Nonprofit · EIN 43-1871586
MONETA GROUP CHARITABLE FOUNDATION
Tax-exempt · SAINT LOUIS, MO 63105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $663,720 | $498,093 | $165,627 | $1,905,952 | $0 | $1,905,952 |
| December 31, 2023 | 990-PF | $538,416 | $368,471 | $169,945 | $1,740,325 | $0 | $1,740,325 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $534,437
- Dividends
- $50,538
- Interest
- $1,123
- Net gain from sales of assets
- $74,544
- Other income
- $3,078
Expenses
- Grants and similar amounts paid
- $486,040
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $489,842
- Excise tax on investment income
- $3,856
Balance sheet and other
- Total assets, start of year
- $1,740,325
- Total assets, end of year
- $1,905,952
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,905,952
- Fair market value of assets
- $2,446,842
- Qualifying distributions
- $489,842
- Net investment income
- $282,669
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICOLE BAILEY 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | CHAIRMAN OF THE BOARD | 0.75 | $0 |
| JAMIE MEALEY 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | TREASURER | 0.75 | $0 |
| KIM MUELLER 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | SECRETARY | 0.5 | $0 |
| JAMES CHALMERS 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | TRUSTEE | 0.5 | $0 |
| TRAVIS FREEMAN 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | TRUSTEE | 1.5 | $0 |
| MARGIE GLENN 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | TRUSTEE | 0.5 | $0 |
| ERIN HADARY 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | TRUSTEE (THRU 02/24) | 0.25 | $0 |
| ASHLEY RIESER 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | TRUSTEE | 0.25 | $0 |
| ANNIECE ROBINSON 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | TRUSTEE | 0.5 | $0 |
| ELOISE SCHLAFLY 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | TRUSTEE | 0.5 | $0 |
| JOHN STEFFENS 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | TRUSTEE | 0.5 | $0 |
| CHRISTIE SCHMUKE 190 CARONDELET PLAZA SUITE 1200, ST LOUIS, MO 63105 | MEMBER AT LARGE (THRU 04/24) | 0.75 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICOLE BAILEY 100 S BRENTWOOD BLVD STE 500, SAINT LOUIS, MO 63105 | CHAIRMAN OF THE BOARD | 0.75 | $0 |
| JAMIE MEALEY 100 S BRENTWOOD BLVD STE 500, SAINT LOUIS, MO 63105 | TREASURER | 0.75 | $0 |
| DAVID CURTIS 100 S BRENTWOOD BLVD STE 500, SAINT LOUIS, MO 63105 | TRUSTEE | 0.5 | $0 |
| TRAVIS FREEMAN 100 S BRENTWOOD BLVD STE 500, SAINT LOUIS, MO 63105 | TRUSTEE | 0.5 | $0 |
| MARGIE GLENN 100 S BRENTWOOD BLVD STE 500, SAINT LOUIS, MO 63105 | TRUSTEE | 0.5 | $0 |
| ERIN HADARY 100 S BRENTWOOD BLVD STE 500, SAINT LOUIS, MO 63105 | TRUSTEE | 0.5 | $0 |
| DANA JOHNSON 100 S BRENTWOOD BLVD STE 500, SAINT LOUIS, MO 63105 | TRUSTEE (THRU 6/23) | 0.5 | $0 |
| JOHN STEFFENS 100 S BRENTWOOD BLVD STE 500, SAINT LOUIS, MO 63105 | TRUSTEE | 0.5 | $0 |
| CHRISTIE SCHMUKE 100 S BRENTWOOD BLVD STE 500, SAINT LOUIS, MO 63105 | MEMBER AT LARGE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 190 CARONDELET PLZ STE 1200, SAINT LOUIS, MO 63105-3433
- Signed the 990-PF
- JAMIE MEALEY, TREASURER
- Phone
- (314) 726-2300
- Return prepared by
- ARMANINO ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-1871586
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,905,952
- Income (IRS master file)
- $1,013,763
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $663,720 | $498,093 | $1,905,952 | XML |
| 990-PF | December 2023 | $538,416 | $368,471 | $1,740,325 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1871586).
Questions about MONETA GROUP CHARITABLE FOUNDATION
- What is the EIN of MONETA GROUP CHARITABLE FOUNDATION?
- The employer identification number (EIN) of MONETA GROUP CHARITABLE FOUNDATION is 43-1871586.
- Is MONETA GROUP CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MONETA GROUP CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONETA GROUP CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONETA GROUP CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONETA GROUP CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MONETA GROUP CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does MONETA GROUP CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $663,720, expenses of $498,093 and total assets of $1,905,952 at year end.
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