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MFS Investment Management Foundation Inc at a glance

· 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 FY2025still arriving
46
Grants FY2025still arriving
10
States reached
$1000k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% 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
02FY2025 · 46 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k22 grants · $75k
  • $10k–50k15 grants · $287k
  • $50k–250k8 grants · $892k
  • $250k+1 grant · $1000k
$10,000
Median grant
10
States reached
$35M
Total assets
Largest grants
RecipientAmount
AMERICAN ONLINE GIVING FOUNDATION INC$999,998
CITY YEAR INC$240,000
HORIZONS FOR HOMELESS CHILDREN INC$152,450
BOSTON MEDICAL CENTER CORPORATION$125,000
SQUASHBUSTERS INC$100,000
CRADLES TO CRAYONS INC$100,000
WORLD CENTRAL KITCHEN INCORPORATED$75,000
TENACITY INC$50,000
AMERICAN NATIONAL RED CROSS$50,000
GREATER BOSTON CHAMBER OF COMMERCE FOUNDATION INC$35,000
VALEDICTORIAN PROJECT INC$30,000
AMERICAN NATIONAL RED CROSS$25,000
HOPE AND COMFORT INC$25,000
BOSTON PUBLIC LIBRARY FUND INC$25,000
BRIDGE OVER TROUBLED WATERS INC$25,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY22–25, $895k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 44% of those dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 10%VALEDICTORIAN PROJECT INC: $30k → 8%NEXT 18 INC: $4k → 17%HOPE AND COMFORT INC: $25k → 7%VALEDICTORIAN PROJECT INC: $20k → 8%AMERICAN FRIENDS OF UN TECHO PARA MI PAIS INC: $5k → 15%NEXT 18 INC: $3k → 17%HOPE AND COMFORT INC: $10k → 7%VALEDICTORIAN PROJECT INC: $20k → 8%CRADLES TO CRAYONS INC: $100k → 8%CRADLES TO CRAYONS INC: $100k → 8%AMERICAN NATIONAL RED CROSS: $50k → 7%CRADLES TO CRAYONS INC: $50k → 8%BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC: $25k → 16%AMERICAN NATIONAL RED CROSS: $25k → 7%PINE STREET INN INC: $1k → 16%MALDEN WARMING CENTER: $5k → 8%MALDEN WARMING CENTER: $5k → 8%AMERICAN NATIONAL RED CROSS: $50k → 8%BOSTON CHINATOWN NEIGHBORHOOD CENTER INC: $10k → 16%CATIES CLOSET INC: $1k → 8%SAHELI INC: $10k → 8%ROXBURY STONE HOUSE INC: $20k → 16%ROXBURY STONE HOUSE INC: $15k → 16%HORIZONS FOR HOMELESS CHILDREN INC: $152k → 16%HORIZONS FOR HOMELESS CHILDREN INC: $150k → 16%HORIZONS FOR HOMELESS CHILDREN INC: $8k → 16%HORIZONS FOR HOMELESS CHILDREN INC: $862 → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

VT
WI
NY
MA
NJ
CT
CA
KY
DE
DC
HI
GA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

76%of every dollar goes to organizations it has funded before.
$2.5M · 31 repeat orgs$791k to everyone else

31 repeat relationships: 22 still active in FY2025, 9 since wound down; 18 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

31
33

Total granted

$2.5M
$516k

Median revenue growth · since first grant

+3%
+17%

Still filing today

94%
82%

New vs renewed · share of each year

In FY2025, 78% of grant dollars renewed an existing relationship; $275k went to new ones.

50%100%’22’23’24’25
RenewedFirst-time

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

’22’23’24’25
Human ServicesEducationInternationalYouth DevelopmentHealthArts & CultureOther
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.

Backed again, and grew

  • CITY YEAR INC
    3× · 2023–2025 · $640k · revenue +3%
  • HF
    HORIZONS FOR HOMELESS CHILDREN
    2× · 2024–2025 · $311k · revenue +21%
  • CT
    CRADLES TO CRAYONS INC
    3× · 2023–2025 · $250k · revenue +22%

Funded once

  • AR
    AMERICAN RED CROSS - MASSACHUSETTS REGIONAL HEADQU
    one grant, 2023 · $100k
  • SF
    SIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INC
    one grant, 2024 · $75k · revenue 0%
  • PREPARATORY FOUNDATION INCgraduated
    one grant, 2024 · $50k · revenue +41%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
2
Trustees of Boston University

Organization's mission: boston university is an international, comprehensive, private research university, committed to educating students to be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world.…

—
3
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
4
Breakthrough Greater Boston Inc

To inspire excitement for learning, create paths to and through college, and promote careers in education.

Education
5
Massachusetts Higher Education Assistance Corporation

The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.

—
6
Boston Foundation Inc

As Greater Boston's community foundation, the Boston Foundation devotes its resources to expanding opportunities, improving lives and strengthening communities. See Schedule OThe Foundation fulfills this mission in three principal ways:…

Philanthropy
7
Brookline Community Mental Health Center Inc Dba the Brookline Center

The brookline center for community mental health provides groundbreaking mental health services rooted in meaningful innovation and compassionate care. in response to today's mental health landscape and the ongoing mental health crisis,…

—
8
Boston Community Pediatrics Inc

Boston community pediatrics (bcp) provides ambulatory pediatric and related health care services to the residents of boston, massachusetts, and surrounding communities. bcp is a new model of innovative pediatric healthcare that addresses…

Health
9
Massachusetts Education & Career Opportunities Inc

Massachusetts education and career opportunities, inc. (massedco, inc.) is a statewide network of service sites that provides education and career advising to over 12,000 low-income, first generation individuals each year. massedco…

Education
10
Massachusetts Business Roundtable Inc

The mission of the roundtable is to make massachusetts the most desirable place to live, work and do business by engaging private sector executives and public leaders to ensure access to a robust, diverse and talented workforce that…

—
11
Mass General Brigham Health Plan Inc

Mass general brigham health plan's mission is to promote the health and wellness of our members, and to help ensure equitable, affordbale health care for the diverse communities we serve.

Health
12
The Childrens Museum

Boston children's museum engages children and families in joyful discovery experiences that instill an appreciation of our world, develop foundational skills, and spark a lifelong love of learning. boston children's museum is a welcoming,…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Massachusetts Association for Mental Health Inc; the most unlike its peers is Pradiya Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

71 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 71 of the 85 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
71/71
Grantees still filing
40/71
Grew since first funded

Where the money sits, by cause and then by grantee

AMERICAN ONLINE GIVING FOUNDATION INC: $2,614,836 · PhilanthropyAMERICAN ONLINE GIVING FOUNDATION INC+4 more: $56,833 · PhilanthropyCITY YEAR INC: $640,000 · OtherCITY YEAR INCGREATER BOSTON FOOD BANK INC: $112,852 · OtherGREATER BOSTON FOOD BANK …AMERICAN RED CROSS - MASSACHUSETTS REGIONAL HEADQU: $100,000 · OtherAMERICAN RED CROSS - MASS…SIFMA FOUNDATION FOR INVESTOR EDUCATION (FIE) INC: $75,000 · OtherSIFMA FOUNDATION FOR INVE…TENACITY INC: $50,000 · Other+36 more: $366,978 · Other+36 moreHORIZONS FOR HOMELESS CHILDREN: $311,403 · Human ServicesHORIZONS FOR HOME…CRADLES TO CRAYONS INC: $250,000 · Human ServicesCRADLES TO CRAYON…American National Red Cross & Its Constituent Chapters and Branches: $125,000 · Human ServicesAmerican National…THE VALEDICTORIAN PROJECT INC: $70,000 · Human ServicesTHE VALEDICTORIAN…HOPE AND COMFORT INC: $35,000 · Human ServicesROXBURY STONE HOUSE INC: $35,000 · Human Services+9 more: $79,250 · Human Services+9 moreSQUASHBUSTERS INC: $255,976 · Youth DevelopmentBOYS & GIRLS CLUBS OF BOSTON INC: $12,000 · Youth DevelopmentGENERATION CITIZEN INC: $10,000 · Youth Development+3 more: $6,750 · Youth DevelopmentWORLD CENTRAL KITCHEN INC: $165,000 · InternationalUNITED STATES FUND FOR UNICEF: $40,000 · InternationalAMERICAN FRIENDS OF NATAL INC: $30,000 · InternationalEMPOWER-THE EMERGING MARKETS FOUNDATION: $25,000 · International+1 more: $5,000 · InternationalBOSTON MEDICAL CENTER CORPORATION: $125,000 · HealthBRIDGE OVER TROUBLED WATERS INC: $79,049 · HealthChildren's Hospital Corporation: $10,000 · Health+2 more: $7,916 · HealthJUMPSTART FOR YOUNG CHILDREN INC: $75,000 · EducationNEIGHBORHOOD VILLAGES INC: $40,000 · EducationBOSTON PUBLIC LIBRARY FUND INC: $30,000 · EducationThe Upward Project: $22,500 · EducationTHE POSSE FOUNDATION INC: $15,000 · EducationBOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION INC: $10,000 · Education+2 more: $7,666 · Education
Philanthropy$2,671,669Other$1,344,830Human Services$905,653Youth Development$284,726International$265,000Health$221,965Education$200,166

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAMERICAN ONLINE GIVING FOUNDATION INC: $2,614,836 over 4y, 0.1% of 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 budgetTHE AMERICAN IRELAND FUND (DBA THE IRELAND FUNDS AMERICA/THE IRELAND FUNDS): $25,000 over 1y, 0.1% 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 budgetGENERATION CITIZEN INC: $10,000 over 1y, 0.2% 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 budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 Foundati…Cummings Foundation G…Boston Foundation IncLiberty Mutual Founda…Highland Street Conne…American Tower Corpor…Combined Jewish Phila…Riley Mabel Louise Tr…The Cabot Family Char…The Klarman Family Fo…Fidelity FoundationBushrod H Campbell & …
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.

How much its grantees rely on government

Each dot is one organization MFS Investment Management Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from MFS Investment Management Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 150%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 10%
  • Saheli Inc: 61% of income from government
  • Boston Harbor Now Inc: 45% of income from government
  • Multicultural Aids Coalition Inc: 41% of income from government
  • Bagly Inc: 39% of income from government
  • Neighborhood Villages Inc: 33% of income from government
  • Bridge Over Troubled Waters Inc: 32% of income from government
  • Roxbury Stone House Inc: 29% of income from government
  • Greater Boston Food Bank Inc: 22% of income from government
  • Horizons for Homeless Children: 21% of income from government
  • Boston Casa Inc: 20% of income from government
  • New England Aquarium Corporation: 12% of income from government
  • Pine Street Inn Inc: 11% of income from government
  • City Year Inc: 11% of income from government
  • Project Citizenship Inc: 10% of income from government
  • Boys and Girls Club of Stoneham Inc: 10% of income from government
  • Children's Hospital Corporation: 10% of income from government
  • Women's Lunch Place Inc: 8% of income from government
  • Boston Health Care for the Homeless Program Inc: 8% of income from government
  • Greater Boston Legal Services Inc: 3% of income from government
  • Girls Incorporated of Greater Lowell: 3% of income from government
  • Cradles to Crayons Inc: 2% of income from government
  • Boys & Girls Clubs of Boston Inc: 2% of income from government
  • The Baseball Inc: 1% of income from government
  • Hope and Comfort Inc: 1% of income from government
  • The Bottom Line Inc: 0% of income from government
  • Sandy Hook Promise Foundation: 0% of income from government
  • Museum of Fine Arts: 0% of income from government
  • Global Empowerment Mission Inc: 0% of income from government
no gov moneyreceives it· size = income
15get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

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.

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

Play a game based on MFS Investment Management’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home