Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,179,019J 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) 438,737
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 39,375 39,375  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 57,690
b Gross sales price for all assets on line 6a 639,251
7 Capital gain net income (from Part IV, line 2)... 143,751
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)....... Click to see attachment
List of Attached Documents:
// Content
2,614 2,614  
12 Total. Add lines 1 through 11........ 538,416 185,740  
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
List of Attached Documents:
// Content
5,375 2,688   2,687
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,213 1,213   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
List of Attached Documents:
// Content
75 0   75
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,663 3,901   2,762
25 Contributions, gifts, grants paid....... 358,808 358,808
26 Total expenses and disbursements. Add lines 24 and 25 368,471 3,901   361,570
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 169,945
b Net investment income (if negative, enter -0-) 181,839
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 356,932 329,120 329,120
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 177,136 Click to see attachment
List of Attached Documents:
// Content
50,119 		49,378
b Investments—corporate stock (attach schedule)....... 160,140 Click to see attachment
List of Attached Documents:
// Content
192,694 		227,452
c Investments—corporate bonds (attach schedule)....... 105,055 Click to see attachment
List of Attached Documents:
// Content
144,873 		145,236
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 771,117 Click to see attachment
List of Attached Documents:
// Content
1,023,519 		1,427,833
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,570,380 1,740,325 2,179,019
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 1,570,380 1,740,325
29 Total net assets or fund balances (see instructions)..... 1,570,380 1,740,325
30 Total liabilities and net assets/fund balances (see instructions). 1,570,380 1,740,325
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,570,380
2
Enter amount from Part I, line 27a .....................
2
169,945
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,740,325
5
Decreases not included in line 2 (itemize) right arrow
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
1,740,325
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
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 614,107   495,500 118,607
b 25,144     25,144
c
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       118,607
b       25,144
c
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 2 143,751
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
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 right arrow 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) 1 2,528
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 2,528
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 2,528
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,697
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,697
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,169
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,169 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMO
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 2023 or the taxable year beginning in 2023? 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
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowMONETAGROUP.COM/FOUNDATION
14
The books are in care ofright arrowMONETA GROUP LLC Telephone no.right arrow (314) 726-2300

Located atright arrow100 S BRENTWOOD BLVD STE 500SAINT LOUISMO ZIP+4right arrow63105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
NICOLE BAILEY CHAIRMAN OF THE BOARD
0.75 		0 0 0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS,MO63105
JAMIE MEALEY TREASURER
0.75 		0 0 0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS,MO63105
DAVID CURTIS TRUSTEE
0.50 		0 0 0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS,MO63105
TRAVIS FREEMAN TRUSTEE
0.50 		0 0 0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS,MO63105
MARGIE GLENN TRUSTEE
0.50 		0 0 0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS,MO63105
ERIN HADARY TRUSTEE
0.50 		0 0 0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS,MO63105
DANA JOHNSON TRUSTEE (THRU 6/23)
0.50 		0 0 0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS,MO63105
JOHN STEFFENS TRUSTEE
0.50 		0 0 0
100 S BRENTWOOD BLVD STE 500
SAINT LOUIS,MO63105
CHRISTIE SCHMUKE MEMBER AT LARGE
0.50 		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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
1,672,922
b
Average of monthly cash balances.......................
1b
345,587
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,018,509
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
2,018,509
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
30,278
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,988,231
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
99,412
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
99,412
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,528
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,528
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
96,884
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
96,884
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
96,884
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
361,570
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
361,570
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 96,884
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 182,536
b From 2019...... 324,150
c From 2020...... 442,663
d From 2021...... 445,692
e From 2022...... 356,348
f Total of lines 3a through e ........ 1,751,389
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 361,570
a Applied to 2022, 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 2023 distributable amount..... 96,884
e Remaining amount distributed out of corpus 264,686
5 Excess distributions carryover applied to 2023. 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 2,016,075
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		182,536
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,833,539
10 Analysis of line 9:
a Excess from 2019.... 324,150
b Excess from 2020.... 442,663
c Excess from 2021.... 445,692
d Excess from 2022.... 356,348
e Excess from 2023.... 264,686
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KATIE MARKHAM
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 (2023)
Form 990-PF (2023)
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

ACCESS ACADEMIES

3500 LINDELL BOULEVARD FITZGERALD
HALL ROOM 200
ST LOUIS,MO63103 		NONE PC PROPEL UNDERSERVED MIDDLE SCHOOL STUDENTS WITH ENRICHMENT, COUNSELING, & SCHOLARSHIPS 2,000

ACPD

12430 TESSON FERRY ROAD
ST LOUIS,MO63128 		NONE PC OFFER RESOURCES TO THOSE OVERCOMING ADDICTION AND THEIR FAMILIES 250

AIM HIGH - SATURDAY ENRICHMENT PROGRAM

755 S PRICE RD
ST LOUIS,MO63124 		NONE PC EMPOWER MOTIVATED MIDDLE SCHOOL STUDENTS FROM HIGH-RISK ENVIRONMENTS 750

ALS ASSOCIATION ST LOUIS REGIONAL

1950 CRAIG ROAD SUITE 200
ST LOUIS,MO63146 		NONE PC DISCOVER TREATMENTS AND A CURE FOR ALS 250

ALZHEIMER'S ASSOCIATION

11433 OLDE CABIN ROAD SUITE 100
CREVE COEUR,MO63141 		NONE PC LEADING THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA 1,500

AMERICAN HEART ASSOCIATION

PO BOX 411364
ST LOUIS,MO63141 		NONE PC TO BE A RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES 7,000

ANGELS ARMS

12128A TESSON FERRY RD
ST LOUIS,MO63128 		NONE PC ENGAGE LOCAL COMMUNITIES. PROVIDE HOMES, RESOURCES, & EXPERIENCES. KEEP SIBLINGS TOGETHER. 250

APA OF MISSOURI

1705 S HANLEY RD
ST LOUIS,MO63144 		NONE PC BRING PEOPLE AND PETS TOGETHER & ADVANCE HUMANE EDUCATION 500

ASSISTANCE LEAGUE OF ST LOUIS

30 HENRY AVENUE
ELLISVILLE,MO63011 		NONE PC TRANSFORM THE LIVES OF CHILDREN & ADULTS THROUGH COMMUNITY PROGRAMS 1,000

BACH SOCIETY OF ST LOUIS

3224 LOCUST ST 2G
ST LOUIS,MO63132 		NONE PC PROVIDE MUSICAL & EDUCATIONAL EXPERIENCES IN THE TRADITION OF JOHANN SEBASTIAN BACH 1,500

BE A BRIDGE

PO BOX 3066
ALTON,IL62002 		NONE PC BUILD RELATIONSHIPS WITH & PREPARE YOUTH FOR SUCCESSFUL FUTURES 250

BENCH MARK PROGRAM

341 EAST LIBERTY ST
LANCASTER,PA17602 		NONE PC PROVIDE PERSONAL TRAINING SERVICES & MENTORSHIP TO AT-RISK YOUTH 2,500

BIG BROTHERS BIG SISTERS

2900 FRANK SCOTT PARKWAY WEST SUITE
956
BELLEVILLE,IL62223 		NONE PC HELP CHILDREN REALIZE THEIR POTENTIAL AND BUILD THEIR FUTURE 1,500

BIG MUDDY DANCE COMPANY

3310 SAMUEL SHEPARD DRIVE
ST LOUIS,MO63103 		NONE PC INVIGORATE LIFE THROUGH DANCE 750

BURNS RECOVERED SUPPORT GROUP INC

6220 SOUTH LINDBERGH ROAD SUITE 203
ST LOUIS,MO63123 		NONE PC SERVE BURN & SMOKE INHALATION SURVIVORS & FAMILIES & EDUCATE THE COMMUNITY ABOUT PREVENTION 2,250

CATHOLIC CHARITIES OF NORTHEAST KANSAS

9720 W 87TH ST
OVERLAND PARK,KS66212 		NONE PC STRENGTHEN INDIVIDUALS AND FAMILIES IN NEED ACROSS NORTHEAST KANSAS 1,500

CHAMINADE COLLEGE PREPARATORY SCHOOL

PO BOX 220243
KIRKWOOD,MO63122 		NONE PC DEVELOP THE POTENTIAL OF YOUNG MEN SO THEY'RE PREPARED FOR SUCCESS IN COLLEGE & LIFE 3,000

CHART TEEN TASK FORCE

PO BOX 1321
HANNIBAL,MO63401 		NONE PC PROVIDE TEENS WITH INFO TO MAKE RESPONSIBLE, INFORMED DECISIONS ABOUT THEIR SEXUALITY 500

CHILDREN'S MIRACLE NETWORK OF GR ST LOUIS

117A BAXTER SHOPS ST
MANCHESTER,MO63011 		NONE PC PROVIDE THE BEST POSSIBLE CARE FOR OUR REGION'S KIDS AT ST LOUIS' TWO PREMIER CHILDREN'S HOSPITALS 500

CHRISTOPHER J GRIMAUD CHAR FOUNDATION INC

47 MEPPEN DR
ST LOUIS,MO63128 		NONE PC HONOR THE MEMORY OF CHRISTOPHER GRIMAUD THROUGH SCHOLARSHIPS 250

CHURCH OF ST MICHAEL & ST GEORGE

6345 WYDOWN BLVD
ST LOUIS,MO63105 		NONE PC TRANSFORM LIVES THROUGH CHRIST 800

CHURCHILL CENTER & SCHOOL

1021 MUNICIPAL CENTER DRIVE
TOWN COUNTRY,MO63131 		NONE PC HELP STUDENTS WITH LEARNING DISABILITIES REACH THEIR HIGHEST POTENTIAL 2,000

CITY ACADEMY

175 N KINGSHIGHWAY BLVD
ST LOUIS,MO63115 		NONE PC TRANSFORM OUR COMMUNITY THROUGH EXCEPTIONAL EDUCATION & EMPOWERMENT 1,500

CITY YEAR KANSAS CITY

415 DELAWARE ST FLOOR 3
KANSAS CITY,MO64105 		NONE PC PROMOTE DIVERSITY, EQUITY & INCLUSION SO EVERYONE IN OUR COMMUNITY HAS A SENSE OF BELONGING 1,500

CONCORDANCE ACADEMY

1845 BORMAN COURT
ST LOUIS,MO63146 		NONE PC DRAMATICALLY REDUCE REINCARCERATION RATES USING A RE-ENTRY MODEL 1,500

CONNECTIONS TO SUCCESS

3000 LITTLE HILLS EXPRESSWAY STE
101
ST CHARLES,MO63301 		NONE PC INSPIRE INDIVIDUALS TO ACHIEVE ECONOMIC INDEPENDENCE 500

CONTEMPORARY ART MUSEUM ST LOUIS

3750 WASHINGTON BOULEVARD
ST LOUIS,MO63108 		NONE PC ENRICH LIVES & INSPIRE CURIOSITY, CREATIVITY, & LEARNING THROUGH EXPERIENCES WITH CONTEMPORARY ART 1,000

COVENANT COLLEGE

14049 SCENIC HIGHWAY
LOOKOUT MOUNTAIN,GA30750 		NONE PC EXPLORE & EXPRESS THE PREEMINENCE OF JESUS CHRIST IN ALL THINGS 1,000

DANFORTH PLANT SCIENCE CENTER

975 N WARSON ROAD
OLIVETTE,MO63132 		NONE PC IMPROVE THE HUMAN CONDITION THROUGH PLANT SCIENCE 11,500

DUKE UNIVERSITY

BOX 90581
DURHAM,NC27708 		NONE PC PROVIDE A SUPERIOR LIBERAL EDUCATION TO UNDERGRADUATE STUDENTS 1,000

EDEN THEOLOGICAL SEMINARY

475 E LOCKWOOD AVENUE
ST LOUIS,MO63119 		NONE PC MAKE ACCREDITED, ACCESSIBLE & AFFORABLE THEOLOGICAL EDUCATION AVAILABLE TO ALL 1,000

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS ROAD
KANSAS CITY,MO64129 		NONE PC ENGAGE, EQUIP & EMPOWER COACHES & ATHLETES TO UNITE & INSPIRE THROUGH GOSPEL 2,500

FOLDS OF HONOR ST LOUIS

16105 SWINGLEY RIDGE RD 726
CHESTERFIELD,MO63006 		NONE PC PROVIDE SCHOLARSHIPS TO THE FAMILY OF FALLEN/DISABLED U.S. MILITARY MEMBERS 1,500

FOREST PARK FOREVER

5595 GRAND DRIVE IN FOREST PARK
ST LOUIS,MO63112 		NONE PC RESTORE, MAINTAIN AND SUSTAIN FOREST PARK, A ST. LOUIS URBAN PARK 9,000

FORWARD THROUGH FERGUSON

20 S SARAH STREET
ST LOUIS,MO63108 		NONE PC BE A CATALYST FOR LASTING POSITIVE CHANGE IN THE ST. LOUIS REGION 500

FRIENDS OF BELLEFONTAINE CEMETERY

4947 W FLORISSANT
ST LOUIS,MO63115 		NONE PC KEEP THE HISTORY OF ST. LOUIS ALIVE THROUGH EVENTS, EDUCATION & TOURS 1,000

FRIENDS OF KIDS WITH CANCER

16 SUNNEN DRIVE SUITE 161
MAPLEWOOD,MO63143 		NONE PC ADVOCATE FOR AND PROVIDE PROGRAMS TO KIDS WITH CANCER AND THEIR FAMILIES 11,000

FUNDAMENTAL LEARNING CENTER

2220 E 21ST ST N
WICHITA,KS67214 		NONE PC TEACH CHILDREN TO READ USING STRUCTURED LITERACY INSTRUCTION 3,500

GATEWAY ARCH PARK FOUNDATION

ONE SOUTH MEMORIAL DRIVE SUITE 700
ST LOUIS,MO63102 		NONE PC ENSURE THE GATEWAY ARCH IS A RESOUCE FOR THE COMMUNITY AND NATION FOR GENERATIONS 5,000

GATEWAY HOUSING FIRST

1425 S 18TH STREET
ST LOUIS,MO63104 		NONE PC PROVIDE SAFE, AFFORDABLE HOUSING FOR INDIVIDUALS WITH COMPLEX LIFE SITUATIONS 2,000

GATEWAY OF HOPE

801 N MUR-LEN RD 111
OLATHE,KS66062 		NONE PC PROVIDE SAFE & CONFIDENTIAL COUNSELING TO WOMEN IN ALL SITUATIONS 500

GATEWAY REGION YMCA

930 HOLLY HILLS AVE
ST LOUIS,MO63111 		NONE PC PROVIDE COMMUNITY CENTERED PROGRAMS, RECREATIONAL AREAS, FITNESS CENTERS, & SPORTS PROGRAMS 1,200

GIRLS ON THE RUN

3155 SUTTON BLVD STE 101
MAPLEWOOD,MO63143 		NONE PC TO EMPOWER GIRLS FOR A LIFETIME OF HEALTHY LIVING 2,500

GOLDEN VALLEY MEMORIAL HOSPITAL FOUND

1600 NORTH SECOND STREET
CLINTON,MO64735 		NONE PC IMPROVE PATIENT COMFORT, CARE & ACCESS TO SUPPLIES TO SUPPORT DIAGNOSES & RECOVERY 5,000

GREAT RIVERS GREENWAY FOUNDATION

3745 FOUNDRY WAY SUITE 253
ST LOUIS,MO63110 		NONE PC MAKE THE ST. LOUIS REGION A VIBRANT PLACE TO LIVE, WORK AND PLAY 1,500

GREATER ST LOUIS AREA BOY SCOUT COUNCIL

4568 WEST PINE BLVD
ST LOUIS,MO63108 		NONE PC INSPIRE KIDS TO EXPLORE, GAIN CONFIDENCE & MAKE A POSITIVE IMPACT 5,000

GUARDIAN ANGELS SETTLEMENT ASSOCIATION

3300 S JEFFERSON
ST LOUIS,MO63108 		NONE PC SERVE PEOPLE LIVING IN POVERTY BY IMPROVING THEIR QUALITY OF LIFE & ACHIEVE ECONOMIC INDEPENDENCE 2,000

HOPE CREATES

3301 WASHINGTON AVE 2C
ST LOUIS,MO63103 		NONE PC EMPOWER YOUTH/YOUNG ADULTS IN RECOVERY FROM ADDICTION 2,460

HORIZONS ST LOUIS

PO BOX 220274
KIRKWOOD,MO63122 		NONE PC PROVIDE STUDENTS IN NEED WITH ACADEMICS, ENRICHMENT ACTIVITIES & HEALTHY LIFE SKILLS DURING THE SUMMER 1,500

IMSA FUND FOR ADVANCEMENT OF EDUCATION

1500 SULLIVAN ROAD
AURORA,IL605061000 		NONE PC IGNITE & NURTURE CREATIVE, ETHICAL, SCIENTIFIC MINDS THAT ADVANCE THE HUMAN CONDITION 1,500

JEWISH FEDERATION OF ST LOUIS

PO BOX 790436
ST LOUIS,MO631799826 		NONE PC PRESERVE & ENHANCE JEWISH LIFE IN ST. LOUIS, ISRAEL & AROUND THE WORLD 1,000

JUNIOR ACHIEVEMENT

17339 NORTH OUTER FORTY ROAD
CHESTERFIELD,MO63005 		NONE PC INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY 1,500

JUNIOR GOLF FOUND OF GREATER ST LOUIS

5163 CLAYTON AVE
ST LOUIS,MO63110 		NONE PC IMPACT THE LIVES OF YOUNG PEOPLE THROUGH THE GAME OF GOLF 500

KANSAS CITY PBS

125 EAST 31ST STREET
KANSAS CITY,MO64108 		NONE PC SERVE OUR COMMUNITY AS ESSENTIAL SOURCES FOR JOURNALISM, MULTIMEDIA, MUSIC & EDUCATION 500

KAUFMAN MUSIC CENTER

129 WEST 67TH STREET
NEW YORK,NY10023 		NONE PC STIMULATE APPRECIATION OF & PARTICIPATION IN MUSIC 500

KIRK DAY SCHOOL

12928 LADUE ROAD
TOWN COUNTRY,MO63141 		NONE PC ASSIST CHRISTIAN PARENTS IN THE NURTURE AND EDUCATION OF COVENANT CHILDREN 1,000

KVC MISSOURI

330 NORTH GORE AVE
WEBSTER GROVES,MO63119 		NONE PC STRENGTHEN FAMILIES, PREVENT CHILD ABUSE & NEGLECT, & ACHIEVE MENTAL WELLNESS 500

LAFAYETTE PREPARATORY ACADEMY

1900 LAFAYETTE AVE
ST LOUIS,MO63104 		NONE PC PREPARE STUDENTS FOR ACADEMIC & COLLEGIATE SUCCESS 1,500

LIFEWISE STL

1321 S 11TH STREET
ST 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 1,500

LOLLY'S PLACE

1115 S FLORRISANT RD
ST LOUIS,MO63121 		NONE PC ENHANCES LEARNING AND INSPIRES STUDENTS TO THRIVE ACADEMICALLY 500

LOYOLA ACADEMY OF ST LOUIS

3851 WASHINGTON BLVD
ST LOUIS,MO63108 		NONE PC JESUIT MIDDLE SCHOOL FOR BOYS TO HELP THEM ACHIEVE THEIR FULL POTENTIAL THROUGH SERVICE & LEADERSHIP 1,000

MARCH OF DIMES

11829 DORSETT ROAD
MARYLAND HEIGHTS,MO63043 		NONE PC MOTHER & CHILD HEALTH ADVOCACY (PREVENT BIRTH DEFECTS, PREMATURE BIRTH & INFANT MORTALITY) 2,500

MARIAN MIDDLE SCHOOL

4130 WYOMING STREET
ST LOUIS,MO63116 		NONE PC BREAK THE CYCLE OF POVERTY THROUGH EDUCATION 250

MARY QUEEN OF PEACE

676 W LOCKWOOD AVENUE
WEBSTER GROVES,MO63119 		NONE PC CREATE AN ENVIRONMENT THAT ENCOURAGES STUDENTS' GROWTH & STEWARDSHIP 2,500

MARYGROVE

2705 MULLANPHY LANE
FLORISSANT,MO63031 		NONE PC HELP CHILDREN & YOUNG ADULTS LEARN HOW TO OVERCOME AN ABUSIVE PAST & LIFE CHALLENGES 2,500

MELISSA'S HOPE ORPHANAGE

8636 GRANTWOOD TRAILS CT
ST LOUIS,MO63123 		NONE PC PROVIDE A HOME TO ORPHANED CHILDREN, INCLUDING THOSE WITH SEVERE DISABILITIES 250

MICDS

101 N WARSON RD
ST LOUIS,MO63124 		NONE PC PREPARE YOUNG PEOPLE FOR HIGHER LEARNING & LIVES OF PURPOSE & SERVICE 1,000

MICROFINANCING PARTNERS IN AFRICA

4949 COLUMBIA AVE
ST LOUIS,MO63139 		NONE PC EMPOWER THOSE LIVING IN POVERTY IN AFRICA THROUGH ACCESS TO SERVICES & EDUCATION 2,500

MID-AMERICA TRANSPLANT FOUNDATION

1110 HIGHLANDS PLAZA DRIVE EAST
SUITE 100
ST LOUIS,MO63110 		NONE PC SUPPORT DONOR FAMILIES & TRANSPLANT PATIENTS 250

MID-COUNTY FAMILY YMCA

1900 URBAN DRIVE
BRENTWOOD,MO63144 		NONE PC HELP PEOPLE CONNECT TO THEIR PURPOSE, POTENTIAL & EACH OTHER 1,000

MIGHTY OAKES HEART FOUNDATION

122 WEST LOCKWOOD
WEBSTER GROVES,MO63119 		NONE PC PROVIDE FINANCIAL SUPPORT TO FAMILIES COPING WITH CONGENITAL HEART DEFECTS & FUND RESEARCH 3,000

MILE HIGH 360

1265 MARIPOSA STREET
DENVER,CO80204 		NONE PC PROVIDE STUDENTS WITH ACCESS TO ESSENTIAL OUT-OF-SCHOOL RESOURCES 1,000

MISSION - ST LOUIS

3108 N GRAND BLVD
ST LOUIS,MO63107 		NONE PC EMPOWER PEOPLE TO TRANSFORM THEIR LIVES, FAMILIES, AND NEIGHBORHOODS 1,500

MISSOURI CONSERVATION HERITAGE FOUNDATION

PO BOX 366
JEFFERSON CITY,MO65102 		NONE PC CONSERVE & APPRECIATE WILDLIFE RESOURCES ACCORDING TO THE PRIORITIES OF MO DEPT OF CONSERVATION 2,000

MISSOURI HISTORICAL SOCIETY

PO BOX 775460
ST LOUIS,MO63177 		NONE PC JOIN HISTORICAL PERSPECTIVES & CONTEMPORARY ISSUES TO INSPIRE AUDIENCES IN ST LOUIS & BEYOND 250

NAMI ST LOUIS

1810 CRAIG RD 124
ST LOUIS,MO63146 		NONE PC IMPROVE THE LIVES OF CHILDREN AND ADULTS WITH MENTAL ILLNESS AND THEIR FAMILIES 1,400

NATIONAL COUNCIL OF JEWISH WOMEN

295 N LINDBERGH
ST LOUIS,MO63141 		NONE PC STRIVE FOR SOCIAL JUSTICE BY SAFEGUARDING INDIVIDUAL RIGHTS & FREEDOMS 1,000

NATIONAL MS SOCIETY

PO BOX 88540
CAROL STREAM,IL60188 		NONE PC FUND RESEARCH, PROVIDE EDUCATION & SERVICES, & ADVOCATE FOR PEOPLE WITH MS & THEIR FAMILIES 13,000

NETWORK FOR TEACHING ENTREPRENEURSHIP

120 WALL ST 18TH FLOOR
NEW YORK,NY10005 		NONE PC BRING THE POWER OF ENTREPRENEURSHIP TO YOUTH IN LOW-INCOME COMMUNITIES 68,822

OPERA THEATRE OF SAINT LOUIS

210 HAZEL AVE
ST LOUIS,MO63119 		NONE PC CONNECT, INSPIRE AND ENTERTAIN OUR COMMUNITIES THROUGH OPERA 2,500

OPHELIA'S PLACE

PO BOX 621
LIVERPOOL,NY13088 		NONE PC PROVIDE RESOURCES FOR THOSE IMPACTED BY EATING DISORDERS, DIET CULTURE & BODY OPPRESSION 500

OUR LADY OF PERPETUAL HELP FOOD PANTRY

4335 WARNE AVE
ST LOUIS,MO63107 		NONE PC INSTILL HOPE & PROVIDE HELP AND NEEDED RESOURCES 1,500

OUR LITTLE HAVEN

4316 LINDELL BLVD
ST LOUIS,MO63108 		NONE PC PROVIDE EARLY INTERVENTION SERVICES FOR CHILDREN AND FAMILIES 1,500

PATHWAYS TO INDEPENDENCE

11457 OLDE CABIN ROAD SUITE 235
ST LOUIS,MO63141 		NONE PC DEVELOP SOCIAL & COMMUNICATION SKILLS IN INDIVIDUALS WITH COMPLEX COGNITIVE DISABILITIES 750

PEDAL THE CAUSE

9288 DIELMAN INDUSTRIAL DR
ST LOUIS,MO63132 		NONE PC PROVIDE FUNDING FOR CANCER RESEARCH AT SITEMAN CANCER CENTER THROUGH CYCLING CHALLENGE 2,000

PINK RIBBON GOOD

350 HULS DR
CLAYTON,OH45315 		NONE PC SERVE EVERY PERSON & FAMILY AFFECTED BY BREAST AND GYNECOLOGICAL CANCER 2,500

PLANNED PARENTHOOD

4251 FOREST PARK AVE
ST LOUIS,MO63108 		NONE PC PROVIDE, PROTECT & SUPPORT REPRODUCTIVE & SEXUAL HEALTH, SERVICES, ACCESS & RIGHTS 750

PROGRESS IN EDUCATION INC

3033 N EUCLID AVENUE
ST LOUIS,MO63115 		NONE PC SUPPORT THE DEVELOPMENT OF SKILLS OF INDIVIDUALS WITH DISABILITIES 5,500

READY READERS

10403 BAUR BOULEVARD SUITE H
ST LOUIS,MO63132 		NONE PC EXPAND LITERACY FOR YOUNG CHILDREN IN LOW-INCOME COMMUNITIES 8,280

REEL RECOVERY

160 BROOKSIDE ROAD
NEEDHAM,MA02492 		NONE PC HELP MEN IN THE CANCER RECOVERY PROCESS THROUGH THE SPORT OF FLY-FISHING 500

RONALD MCDONALD HOUSE

3450 PARK AVENUE
ST LOUIS,MO63104 		NONE PC PROVIDE A HOME TO FAMILIES OF SERIOUSLY ILL CHILDREN 8,400

RUNG FOR WOMEN

2717 SIDNEY STREET
ST LOUIS,MO63104 		NONE PC EMPOWER WOMEN TO GROW & ACHIEVE SUSTAINED INDEPENDENCE 2,050

SAINT LOUIS UNIVERSITY HIGH SCHOOL

4970 OAKLAND AVENUE
ST LOUIS,MO63110 		NONE PC A CATHOLIC JESUIT LEARNING COMMUNITY DEDICATED TO TRUTH, JUSTICE, LOVE, AND PEACE 1,000

SCHOOL OF ECONOMICS

200 NW 14TH ST
BLUE SPRINGS,MO64015 		NONE PC ENGAGE STUDENTS THROUGH REAL WORLD LEARNING TO PROMOTE LIFELONG FINANCIAL CAPABILITIES 500

SOUTH COUNTY FOSTER CLOSET

35 FOX VALLEY CENTER
ARNOLD,MO63010 		NONE PC SUPPORTS AND EQUIPS CHILDREN AND FAMILIES TOUCHED BY FOSTER CARE IN THE ST. LOUIS REGION 250

SOUTHERN ILLINOIS UNIVERSITY FOUNDATION

1235 DOUGLAS DRIVE
CARBONDALE,IL62901 		NONE PC MAXIMIZE PRIVATE SUPPORT TO ASSIST THE UNIVERSITY IN ACHIEVING ITS LONG-RANGE GOALS 10,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		NONE PC DISMANTLE WHITE SUPREMACY & ADVANCE HUMAN RIGHTS OF ALL PEOPLE 1,000

ST LOUIS AREA DIAPER BANK

6141 ETZEL AVE
ST LOUIS,MO63110 		NONE PC ENSURE ACCESS TO AN ADEQUATE SUPPLY OF DIAPERS & PERIOD SUPPLIES 2,000

ST LOUIS AREA FOODBANK

70 CORPORATE WOODS DRIVE
BRIDGETON,MO63044 		NONE PC CREATE A PATHWAY TO NUTRITIONAL SECURITY FOR THOSE IN OUR COMMUNITY 250

ST LOUIS CHILDREN'S CHOIRS

2842 N BALLAS ROAD
ST LOUIS,MO631312311 		NONE PC SHAPE YOUNG LIVES THROUGH MUSICAL EXCELLENCE 500

ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

1001 HIGHLANDS PLAZA DRIVE WEST
SUITE 160
ST LOUIS,MO63110 		NONE PC DO WHAT IS RIGHT FOR CHILDREN BY PROVIDING QUALITY PEDIATRIC CARE 2,000

ST LOUIS COMMUNITY COLLEGE FOUNDATION

3221 MCKELVEY ROAD SUITE 295
BRIDGETON,MO63044 		NONE PC EMPOWER STUDENTS, EXPAND MINDS & CHANGE LIVES 1,500

ST LOUIS COUNTY LIBRARY

1412 S SPOEDE RD
ST LOUIS,MO63131 		NONE PC PROVIDE RESOURCES & SERVICES TO ENRICH INDIVIDUAL MINDS, ENHANCE LIVES & EXPAND PERSPECTIVES 1,000

ST LOUIS CRISIS NURSERY

11710 ADMINISTRATION DRIVE SUITE 18
ST LOUIS,MO63146 		NONE PC PREVENT CHILD ABUSE AND NEGLECT THROUGH EMERGENCY INTERVENTION, RESPITE CARE AND SUPPORT 500

ST LOUIS MEN'S GROUP AGAINST CANCER

12951 OLIVE BOULEVARD
ST LOUIS,MO63141 		NONE PC RAISE FUNDS FOR CANCER RESEARCH, PREVENTION, AND CARE 2,600

ST LOUIS MUNICIPAL OPERA

1 THEATRE DRIVE
ST LOUIS,MO63112 		NONE PC ENRICH LIVES BY PRODUCING EXCEPTIONAL MUSICAL THEATRE 1,000

ST LOUIS PSYCHOANALYTIC INSTITUTE

7700 CLAYTON ROAD SUITE 200
ST LOUIS,MO63117 		NONE PC ADVANCE PSYCHOANALYTIC THOUGHT TO BENEFIT THE MENTAL HEALTH OF OUR COMMUNITY 1,500

ST LOUIS PUBLIC RADIO

POST OFFICE BOX 843048
KANSAS CITY,MO641843048 		NONE PC INFORM & PROVIDE A DEEPER UNDERSTANDING & APPRECIATION OF EVENTS, IDEAS & CULTURES 500

ST LOUIS SHAKESPEARE FESTIVAL

3333 WASHINGTON AVENUE 203
ST LOUIS,MO63103 		NONE PC FOSTER COMMUNITY & JOY ACROSS ST. LOUIS THRU SHAKESPEAREAN TRADITION OF ART FOR ALL 5,000

ST LOUIS SYMPHONY ORCHESTRA

718 NORTH GRAND BOULEVARD
ST LOUIS,MO63103 		NONE PC ENRICH PEOPLE'S LIVES THROUGH THE POWER OF MUSIC 6,000

STL VILLAGE

4501 WESTMINSTER PLACE
ST LOUIS,MO63108 		NONE PC ENHANCE THE QUALITY OF LIFE AND WELL-BEING OF PEOPLE AGE 50+ LIVING AT HOME 500

STRAY RESCUE OF ST LOUIS

2320 PINE STREET
ST LOUIS,MO63103 		NONE PC RESCUE STRAY ANIMALS, RESTORE THEM TO HEALTH, & PLACE THEM IN ADOPTIVE HOMES 500

T2 DANCE COMPANY

PO BOX 18182
BOULDER,CO80308 		NONE PC ENRICH THE DANCE SCENE THROUGH STAGE, SCREEN AND IN THE COMMUNITY 500

TENTH LIFE CAT RESCUE

3202 CHEROKEE STREET
ST LOUIS,MO63118 		NONE PC PROVIDE VETERINARY CARE, FOSTER HOMES, & ADOPTIONS TO STRAY CATS; WORK TO END UNNECESSARY EUTHANASIA 1,200

THE BACKSTOPPERS INC

PO BOX 795168
ST LOUIS,MO631790700 		NONE PC FINANCIAL ASSIST. & SUPPORT OF SPOUSES AND CHILDREN OF FALLEN POLICE OFFICERS, FIREFIGHTERS, & EMTS 500

THE BART SCOTT FAMILY FOUNDATION

816 HONEYWOOD DRIVE
LAKE ST LOUIS,MO63367 		NONE PC PROVIDE SUPPORT TO FAMILIES AND PATIENTS AFFECTED BY ILLNESSES, ESPECIALLY MACHADO-JOSEPH DISEASE 500

THE BLESSING FOUNDATION

PO BOX 7005
QUINCY,IL62305 		NONE PC CARE FOR THE POOR & UNDERSERVED TO EQUIP, EMPOWER & DISCIPLE THEM TO DISCIPLE OTHERS 750

THE CAREGIVER CLUB

551 BARNES ROAD
ST LOUIS,MO63124 		NONE PC HELP INDIVIDUALS WITH ALZHEIMER'S OR DEMENTIAS BY SUPPORTING THEIR CAREGIVERS 250

THE COVERING HOUSE

PO BOX 12206
ST LOUIS,MO63157 		NONE PC PROVIDE REFUGE & RESTORATION FOR SEXUALLY EXPLOITED & TRAFFICKED CHILDREN & TEENS 1,500

THE GATHERING

1034 S BRENTWOOD BLVD SUITE 300
RICHMOND HEIGHTS,MO63117 		NONE PC CREATE A CHRISTIAN COMMUNITY COMPELLING NEW GENERATIONS OF PEOPLE 1,143

THE JOSHUA CHAMBERLAIN SOCIETY

PO BOX 8475
OLIVETTE,MO63132 		NONE PC PROVIDE SUPPORT FOR WOUNDED VETERANS & FAMILIES OF DECEASED VETERANS FOR THE LONG TERM 1,100

THE LITTLE BIT FOUNDATION

1332 BAUR BLVD
ST LOUIS,MO63132 		NONE PC BREAK DOWN BARRIERS TO LEARNING FOR STUDENTS IN POVERTY 1,000

THE MAGIC HOUSE

516 S KIRKWOOD ROAD
ST LOUIS,MO63122 		NONE PC PROVIDE HANDS-ON LEARNING EXPERIENCES TO CHILDREN 1,000

THE NEXT STEP

10097 MANCHESTER ROAD SUITE 207
WARSON WOODS,MO63122 		NONE PC PROVIDE TUITION ASSISTANCE TO INDIVIDUALS ACTIVE IN A 12-STEP RECOVERY PROGRAM 2,500

TIGER SCHOLARSHIP FUND

1 CHAMPIONS DRIVE SUITE 200
COLUMBIA,MO65211 		NONE PC PROVIDE FINANCIAL RESOURCES TO ENHANCE THE EXPERINCE OF MIZZOU STUDENT-ATHLETES 3,000

UNIVERSITY OF DENVER

2101 S UNIVERSITY BLVD
DENVER,CO80210 		NONE PC SUPPORT THE COMMUNITY OF FAMILY ENTERPRISE IN THE REGION 5,000

UNIVERSITY OF MISSOURI

1 CHAMPIONS DRIVE SUITE 200
COLUMBIA,MO65211 		NONE PC PROVIDE ALL MISSOURIANS THE BENEFITS OF A WORLD-CLASS RESEARCH UNIVERSITY 4,753

UNIVERSITY OF MISSOURI - ST LOUIS

440 WOODS HALL 1 UNIVERSITY BLVD
ST LOUIS,MO631214400 		NONE PC TRANSFORM LIVES THROUGH EDUCATION, RESEARCH & COMMUNITY SERVICE 1,800

VILLA DUCHESNE AND OAK HILL SCHOOL

801 S SPOEDE RD
ST LOUIS,MO63131 		NONE PC TRANSFORM THE WORLD, ONE CHILD AT A TIME 2,500

VISITATION ACADEMY

3020 NORTH BALLAS ROAD
ST LOUIS,MO63131 		NONE PC PROVIDE QUALITY CATHOLIC EDUCATION FOR GIRLS 3,000

VISITING NURSE ASSOCIATION

2029 WOODLAND PARKWAY SUITE 105
MARYLAND HEIGHTS,MO63146 		NONE PC PROVIDE PRE AND/OR POST-ACUTE HEALTH CARE SERVICES TO OLDER ADULTS WHEREVER THEY ARE 1,500

WASHINGTON UNIVERSITY

CAMPUS BOX 1082 1 BROOKINGS DRIVE
ST LOUIS,MO63130 		NONE PC PROVIDE WASH U SCHOLARSHIPS, EDUCATIONAL RESOURCES, FACULTY DEV/RECRUIT & FACILITY IMPROVEMENTS 1,000

WEIDENBAUM CENTER - WASHINGTON UNIVERSITY

MSC 1082 1 BROOKINGS DRIVE
ST LOUIS,MO63130 		NONE PC FUND & PROVIDE SUPPORT FOR FACULTY RESEARCH & SPONSOR PUBLIC AFFAIRS PROGRAMS 2,500

WELCOME NEIGHBOR STL

PO BOX 31459
ST LOUIS,MO63131 		NONE PC PROVIDE A FOUNDATION FOR IMMIGRANT FAMILIES IN ST. LOUIS 250

WESTMINSTER CHRISTIAN ACADEMY

800 MARYVILLE CENTRE DRIVE
TOWN COUNTRY,MO63017 		NONE PC SUPPORT A CHRISTIAN PRIVATE COLLEGE-PREP SCHOOL SERVING 7-12TH GRADES 5,000

WINGS OF HOPE

18370 WINGS OF HOPE BOULEVARD
CHESTERFIELD,MO63005 		NONE PC CHANGE AND SAVE LIVES THROUGH THE POWER OF AVIATION 250

WOMEN EMPLOYED

1 E WACKER DRIVE SUITE 3110
CHICAGO,IL60601 		NONE PC PURSUE EQUITY FOR WOMEN IN THE WORKFORCE 5,000

WOMEN'S FOUNDATION OF GREATER SAINT LOUIS

8816 MANCHESTER ROAD 286
BRENTWOOD,MO63144 		NONE PC ADVANCE THE ECONOMIC SUCCESS OF WOMEN IN THE ST LOUIS AREA 1,500

YMCA OF THE PIKE'S PEAK REGION

8716 SOUTH Y CAMP ROAD
DECKERS,CO80135 		NONE PC EFFECT POSITIVE CHANGE IN OUR COMMUNITY VIA OUTDOOR EXPEREINCES 1,000

YOUTH AMBASSADORS INC

5809 MICHIGAN AVENUE
KANSAS CITY,MO64130 		NONE PC EDUCATIONAL PROGRAM DESIGNED TO EMPOWER UNDERSERVED TEENAGE YOUTH WITH IMPORTANT LIFE SKILLS 1,500

YOUTH IN NEED

1815 BOONES LICK RD
ST CHARLES,MO63301 		NONE PC PROVIDE NURTURING ENVIRONMENTS & EDUCATIONAL OPPORTUNITIES FOR KIDS, TEENS & FAMILIES 2,300
Total .................................right arrow 3a 358,808
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 39,375  
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 57,690  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINTEREST INCOME - JUSTINE PETERSEN PROMISSORY NOTE 		    14 2,614  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 99,679 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
99,679
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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 SUITE 500
 
ST LOUIS, MO63105

$ 61,739


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
STEVE FINERTY
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 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
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 25,456


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

$ 24,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
DAVID BRECKENRIDGE
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
DAVE SADLER
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 19,772


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
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
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 15,573


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
DON KUKLA
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 15,248


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
ROBERT HEHMEYER
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
MATT RING
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 15,000


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

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
TIM HALLS
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 14,193


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
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
JAMIE MEALEY
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 12,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
MARK HEFFERNAN
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 12,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
JAKE WINEGRAD
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 12,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
LOGAN FINERTY
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 10,298


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
NICOLE BAILEY
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
COLEMAN SHEEHAN
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
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
PATRICK MCGINNIS
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 8,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
HUNTER BROWN
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
LYNN DUNSTON
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 6,875


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
PETER RACEN
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
NANCY GEORGEN
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 5,183


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
JAMES BLAIR
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 5,105


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
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
25
MICHAEL HOLLO
100 S BRENTWOOD SUITE 500
 
ST LOUIS, MO63105

$ 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.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


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

$  


(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) (2023)
Schedule B (Form 990) (2023)
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 $ 25,456 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 SECURITIES $ 19,772 2023-01-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 SECURITIES $ 15,573 2023-08-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 SECURITIES $ 15,248 2023-01-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 SECURITIES $ 14,193 2023-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 SECURITIES $ 10,298 2023-06-07
Schedule B (Form 990) (2023)
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
23
 SECURITIES $ 5,183 2023-01-09
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
24
 SECURITIES $ 5,105 2023-02-03
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
MONETA GROUP CHARITABLE FOUNDATION
EIN:
43-1871586
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,375 2,688   2,687

TY 2023 InvestmentsCorpBondsSchedule
Name:
MONETA GROUP CHARITABLE FOUNDATION
EIN:
43-1871586
Name of Bond End of Year Book Value End of Year Fair Market Value
CALIFORNIA CR UN GLENDALE CALI CD 89,910 91,263
GOLDMAN SACHS BK USA CD 0.65000% 08/26/2024 29,963 29,141
WELLS FARGO BANK NATL ASSN CD 2.85000% 04/10/2024 25,000 24,832

TY 2023 InvestmentsCorpStockSchedule
Name:
MONETA GROUP CHARITABLE FOUNDATION
EIN:
43-1871586
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES INC ESG AWR MSCI EM 50,993 51,777
ISHARES TR ESG AW MSCI EAFE 42,017 47,515
TCW TRANSFORM ETF TRUST TRANSFRM 500 51,502 61,571
VANGUARD SMALL CAP VALUE ETF 48,182 66,589

TY 2023 InvestmentsGovtObligationsSch
Name:
MONETA GROUP CHARITABLE FOUNDATION
EIN:
43-1871586
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


50,119
State & Local Government Securities - End of Year Fair Market Value:


49,378


TY 2023 InvestmentsOtherSchedule2
Name:
MONETA GROUP CHARITABLE FOUNDATION
EIN:
43-1871586
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN EUROPACIFIC GROWTH FUND F3 AT COST 23,047 37,166
CALVERT EMERGING MARKETS EQUITY CL I AT COST 16,277 16,748
CALVERT US MID CAP CORE RSPNB IDX I AT COST 50,697 56,428
DIAMOND HILL SMALL- MID CAP FD I AT COST 42,548 56,488
DODGE & COX INTERNATL STOCK CL I AT COST 91,695 111,842
DODGE & COX STOCK CL I(DODGX) AT COST 84,554 190,597
HARDING LOEVNER INST EMERGING MRKTS AT COST 16,398 19,019
IMPAX LARGE CAP FUND INSTITUTIONAL CL AT COST 17,759 19,061
IMPAX HIGH YIELD BOND INSTITL CL AT COST 28,000 29,319
T ROWE PRICE MID CAP GROWTH FUND CL I AT COST 27,185 58,301
T ROWE PRICE INTGD US SM CAP GR EQ FD AT COST 61,565 66,490
THE GROWTH FUND OF AMERICA F3 AT COST 103,237 213,828
WCM FOCUSED INTL GROWTH FUND INSTL AT COST 97,714 108,314
VANGUARD TOTAL INTNL STOCK INDEX ADMIRAL AT COST 22,446 26,641
VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL AT COST 43,535 112,697
VERSUS CAPITAL MULTI MNGR REAL EST INC AT COST 50,986 51,375
GOLDMAN SACHS EMRG MKTS EQTY INSIGHTS I AT COST 18,736 19,573
PRINCIPAL REAL ESTATE SEC INSTL CL AT COST 52,500 58,901
NORTHERN MULTIMANAGR LSTD INFRASTRUCTR AT COST 72,026 72,431
JUSTINE PETERSEN HOUSING AND REINVESTMENT CORPORATION AT COST 102,614 102,614

TY 2023 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 75 0   75


TY 2023 OtherIncomeSchedule2
Name:
MONETA GROUP CHARITABLE FOUNDATION
EIN:
43-1871586
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INTEREST INCOME - JUSTINE PETERSEN PROMISSORY NOTE 2,614 2,614 2,614


TY 2023 SubstantialContributorsSch
Name:
MONETA GROUP CHARITABLE FOUNDATION
EIN:
43-1871586
Name Address
DAVID BRECKENRIDGE 100 S BRENTWOOD BLVD SUITE 500
ST LOUIS,MO63105


TY 2023 TaxesSchedule
Name:
MONETA GROUP CHARITABLE FOUNDATION
EIN:
43-1871586
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,213 1,213   0
NET INVESTMENT INCOME TAX 3,000 0   0