2025-11-10T12:27:45-06:00 2023-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2023-01-01 426547826 Hennessy Charitable Trust HENN 5635882008 2360 Carter Rd Dubuque IA 52001 Virginia Evelina Foletta President 5635882008 2025-11-06 1 1 Mayumi Stella P00970938 6122536500 2025-11-06 2023 2025-03-06 01:10:19Z Virginia Evelina Foletta 2360 Carter Rd Dubuque IA 52001 1666692 0 0928 X N/A X 1996 IA Care for retired and infirm Sisters of the Presentation 6 6 0 9 0 0 0 0 0 0 0 1666692 0 0 0 1666692 3600000 3485000 0 0 0 0 0 0 0 335935 347492 3935935 3832492 -3935935 -2165800 69986391 77938165 0 0 69986391 77938165 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. 0 0 3485735 3485000 Hennessy Charitable Trust recognizes its obligation to provide for the continued support of the professed members of the Sisters of the Presentation. The Trust was established to better carry out the mission and responsibility of the Sisters of the Presentation, especially for the material support of the aged and infirm members. During 2023, Hennessy Charitable Trust provided $3,485,000 to support the Sisters of the Presentation. 3485735 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X Jeff Streit 5635882008 2360 Carter Road Dubuque IA 520012997 X Virginia Foletta President 0.10 40.00 X X 0 0 0 Joetta Venneman Secretary until 5/23 0.10 40.00 X X 0 0 0 Lugene Berning Secretary as of 5/23 1.00 40.00 X 0 14161 0 Ann Jackson Director 0.10 40.00 X 0 0 0 Elaine Hoye Director until 1/23 0.10 40.00 X 0 0 0 Marjorie Healy Director until 1/23 0.10 40.00 X 0 0 0 Laura Reicks Director 0.10 40.00 X 0 0 0 Annette Kestel Director as of 1/23 0.10 40.00 X 0 0 0 William Murray Director as of 1/23 0.10 40.00 X 0 0 0 Janice Friedman Director as of 1/23 0.10 40.00 X 0 0 0 0 14161 0 0 0 0 0 0 1666692 1666692 1666692 0 0 1666692 3485000 3485000 335123 335123 735 735 Administration 11634 11634 3832492 3485735 346757 0 2663 69986391 77935502 69986391 77938165 0 0 X 0 0 0 0 69986391 77938165 69986391 77938165 69986391 77938165 -2165800 10117574 0 X 0 0 0 X X 1 Sisters of the Presentation 420681050 1 1 3485000 0 1 3485000 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Schedule A, Part IV, Section A, Line 2: Sisters of the Presentation is included within the United States Conference Group Ruling and is listed in the Official Catholic Directory for the Archdiocese of Dubuque. The organization is exempt from federal income tax pursuant to Internal Revenue Code Section 501(c)(3). 1 Sisters of the Presentation 2360 Carter Road Dubuque IA 52001 420681050 501(c)(3) 3485000 0 To care for the retired and infirm members of the Sisters of the Presentation 1 0 Part I, Line 2: Hennessy Charitable Trust is the supporting organization of Sisters of the Presentation. The Trust supports the retired and infirm members of the religious congregation of the Sisters of the Presentation. Because this is the only organization they support, they do not require substantiation for the gifts. The Board Members of Hennessy Charitable Trust are aware of the use of the funds and make sure the funds are used appropriately. Form 990, Part VI, Section A, line 7a Sisters of the Presentation has authority to appoint and remove all members of the governing body. Form 990, Part VI, Section A, line 8b The Organization does not have committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b All Trustees receive a copy of the Form 990 before it is filed. The 990 is reviewed by the Treasurer of the Board. Form 990, Part VI, Section B, line 12c Conflict of interest policies are signed annually by any Director or principal Officer of the Board of Trustees, or any member of a Committee with Board-delegated powers, who has a direct or indirect financial interest. The Chairperson of the Board reviews the signed policies. If a conflict of interest exists, the interested person must disclose the financial interest and all material facts. After disclosure, the interested person must leave the Board or Committee meeting while the determination of a conflict of interest is discussed and voted upon. Form 990, Part VI, Section C, line 19 The governing documents and financial statements are available upon written request. Part VII, Related Organization Compensation The Sisters are not compensated by Sisters of the Presentation therefore no compensation is shown on Part VII, column E. Sisters of the Presentation 2360 Carter Road Dubuque IA 520012997 420681050 Religious service and education IA 501(c)(3) Line 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0