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.
Haven Trust at a glance
- Total assets
- $11,528,026
- +0.5% vs 2023
- Revenue (2024)
- $155,447
- -97.1% vs 2023
- Qualifying distributions (2024)
- $17,280
- -88.1% vs 2023
- Expenses (2024)
- $101,770
- -49.9% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Haven Trust funds
How this funder distributes its grants
Grant Size Distribution
127 grants across all recorded years
The most common grant size was under $50K: 126 grants of 127 (99%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Haven Trust gives
- Giving held roughly steady from 2020 to 2023 (−15%). Method
- In 2024 it paid out 3% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $11K (2021) to $147K (2020). In 2023 it made 1 grant totaling $125K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Waterman's Community Center North Haven, ME | General Support | $125,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $11,528,026 | $155,447 | $101,770 | — | — | $17,280 | $162,424 | $598,622 |
| 2023 | $11,474,349 | $5,339,296 | $203,045 | $125,000 | 1 | $145,629 | $61,138 | $616,670 |
| 2022 | $6,338,098 | $6,255,950 | $11,784 | — | — | $2,373 | — | $29,958 |
| 2021 | $93,932 | $2,013 | $27,320 | $11,000 | 26 | $13,491 | — | $5,281 |
| 2020 | $119,239 | $261,602 | $158,155 | $146,575 | 100 | — | $242,633 | $100 |
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.
Leadership & Key People
Officers and directors from IRS filings
Haven Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Nathaniel Jeppson
Trustee
On filings since 2020
1 hr/week
No compensation reported
Lisa Lewis
Trustee
On filings since 2023
1 hr/week
No compensation reported
Matthew Megargel
Trustee
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: George Lewis (2020–2022) — Trustee · Filing note: Thru 592022
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Haven Trust
How large is Haven Trust?
Haven Trust reported $11.5M in total assets on its 2024 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $599K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Haven Trust's focus areas in our free grants database
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Haven Trust down — hundreds of funders to go?