MOODYS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MOODYS FOUNDATION (EIN 13-4200757)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-15
IRS object ID
202641969349100904
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-15T08:18:14-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134200757EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MOODYS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOODBusinessNameControlTxt
Phone2125530300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 WORLD TRADE CENTER 250 GREENWICHAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDan KeanePersonNm
Person TitleTreasurerPersonTitleTxt
Signature2026-07-15SignatureDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,055,914FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$550,885InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$550,885InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$550,885InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$11,550,885TotalRevAndExpnssAmt
Total Net Invst Incm$550,885TotalNetInvstIncmAmt
Total Adj Net Incm$550,885TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$338,090OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$338,090OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,850TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$3,850TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$112,580OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$112,580OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$454,520TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$454,520TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,877,574ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,877,574ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,332,094TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,332,094TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,218,791ExcessRevenueOverExpensesAmt
Net Investment Income$550,885NetInvestmentIncomeAmt
Adjusted Net Income$550,885AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,837,164CashBOYAmt
Cash EOY$26,055,914CashEOYAmt
Cash EOYFMV$26,055,914CashEOYFMVAmt
Total Assets BOY$18,837,164TotalAssetsBOYAmt
Total Assets EOY$26,055,914TotalAssetsEOYAmt
Total Assets EOYFMV$26,055,914TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$18,837,164NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$26,055,914NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$18,837,164TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,055,914TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,837,164TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,055,914TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,837,164TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,218,791ExcessRevenueOverExpensesAmt
Subtotal$26,055,955SubtotalAmt
Other Decreases$41OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$26,055,914TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,657InvestmentIncomeExciseTaxAmt
Subtotal$7,657SubtotalAmt
Tax Based On Investment Income$7,657TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,916EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,741ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$7,657TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$49EsPenaltyAmt
Tax Due$49TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshttps://csr.moodys.io/foundationWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Moodys Shared Services IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125530330PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17 World Trade Center 250 GreenwichAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonStatement 8PersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Statement 8AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1America Online Giving Foundation. Our mission is to connect causes with the worlds largest companies and their employees, using technology to transform the way they receive funds and freeing up their time and resources to focus on delivering community impact.Description1Txt
Expenses1$1,057,467Expenses1Amt
Description2Women's World Banking, Inc. Our mission is to serve the 700 million women excluded from the formal financial system. It partners with financial institutions and policymakers to design and develop gebter-intentional solutions and programs that facilitate systemic change for women.Description2Txt
Expenses2$540,000Expenses2Amt
Description3Village Capital Vilcap, Inc. Our mission is to unlock early-stage social and financial capital for entrepreneurs building emergent solutions for environmental, social, and economic challenges around the world.Description3Txt
Expenses3$475,000Expenses3Amt
Description4World Wildlife Fund, WWF's mission is to build a future in which people live in harmony with nature, focusing on conserving biodiversity and reducing humanity's environmental footprint.Description4Txt
Expenses4$300,000Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,392,297AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,392,297TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$21,392,297AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$320,884CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,071,413NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,053,571MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,053,571MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,657TaxBasedOnInvestmentIncomeAmt
Total Tax$7,657TotalTaxAmt
Distributable Before Adj$1,045,914DistributableBeforeAdjAmt
Distributable Before Ded$1,045,914DistributableBeforeDedAmt
Distributable As Adjusted$1,045,914DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,332,094ExpensesAndContributionsAmt
Qualifying Distributions$4,332,094QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,045,914DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,010,241ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,661,909ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,139,852ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,675,990ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,594,710ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,082,702TotalExcessDistributionCyovAmt
Qualifying Distributions$4,332,094QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,045,914AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,286,180RemainingDistriFromCorpusAmt
Total Corpus$26,368,882TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,010,241ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$21,358,641ExcessDistriCyovToNextYrAmt
Excess From Year4$3,661,909ExcessFromYear4Amt
Excess From Year3$5,139,852ExcessFromYear3Amt
Excess From Year2$4,675,990ExcessFromYear2Amt
Excess From Year1$4,594,710ExcessFromYear1Amt
Excess From Current Year$3,286,180ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonStatement 10RecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17 WTC 250 GREENWICH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2125530300RecipientPhoneNum
Recipient Email AddressStatement 10RecipientEmailAddressTxt
Form And Info And MaterialsStatement 10FormAndInfoAndMaterialsTxt
Submission DeadlinesStatement 10SubmissionDeadlinesTxt
Restrictions On AwardsThe Moody's Foundation is committed to supporting a variety of initiatives in communities where its employees work.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonStatement 9RecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17 WTC 250 Greenwich StAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipRefer to Statement 9RecipientRelationshipTxt
Recipient Foundation StatusNCRecipientFoundationStatusCd
Grant Or Contribution PurposeN/AGrantOrContributionPurposeTxt
Amt$3,877,574Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,877,574TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$550,885ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$550,885ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$550,885TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Moodys CorporationBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17 WTC 250 Greenwich StAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOtherDesc
Amt$41Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPROCESSING FEE/ ADMINISTRATIVE FEEDesc
Revenue And Expenses Per Books$112,580RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$112,580DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL SERVICESCategoryTxt
Amt$338,090Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$338,090DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$3,850Amt
Disbursements Charitable Prps$3,850DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.