Civic Intelligence

State Street Foundation Inc

EIN 56-2615567 • Boston, MA

1 Iron Street CamBoston, MA 02210
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Net Margin

67th percentile

16%

Higher net margin than 67% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

91st percentile

35%

Faster asset growth than 91% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

2.0%

Faster revenue growth than 36% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$16,237,899

Up $4,179,758 (+35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$16,237,899

Up $4,179,758 (+35%) from 2023

Revenue

Up

$26,008,801

Up $512,511 (+2.0%) from 2023

Expenses

Down

$21,829,042

Down $4,271,209 (-16%) from 2023

Net Income

Up

$4,179,759

Up $4,783,720 (+792%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $47,681,833Liabilities 2011: $02011Assets 2012: $28,707,695Liabilities 2012: $02012Assets 2013: $46,353,251Liabilities 2013: $02013Assets 2014: $53,672,110Liabilities 2014: $02014Assets 2015: $36,551,876Liabilities 2015: $02015Assets 2018: $8,600,245Liabilities 2018: $0Net Assets 2018: $8,600,2452018Assets 2019: $36,770,927Liabilities 2019: $0Net Assets 2019: $36,770,9272019Assets 2020: $32,923,643Liabilities 2020: $0Net Assets 2020: $32,923,6432020Assets 2021: $7,590,446Liabilities 2021: $0Net Assets 2021: $7,590,4462021Assets 2022: $12,509,602Liabilities 2022: $0Net Assets 2022: $12,509,6022022Assets 2023: $12,058,141Liabilities 2023: $0Net Assets 2023: $12,058,1412023Assets 2024: $16,237,899Liabilities 2024: $0Net Assets 2024: $16,237,8992024

Highlighted filing

2024

Assets$16,237,899
Liabilities$0
Net Assets$16,237,899

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20M-$40MRevenue 2011: $32,054,060Expenses 2011: $21,093,649Net Income 2011: $10,960,4112011Revenue 2012: $1,743,212Expenses 2012: $20,717,350Net Income 2012: -$18,974,1382012Revenue 2013: $31,367,698Expenses 2013: $13,722,142Net Income 2013: $17,645,5562013Revenue 2014: $20,117,229Expenses 2014: $12,798,370Net Income 2014: $7,318,8592014Revenue 2015: $185,244Expenses 2015: $17,567,037Net Income 2015: -$17,381,7932015Revenue 2018: $10,310,487Expenses 2018: $21,051,576Net Income 2018: -$10,741,0892018Revenue 2019: $49,499,854Expenses 2019: $21,454,172Net Income 2019: $28,045,6822019Revenue 2020: $18,609,628Expenses 2020: $22,451,912Net Income 2020: -$3,842,2842020Revenue 2021: $6,540Expenses 2021: $25,589,737Net Income 2021: -$25,583,1972021Revenue 2022: $25,101,170Expenses 2022: $20,307,015Net Income 2022: $4,794,1552022Revenue 2023: $25,496,290Expenses 2023: $26,100,251Net Income 2023: -$603,9612023Revenue 2024: $26,008,801Expenses 2024: $21,829,042Net Income 2024: $4,179,7592024

Highlighted filing

2024

Revenue$26,008,801
Expenses$21,829,042
Net Income$4,179,759

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN CHRISTELPresident (Director)PT$0--
MIDORI MORIKAWAVice President (Director)PT$0--
BETH SHAEFERTreasurer (Director)-$0--
MONICA FRANCESCHINIClerk (Director)-$0--
Filing and Contact Details

Filer

Filer Name
State Street Foundation Inc
EIN
56-2615567
Phone
6176640636
Address
1 IRON STREET CAM, BOSTON, MA 02210

Signing Officer

Name
State Street Foundation
Title
President
Phone
6176640636
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
State Street Global Advisors Tr Co
Address
1 IRON STREET, BOSTON, MA 02210
Preparer
Kelvin Jones
Phone
6176641099
Raw XML Appendix378 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEE ATTACHED STATEME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0SEE ATTACHED STATEMENT
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025556314
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019830054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024502722
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020819826
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020731476
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111476904
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111440392
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DUE TO ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CAF ADMIN 2024 EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CAF ADMIN (ESCROW) - BEG BAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CAF ADMIN (ESCROW) - END BAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK CHARGES FOR RETURNED PAYM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt445
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2-2534
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt445
OtherIncomeSchedule2/OtherIncomeDetail/Desc02021 TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0173
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01599
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0HOME FUNDERS COLLABORATIVE LLC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00.00100
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02020-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt01000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0PROGRAM RELATED INVESTMENT
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02004-12
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0PRINCIPAL BALANCE & ACCRUED INT IS DUE BY MATURITY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0121233
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt220000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTANTS / ADVISORS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt12022 AUDIT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt22023 AUDIT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0121233
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt120000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt220000
TaxesSchedule/TaxesDetail/Amt05505
TaxesSchedule/TaxesDetail/Amt15145
TaxesSchedule/TaxesDetail/CategoryTxt0FED TAX PAYMENT - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1FED ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE STREET FOUNDATION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06176640636
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STATE STREET FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STAT
ReturnHeader/Filer/EIN0562615567
ReturnHeader/Filer/PhoneNum06176640636
ReturnHeader/Filer/USAddress/AddressLine1Txt01 IRON STREET CAM
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814017137
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STATE STREET GLOBAL ADVISORS TR CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 IRON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002210
ReturnHeader/PreparerPersonGrp/PhoneNum06176641099
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELVIN JONES
ReturnHeader/ReturnTs02025-05-08T11:01:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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