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Nonprofit · EIN 87-1687549

MFS INVESTMENT MANAGEMENT FOUNDATION INC

Tax-exempt · BOSTON, MA 02199

Financials

$3.6M$1.3M2023$8.4M$1.8M2024$17.2M$2.4M2025
Revenue Expenses · by fiscal year end
Financials of MFS INVESTMENT MANAGEMENT FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$17,177,459$2,379,986$14,797,473$35,126,352$0$35,126,352
December 31, 2024990-PF$8,436,872$1,844,985$6,591,887$20,230,006$0$20,230,006
December 31, 2023990-PF$3,583,020$1,281,980$2,301,040$13,638,119$0$13,638,119
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$16,156,013
Interest
$1,021,446

Expenses

Grants and similar amounts paid
$2,254,762
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,367,246
Excise tax on investment income
$14,198

Balance sheet and other

Total assets, start of year
$20,230,006
Total assets, end of year
$35,126,352
Total liabilities, end of year
$0
Net assets, end of year
$35,126,352
Fair market value of assets
$35,126,352
Qualifying distributions
$2,367,246
Net investment income
$1,021,446

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.

NameTitleHours / weekCompensation
Anne Marie Bernard
111 Huntington Avenue 21st Floor, Boston, MA 02199
Dir, Pres1$0
Christopher R Bohane
111 Huntington Avenue 21st Floor, Boston, MA 02199
Clerk1$0
Scott A Chin
111 Huntington Avenue 21st Floor, Boston, MA 02199
Assistant Treas1$0
John M Corcoran
111 Huntington Avenue 21st Floor, Boston, MA 02199
Dir, Treas1$0
Heidi W Hardin
111 Huntington Avenue 21st Floor, Boston, MA 02199
Clerk, Dir1$0
Sean Kenney
111 Huntington Avenue 21st Floor, Boston, MA 02199
Dir1$0
Susan Pereira
111 Huntington Avenue 21st Floor, Boston, MA 02199
Assistant Clerk1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Heidi W Hardin
111 Huntington Ave 21st Floor, Boston, MA 02199
Clerk, Dir1$0
Amrit A Kanwal
111 Huntington Ave 21st Floor, Boston, MA 02199
Dir, Treas1$0
Mark A Leary
111 Huntington Ave 21st Floor, Boston, MA 02199
Dir, Pres1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Heidi W Hardin
111 Huntington Ave 21st FL, Boston, MA 02199
Clerk, Dir1$0
Amrit A Kanwal
111 Huntington Ave 21st FL, Boston, MA 02199
Dir, Treas1$0
Mark A Leary
111 Huntington Ave 21st FL, Boston, MA 02199
Dir, Pres1$0

Address and contacts

Address (IRS master file)
111 HUNTINGTON AVENUE 21ST FLOOR, BOSTON, MA 02199-7610
In care of
% FOUNDATION SOURCE
Signed the 990-PF
John Corcoran, Treasurer
Phone
(800) 839-1754
Return prepared by
Foundation Source

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-1687549
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$35,126,352
Income (IRS master file)
$17,177,459

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$17,177,459$2,379,986$35,126,352XML
990-PFDecember 2024$8,436,872$1,844,985$20,230,006XML
990-PFDecember 2023$3,583,020$1,281,980$13,638,119XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 87-1687549).

Questions about MFS INVESTMENT MANAGEMENT FOUNDATION INC

What is the EIN of MFS INVESTMENT MANAGEMENT FOUNDATION INC?
The employer identification number (EIN) of MFS INVESTMENT MANAGEMENT FOUNDATION INC is 87-1687549.
Is MFS INVESTMENT MANAGEMENT FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to MFS INVESTMENT MANAGEMENT FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MFS INVESTMENT MANAGEMENT FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MFS INVESTMENT MANAGEMENT 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 MFS INVESTMENT MANAGEMENT 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 MFS INVESTMENT MANAGEMENT FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does MFS INVESTMENT MANAGEMENT FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,177,459, expenses of $2,379,986 and total assets of $35,126,352 at year end.

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