Havenwood-heritage Heights Trust Fund
Only null% goes to programs Strong reserves Declining revenue
Havenwood-heritage Heights Trust Fund is a 501(c)(3) organization based in Concord, New Hampshire, registered in 1983, with $2,734,692 in FY2024 revenue. CharityIndex grades it C+.
33 Christian Ave, Concord, NH, 03301 EIN 02-0366556 Since 1983
Revenue (FY2024)
$2.7M
▲ 232.7% vs prior year
Human Services median: $293K
Expenses (FY2024)
$630K
Net assets
$32.1M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Havenwood-heritage Heights Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating611 mo reserves · +77% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Havenwood-heritage Heights Trust Fund: 611 mo reserves · +77% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Havenwood-heritage Heights Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Havenwood-heritage Heights Trust Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 33 Christian Ave, Concord, NH, 03301
- City
- Concord
- State
- New Hampshire
- Category
- Human Services
- Subcategory
- Support Foundations & Fundraising
Financial trends
Revenue grew from $1.5M (FY2013) to $2.7M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $149KNet assets $32.1M
Operating margin
77.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$32.2M
Total liabilities
$149K
Net assets
$32.1M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $2,734,692▲233% | $630,084▼30.4% | $32,064,663▲8.4% | $32,213,395▲8.4% | 990 |
| 2023 | $821,907▼44.4% | $904,691▲27.0% | $29,575,134▲12.7% | $29,724,202▲12.0% | 990 |
| 2022 | $1,478,237▼57.4% | $712,400▼7.6% | $26,244,208▼12.0% | $26,540,127▼12.0% | 990 |
| 2021 | $3,466,366▲114% | $770,706▼16.7% | $29,824,313▲15.9% | $30,142,271▲7.5% | 990 |
| 2020 | $1,618,119▲87.9% | $925,050▲25.9% | $25,742,960▲11.3% | $28,028,764▲10.5% | 990 |
| 2019 | $861,115▼46.8% | $734,897▼2.0% | $23,125,493▲21.7% | $25,359,249▲18.8% | 990 |
| 2018 | $1,617,286▼0.1% | $749,523▲78.8% | $19,004,635▼7.0% | $21,348,323▼6.6% | 990 |
| 2017 | $1,619,439▲50.2% | $419,270▲11.9% | $20,426,148▲17.4% | $22,859,109▲14.5% | 990 |
| 2016 | $1,077,844▼33.5% | $374,528▼3.8% | $17,394,085▲10.2% | $19,961,520▲7.9% | 990 |
| 2015 | $1,620,148▲6.5% | $389,392▼4.8% | $15,779,084▼3.1% | $18,494,802▼3.5% | 990 |
| 2014 | $1,520,590▼1.1% | $408,819▼21.7% | $16,288,502▲7.9% | $19,171,950▲5.6% | 990 |
| 2013 | $1,538,023 | $522,153▼67.4% | $15,102,449▲28.3% | $18,156,345▲21.3% | 990 |
| 2012 | — | $1,599,408▲169% | $11,769,598▲6.7% | $14,969,786▲4.3% | 990 |
| 2011 | — | $594,625▼12.5% | $11,034,405▲4.5% | $14,357,773▲2.0% | 990 |
| 2010 | — | $679,616 | $10,563,779 | $14,071,952 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $15K total
1 grant to Havenwood-heritage Heights Trust Fund totaling $15K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Matthew 25 Ministries Inc | Humanitarian aid | 2020 | $14,573 |
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Frequently asked questions
- Is Havenwood-heritage Heights Trust Fund a legitimate nonprofit?
- Yes. Havenwood-heritage Heights Trust Fund is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 02-0366556, based in Concord, New Hampshire. Donations are tax-deductible.
- What is Havenwood-heritage Heights Trust Fund's EIN?
- Havenwood-heritage Heights Trust Fund's Employer Identification Number (EIN) is 02-0366556.
- How much revenue does Havenwood-heritage Heights Trust Fund report?
- Havenwood-heritage Heights Trust Fund reported $2,734,692 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Havenwood-heritage Heights Trust Fund have?
- CharityIndex grades Havenwood-heritage Heights Trust Fund C+, based on financial health (reserves and operating margin).
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Data for Havenwood-heritage Heights Trust Fund (EIN 02-0366556) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.