Private foundation
HAVEN TRUST
BOSTON, MAEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
BOSTON, MAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $155,447 | $101,770 | $17,280 | $11,528,026 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 34% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SEE ATTACHMENT AVARIOUS, MA | GENERAL SUPPORT | $288,950 | 2019 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nathaniel Jeppson | TRUSTEE | 1.00 | $0 |
| Lisa Lewis | TRUSTEE | 1.00 | $0 |
| Matthew Megargel | TRUSTEE | 1.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $11,528,026 |
| FY2023 | 990-PF | $5,339,296 | $203,045 | $145,629 | $11,474,349 | $11,474,349 |
| FY2022 | 990-PF | $6,255,950 | $11,784 | $2,373 | $6,338,098 | $6,338,098 |
| FY2021 | 990-PF | $2,013 | $27,320 | $13,491 | $93,932 | $93,932 |
| FY2020 | 990-PF | $261,602 | $158,155 | $148,837 | $119,239 | $119,239 |
| FY2019 | 990-PF | $203,650 | $301,627 | $298,401 | $15,792 | $15,792 |
| GENERAL SUPPORT |
| $125,000 |
| 2023 |
| MASSACHUSETTS GENERAL HOSPITALBOSTON, MA | GENERAL FUND | $15,000 | 2020 |
| THOMPSON ISLAND OUTWARD BOUNDMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.BOSTON, MA | GENERAL SUPPORT | $12,000 | 2020 |
| DOCTORS WITHOUT BORDERSMatched to this organization because 72 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.HAGERSTOWN, MD | GENERAL SUPPORT | $6,000 | 2020 |
| SAVE THE HARBOR SAVE THE BAYMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2023. Counted Oct 9, 2026.BOSTON, MA | GENERAL SUPPORT | $5,000 | 2020 |
| MIDDLESEX SCHOOLCONCORD, MA | ANNUAL FUND | $5,000 | 2020 |
| MUSEUM OF FINE ARTS BOSTONBOSTON, MA | GENERAL SUPPORT | $5,000 | 2020 |
| FOUNDATION FOR THE STUDY OF INFLAMMATORY DISEASEN BETHESDA, MD | MARTIN R. HOFFMANN FUND | $5,000 | 2020 |
| NORTH HAVEN HISTORICAL SOCIETYNORTH HAVEN, ME | GENERAL SUPPORT | $5,000 | 2020 |
| HANDS ACROSS THE SEANEWPORT, RI | GENERAL SUPPORT | $5,000 | 2020 |
| MASSACHUSETTS GENERAL HOSPITAL - DR COLEY - WANG AMBULATORY CAREBOSTON, MA | GENERAL SUPPORT | $5,000 | 2020 |
| VINALHAVEN LAND TRUSTVINALHAVEN, ME | GENERAL SUPPORT | $5,000 | 2020 |
| UNITED WAY OF MASSACHUSETTSBOSTON, MA | GENERAL SUPPORT | $5,000 | 2020 |
| CURE ALZHEIMER'S FUNDMatched to this organization because 25 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.WELLESLEY HILLS, MA | GENERAL SUPPORT | $5,000 | 2020 |
| COMMUNITY MUSIC CENTER OF BOSTONBOSTON, MA | GENERAL SUPPORT | $5,000 | 2020 |
| MASSACHUSETTS HISTORICAL SOCIETYBOSTON, MA | GENERAL SUPPORT | $5,000 | 2020 |
| CHARLES RIVER WATERSHED ASSOCWESTON, MA | GENERAL SUPPORT | $3,000 | 2020 |
| MASSACHUSETTS GENERAL HOSPITALBOSTON, MA | GENERAL SUPPORT | $2,000 | 2021 |
| ASSOC BOSTON PUBLIC LIBRARYBOSTON, MA | LITERARY LIGHTS | $2,000 | 2020 |
| AMERICAN RED CROSSBOSTON, MA | GENERAL SUPPORT | $2,000 | 2020 |
| CHARLES RIVER SCHOOLMatched to this organization because 5 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.DOVER, MA | GENERAL SUPPORT | $2,000 | 2020 |
| MASSACHUSETTS GENERAL HOSPITAL - JANE LOREIROBOSTON, MA | GENERAL SUPPORT | $2,000 | 2020 |
| MUSEUM OF SCIENCEBOSTON, MA | GENERAL SUPPORT | $2,000 | 2020 |
| WALKER HOME AND SCHOOLNEEDHAM, MA | GENERAL SUPPORT | $2,000 | 2020 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.