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 Latest filing: 2024
Total Revenue$2.7M
Total Expenses$630K
Total Assets$32.2M
Grant Records2
Funding Total$5K
Filing Years2019–2024

Mission

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

Sample Grants Received

2023
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

DESIGNATED FOR THE RESIDENT SUPPORT FUND, WHICH PROVIDES FINANCIAL ASSISTANCE TO COMMUNITY RESIDENTS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES.
$5,323 1 grant

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.

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