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
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 .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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