MFS INVESTMENT MANAGEMENT FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MFS INVESTMENT MANAGEMENT FOUNDATION INC (EIN 87-1687549)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-30
- IRS object ID
- 202632119349100018
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-30T12:57:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871687549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MFS Investment Management Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MFSI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Huntington Avenue 21st Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Corcoran | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,126,352 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,156,013 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,021,446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,021,446 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,177,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,021,446 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $12,740 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $20,510 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,510 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91,974 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $91,974 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $125,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $112,484 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,254,762 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,254,762 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,379,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,367,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,797,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,021,446 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,230,006 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,126,352 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,126,352 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $20,230,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,126,352 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,126,352 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $20,230,006 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,126,352 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,230,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,126,352 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,230,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,126,352 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,230,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,797,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $98,873 | OtherIncreasesAmt |
| Subtotal | $35,126,352 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $35,126,352 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,198 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,198 | SubtotalAmt |
| Tax Based On Investment Income | $14,198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,898 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,198 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Anne Marie Bernard | ||||||||
| 111 Huntington Avenue 21st Floor | Boston | MA | 02199 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Christopher R Bohane | ||||||||
| 111 Huntington Avenue 21st Floor | Boston | MA | 02199 | Clerk | 1.0 | $0 | $0 | $0 |
| Scott A Chin | ||||||||
| 111 Huntington Avenue 21st Floor | Boston | MA | 02199 | Assistant Treas | 1.0 | $0 | $0 | $0 |
| John M Corcoran | ||||||||
| 111 Huntington Avenue 21st Floor | Boston | MA | 02199 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Heidi W Hardin | ||||||||
| 111 Huntington Avenue 21st Floor | Boston | MA | 02199 | Clerk, Dir | 1.0 | $0 | $0 | $0 |
| Sean Kenney | ||||||||
| 111 Huntington Avenue 21st Floor | Boston | MA | 02199 | Dir | 1.0 | $0 | $0 | $0 |
| Susan Pereira | ||||||||
| 111 Huntington Avenue 21st Floor | Boston | MA | 02199 | Assistant Clerk | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive STE 302 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $52,013 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,566,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,566,485 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,566,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $383,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,182,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,259,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,259,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,198 | TotalTaxAmt |
| Distributable Before Adj | $1,244,951 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $98,873 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,343,824 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,343,824 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,367,246 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,367,246 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,343,824 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $147,518 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $721,444 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,140,837 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,009,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,367,246 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,343,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,023,422 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,033,221 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,033,221 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $147,518 | ExcessFromYear3Amt |
| Excess From Year2 | $721,444 | ExcessFromYear2Amt |
| Excess From Year1 | $1,140,837 | ExcessFromYear1Amt |
| Excess From Current Year | $1,023,422 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 1685 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted (See general explanation attachment) | $3,416 |
| AMERICAN CANCER SOCIETY | |||||||
| 3 SPEEN ST SUITE 250 | FRAMINGHAM | MA | 01701 | N/A | PC | General & Unrestricted | $15,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 180 RUSTCRAFT RD | DEDHAM | MA | 02026 | N/A | PC | General & Unrestricted | $50,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 180 RUSTCRAFT RD | DEDHAM | MA | 02026 | N/A | PC | Emergency Response Fund | $25,000 |
| AMERICAN ONLINE GIVING FOUNDATION INC | |||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | General & Unrestricted | $999,998 |
| BAGLY INC | |||||||
| 28 COURT SQ | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $10,000 |
| BOSTON CASA INC | |||||||
| 151 MERRIMAC ST STE 200 | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $10,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | |||||||
| 38 ASH ST | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $10,000 |
| BOSTON MEDICAL CENTER CORPORATION | |||||||
| 960 MASSACHUSETTS AVE 2ND FL | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $125,000 |
| BOSTON PUBLIC LIBRARY FUND INC | |||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | N/A | PC | General & Unrestricted | $25,000 |
| BREAKTHROUGH T1D | |||||||
| PO BOX 5021 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $2,500 |
| BRIDGE OVER TROUBLED WATERS INC | |||||||
| 47 WEST ST | BOSTON | MA | 02111 | N/A | PC | Carol Geremia Scholarship Fund | $25,000 |
| BUNKER HILL COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 250 NEW RUTHERFORD AVE | BOSTON | MA | 02129 | N/A | PC | General & Unrestricted | $2,500 |
| CATIES CLOSET INC | |||||||
| 28 LOON HILL RD | DRACUT | MA | 01826 | N/A | PC | General & Unrestricted | $1,250 |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | N/A | PC | General & Unrestricted | $240,000 |
| COLINS JOY PROJECT | |||||||
| 141 M ST UNIT 1 | BOSTON | MA | 02127 | N/A | PC | General & Unrestricted | $1,250 |
| COUNCIL FOR ECONOMIC EDUCATION | |||||||
| 122 E 42ND ST RM 1012 | NEW YORK | NY | 10168 | N/A | PC | Students CFA courses | $790 |
| COUNCIL FOR ECONOMIC EDUCATION | |||||||
| 122 E 42ND ST RM 1012 | NEW YORK | NY | 10168 | N/A | PC | To support teachers attending financial literacy training Program | $7,200 |
| CRADLES TO CRAYONS INC | |||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | N/A | PC | General & Unrestricted | $100,000 |
| DREAM BIG INC | |||||||
| 21 HIGHLAND CIR | NEEDHAM | MA | 02494 | N/A | PC | General & Unrestricted | $1,500 |
| FIRST DESCENTS | |||||||
| 621 KALAMATH ST STE 175 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $3,000 |
| George Keverian School | |||||||
| 20 NICHOLS ST | Everett | MA | 02149 | N/A | GOV | General & Unrestricted (See General Explanation Attachment) | $1,569 |
| GOLDEN OPPORTUNITIES FOR INDEPENDENCE | |||||||
| 323 HIGH ST | WALPOLE | MA | 02081 | N/A | PC | General & Unrestricted | $12,000 |
| GREATER BOSTON CHAMBER OF COMMERCE FOUNDATION INC | |||||||
| 265 FRANKLIN ST | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $35,000 |
| HOPE AND COMFORT INC | |||||||
| 33 4TH AVE | NEEDHAM | MA | 02494 | N/A | PC | General & Unrestricted | $25,000 |
| HORIZONS FOR HOMELESS CHILDREN INC | |||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | N/A | PC | General & Unrestricted | $152,450 |
| HORIZONS FOR HOMELESS CHILDREN INC | |||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | N/A | PC | Funds to Purchase Catering and Supplies for the annual summer celebration | $8,091 |
| HORIZONS FOR HOMELESS CHILDREN INC | |||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | N/A | PC | Field trip to the Boston Museum of Science | $862 |
| James W Hennigan School | |||||||
| 200 HEATH ST | Jamaica Plain | MA | 02130 | N/A | GOV | General & Unrestricted (See General Explanation Attachment) | $1,559 |
| MALDEN WARMING CENTER | |||||||
| 529 EASTERN AVE | MALDEN | MA | 02148 | N/A | PC | General & Unrestricted | $5,000 |
| MIDAS COLLABORATIVE INC | |||||||
| 77 FRANKLIN ST FL 9 | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $1,000 |
| NEIGHBORHOOD VILLAGES INC | |||||||
| PO BOX 240154 | BOSTON | MA | 02124 | N/A | PC | General & Unrestricted | $20,000 |
| NEXT 18 INC | |||||||
| 503 W DEAN RD | MILWAUKEE | WI | 53217 | N/A | PC | General & Unrestricted | $3,500 |
| PROJECT CITIZENSHIP INC | |||||||
| 11 BEACON ST STE 1210 | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $5,000 |
| ROXBURY STONE HOUSE INC | |||||||
| PO BOX 300039 | JAMAICA PLAIN | MA | 02130 | N/A | PC | General & Unrestricted | $20,000 |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVE | BOSTON | MA | 02120 | N/A | PC | General & Unrestricted (See General Explanation Attachment) | $5,976 |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVE | BOSTON | MA | 02120 | N/A | PC | General & Unrestricted | $100,000 |
| ST MARY'S WOMEN AND CHILDRENS CENTER INC | |||||||
| 90 CUSHING AVE | DORCHESTER | MA | 02125 | N/A | PC | General & Unrestricted | $5,000 |
| TEACH A KID MAKE INDIVIDUAL LIFE | |||||||
| 4109 CLIFFS EDGE LN | LOUISVILLE | KY | 40241 | N/A | PC | General & Unrestricted | $3,333 |
| TENACITY INC | |||||||
| 38 EVERETT ST LOWER LEVEL | BOSTON | MA | 02134 | N/A | PC | General & Unrestricted | $50,000 |
| THE GREATER BOSTON FOOD BANK INC | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted (See General Explanation Attachment) | $12,852 |
| TOASTMASTERS INTERNATIONAL | |||||||
| 15 WALLACE RD | WAYLAND | MA | 01778 | N/A | PC | General & Unrestricted | $4,000 |
| UPWARD PROJECT | |||||||
| 65 MORA ST | DORCHESTR CTR | MA | 02124 | N/A | PC | General & Unrestricted | $12,500 |
| VALEDICTORIAN PROJECT INC | |||||||
| 30 STONELEIGH CIR | WATERTOWN | MA | 02472 | N/A | PC | General & Unrestricted | $30,000 |
| VT SEVA | |||||||
| PO BOX 1125 | COPPELL | TX | 75019 | N/A | PC | General & Unrestricted | $6,666 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,254,762 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,021,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,021,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,021,446 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MFS Investment Management | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Huntington Ave | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,156,013 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | In-Kind Grants | IdentifierTxt |
| Form And Line Reference | PART I LINE 25 AND PART XIV LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF FOOD: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $14,122 TOTAL BOOK VALUE OF PROPERTY: $14,122 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $14,122 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $(0) DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Catered Dinner UNITS: N/A DATE OF DISTRIBUTION: 3/11/2025 GRANT RECIPIENT: American Cancer Society FMV OF PROPERTY: $1,948 BOOK VALUE OF PROPERTY: $1,948 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $1,948 DESCRIPTION OF PROPERTY: Food Delivery UNITS: N/A DATE OF DISTRIBUTION: 3/20/2025 GRANT RECIPIENT: George Keverian School FMV OF PROPERTY: $1,505 BOOK VALUE OF PROPERTY: $1,505 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $1,505 DESCRIPTION OF PROPERTY: Breakfast UNITS: N/A DATE OF DISTRIBUTION: 3/13/2025 GRANT RECIPIENT: George Keverian School FMV OF PROPERTY: $64 BOOK VALUE OF PROPERTY: $64 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $64 DESCRIPTION OF PROPERTY: Lunch UNITS: N/A DATE OF DISTRIBUTION: 5/9/2025 GRANT RECIPIENT: The Greater Boston Food Bank FMV OF PROPERTY: $1,602 BOOK VALUE OF PROPERTY: $1,602 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $1,602 DESCRIPTION OF PROPERTY: Breakfast UNITS: N/A DATE OF DISTRIBUTION: 5/7/2025 GRANT RECIPIENT: James W Hennigan School FMV OF PROPERTY: $1,559 BOOK VALUE OF PROPERTY: $1,559 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $1,559 DESCRIPTION OF PROPERTY: Dinner UNITS: N/A DATE OF DISTRIBUTION: 6/10/2025 GRANT RECIPIENT: Squashbusters Inc FMV OF PROPERTY: $5,976 BOOK VALUE OF PROPERTY: $5,976 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $5,976 DESCRIPTION OF PROPERTY: Catered Lunch UNITS: N/A DATE OF DISTRIBUTION: 7/24/2025 GRANT RECIPIENT: American Cancer Society FMV OF PROPERTY: $1,468 BOOK VALUE OF PROPERTY: $1,468 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $1,468 | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $52,013 | $52,013 |
| Indemnification Insurance | $39,461 | $39,461 |
| State or Local Filing Fees | $500 | $500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $98,873 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $10,300 |
| 990-PF Extension for 2024 | $2,440 |
Comments