Civic Intelligence

Heney Charitable Trust

990PF • Fiscal year 2023 • EIN 04-3113143

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profile
33 Hunt StreetWeymouth, MA 02188-1518

(617) 542-8155

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

89%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$648,354

Up $100,644 (+18%) from 2022

Net Assets

Up

$648,354

Up $100,644 (+18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin84th percentile

Revenue

Up

$94,720

Up $44,589 (+89%) from 2022

Expenses

Down

$59,632

Down $369 (-0.6%) from 2022

Net Income

Up

$35,088

Up $44,958 (+456%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$1.0M$500K$0Assets 2011: $869,311Liabilities 2011: $02011Assets 2012: $827,761Liabilities 2012: $02012Assets 2013: $798,799Liabilities 2013: $0Net Assets 2013: $798,7992013Assets 2014: $784,241Liabilities 2014: $0Net Assets 2014: $784,2412014Assets 2015: $772,983Liabilities 2015: $0Net Assets 2015: $772,9832015Assets 2016: $726,131Liabilities 2016: $0Net Assets 2016: $726,1312016Assets 2017: $703,124Liabilities 2017: $0Net Assets 2017: $703,1242017Assets 2018: $702,824Liabilities 2018: $0Net Assets 2018: $702,8242018Assets 2019: $671,136Liabilities 2019: $0Net Assets 2019: $671,1362019Assets 2020: $633,971Liabilities 2020: $0Net Assets 2020: $633,9712020Assets 2021: $610,580Liabilities 2021: $0Net Assets 2021: $610,5802021Assets 2022: $547,710Liabilities 2022: $0Net Assets 2022: $547,7102022Assets 2023: $648,354Liabilities 2023: $0Net Assets 2023: $648,3542023Assets 2024: $745,588Liabilities 2024: $0Net Assets 2024: $745,5882024

Highlighted filing

2023

Assets$648,354
Liabilities$0
Net Assets$648,354
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100KRevenue 2011: $77,098Expenses 2011: $54,194Net Income 2011: $22,9042011Revenue 2012: $15,158Expenses 2012: $56,708Net Income 2012: -$41,5502012Revenue 2013: $20,086Expenses 2013: $57,426Net Income 2013: -$37,3402013Revenue 2014: $37,319Expenses 2014: $57,594Net Income 2014: -$20,2752014Revenue 2015: $45,574Expenses 2015: $56,832Net Income 2015: -$11,2582015Revenue 2016: $4,468Expenses 2016: $51,320Net Income 2016: -$46,8522016Revenue 2017: $31,759Expenses 2017: $54,766Net Income 2017: -$23,0072017Revenue 2018: $50,371Expenses 2018: $54,252Net Income 2018: -$3,8812018Revenue 2019: $18,000Expenses 2019: $55,088Net Income 2019: -$37,0882019Revenue 2020: $24,534Expenses 2020: $65,190Net Income 2020: -$40,6562020Revenue 2021: $48,857Expenses 2021: $72,248Net Income 2021: -$23,3912021Revenue 2022: $50,131Expenses 2022: $60,001Net Income 2022: -$9,8702022Revenue 2023: $94,720Expenses 2023: $59,632Net Income 2023: $35,0882023Revenue 2024: $159,241Expenses 2024: $62,007Net Income 2024: $97,2342024

Highlighted filing

2023

Revenue$94,720
Expenses$59,632
Net Income$35,088
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK MACCALLUMTrustee-$0--
JOHN J HENEYTrustee-$0--
MARY HENEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Heney Charitable Trust
EIN
04-3113143
Phone
6175428155
Address
33 HUNT STREET, WEYMOUTH, MA 02188-1518

Signing Officer

Name
John J Heney
Title
Trustee
Phone
6175428155
Signed
2024-05-09

Preparer

Firm
Barneke and Anderson Llp
Address
211 CONGRESS ST SUITE 730, BOSTON, MA 02110-2432
Preparer
Michael Provost CPA
Phone
6175428155
Raw XML Appendix278 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/Amt01920
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0920
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE ATTACHED SCHEDULES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0245428
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0243934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0297944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0659651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED SCHEDULES
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt019426
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt019897
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt019588
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt075604
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ENTERPRISE PRODUCTS PARTERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-472
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt094720
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt094720
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0920
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01920
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt075604
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019588
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019588
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt035088
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0321522
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt075604
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt087014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-472
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01911
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06763
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08674
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0588
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0410
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0998
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt051454
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08178
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt059632
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt095192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt094720
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03454
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08178
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0245918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt075604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt075604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0321522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt075604
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt035088
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt065556
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0648354
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0547710
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0648354
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt047014
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt047014
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt047014
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt048223
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01209
IRS990PF/DistributableAmountGrp/TotalTaxAmt01209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01209
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0611
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0600
IRS990PF/FMVAssetsEOYAmt01009038
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0129190
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0245428
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0243934
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0265064
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0297944
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0659651
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0547710
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0648354
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt059777
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt085556
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt085556
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0547710
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0648354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01009038
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0547710
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0648354
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0547710
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0648354
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt093679
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt019426
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt019897
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0979144
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt085938
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0631086
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014687
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0262120
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048223
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0964457
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0979144
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK MACCALLUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN J HENEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY HENEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O LBA 141 TREMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt133 HUNT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2117 OLANDER ST 15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WEYMOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NORTHHAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd201060
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt051454
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt051454
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0141 TREMONT STREET SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021111209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LOWELL BLAKE & ASSOCIATES INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174220064
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt048000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt048000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt047014
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01474
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05914
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01474
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051454
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04440
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05914
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01474
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING AND OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENTERPRISE PRODUCTS PARTERS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-472
OtherIncreasesSchedule/OtherIncreasesDetail/Amt065556
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR BOOK VARIANCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07763
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1911
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FIDUCIARY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1911
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06763
TaxesSchedule/TaxesDetail/Amt0410
TaxesSchedule/TaxesDetail/Amt1588
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0588
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0410
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN J HENEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175428155
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HENE
ReturnHeader/Filer/EIN0043113143
ReturnHeader/Filer/PhoneNum06175428155
ReturnHeader/Filer/USAddress/AddressLine1Txt033 HUNT STREET
ReturnHeader/Filer/USAddress/CityNm0WEYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021881518
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042266782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNEKE AND ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 CONGRESS ST SUITE 730
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102432
ReturnHeader/PreparerPersonGrp/PhoneNum06175428155
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PROVOST CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-15T14:51:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENEY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$648,354
Liabilities
$0
Net assets
$648,354
Revenue
$94,720
Expenses
$59,632
Net income
$35,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$1.59$0.62$0.97
2023Detailed filing. Detailed filing data is available for this year.$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