Michael J Mooney Charitable Trust

Private foundation · Grantmaker Wilkes-Barre, PA EIN: 23-7875628

Michael J Mooney Charitable Trust is a private foundation, based in Wilkes-Barre, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $270K in total assets. In 2025, it awarded 6 grants totaling $13K. Net investment income was $11K.

Michael J Mooney Charitable Trust at a glance

In short: Michael J Mooney Charitable Trust gave $13K across 6 grants in 2025 (avg $2K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$13,000
-14.8% vs 2024
Grants made (2025)
6
-25.0% vs 2024
Average grant
$2,167
+13.7% vs 2024
Median grant
$1,000
Total assets
$269,649
-0.9% vs 2024
Primary geography
Pennsylvania (92% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Michael J Mooney Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Step Inc: $8KStep Inc$8KYMCA: $1KYMCA$1KJudy Patte Memorial Golf Tournament: $1KJudy Patte Memorial GolfTournament$1KOsterhout Free Library: $1KOsterhout Free Library$1KSt Nicholas Church: $1KSt Nicholas Church$1KSidney Phyllis Krystal Foundation: $1KSidney Phyllis KrystalFoundation$1K

The largest 2025 recipient was Step Inc ($8K). Together the top 6 received $13K.

Grant Size Distribution

55 grants across all recorded years

55<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 55 grants of 55 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

Wilkes-BarreLafayetteKingstonWilliamsportMontoursvillePittstonWashingtonWellsboroArlingtonDallasEdwardsvilleHersheyJenkins TownshipMoosicStaten IslandWest Chester

How Michael J Mooney Charitable Trust gives

  • Giving grew 38% from 2022 to 2025. Method
  • In 2025 it paid out 68% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K15 grants2021 11 grants2022 15 grants2023 8 grants2024 6 grants2025

From 2021 to 2025, annual grant giving ranged from $9K (2022) to $36K (2023). In 2025 it made 6 grants totaling $13K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Step Inc Williamsport, PAGeneral Grant$8,000
YMCA Wilkes-Barre, PAGeneral Grant$1,000
Judy Patte Memorial Golf Tournament Wilkes-Barre, PAGeneral Grant$1,000
Osterhout Free Library Wilkes-Barre, PAGeneral Grant$1,000
St Nicholas Church Wilkes-Barre, PAGeneral Grant$1,000
Sidney Phyllis Krystal Foundation Lafayette, COGeneral Grant$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$269,649$19,319$21,850$13,0006$13,000$10,669$19,118
2024$272,197$17,467$24,316$15,2508$15,250$8,610$17,555
2023$280,908$13,165$45,086$35,80015$35,800$5,179$16,886
2022$312,841$16,851$18,168$9,45011$9,450$8,133$18,713
2021$314,187$19,890$25,843$18,90015$18,900$13,405$20,044

Under IRS private-foundation payout rules, Michael J Mooney Charitable Trust reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Michael J Mooney Charitable Trust is led by Ann Owca, Trustee on every filing since 2024 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Ann Owca

    Trustee

    On filings since 2024

    2 hrs/week

    $6K (2024) → $6K (2025)

Former officers (1)
  • Former: Joseph Coyne (2021–2023) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Ann Owca — Trustee: $6KAnn OwcaTrustee$6K

The highest reported compensation on the 2025 filing was $6K, to Ann Owca (Trustee).

Frequently asked questions about Michael J Mooney Charitable Trust

How much does Michael J Mooney Charitable Trust give each year?

Michael J Mooney Charitable Trust gave $13K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 8 grants.

What is Michael J Mooney Charitable Trust's typical grant size?

Michael J Mooney Charitable Trust's median grant in 2025 was $1,000, and its average grant was $2,167, across 6 grants on its 2025 IRS Form 990-PF.

Where does Michael J Mooney Charitable Trust give grants?

Michael J Mooney Charitable Trust gives mostly in Pennsylvania: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Colorado (8%). The most frequent recipient cities were Wilkes-Barre, PA (4 grants).

Does Michael J Mooney Charitable Trust give general operating support?

Yes: 100% of Michael J Mooney Charitable Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Michael J Mooney Charitable Trust's largest grantees?

Michael J Mooney Charitable Trust's largest 2025 grantees include Step Inc ($8,000), YMCA ($1,000) and Judy Patte Memorial Golf Tournament ($1,000), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.

How large is Michael J Mooney Charitable Trust?

Michael J Mooney Charitable Trust reported $270K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Michael J Mooney Charitable Trust's EIN?

Michael J Mooney Charitable Trust's EIN (Employer Identification Number) is 23-7875628. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 19, 2026)
  2. IRS filings on file for fiscal years 2021–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Michael J Mooney Charitable Trust'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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