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Mooney Charitable Trust

  • Haymarket, VA
  • Tax-exempt since June 1994
  • EIN: 23-7733408

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$5.6k (2023)

Expenses
$20k (2023)

Total Assets
$361k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,595
Expenses
$19,987
Net Income
-$14,392
Net Assets
$361,051
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $511
9.1%
Interest Revenue $56
1.0%
Dividends $6,263
> 100%
Sales of Assets -$1,552
Other Income $317
5.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,313
86.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $361,051
Total Liabilities $0
Net Assets $361,051
Compensation
Key Employees and Officers Compensation Other
Robert N Louis (Trustee) $0 $0
Cailey Underhill (Trustee) $0 $0
Catherine M Underhill (Trustee) $0 $0
Daniel F Mooney (Trustee) $0 $0
Jane D Mooney (Treasurer) $0 $0
John F Mooney (Trustee) $0 $0
Katharine F Mooney (President) $0 $0
Katharine M Beech (Trustee) $0 $0
Margaret G Mooney (Secretary) $0 $0
Maureen M Louis (Trustee) $0 $0
Timothy J Mooney (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$18,916
Expenses
$21,325
Net Income
-$40,241
Net Assets
$319,725
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $503
Interest Revenue $12
Dividends $5,308
Sales of Assets -$24,739
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,544
77.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $319,725
Total Liabilities $0
Net Assets $319,725
Compensation
Key Employees and Officers Compensation Other
Robert N Louis (Trustee) $0 $0
Cailey Underhill (Trustee) $0 $0
Catherine M Underhill (Trustee) $0 $0
Daniel F Mooney (Trustee) $0 $0
Jane D Mooney (Treasurer) $0 $0
John F Mooney (Trustee) $0 $0
Katharine F Mooney (President) $0 $0
Katharine M Beech (Trustee) $0 $0
Margaret G Mooney (Secretary) $0 $0
Maureen M Louis (Trustee) $0 $0
Timothy J Mooney (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on June 19, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116,855
Expenses
$22,582
Net Income
$94,273
Net Assets
$415,837
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $646
0.6%
Interest Revenue $2
0.0%
Dividends $6,870
5.9%
Sales of Assets $109,337
93.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,954
79.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $415,837
Total Liabilities $0
Net Assets $415,837
Compensation
Key Employees and Officers Compensation Other
Jane D Mooney (Treasurer) $0 $0
Katharine F Mooney (President) $0 $0
Margaret G Mooney (Secretary) $0 $0
Daniel F Mooney (Trustee) $0 $0
Timothy J Mooney (Trustee) $0 $0
Maureen M Louis (Trustee) $0 $0
Catherine M Underhill (Trustee) $0 $0
Cailey Underhill (Trustee) $0 $0
John F Mooney (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 22, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,763
Expenses
$22,940
Net Income
-$16,177
Net Assets
$321,563
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $504
7.5%
Interest Revenue $33
0.5%
Dividends $6,609
97.7%
Sales of Assets $0
Other Income $1,158
17.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,640
81.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $321,564
Total Liabilities $1
Net Assets $321,563
Compensation
Key Employees and Officers Compensation Other
Jane D Mooney (Treasurer) $0 $0
Katharine F Mooney (President) $0 $0
Margaret G Mooney (Secretary) $0 $0
Daniel F Mooney (Trustee) $0 $0
Timothy J Mooney (Trustee) $0 $0
Maureen M Louis (Trustee) $0 $0
Catherine M Underhill (Trustee) $0 $0
Cailey Underhill (Trustee) $0 $0
John F Mooney (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,286
Expenses
$21,896
Net Income
-$9,610
Net Assets
$337,739
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $506
4.1%
Interest Revenue $71
0.6%
Dividends $9,878
80.4%
Sales of Assets $1,212
9.9%
Other Income $619
5.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,613
80.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $337,740
Total Liabilities $1
Net Assets $337,739
Compensation
Key Employees and Officers Compensation Other
Jane D Mooney (Treasurer) $0 $0
Katharine F Mooney (President) $0 $0
Margaret G Mooney (Secretary) $0 $0
Daniel F Mooney (Trustee) $0 $0
Maureen M Louis (Trustee) $0 $0
Catherine M Underhill (Trustee) $0 $0
Cailey Underhill (Trustee) $0 $0
Matthew Loucks (Trustee) $0 $0
Timothy J Mooney (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,664
Expenses
$22,321
Net Income
$343
Net Assets
$347,350
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $509
2.2%
Interest Revenue $7
0.0%
Dividends $8,526
37.6%
Sales of Assets $12,541
55.3%
Other Income $1,081
4.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,787
79.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $347,350
Total Liabilities $0
Net Assets $347,350
Compensation
Key Employees and Officers Compensation Other
Jane D Mooney (Treasurer) $0 $0
Katharine F Mooney (President) $0 $0
Margaret G Mooney (Secretary) $0 $0
Daniel F Mooney (Trustee) $0 $0
Timothy J Mooney (Trustee) $0 $0
Maureen M Louis (Trustee) $0 $0
Catherine M Underhill (Trustee) $0 $0
Cailey Underhill (Trustee) $0 $0
Matthew Loucks (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 17, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,920
Expenses
$23,292
Net Income
-$8,372
Net Assets
$347,007
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500
3.4%
Interest Revenue $9
0.1%
Dividends $8,025
53.8%
Sales of Assets $5,853
39.2%
Other Income $533
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,140
77.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $347,007
Total Liabilities $0
Net Assets $347,007
Compensation
Key Employees and Officers Compensation Other
Jane D Mooney (Treasurer) $0 $0
Katharine F Mooney (President) $0 $0
Margaret G Mooney (Secretary) $0 $0
Daniel F Mooney (Trustee) $0 $0
Timothry J Mooney (Trustee) $0 $0
Maureen M Louis (Trustee) $0 $0
Catherine M Underhill (Trustee) $0 $0
Cailey Underhill (Trustee) $0 $0
Matthew Loucks (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,076
Expenses
$22,280
Net Income
$14,796
Net Assets
$355,379
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500
1.3%
Interest Revenue $8
0.0%
Dividends $7,924
21.4%
Sales of Assets $28,279
76.3%
Other Income $365
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,753
84.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $355,379
Total Liabilities $0
Net Assets $355,379
Compensation
Key Employees and Officers Compensation Other
Jane D Mooney (Treasurer) $0 $0
Katherine F Mooney (President) $0 $0
Margaret G Mooney (Secretary) $0 $0
Daniel F Mooney (Trustee) $0 $0
Timothy J Mooney (Trustee) $0 $0
Maureen M Louis (Trustee) $0 $0
Catherine M Underhill (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,963
Expenses
$20,959
Net Income
-$15,996
Net Assets
$340,583
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500
10.1%
Interest Revenue $3
0.1%
Dividends $9,257
> 100%
Sales of Assets -$4,797
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,288
92.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $340,583
Total Liabilities $0
Net Assets $340,583
Compensation
Key Employees and Officers Compensation Other
Jane D Mooney (Treasurer) $0 $0
Katherine F Mooney (President) $0 $0
Margaret G Mooney (Secretary) $0 $0
Daniel F Mooney (Trustee) $0 $0
Timothy J Mooney (Trustee) $0 $0
Maureen M Louis (Trustee) $0 $0
Catherine M Underhill (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,107
Expenses
$20,615
Net Income
-$4,508
Net Assets
$356,579
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $24
0.1%
Interest Revenue $1
0.0%
Dividends $12,597
78.2%
Sales of Assets $3,485
21.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,672
90.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $356,579
Total Liabilities $0
Net Assets $356,579
Compensation
Key Employees and Officers Compensation Other
Jane D Mooney (Treasurer) $0 $0
Katherine F Mooney (President) $0 $0
Margaret G Mooney (Secretary) $0 $0
Daniel F Mooney (Trustee) $0 $0
Timothy J Mooney (Trustee) $0 $0
Maureen M Louis (Trustee) $0 $0
Catherine M Underhill (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,847
Expenses
$20,315
Net Income
-$2,468
Net Assets
$361,087
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $29
0.2%
Interest Revenue $2
0.0%
Dividends $12,366
69.3%
Sales of Assets $5,450
30.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,575
91.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $361,087
Total Liabilities $0
Net Assets $361,087
Compensation
Key Employees and Officers Compensation Other
Jane D Mooney (Treasurer) $0 $0
Katherine F Mooney (President) $0 $0
Margaret G Mooney (Secretary) $0 $0
Daniel F Mooney (Trustee) $0 $0
Timothy J Mooney (Trustee) $0 $0
Maureen M Louis (Trustee) $0 $0
Catherine M Underhill (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,335
Expenses
$19,779
Net Income
-$1,444
Net Assets
$363,554
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $268
1.5%
Interest Revenue $4
0.0%
Dividends $14,492
79.0%
Sales of Assets $3,571
19.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,804
90.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $363,555
Total Liabilities $1
Net Assets $363,554

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,379
Expenses
$16,273
Net Income
$8,106
Net Assets
$364,998
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $857
3.5%
Interest Revenue $10
0.0%
Dividends $22,080
90.6%
Sales of Assets $1,432
5.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,235
69.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $364,999
Total Liabilities $1
Net Assets $364,998

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

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