RYE, NH

Mooney-Reed Charitable Foundation Trust

Quick Facts

EIN: 046948994
Location: RYE, NH
Category: Philanthropy & Grantmaking
Total Assets: $138.6M
Annual Income: $20.8M
IRS Ruling Year: 2001
Organization Type: Trust
Tax Deductibility: Contributions are deductible

About This Foundation

Mooney-Reed Charitable Foundation Trust is a private trust based in RYE, NH. The foundation received its IRS ruling in 2001. It holds total assets of $138.6M. Annual income is reported at $20.8M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.

View 990 Filings

Financial Overview

Total Giving

$7.9M

2023-11%

Total Assets

$135.3M

2023-2%

Fair Market Value

$154.4M

2023

Net Worth

$135.3M

2023

Grants Paid

$7.5M

2023

Contributions

$1M

2023

Net Investment Income

$4.7M

2023

Distribution Amount

$7.3M

2023

Total Giving by Year

$1.7M

$1.6M

$3.1M

$4.4M

$7.1M

$14.6M

$8.1M

$10.6M

$8.9M

$7.9M

Asset Growth

$18M

$25.5M

$64.5M

$82.3M

$85.4M

$114.9M

$126M

$138.8M

$138.3M

$135.3M

Investment Portfolio (2023)

Total: $35.5M

Corporate Stock: $35.5M

Other Investments: $76.9M

Corporate Stock (32%)

Other Investments (68%)

Expense Breakdown (2023)

Grants Paid$7.5M

Legal Fees$311

Revenue Sources (2023)

Other Income: $1.2M
Capital Gains (Net): $1.1M
Contributions: $1M
Interest: $895K
Dividends: $839K

Financial Details (2023)

Total Revenue: $5M
Total Expenses: $7.9M
Exempt Purpose Expenses: $7.6M
Required Distribution: $7.3M
Undistributed Income: $0
Total Liabilities: $1
Excise Tax: $66K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

990-PF Filings

Tax Period	Return Type	View
2023-12	990PF	View Filing
2022-12	990PF	View Filing
2021-12	990PF	View Filing
2020-12	990PF	View Filing
2018-12	990PF	View Filing
2017-12	990PF	View Filing
2016-12	990PF	View Filing
2015-12	990PF	View Filing