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.
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
The foundation does not maintain a public website and does not accept unsolicited proposals. All grants are made exclusively to pre-selected organizations with which the trustees have personal connections. The foundation operates on an invitation-only basis.
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
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 |
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 include St Sebastian's School Inc ($1,000,000), The College of the Holy Cross ($700,000), Catholic Schools Foundation Inc ($600,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE WASHINGTON, DC | GENERAL FUND SUPPORT | $100,000 |
| BOSTON CHILDREN'S HOSPITAL TRUST BOSTON, MA | GENERAL FUND SUPPORT | $200,000 |
| BOSTON MEDICAL CENTER BOSTON, MA | VIOLENCE INTERVENTION ADVOCACY FUND SUPPORT | $200,000 |
| BOSTON SYMPHONY ORCHESTRA INC BOSTON, MA | ANNUAL GALA SUPPORT | $10,000 |
| CAMP HARBOR VIEW FOUNDATION INC BOSTON, MA | FOREVER FUND SUPPORT | $200,000 |
| CAMP HARBOR VIEW FOUNDATION INC BOSTON, MA | ANNUAL EVENT SUPPORT | $50,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS BRAINTREE, MA | GENERAL FUND SUPPORT | $100,000 |
| CAPE COD HEALTHCARE FOUNDATION HYANNIS, MA | FALMOUTH HOSPITAL SUPPORT | $50,000 |
| CARITAS COMMUNITIES INC BRAINTREE, MA | ANNUAL GALA SUPPORT | $5,000 |
| CATHOLIC RELIEF SERVICES BALTIMORE, MD | SUPPORT FOR WORK IN AFGHANISTAN | $25,000 |
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
From 2024 IRS filing
From 2024 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?
**Grant Characteristics:** • Average grant size: approximately $100,000 • Grant range: $25,000 to $500,000+ • Individual grants have ranged from $1,000 to $2,000,000 • No formal grant programs; all grants made at trustee discretion **Application Process:** The foundation does not maintain a public website and does not accept unsolicited proposals. All grants are made exclusively to pre-selected organizations with which the trustees have personal connections. The foundation operates on an invita…
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.
Explore Open Grants
Browse active grant opportunities in The Mooney-reed Charitable Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Maine Dental Service Corporation
CONCORD, NH
Assets
$86.4M
Grants
1
Total Given
$331K
Hefflon Fbo Various Charities Tr Xxx-xx-xxxx
MANCHESTER, NH
Assets
$439K
Grants
3
Total Given
$25K
Lighthouse Federal Credit Union
PORTSMOUTH, NH
Assets
$1.9B
Grants
3
Total Given
$42K
Bhbt Ttee Henderson Charitable Trust
CONCORD, NH
Assets
$309K
Grants
4
Total Given
$16K
Dartmouth-Hitchcock Clinic
LEBANON, NH
Assets
$285.1M
Grants
77
Total Given
$3.3M
Serve and Succeed Charitable Foundation
CLAREMONT, NH
Assets
$1.8M
Grants
2
Total Given
$25K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The Mooney-reed Charitable Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Mooney-reed Charitable Foundation to a real strategy.