Nonprofit · EIN 56-2615567
STATE STREET FOUNDATION INC
Tax-exempt · BOSTON, MA 02114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $25,496,473 | $26,939,096 | -$1,442,623 | $14,795,276 | $0 | $14,795,276 |
| December 31, 2024 | 990-PF | $26,008,801 | $21,829,042 | $4,179,759 | $16,237,899 | $0 | $16,237,899 |
| December 31, 2023 | 990-PF (amended) | $25,496,290 | $26,100,251 | -$603,961 | $12,058,141 | $0 | $12,058,141 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $25,000,000
- Dividends
- $496,473
Expenses
- Grants and similar amounts paid
- $26,855,393
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $26,913,393
- Excise tax on investment income
- $6,355
Balance sheet and other
- Total assets, start of year
- $16,237,899
- Total assets, end of year
- $14,795,276
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,795,276
- Fair market value of assets
- $10,361,112
- Qualifying distributions
- $26,913,393
- Net investment income
- $460,119
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN CHRISTEL ONE CONGRESS STREET, BOSTON, MA 02114 | PRESIDENT (DIRECTOR) | 20 | $0 |
| MIDORI MORIKAWA ONE CONGRESS STREET, BOSTON, MA 02114 | VICE PRESIDENT (DIRECTOR) | 5 | $0 |
| BETH SCHAEFER ONE CONGRESS STREET, BOSTON, MA 02114 | TREASURER (DIRECTOR) | 2 | $0 |
| MONICA FRANCESCHINI ONE CONGRESS STREET, BOSTON, MA 02114 | CLERK (DIRECTOR) | 2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN CHRISTEL ONE CONGRESS STREET, BOSTON, MA 02114 | PRESIDENT (DIRECTOR) | 20 | $0 |
| MIDORI MORIKAWA ONE CONGRESS STREET, BOSTON, MA 02114 | VICE PRESIDENT (DIRECTOR) | 5 | $0 |
| BETH SHAEFER ONE CONGRESS STREET, BOSTON, MA 02114 | TREASURER (DIRECTOR) | 2 | $0 |
| MONICA FRANCESCHINI ONE CONGRESS STREET, BOSTON, MA 02114 | CLERK (DIRECTOR) | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN CHRISTEL ONE CONGRESS STREET, BOSTON, MA 02114 | PRESIDENT (DIRECTOR) | 20 | $0 |
| MIDORI MORIKAWA ONE CONGRESS STREET, BOSTON, MA 02114 | VICE PRESIDENT (DIRECTOR) | 5 | $0 |
| BETH SHAEFER ONE CONGRESS STREET, BOSTON, MA 02114 | TREASURER (DIRECTOR) | 2 | $0 |
| MONICA FRANCESCHINI ONE CONGRESS STREET, BOSTON, MA 02114 | CLERK (DIRECTOR) | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1 CONGRESS STREET CAM, BOSTON, MA 02114-2010
- In care of
- % STATE STREET BANK & TRUST CO
- Signed the 990-PF
- STATE STREET FOUNDATION, PRESIDENT
- Phone
- (617) 664-0636
- Return prepared by
- STATE STREET GLOBAL ADVISORS TRUST
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-2615567
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $14,795,276
- Income (IRS master file)
- $25,511,315
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $25,496,473 | $26,939,096 | $14,795,276 | XML |
| 990-PF | December 2024 | $26,008,801 | $21,829,042 | $16,237,899 | IRS |
| 990-PF | December 2023 | $25,496,290 | $26,100,251 | $12,058,141 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2615567).
Questions about STATE STREET FOUNDATION INC
- What is the EIN of STATE STREET FOUNDATION INC?
- The employer identification number (EIN) of STATE STREET FOUNDATION INC is 56-2615567.
- Is STATE STREET FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to STATE STREET FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STATE STREET FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STATE STREET FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STATE STREET FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of STATE STREET FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does STATE STREET FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $25,496,473, expenses of $26,939,096 and total assets of $14,795,276 at year end.
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