Heney Charitable Trust
Heney Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $746K in total assets. In 2024, it awarded 1 grants totaling $48K. Net investment income was $150K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$746K
+15.0% YoY
Annual Giving
$48K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$48K
+0.0% YoY
Under IRS private-foundation payout rules, Heney Charitable Trust reported a distributable amount of $52K for 2024 — the minimum it must pay out in qualifying distributions.
About Heney Charitable Trust
Based on IRS filings
Heney Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $746K in total assets. In 2024, it awarded 1 grants totaling $48K. Net investment income was $150K.
Ready to take the next step with Heney Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $745,588 | $648,354 | $547,710 |
| Revenue | $159,241 | $94,720 | $50,131 |
| Expenses | $62,007 | $59,632 | $60,001 |
| Qualifying Distributions | $52,905 | $51,454 | $51,231 |
| Net Investment Income | $149,961 | $87,014 | $41,726 |
| Distributable Amount | $51,973 | $47,014 | $48,491 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attached Schedule ($48,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED SCHEDULE SEE ATTACHED, MA | SEE SCHEDULE | $48,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARK MACCALLUM | TRUSTEE | 0.25 | — |
| JOHN J HENEY | TRUSTEE | 0.25 | — |
| MARY HENEY | TRUSTEE | 0.25 | — |
Frequently Asked Questions
How large is Heney Charitable Trust?
As of 2024, Heney Charitable Trust holds $746K in total assets with $159K in annual revenue. It awarded 1 grants totaling $48K in 2024.
Where does Heney Charitable Trust operate?
Heney Charitable Trust has awarded grants in Massachusetts.
What size grants does Heney Charitable Trust award?
In 2024, Heney Charitable Trust awarded 1 grants totaling $48K — an average of about $48K per grant, based on its IRS Form 990 filings.
How much is Heney Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Heney Charitable Trust reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Heney Charitable Trust's EIN?
Heney Charitable Trust's EIN (Employer Identification Number) is 04-3113143. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Heney Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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