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Mooney Reed Charitable Foundation Tr

Mooney Lisa & James F Iii Ttee

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.37M (2022)

Expenses
$8.9M (2022)

Total Assets
$138M (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,365,793
Expenses
$8,902,195
Net Income
-$536,402
Net Assets
$138,266,411
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,000,000
35.9%
Interest Revenue $89,042
1.1%
Dividends $748,935
9.0%
Sales of Assets $5,218,057
62.4%
Other Income -$690,241
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,951,490
89.3%
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 $138,266,411
Total Liabilities $0
Net Assets $138,266,411
Compensation
Key Employees and Officers Compensation Other
Lisa Mooney (Trustee) $0 $0
James F Mooney Iii (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,499,716
Expenses
$10,640,313
Net Income
$12,859,403
Net Assets
$138,802,813
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,000,000
51.1%
Interest Revenue $4,329
0.0%
Dividends $408,603
1.7%
Sales of Assets $8,867,674
37.7%
Other Income $2,219,110
9.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,395,358
97.7%
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 $138,802,813
Total Liabilities $0
Net Assets $138,802,813
Compensation
Key Employees and Officers Compensation Other
Lisa Mooney (Trustee) $0 $0
James F Mooney Iii (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,894,387
Expenses
$8,055,651
Net Income
$11,838,736
Net Assets
$125,988,886
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $15,000,000
75.4%
Interest Revenue $71,861
0.4%
Dividends $429,495
2.2%
Sales of Assets $2,293,082
11.5%
Other Income $2,099,949
10.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,885,101
97.9%
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 $125,988,887
Total Liabilities $1
Net Assets $125,988,886
Compensation
Key Employees and Officers Compensation Other
Lisa Mooney (Trustee) $0 $0
James F Mooney Iii (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,909,008
Expenses
$14,561,634
Net Income
-$652,626
Net Assets
$114,912,235
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000,000
71.9%
Interest Revenue $266,116
1.9%
Dividends $647,222
4.7%
Sales of Assets $1,970,581
14.2%
Other Income $1,025,089
7.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,371,961
98.7%
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 $114,912,236
Total Liabilities $1
Net Assets $114,912,235
Compensation
Key Employees and Officers Compensation Other
Lisa Mooney (Trustee) $0 $0
James F Mooney Iii (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,901,789
Expenses
$12,269,653
Net Income
$6,632,136
Net Assets
$115,564,862
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $14,000,000
74.1%
Interest Revenue $122,846
0.6%
Dividends $1,894,555
10.0%
Sales of Assets $2,822,320
14.9%
Other Income $62,068
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,431,607
93.2%
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 $115,564,862
Total Liabilities $0
Net Assets $115,564,862
Compensation
Key Employees and Officers Compensation Other
Lisa Mooney (Trustee) $0 $0
James F Mooney Iii (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,159,184
Expenses
$11,331,857
Net Income
$11,827,327
Net Assets
$108,932,726
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,000,000
86.4%
Interest Revenue $50,832
0.2%
Dividends $1,484,547
6.4%
Sales of Assets $1,492,987
6.4%
Other Income $130,818
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,913,212
87.5%
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 $108,932,726
Total Liabilities $0
Net Assets $108,932,726
Compensation
Key Employees and Officers Compensation Other
Lisa Mooney (Trustee) $0 $0
James F Mooney Iii (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,746,363
Expenses
$8,997,826
Net Income
$11,748,537
Net Assets
$97,105,399
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $18,000,000
86.8%
Interest Revenue $47,338
0.2%
Dividends $1,098,559
5.3%
Sales of Assets $1,575,572
7.6%
Other Income $24,894
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,272,098
91.9%
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 $97,105,399
Total Liabilities $0
Net Assets $97,105,399
Compensation
Key Employees and Officers Compensation Other
Lisa Mooney (Trustee) $0 $0
James F Mooney Iii (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,112,934
Expenses
$7,065,748
Net Income
$3,047,186
Net Assets
$85,356,862
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,000,000
89.0%
Interest Revenue $39,465
0.4%
Dividends $691,518
6.8%
Sales of Assets -$223,668
Other Income $605,619
6.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,566,425
92.9%
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 $85,356,862
Total Liabilities $0
Net Assets $85,356,862
Compensation
Key Employees and Officers Compensation Other
Lisa Mooney (Trustee) $0 $0
James F Mooney Iii (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,269,982
Expenses
$4,436,837
Net Income
$17,833,145
Net Assets
$82,309,676
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $19,000,000
85.3%
Interest Revenue $58,762
0.3%
Dividends $623,958
2.8%
Sales of Assets $2,115,954
9.5%
Other Income $471,308
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,968,220
89.4%
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 $82,309,676
Total Liabilities $0
Net Assets $82,309,676
Compensation
Key Employees and Officers Compensation Other
Lisa Mooney (Trustee) $0 $0
James F Mooney Iii (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,056,161
Expenses
$3,060,638
Net Income
$38,995,523
Net Assets
$64,476,531
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $40,001,600
95.1%
Interest Revenue $123,575
0.3%
Dividends $294,458
0.7%
Sales of Assets $1,546,226
3.7%
Other Income $90,302
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,894,102
94.6%
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 $64,476,531
Total Liabilities $0
Net Assets $64,476,531

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,027,674
Expenses
$1,562,369
Net Income
$7,465,305
Net Assets
$25,456,159
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $8,001,600
88.6%
Interest Revenue $161,101
1.8%
Dividends $228,030
2.5%
Sales of Assets $694,003
7.7%
Other Income -$57,060
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,469,913
94.1%
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 $25,456,159
Total Liabilities $0
Net Assets $25,456,159

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,304,552
Expenses
$1,683,394
Net Income
$2,621,158
Net Assets
$18,016,229
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,000,000
92.9%
Interest Revenue $174,023
4.0%
Dividends $181,531
4.2%
Sales of Assets $0
Other Income -$27,637
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,567,264
93.1%
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 $18,016,229
Total Liabilities $0
Net Assets $18,016,229

Document Links

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

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

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

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

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

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

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

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

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

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

About 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.

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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 »

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