MFS INVESTMENT MANAGEMENT FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MFS INVESTMENT MANAGEMENT FOUNDATION INC (EIN 87-1687549)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-07-18
IRS object ID: 202402009349100425
Schema version: 2023v5.1
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
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-07-18T22:00:23-05:00	ReturnTs
Tax Period End	2023-12-31	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	2023-01-01	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 Ave 21st FL	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02199	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARK LEARY	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2024-07-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARK	PersonFirstNm
Person Last	LEARY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$13,638,119	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	$3,043,538	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$539,482	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$539,482	InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$3,583,020	TotalRevAndExpnssAmt
Total Net Invst Incm	$539,482	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$750	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$750	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$6,024	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$94,658	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$94,658	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$101,432	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$95,408	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,180,548	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,180,548	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,281,980	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,275,956	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,301,040	ExcessRevenueOverExpensesAmt
Net Investment Income	$539,482	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$11,337,079	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$13,638,119	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$13,638,119	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$11,337,079	TotalAssetsBOYAmt
Total Assets EOY	$13,638,119	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,638,119	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$11,337,079	RetainedEarningBOYAmt
Retained Earning EOY	$13,638,119	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$11,337,079	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$13,638,119	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$11,337,079	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$13,638,119	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$11,337,079	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,301,040	ExcessRevenueOverExpensesAmt
Subtotal	$13,638,119	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$13,638,119	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	$7,499	InvestmentIncomeExciseTaxAmt
Subtotal	$7,499	SubtotalAmt
Tax Based On Investment Income	$7,499	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,200	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$2,299	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$7,499	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt

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 (3 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
Heidi W Hardin
111 Huntington Ave 21st FL	Boston	MA	02199	Clerk, Dir	1.0	$0	$0	$0
Amrit A Kanwal
111 Huntington Ave 21st FL	Boston	MA	02199	Dir, Treas	1.0	$0	$0	$0
Mark A Leary
111 Huntington Ave 21st FL	Boston	MA	02199	Dir, Pres	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 3rd Fl	AddressLine1Txt
City	Fairfield	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06824	ZIPCd

Field	Value	IRS element (for citing)
Service Type	Administrative	ServiceTypeTxt
Compensation	$53,000	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	$11,411,384	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$11,411,384	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$11,411,384	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$171,171	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$11,240,213	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$562,011	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$562,011	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$7,499	TaxBasedOnInvestmentIncomeAmt
Total Tax	$7,499	TotalTaxAmt
Distributable Before Adj	$554,512	DistributableBeforeAdjAmt
Distributable Before Ded	$554,512	DistributableBeforeDedAmt
Distributable As Adjusted	$554,512	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,275,956	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	$1,275,956	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$554,512	DistributableAsAdjustedAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Excess Distribution Cyov Yr1	$147,518	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$147,518	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,275,956	QualifyingDistributionsAmt
Applied To Current Year	$554,512	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$721,444	RemainingDistriFromCorpusAmt
Total Corpus	$868,962	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$868,962	ExcessDistriCyovToNextYrAmt
Excess From Year1	$147,518	ExcessFromYear1Amt
Excess From Current Year	$721,444	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 (26 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
AMERICAN FRIENDS OF NATAL INC
1120 AVE OF THE AMERICAS 4TH FL	NEW YORK	NY	10036	N/A	PC	General & Unrestricted	$30,000
AMERICAN ONLINE GIVING FOUNDATION INC
40 EAST MAIN ST SUITE 887	NEWARK	DE	19711	N/A	PC	General & Unrestricted	$563,675
AMERICAN RED CROSS - MASSACHUSETTS REGIONAL HEADQU
101 STA LANDING SUITE 510	MEDFORD	MA	02155	N/A	PC	General & Unrestricted	$100,000
BOYS & GIRLS CLUB OF STONEHAM INC
15 DALE CT	STONEHAM	MA	02180	N/A	PC	General & Unrestricted	$5,000
BOYS AND GIRLS CLUBS OF BOSTON INC
200 HIGH ST LBBY 3	BOSTON	MA	02110	N/A	PC	General & Unrestricted	$3,500
CITY YEAR INC
287 COLUMBUS AVE	BOSTON	MA	02116	N/A	PC	General & Unrestricted	$200,000
CRADLES TO CRAYONS INC
281 NEWTONVILLE AVE	NEWTON	MA	02460	N/A	PC	General & Unrestricted	$50,000
GIRLS INCORPORATED OF GREATER LOWELL
220 WORTHEN ST	LOWELL	MA	01852	N/A	PC	General & Unrestricted	$500
JUMPSTART FOR YOUNG CHILDREN INC
308 CONGRESS ST 6TH FL	BOSTON	MA	02210	N/A	PC	General & Unrestricted	$25,000
LETTERS AGAINST ISOLATION INC
94 PINCKNEY ST	BOSTON	MA	02114	N/A	PC	General & Unrestricted	$1,000
MALDEN WARMING CENTER
529 EASTERN AVE	MALDEN	MA	02148	N/A	PC	General & Unrestricted	$5,000
MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH
50 FEDERAL ST 6TH FL	BOSTON	MA	02110	N/A	PC	General & Unrestricted	$500
NEIGHBORHOOD VILLAGES INC
64 SIGOURNEY ST	JAMAICA PLAIN	MA	02130	N/A	PC	General & Unrestricted	$10,000
NEW ENGLAND AQUARIUM CORPORATION
CENTRAL WHARF	BOSTON	MA	02110	N/A	PC	General & Unrestricted	$2,500
ONE TREE PLANTED INC
145 PINE HAVEN RD 1000D	SHELBURNE	VT	05482	N/A	PC	General & Unrestricted	$1,000
PEOPLES FUND
PO BOX 4163	HONOLULU	HI	96812	N/A	PC	General & Unrestricted	$11,000
PINE STREET INN INC
444 HARRISON AVE	BOSTON	MA	02118	N/A	PC	General & Unrestricted	$1,000
REMEMBERUSORG
24 ALLERTON ST	PLYMOUTH	MA	02360	N/A	PC	General & Unrestricted	$1,000
ROXBURY STONE HOUSE INC
PO BOX 300039	JAMAICA PLAIN	MA	02130	N/A	PC	General & Unrestricted	$15,000
SAHELI INC
PO BOX 1345	BURLINGTON	MA	01803	N/A	PC	General & Unrestricted	$10,000
SQUASHBUSTERS INC
795 COLUMBUS AVE	BOSTON	MA	02120	N/A	PC	General & Unrestricted	$50,000
THE BASEBALL INC
150 SHIRLEY ST	ROXBURY	MA	02119	N/A	PC	General & Unrestricted	$3,400
THE UK ONLINE GIVING FOUNDATION
				N/A	PC	General & Unrestricted	$1,473	4 MORE LONDON RIVERSIDE	LONDON	UK	SE1 2AU
UNITED STATES FUND FOR UNICEF
125 MAIDEN LN 10TH FLR	NEW YORK	NY	10038	N/A	PC	General & Unrestricted	$30,000
VALEDICTORIAN PROJECT INC
30 STONELEIGH CIR	WATERTOWN	MA	02472	N/A	PC	General & Unrestricted	$20,000
WORLD CENTRAL KITCHEN INCORPORATED
200 MASSACHUSETTS AVE NW 7TH FL	WASHINGTON	DC	20001	N/A	PC	General & Unrestricted	$40,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,180,548	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	$539,482	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	$539,482	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$539,482	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	$3,043,538	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees	$53,000	$53,000
Indemnification Insurance	$41,538	$41,538
Postage/Delivery Service	$50	$50
State or Local Filing Fees	$70	$70

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Philanthropic Consulting Srvcs	CategoryTxt
Amt	$750	Amt
Disbursements Charitable Prps	$750	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
990-PF Estimated Tax for 2023	$5,200
990-PF Excise Tax for 2022	$824