YOUTH IN NEED
    1815 BOONES LICK ROAD
    ST CHARLES,MO63301
    NONE PC PROVIDE A NURTURING ENVIRONMENT & EDUCATIONAL OPPORTUNITIES FOR KIDS TEENS & FAMILIES 2,500
    YWCA OF METROPOLITAN ST LOUIS
    2820 W PINE BLVD
    SAINT LOUIS,MO63108
    NONE PC TO IMPROVE HEALTH AND WELL-BEING AND STRENGTHEN COMMUNITIES 500
    Total .................................bullet 3a 541,188
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............
        18 102,255  
    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) .. 0 125,292 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    125,292
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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
    MONETA GROUP LLC
     
    100 S BRENTWOOD BLVD STE 500
     
    SAINT LOUIS, MO63105

    $ 61,134


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    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
    3
    DIANE COMPARDO AND RON WIENSTROER
    42 BRIARCLIFF
     
    SAINT LOUIS, MO63124

    $ 25,044


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

    $ 20,210


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    MICHAEL JOHNSON
    9 FRONTENAC ESTATES DRIVE
     
    SAINT LOUIS, MO63131

    $ 18,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    DAVID BRECKENRIDGE
    47 TOPTON WAY 303
     
    SAINT LOUIS, MO63105

    $ 16,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    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
    ERIC KITTNER
    3 LADUE ACRES
     
    SAINT LOUIS, MO63124

    $ 15,526


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    TIM HALLS
    8025 BONHOMME AVE
     
    CLAYTON, MO63105

    $ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
    JAKE WINEGRAD
    919 DWYER AVE
     
    SAINT LOUIS, MO63122

    $ 12,500


    (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
    DONALD T KUKLA
    4 KINGS POND RD
     
    SAINT LOUIS, MO63122

    $ 10,161


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    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
    COLEMAN SHEEHAN
    8021 SOUTH DRIVE
     
    SAINT LOUIS, MO63117

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    14
    JEFF WIST
    244 FOX HAVEN DR
     
    OFALLON, MO63368

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    15
    LOGAN FINERTY
    10 DENNY LANE
     
    SAINT LOUIS, MO63131

    $ 9,567


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    16
    PATRICK MCGINNIS
    5021 DONOVAN AVE
     
    SAINT LOUIS, MO63109

    $ 7,875


    (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
    JAMIE MEALEY
    110 W GLENDALE RD
     
    WEBSTER GROVES, MO63119

    $ 6,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    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
    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
    20
    HUNTER BROWN
    18 CLERMONT LN
     
    SAINT LOUIS, MO63124

    $ 5,714


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    21
    SARAH BERRY
    69 CROSS STREET
     
    BOYLSTON, MA01505

    $ 5,403


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    22
    NANCY GEORGEN
    224 N BEMISTON AVE
     
    SAINT LOUIS, MO63105

    $ 5,229


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    23
    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
    24
    JAMES BLAIR
    10671 VIA MILANO DR 1903
     
    MIROMAR LAKES, FL33913

    $ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    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
    3
    SECURITIES $ 25,044 2021-12-07
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    SECURITIES $ 20,210 2021-01-07
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    7
    SECURITIES $ 15,526 2021-10-14
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    8
    SECURITIES $ 15,000 2021-05-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    12
    SECURITIES $ 10,161 2021-01-06
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    15
    SECURITIES $ 9,567 2021-04-22
    Schedule B (Form 990) (2021)
    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
    21
    SECURITIES $ 5,403 2021-10-21
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    22
    SECURITIES $ 5,229 2021-10-22
    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    MONETA GROUP CHARITABLE FOUNDATION
    EIN:
    43-1871586
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,250 0   0

    TY 2021 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 1,313,510 1,857,438

    TY 2021 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
    FUNDRAISING EXPENSES 1,109 0   0
    POSTAGE 139 0   0


    TY 2021 SubstantialContributorsSch
    Name:
    MONETA GROUP CHARITABLE FOUNDATION
    EIN:
    43-1871586
    Name Address
    MICHAEL JOHNSON 9 FRONTENAC ESTATES DRIVE
    SAINT LOUIS,MO63131


    TY 2021 TaxesSchedule
    Name:
    MONETA GROUP CHARITABLE FOUNDATION
    EIN:
    43-1871586
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 591 591   0
    NET INVESTMENT INCOME TAX 4,000 0   0