Hennessy Charitable Trust
Hennessy Charitable Trust was established by the Sisters of the Presentation to provide financial support and care for the retired and infirm members of the religious congregation of the Sisters of the Presentation.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$82.2M
+5.5% YoY
Annual Giving
$4.0M
+14.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$4.0M
+14.8% YoY
About Hennessy Charitable Trust
Based on IRS filings
Hennessy Charitable Trust is a nonprofit organization, based in DUBUQUE, IA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $82.2M in total assets. In 2024, it awarded 1 grants totaling $4.0M. Net investment income was $2.8M.
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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 | $82,239,630 | $77,938,165 | $69,986,391 |
| Revenue | $2,796,554 | $1,666,692 | — |
| Expenses | $4,012,933 | $3,832,492 | $3,935,935 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,796,554 | $1,666,692 | — |
| Distributable Amount | — | — | — |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Virginia Foletta | President | 0.1 | — |
| Lugene Berning | Secretary | 1 | — |
| William Murray | Director | 0.1 | — |
| Laura Reicks | Director | 0.1 | — |
| Janice Friedman | Director | 0.1 | — |
| Annette Kestel | Director | 0.1 | — |
| Ann Jackson | Director | 0.1 | — |
Related Funders
Similar funders by location and focus area
Main Street Fort Dodge Inc
FORT DODGE, IA
Assets
$315K
Grants
1
Total Given
$25K
John & Beverly Anderson Charitable Trust
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Assets
—
Grants
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Total Given
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Barbara Jean Couturier Charitable T
DAVENPORT, IA
Assets
—
Grants
0
Total Given
—
The Joseph Andres Family Foundation
OKOBOJI, IA
Assets
—
Grants
6
Total Given
$7K
Lohse Family Foundation
BONDURANT, IA
Assets
—
Grants
2
Total Given
$400K
Vande Brake Family Foundation
ORANGE CITY, IA
Assets
$172K
Grants
6
Total Given
$47K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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