Haven Trust
Haven Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.5M in total assets. In 2024, it made $17K in qualifying distributions. Net investment income was $162K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.5M
+0.5% YoY
Revenue
$155K
-97.1% YoY
Qualifying Distributions
$17K
-88.1% YoY
Expenses
$102K
-49.9% YoY
Under IRS private-foundation payout rules, Haven Trust reported a distributable amount of $599K for 2024 — the minimum it must pay out in qualifying distributions.
About Haven Trust
Based on IRS filings
Haven Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.5M in total assets. In 2024, it made $17K in qualifying distributions. Net investment income was $162K.
Ready to take the next step with Haven 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 | $11,528,026 | $11,474,349 | $6,338,098 |
| Revenue | $155,447 | $5,339,296 | $6,255,950 |
| Expenses | $101,770 | $203,045 | $11,784 |
| Qualifying Distributions | $17,280 | $145,629 | $2,373 |
| Net Investment Income | $162,424 | $61,138 | — |
| Distributable Amount | $598,622 | $616,670 | $29,958 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NATHANIEL JEPPSON | TRUSTEE | 1 | — |
| LISA LEWIS | TRUSTEE | 1 | — |
| MATTHEW MEGARGEL | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Haven Trust?
As of 2024, Haven Trust holds $11.5M in total assets with $155K in annual revenue.
Where does Haven Trust operate?
Haven Trust has awarded grants in California, Connecticut, District of Columbia, Massachusetts, Maryland, Maine, Nebraska, New Hampshire, New York, Rhode Island, Virginia.
How much is Haven Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Haven Trust reported a distributable amount of $599K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Haven Trust's EIN?
Haven Trust's EIN (Employer Identification Number) is 04-6053996. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Haven 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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