Civic Intelligence

Highland Partners Charitable Fund

990T • Fiscal year 2023 • EIN 83-2813823

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
Bowditchdewey 101federal St 1405Boston, MA 02110

(617) 757-6517

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2019: $53,432,008Liabilities 2019: $02019Assets 2020: $52,572,555Liabilities 2020: $1Net Assets 2020: $52,572,5552020Assets 2021: $55,157,934Liabilities 2021: $129,325Net Assets 2021: $55,028,6092021Assets 2022: $53,466,126Liabilities 2022: $213,896Net Assets 2022: $53,252,2302022Assets 2023: $54,856,994Liabilities 2023: $129,449Net Assets 2023: $54,727,5452023Assets 2024: $55,242,319Liabilities 2024: $183,711Net Assets 2024: $55,058,6082024

Latest loaded filing

2024

Assets$55,242,319
Liabilities$183,711
Net Assets$55,058,608
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $1,305,523Expenses 2019: $2,164,950Net Income 2019: -$859,4272019Revenue 2020: $3,031,511Expenses 2020: $1,164,755Net Income 2020: $1,866,7562020Revenue 2021: $5,461,987Expenses 2021: $2,014,802Net Income 2021: $3,447,1852021Revenue 2022: $1,764,021Expenses 2022: $3,540,400Net Income 2022: -$1,776,3792022Revenue 2023: $4,788,851Expenses 2023: $3,313,536Net Income 2023: $1,475,3152023Revenue 2024: $3,906,863Expenses 2024: $3,575,800Net Income 2024: $331,0632024

Latest loaded filing

2024

Revenue$3,906,863
Expenses$3,575,800
Net Income$331,063
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Highland Partners Charitable Fund
EIN
83-2813823
Phone
6177576517
Address
BOWDITCHDEWEY 101FEDERAL ST 1405, BOSTON, MA 02110

Signing Officer

Name
Samuel C Sichko
Title
Trustee
Phone
6177576517
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
Leanne Stafford
Phone
7819375300
Raw XML Appendix147 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.2$0.18$55.1$3.91$3.58$0.33
2023Detailed filing. Detailed filing data is available for this year.$54.9$0.13$54.7$4.79$3.31$1.48
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$53.5$0.21$53.3$1.76$3.54$1.78
2021Detailed filing. Detailed filing data is available for this year.$55.2$0.13$55.0$5.46$2.01$3.45
2020Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$3.03$1.16$1.87
2019Summary only. Only limited summary data is available for this year.$53.4$0.00$1.31$2.16$0.86