Nonprofit · EIN 02-0366556
HAVENWOOD-HERITAGE HEIGHTS TRUST FUND
Tax-exempt · CONCORD, NH 03301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,734,692 | $630,084 | $2,104,608 | $32,213,395 | $148,732 | $32,064,663 |
| December 31, 2023 | 990 | $821,907 | $904,691 | -$82,784 | $29,724,202 | $149,068 | $29,575,134 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $8,526
- Program service revenue
- $0
- Investment income
- $2,726,166
- Net gain from sales of assets
- $2,060,344
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $415,537
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $16,790
- Program services (functional)
- $417,337
- Management and general (functional)
- $197,747
- Fundraising (functional)
- $15,000
Balance sheet and other
- Total assets, start of year
- $29,724,202
- Total assets, end of year
- $32,213,395
- Total liabilities, end of year
- $148,732
- Net assets, end of year
- $32,064,663
- Publicly traded securities
- $20,387,371
- Net assets without donor restrictions
- $10,326,615
- Net assets with donor restrictions
- $21,738,048
- Gross receipts
- $19,843,840
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1982
- State of legal domicile
- NH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Michael A Palmieri CEO UCCRC | President/CEO, Ex Officio Trustee or director, Officer | 1 | $0 | $327,476 | $48,803 |
| Tracy J Judd | VP/CFO UCCRC Officer | 1 | $0 | $168,884 | $6,546 |
| Edward R MacKay | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Mary W McLaughlin | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Lisa Snow Wade | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| John Udaloy | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Gary Woods | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Douglas S Hatfield | Chairman Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Michael A Palmieri CEO UCCRC | President/CEO, Ex Officio Trustee or director, Officer | 1 | $0 | $337,900 | $44,619 |
| Tracy J Judd | VP/CFO UCCRC Officer | 1 | $0 | $164,099 | $6,178 |
| Edward R MacKay | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Mary W McLaughlin | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Lisa Snow | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| John Udaloy | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Gary Woods | Trustee Trustee or director | 0.5 | $0 | $0 | $0 |
| Douglas S Hatfield | Chairman Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 33 CHRISTIAN AVE, CONCORD, NH 03301-6128
- In care of
- % TRACY JUDD CFO
- Principal officer (990 for 2024)
- Michael A Palmieri, 33 Christian Avenue, Concord, NH 033016128
- Signed the 990
- Tracy J Judd, VP/CFO
- Phone
- (603) 224-5363
- Return prepared by
- Baker Newman & Noyes
Mission
To provide financial support to the United Church of Christ Retirement Community and its residents.
Program accomplishments
- To provide financial support to the United Church of Christ Retirement Community.Expenses $417,337 · grants $415,537
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0366556
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1983
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P110)
- Assets (IRS master file)
- $32,213,395
- Income (IRS master file)
- $19,843,840
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,734,692 | $630,084 | $32,213,395 | XML |
| 990 | December 2023 | $821,907 | $904,691 | $29,724,202 | XML |
| 990 | December 2022 | $1,478,237 | $712,400 | $26,540,127 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0366556).
Questions about HAVENWOOD-HERITAGE HEIGHTS TRUST FUND
- What is the EIN of HAVENWOOD-HERITAGE HEIGHTS TRUST FUND?
- The employer identification number (EIN) of HAVENWOOD-HERITAGE HEIGHTS TRUST FUND is 02-0366556.
- Is HAVENWOOD-HERITAGE HEIGHTS TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to HAVENWOOD-HERITAGE HEIGHTS TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HAVENWOOD-HERITAGE HEIGHTS TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HAVENWOOD-HERITAGE HEIGHTS TRUST FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAVENWOOD-HERITAGE HEIGHTS TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HAVENWOOD-HERITAGE HEIGHTS TRUST FUND?
- The 990 for the year ended December 31, 2024 names Michael A Palmieri.
- Who are the officers and directors of HAVENWOOD-HERITAGE HEIGHTS TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does HAVENWOOD-HERITAGE HEIGHTS TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,734,692, expenses of $630,084 and total assets of $32,213,395 at year end.
Other nonprofits in CONCORD
- COMMUNITY BRIDGES INC EIN 02-0368594 · last filed 990 for 2025
- UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC EIN 02-0280183 · last filed 990 for 2024
- COMMUNITY ACTION PROGRAM BELKNAP & MERRIMACK COUNTIES INC EIN 02-0270376 · last filed 990 for 2025
- GRANITE STATE INDEPENDENT LIVING EIN 02-0350170 · last filed 990 for 2025
- NEW HAMPSHIRE COALITION AGAINST DOMESTIC & SEXUAL VIOLENCE EIN 02-0360151 · last filed 990 for 2025
- SECOND START EIN 02-0302477 · last filed 990 for 2025
- DISABILITIES RIGHTS CENTER - NEW HAMPSHIRE INC EIN 02-0342104 · last filed 990 for 2025
- NORTHEAST DEAF & HARD HEARING SERVICES INC EIN 02-0517861 · last filed 990 for 2025