The Mooney Charitable Trust
The Mooney Charitable Trust is a private foundation focused on Philanthropy, based in Haymarket, VA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $430K in total assets. In 2025, it awarded 3 grants totaling $19K. Net investment income was $12K.
The Mooney Charitable Trust at a glance
In short: The Mooney Charitable Trust gave $19K across 3 grants in 2025 (avg $6K), top state New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $18,860
- +10.9% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $6,287
- +10.9% vs 2024
- Median grant
- $5,796
- Total assets
- $430,377
- +10.6% vs 2024
- Primary geography
- New York (39% 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 The Mooney Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Rise Above Poverty ($7K). Together the top 3 received $19K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 16 grants of 16 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How The Mooney Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 93% 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
From 2019 to 2025, annual grant giving ranged from $17K (2022) to $19K (2025). In 2025 it made 3 grants totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rise Above Poverty Syracuse, NY | Charitable | $7,440 |
| House of Mercy Manassas, VA | Charitable | $5,796 |
| Open Books Ltd Chicago, IL | Charitable | $5,624 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $430,377 | $16,095 | $22,413 | $18,860 | 3 | $18,874 | $12,383 | $20,359 |
| 2024 | $389,284 | $16,143 | $20,232 | $17,006 | 3 | $17,006 | $15,088 | $18,862 |
| 2023 | $361,051 | $5,595 | $19,987 | $17,313 | 3 | $17,313 | $6,319 | $17,006 |
| 2022 | $319,725 | $-18,916 | $21,325 | $16,544 | 4 | $16,544 | $5,320 | $17,317 |
| 2021 | $415,837 | $116,855 | $22,582 | $17,954 | 3 | $17,954 | $116,209 | $16,544 |
| 2020 | $321,564 | $6,763 | $22,940 | $18,640 | 6 | — | $7,800 | $17,954 |
| 2019 | $337,740 | $12,286 | $21,896 | $17,613 | 4 | — | $11,090 | $18,640 |
Under IRS private-foundation payout rules, The Mooney Charitable Trust reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Mooney Charitable Trust is led by Katharine F. Mooney, President on every filing since 2019; none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Katharine F. Mooney
President
On filings since 2019
0.1 hrs/week
No compensation reported
Cailey Underhill
Trustee
On filings since 2019
0.1 hrs/week
No compensation reported
Catherine M. Underhill
Trustee
On filings since 2019
0.1 hrs/week
No compensation reported
Daniel F. Mooney
Trustee
On filings since 2019
0.1 hrs/week
No compensation reported
Maureen M. Louis
Trustee
On filings since 2019
0.1 hrs/week
No compensation reported
Timothy J. Mooney
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
John F. Mooney
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Katharine M. Beech
Trustee
On filings since 2022
0.1 hrs/week
No compensation reported
Robert N. Louis
Trustee
On filings since 2022
0.1 hrs/week
No compensation reported
Jane D. Mooney
Treasurer
On filings since 2019
0.5 hrs/week
No compensation reported
Margaret G. Mooney
Secretary
On filings since 2019
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: Matthew Loucks (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Mooney Charitable Trust
How much does The Mooney Charitable Trust give each year?
The Mooney Charitable Trust gave $19K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 3 grants.
What is The Mooney Charitable Trust's typical grant size?
The Mooney Charitable Trust's median grant in 2025 was $5,796, and its average grant was $6,287, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Mooney Charitable Trust give grants?
The Mooney Charitable Trust's top state is New York, with 39% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Virginia (31%) and Illinois (30%).
Does The Mooney Charitable Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The Mooney Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (3 grants).
How large is The Mooney Charitable Trust?
The Mooney Charitable Trust reported $430K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $20K (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 The Mooney Charitable Trust?
The Mooney Charitable Trust is a private foundation focused on Philanthropy, based in Haymarket, VA. It holds $430K in total assets as of 2025.
What is The Mooney Charitable Trust's EIN?
The Mooney Charitable Trust's EIN (Employer Identification Number) is 23-7733408. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 19, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 7, 2026)
- IRS filings on file for fiscal years 2019–2025
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