MFS INVESTMENT MANAGEMENT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MFS INVESTMENT MANAGEMENT FOUNDATION INC (EIN 87-1687549)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-04
- IRS object ID
- 202542479349101229
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-04T15:40:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 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 | 2025-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $20,230,006 | 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 | $7,721,789 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $715,083 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $715,083 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,436,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $715,083 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $9,799 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $19,889 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,889 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $93,538 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $93,538 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $123,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,721,759 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,721,759 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,844,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,835,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,591,887 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $715,083 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,638,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,230,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,230,006 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $13,638,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,230,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,230,006 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,638,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,230,006 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,638,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,230,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,638,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,230,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,638,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,591,887 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,230,006 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,230,006 | 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 | $9,940 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,940 | SubtotalAmt |
| Tax Based On Investment Income | $9,940 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,440 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,940 | 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 Floor | Boston | MA | 02199 | Clerk, Dir | 1.0 | $0 | $0 | $0 |
| Amrit A Kanwal | ||||||||
| 111 Huntington Ave 21st Floor | Boston | MA | 02199 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Mark A Leary | ||||||||
| 111 Huntington Ave 21st Floor | 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 | $51,500 | 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 | $14,300,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,300,289 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,300,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $214,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,085,785 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $704,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $704,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,940 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,940 | TotalTaxAmt |
| Distributable Before Adj | $694,349 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $694,349 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $694,349 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,835,186 | 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 | $1,835,186 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $694,349 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $147,518 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $721,444 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $868,962 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,835,186 | QualifyingDistributionsAmt |
| Applied To Current Year | $694,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,140,837 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,009,799 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,009,799 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $147,518 | ExcessFromYear2Amt |
| Excess From Year1 | $721,444 | ExcessFromYear1Amt |
| Excess From Current Year | $1,140,837 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 1685 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $2,000 |
| AMERICAN FRIENDS OF UN TECHO PARA MI PAIS INC | |||||||
| 1951 NW 7TH AVE STE 600 | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 101 STA LANDING SUITE 510 | MEDFORD | MA | 02155 | N/A | PC | General & Unrestricted | $50,000 |
| AMERICAN ONLINE GIVING FOUNDATION INC | |||||||
| 40 EAST MAIN ST SUITE 887 | NEWARK | DE | 19711 | N/A | PC | General & Unrestricted | $747,760 |
| AYOTI FOUNDATION INCORPORATION | |||||||
| 23 GOODNOW LN | FRAMINGHAM | MA | 01702 | N/A | PC | General & Unrestricted | $3,333 |
| BAGLY INC | |||||||
| 28 COURT SQ | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $10,000 |
| BOSTON CASA INC | |||||||
| 85 MERRIMAC ST STE 401 | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $15,000 |
| BOYS AND GIRLS CLUBS OF BOSTON INC | |||||||
| 200 HIGH ST LBBY 3 | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $5,000 |
| BRIDGE OVER TROUBLED WATERS INC | |||||||
| 47 WEST ST | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $2,000 |
| CHARLES RIVER CLEAN UP BOAT | |||||||
| 4 COPLEY PL 4155 | BOSTON | MA | 02116 | N/A | PC | General & Unrestricted | $1,000 |
| 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 | $100,000 |
| EMPOWER-EMERGING MARKETS FOUNDATION | |||||||
| 106 W 32ND ST | NEW YORK | NY | 10001 | N/A | PC | EMpower Annual Dinner - Impact Sponsor Donation | $25,000 |
| GOLDEN OPPORTUNITIES FOR INDEPENDENCE | |||||||
| 323 HIGH ST | WALPOLE | MA | 02081 | N/A | PC | General & Unrestricted | $7,500 |
| GREATER BOSTON LEGAL SERVICES INC | |||||||
| 197 FRIEND ST | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $5,000 |
| HOPE AND COMFORT INC | |||||||
| 659 HIGHLAND AVE | NEEDHAM | MA | 02494 | N/A | PC | General & Unrestricted | $10,000 |
| HORIZONS FOR HOMELESS CHILDREN INC | |||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | N/A | PC | General & Unrestricted | $150,000 |
| 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 | $2,000 |
| MULTICULTURAL AIDS COALITION INC | |||||||
| 7 PALMER ST STE 3 | BOSTON | MA | 02119 | N/A | PC | General & Unrestricted | $15,000 |
| NEXT 18 INC | |||||||
| 503 W DEAN RD | FOX POINT | WI | 53217 | N/A | PC | General & Unrestricted | $2,500 |
| PRADIYA FOUNDATION | |||||||
| 2173 MASSACHUSETTS AVE | LEXINGTON | MA | 02421 | N/A | PC | General & Unrestricted | $5,000 |
| PREPARATORY FOUNDATION INC | |||||||
| 885 RIVER ST | HYDE PARK | MA | 02136 | N/A | PC | Persistence Project | $50,000 |
| PROJECT CITIZENSHIP INC | |||||||
| 11 BEACON ST STE 1210 | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $5,000 |
| REMEMBERUSORG | |||||||
| 24 ALLERTON ST | PLYMOUTH | MA | 02360 | N/A | PC | General & Unrestricted | $2,000 |
| SALVATION ARMY | |||||||
| 25 SHAWMUT RD | CANTON | MA | 02021 | N/A | PC | General & Unrestricted | $25,000 |
| SIFMA FOUNDATION FOR INVESTOR EDUCATION FIE INC | |||||||
| 140 BROADWAY 35TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $75,000 |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVE | BOSTON | MA | 02120 | N/A | PC | General & Unrestricted | $50,000 |
| TEACH A KID MAKE INDIVIDUAL LIFE | |||||||
| 4109 CLIFFS EDGE LN | LOUISVILLE | KY | 40241 | N/A | PC | General & Unrestricted | $3,333 |
| THE BASEBALL INC | |||||||
| 150 SHIRLEY ST | ROXBURY | MA | 02119 | N/A | PC | General & Unrestricted | $5,000 |
| THE BOTTOM LINE INC | |||||||
| 500 AMORY ST STE 3 | BOSTON | MA | 02130 | N/A | PC | General & Unrestricted | $25,000 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LN 10TH FLR | NEW YORK | NY | 10038 | N/A | PC | Brazil Floods Fund | $10,000 |
| UPWARD PROJECT | |||||||
| 65 MORA ST | DORCHESTR CTR | MA | 02124 | N/A | PC | General & Unrestricted | $10,000 |
| VALEDICTORIAN PROJECT INC | |||||||
| 30 STONELEIGH CIR | WATERTOWN | MA | 02472 | N/A | PC | General & Unrestricted | $20,000 |
| VT SEVA | |||||||
| 222 DEY ROAD STE B | CRANBURY | NJ | 08512 | N/A | PC | General & Unrestricted | $3,333 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | Climate Disaster Fund | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,721,759 | 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 | $715,083 | 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 | $715,083 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $715,083 | 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 | $7,721,789 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $51,500 | $51,500 |
| Indemnification Insurance | $41,538 | $41,538 |
| State or Local Filing Fees | $500 | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $7,500 |
| 990-PF Excise Tax for 2023 | $2,299 |