Nonprofit · EIN 82-1715859
MGB POOLED HOLDINGS LLC
Tax-exempt · SOMERVILLE, MA 02145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,412,842,009 | $483,991,393 | $928,850,616 | $18,204,721,570 | $0 | $18,204,721,570 |
| September 30, 2024 | 990 | $892,056,130 | $224,054,030 | $668,002,100 | $16,237,955,473 | $0 | $16,237,955,473 |
| September 30, 2023 | 990 | $272,820,546 | $508,485,929 | -$235,665,383 | $13,908,771,312 | $0 | $13,908,771,312 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,412,842,009
- Net gain from sales of assets
- $1,357,442,454
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $483,991,393
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $483,991,393
Balance sheet and other
- Total assets, start of year
- $16,237,955,473
- Total assets, end of year
- $18,204,721,570
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,204,721,570
- Gross unrelated business income
- $25,004,035
- Gross receipts
- $1,412,842,009
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2017
- State of legal domicile
- DE
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 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EMMA SOMERS-ROY | PRESIDENT Officer | 1 | $0 | $3,164,004 | $60,643 |
| NIYUM GANDHI | TREASURER Officer | 1 | $0 | $1,686,948 | $238,286 |
| DEBRA SLOAN | SECRETARY Officer | 1 | $0 | $638,725 | $65,969 |
990 for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN R BARKER | FORMER O - MGBPH Former | 0 | $0 | $3,524,475 | $12,240 |
| NIYUM GANDHI | TREASURER Officer | 1 | $0 | $2,275,225 | $48,357 |
| EMMA SOMERS-ROY | PRESIDENT Officer | 1 | $0 | $1,202,191 | $36,645 |
| DEBRA SLOAN | SECRETARY Officer | 1 | $0 | $634,361 | $73,619 |
| PETER K MARKELL | FORMER O - MGBPH Former | 0 | $0 | $515,469 | $397 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN R BARKER | PRESIDENT UNTIL 09/01/2023 Officer | 1 | $0 | $3,317,055 | $62,951 |
| PETER K MARKELL | FORMER O - MGBPH Former | 0 | $0 | $1,950,362 | $329 |
| NIYUM GANDHI | TREASURER Officer | 1 | $0 | $1,746,250 | $40,991 |
| DEBRA SLOAN | SECRETARY Officer | 1 | $0 | $687,219 | $68,130 |
| EMMA SOMERS-ROY | PRESIDENT SINCE 09/02/2023 Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 399 REVOLUTION DR STE 645, SOMERVILLE, MA 02145-1574
- Principal officer (990 for 2024)
- EMMA SOMERS-ROY, 800 BOYLSTON STREET SUITE 1150, BOSTON, MA 02199
- Signed the 990
- NIYUM GANDHI, CFO & TREASURER
- Phone
- (857) 282-0747
Mission
INVESTING POOLING ENTITY
Program accomplishments
- SEE SCHEDULE OExpenses $483,991,393 · grants $483,991,393 · revenue $1,387,837,974
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 82-1715859
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2017
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E19)
- Assets (IRS master file)
- $18,204,721,570
- Income (IRS master file)
- $1,412,842,009
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,412,842,009 | $483,991,393 | $18,204,721,570 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $892,056,130 | $224,054,030 | $16,237,955,473 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $272,820,546 | $508,485,929 | $13,908,771,312 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $499,107,384 | $1,645,523,450 | $13,155,018,220 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 82-1715859).
Questions about MGB POOLED HOLDINGS LLC
- What is the EIN of MGB POOLED HOLDINGS LLC?
- The employer identification number (EIN) of MGB POOLED HOLDINGS LLC is 82-1715859.
- Is MGB POOLED HOLDINGS LLC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to MGB POOLED HOLDINGS LLC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does MGB POOLED HOLDINGS LLC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MGB POOLED HOLDINGS LLC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MGB POOLED HOLDINGS LLC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MGB POOLED HOLDINGS LLC?
- The 990 for the year ended September 30, 2025 names EMMA SOMERS-ROY.
- Who are the officers and directors of MGB POOLED HOLDINGS LLC?
- The 990 for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MGB POOLED HOLDINGS LLC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,412,842,009, expenses of $483,991,393 and total assets of $18,204,721,570 at year end.
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