EIN 87-1687549

MFS Investment Management Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Year formed
2022
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The MFS Investment Management Foundation is a corporate foundation located in Boston, MA. It primarily funds general and unrestricted charitable events, as well as a squash court naming rights fund in honor of Rob Manning. Its grantees include the American Online Giving Foundation Inc and others, and it made 28 grants last year.
Total revenues
$3,583,020
2023
Total expenses
$1,281,980
2023
Total assets
$13,638,119
2023
Num. employees
0
2023

Grants made by MFS Investment Management Foundation

GranteeGrant descriptionAmount
American Online Giving FoundationGeneral & Unrestricted$563,675
City YearGeneral & Unrestricted$200,000
SquashBustersGeneral & Unrestricted$50,000
...and 19 more grants made totalling $1,019,075

Personnel at MFS Investment Management Foundation

NameTitleCompensation
Mark LearyPresident$0

Financials for MFS Investment Management Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$3,043,538
Investment income and dividends$539,482
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$3,583,020

Form 990s for MFS Investment Management Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-07-18990PFView PDF
2022-122023-08-15990PFView PDF
2021-122022-11-11990PFView PDF

Organizations like MFS Investment Management Foundation

OrganizationLocationRevenue
The Fried FoundationNew York, NY$8,106,008
The Neuberger Berman FoundationNew York, NY$10,890,613
Giant Eagle FoundationPittsburgh, PA$6,503,128
Kabcenell Family FoundationPortola Valley, CA$1,616,777
The Frog Rock FoundationChappaqua, NY$1,840,914
Savings Bank of Danbury FoundationDanbury, CT$1,354,361
Lily Lai FoundationSan Diego, CA$1,873,418
Anna Sue and Bob Shaw FoundationDalton, GA$1,775,808
The Bondi FoundationGreenwich, CT$1,196,505
PulteGroup Charitable FoundationAtlanta, GA$3,401,038
Data update history
October 3, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 4, 2023
Updated personnel
Identified 3 new personnel
May 21, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsCorporate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
111 Huntington Ave 21st FL
Boston, MA 02199
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Phone
(800) 839-1754
IRS details
EIN
87-1687549
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2022
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T21: Corporate foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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