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Massachusetts · Private foundation

MFS Investment Management Foundation Inc

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$2.3M
Granted FY2025(still arriving)
46
Grants FY2025
35
Organizations funded FY2024
60%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$10,000
Largest grant, FY2025
$999,998
Organizations funded a year
25 to 35
FY2022 to FY2024
States reached, FY2025
10
Total assets, FY2025
$35M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 60% of the organizations MFS Investment Management Foundation Inc funded were first-time grantees, receiving 51% of its grant dollars.

New vs renewed · share of each year

In FY2024, 49% of grant dollars renewed an existing relationship; $493k went to new ones.

50%100%’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’23’24
Human ServicesInternationalPhilanthropyEducationArts & CultureYouth DevelopmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving40$1.3M45%
FY202435$974k60%
FY202325$617k72%
FY202225$399kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2022 to 2024.

Philanthropy$1.6MEducation$637kHuman Services$263kPublic Safety & Disaster$240kYouth Development$235kHousing & Shelter$171kInternational$133kFood & Nutrition$100kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

VT
WI
NY
MA
NJ
CT
CA
KY
DE
DC
HI
GA
FL

Top grantees

Largest recipients by total granted, FY2022 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 71 grantees
All grantees of MFS Investment Management Foundation Inc by total granted
GranteeTotal grantedYearsShare of their budget
City Year Inc$640,00030%
Horizons for Homeless Children$311,40321%
Squashbusters Inc$255,97642%
Cradles to Crayons Inc$250,00030%
World Central Kitchen Inc$165,00030%
American National Red Cross & Its Constituent Chapters and Branches$125,00020%
Boston Medical Center Corporation$125,00010%
Greater Boston Food Bank Inc$112,85220%
Bridge Over Troubled Waters Inc$79,04930%
Sifma Foundation for Investor Education (Fie) Inc$75,00012%
Jumpstart for Young Children Inc$75,00030%
The Valedictorian Project Inc$70,00034%
Tenacity Inc$50,00011%
Preparatory Foundation Inc$50,00012%
Neighborhood Villages Inc$40,00030%
United States Fund for Unicef$40,00020%
Hope and Comfort Inc$35,00020%
Roxbury Stone House Inc$35,00020%
Greater Boston Chamber of Commerce Foundationinc(Fka Greater Boston Corp)$35,0001n/a
American Friends of Natal Inc$30,00010%
Boston Public Library Fund Inc$30,00020%
Empower-The Emerging Markets Foundation$25,00010%
Boston Health Care for the Homeless Program Inc$25,00010%
Boston Casa Inc$25,00021%
The Bottom Line Inc$25,00010%
The Upward Project$22,50023%
Bagly Inc$20,00020%
Golden Opportunities for Independence Inc$19,50022%
New England Aquarium Corporation$17,50020%
The Posse Foundation Inc$15,00010%
Multicultural AIDS Coalition Inc$15,00011%
Project Citizenship Inc$15,00030%
Women's Lunch Place Inc$15,00010%
Boys & Girls Clubs of Boston Inc$12,00030%
The People's Fund$11,00011%
The Baseball Inc$10,90030%
Boston Chinatown Neighborhood Center Inc$10,00010%
Saheli Inc$10,00011%
Children's Hospital Corporation$10,00010%
Sandy Hook Promise Foundation$10,00010%
Museum of Fine Arts$10,00010%
Boston Collegiate Charter School Foundation Inc$10,00010%
Malden Warming Center$10,00023%
Greater Boston Legal Services Inc$10,00020%
Council for Economic Education$7,9901n/a
Teach a Kid Make Individual Life$6,66621%
Next 18 Inc$6,00021%
Boston Harbor Now Inc$5,75010%
American Cancer Society Inc$5,41620%
Boys and Girls Club of Stoneham Inc$5,00010%
American Friends of Un Techo Para Mi Pais Inc$5,00010%
Isabella Stewart Gardner Museum Inc$5,00010%
Global Empowerment Mission Inc$5,00010%
Pradiya Foundation$5,0001n/a
Toastmasters International$4,0001n/a
Ayoti Foundation Incorporation$3,3331n/a
VT Seva$3,33310%
First Descents$3,0001n/a
Letters Against Isolation Inc$3,0002n/a
Rememberusorg Inc$3,00021%
Breakthrough T1d$2,50010%
Bunker Hill Community College Foundation Inc$2,50010%
Dream Big Inc$1,50010%
Catie's Closet Inc$1,2501n/a
Colins Joy Project Inc$1,25010%
Pine Street Inn Inc$1,00010%
Charles River Clean up Boat$1,00014%
The Midas Collaborative Inc$1,00010%
One Tree Planted Inc$1,00010%
Massachusetts Association for Mental Health Inc$50010%
Girls Incorporated of Greater Lowell$50010%

What it could do for these grantees

Plus 11 recipients with no EIN on record ($171k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget MFS Investment Management Foundation Inc supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCity Year Inc: $640,000 over 3y, 0.1% of budgetHorizons for Homeless Children: $311,403 over 2y, 0.8% of budgetSquashbusters Inc: $255,976 over 4y, 2.3% of budgetCradles to Crayons Inc: $250,000 over 3y, 0.2% of budgetWorld Central Kitchen Inc: $165,000 over 3y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $125,000 over 2y, 0.0% of budgetBoston Medical Center Corporation: $125,000 over 1y, 0.0% of budgetGreater Boston Food Bank Inc: $112,852 over 2y, 0.1% of budgetBridge Over Troubled Waters Inc: $79,049 over 3y, 0.4% of budgetSifma Foundation for Investor Education (Fie) Inc: $75,000 over 1y, 1.6% of budgetJumpstart for Young Children Inc: $75,000 over 3y, 0.1% of budgetThe Valedictorian Project Inc: $70,000 over 3y, 4.0% of budgetTenacity Inc: $50,000 over 1y, 1.0% of budgetPreparatory Foundation Inc: $50,000 over 1y, 1.6% of budgetNeighborhood Villages Inc: $40,000 over 3y, 0.3% of budgetUnited States Fund for Unicef: $40,000 over 2y, 0.0% of budgetHope and Comfort Inc: $35,000 over 2y, 0.1% of budgetRoxbury Stone House Inc: $35,000 over 2y, 0.5% of budgetAmerican Friends of Natal Inc: $30,000 over 1y, 0.2% of budgetBoston Public Library Fund Inc: $30,000 over 2y, 0.3% of budgetEmpower-The Emerging Markets Foundation: $25,000 over 1y, 0.3% of budgetBoston Health Care for the Homeless Program Inc: $25,000 over 1y, 0.0% of budgetBoston Casa Inc: $25,000 over 2y, 1.1% of budgetThe Bottom Line Inc: $25,000 over 1y, 0.1% of budgetThe Upward Project: $22,500 over 2y, 2.6% of budgetBagly Inc: $20,000 over 2y, 0.3% of budgetGolden Opportunities for Independence Inc: $19,500 over 2y, 1.8% of budgetNew England Aquarium Corporation: $17,500 over 2y, 0.0% of budgetThe Posse Foundation Inc: $15,000 over 1y, 0.1% of budgetMulticultural AIDS Coalition Inc: $15,000 over 1y, 0.5% of budgetProject Citizenship Inc: $15,000 over 3y, 0.4% of budgetWomen's Lunch Place Inc: $15,000 over 1y, 0.3% of budgetBoys & Girls Clubs of Boston Inc: $12,000 over 3y, 0.0% of budgetThe People's Fund: $11,000 over 1y, 0.8% of budgetThe Baseball Inc: $10,900 over 3y, 0.2% of budgetBoston Chinatown Neighborhood Center Inc: $10,000 over 1y, 0.1% of budgetSaheli Inc: $10,000 over 1y, 0.7% of budgetChildren's Hospital Corporation: $10,000 over 1y, 0.0% of budgetSandy Hook Promise Foundation: $10,000 over 1y, 0.0% of budgetMuseum of Fine Arts: $10,000 over 1y, 0.0% of budgetBoston Collegiate Charter School Foundation Inc: $10,000 over 1y, 0.4% of budgetMalden Warming Center: $10,000 over 2y, 2.8% of budgetGreater Boston Legal Services Inc: $10,000 over 2y, 0.0% of budgetTeach a Kid Make Individual Life: $6,666 over 2y, 0.7% of budgetNext 18 Inc: $6,000 over 2y, 0.7% of budgetBoston Harbor Now Inc: $5,750 over 1y, 0.1% of budgetAmerican Cancer Society Inc: $5,416 over 2y, 0.0% of budgetBoys and Girls Club of Stoneham Inc: $5,000 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 63.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Eastern Bank FoundationMA33.8× affinity16 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Eastern Bank Foundation · Cummings Foundation Grants Inc (Fka Oneworld Boston Inc) · Boston Foundation Inc · Liberty Mutual Foundation Inc · Highland Street Connection and Subsidiaries · American Tower Corporation Foundation Inc · Combined Jewish Philanthropies of Greater Boston Inc · Riley Mabel Louise Tr Uwill · The Cabot Family Charitable Trust · The Klarman Family Foundation · Fidelity Foundation · Bushrod H Campbell & Adah F Hall Charity Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare MFS Investment Management Foundation Inc with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to MFS Investment Management Foundation Inc?

Find your warmest path to MFS Investment Management Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About MFS Investment Management Foundation Inc

How much does MFS Investment Management Foundation Inc give?
MFS Investment Management Foundation Inc reported 46 grants totaling $2,254,762 in its FY2025 IRS filing. It funded between 25 and 35 organizations a year over FY2022 to FY2024.
What does MFS Investment Management Foundation Inc fund?
By grant dollars over FY2022 to FY2025, its largest causes are Philanthropy (45%), Education (17%), Human Services (7%).
Who are MFS Investment Management Foundation Inc's largest grantees?
By total granted over FY2022 to FY2025: City Year Inc ($640k), Horizons for Homeless Children ($311k), Squashbusters Inc ($256k).
Does MFS Investment Management Foundation Inc fund new organizations?
In FY2024, 60% of the organizations it funded were first-time grantees.
Does MFS Investment Management Foundation Inc accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as MFS Investment Management Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include Eastern Bank Foundation, Cummings Foundation Grants Inc (Fka Oneworld Boston Inc), Boston Foundation Inc.
Where is MFS Investment Management Foundation Inc based?
MFS Investment Management Foundation Inc is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 85 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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