Havenwood-Heritage Heights Trust Fund
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
The largest 2024 recipient was United Church of Christ Retirement Community Inc ($416K).
Grant Size Distribution
5 grants across all recorded years
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
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
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
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
| Recipient | Purpose | Amount |
|---|---|---|
| United Church of Christ Retirement Community Inc Concord, NH | Support of residents and the Community | $415,537 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $32,213,395 | $2,734,692 | $630,084 | $415,537 | 1 | $2,726,166 |
| 2023 | $29,724,202 | $821,907 | $904,691 | $682,525 | 1 | $808,483 |
| 2022 | $26,540,127 | $1,478,237 | $712,400 | $485,488 | 1 | $1,465,439 |
| 2021 | $30,142,271 | $3,466,366 | $770,706 | $525,243 | 1 | $3,452,504 |
| 2020 | $28,028,764 | $1,618,119 | $925,050 | $668,331 | 1 | $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
- Updated Form 990 for fiscal year 2020 (received by the IRS October 19, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 18, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 11, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 7, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Havenwood-Heritage Heights Trust Fund funds
Human Services Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Havenwood-Heritage Heights Trust Fund's focus areas in our free grants database
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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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