Mission
To provide financial support to the United Church of Christ Retirement Community and its residents.
Public Charity
Havenwood-Heritage Heights Trust Fund
Based in Concord, NH, Havenwood-Heritage Heights Trust Fund operates as a Public Charity. The organization reported $2.7M in revenue, $630K in expenses, $32.2M in total assets for fiscal year 2024. Imperigo tracks 2 reported grant relationships connected to this organization totaling approximately $5K.
EIN: 020366556
Concord, NH
Single Organization Support
NTEE: P11
Latest filing: 2024
Total Revenue$2.7M
Total Expenses$630K
Total Assets$32.2M
Grant Records2
Funding Total$5K
Filing Years2019–2024
Where $100 goes at Havenwood-Heritage Heights Trust Fund
How Havenwood-Heritage Heights Trust Fund divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$70
Programs
the work itself
$27
Management
running the organization
$3
Fundraising
raising the next dollar
Inside the $70 for programs
$70
To provide financial support to the United Church of Christ Retirement Community
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
DESIGNATED FOR THE RESIDENT SUPPORT FUND, WHICH PROVIDES FINANCIAL ASSISTANCE TO COMMUNITY RESIDENTS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES.
$5,323
Showing up to 5 of 2 total records — full history available with membership.
Officers & Directors
Chairman
Douglas S Hatfield
Trustee
Edward R Mackay
Trustee
Gary Woods
Trustee
John Udaloy
Trustee
Lisa Snow Wade
Trustee
Mary W Mclaughlin
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $2.7M | $630K | $32.2M |
| 2023 | $822K | $905K | $29.7M |
| 2022 | $1.5M | $712K | $26.5M |
| 2020 | $1.6M | $925K | $28.0M |
| 2019 | $861K | $735K | $25.4M |
Between 2019 and 2024, reported annual revenue grew from $861K to $2.7M (+218%), with total assets most recently reported at $32.2M.
Interactive year-over-year charts and full filing details available with membership.