2026-03-02T12:15:19-06:00 2025-10-31 431540459 SCHMERSAHL TRELOAR & COMPANY PC 10805 SUNSET OFFICE DRIVE SUITE 400 SAINT LOUIS MO 631271028 990 2024-11-01 436049726 MISSION FREE SCHOOL OF ST LOUIS DBA ST LOUIS UNITARIAN FDN FOR CHILDREN MISS 3143610595 5007 WATERMAN SAINT LOUIS MO 63108 SUE ASHWELL PRESIDENT 3147403804 2026-03-02 1 0 MICHAEL J LABELLE P01325186 3149662727 2026-03-02 2024 2025-03-06 01:10:19Z SUE ASHWELL 5007 WATERMAN SAINT LOUIS MO 63108 916976 0 X N/A X 1973 MO THE MISSION FREE SCHOOL OF ST. LOUIS IS DEDICATED TO SUPPORTING AREA AGENCIES WHICH PROVIDE CARE TO UNDERSERVED CHILDREN AND THEIR FAMILIES. 9 9 0 0 0 0 0 0 0 0 601995 916976 0 0 601995 916976 283300 290800 0 0 0 0 0 0 0 1028 1434 284328 292234 317667 624742 3747000 4371742 0 0 3747000 4371742 THE SCHOOL'S PRIMARY PURPOSE IS TO ASSIST PROGRAMS THAT BENEFIT UNDERPRIVILEGED CHILDREN. 0 0 290800 290800 ASSISTING PROGRAMS THAT BENEFIT UNDERPRIVILEGED CHILDREN. 290800 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X SUE ASHWELL 3143610595 5007 WATERMAN ST LOUIS MO 63108 X SUE ASHWELL PRESIDENT 1.00 X X 0 0 0 JANE HOEKELMAN VICE PRESIDENT 1.00 X X 0 0 0 CHARLES EBY TREASURER 1.00 X X 0 0 0 JAMA DODSON SECRETARY 1.00 X X 0 0 0 CLAIRE BIRGE BOARD MEMBER 1.00 X 0 0 0 ERIN MILLIGAN BOARD MEMBER 1.00 X 0 0 0 MELANIE FATHMAN BOARD MEMBER 1.00 X 0 0 0 STEVE SMIDOWICZ BOARD MEMBER 1.00 X 0 0 0 KATHY WILKE BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 916976 916976 916976 916976 0 0 290800 290800 650 650 784 784 292234 290800 1434 0 3747000 4371742 3747000 4371742 0 0 X 1334939 1334939 0 0 2412061 3036803 3747000 4371742 3747000 4371742 624742 0 X 0 0 0 X X X 13 CHILDRENS ADVOCACY CENTER 436003859 7 0 19300 0 FAMILY FORWARD 450652622 7 0 23100 0 EPWORTH CHILDRENFAMILY SERVICES 431280700 7 0 20300 0 GIRLS INC 431321294 7 0 23300 0 KIDS IN THE MIDDLE 431192510 10 0 23300 0 NURSES FOR NEWBORNS 431601329 7 0 24100 0 ST LOUIS ARC 430718811 7 0 22500 0 ST LOUIS CRISIS NURSERY 431410297 8 0 23600 0 SOUTHSIDE EARLY CHILDHOOD CENTER 430685348 7 0 46200 0 SPRINGBOARD TO LEARNING 431202003 7 0 20900 0 ASHREI FOUNDATION 871876155 7 0 16200 0 THE WOMEN'S SAFE HOUSE 431111319 7 0 14000 0 CHADS COALITION FOR MENTAL HEALTH 202172260 7 0 14000 0 13 290800 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 601995 916976 601995 916976 0 0 1028 1434 0 0 600967 915542 6240236 6787978 0 0 0 0 6240236 6787978 0 0 0 6240236 6787978 93604 101820 6146632 6686158 215132 234016 0 0 215132 234016 600967 510822 215132 510822 0 510822 290800 0 0 0 0 0 290800 0 510822 0.000000000000 510822 0 0 0 0 222069 283300 505369 0 505369 0 0 290800 0 5453 285347 0 0 285347 0 0 0 0 285347 SCHEDULE A. PART IV GENERAL INFORMATION ATTACHMENT TO SCHEDULE A, PART VI MISSION FREE SCHOOL OF ST. LOUIS D/B/A ST. LOUIS UNITARIAN FOUNDATION FOR CHILDREN 2024 FORM 990 TIN # 43-6049726 THE MISSION FREE SCHOOL (THE SCHOOL) IS A UNIQUE ORGANIZATION WITH A UNIQUE HISTORY, BOTH AS AN OPERATING ENTITY AND AS AN IRC 501(C) (3) TYPE III SUPPORTING ORGANIZATION UNDER IRC 509(A)(3). IN ORDER TO FULLY ANSWER ALL QUESTIONS ON SCHEDULE A TO THE SCHOOL'S 2024 FORM 990 (SCHEDULE A) IT IS CRUCIAL TO UNDERSTAND THIS HISTORY. ALL ANSWERS AND INFORMATION SUPPLIED ON THE APPLICABLE PARTS OF SCHEDULE A ARE SUBJECT TO THIS ATTACHMENT. HISTORY OF THE SCHOOL MEMBERS OF THE FIRST UNITARIAN CHURCH OF ST. LOUIS ("FIRST UNITARIAN") ESTABLISHED THE MISSION FREE SCHOOL IN 1841. SINCE THAT TIME, THE PRIMARY PURPOSE OF THE SCHOOL HAS BEEN (AND CURRENTLY IS) TO ASSIST IN PROGRAMS THAT BENEFIT UNDERPRIVILEGED CHILDREN. PRIOR TO 1950, THE SCHOOL CARRIED OUT ITS CHARITABLE PURPOSE BY PROVIDING DIRECT SERVICES TO UNDERPRIVILEGED CHILDREN, SUCH AS PROVIDING EDUCATIONAL AND HOUSING SERVICES. AFTER 1950, THE CHARITABLE PURPOSES OF THE SCHOOL HAVE BEEN CARRIED OUT BY THE AWARDING OF CASH GRANTS TO PUBLIC CHARITIES THAT ASSIST UNDERPRIVILEGED CHILDREN. THE BYLAWS OF THE SCHOOL REQUIRE THAT ALL OF THE SCHOOL'S BOARD MEMBERS MUST ALSO BE MEMBERS IN GOOD STANDING OF THE FIRST UNITARIAN. THE ANSWER TO QUESTION 12 G ON SCHEDULE A SHOWS THE PUBLIC CHARITIES AND THE AMOUNTS OF GRANTS THAT WERE MADE BY MISSION FREE SCHOOL TO THOSE PUBLIC CHARITIES IN THE SCHOOL'S TAX YEAR ENDING 10/31/2025. WHILE THE SCHOOL IS NOT SUBJECT TO THE DIRECT CONTROL OR SUPERVISION OF ANY OF THE ORGANIZATIONS LISTED ON SCHEDULE A, OR ANY OTHER PUBLIC CHARITY, THE SCHOOL HAS HAD, AND CONTINUES TO HAVE, A HISTORIC AND CONTINUING RELATIONSHIP WITH THE FIRST UNITARIAN WHICH IS A RELIGIOUS ORGANIZATION WHICH IS TAX EXEMPT AS A PUBLIC CHARITY UNDER IRC 501(C)(3). HISTORY OF TAX EXEMPT STATUS PRIOR TO 1973 THERE WAS NEVER A QUESTION REGARDING THE FACT THAT THE SCHOOL WAS A 501(C)(3 PUBLIC CHARITY. HOWEVER, IN 1973 AFTER THE TAX ACT OF 1969, THE SCHOOL WAS INITIALLY CLASSIFIED AS A PRIVATE FOUNDATION UNDER IRC 509. IN RESPONSE TO A LETTER FROM THE SCHOOL'S LEGAL COUNSEL AT THAT TIME TO THE INTERNAL REVENUE SERVICE (A COPY OF WHICH IS ATTACHED AS EXHIBIT 1), THE IRS THEN RECOGNIZED THE SCHOOL AS A PUBLIC CHARITY SUPPORTING ORGANIZATION DESCRIBED IN 509(A)(3) OF THE CODE (SEE IRS DETERMINATION LETTER DATED 5/31/1973 ATTACHED AS EXHIBIT 2). THE RELATIONSHIP DESCRIBED IN THAT LETTER RESULTED IN THE SCHOOL BEING CLASSIFIED AS A PUBLIC CHARITY SUPPORTING ORGANIZATION, WHICH CLASSIFICATION IS STILL IN EFFECT. ON JANUARY 28, 2009 THE SCHOOL RECEIVED A LETTER FROM THE IRS ATTACHING A COMPLIANCE CHECKLIST REGARDING ITS 2007 FORM 990 (COMPLIANCE CHECKLIST AND LETTER ATTACHED AS EXHIBIT 3) SPECIFICALLY QUESTIONING THE SCHOOL'S CONTINUED QUALIFICATION AS AN IRC 509(A)(3) SUPPORTING ORGANIZATION BY REASON OF THE CHANGES MADE BY THE PENSION PROTECTION ACT OF 2006. THE THEN PRESIDENT OF THE SCHOOL SENT A LETTER TO THE IRS IN RESPONSE TO THE COMPLIANCE CHECKLIST (SEE REPLY LETTER ATTACHED AS EXHIBIT 4). ON MARCH 9, 2009 THE IRS DIRECTOR OF EO EXAMINATIONS SENT A LETTER TO THE SCHOOL FINDING THAT NO FURTHER ACTION WAS REQUIRED WITH RESPECT TO THE SCHOOL'S STATUS AS A AN IRC 509(A)(3) TYPE III SUPPORTING ORGANIZATION DUE TO THE CHANGES WROUGHT BY THE PENSION PROTECTION ACT OF 2006 (SEE MARCH 9, 2009 IRS LETTER ATTACHED AS EXHIBIT 5). EFFECT ON SCHEDULE A TO SCHOOL'S 2024 FORM 990 ACCORDINGLY THE SCHOOL HAS CONTINUED TO FILE ITS FORM 990 AS A TYPE III SUPPORTING ORGANIZATION UNDER IRC 509(A)(3). THE SCHOOL HAS COMPLETED SCHEDULE A TO THE BEST OF ITS ABILITIES AND THIS ATTACHMENT IS INTENDED TO SUPPLEMENT SOME OF THOSE ANSWERS IN LIGHT OF ITS UNIQUE HISTORY AS SET FORTH ABOVE. ITEMS BELOW ARE NUMBERED IN ACCORDANCE WITH THE QUESTIONS ON SCHEDULE A. PART 1, Q 12 D &E: THE SCHOOL IS A NON-FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION DUE TO ITS UNIQUE HISTORY AND HISTORIC AND CONTINUING RELATIONSHIP WITH FIRST UNITARIAN CHURCH AS SET FORTH ABOVE AND ITS STATUS AS SUCH AN ORGANIZATION WAS AGAIN RECOGNIZED BY THE IRS IN ITS MARCH 9, 2009 LETTER. PART IV, A, Q 1: THE SCHOOL'S SUPPORTED ORGANIZATIONS ARE NOT LISTED BY NAME IN THE ORGANIZATION GOVERNING DOCUMENTS, BUT THAT OMISSION IS NOT AN ISSUE BECAUSE OF THE SCHOOLS' CONTINUING AND HISTORIC RELATIONSHIP WITH FIRST UNITARIAN, AS DESCRIBED ABOVE. PART IV, D, Q 1-3: THE ANSWER TO Q1 IS NO BECAUSE THE SCHOOL'S STATUS AS A TYPE III SUPPORTING ORGANIZATION IS BASED ON ITS CONTINUING HISTORICAL RELATIONSHIP WITH FIRST UNITARIAN, AND NOT ON ANY OF THE ORGANIZATIONS TO WHICH IT MAKES GRANTS. Q2 IS ANSWERED YES AS THE SCHOOL'S BOARD MEMBERS MUST BE MEMBERS OF THE FIRST UNITARIAN, AND THOSE MEMBERS HAVE OFTEN BEEN ON THE BOARD OF TRUSTEES OF THE CHURCH. Q 3 IS ANSWERED NO AS THE CHURCH DOES NOT HAVE A SIGNIFICANT VOICE IN THE SCHOOLS' INVESTMENT POLICIES AND DIRECTION OF THE USE OF THE SCHOOL'S INCOME OR ASSETS. PART V: PART V HAS BEEN COMPLETED ON THE BASIS THAT ALL OF THE ORGANIZATIONS TO WHICH DISTRIBUTIONS HAVE BEEN MADE AS SET FORTH ON PART 1 OF SCHEDULE A ARE SUPPORTED ORGANIZATIONS AND THAT NO DISTRIBUTIONS HAVE BEEN MADE TO ATTENTIVE SUPPORTED ORGANIZATIONS BECAUSE OF THE SCHOOL'S HISTORIC AND CONTINUING RELATIONSHIP WITH FIRST UNITARIAN, WHICH DID NOT RECEIVE ANY DISTRIBUTIONS FOR THIS FISCAL YEAR. SCHEDULE A, PART IV, SECTION A # 1 THE SCHOOL'S SUPPORTED ORGANIZATIONS ARE NOT LISTED BY NAME IN THE ORGANIZATION'S GOVERNING DOCUMENTS, BUT THAT OMISSION IS NOT AN ISSUE BECAUSE OF THE SCHOOL'S CONTINUING AND HISTORIC RELATIONSHIP WITH FIRST UNITARIAN, AS DESCRIBED ABOVE. 1 EPWORTH CHILDREN AND FAMILY SERVICES 431280700 501C3 20300 0 GENERAL SUPPORT ST LOUIS ARC 430718811 501C3 22500 0 GENERAL SUPPORT CHILDRENS ADVOCACY CENTER 436003859 501C3 19300 0 GENERAL SUPPORT CHADS COALITION FOR MENTAL HEALTH 202172260 501C3 14000 0 GENERAL SUPPORT GIRLS INC 431321294 501C3 23300 0 GENERAL SUPPORT SOUTHSIDE EARLY CHILDHOOD CENTER 430685348 501C3 46200 0 GENERAL SUPPORT KIDS IN THE MIDDLE 431192510 501C3 23300 0 GENERAL SUPPORT ST LOUIS CRISIS NURSERY 431410297 501C3 23600 0 GENERAL SUPPORT FAMILY FORWARD 450652622 501C3 23100 0 GENERAL SUPPORT NURSES FOR NEWBORNS 431601329 501C3 24100 0 GENERAL SUPPORT SPRINGBOARD TO LEARNING 431202003 501C3 20900 0 GENERAL SUPPORT ASHREI FOUNDATION 871876155 501C3 16200 0 GENERAL SUPPORT THE WOMEN'S SAFE HOUSE 431111319 501C3 14000 0 GENERAL SUPPORT 13 PART I, LINE 2: THE ORGANIZATION REQUESTS THE ANNUAL REPORT AND FINANCIAL AUDIT FROM EACH GRANTEE AGENCY ON AN ANNUAL BASIS. ADDITIONALLY, THE ORGANIZATION VISITS EACH GRANTEE AGENCY FOR AN IN-DEPTH PROGRAM REVIEW ONCE EVERY THREE YEARS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS CONFLICTS WITH BOARD MEMBERS ON A REGULAR BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE EMPLOYEES NOR DOES IT PAY ANY COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FIRST UNITARIAN CHURCH OF ST LOUIS CHURCH MO 501(C)(3) LINE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0