Moneta Group Charitable Foundation
The Moneta Group Charitable Foundation is a private 501(c)(3) grantmaking foundation established in 2000 and based in Saint Louis, Missouri. It is a corporate foundation of Moneta Group, an investment management services firm. The foundation supports organizations involved with education, housing, human services, community development, senior citizens, and economically disadvantaged people.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$486K
+35.5% YoY
Grant Count
161
+13.4% YoY
Avg Grant Size
$3K
+19.5% YoY
Mission & Focus Areas
The foundation's work reflects the values and practices of Moneta Group and is funded by firm partners with support from employee volunteer hours.
Primary funding focus areas include:
- Economic Empowerment and Financial Literacy — The foundation prioritizes initiatives that provide knowledge and real-world skills enabling smart financial decision-making
- Education — Support for educational programs and institutions
- Human Services — Programs serving vulnerable populations
- Community Development — Initiatives that help communities thrive
- Holocaust Education — The foundation primarily funds initiatives that use the history of the Holocaust to reject hatred, promote understanding, and inspire change
The foundation emphasizes uniting people, ideas, and resources to advance the common good and transform communities.
Grantmaking
The foundation accepts applications.
Grant Range
$2,000
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation supports organizations across multiple states and cities, including:
- Primary: Missouri (Saint Louis headquarters)
- Other states: Colorado, Illinois, Texas, California
- Cities served: Chicago, Dallas, New York, Denver, Kansas City, Worcester, and numerous smaller communities
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent (2023):
- Total Assets: $1,740,325
- Total Revenue: $538,416
- Total Expenses: $368,471
- Total Liabilities: $0
Giving Rate: Approximately 19.3% of assets
Historical Context: Since 1999, the foundation has funded community organizations and made substantial donations to support its mission.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Danforth Plant Science Center ($16,847), Friends of Kids With Cancer ($14,700), Chaminade College Preparatory School ($11,700).
| Recipient | Purpose | Amount |
|---|---|---|
| ACCESS ACADEMIES ST LOUIS, MO | PROPEL UNDERSERVED MIDDLE SCHOOL STUDENTS WITH ENRICHMENT, COUNSELING, & SCHOLARSHIPS | $2,000 |
| AFRICAN CHILDREN'S HEALTH CARE FUND FORTSON, GA | ADDRESS THE DEFICIENCIES & CHALLENGES IN THE HEALTHCARE NEEDS OF AFRICA'S CHILDREN | $3,000 |
| AIM HIGH ST LOUIS, MO | EMPOWER MOTIVATED MIDDLE SCHOOL STUDENTS FROM HIGH-RISK ENVIRONMENTS | $500 |
| ALS ASSOCIATION ST LOUIS REGIONAL ST LOUIS, MO | DISCOVER TREATMENTS AND A CURE FOR ALS | $500 |
| ALZHEIMER'S ASSOCIATION ST LOUIS, MO | LEADING THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA | $1,600 |
| AMERICAN PARKINSON DISEASE ASSOCIATION CHESTERFIELD, MO | SUPPORT & EMPOWER THOSE IMPACTED BY PARKINSON'S DISEASE | $250 |
| AMERICAN RED CROSS OF MISSOURI & ARKANSAS ST LOUIS, MO | PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES | $5,000 |
| AMERICAN RED CROSS BOONE, IA | PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES | $3,430 |
| ASSISTANCE LEAGUE OF ST LOUIS ELLISVILLE, MO | TRANSFORM THE LIVES OF CHILDREN & ADULTS THROUGH COMMUNITY PROGRAMS | $1,000 |
| BACH SOCIETY OF ST LOUIS ST LOUIS, MO | PROVIDE MUSICAL & EDUCATIONAL EXPERIENCES IN THE TRADITION OF JOHANN SEBASTIAN BACH | $1,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Nicole Bailey — Chairman of the Board
- Jamie Mealey — Treasurer
- Deborah ("Deb") Dubin — Chief Philanthropy Officer (appointed 2021), serving as champion for philanthropic best practices including trust-based, inclusive, and equitable grantmaking
All board members serve without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NICOLE BAILEY | CHAIRMAN OF THE BOARD | 0.75 | — |
| JAMIE MEALEY | TREASURER | 0.75 | — |
| KIM MUELLER | SECRETARY | 0.5 | — |
| JAMES CHALMERS | TRUSTEE | 0.5 | — |
| TRAVIS FREEMAN | TRUSTEE | 1.5 | — |
| MARGIE GLENN | TRUSTEE | 0.5 | — |
| ERIN HADARY | TRUSTEE (THRU 02/24) | 0.25 | — |
| ASHLEY RIESER | TRUSTEE | 0.25 | — |
| ANNIECE ROBINSON | TRUSTEE | 0.5 | — |
| ELOISE SCHLAFLY | TRUSTEE | 0.5 | — |
| JOHN STEFFENS | TRUSTEE | 0.5 | — |
| CHRISTIE SCHMUKE | MEMBER AT LARGE (THRU 04/24) | 0.75 | — |
Recent News & Activity
Recent developments and announcements
**2022 Recognition:**
The St. Louis Business Journal named Moneta to its 2022 list of the metro area's biggest corporate philanthropists, ranking the company No. 8 among the top 25 midsize companies in the St. Louis region. The company was honored for its charitable giving and volunteerism at the St. Louis Business Journal's Corporate Philanthropy Awards.
Moneta recognized by St. Louis Business Journal for charitable giving and**2026 Focus:**
The foundation continues to actively support financial education and asset-building in communities, aligning with principles of economic empowerment and financial independence. The foundation's work reflects alignment with the legacy of Reverend Dr. Martin Luther King, Jr., particularly his advocacy for financial literacy and economic access as sources of freedom.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Moneta Group Charitable Foundation fund?
The foundation's work reflects the values and practices of Moneta Group and is funded by firm partners with support from employee volunteer hours. Primary funding focus areas include: • **Economic Empowerment and Financial Literacy** — The foundation prioritizes initiatives that provide knowledge and real-world skills enabling smart financial decision-making • **Education** — Support for educational programs and institutions • **Human Services** — Programs serving vulnerable populations • **Com…
How do I apply for a grant from Moneta Group Charitable Foundation?
**Grant Activity:** • Made 128 grants in 2023 • Made 97 grants in recent reporting periods • Median grant size: $2,000 • Grant range: $1,000 to $68,822 • Average annual giving: approximately $335,000–$486,000 **Application Process:** The foundation accepts applications. **Recent Grant Examples (2023):** • Network for Teaching Entrepreneurship (NFTE): $68,822 • Donald Danforth Plant Science Center: $11,500 • Southern Illinois University Foundation: $10,000 **Current Partnerships:** The foundatio…
Where does Moneta Group Charitable Foundation make grants?
The foundation supports organizations across multiple states and cities, including: • **Primary:** Missouri (Saint Louis headquarters) • **Other states:** Colorado, Illinois, Texas, California • **Cities served:** Chicago, Dallas, New York, Denver, Kansas City, Worcester, and numerous smaller communities
What size grants does Moneta Group Charitable Foundation award?
In 2024, Moneta Group Charitable Foundation awarded 161 grants totaling $486K — an average of about $3K per grant, based on its IRS Form 990 filings.
What is Moneta Group Charitable Foundation's EIN?
Moneta Group Charitable Foundation's EIN (Employer Identification Number) is 43-1871586. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Moneta Group Charitable Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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