Highland Partners Charitable Fund

Foundation · Grantmaker BOSTON, MA EIN: 83-2813823 Website

Highland Partners Charitable Fund is a private foundation based in Boston, Massachusetts. The organization functions as a philanthropic grantmaker supporting a diverse range of nonprofit organizations across multiple sectors and geographic regions.

Key facts about Highland Partners Charitable Fund

EIN: 83-2813823
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $3,137,776
Grants made (2024): 78
Average grant: $40,228
Median grant: $25,000
Total assets: $55,242,319
Primary geography: Massachusetts (75% of itemized 2024 grant dollars)
Accepts unsolicited proposals: No
How to apply: The foundation does not accept unsolicited applications. Full details ↓

Data from IRS Form 990-PF, 2024; updated June 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Highland Partners Charitable Fund funds

By grant dollars, the top recipient states for Highland Partners Charitable Fund's 78 itemized 2024 grants were Massachusetts (75%), Rhode Island (9%) and California (5%). The most frequent recipient cities were Boston, MA (36 grants), San Diego, CA (5 grants), La Jolla, CA (4 grants) and Newton, MA (3 grants). 100% of grants with a stated purpose were for general or operating support.

How Highland Partners Charitable Fund gives

82% of 2024 grantees were also funded in 2023. Method
Giving grew 103% from 2021 to 2024. Method
In 2024 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$55.2M

+0.7% YoY

Annual Giving

$3.1M

+8.2% YoY

Grant Count

+8.3% YoY

Avg Grant Size

$40K

-0.1% YoY

Under IRS private-foundation payout rules, Highland Partners Charitable Fund reported a distributable amount of $2.9M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The fund supports nonprofit organizations in the following areas:

Children and education
Community support
Environment
Healthcare
Individual empowerment
Arts and humanities

The foundation does not specify particular subject areas as exclusive focus areas, indicating a broad philanthropic approach across these sectors.

Grantmaking

Grant Range

$25,000

How to Apply

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Geographic Focus

Where this funder awards grants

The fund concentrates most of its grants in:

Massachusetts
California

The foundation also supports organizations in additional states including New York, Arizona, Florida, Illinois, Maryland, Oregon, Pennsylvania, Rhode Island, and Virginia.

Grant Distribution by State

Massachusetts $2.4M (75%)

Rhode Island $275K (9%)

California $165K (5%)

Pennsylvania $100K (3%)

Arizona $100K (3%)

All other $130K (4%)

Share of all 78 itemized 2024 grant dollars.

States

Arizona California Florida Illinois Massachusetts Maryland New York Oregon Pennsylvania Rhode Island Virginia

Cities

BostonSan DiegoNewtonCambridgeLa JollaBrooklineNewportBelmontPhiladelphiaWellesleyNeedhamNew YorkNortonSalemWabanAllstonAshburnMiamiPhoenixPlymouth

Financial History

Multi-year comparison from IRS filings

Total assets: $54.9–$55.2 million
Annual expenses: approximately $3.3 million
Annual revenue: approximately $4.8 million
Giving rate: 5.3% of assets

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$55,242,319	$54,856,994	$53,466,126
Revenue	$3,906,863	$4,788,851	$1,764,021
Expenses	$3,575,800	$3,313,536	$3,540,400
Qualifying Distributions	$3,137,776	$2,899,157	$2,856,800
Net Investment Income	$3,361,496	$4,376,567	$1,569,621
Distributable Amount	$2,929,697	$2,702,496	$2,715,381

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

267 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Newton Wellelsey Hospital ($275,000), Boys & Girls Club-newport County ($255,000), Greater Boston Ymca ($225,000).

Recipient	Purpose	Amount
NEWTON WELLELSEY HOSPITAL NEWTON, MA	GENERAL OPERATING SUPPORT	$275,000
BOYS & GIRLS CLUB-NEWPORT COUNTY NEWPORT, RI	GENERAL OPERATING SUPPORT	$255,000
GREATER BOSTON YMCA BOSTON, MA	GENERAL OPERATING SUPPORT	$225,000
GREATER BOSTON FOOD BANK BOSTON, MA	GENERAL OPERATING SUPPORT	$201,000
APPALACHIAN MOUNTAIN CLUB BOSTON, MA	GENERAL OPERATING SUPPORT	$180,000
MAB COMMUNITY SERVICES BROOKLINE, MA	GENERAL OPERATING SUPPORT	$150,000
SUDBURY VALLEY TRUSTEES SUDBURY, MA	GENERAL OPERATING SUPPORT	$100,000
UNIVERSITY OF PENNSYLVANIA PHILADELPHIA, PA	GENERAL OPERATING SUPPORT	$100,000
YEAR UP PHOENIX, AZ	GENERAL OPERATING SUPPORT	$100,000
CAPITAL CITY MEDICAL TEAMS SALEM, OR	GENERAL OPERATING SUPPORT	$60,525

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is managed by three uncompensated trustees:

Holly M. Bruce
Scott J. McGrath
Samuel C. Sichko

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Holly M Bruce	Trustee	12	—
Scott J Mcgrath	Trustee	12	—
Samuel C Sichko	Trustee	12	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Highland Partners Charitable Fund fund?

The fund supports nonprofit organizations in the following areas: • Children and education • Community support • Environment • Healthcare • Individual empowerment • Arts and humanities The foundation does not specify particular subject areas as exclusive focus areas, indicating a broad philanthropic approach across these sectors.

How do I apply for a grant from Highland Partners Charitable Fund?

The foundation does not accept unsolicited applications. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does Highland Partners Charitable Fund make grants?

The fund concentrates most of its grants in: • Massachusetts • California The foundation also supports organizations in additional states including New York, Arizona, Florida, Illinois, Maryland, Oregon, Pennsylvania, Rhode Island, and Virginia.

What size grants does Highland Partners Charitable Fund award?

In 2024, Highland Partners Charitable Fund awarded 78 grants totaling $3.1M — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is Highland Partners Charitable Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Highland Partners Charitable Fund reported a distributable amount of $2.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Highland Partners Charitable Fund's EIN?

Highland Partners Charitable Fund's EIN (Employer Identification Number) is 83-2813823. IRS Form 990 filing data is available on this page for 2020–2024.