2024-05-15T14:51:40-04:00 2023-12-31 042266782 BARNEKE AND ANDERSON LLP 211 CONGRESS ST SUITE 730 BOSTON MA 021102432 990PF 2023-01-01 043113143 HENEY CHARITABLE TRUST HENE 6175428155 33 HUNT STREET WEYMOUTH MA 021881518 JOHN J HENEY TRUSTEE 6175428155 2024-05-09 JAMES J HENEY 999009999 true MICHAEL PROVOST CPA P00207857 6175428155 2024-05-09 X 2023 2023-04-26 12:10:37Z X 1009038 X X 19588 19588 75604 321522 75604 -472 94720 95192 1920 1000 920 8674 6763 1911 998 410 588 40 5 35 11632 8178 3454 48000 48000 59632 8178 51454 35088 87014 59777 85556 85556 93679 19426 19897 265064 297944 659651 129190 245428 243934 547710 648354 1009038 0 X 547710 648354 547710 648354 547710 648354 547710 35088 65556 648354 648354 PUBLICLY TRADED SECURITIES P 2021-12-31 2023-12-31 321522 245918 75604 75604 75604 1209 1209 1209 600 600 X 2 611 false false false false false false false true true true false false false false true N/A LOWELL BLAKE & ASSOCIATES INC 6174220064 141 TREMONT STREET SUITE 200 BOSTON MA 021111209 false false false false false false false false false false false false false false false false false false false false MARK MACCALLUM C/O LBA 141 TREMONT BOSTON MA 02111 TRUSTEE 000.00 0 0 0 JOHN J HENEY 33 HUNT STREET WEYMOUTH MA 02188 TRUSTEE 000.00 0 0 0 MARY HENEY 117 OLANDER ST 15 NORTHHAMPTON MA 01060 TRUSTEE 000.00 0 0 0 NONE NONE N/A N/A 631086 85938 262120 979144 979144 14687 964457 48223 48223 1209 1209 47014 47014 47014 51454 51454 47014 1474 1474 51454 47014 4440 5914 0 5914 1474 4440 X SEE ATTACHED SCHEDULE SEE SCHEDULE SEE SCHEDULE SEE ATTACHED MA 02110 N/A SEE SCHEDULE SEE SCHEDULE 48000 48000 14 19588 18 75604 ENTERPRISE PRODUCTS PARTERS 14 -472 94720 94720 false false false false false false false false false false INDIRECT ACCOUNTING FEES 1920 1000 920 SEE ATTACHED SCHEDULES 245428 243934 SEE ATTACHED SCHEDULES 297944 659651 19426 19897 EXPENSES FILING AND OTHER FEES 40 5 35 ENTERPRISE PRODUCTS PARTERS -472 PRIOR BOOK VARIANCE 65556 INVESTMENT ADVISOR FEE 7763 6763 1000 FIDUCIARY FEE 911 911 FOREIGN TAXES PAID 410 410 FEDERAL INCOME TAX 588 588