Heney Charitable Trust

990PF • Fiscal year 2013 • EIN 04-3113143

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 31, 2014

Organization Profile

141 Tremont Street 200Boston, MA 02111-1209

(617) 422-0064

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $500k-$1M nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $500k-$1M nonprofits • Source year 2013

-186%

Higher net margin than 4% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-3.5%

Faster asset growth than 27% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

33%

Faster revenue growth than 77% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets36th percentile

Assets

Down

$798,799

Down $28,962 (-3.5%) from 2012

Net Assets

$798,799

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue39th percentile Net Margin4th percentile

Revenue

$20,086

Up $4,928 (+33%) from 2012

Expenses

$57,426

Up $718 (+1.3%) from 2012

Net Income

-$37,340

Up $4,210 (+10%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$798,799

Liabilities$0

Net Assets$798,799

Open 2013 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$20,086

Expenses$57,426

Net Income-$37,340

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Oct 31, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
JAMES H LOWELL 2ND	Trustee	-	$0	-	-
MARY HENEY	Trustee	-	$0	-	-
CARRIE ENDRIES	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 04-3113143
Phone: 6174220064

Signing Officer

Name: James H Lowell Ii
Title: Trustee
Phone: 6174220064
Signed: 2014-10-31

Preparer

Preparer: Michael Provost CPA
Phone: 6175428155

Raw XML Appendix296 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	1500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1500
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	JAMES H LOWELL 2ND
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	MARY HENEY
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	CARRIE ENDRIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2012-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	PUBLICLY TRADED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	PUBLICLY TRADED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	167942
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	6834
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	157861
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	5015
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2013-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-10081
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-1819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	698053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	SEE ATTACHED SCHEDULES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	869061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	15713
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-11900
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	20114
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	WESTERN GAS PARTNERS, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	1	ENTERPRISE PRODUCTS PARTERS,
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	0	-1677
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	1	-2164
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	1	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	20086
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	20086
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	1500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	50000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	50000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	15713
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	15713
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-37340
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	162876
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	20114
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	20114
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-11900
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	28401
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	322
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	322
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	-3841
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	3625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	3625
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	1979
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1979
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	50000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	7426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	57426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	35827
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	20086
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	7426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	7426
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-37340
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	8378
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	798799
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	827761
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	798799
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	47254
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	47254
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	47254
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	47538
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	284
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt	0	500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	372
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	588
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	872
IRS990PF/FMVAssetsEOYAmt	0	969807
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	827761
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	798799
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	747560
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	698053
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	869061
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	80201
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	100746
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	100746
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	827761
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	798799
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	969807
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	827761
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	798799
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	827761
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	798799
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	965236
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	87736
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	877500
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	14479
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	47538
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	950757
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	965236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JAMES H LOWELL 2ND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARY HENEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	CARRIE ENDRIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	C/O LOWELLBLAKE ASSOC141 TREMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	C/O LOWELLBLAKE ASSOC141 TREMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	2	C/O LOWELLBLAKE ASSOC141 TREMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	2	BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	2	MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	02111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	02111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	2	02111
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	46793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	47077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	49751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	47394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	43400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	50745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	47394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.049217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.049444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.046792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.045182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.057346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.047321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	950757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	1006201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	1012859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	960561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	884892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	1001550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	50000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.246085
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	49716
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	50000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	284
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	50000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	141 TREMONT STREET SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	021111209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	LOWELL BLAKE & ASSOCIATES INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6174220064
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2	0	SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	02110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	50000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1621
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	48379
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	47254
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	50000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	45633
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	48379
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FILING AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	322
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	322
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	WESTERN GAS PARTNERS, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	ENTERPRISE PRODUCTS PARTERS,
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-1677
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	-2164
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	0	8378
OtherIncreasesSchedule/OtherIncreasesDetail/Description	0	PRIOR BASIS ADJSUTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	3625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	3625
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	JOSEPH E HENEY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1	0	C/O LOWELL BLAKE ASSOC 141
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2	0	TREMONT ST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City	0	BOSTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State	0	MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode	0	02111
TaxesSchedule/TaxesDetail/Amt	0	1979
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX WITHHELD FROM DIVIDE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1979
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES H LOWELL II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6174220064
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	HENEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	C/O LOWELL BLAKE & ASSOCIATES INC
ReturnHeader/Filer/BusinessNameControlTxt	0	HENE
ReturnHeader/Filer/EIN	0	043113143
ReturnHeader/Filer/PhoneNum	0	6174220064
ReturnHeader/Filer/USAddress/AddressLine1	0	141 TREMONT STREET 200
ReturnHeader/Filer/USAddress/City	0	BOSTON
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	021111209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	042266782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	BARNEKE AND ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	211 CONGRESS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	021102480
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6175428155
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL PROVOST CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-11-06T12:15:07-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $798,799
Liabilities: $0
Net assets: $798,799
Revenue: $20,086
Expenses: $57,426
Net income: -$37,340

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$7.46	$0.00	$7.46	$1.59	$0.62	$0.97
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$6.48	$0.00	$6.48	$0.95	$0.60	$0.35
2022Detailed filing. Detailed filing data is available for this year.	$5.48	$0.00	$5.48	$0.50	$0.60	$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.11	$0.00	$6.11	$0.49	$0.72	$0.23
2020Detailed filing. Detailed filing data is available for this year.	$6.34	$0.00	$6.34	$0.25	$0.65	$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.71	$0.00	$6.71	$0.18	$0.55	$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.03	$0.00	$7.03	$0.50	$0.54	$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.03	$0.00	$7.03	$0.32	$0.55	$0.23
2016Detailed filing. Detailed filing data is available for this year.	$7.26	$0.00	$7.26	$0.04	$0.51	$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.73	$0.00	$7.73	$0.46	$0.57	$0.11
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$7.84	$0.00	$7.84	$0.37	$0.58	$0.20
2013Detailed filing. Detailed filing data is available for this year.	$7.99	$0.00	$7.99	$0.20	$0.57	$0.37
2012Summary only. Only limited summary data is available for this year.	$8.28	$0.00		$0.15	$0.57	$0.42
2011Summary only. Only limited summary data is available for this year.	$8.69	$0.00		$0.77	$0.54	$0.23