HENEY CHARITABLE TRUST

Cite this

Plain text HENEY CHARITABLE TRUST. furp.org, nonprofit organization profile, tax years 2013–2025. https://furp.org/org/heney-charitable-trust-043113143. Retrieved 2026-10-31.

APA furp.org. (n.d.). HENEY CHARITABLE TRUST [Nonprofit organization profile; tax years 2013–2025]. Retrieved October 31, 2026, from https://furp.org/org/heney-charitable-trust-043113143

MLA “HENEY CHARITABLE TRUST.” furp.org, tax years 2013–2025, https://furp.org/org/heney-charitable-trust-043113143. Accessed 31 Oct. 2026.

Retrieved 2026-10-31; covers tax years 2013–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $67K · expenses $67K · assets $745K

Also known as
C/O BARNEKE AND ANDERSON LLP
EIN
04-3113143
Address
211 CONGRESS ST STE 730, BOSTON, MA 02110-2479
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
November 1991 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 5 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Mark Maccallum TRUSTEE2017-2025 0 $0 reported 1
Mary Heney TRUSTEE2013-2025 0 $0 reported 1
John J Heney (former) TRUSTEE2020-2024 0 $0 reported 1
James H Lowell 2nd (former) TRUSTEE2013-2019 1 $0 reported 2
Carrie Endries (former) TRUSTEE2013-2016 1 $0 reported 1

People by year

2025 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK MACCALLUM TRUSTEE0 $0-$0 $01
MARY HENEY TRUSTEE0 $0-$0 $01
2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK MACCALLUM TRUSTEE0 $0-$0 $01
JOHN J HENEY TRUSTEE0 $0-$0 $01
MARY HENEY TRUSTEE0 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK MACCALLUM TRUSTEE0 $0-$0 $01
JOHN J HENEY TRUSTEE0 $0-$0 $01
MARY HENEY TRUSTEE0 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK MACCALLUM TRUSTEE0 $0-$0 $01
JOHN J HENEY TRUSTEE0 $0-$0 $01
MARY HENEY TRUSTEE0 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK MACCALLUM TRUSTEE1 $0-$0 $01
JOHN J HENEY TRUSTEE1 $0-$0 $01
MARY HENEY TRUSTEE1 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK MACCALLUM TRUSTEE0 $0-$0 $01
JOHN J HENEY TRUSTEE0 $0-$0 $01
MARY HENEY TRUSTEE0 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES H LOWELL 2ND TRUSTEE1 $0-$0 $02
MARY HENEY TRUSTEE1 $0-$0 $01
MARK MACCALLUM TRUSTEE1 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES H LOWELL 2ND TRUSTEE1 $0-$0 $02
MARY HENEY TRUSTEE1 $0-$0 $01
MARK MACCALLUM TRUSTEE1 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES H LOWELL 2ND TRUSTEE1 $0-$0 $02
MARY HENEY TRUSTEE1 $0-$0 $01
MARK MACCALLUM TRUSTEE1 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES H LOWELL 2ND TRUSTEE1 $0-$0 $02
MARY HENEY TRUSTEE1 $0-$0 $01
CARRIE ENDRIES TRUSTEE1 $0-$0 $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES H LOWELL 2ND TRUSTEE1 $0-$0 $02
MARY HENEY TRUSTEE1 $0-$0 $01
CARRIE ENDRIES TRUSTEE1 $0-$0 $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES H LOWELL 2ND TRUSTEE1 $0-$0 $02
MARY HENEY TRUSTEE1 $0-$0 $01
CARRIE ENDRIES TRUSTEE1 $0-$0 $01
2013 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES H LOWELL 2ND TRUSTEE1 $0-$0 $02
MARY HENEY TRUSTEE1 $0-$0 $01
CARRIE ENDRIES TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 0 grants to organizations · $0 · 1 summary line · $52K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2024 · 0 grants to organizations · $0 · 1 summary line · $48K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2023 · 0 grants to organizations · $0 · 1 summary line · $48K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2022 · 0 grants to organizations · $0 · 1 summary line · $48K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2021 · 0 grants to organizations · $0 · 1 summary line · $60K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2020 · 0 grants to organizations · $0 · 1 summary line · $58K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2019 · 0 grants to organizations · $0 · 1 summary line · $46K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2018 · 0 grants to organizations · $0 · 1 summary line · $46K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2017 · 0 grants to organizations · $0 · 1 summary line · $46K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2016 · 0 grants to organizations · $0 · 1 summary line · $44K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2015 · 0 grants to organizations · $0 · 1 summary line · $50K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2014 · 0 grants to organizations · $0 · 1 summary line · $50K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2013 · 0 grants to organizations · $0 · 1 summary line · $50K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$66,544$67,236 $744,896$744,896 -- ---
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$159,241$62,007 $745,588$745,588 -- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$94,720$59,632 $648,354$648,354 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$50,131$60,001 $547,710$547,710 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$48,857$72,248 $610,580$610,580 -- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$24,534$65,190 $633,971$633,971 -- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$18,000$55,088 $671,136$671,136 -- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$50,371$54,252 $702,824$702,824 -- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$31,759$54,766 $703,124$703,124 -- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$4,468$51,320 $726,131$726,131 $4,892- ---
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$45,574$56,832 $772,983$772,983 -- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$37,319$57,594 $784,241$784,241 -- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$20,086$57,426 $798,799$798,799 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
RAMLER CHARITABLE TRUSTMANot reported $98,772$71,377 TRUSTEE$0 Similar name, revenue within 2x, same state
RUDNICK CHARITABLE TRUSTMANot reported $39,086$25,548 TRUSTEE$0 Similar name, revenue within 2x, same state
SO CHARITABLE TRUSTNYNot reported $70,211$171,265 TRUSTEE$0 Similar name, revenue within 2x
CWT CHARITABLE TRUSTNYA80 $109,069$99,425 Trustee$0 Similar name, revenue within 2x
J D CHARITABLE TRUSTPANot reported $40,984$25,308 TRUSTEE$2,783 Similar name, revenue within 2x
HERSHEY REV CHARITABLE TRUSTCONot reported $53,332$63,222 PRESIDENT$0 Similar name, revenue within 2x
HENSLEY CHARITABLE TRMINot reported $81,850$106,540 Trustee$25,170 Similar name, revenue within 2x
QUEST CHARITABLE TRUSTORNot reported $95,558$92,465 Trustee$0 Similar name, revenue within 2x
REES CHARITABLE TRUSTNJT20 $101,193$30,593 TRUSTEE$0 Similar name, revenue within 2x
SNOW CHARITABLE TRUSTCAT99 $109,288$0 TRUSTEE$0 Similar name, revenue within 2x
L H MAY CHARITABLE TRUSTFLT22 $56,296$17,238 TRUSTEE$10,248 Similar name, revenue within 2x
WHATLEY CHARITABLE TRUSTPAT20 $39,942$51,813 TRUSTEE$12,074 Similar name, revenue within 2x
HENTZ CHARITABLE TRMNT22 $90,822$65,176 TRUSTEE$16,411 Similar name, revenue within 2x
DODGE CHARITABLE TRUSTMDNot reported $65,617$97,344 TRUSTEE$0 Similar name, revenue within 2x
SIDNEY J HARRIS CHARITABLE TRUSTMONot reported $72,080$109,022 TRUSTEE$28,087 Similar name, revenue within 2x
PETSAS CHARITABLE TRUSTTXNot reported $68,337$50,176 TRUSTEE$12,254 Similar name, revenue within 2x
N C CHARITABLE TRUST INCNYT21 $60,811$6,814 PRESIDENT$0 Similar name, revenue within 2x
MARY H MAURY CHARITABLE TRUSTPAT20 $96,890$124,060 TRUSTEE$23,708 Similar name, revenue within 2x
CASTELLI CHARITABLE TRUSTPAT20 $66,276$84,391 TRUSTEE$16,935 Similar name, revenue within 2x
KOMAREK CHARITABLE TRUSTMONot reported $70,681$115,008 TRUSTEE$23,968 Similar name, revenue within 2x
NIBLOCK CHARITABLE TRUSTWAT20 $84,874$190,817 TRUSTEE$30,000 Similar name, revenue within 2x
MEELEUS CHARITABLE TRUSTMNT12 $41,270$54,757 TRUSTEE$13,176 Similar name, revenue within 2x
WARTHOG CHARITABLE TRUSTTXT22 $34,762$38,795 Trustee$0 Similar name, revenue within 2x
RIGHT HAND CHARITABLE TRUSTMNNot reported $59,778$1,197,475 CO-TRUSTEE$0 Similar name, revenue within 2x
JOSEPH HARA CHARITABLE TRUSTFLNot reported $41,461$132,575 TRUSTEE$0 Similar name, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
BALLY SHANNON FOUNDATION INC Private foundation$200,0004 12017–2022 AIM HIGH CHARITABLE TRUST
THE@SCOTT AND PATRICE BRICKMAN FAMILY FOUNDATION Private foundation$150,0003 12023–2025 AIM HIGH CHARITABLE TRUST
MASSMUTUAL FOUNDATION INC Private foundation$26,5621 12016–2016 UA CHARITABLE FUND TRUST
C D SHIAH CHARITABLE FOUNDATION Private foundation$25,0001 12018–2018 DKA CHARITABLE TRUST
QUAD CITIES COMMUNITY FOUNDATION DAF sponsor$12,0001 12020–2020 LOWDEN CHARITABLE TRUST INC
SCOTT W BRICKMAN FAMILY FOUNDATION Private foundation$10,0001 12025–2025 AIM HIGH CHARITABLE TRUST
THE BLACKBAUD GIVING FUND DAF sponsor$7,5001 12025–2025 NEXT STEP CHARITABLE TRUST
UNION PACIFIC FOUNDATION Private foundation$5,0001 12024–2024 OLIVE CHARITABLE TRUST
AMAZONSMILE FOUNDATION Private foundation$51 12023–2023 OLIVE CHARITABLE TRUST

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $67,236 spent · pay $0 · grants $52,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $52,000 77.3%
Fees: other professional $10,028 14.9%
Taxes $3,089 4.6%
Fees: accounting $2,075 3.1%
Other expenses $44 0.1%
Total$67,236100%

View the filing

2024 · Form 990PF · $62,007 spent · pay $0 · grants $48,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $48,000 77.4%
Fees: other professional $9,703 15.6%
Taxes $2,317 3.7%
Fees: accounting $1,950 3.1%
Other expenses $37 0.1%
Total$62,007100%

View the filing

2023 · Form 990PF · $59,632 spent · pay $0 · grants $48,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $48,000 80.5%
Fees: other professional $8,674 14.5%
Fees: accounting $1,920 3.2%
Taxes $998 1.7%
Other expenses $40 0.1%
Total$59,632100%

View the filing

2022 · Form 990PF · $60,001 spent · pay $0 · grants $48,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $48,000 80.0%
Fees: other professional $8,314 13.9%
Fees: accounting $1,850 3.1%
Taxes $1,802 3.0%
Other expenses $35 0.1%
Total$60,001100%

View the filing

2021 · Form 990PF · $72,248 spent · pay $0 · grants $60,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $60,000 83.0%
Fees: other professional $7,669 10.6%
Fees: accounting $3,700 5.1%
Taxes $840 1.2%
Other expenses $39 0.1%
Total$72,248100%

View the filing

2020 · Form 990PF · $65,190 spent · pay $0 · grants $58,214 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $58,214 89.3%
Fees: other professional $5,970 9.2%
Taxes $949 1.5%
Other expenses $57 0.1%
Total$65,190100%

View the filing

2019 · Form 990PF · $55,088 spent · pay $0 · grants $46,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $46,500 84.4%
Fees: other professional $5,539 10.1%
Fees: accounting $1,850 3.4%
Taxes $1,164 2.1%
Other expenses $35 0.1%
Total$55,088100%

View the filing

2018 · Form 990PF · $54,252 spent · pay $0 · grants $46,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $46,000 84.8%
Fees: other professional $5,400 10.0%
Fees: accounting $1,750 3.2%
Taxes $904 1.7%
Other expenses $198 0.4%
Total$54,252100%

View the filing

2017 · Form 990PF · $54,766 spent · pay $0 · grants $46,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $46,000 84.0%
Fees: other professional $5,400 9.9%
Fees: accounting $1,750 3.2%
Fees: legal $750 1.4%
Taxes $657 1.2%
Other expenses $209 0.4%
Total$54,766100%

View the filing

2016 · Form 990PF · $51,320 spent · pay $0 · grants $44,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $44,500 86.7%
Fees: other professional $4,350 8.5%
Fees: accounting $1,650 3.2%
Taxes $608 1.2%
Other expenses $212 0.4%
Total$51,320100%

View the filing

2015 · Form 990PF · $56,832 spent · pay $0 · grants $50,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $50,000 88.0%
Fees: other professional $4,000 7.0%
Fees: accounting $1,650 2.9%
Taxes $997 1.8%
Other expenses $185 0.3%
Total$56,832100%

View the filing

2014 · Form 990PF · $57,594 spent · pay $0 · grants $50,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $50,000 86.8%
Fees: other professional $4,000 6.9%
Taxes $1,832 3.2%
Fees: accounting $1,500 2.6%
Other expenses $262 0.5%
Total$57,594100%

View the filing

2013 · Form 990PF · $57,426 spent · pay $0 · grants $50,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $50,000 87.1%
Fees: other professional $3,625 6.3%
Taxes $1,979 3.4%
Fees: accounting $1,500 2.6%
Other expenses $322 0.6%
Total$57,426100%

View the filing

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