Havenwood-Heritage Heights Trust Fund
To provide financial support to the United Church of Christ Retirement Community and its residents.
Key facts about Havenwood-Heritage Heights Trust Fund
- EIN
- 02-0366556
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $415,537
- Grants made (2024)
- 1
- Average grant
- $415,537
- Median grant
- $415,537
- Total assets
- $32,213,395
- Primary geography
- New Hampshire (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Havenwood-Heritage Heights Trust Fund gives
- Giving fell 21% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Havenwood-Heritage Heights Trust Fund
- How to evaluate Havenwood-Heritage Heights Trust Fund as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$32.2M
+8.4% YoY
Annual Giving
$416K
-39.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$416K
-39.1% YoY
About Havenwood-Heritage Heights Trust Fund
Based on IRS filings
Havenwood-Heritage Heights Trust Fund is a nonprofit organization 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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $32,213,395 | $29,724,202 | $26,540,127 |
| Revenue | $2,734,692 | $821,907 | $1,478,237 |
| Expenses | $630,084 | $904,691 | $712,400 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,726,166 | $808,483 | $1,465,439 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include United Church of Christ Retirement Community Inc ($415,537).
| Recipient | Purpose | Amount |
|---|---|---|
| United Church of Christ Retirement Community Inc Concord, NH | Support of residents and the Community | $415,537 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Michael A Palmieri CEO UCCRC | President/CEO, Ex Officio | 1 | — |
| Edward R MacKay | Trustee | 0.5 | — |
| Mary W McLaughlin | Trustee | 0.5 | — |
| Lisa Snow Wade | Trustee | 0.5 | — |
| John Udaloy | Trustee | 0.5 | — |
| Gary Woods | Trustee | 0.5 | — |
| Douglas S Hatfield | Chairman | 0.5 | — |
| Tracy J Judd | VP/CFO Uccrc | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Havenwood-Heritage Heights Trust Fund?
Havenwood-Heritage Heights Trust Fund is a nonprofit organization focused on Human Services, based in Concord, NH. It holds $32.2M in total assets as of 2024.
How large is Havenwood-Heritage Heights Trust Fund?
As of 2024, Havenwood-Heritage Heights Trust Fund holds $32.2M in total assets with $2.7M in annual revenue. It awarded 1 grant totaling $416K in 2024.
Where does Havenwood-Heritage Heights Trust Fund operate?
Havenwood-Heritage Heights Trust Fund has awarded grants in New Hampshire.
What size grants does Havenwood-Heritage Heights Trust Fund award?
In 2024, Havenwood-Heritage Heights Trust Fund awarded 1 grant totaling $416K — an average of about $416K per grant, based on its IRS Form 990 filings.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.