Haven Trust
- Assets
- $11.5m
- Revenue
- $5.3m
- Investments
- $5.6m
- Employees
- 0
- Location
- Boston, MA
- Founding
- 03/1964
- Data as of
- 12/2023
- EIN
- 04-6053996
Organization Overview
Haven Trust is located in Boston, MA. The organization was established in 1964. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Haven Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Haven Trust generated $5.3m in total revenue. All expenses for the organization totaled $203.0k during the year ending 12/2023.
Since 2020, Haven Trust has awarded 126 individual grants totaling $157,575. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nathaniel Jeppson Trustee | 1 | $0 | |
Lisa Lewis Trustee | 1 | $0 | |
Matthew Megargel Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $5,221,118 |
| Interest on Savings | $0 |
| Dividends & Interest | $213,922 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$95,744 |
| Total Revenue | $5,339,296 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $12,724 |
| Total operating and administrative expenses | $78,045 |
| Contributions, gifts, grants paid | $125,000 |
| Total expenses and disbursements | $203,045 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,595,014 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,304,255 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $3,287,000 |
| Total assets | $11,474,349 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Haven Trust has awarded $11,000 in support to 26 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN CANCER SOCIETY PURPOSE: GENERAL SUPPORT | $100 |
ARBOR DAY FOUNDATION PURPOSE: GENERAL SUPPORT | $200 |
DANA-FARBER CANCER INSTITUTE & THE JIMMY FUND PURPOSE: GENERAL SUPPORT | $500 |
DISCOVERING JUSTICE PURPOSE: GENERAL SUPPORT | $500 |
FULLER CRAFT MUSEUM PURPOSE: GENERAL SUPPORT | $200 |
FENN SCHOOL PURPOSE: GENERAL SUPPORT | $200 |