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Havenwood-Heritage Heights Trust Fund

Public charity
DBA: % TRACY JUDD CFO
Other · CONCORD, NH · EIN 02-0366556

About

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

In care of Tracy JUDD CFO

Donations are tax-deductible
Category
Other
Employees
0
Volunteers
6

Financial Snapshot

FY ending 2024-12-31
Revenue
$2.7M
Expenses
$630K
Assets
$32.2M
Liabilities
$149K

Financial history

$2.7M$1.4M$0
161718192021222324
RevenueExpenses
Latest FY2024: $2.7M · Avg: $1.5M

Political & Grant Activity

Campaign Spending
—
Lobbying
—
Grants Given
$416K
HAVENWOOD-HERITAGE HEIGHTS TRUST FUND
Your actions

Address

33 Christian AVE
Concord, NH, 03301-612

Governance

Voting board members7
Independent members6
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Initial contract exceptionNo

Financial detail (Schedule D)

Board-designated %32.2%
Permanent endowment %4.0%
Endowment held by related orgNo
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.