Moneta Group Charitable Foundation
The Moneta Group Charitable Foundation is a private foundation based in an individual recipient, Missouri. It supports initiatives focused on economic empowerment and access, as well as organizations that help communities thrive.
Moneta Group Charitable Foundation at a glance
In short: Moneta Group Charitable Foundation gave $486K across 161 grants in 2024 (avg $3K), mostly in Missouri. 42% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $486,040
- +35.5% vs 2023
- Grants made (2024)
- 161
- +13.4% vs 2023
- Average grant
- $3,019
- +19.5% vs 2023
- Median grant
- $1,000
- Total assets
- $1,905,952
- +9.5% vs 2023
- New grantees (estimate)
- 42% first-time grantees (67 of 159, 2024)
- Primary geography
- Missouri (80% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Moneta Group Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests. Only Moneta Group employees may submit requests. A standard request for distributions can be provided upon request.
- Review Cycle
- None stated.
- Deadline
- None stated.
- Contact
Application contact: Katie Markham
Mailing address: 190 Carondelet Plaza Suite 1200, St Louis, MO 63105
Phone: (314) 726-2300
Website: https://monetagroup.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Moneta Group Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Ronald McDonald House ($54K). Together the top 10 received $241K.
Organizations only. It also paid 3 grants to individuals ($10,625), which are not listed by name.
Grant Size Distribution
665 grants across all recorded years
The most common grant size was under $50K: 660 grants of 665 (99%).
Geographic Focus
Where this funder awards grants
The foundation is based in an individual recipient, Missouri. In 2024, 80% of grant dollars went to recipients in Missouri and 12% to recipients in Illinois. Smaller shares went to Colorado, Pennsylvania, and Georgia, each receiving 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 161 itemized grants.
States
Cities
Is Moneta Group Charitable Foundation open to new grantees?
42%
first-time grantees, 2024
In 2024, 67 of 159 grantees (42%) were first-time recipients. First grants averaged $1K; repeat grants $4K. How we count
Medians: $960 first-time, $2K repeat.
- 49% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−10%). Method
- In 2024 it paid out 432% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $359K (2023) to $541K (2021). In 2024 it made 161 grants totaling $486K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ronald McDonald House St. Louis, MO | Provide a home-away-from-home for families of seriously ill children | $54,000 |
| United Way of Greater St Louis St. Louis, MO | Bring people together to build strong, equitable communitites where everyone can thrive | $47,490 |
| Southern Illinois University Foundation Carbondale, IL | Maximize private support to assist the university in achieving its long-range goals | $38,000 |
| Villa Duchesne and Oak Hill School St. Louis, MO | Transform the World, One Child at a Time | $24,800 |
| Danforth Plant Science Center St. Louis, MO | Improve the Human Condition Through Plant Science | $16,847 |
| Friends of Kids with Cancer Maplewood, MO | Advocate for and provide programs to kids with cancer and their families | $14,700 |
| National Ms Society Carol Stream, IL | Heal children & advance pediatric healthcare in the world | $13,000 |
| Chaminade College Preparatory School St. Louis, MO | Develop the potential of young men so they are prepared for success in college & life | $11,700 |
| Webster Arts Webster Groves, MO | Bring art to life by serving as a hub for the arts | $10,000 |
| Wings of Hope Chesterfield, MO | Change and save lives through the power of aviation | $10,000 |
Ready to take the next step with Moneta Group Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,905,952 | $663,720 | $498,093 | $486,040 | 161 | $489,842 | $277,418 | $113,438 |
| 2023 | $1,740,325 | $538,416 | $368,471 | $358,808 | 142 | $361,570 | $181,839 | $96,884 |
| 2022 | $1,570,380 | $566,508 | $451,711 | $443,175 | 128 | $445,848 | $194,138 | $89,500 |
| 2021 | $1,455,583 | $493,528 | $551,277 | $541,188 | 134 | $541,188 | $203,237 | $95,496 |
| 2020 | $1,513,332 | $510,287 | $528,096 | $523,355 | 100 | — | $212,401 | $80,692 |
Under IRS private-foundation payout rules, Moneta Group Charitable Foundation reported a distributable amount of $113K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated mission is to equip people to build their financial capabilities and family assets by partnering in initiatives focused on economic empowerment and access, and by supporting organizations that help communities thrive. Its impact report also identifies financial literacy as a priority.
Its 2024 grantees included organizations working in areas such as community support, education, health, arts, aviation, youth mentorship, and animal welfare. These examples reflect the grantees’ own descriptions: United Way of an individual recipient says it mobilizes people and resources to build strong and equitable communities; Southern Illinois University Foundation says it provides private support for the university’s academic, research, and public-service mission; and Friends of Kids With Cancer says it provides educational, emotional, and recreational support to children with cancer and their families. Other grantees describe missions that include bringing art to life (Webster Arts), mentoring high-risk youth (Bench Mark Program), and supporting stray cats and kittens (Tenth Life Cat Rescue).
Grantmaking
In 2024, the foundation made 161 grants totaling $486,040. Grant amounts ranged from $200 to $54,000, with a median of $1,000. The largest awards included $54,000 to Ronald McDonald House, $47,490 to United Way of an individual recipient, $38,000 to Southern Illinois University Foundation, and $24,800 to Villa Duchesne and Oak Hill School.
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation’s 2024 filing lists Nicole Bailey as chairman of the board; Jamie Mealey as treasurer; and Kim Mueller as secretary. Listed trustees are James Chalmers, Travis Freeman, Margie Glenn, Erin Hadary (through February 2024), Ashley Rieser, Anniece Robinson, and Eloise Schlafly.
Moneta Group Charitable Foundation is led by Nicole Bailey, Chairman of the Board since 2021 (on filings since 2020); none of the 12 officers listed in 2024 report compensation.
Officers on the 2024 filing
Nicole Bailey
Chairman of the Board
Trustee → Chairman of the Board, 2021
On filings since 2020
0.8 hrs/week
No compensation reported
Erin Hadary
Trustee
On filings since 2022
0.3 hrs/week
No compensation reported
John Steffens
Trustee
On filings since 2022
0.5 hrs/week
No compensation reported
Travis Freeman
Trustee
On filings since 2022
1.5 hrs/week
No compensation reported
Margie Glenn
Trustee
On filings since 2023
0.5 hrs/week
No compensation reported
Anniece Robinson
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
Ashley Rieser
Trustee
New on the 2024 filing
0.3 hrs/week
No compensation reported
Eloise Schlafly
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
James Chalmers
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
Christie Schmuke
Member at Large
On filings since 2020
0.8 hrs/week
No compensation reported
Jamie Mealey
Treasurer
Trustee → Treasurer, 2022
On filings since 2021
0.8 hrs/week
No compensation reported
Kim Mueller
Secretary
New on the 2024 filing
0.5 hrs/week
No compensation reported
Former officers (7)
- Former: David Curtis (2021–2023) — Trustee
- Former: Dana Johnson (2022–2023) — Trustee
- Former: Kara Harmon (2020–2022) — Trustee
- Former: Mark Heffernan (2020–2022) — Treasurer
- Former: Matthew Ring (2020–2022) — Trustee
- Former: Donald T. Kukla (2020–2021) — Chairman of the Board
- Former: Doug Weber (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Moneta Group Charitable Foundation
How much does Moneta Group Charitable Foundation give each year?
Moneta Group Charitable Foundation gave $486K across 161 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $359K across 142 grants.
What is Moneta Group Charitable Foundation's typical grant size?
Moneta Group Charitable Foundation's median grant in 2024 was $1,000, and its average grant was $3,019, across 161 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Moneta Group Charitable Foundation that year got $1K on average.
Where does Moneta Group Charitable Foundation give grants?
Moneta Group Charitable Foundation gives mostly in Missouri: 80% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Illinois (12%). The most frequent recipient cities were St. Louis, MO (82 grants), Chesterfield, MO (5 grants), Kansas City, MO (5 grants) and Denver, CO (5 grants).
Does Moneta Group Charitable Foundation give general operating support?
Not in 2024: none of the 161 grants with a stated purpose on Moneta Group Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support.
Who are Moneta Group Charitable Foundation's largest grantees?
Moneta Group Charitable Foundation's largest 2024 grantees include Ronald McDonald House ($54,000), United Way of Greater St Louis ($47,490) and Southern Illinois University Foundation ($38,000), according to its 2024 IRS Form 990-PF. It also paid 3 grants to individuals ($10,625), which are not listed by name. Together they received 29% of its itemized 2024 grant dollars.
How large is Moneta Group Charitable Foundation?
Moneta Group Charitable Foundation reported $1.9M in total assets on its 2024 IRS Form 990-PF. It paid out $490K in qualifying distributions that year, against a required minimum of $113K (roughly 5% of its investment assets).
What does Moneta Group Charitable Foundation fund?
The foundation’s stated mission is to equip people to build their financial capabilities and family assets by partnering in initiatives focused on economic empowerment and access, and by supporting organizations that help communities thrive. See mission & focus areas ↑
How do I apply for a grant from Moneta Group Charitable Foundation?
The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Moneta Group Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 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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Cite this profile
Grantable. (2026). Moneta Group Charitable Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/moneta-group-charitable-foundation-morg_bc97574d257147b49d2066fca47c65dd
BibTeX
@misc{grantable_431871586_2026,
author = {{Grantable}},
title = {{Moneta Group Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/moneta-group-charitable-foundation-morg_bc97574d257147b49d2066fca47c65dd},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Moneta Group Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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