Heney Charitable Trust

990PF • Fiscal year 2018 • EIN 04-3113143

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

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.

2018 filings • $500k-$1M nonprofits • Source year 2018

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

-7.7%

Higher net margin than 26% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

-0.0%

Faster asset growth than 45% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

59%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets37th percentile

Assets

Down

$702,824

Down $300 (-0.0%) from 2017

Net Assets

Down

$702,824

Down $300 (-0.0%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue37th percentile Net Margin26th percentile

Revenue

$50,371

Up $18,612 (+59%) from 2017

Expenses

Down

$54,252

Down $514 (-0.9%) from 2017

Net Income

-$3,881

Up $19,126 (+83%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2018

Assets$702,824

Liabilities$0

Net Assets$702,824

Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

Highlighted filing

2018

Revenue$50,371

Expenses$54,252

Net Income-$3,881

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 13, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

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

Filing and Contact Details

Filer

Filer Name: Heney Charitable Trust
EIN: 04-3113143
Phone: 6174220064
Address: 141 TREMONT STREET 200, BOSTON, MA 02111-1209

Signing Officer

Name: James H Lowell 2nd
Title: Trustee
Phone: 6174220064
Signed: 2019-05-13
Discuss with paid preparer: Yes

Preparer

Firm: Barneke and Anderson Llp
Address: 211 CONGRESS STREET, BOSTON, MA 02110-2432
Preparer: James P Randall CPA
Phone: 6175428155

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

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	331981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	504628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	SEE ATTACHED SCHEDULES
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	1	ENTERPRISE PRODUCTS PARTERS
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	31630
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	3841
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	162927
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	545676
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	13891
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	217462
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JAMES H LOWELL 2ND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARY HENEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	MARK MACCALLUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	C/O LOWELLBLAKE ASSOC141 TREMONT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	46000
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	18875
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	30966
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	45137
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	49841
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	26262
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	30966
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FILING AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	163
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	WESTERN GAS PARTNERS, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	ENTERPRISE PRODUCTS PARTERS,
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-314
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	-960
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3581
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	BOOK/TAX TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	5400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	2700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	2700
TaxesSchedule/TaxesDetail/Amt	0	673
TaxesSchedule/TaxesDetail/Amt	1	231
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	231
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	673
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES H LOWELL 2ND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6174220064
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HENEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	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/AddressLine1Txt	0	141 TREMONT STREET 200
ReturnHeader/Filer/USAddress/CityNm	0	BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	021111209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	5B3F5C0973EE24C7562307035A1DAB95030A24F4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	5B3F5C0973EE24C7562307035A1DAB95030A24F4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	96.79.153.249
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	11:47:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	042266782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BARNEKE AND ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	211 CONGRESS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	021102432
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6175428155
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMES P RANDALL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2019-05-14T11:47:55-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $702,824
Liabilities: $0
Net assets: $702,824
Revenue: $50,371
Expenses: $54,252
Net income: -$3,881

	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
2018Detailed filing. Detailed filing data is available for this year.	$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