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HAVENWOOD-HERITAGE HEIGHTS TRUST FUND

EIN 02-0366556 CONCORD, NH

Largest nonprofits in New Hampshire

Revenue 2024
$2,734,692
Expenses 2024
$630,084

Program services were 66.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
P110
Classification
1000
Street
33 CHRISTIAN AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

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

Activities or mission (Part I)

Provide financial support to the United Church of Christ Retirement Community Inc. and its residents.

  • To provide financial support to the United Church of Christ Retirement Community.

    Expenses $417,337 · Grants $415,537

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Michael A Palmieri CEO UCCRC

    President/CEO, Ex Officio

    Total calculated
    $376,279
    From this org
    $0
    From related orgs
    $327,476
    Other
    $48,803
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,288 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $32,188 related
    Deferred
    $0 + $11,592 related
    Nontaxable benefits
    $0 + $37,211 related
    Filer's total
    $0 + $376,279 related
  • Edward R MacKay

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Mary W McLaughlin

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Lisa Snow Wade

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 1 related
  • John Udaloy

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 1 related
  • Gary Woods

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Douglas S Hatfield

    Chairman

    Total calculated
    $0
    Hours/week
    0.5
  • Tracy J Judd

    VP/CFO UCCRC

    Total calculated
    $175,430
    From this org
    $0
    From related orgs
    $168,884
    Other
    $6,546
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,642 related
    Bonus
    $0
    Other
    $0 + $5,242 related
    Deferred
    $0 + $6,546 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $175,430 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $2,734,692
    Expenses
    $630,084
    Contributions
    $8,526
    Grants paid
    $415,537
  • 2023
    Revenue
    $821,907
    Expenses
    $904,691
    Contributions
    $13,424
    Grants paid
    $682,525
  • 2022
    Revenue
    $1,478,237
    Expenses
    $712,400
    Contributions
    $12,798
    Grants paid
    $485,488

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $3,466,366
    Expenses
    $770,706
    Assets (EOY)
    $30,142,271
  • 2020 · 990

    Revenue
    $1,618,119
    Expenses
    $925,050
    Assets (EOY)
    $28,028,764
  • 2019 · 990

    Revenue
    $861,115
    Expenses
    $734,897
    Assets (EOY)
    $25,359,249
  • 2018 · 990

    Revenue
    $1,617,286
    Expenses
    $749,523
    Assets (EOY)
    $21,348,323
  • 2017 · 990

    Revenue
    $1,619,439
    Expenses
    $419,270
    Assets (EOY)
    $22,859,109
  • 2016 · 990

    Revenue
    $1,077,844
    Expenses
    $374,528
    Assets (EOY)
    $19,961,520
  • 2015 · 990

    Revenue
    $1,620,148
    Expenses
    $389,392
    Assets (EOY)
    $18,494,802
  • 2014 · 990

    Revenue
    $1,520,590
    Expenses
    $408,819
    Assets (EOY)
    $19,171,950
  • 2013 · 990

    Revenue
    $1,538,023
    Expenses
    $522,153
    Assets (EOY)
    $18,156,345
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $1,599,408
    Assets (EOY)
    $14,969,786

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

  • Charitable Remainder Trust (1)

    T · Beneficiary distributions · NJ

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.