Havenwood-Heritage Heights Trust Fund

Public charity · Grantmaker Concord, NH EIN: 02-0366556

To provide financial support to the United Church of Christ Retirement Community and its residents.

Havenwood-Heritage Heights Trust Fund at a glance

In short: Havenwood-Heritage Heights Trust Fund gave $416K across 1 grant in 2024 (avg $416K), mostly in New Hampshire. Source: 2024 IRS Form 990.

Annual giving (2024)
$415,537
-39.1% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$415,537
-39.1% vs 2023
Median grant
$415,537
Total assets
$32,213,395
+8.4% vs 2023
Primary geography
New Hampshire (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026.

Who Havenwood-Heritage Heights Trust Fund funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

United Church of Christ Retirement Community Inc: $416KUnited Church of ChristRetirement Community Inc$416K

The largest 2024 recipient was United Church of Christ Retirement Community Inc ($416K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K2$250–500K3$500K–1M$1–5M$5M+

The most common grant size was in the $500K–1M range: 3 grants of 5 (60%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

Cities

Concord

How Havenwood-Heritage Heights Trust Fund gives

  • Giving fell 21% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $416K (2024) to $683K (2023). In 2024 it made 1 grant totaling $416K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
United Church of Christ Retirement Community Inc Concord, NHSupport of residents and the Community$415,537
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$32,213,395$2,734,692$630,084$415,5371$2,726,166
2023$29,724,202$821,907$904,691$682,5251$808,483
2022$26,540,127$1,478,237$712,400$485,4881$1,465,439
2021$30,142,271$3,466,366$770,706$525,2431$3,452,504
2020$28,028,764$1,618,119$925,050$668,3311$1,613,879

About Havenwood-Heritage Heights Trust Fund

Based on IRS filings

Havenwood-Heritage Heights Trust Fund is a public charity focused on Human Services, based in Concord, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $32.2M in total assets. In 2024, it awarded 1 grant totaling $416K. Net investment income was $2.7M.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

Havenwood-Heritage Heights Trust Fund is led by Michael A Palmieri CEO UCCRC, President, CEO & Executive Officio on every filing since 2020; none of the 8 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Michael A Palmieri CEO UCCRC

    President, CEO & Executive Officio

    On filings since 2020

    1 hr/week

    No compensation reported

  • Douglas S Hatfield

    Chairman

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Edward R MacKay

    Trustee

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Gary Woods

    Trustee

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Mary W McLaughlin

    Trustee

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • John Udaloy

    Trustee

    On filings since 2022

    0.5 hrs/week

    No compensation reported

  • Lisa Snow Wade

    Trustee

    New on the 2024 filing

    0.5 hrs/week

    No compensation reported

  • Tracy J Judd

    Vice President & CFO Uccrc

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (4)
  • Former: Lisa Snow (2022–2023) — Trustee
  • Former: Clayton Poole (2020–2022) — Trustee
  • Former: Anna Marie Sparks (2021–2022) — Trustee
  • Former: Mary Sullivan (2020–2021) — Trustee

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 Havenwood-Heritage Heights Trust Fund

How much does Havenwood-Heritage Heights Trust Fund give each year?

Havenwood-Heritage Heights Trust Fund gave $416K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $683K across 1 grant.

How large is Havenwood-Heritage Heights Trust Fund?

Havenwood-Heritage Heights Trust Fund reported $32.2M in total assets on its 2024 IRS Form 990. Its revenue that year was $2.7M.

What is Havenwood-Heritage Heights Trust Fund?

Havenwood-Heritage Heights Trust Fund is a public charity focused on Human Services, based in Concord, NH. It holds $32.2M in total assets as of 2024.

Where does Havenwood-Heritage Heights Trust Fund operate?

Havenwood-Heritage Heights Trust Fund has awarded grants in New Hampshire.

What is Havenwood-Heritage Heights Trust Fund's EIN?

Havenwood-Heritage Heights Trust Fund's EIN (Employer Identification Number) is 02-0366556. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS October 19, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS October 18, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS September 15, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS October 11, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS October 7, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Havenwood-Heritage Heights Trust Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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