Nonprofit · EIN 04-3113143
HENEY CHARITABLE TRUST
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $66,544 | $67,236 | -$692 | $744,896 | $0 | $744,896 |
| December 31, 2024 | 990-PF | $159,241 | $62,007 | $97,234 | $745,588 | $0 | $745,588 |
| December 31, 2023 | 990-PF | $94,720 | $59,632 | $35,088 | $648,354 | $0 | $648,354 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,052
- Interest
- $12,265
- Net gain from sales of assets
- $44,304
- Other income
- -$77
Expenses
- Grants and similar amounts paid
- $52,000
- Disbursements for charitable purposes
- $58,010
- Excise tax on investment income
- $798
Balance sheet and other
- Total assets, start of year
- $745,588
- Total assets, end of year
- $744,896
- Total liabilities, end of year
- $0
- Net assets, end of year
- $744,896
- Fair market value of assets
- $1,130,852
- Qualifying distributions
- $58,010
- Net investment income
- $66,621
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK MACCALLUM 125 WALTER ST, ROSLINDALE, MA 02131 | TRUSTEE | 0.5 | $0 |
| MARY HENEY 117 OLANDER ST 15, NORTHHAMPTON, MA 01060 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK MACCALLUM 125 WALTER ST, ROSLINDALE, MA 02131 | TRUSTEE | 0.25 | $0 |
| JOHN J HENEY 33 HUNT STREET, WEYMOUTH, MA 02188 | TRUSTEE | 0.25 | $0 |
| MARY HENEY 117 OLANDER ST 15, NORTHHAMPTON, MA 01060 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK MACCALLUM C/O LBA 141 TREMONT, BOSTON, MA 02111 | TRUSTEE | 0 | $0 |
| JOHN J HENEY 33 HUNT STREET, WEYMOUTH, MA 02188 | TRUSTEE | 0 | $0 |
| MARY HENEY 117 OLANDER ST 15, NORTHHAMPTON, MA 01060 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 211 CONGRESS ST STE 730, BOSTON, MA 02110-2479
- In care of
- % JAMES H LOWELL 2ND
- Signed the 990-PF
- MARK MACCALLUM, TRUSTEE
- Phone
- (617) 542-8155
- Return prepared by
- BARNEKE AND ANDERSON LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3113143
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $744,896
- Income (IRS master file)
- $434,950
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $66,544 | $67,236 | $744,896 | IRS |
| 990-PF | December 2024 | $159,241 | $62,007 | $745,588 | XML |
| 990-PF | December 2023 | $94,720 | $59,632 | $648,354 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3113143).
Questions about HENEY CHARITABLE TRUST
- What is the EIN of HENEY CHARITABLE TRUST?
- The employer identification number (EIN) of HENEY CHARITABLE TRUST is 04-3113143.
- Is HENEY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to HENEY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENEY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENEY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENEY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HENEY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HENEY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $66,544, expenses of $67,236 and total assets of $744,896 at year end.
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