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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
MONETA GROUP CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)190 CARONDELET PLAZA 1200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST 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$2,446,842J 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) 534,437
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,123 1,123  
4 Dividends and interest from securities... 50,538 50,538  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 74,544
b Gross sales price for all assets on line 6a 424,587
7 Capital gain net income (from Part IV, line 2)... 227,930
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
3,078 3,078  
12 Total. Add lines 1 through 11........ 663,720 282,669  
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
7,298 3,649   3,649
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,602 1,602   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
153 0   153
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,053 5,251   3,802
25 Contributions, gifts, grants paid....... 486,040 486,040
26 Total expenses and disbursements. Add lines 24 and 25 498,093 5,251   489,842
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 165,627
b Net investment income (if negative, enter -0-) 277,418
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 329,120 421,192 421,192
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) 50,119 0 0
b Investments—corporate stock (attach schedule)....... 192,694 Click to see attachment
List of Attached Documents:
// Content
217,824 		276,341
c Investments—corporate bonds (attach schedule).......      
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).......... 1,168,392 Click to see attachment
List of Attached Documents:
// Content
1,266,936 		1,749,309
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) 1,740,325 1,905,952 2,446,842
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 1,740,325 1,905,952
29 Total net assets or fund balances (see instructions)..... 1,740,325 1,905,952
30 Total liabilities and net assets/fund balances (see instructions). 1,740,325 1,905,952
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
1,740,325
2
Enter amount from Part I, line 27a .....................
2
165,627
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,905,952
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
1,905,952
Form 990-PF (2024)
Form 990-PF (2024)
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 P    
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 355,945   196,657 159,288
b 68,642     68,642
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       159,288
b       68,642
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 2 227,930
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 3,856
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 3,856
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 3,856
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,169
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,169
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 5,313
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,313 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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. ...............................
10
 
No
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/MONETA-FOUNDATION
14
The books are in care ofright arrowMONETA GROUP LLC Telephone no.right arrow (314) 726-2300

Located atright arrow190 CARONDELET PLAZA SUITE 1200ST 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
190 CARONDELET PLAZA SUITE 1200
ST LOUIS,MO63105
JAMIE MEALEY TREASURER
0.75 		0 0 0
190 CARONDELET PLAZA SUITE 1200
ST LOUIS,MO63105
KIM MUELLER SECRETARY
0.50 		0 0 0
190 CARONDELET PLAZA SUITE 1200
ST LOUIS,MO63105
JAMES CHALMERS TRUSTEE
0.50 		0 0 0
190 CARONDELET PLAZA SUITE 1200
ST LOUIS,MO63105
TRAVIS FREEMAN TRUSTEE
1.50 		0 0 0
190 CARONDELET PLAZA SUITE 1200
ST LOUIS,MO63105
MARGIE GLENN TRUSTEE
0.50 		0 0 0
190 CARONDELET PLAZA SUITE 1200
ST LOUIS,MO63105
ERIN HADARY TRUSTEE (THRU 02/24)
0.25 		0 0 0
190 CARONDELET PLAZA SUITE 1200
ST LOUIS,MO63105
ASHLEY RIESER TRUSTEE
0.25 		0 0 0
190 CARONDELET PLAZA SUITE 1200
ST LOUIS,MO63105
ANNIECE ROBINSON TRUSTEE
0.50 		0 0 0
190 CARONDELET PLAZA SUITE 1200
ST LOUIS,MO63105
ELOISE SCHLAFLY TRUSTEE
0.50 		0 0 0
190 CARONDELET PLAZA SUITE 1200
ST LOUIS,MO63105
JOHN STEFFENS TRUSTEE
0.50 		0 0 0
190 CARONDELET PLAZA SUITE 1200
ST LOUIS,MO63105
CHRISTIE SCHMUKE MEMBER AT LARGE (THRU 04/24)
0.75 		0 0 0
190 CARONDELET PLAZA SUITE 1200
ST 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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
1,972,616
b
Average of monthly cash balances.......................
1b
408,991
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,381,607
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
2,381,607
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
35,724
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,345,883
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
117,294
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
117,294
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,856
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,856
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
113,438
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
113,438
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
113,438
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
489,842
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
489,842
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 113,438
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 324,150
b From 2020...... 442,663
c From 2021...... 445,692
d From 2022...... 356,348
e From 2023...... 264,686
f Total of lines 3a through e ........ 1,833,539
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 489,842
a Applied to 2023, 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 2024 distributable amount..... 113,438
e Remaining amount distributed out of corpus 376,404
5 Excess distributions carryover applied to 2024. 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 2,209,943
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		324,150
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,885,793
10 Analysis of line 9:
a Excess from 2020.... 442,663
b Excess from 2021.... 445,692
c Excess from 2022.... 356,348
d Excess from 2023.... 264,686
e Excess from 2024.... 376,404
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KATIE MARKHAM
190 CARONDELET PLAZA SUITE 1200
ST 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 (2024)
Form 990-PF (2024)
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 BLVD FITZGERALD HALL
ROOM 200
ST LOUIS,MO63103 		N/A PC PROPEL UNDERSERVED MIDDLE SCHOOL STUDENTS WITH ENRICHMENT, COUNSELING, & SCHOLARSHIPS 2,000

AFRICAN CHILDREN'S HEALTH CARE FUND

PO BOX 141
FORTSON,GA31808 		N/A PC ADDRESS THE DEFICIENCIES & CHALLENGES IN THE HEALTHCARE NEEDS OF AFRICA'S CHILDREN 3,000

AIM HIGH

755 S PRICE RD
ST LOUIS,MO63124 		N/A PC EMPOWER MOTIVATED MIDDLE SCHOOL STUDENTS FROM HIGH-RISK ENVIRONMENTS 500

ALS ASSOCIATION ST LOUIS REGIONAL

1950 CRAIG ROAD SUITE 200
ST LOUIS,MO63146 		N/A PC DISCOVER TREATMENTS AND A CURE FOR ALS 500

ALZHEIMER'S ASSOCIATION

11433 OLDE CABIN ROAD STE 100
ST LOUIS,MO63141 		N/A PC LEADING THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA 1,600

AMERICAN PARKINSON DISEASE ASSOCIATION

16100 CHESTERFIELD PARKWAY W SUITE
125
CHESTERFIELD,MO63017 		N/A PC SUPPORT & EMPOWER THOSE IMPACTED BY PARKINSON'S DISEASE 250

AMERICAN RED CROSS OF MISSOURI & ARKANSAS

10195 CORPORATE SQUARE DRIVE
ST LOUIS,MO63132 		N/A PC PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES 5,000

AMERICAN RED CROSS

PO BOX 37839
BOONE,IA500370839 		N/A PC PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES 3,430

ASSISTANCE LEAGUE OF ST LOUIS

30 HENRY AVENUE
ELLISVILLE,MO63011 		N/A PC TRANSFORM THE LIVES OF CHILDREN & ADULTS THROUGH COMMUNITY PROGRAMS 1,000

BACH SOCIETY OF ST LOUIS

9450 CLAYTON ROAD
ST LOUIS,MO63124 		N/A PC PROVIDE MUSICAL & EDUCATIONAL EXPERIENCES IN THE TRADITION OF JOHANN SEBASTIAN BACH 1,500

BELOVED ASHEVILLE

32 OLD CHARLOTTE HWY
ASHEVILLE,NC28803 		N/A PC BRING TOGETHER BIPOC & PEOPLE OF LOW WEALTH TO CREATE A MORE JUST & EQUITABLE SOCIETY 250

BENCH MARK PROGRAM

341 EAST LIBERTY ST
LANCASTER,PA17602 		N/A PC PROVIDE PERSONAL TRAINING SERVICES & MENTORSHIP TO AT-RISK YOUTH 6,100

BEST BUDDIES MISSOURI

9610 CONTINENTAL INDUSTRIAL DRIVE
AFFTON,MO63123 		N/A PC FOSTERS ONE-TO-ONE FRIENDSHIPS BETWEEN INDIVIDUALS WITH AND WITHOUT IDD 500

BIG BROTHER BIG SISTER CENTRAL MA & METROWEST

18 CHESTNUT STREET SUITE 340
WORCESTER,MA01608 		N/A PC HELP CHILDREN REALIZE THEIR POTENTIAL AND BUILD THEIR FUTURE 500

BIG MUDDY DANCE COMPANY

3305 WASHINGTON BLVD
ST LOUIS,MO63103 		N/A PC INVIGORATE LIFE THROUGH DANCE 1,500

BRAIN INJURY ASSOCIATION OF MISSOURI

2265 SCHUETZ RD
ST LOUIS,MO631463409 		N/A PC REDUCE THE INCIDENCE OF BRAIN INJURY & SUPPORT PATIENTS & FAMILIES 1,500

BREAKPOINT ACADEMY

7700 FORSYTH BLVD
ST LOUIS,MO63105 		N/A PC HELP UNDERREPRESENTED YOUTH BUILD CONFIDENCE & SELF ESTEEM THROUGH TENNIS 500

BURNS RECOVERED SUPPORT GROUP INC

6220 SOUTH LINDBERGH ROAD SUITE 203
ST LOUIS,MO63123 		N/A PC SERVE BURN & SMOKE INHALATION SURVIVORS & FAMILIES & EDUCATE THE COMMUNITY ABOUT PREVENTION 2,500

CARE STL

2700 WALNUT PLACE
ST LOUIS,MO63103 		N/A PC FOSTER A SUPPORTIVE COMMUNITY FOR BOTH PEOPLE AND ANIMALS 750

CATHOLIC CHARITIES OF NORTHEAST KANSAS

9720 W 87TH STREET
OVERLAND PARK,KS66212 		N/A PC STRENGTHEN INDIVIDUALS AND FAMILIES IN NEED ACROSS NORTHEAST KANSAS 1,500

CATHOLIC URBAN PROGRAMS

PO BOX 3310
EAST ST LOUIS,MO62203 		N/A PC REMEDIATE POVERTY & EMPOWER SELF-SUFFICIENCY THROUGH INTERVENTION 1,500

CENTRAL PRESBYTERIAN CHURCH

7700 DAVIS DRIVE
ST LOUIS,MO63105 		N/A PC TRANSFORM OUR LIVES, COMMUNITIES & WORLD THROUGH JESUS CHRIST 800

CHAMINADE COLLEGE PREPARATORY SCHOOL

425 S LINDBERGH BOULEVARD
ST LOUIS,MO63131 		N/A PC DEVELOP THE POTENTIAL OF YOUNG MEN SO THEY ARE PREPARED FOR SUCCESS IN COLLEGE & LIFE 11,700

CHART TEEN TASK FORCE

PO BOX 1321
HANNIBAL,MO63401 		N/A PC PROVIDE TEENS WITH INFO TO MAKE RESPONSIBLE, INFORMED DECISIONS ABOUT THEIR SEXUALITY 500

CHURCH OF ST MICHAEL & ST GEORGE

6345 WYDOWN BLVD
ST LOUIS,MO63105 		N/A PC TRANSFORM LIVES THROUGH CHRIST 1,500

CITY ACADEMY

4175 N KINGSHIGHWAY BLVD
ST LOUIS,MO63115 		N/A PC TRANSFORM OUR COMMUNITY THROUGH EXCEPTIONAL EDUCATION & EMPOWERMENT 1,000

COLORADO FOURTEENERS INITIATIVE

1526 COLE BLVD SUITE 130
LAKEWOOD,CO80401 		N/A PC PROTECT & PRESERVES COLORADO'S 54 14K-FOOT PEAKS - "THE FOURTEENERS" 600

COLORADO PET PANTRY

PO BOX 323
BOULDER,CO80306 		N/A PC TEMPORARILY FEED PETS TO KEEP THEM OUT OF SHELTERS & WITH THEIR FAMILIES 200

COLTON'S CAUSE

703 CASTLE TOWER DRIVE
ELLISVILLE,MO63021 		N/A PC IMPROVE THE QUALITY OF LIFE FOR FAMILIES OF SPECIAL NEEDS CHILDREN 1,500

COMMUNITY FOUNDATION OF METROWEST

3 ELIOT STREET
NATICK,MA01760 		N/A PC PROVIDE FINANCIAL & EDUCATIONAL RESOURCES TO NONPROFITS IN METROWEST MA 2,500

CONNECTIONS TO SUCCESS

3000 LITTLE HILLS EXPRESSWAY SUITE
101
ST CHARLES,MO63301 		N/A PC INSPIRE INDIVIDUALS TO ACHIEVE ECONOMIC INDEPENDENCE 800

CONTEMPORARY ART MUSEUM ST LOUIS

3750 WASHINGTON BLVD
ST LOUIS,MO63108 		N/A PC ENRICH LIVES & INSPIRE CURIOSITY, CREATIVITY, & LEARNING THROUGH EXPERIENCES WITH CONTEMPORARY ART 1,000

DANFORTH PLANT SCIENCE CENTER

975 N WARSON RD
ST LOUIS,MO63132 		N/A PC IMPROVE THE HUMAN CONDITION THROUGH PLANT SCIENCE 16,847

DELTA GAMMA CENTER

1750 S BIG BEND BLVD
ST LOUIS,MO63117 		N/A PC HELP CHILDREN WHO ARE BLIND OR VISUALLY IMPAIRED REACH THEIR FULL POTENTIAL 1,500

DENVER AREA YOUTH FOR CHRIST

PO BOX 101600
DENVER,CO802501600 		N/A PC GIVE EVERY YOUNG PERSON AROUND DENVER THE OPPORTUNITY TO BE A FOLLOWER OF CHRIST 800

DENVER DUMB FRIENDS LEAGUE

2080 S QUEBEC ST
DENVER,CO802313298 		N/A PC WORKING WITH OUR COMMUNITY TO END PET HOMELESSNESS AND ANIMAL SUFFERING 200

DENVER PUBLIC SCHOOLS FOUNDATION

1860 LINCOLN STREET 10TH FLOOR
DENVER,CO802032907 		N/A PC SUPPORT DENVER PUBLIC SCHOOLS IN PROVIDING THE BEST PUBLIC EDUCATION FOR EVERY CHILD 1,000

DENVER RESCUE MISSION

PO BOX 5206
DENVER,CO80217 		N/A PC RESTORE THE LIVES OF PEOPLE EXPERIENCING HOMELESSNESS AND ADDICTION 500

DISCOVERY CHILDREN'S CENTER

1211 TAMM AVE
ST LOUIS,MO63139 		N/A PC NURTURE CURIOSITY, CREATIVITY, & EXPLORATION IN AN ENVIRONMENT OF CARING & MUTUAL RESPECT 500

DUKE UNIVERSITY

BOX 90581
DURHAM,NC277080581 		N/A PC PROVIDE A SUPERIOR LIBERAL EDUCATION TO UNDERGRADUATE STUDENTS 1,000

EDEN THEOLOGICAL SEMINARY

475 E LOCKWOOD AVENUE
ST LOUIS,MO63119 		N/A PC MAKE ACCREDITED, ACCESSIBLE & AFFORDABLE THEOLOGICAL EDUCATION AVAILABLE TO ALL 1,000

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS ROAD
KANSAS CITY,MO64129 		N/A PC ENGAGE, EQUIP AND EMPOWER COACHES AND ATHLETES TO UNITE AND INSPIRE 2,500

FOLDS OF HONOR ST LOUIS

16105 SWINGLEY RIDGE ROAD 726
CHESTERFIELD,MO63006 		N/A PC PROVIDE SCHOLARSHIPS TO SPOUSES & CHILDREN OF FALLEN & DISABLED SERVICE MEMBERS & FIRST RESPONDERS 2,000

FOREST PARK FOREVER

5595 GRAND DRIVE IN FOREST PARK
ST LOUIS,MO63112 		N/A PC RESTORE, MAINTAIN, AND SUSTAIN FOREST PARK, A ST. LOUIS URBAN PARK 2,000

FRIENDS OF KIDS WITH CANCER

16 SUNNEN DRIVE SUITE 161
MAPLEWOOD,MO63143 		N/A PC ADVOCATE FOR AND PROVIDE PROGRAMS TO KIDS WITH CANCER AND THEIR FAMILIES 14,700

GATEWAY ARCH PARK FOUNDATION

701 MARKET STREET SUITE 1250
ST LOUIS,MO63101 		N/A PC ENSURE THE GATEWAY ARCH IS A RESOURCE FOR THE COMMUNITY AND NATION FOR GENERATIONS 5,000

GATEWAY HOUSING FIRST

1104 S JEFFERSON AVE
ST LOUIS,MO63104 		N/A PC PROVIDE SAFE, AFFORDABLE HOUSING FOR INDIVIDUALS WITH COMPLEX LIFE SITUATIONS 1,000

GATEWAY PET GUARDIANS

725 N 15TH ST
EAST ST LOUIS,IL62205 		N/A PC KEEP FAMILIES TOGETHER & PREVENT OWNED PETS FROM ENTERING A SHELTER 250

GATEWAY REGION YMCA

2815 SCOTT AVENUE STE D
ST LOUIS,MO63103 		N/A PC PROVIDE COMMUNITY CENTERED PROGRAMS, RECREATIONAL AREAS, FITNESS CENTERS, & SPORTS PROGRAMS 1,500

GENE SLAY'S GIRLS AND BOYS CLUB

2524 S 11TH STREET
ST LOUIS,MO63104 		N/A PC EMPOWER GIRLS & BOYS IN THE ST. LOUIS METRO AREA 800

GIRLS ON THE RUN

3155 SUTTON BOULEVARD SUITE 101
MAPLEWOOD,MO63143 		N/A PC EMPOWER GIRLS FOR A LIFETIME OF HEALTHY LIVING 1,000

GOODWILL OF WESTERN MO & EASTERN KANSAS

800 E 18TH STREET
KANSAS CITY,MO64108 		N/A PC EMPOWER PEOPLE TO DISCOVER THEIR POTENTIAL & ADAPT FOR THE FUTURE THROUGH WORK 1,500

GREAT RIVERS ENVIRONMENTAL LAW CENTER

319 N 4TH STREET STE 800
ST LOUIS,MO63102 		N/A PC PROVIDE FREE SERVICES TO PROTECT THE ENVIRONMENT AND PUBLIC HEALTH 250

GREAT RIVERS GREENWAY FOUNDATION

3745 FOUNDRY WAY SUITE 253
ST LOUIS,MO63110 		N/A PC MAKE THE ST. LOUIS REGION A VIBRANT PLACE TO LIVE, WORK AND PLAY 6,500

GREATER KANSAS CITY COMMUNITY FOUNDATION

1055 BROADWAY BLVD SUITE 130
KANSAS CITY,MO64105 		N/A PC SPREAD ERIN'S POSITIVE IMPACT ON THE KANSAS CITY COMMUNITY 2,500

GUARDIAN ANGELS SETTLEMENT ASSOCIATION

3300 S JEFFERSON
ST LOUIS,MO63118 		N/A PC SERVE PEOPLE LIVING IN POVERTY BY IMPROVING THEIR QUALITY OF LIFE & ACHIEVE ECONOMIC INDEPENDENCE 750

HANDS OF THE CARPENTER

16097 S GOLDEN RD
GOLDEN,CO80401 		N/A PC PROVIDE VEHICLE-RELATED SERVICES FOR SINGLE MOTHERS WITH CHILDREN 200

HEROES CARE

4558 GRAVOIS VLG CTR
HIGH RIDGE,MO63049 		N/A PC SUPPORT MILITARY MEMBERS & FAMILIES BEFORE, DURING & AFTER DEPLOYMENT 500

HOPE CREATES

3301 WASHINGTON AVE SUITE 2C
ST LOUIS,MO63103 		N/A PC EMPOWER YOUTH/YOUNG ADULTS IN RECOVERY FROM ADDICTION 1,920

HOPE HAPPENS

117 N KIRKWOOD RD SUITE 201
KIRKWOOD,MO63122 		N/A PC FIND CURES FOR NEUROLOGICAL DISORDERS THROUGH RESEARCH & SCIENTIFIC COLLABORATION 2,500

HOPEKIDS INC

PO BOX 11947
ST LOUIS,MO63138 		N/A PC PROVIDE A SUPPORT COMMUNITY FOR CHILDREN WITH LIFE-THREATENING CONDITIONS & THEIR FAMILIES 500

INVEST STL

5600 DELMAR BLVD
ST LOUIS,MO63112 		N/A PC DEVELOP COMMUNITIES OF JUSTICE & OPPORTUNITY IN PLACES OF SYSTEMIC ANTI-BLACK RACISM 1,000

JUNIOR ACHIEVEMENT

17339 NORTH OUTER FORTY ROAD
CHESTERFIELD,MO63005 		N/A PC INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY 1,500

JUVENILE DIABETES RESEARCH FOUNDATION

PO BOX 6809
HAGERSTOWN,MD217416809 		N/A PC IMPROVE THE LIVES OF THOSE WITH T1D THROUGH RESEARCH 800

KAUFMAN MUSIC CENTER

ABRAHAM GOODMAN HOUSE 129 WEST 67TH
STREET
NEW YORK,NY10023 		N/A PC STIMULATE APPRECIATION OF & PARTICIPATION IN MUSIC 1,500

KC CAN

1900 SHAWNEE MISSION PKWY STE 224
MISSION WOODS,KS66205 		N/A PC IMPROVE THE QUALITY OF LIVES OF KANSAS CITY'S CHILDREN 500

KIDSMART

180 PROGRESS PKWY
MARYLAND HEIGHTS,MO63043 		N/A PC EMPOWER KIDS IN NEED TO SUCCEED IN SCHOOL BY PROVIDING FREE ESSENTIAL TOOLS FOR LEARNING 250

KIRKWOOD SCHOOL DISTRICT FOUNDATION

1099 MILWAUKEE STREET
KIRKWOOD,MO63122 		N/A PC IMPROVE THE EDUCATIONAL EXPERIENCES OF STUDENTS IN KIRKWOOD SCHOOL DISTRICT 600

KUCHIPUDI ART ACADEMY INC

13109 MASON BEND LANE
ST LOUIS,MO63141 		N/A PC INSPIRE APPRECIATION FOR THE CLASSICAL INDIAN DANCE 2,000

KVC MISSOURI

330 N GORE AVE
WEBSTER GROVES,MO63119 		N/A PC STRENGTHEN FAMILIES, PREVENT CHILD ABUSE & NEGLECT, & ACHIEVE MENTAL WELLNESS 500

LAFAYETTE HABILITATION CENTER

2701 HENRIETTA ST
ST LOUIS,MO63104 		N/A PC POSITIVELY AFFECT THE LIVES OF THOSE WITH INTELLECTUAL DISABILITIES IN A HOME-LIKE ENVIRONMENT 500

LAFAYETTE SQUARE NEIGHBORHOOD ASSOCIATION

2023 LAFAYETTE AVENUE
ST LOUIS,MO63104 		N/A PC PRESERVE & REDEVELOP THE LAFAYETTE SQUARE NEIGHBORHOOD IN ST. LOUIS 800

L'ARCHE ST LOUIS

9445 LITZSINGER ROAD
BRENTWOOD,MO63144 		N/A PC MAKE KNOWN THE GIFTS OF PEOPLE WITH INTELLECTUAL DISABILITIES THROUGH RELATIONSHIPS 2,000

LIFEWISE STL

1321 S 11TH ST
ST LOUIS,MO63104 		N/A PC HELP INDIVIDUALS & FAMILIES ACHIEVE ECONOMIC WELL-BEING THROUGH PROGRAMMING & ADDRESSING BARRIERS 4,500

LOGAN UNIVERSITY

1851 SCHOETTLER ROAD
CHESTERFIELD,MO63017 		N/A PC CREATE A SAFER & HEALTHIER WORLD THROUGH EDUCATION, SERVICE, & HEALTH SCIENCE 1,500

LOLLY'S PLACE

1115 S FLORISSANT RD
ST LOUIS,MO63121 		N/A PC ENHANCE LEARNING AND INSPIRE STUDENTS TO THRIVE ACADEMICALLY 1,000

LONG ISLAND GULLS AMATEUR HOCKEY ASSOC

PO BOX 286
JERICHO,NY11753 		N/A PC PROVIDE HOCKEY COMPETITION TO YOUTH 1,400

MARCH OF DIMES

PO BOX 18819
ATLANTA,GA31126 		N/A PC MOTHER & CHILD HEALTH ADVOCACY (PREVENT BIRTH DEFECTS, PREMATURE BIRTH & INFANT MORTALITY) 2,500

MICDS

101 N WARSON ROAD
ST LOUIS,MO63124 		N/A PC PREPARE YOUNG PEOPLE FOR HIGHER LEARNING & LIVES OF PURPOSE & SERVICE 1,000

MICROFINANCING PARTNERS IN AFRICA

6400 MINNESOTA
ST LOUIS,MO63111 		N/A PC EMPOWER THOSE LIVING IN POVERTY IN AFRICA THROUGH ACCESS TO SERVICES & EDUCATION 3,000

MISSION SOUTHSIDE

514 S KANSAS AVE
OLATHE,KS66061 		N/A PC PUT GOD'S LOVE INTO ACTION BY EXTENDING HELP THROUGH HOPE 500

MISSOURI HISTORICAL SOCIETY

PO BOX 775460
ST LOUIS,MO63177 		N/A PC JOIN HISTORICAL PERSPECTIVES & CONTEMPORARY ISSUES TO INSPIRE AUDIENCES IN ST. LOUIS & BEYOND 1,000

NAMI ST LOUIS

1810 CRAIG ROAD SUITE 124
ST LOUIS,MO63146 		N/A PC IMPROVE THE LIVES OF CHILDREN & ADULTS WITH MENTAL ILLNESS & THEIR FAMILIES 1,000

NATIONAL COUNCIL OF JEWISH WOMEN

295 N LINDBERGH BLVD
ST LOUIS,MO63141 		N/A PC STRIVE FOR SOCIAL JUSTICE BY SAFEGUARDING INDIVIDUAL RIGHTS & FREEDOMS 1,000

NATIONAL MS SOCIETY

PO BOX 88540
CAROL STREAM,IL60188 		N/A PC HEAL CHILDREN & ADVANCE PEDIATRIC HEALTHCARE IN THE WORLD 13,000

NEWHOUSE

PO BOX 240019
KANSAS CITY,MO64124 		N/A PC PROVIDE SAFETY AND BETTER THE LIVES OF DOMESTIC VIOLENCE SURVIVORS 1,000

NORTH GLENDALE PTO

765 N SAPPINGTON ROAD
ST LOUIS,MO63122 		N/A PC STRENGTHEN, ENHANCE, & ENCOURAGE THE ENVIRONMENT OF NORTH GLENDALE SCHOOL 500

NORTH SIDE COMMUNITY SCHOOL

3033 N EUCLID AVENUE
ST LOUIS,MO63115 		N/A PC ENSURE ALL STUDENTS ACQUIRE SKILLS, KNOWLEDGE & QUALITIES FOR SUCCESS IN SCHOOL 1,000

OLLIE HINKLE HEART FOUNDATION

144 W LOCKWOOD AVE SUITE 201
ST LOUIS,MO63119 		N/A PC ADDRESS THE UNMET NEEDS OF HEART FAMILIES WHILE TRANSFORMING PEDIATRIC HEART CARE 1,750

OPERATION UNDERGROUND RAILROAD

PO BOX 560902
DENVER,CO802560902 		N/A PC FIGHT AGAINST CHILD SEXUAL EXPLOITATION & HUMAN TRAFFICKING WORLDWIDE 500

PEDAL THE CAUSE

8410 SOLUTIONS CENTER
CHICAGO,IL606778004 		N/A PC PROVIDE FUNDING FOR CANCER RESEARCH AT SITEMAN CANCER CENTER THROUGH CYCLING CHALLENGE 500

PHILLIPS FUNDAMENTAL LEARNING CENTER

14533 E SHARON LN
WICHITA,KS67230 		N/A PC TEACH CHILDREN TO READ USING STRUCTURED LITERACY INSTRUCTION 2,500

PINK RIBBON GOOD

350 HULS DRIVE
ENGLEWOOD,OH45315 		N/A PC SERVE EVERY PERSON & FAMILY AFFECTED BY BREAST & GYNECOLOGICAL CANCER 5,000

PLANNED PARENTHOOD GREAT RIVERS-MISSOURI

4251 FOREST PARK AVE
ST LOUIS,MO63108 		N/A PC PROVIDE, PROTECT & SUPPORT REPRODUCTIVE & SEXUAL HEALTH, SERVICES, ACCESS & RIGHTS 2,500

QUEEN OF PEACE CENTER

325 N NEWSTEAD
ST LOUIS,MO63108 		N/A PC SUPPORT PREGNANT AND POSTPARTUM WOMEN IN A SUBSTANCE ABUSE TREATMENT FACILITY 1,500

READY READERS

10403 BAUR BLVD SUITE H
ST LOUIS,MO63132 		N/A PC EXPAND LITERACY FOR YOUNG CHILDREN IN LOW-INCOME COMMUNITIES 3,767

RECOVET

464 W JACKSON RD
ST LOUIS,MO63119 		N/A PC HELP VETERANS & THEIR FAMILIES SUCCESSFULLY RETURN TO CIVILIAN LIFE 1,600

REEL RECOVERY

160 BROOKSIDE ROAD
NEEDHAM,MA02492 		N/A PC HELP MEN IN THE CANCER RECOVERY PROCESS THROUGH THE SPORT OF FLY-FISHING 500

RETRIEVER RESCUE OF COLORADO INC

PO BOX 416
EVERGREEN,CO80437 		N/A PC RESCUE RETRIEVERS & PROMOTE PUBLIC EDUCATION ON ANIMAL-RELATED ISSUES 800

RONALD MCDONALD HOUSE

4321 CHOUTEAU AVE
ST LOUIS,MO63110 		N/A PC PROVIDE A HOME-AWAY-FROM-HOME FOR FAMILIES OF SERIOUSLY ILL CHILDREN 54,000

RUNG FOR WOMEN

2717 SIDNEY STREET
ST LOUIS,MO63104 		N/A PC EMPOWER WOMEN TO GROW & ACHIEVE SUSTAINED INDEPENDENCE 500

SAFE CONNECTIONS

2165 HAMPTON AVENUE
ST LOUIS,MO63139 		N/A PC REDUCE RELATIONSHIP VIOLENCE & SEXUAL ASSAULT VIA EDUCATION, INTERVENTION & SUPPORT 960

SAINT LOUIS COUNSELING

5 PREMIER DRIVE SUITE 200
FENTON,MO63026 		N/A PC SUPPORT HEALING & IMPROVED MENTAL HEALTH FOR PEOPLE OF ALL BACKGROUNDS 1,500

SAINT LOUIS UNIVERSITY HIGH SCHOOL

4970 OAKLAND AVE
ST LOUIS,MO63110 		N/A PC A CATHOLIC JESUIT LEARNING COMMUNITY DEDICATED TO TRUTH, JUSTICE, LOVE, AND PEACE 1,000

SALEM LUTHERAN CHURCH AND SCHOOL

5025 LAKEWOOD
ST LOUIS,MO63123 		N/A PC MELD ACADEMICS WITH A CHRISTIAN FOUNDATION TO INSTILL VALUES & LOVE OF LEARNING 750

SHARE OUR SPARE

3800 N MILWAUKEE AVE
CHICAGO,IL60641 		N/A PC SUPPORT THE HEALTH & DEVELOPMENT OF CHICAGO-AREA KIDS AGES 0-5 1,000

SHERWOOD FOREST CAMP INC

2708 SUTTON BLVD
ST LOUIS,MO63143 		N/A PC A YEAR-ROUND, YOUTH DEVELOPMENT AGENCY, ANCHORED IN A RESIDENTAL SUMMER CAMP 1,500

SHREWSBURY PITCHES IN INC

11 MORNINGSIDE DRIVE
SHREWSBURY,MA01545 		N/A PC SUPPORT RESIDENTS OF SHREWSBURY IN NEED THROUGH THE CARD GAME PITCH 500

SITEMAN CANCER CENTER

MSC 1082-414-2555 7425 FORSYTH BLVD
ST LOUIS,MO63105 		N/A PC PREVENT CANCER IN THE COMMUNITY & TRANSFORM CANCER PATIENT CARE THROUGH SCIENTIFIC DISCOVERY 500

SOUTHERN ILLINOIS UNIVERSITY FOUNDATION

COLYER HALL - MAIL CODE 6805 1235
DOUGLAS DR
CARBONDALE,IL629014308 		N/A PC MAXIMIZE PRIVATE SUPPORT TO ASSIST THE UNIVERSITY IN ACHIEVING ITS LONG-RANGE GOALS 38,000

ST ANDREWS CHARITABLE FOUNDATION

1001 CRAIG ROAD SUITE 200
ST LOUIS,MO63146 		N/A PC IMPROVE THE QUALITY OF LIFE FOR SENIORS-IN-NEED THROUGH RELIABLE & COMPASSIONATE CARE 3,900

ST AUGUSTINE WELLSTON CENTER

6925 DELMAR BLVD
ST LOUIS,MO63130 		N/A PC PROMOTE THE GREATER WELL-BEING OF LOW-INCOME PEOPLE IN THE WELLSTON AREA 1,500

ST LOUIS ARC

1177 N WARSON ROAD
ST LOUIS,MO63132 		N/A PC EMPOWER PEOPLE WITH DEVELOPMENTAL DISABILITIES & THEIR FAMILIES TO LEAD BETTER LIVES 1,750

ST LOUIS AREA FOODBANK

70 CORPORATE WOODS DRIVE
BRIDGETON,MO63044 		N/A PC CREATE A PATHWAY TO NUTRITIONAL SECURITY FOR THOSE IN OUR COMMUNITY 1,000

ST LOUIS CHILDREN'S CHOIRS

2842 N BALLAS ROAD
ST LOUIS,MO631312311 		N/A PC SHAPE YOUNG LIVES THROUGH MUSICAL EXCELLENCE 500

ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

1001 HIGHLANDS PLAZA DRIVE WEST
SUITE 160
ST LOUIS,MO63110 		N/A PC DO WHAT IS RIGHT FOR CHILDREN BY PROVIDING QUALITY PEDIATRIC CARE 1,000

ST LOUIS COMMUNITY COLLEGE FOUNDATION

3221 MCKELVEY ROAD
BRIDGETON,MO63044 		N/A PC EMPOWERING STUDENTS. EXPANDING MINDS. CHANGING LIVES 1,500

ST LOUIS COUNTY LIBRARY

1412 S SPOEDE RD
ST LOUIS,MO631312557 		N/A PC PROVIDE RESOURCES & SERVICES TO ENRICH INDIVIDUAL MINDS, ENHANCE LIVES & EXPAND PERSPECTIVES 1,000

ST LOUIS LIFE

929 ROLLING THUNDER DR
OFALLON,MO63368 		N/A PC ENABLE INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO ACHIEVE INDEPENDENT LIVING 1,000

ST LOUIS MEN'S GROUP AGAINST CANCER

12951 OLIVE BOULEVARD
ST LOUIS,MO63141 		N/A PC RAISE FUNDS FOR CANCER RESEARCH, PREVENTION, AND CARE 3,000

ST LOUIS MUNICIPAL OPERA

1 THEATRE DRIVE
ST LOUIS,MO63112 		N/A PC ENRICH LIVES BY PRODUCING EXCEPTIONAL MUSICAL THEATRE 1,000

ST LOUIS PSYCHOANALYTIC INSTITUTE

7700 CLAYTON ROAD SUITE 200
ST LOUIS,MO63117 		N/A PC ADVANCE PSYCHOANALYTIC THOUGHT TO BENEFIT THE MENTAL HEALTH OF OUR COMMUNITY 500

ST LOUIS PUBLIC RADIO

PO BOX 843048
KANSAS CITY,MO641843048 		N/A PC INFORM & PROVIDE A DEEPER UNDERSTANDING & APPRECIATION OF EVENTS, IDEAS & CULTURES 500

ST LOUIS SERVICE BUREAU

9773 CLAYTON ROAD
ST LOUIS,MO63124 		N/A PC DONATE PROFITS FROM STATIONERY & GIFT STORE TO LOCAL CHARITIES 700

ST LOUIS SHAKESPEARE

3333 WASHINGTON AVENUE 203
ST LOUIS,MO63103 		N/A PC FOSTER COMMUNITY & JOY ACROSS ST. LOUIS THRU SHAKESPEAREAN TRADITION OF ART FOR ALL 2,000

ST LOUIS SYMPHONY ORCHESTRA

718 NORTH GRAND BOULEVARD
ST LOUIS,MO63103 		N/A PC ENRICH PEOPLES' LIVES THROUGH THE POWER OF MUSIC 6,000

ST LUKE'S HOSPITAL

232 S WOODS MILL ROAD
ST LOUIS,MO63017 		N/A PC PROVIDE HEALTH CARE SERVICES IN ST. LOUIS 2,500

ST VINCENT DE PAUL

1310 PAPIN STREET
ST LOUIS,MO63103 		N/A PC BUILD A MORE JUST WORLD THROUGH PERSONAL RELATIONSHIPS & SERVICE TO THOSE IN NEED 250

STL VILLAGE

4501 WESTMINSTER PLACE
ST LOUIS,MO63108 		N/A PC ENHANCE THE QUALITY OF LIFE AND WELL-BEING OF PEOPLE AGE 50+ LIVING AT HOME 500

STRAY RESCUE

2320 PINE STREET
ST LOUIS,MO63103 		N/A PC RESCUE STRAY ANIMALS, RESTORE THEM TO HEALTH, & PLACE THEM IN ADOPTIVE HOMES 250

SUMMIT LOST PET RESCUE

PO BOX 2301-113
SILVERTHORNE,CO80498 		N/A PC FIND LOST PETS IN SUMMIT COUNTY & REUNITE THEM WITH THEIR OWNERS 500

TENTH LIFE CAT RESCUE

3202 CHEROKEE ST
ST LOUIS,MO63118 		N/A PC PROVIDE VET CARE, FOSTER HOMES, & ADOPTIONS TO STRAY CATS; WORK TO END UNNECESSARY EUTHANASIA 5,600

THE BIOME SCHOOL

PO BOX 50131
CLAYTON,MO63105 		N/A PC CHARTER SCHOOL FOR GRADES K-5 WITH HANDS-ON, LEARNER-DRIVEN EDUCATION 1,000

THE BLESSING FOUNDATION

4939 OAK STREET PO BOX 7005
QUINCY,IL62305 		N/A PC CARE FOR THE POOR & UNDERSERVED TO EQUIP, EMPOWER & DISCIPLE THEM TO DISCIPLE OTHERS 1,000

THE CAREGIVER CLUB

551 BARNES RD
ST LOUIS,MO63124 		N/A PC HELP INDIVIDUALS WITH ALZHEIMER'S OR DEMENTIAS BY SUPPORTING THEIR CAREGIVERS 500

THE DECEMBER 5TH FUND

378 FEE FEE ROAD
MARYLAND HEIGHTS,MO63043 		N/A PC CREATE ONCE-IN-A-LIFETIME MEMORIES & SUPPORT FOR FAMILIES AFFECTED BY CANCER 1,000

THE ETA BOULE FOUNDATION

910 N 11TH STREET
ST LOUIS,MO63101 		N/A PC DEVELOP THE NEXT GENERATION OF AFRICAN AMERICAN LEADERS 1,500

THE GATHERING

1034 S BRENTWOOD BLVD SUITE 300
RICHMOND HEIGHTS,MO63117 		N/A PC CREATE A CHRISTIAN COMMUNITY COMPELLING NEW GENERATIONS OF PEOPLE 1,500

THE LAUNCHCODE FOUNDATION

4811 DELMAR BLVD
ST LOUIS,MO63108 		N/A PC BUILD A SKILLED WORKFORCE BY CREATING PATHWAYS FOR THOSE SEEKING CAREERS IN TECH 1,000

THE MAGIC HOUSE

516 S KIRKWOOD RD
ST LOUIS,MO63122 		N/A PC PROVIDE HANDS-ON LEARNING EXPERIENCES TO CHILDREN 5,000

THE NEXT STEP

10097 MANCHESTER ROAD SUITE 207
ST LOUIS,MO63122 		N/A PC PROVIDE ASSISTANCE TO INDIVIDUALS ACTIVE IN A 12-STEP PROGRAM PURSUING EDUCATION 4,500

THE REPERTORY THEATRE OF ST LOUIS

130 EDGAR ROAD
WEBSTER GROVES,MO63119 		N/A PC CREATE CONNECTIONS BETWEEN PEOPLE THROUGH THEATRICAL EXPERIENCES 1,000

THE RESTORE NETWORK

3993 FOSTERBURG RD
ALTON,IL62002 		N/A PC SUPPORT CHILDREN IN FOSTER-CARE THROUGH PARTNERSHIPS WITH CHILD WELFARE AGENCIES & COURT STAFF 250

THE SUMMIT FOUNDATION

PO BOX 4000
BRECKENRIDGE,CO80424 		N/A PC SUPPORT THE SUMMIT COUNTY COMMUNITY & ADDRESS PRESSING COMMUNITY NEEDS 900

TIGER SCHOLARSHIP FUND

1 CHAMPIONS DRIVE SUITE 200
COLUMBIA,MO65211 		N/A PC PROVIDE FINANCIAL RESOURCES TO ENHANCE THE EXPERIENCE OF MIZZOU STUDENT-ATHLETES 7,401

TWIN OAKS CHRISTIAN SCHOOL

1230A BIG BEND ROAD
BALLWIN,MO63021 		N/A PC TO GLORIFY GOD BY NURTURING SPIRITUAL DEVELOPMENT, ACADEMIC EXCELLENCE, & SERVANT LEADERSHIP 1,500

UNICEF USA

125 MAIDEN LANE
NEW YORK,NY10038 		N/A PC RELENTLESSLY PURSUE AN EQUITABLE WORLD FOR EVERY CHILD 200

UNITED WAY OF GREATER ST LOUIS

PO BOX 954281
ST LOUIS,MO63195 		N/A PC BRING PEOPLE TOGETHER TO BUILD STRONG, EQUITABLE COMMUNITITES WHERE EVERYONE CAN THRIVE 47,490

UNIVERSITY OF ILLINOIS FOUNDATION

PO BOX 734500
CHICAGO,IL606734500 		N/A PC ENCOURAGE & ADMINISTER PRIVATE GIFTS TO FUTHER THE INTERESTS & WELFARE OF THE UNIVERSITY 2,000

UNIVERSITY OF MISSOURI - ST LOUIS

230 WOODS HALL 1 UNIVERSITY BLVD
ST LOUIS,MO631214400 		N/A PC TRANSFORM LIVES THROUGH EDUCATION, RESEARCH & COMMUNITY SERVICE 8,125

VILLA DUCHESNE AND OAK HILL SCHOOL

10801 CONWAY ROAD
ST LOUIS,MO63131 		N/A PC TRANSFORM THE WORLD, ONE CHILD AT A TIME 24,800

VISITATION ACADEMY

3020 NORTH BALLAS ROAD
ST LOUIS,MO63131 		N/A PC PROVIDE QUALITY CATHOLIC EDUCATION FOR GIRLS 5,000

VISITING NURSE ASSOCIATION

2029 WOODLAND PARKWAY SUITE 105
MARYLAND HEIGHTS,MO63146 		N/A PC PROVIDE PRE AND/OR POST-ACUTE HEALTH CARE SERVICES TO OLDER ADULTS WHEREVER THEY ARE 1,000

WASHINGTON UNIVERSITY

CAMPUS BOX 1082 1 BROOKINGS DRIVE
ST LOUIS,MO63130 		N/A PC PROVIDE WASH U SCHOLARSHIPS, EDUCATIONAL RESOURCES, FACULTY DEV/RECRUIT & FACILITY IMPROVEMENTS 1,000

WEBSTER ARTS

2 SUMMIT AVENUE
WEBSTER GROVES,MO63119 		N/A PC BRING ART TO LIFE BY SERVING AS A HUB FOR THE ARTS 10,000

WEIDENBAUM CENTER - WASHINGTON UNIVERSITY

1 BROOKINGS DRIVE
ST LOUIS,MO631309989 		N/A PC FUND & PROVIDE SUPPORT FOR FACULTY RESEARCH & SPONSOR PUBLIC AFFAIRS PROGRAMS 2,000

WESTMINSTER CHRISTIAN ACADEMY

800 MARYVILLE CENTRE DRIVE
TOWN COUNTRY,MO60317 		N/A PC SUPPORT A CHRISTIAN PRIVATE COLLEGE-PREP SCHOOL SERVING 7-12TH GRADES 5,000

WINGS OF HOPE

18370 WINGS OF HOPE BLVD
CHESTERFIELD,MO63005 		N/A PC CHANGE AND SAVE LIVES THROUGH THE POWER OF AVIATION 10,000

WOMEN'S FOUNDATION OF GREATER SAINT LOUIS

8816 MANCHESTER RD 286
ST LOUIS,MO63144 		N/A PC ADVANCE THE ECONOMIC SUCCESS OF WOMEN IN THE ST. LOUIS AREA 1,500

WORLD PEDIATRICS

1325 N WARSON RD
WARSON WOODS,MO63132 		N/A PC HEAL CHILDREN & ADVANCE PEDIATRIC HEALTHCARE IN THE WORLD 5,000

YOUTH IN NEED

1815 BOONES LICK ROAD
ST CHARLES,MO63301 		N/A PC PROVIDE NURTURING ENVIRONMENTS & EDUCATIONAL OPPORTUNITIES FOR KIDS, TEENS & FAMILIES 2,250
Total .................................right arrow 3a 486,040
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 1,123  
4 Dividends and interest from securities ....     14 50,538  
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 74,544  
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 3,078  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 129,283 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
129,283
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
MONETA GROUP CHARITABLE FOUNDATION
  		Employer identification number
43-1871586
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MONETA GROUP LLC
 
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 64,118


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
STEVE FINERTY
190 CARONDELET PLAZA SUITE 1200
 
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
LINDA PIETROBURGO
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 35,981


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
DIANE COMPARDO AND RON WIENSTROER
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 25,236


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
MICHAEL JOHNSON
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 24,011


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
ROBERT HEHMEYER
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 24,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MONETA GROUP CHARITABLE FOUNDATION
  		Employer identification number
43-1871586
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
DON KUKLA
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 22,337


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
DAVE SADLER
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 21,510


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
ERIC KITTNER
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 20,413


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
DAVID BRECKENRIDGE
190 CARONDELET PLAZA SUITE 1200
 
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
11
LOGAN FINERTY
190 CARONDELET PLAZA SUITE 1200
 
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
JAMIE MEALEY
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 15,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MONETA GROUP CHARITABLE FOUNDATION
  		Employer identification number
43-1871586
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
MATT RING
190 CARONDELET PLAZA SUITE 1200
 
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
14
JEFF WIST
190 CARONDELET PLAZA SUITE 1200
 
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
15
TIM HALLS
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 14,809


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
MARK HEFFERNAN
190 CARONDELET PLAZA SUITE 1200
 
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
17
JAKE WINEGRAD
190 CARONDELET PLAZA SUITE 1200
 
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
18
MIKE CARPENTER
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 10,106


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MONETA GROUP CHARITABLE FOUNDATION
  		Employer identification number
43-1871586
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
NICOLE BAILEY
190 CARONDELET PLAZA SUITE 1200
 
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
20
COLEMAN SHEEHAN
190 CARONDELET PLAZA SUITE 1200
 
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
21
PATRICK MCGINNIS
190 CARONDELET PLAZA SUITE 1200
 
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
22
HUNTER BROWN
190 CARONDELET PLAZA SUITE 1200
 
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
23
NANCY GEORGEN
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 6,095


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
PETER RACEN
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 6,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MONETA GROUP CHARITABLE FOUNDATION
  		Employer identification number
43-1871586
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
JULIE SWARD
190 CARONDELET PLAZA SUITE 1200
 
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
26
KARA HARMON
190 CARONDELET PLAZA SUITE 1200
 
ST LOUIS, MO63105

$ 5,413


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
JAMES BLAIR
190 CARONDELET PLAZA SUITE 1200
 
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
28
JORDAN JANES
190 CARONDELET PLAZA SUITE 1200
 
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
29
DAN WEST
190 CARONDELET PLAZA SUITE 1200
 
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.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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 $ 35,981 2024-01-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 SECURITIES $ 25,236 2024-08-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 SECURITIES $ 24,011 2024-11-04
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 SECURITIES $ 22,337 2024-08-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 SECURITIES $ 20,223 2024-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 SECURITIES $ 20,413 2024-05-15
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
MONETA GROUP CHARITABLE FOUNDATION
  		Employer identification number

43-1871586
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 SECURITIES $ 14,809 2024-09-06
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 SECURITIES $ 10,106 2024-03-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
23
 SECURITIES $ 5,095 2024-01-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
26
 SECURITIES $ 5,163 2024-01-05
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
MONETA GROUP CHARITABLE FOUNDATION
EIN:
43-1871586
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,298 3,649   3,649

TY 2024 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 53,925
ISHARES TR ESG AW MSCI EAFE 42,017 47,892
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 25,130 25,052
TCW ETF TRUST TRANSFRM 500 51,502 76,145
VANGUARD SMALL CAP VALUE ETF 48,182 73,327

TY 2024 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 25,667 39,039
CALIFORNIA CR UN GLENDALE CALI CD AT COST 89,910 91,108
CALVERT EMERGING MARKETS EQUITY CL I AT COST 21,277 22,576
CALVERT US MID CAP CORE RSPNB IDX I AT COST 51,414 63,499
DIAMOND HILL SMALL- MID CAP FD I AT COST 47,106 61,070
DODGE & COX INTERNATL STOCK CL I AT COST 94,252 116,088
DODGE & COX STOCK CL I (DODGX) AT COST 101,420 218,246
GOLDMAN SACHS EMRG MKTS EQTY INSIGHTS I AT COST 19,023 21,091
IMPAX HIGH YIELD BOND INSTITL CL AT COST 28,000 29,417
IMPAX LARGE CAP FUND INSTITUTIONAL CL AT COST 21,180 21,734
JUSTINE PETERSEN HOUSING AND REINVESTMENT CORPORATION AT COST 105,692 105,692
MORGAN STANLEY BK N A CD AT COST 24,975 25,333
MORGAN STANLEY PRIVATE BK NATL CD 3.85% AT COST 29,940 29,854
MORGAN STANLEY PRIVATE BK NATL CD 4.5% AT COST 24,975 25,289
NORTHERN MULTIMANAGR GL LSTD INFRASTRUCTR AT COST 72,026 70,979
PRINCIPAL REAL ESTATE SEC INSTL CL AT COST 52,500 59,600
T ROWE PRICE INTGD US SM CAP GR EQ FD AT COST 67,164 75,175
T ROWE PRICE MID CAP GROWTH FUND CL I AT COST 33,143 63,860
THE GROWTH FUND OF AMERICA F3 AT COST 126,668 275,481
VANGUARD TOTAL INTNL STOCK INDEX ADMIRAL AT COST 23,358 28,020
VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL AT COST 45,277 139,454
VERSUS CAPITAL REAL ESTATE FUND AT COST 51,016 50,864
WCM FOCUSED INTL GROWTH FUND INSTL AT COST 110,953 115,840

TY 2024 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 153 0   153


TY 2024 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 3,078 3,078 3,078


TY 2024 TaxesSchedule
Name:
MONETA GROUP CHARITABLE FOUNDATION
EIN:
43-1871586
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,602 1,602   0
NET INVESTMENT INCOME TAX 3,000 0   0