The Mooney-Reed Charitable Foundation
The Mooney-Reed Charitable Foundation Trust is a private family foundation established in 2001 in Massachusetts. Based in Rye, New Hampshire with offices in Concord, Massachusetts, the foundation serves as the philanthropic vehicle for James F. Mooney III and Lisa Mooney, prominent Boston-area donors. The foundation operates as a private grantmaking foundation that makes contributions exclusively to pre-selected charitable organizations.
Key facts about The Mooney-Reed Charitable Foundation
- EIN
- 04-6948994
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $6,088,500
- Grants made (2024)
- 37
- Average grant
- $164,554
- Median grant
- $50,000
- New grantees (estimate)
- 29% first-time grantees (9 of 31, 2024)
- Total assets
- $138,586,459
- Primary geography
- Massachusetts (85% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not maintain a public website and does not accept unsolicited proposals. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Mooney-Reed Charitable Foundation funds
By grant dollars, the top recipient states for The Mooney-Reed Charitable Foundation's 37 itemized 2024 grants were Massachusetts (85%) and Oregon (7%). The most frequent recipient cities were Boston, MA (12 grants), Needham, MA (4 grants), Braintree, MA (3 grants) and Worcester, MA (2 grants). 51% of grants with a stated purpose were for general or operating support. Recurring purposes include "Annual Gala Support" (3 grants).
Is The Mooney-Reed Charitable Foundation open to new grantees?
29%
first-time grantees, 2024
In 2024, 9 of 31 grantees (29%) were first-time recipients. First grants averaged $111K; repeat grants $232K. How we count
Medians: $50K first-time, $113K repeat.
- 68% of 2024 grantees were also funded in 2023. Method
- Giving fell 41% from 2021 to 2024. Method
- In 2024 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Mooney-Reed Charitable Foundation
- How to evaluate The Mooney-Reed Charitable Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$138.6M
+2.4% YoY
Annual Giving
$6.1M
-19.3% YoY
Grant Count
37
+0.0% YoY
Avg Grant Size
$165K
-19.3% YoY
Under IRS private-foundation payout rules, The Mooney-Reed Charitable Foundation reported a distributable amount of $8.1M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation does not maintain a public mission statement. However, its grantmaking demonstrates clear priorities:
Primary Focus Areas:
- Catholic education, particularly Catholic high schools in the Archdiocese of Boston
- Catholic organizations and institutions
- Health and human services
- Youth development programs
- Community development
Notable Supported Organizations:
- St. Sebastian's School
- Nativity Preparatory School
- College of the Holy Cross
- Massachusetts General Hospital
- Catholic Schools Foundation
Grantmaking
Grant Range
approximately $100,000
Average Grant
approximately $100,000
How to Apply
**
Ready to take the next step with The Mooney-Reed Charitable Foundation?
Geographic Focus
Where this funder awards grants
The foundation's grantmaking is concentrated primarily in the Boston and Massachusetts area, with emphasis on the Archdiocese of Boston. According to available records, grantmaking reaches organizations across six states, with Massachusetts, Oregon, and Connecticut accounting for approximately 90% of all grants.
Grant Distribution by State
Share of all 37 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Annual Giving:
- Total assets: $138.6 million (2024)
- Annual revenue: $9.79 million (2024)
- Total expenses: $6.52 million (2024)
- Annual giving: $7.5 million (2023-2024)
Historical Growth:
- Total assets have grown from $18 million in 2011 to $138.6 million in 2024
- Annual giving has ranged from $6.2 million to $9.86 million in recent years
Grant History:
- 117 grants totaling $23.3 million across available records
- Median grant: $100,000
- Average grant: $199,000
- 43 unique organizations supported
Tax Status:
- EIN: 04-6948994
- Tax-exempt since August 2001
- Designated as a 501(c)(3) organization
- Contributions are tax-deductible
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $138,586,459 | $135,312,045 | $138,266,411 |
| Revenue | $9,793,394 | $4,962,406 | $8,365,793 |
| Expenses | $6,518,221 | $7,916,772 | $8,902,195 |
| Qualifying Distributions | $6,179,590 | $7,631,084 | $7,951,490 |
| Net Investment Income | $7,229,117 | $4,725,726 | $5,057,932 |
| Distributable Amount | $8,133,775 | $7,327,101 | $6,936,950 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
187 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include St Sebastian's School Inc ($1,227,500 across 4 grants), The College of the Holy Cross ($1,000,000 across 2 grants), Catholic Schools Foundation Inc ($600,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ST SEBASTIAN'S SCHOOL INC Needham, MA | CHALLENGE GIFT SUPPORT | $1,000,000 |
| THE COLLEGE OF THE HOLY CROSS Worcester, MA | PERFORMING ARTS CENTER SUPPORT | $700,000 |
| CATHOLIC SCHOOLS FOUNDATION INC Boston, MA | GENERAL FUND SUPPORT | $600,000 |
| NEWTON COUNTY DAY SCHOOL OF THE SACRED HEART Newton, MA | GENERAL FUND SUPPORT | $500,000 |
| PORTLAND STATE UNIVERSITY FOUNDATION Portland, OR | SCHOOL OF PUBLIC HEALTH SUPPORT | $400,000 |
| THE BROAD INSTITUTE INC Cambridge, MA | GENERAL FUND SUPPORT | $300,000 |
| THE COLLEGE OF THE HOLY CROSS Worcester, MA | ANNUAL FUND SUPPORT | $300,000 |
| SAVE THE CHILDREN FEDERATION INC Fairfield, CT | GENERAL FUND SUPPORT | $250,000 |
| BOSTON CHILDREN'S HOSPITAL TRUST Boston, MA | GENERAL FUND SUPPORT | $200,000 |
| BOSTON MEDICAL CENTER Boston, MA | VIOLENCE INTERVENTION ADVOCACY FUND SUPPORT | $200,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Trustees:
- James F. Mooney III (President; President and Partner at The Baupost Group LLC, a Boston-based investment firm; Trustee at Massachusetts General Hospital)
- Lisa Mooney
The foundation is governed by two officers and trustees.
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Lisa Mooney | Trustee | 1.5 | — |
| James F Mooney III | Trustee | 0.5 | — |
Contact Information
Phone: 617-439-2498
Address: 82 Oak Road, Concord, MA 01742 (also listed as 9 Heather Drive, Rye, NH 03870)
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Mooney-Reed Charitable Foundation fund?
The foundation does not maintain a public mission statement. However, its grantmaking demonstrates clear priorities: **Primary Focus Areas:** • Catholic education, particularly Catholic high schools in the Archdiocese of Boston • Catholic organizations and institutions • Health and human services • Youth development programs • Community development **Notable Supported Organizations:** • St. Sebastian's School • Nativity Preparatory School • College of the Holy Cross • Massachusetts General Hosp…
How do I apply for a grant from The Mooney-Reed Charitable Foundation?
The foundation does not maintain a public website and does not accept unsolicited proposals. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does The Mooney-Reed Charitable Foundation make grants?
The foundation's grantmaking is concentrated primarily in the Boston and Massachusetts area, with emphasis on the Archdiocese of Boston. According to available records, grantmaking reaches organizations across six states, with Massachusetts, Oregon, and Connecticut accounting for approximately 90% of all grants.
What size grants does The Mooney-Reed Charitable Foundation award?
In 2024, The Mooney-Reed Charitable Foundation awarded 37 grants totaling $6.1M — an average of about $165K per grant, based on its IRS Form 990 filings.
How much is The Mooney-Reed Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mooney-Reed Charitable Foundation reported a distributable amount of $8.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Mooney-Reed Charitable Foundation's EIN?
The Mooney-Reed Charitable Foundation's EIN (Employer Identification Number) is 04-6948994. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Mooney-Reed Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.