Nonprofit · EIN 83-2813823
HIGHLAND PARTNERS CHARITABLE FUND
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,906,863 | $3,575,800 | $331,063 | $55,242,319 | $183,711 | $55,058,608 |
| December 31, 2023 | 990-PF | $4,788,851 | $3,313,536 | $1,475,315 | $54,856,994 | $129,449 | $54,727,545 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,541,594
- Interest
- $472,909
- Net gain from sales of assets
- $1,819,030
- Other income
- $73,330
Expenses
- Grants and similar amounts paid
- $3,137,776
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,137,776
- Excise tax on investment income
- $46,725
Balance sheet and other
- Total assets, start of year
- $54,856,994
- Total assets, end of year
- $55,242,319
- Total liabilities, end of year
- $183,711
- Net assets, end of year
- $55,058,608
- Fair market value of assets
- $60,541,048
- Qualifying distributions
- $3,137,776
- Net investment income
- $3,708,113
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLY M BRUCE 45 PROVINCE ST UNIT 4902, BOSTON, MA 02108 | TRUSTEE | 12 | $0 |
| SCOTT J MCGRATH 226 KEND RD, WABAN, MA 02468 | TRUSTEE | 12 | $0 |
| SAMUEL C SICHKO C/O BOWDITH DEWEY 75 FEDERAL ST, 1000, BOSTON, MA 02110 | TRUSTEE | 12 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLY M BRUCE 45 PROVINCE ST UNIT 4902, BOSTON, MA 02108 | TRUSTEE | 12 | $0 |
| SCOTT J MCGRATH 226 KEND RD, WABAN, MA 02468 | TRUSTEE | 12 | $0 |
| SAMUEL C SICHKO C/O BOWDITH DEWEY 101 FEDERAL ST, 1405, BOSTON, MA 02110 | TRUSTEE | 12 | $0 |
Address and contacts
- Address (IRS master file)
- BOWDITCHDEWEY 75 FEDERAL ST 1000, BOSTON, MA 02110-0000
- In care of
- % BOWDITCH & DEWEY LLP
- Signed the 990-PF
- SAMUEL C SICHKO, TRUSTEE
- Phone
- (617) 757-6517
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-2813823
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $55,242,319
- Income (IRS master file)
- $4,276,403
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,906,863 | $3,575,800 | $55,242,319 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $4,788,851 | $3,313,536 | $54,856,994 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-2813823).
Questions about HIGHLAND PARTNERS CHARITABLE FUND
- What is the EIN of HIGHLAND PARTNERS CHARITABLE FUND?
- The employer identification number (EIN) of HIGHLAND PARTNERS CHARITABLE FUND is 83-2813823.
- Is HIGHLAND PARTNERS CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to HIGHLAND PARTNERS CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HIGHLAND PARTNERS CHARITABLE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HIGHLAND PARTNERS CHARITABLE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HIGHLAND PARTNERS CHARITABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HIGHLAND PARTNERS CHARITABLE FUND?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does HIGHLAND PARTNERS CHARITABLE FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,906,863, expenses of $3,575,800 and total assets of $55,242,319 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations