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US nonprofit · EIN 020366556 · Concord, NHiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 020366556) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code SOUNK), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Havenwood-Heritage Heights Trust Fund

Donations deductible
Revenue
$2.7m
year to 31 December 2024
Expenses
$630k
year to 31 December 2024
Total assets
$32.2m
$149k liabilities
Net assets
$32.1m
assets less liabilities
Directors and trustees
7
7.0y av
Staff
0
6 volunteers
Chair observed
≥6 yrs
Douglas S Hatfield Esq
Left since last filing
0
no seats appear to have opened
How am I connected?

Havenwood-Heritage Heights Trust Fund's network

7 people5 organisationsi7 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (7) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Douglas S Hatfield Esq Chair (also filed as Douglas S Hatfield)Chairman2018
8 yrs
Edward R MackayTrustee2018
8 yrs
Gary WoodsTrustee2018
8 yrs
John UdaloyTrustee2022
4 yrs
Lisa Snow WadeTrustee2024
2 yrs
Mary W McLaughlinTrustee2018
8 yrs
Michael A Palmieri CEO UccrcPresident/CEO, Ex Officio2018
8 yrs
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Tracy J JuddVP/CFO Uccrcsince 2018

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Michael A Palmieri CEO UCCRCPresident/CEO, Ex Officio1$0$327k$49k
Edward R MacKayTrustee0.5$0
Mary W McLaughlinTrustee0.5$0
Lisa Snow WadeTrustee0.5$0
John UdaloyTrustee0.5$0
Gary WoodsTrustee0.5$0
Douglas S HatfieldChairman0.5$0
Tracy J JuddVP/CFO Uccrc1$0$169k$7k

About

Legal name
Havenwood-Heritage Heights Trust Fund
EIN
020366556
Address
33 Christian Ave, Concord, NH, 03301-6128
State
New Hampshire
Mission
To provide financial support to the United Church of Christ Retirement Community and its residents. (as filed on the Form 990)
Activity (NTEE)
P110 Human services
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Human Services
Size band
8 (IRS master file code)
Formed
1982
Principal officer
Michael A Palmieri (as named on the Form 990)
IRS ruling date
1 January 1983
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2024
IRS Publication 78
SOUNK (contributions deductible)

Most connected

Related organisations (Schedule R)

RelatedRetirement communityUnited Church of Christ Retirement Community Inc dba Havenwood-Heritage Ht

Longest observed on the filings

≥8years on the filingsDouglas S Hatfield Esq
≥8years on the filingsEdward R Mackay
≥8years on the filingsGary Woods
≥8years on the filingsMary W McLaughlin

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$32.2m
Total liabilities
$149k
Net assets or fund balances
$32.1m
Contributions and grants received
$9k
Program service revenue
$0
Grants and similar paid out
$416k
Employees
0
Volunteers
6

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$2.7m$630k$2.1m

As filed on the IRS Form 990. US dollars.

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
United Church of Christ Retirement Community IncSupport of residents and the Community$416k