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
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
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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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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