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
Among its reported 2024 grants, the largest include Sisters of the Presentation ($4,000,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Sisters of the Presentation Dubuque, IA | To care for the retired and infirm members of the Sisters of the Presentation | $4,000,000 |
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 | — |
Frequently Asked Questions
How large is Hennessy Charitable Trust?
As of 2024, Hennessy Charitable Trust holds $82.2M in total assets with $2.8M in annual revenue. It awarded 1 grants totaling $4.0M in 2024.
Where does Hennessy Charitable Trust operate?
Hennessy Charitable Trust has awarded grants in Iowa.
What size grants does Hennessy Charitable Trust award?
In 2024, Hennessy Charitable Trust awarded 1 grants totaling $4.0M — an average of about $4.0M per grant, based on its IRS Form 990 filings.
What is Hennessy Charitable Trust's EIN?
Hennessy Charitable Trust's EIN (Employer Identification Number) is 42-6547826. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Hennessy 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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