Nonprofit · EIN 04-6948994
MOONEY-REED CHARITABLE FOUNDATION TR
Also known as MOONEY LISA & JAMES F III TTEE
Tax-exempt · RYE, NH 03870
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $9,793,394 | $6,518,221 | $3,275,173 | $138,586,459 | $0 | $138,586,459 |
| December 31, 2023 | 990-PF | $4,962,406 | $7,916,772 | -$2,954,366 | $135,312,045 | $0 | $135,312,045 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,000,000
- Dividends
- $881,648
- Interest
- $534,000
- Net gain from sales of assets
- $2,764,072
- Other income
- $2,613,674
Expenses
- Grants and similar amounts paid
- $6,088,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,179,590
- Excise tax on investment income
- $100,485
Balance sheet and other
- Total assets, start of year
- $135,312,045
- Total assets, end of year
- $138,586,459
- Total liabilities, end of year
- $0
- Net assets, end of year
- $138,586,459
- Fair market value of assets
- $173,608,856
- Qualifying distributions
- $6,179,590
- Net investment income
- $7,511,635
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 |
|---|---|---|---|
| LISA MOONEY 9 HEATHER DR, RYE, NH 03870 | TRUSTEE | 1.5 | $0 |
| JAMES F MOONEY III 220 BOYLSTON STREET APT 1105, BOSTON, MA 02116 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA MOONEY 82 OAK ROAD, CONCORD, MA 01742 | TRUSTEE | 1.5 | $0 |
| JAMES F MOONEY III 188 GANSETT ROAD, FALMOUTH, MA 02543 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 9 HEATHER DR, RYE, NH 03870-6123
- Signed the 990-PF
- JAMES F MOONEY III, TRUSTEE
- Phone
- (617) 439-2498
- Return prepared by
- RSM US LLP
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
- 04-6948994
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $138,586,459
- Income (IRS master file)
- $20,806,851
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $9,793,394 | $6,518,221 | $138,586,459 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $4,962,406 | $7,916,772 | $135,312,045 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 04-6948994).
Questions about MOONEY-REED CHARITABLE FOUNDATION TR
- What is the EIN of MOONEY-REED CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of MOONEY-REED CHARITABLE FOUNDATION TR is 04-6948994.
- Is MOONEY-REED CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MOONEY-REED CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MOONEY-REED CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MOONEY-REED CHARITABLE FOUNDATION TR 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 MOONEY-REED CHARITABLE FOUNDATION TR 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 MOONEY-REED CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does MOONEY-REED CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,793,394, expenses of $6,518,221 and total assets of $138,586,459 at year end.
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All nonprofits in RYE · New Hampshire · Philanthropy, voluntarism and grantmaking foundations