Nonprofit · EIN 23-7733408
MOONEY CHARITABLE TRUST
Tax-exempt · HAYMARKET, VA 20169
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $16,095 | $22,413 | -$6,318 | $430,377 | $0 | $430,377 |
| December 31, 2024 | 990-PF | $16,143 | $20,232 | -$4,089 | $389,284 | $0 | $389,284 |
| December 31, 2023 | 990-PF | $5,595 | $19,987 | -$14,392 | $361,051 | $0 | $361,051 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $503
- Dividends
- $8,369
- Net gain from sales of assets
- $7,223
Expenses
- Grants and similar amounts paid
- $18,860
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $18,874
- Excise tax on investment income
- $172
Balance sheet and other
- Total assets, start of year
- $389,284
- Total assets, end of year
- $430,377
- Total liabilities, end of year
- $0
- Net assets, end of year
- $430,377
- Fair market value of assets
- $430,377
- Qualifying distributions
- $18,874
- Net investment income
- $15,592
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT N LOUIS 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| CAILEY UNDERHILL 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| CATHERINE M UNDERHILL 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| DANIEL F MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| JANE D MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TREASURER | 0.5 | $0 |
| JOHN F MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| KATHARINE F MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | PRESIDENT | 0.1 | $0 |
| KATHARINE M BEECH 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| MARGARET G MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | SECRETARY | 0.25 | $0 |
| MAUREEN M LOUIS 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| TIMOTHY J MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.15 | $0 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT N LOUIS 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| CAILEY UNDERHILL 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| CATHERINE M UNDERHILL 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| DANIEL F MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| JANE D MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TREASURER | 0.5 | $0 |
| JOHN F MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| KATHARINE F MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | PRESIDENT | 0.1 | $0 |
| KATHARINE M BEECH 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| MARGARET G MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | SECRETARY | 0.25 | $0 |
| MAUREEN M LOUIS 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| TIMOTHY J MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.15 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT N LOUIS 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| CAILEY UNDERHILL 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| CATHERINE M UNDERHILL 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| DANIEL F MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| JANE D MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TREASURER | 0.5 | $0 |
| JOHN F MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| KATHARINE F MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | PRESIDENT | 0.1 | $0 |
| KATHARINE M BEECH 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| MARGARET G MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | SECRETARY | 0.25 | $0 |
| MAUREEN M LOUIS 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.05 | $0 |
| TIMOTHY J MOONEY 1201 MOUNTAIN ROAD, HAYMARKET, VA 20169 | TRUSTEE | 0.15 | $0 |
Address and contacts
- Address (IRS master file)
- 1201 MOUNTAIN RD, HAYMARKET, VA 20169-1020
- In care of
- % JANE D MOONEY
- Signed the 990-PF
- JANE MOONEY, TREASURER
- Phone
- (703) 753-7501
- Return prepared by
- KOSITZKA WICKS AND COMPANY
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 | 990-PF 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
- 23-7733408
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $430,377
- Income (IRS master file)
- $97,498
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $5,595 | $19,987 | $361,051 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about MOONEY CHARITABLE TRUST
- What is the EIN of MOONEY CHARITABLE TRUST?
- The employer identification number (EIN) of MOONEY CHARITABLE TRUST is 23-7733408.
- Is MOONEY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to MOONEY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MOONEY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MOONEY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOONEY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MOONEY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does MOONEY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,095, expenses of $22,413 and total assets of $430,377 at year end.
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