Havenwood-Heritage Heights Trust Fund
To provide financial support to the United Church of Christ Retirement Community and its residents.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$32.2M
+8.4% YoY
Annual Giving
$416K
-39.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$416K
-39.1% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $32,213,395 | $29,724,202 | $26,540,127 |
| Revenue | $2,734,692 | $821,907 | $1,478,237 |
| Expenses | $630,084 | $904,691 | $712,400 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,726,166 | $808,483 | $1,465,439 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Havenwood-Heritage Heights Trust Fund fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Michael A Palmieri CEO UCCRC | President/CEO, Ex Officio | 1 | — |
| Edward R MacKay | Trustee | 0.5 | — |
| Mary W McLaughlin | Trustee | 0.5 | — |
| Lisa Snow Wade | Trustee | 0.5 | — |
| John Udaloy | Trustee | 0.5 | — |
| Gary Woods | Trustee | 0.5 | — |
| Douglas S Hatfield | Chairman | 0.5 | — |
| Tracy J Judd | VP/CFO UCCRC | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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