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 |
|---|---|---|---|---|
| NEW ENGLAND HISTORICAL GENEALOGICAL SOCIETYBOSTON, MA | GENERAL SUPPORT | $2,000 | 2020 | |
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 |
| $1,500 |
| 2020 |
| GREATER BOSTON FOOD BANKMatched to this organization because 39 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.BOSTON, MA | GENERAL SUPPORT | $1,000 | 2020 |
| PENOBSCOT MARINE MUSEUMSEARSPORT, ME | GENERAL SUPPORT | $1,000 | 2020 |
| NEW ENGLAND BAPTIST HOSPITALROXBURY CROSSING, MA | GENERAL FUND | $1,000 | 2020 |
| STEPHEN D PAINE SCHOLARSHIP - BOSTON ART DEALERSBOSTON, MA | GENERAL SUPPORT | $1,000 | 2021 |
| AMERICAN CANCER SOCIETY NEW ENGLAND DIVISIONFRAMINGHAM, MA | GENERAL SUPPORT | $1,000 | 2020 |
| NEW BEDFORD WHALING MUSEUMNEW BEDFORD, MA | GENERAL SUPPORT | $1,000 | 2020 |
| BOSTON CHILDREN'S HOSPITALBOSTON, MA | GENERAL SUPPORT | $1,000 | 2020 |
| MAINE COAST HERITAGE TRUSTTOPSHAM, ME | GENERAL SUPPORT | $1,000 | 2020 |
| PROCTOR ACADEMYANDOVER, NH | GENERAL SUPPORT | $1,000 | 2020 |
| WATERMAN'S COMMUNITY CENTERMatched to this organization because 3 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.NORTH HAVEN, ME | GENERAL SUPPORT | $1,000 | 2020 |
| CONSERVATION LAW FOUNDATIONBOSTON, MA | GENERAL SUPPORT | $1,000 | 2020 |
| BOSTON SYMPHONY ORCHESTRABOSTON, MA | GENERAL SUPPORT | $1,000 | 2020 |
| ASSOC BOSTON PUBLIC LIBRARYBOSTON, MA | GENERAL SUPPORT | $1,000 | 2020 |
| NEW ENGLAND AQUARIUMBOSTON, MA | GENERAL SUPPORT | $1,000 | 2020 |
| SHERBORN RURAL LAND FOUNDATIONSHERBON, MA | GENERAL SUPPORT | $1,000 | 2020 |
| BOSTON ATHENAEUMMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2022. Counted Oct 9, 2026.BOSTON, MA | GENERAL SUPPORT | $525 | 2020 |
| NORTH HAVEN HISTORICAL SOCIETYNORTH HAVEN, ME | GENERAL SUPPORT | $500 | 2021 |
| MASSACHUSETTS EYE AND EAR INSTITUTEBOSTON, MA | GENERAL SUPPORT | $500 | 2020 |
| DISCOVERING JUSTICEMatched 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 | $500 | 2021 |
| THE APPRENTICESHOPROCKLAND, ME | GENERAL SUPPORT | $500 | 2020 |
| NORTH BENNETT STREET SCHOOLBOSTON, MA | GENERAL SUPPORT | $500 | 2020 |
| SEA EDUCATION ASSOCIATIONWOODSHOLE, MA | GENERAL SUPPORT | $500 | 2021 |
| NEW ENGLAND FORESTRY FOUNDATIONLITTLETON, MA | GENERAL SUPPORT | $500 | 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.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202443209349102739
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202311359349102551
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202231369349103278
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202111379349100681
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202021899349102212
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.