WELLINGTON MANAGEMENT FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WELLINGTON MANAGEMENT FOUNDATION (EIN 04-6700836)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349316685
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:55:28+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021165072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046700836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLINGTON MANAGEMENT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELL | BusinessNameControlTxt |
| Phone | 6179515000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL | PersonNm |
| Person Title | FEDER | PersonTitleTxt |
| Phone | 6179515000 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | George Pagano | PreparerPersonNm |
| PTIN | P01978122 | PTIN |
| Phone | 6172662000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLINGTON TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,415,647 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.WELLINGTON.COM/EN/ABOUT-US/COMMUNITY-ENGAGEMENT | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 1 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,076,162 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,178,244 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,510,295 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,119,133 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $246,749 | CYOtherRevenueAmt |
| PY Total Revenue | $5,586,457 | PYTotalRevenueAmt |
| CY Total Revenue | $7,544,126 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,695,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,996,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $103,139 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $408,637 | PYOtherExpensesAmt |
| CY Other Expenses | $368,281 | CYOtherExpensesAmt |
| PY Total Expenses | $13,103,637 | PYTotalExpensesAmt |
| CY Total Expenses | $8,364,281 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,517,180 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$820,155 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,877,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,425,522 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,887,932 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,839,579 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,989,272 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,585,943 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT BEST-IN-CLASS PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES THAT IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES FOR UNDER-RESOURCED YOUTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,133,238 | ExpenseAmt |
| Grant | $7,996,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS TO CHARITABLE ORGANIZATIONS - IN 2023 THE FOUNDATION FUNDED 84 DOMESTIC ORGANIZATIONS AND 16 FOREIGN ORGANIZATIONS WITH GRANTS RANGING IN SIZE FROM $30,000 TO $1,026,000. WELLINGTON MANAGEMENT COMPANY LLP (WMC) PAYS THE OPERATING EXPENSES OF THE FOUNDATION AND PROVIDES OFFICE SPACE, INVESTMENT ADVISORY SERVICES AND ADMINISTRATIVE SUPPORT, VALUED AT $309,116, AT NO CHARGE TO THE FOUNDATION. DURING 2023, WMC PAID FOUNDATION EXPENSES THAT TOTALED $59,165. | Desc |
| Total Program Service Expenses | $8,133,238 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 1 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBI DODDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179515000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLINGTON TRUST COMPANY NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hours Per Week | 0.0 | AverageHoursPerWeekRt |
| Average Hours Per Week Rltd Org | 0.0 | AverageHoursPerWeekRltdOrgRt |
| Institutional Trustee | Yes (X) | InstitutionalTrusteeInd |
| Reportable Comp From Org | $0 | ReportableCompFromOrgAmt |
| Reportable Comp From Rltd Org | $0 | ReportableCompFromRltdOrgAmt |
| Other Compensation | $0 | OtherCompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $742,401 | FundraisingAmt |
| All Other Contributions | $3,435,843 | AllOtherContributionsAmt |
| Total Contributions | $4,178,244 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,082,170 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,082,170 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,641,278 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,604,315 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,036,963 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,036,963 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,036,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $513,955 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $742,401 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $267,206 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $246,749 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $246,749 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,544,126 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,365,882 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,190,000 | TotalAmt |
| Program Services | $6,190,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,806,000 | TotalAmt |
| Program Services | $1,806,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,842 | TotalAmt |
| Program Services | $64,857 | ProgramServicesAmt |
| Management And General | $70,985 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,787 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $28,787 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,239 | TotalAmt |
| Program Services | $64,039 | ProgramServicesAmt |
| Management And General | $16,200 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,971 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $93,971 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,678 | TotalAmt |
| Program Services | $8,342 | ProgramServicesAmt |
| Management And General | $9,168 | ManagementAndGeneralAmt |
| Fundraising | $9,168 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STATE FILING FEES | $1,165 | $0 | $1,165 | $0 |
| BANK FEES | $99 | $0 | $99 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,364,281 | TotalAmt |
| Program Services | $8,133,238 | ProgramServicesAmt |
| Management And General | $127,904 | ManagementAndGeneralAmt |
| Fundraising | $103,139 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,165,532 | BOYAmt |
| EOY | $3,489,982 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,277 | BOYAmt |
| EOY | $208,167 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,000 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,480,395 | BOYAmt |
| EOY | $43,727,373 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,877,204 | BOYAmt |
| EOY | $47,425,522 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,423 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,813,509 | BOYAmt |
| EOY | $6,569,373 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,000 | BOYAmt |
| EOY | $270,206 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,887,932 | BOYAmt |
| EOY | $6,839,579 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,947,446 | BOYAmt |
| EOY | $40,544,117 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,826 | BOYAmt |
| EOY | $41,826 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,989,272 | BOYAmt |
| EOY | $40,585,943 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,877,204 | BOYAmt |
| EOY | $47,425,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$820,155 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,107,710 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $309,116 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,212,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,440,685 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,431,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,076,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,178,244 | CurrentTaxYearAmt |
| Total | $33,339,878 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,212,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,440,685 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,431,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,076,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,178,244 | CurrentTaxYearAmt |
| Total | $33,339,878 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,289,011 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,050,867 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,140,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $931,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $887,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $894,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,082,170 | CurrentTaxYearAmt |
| Total | $4,936,028 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,275,906 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $800,745 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8374 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8208 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $270,206 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $270,206 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,960,953 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,107,711 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $309,116 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $2,416,827 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,544,126 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,544,126 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,364,281 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,364,281 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,364,281 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FASB ASC 740 FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | WELLINGTON MANAGEMENT FOUNDATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE RELATED TO FIN48/ASC 740. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $1,026,000 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $720,000 |
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,806,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,806,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (16 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt |
|---|---|---|
| Europe (Including Iceland and Greenland) | THE WELLINGTON MANAGEMENT UK FOUNDATION PROVIDES PHILANTHROPIC GRANTS TO SUPPORT PROGRAMS AND ORGANIZATIONS IN COMMUNITIES THAT IMPROVE THE EDUCATIONAL OPPORTUNITIES FOR ECONOMICALLY DISADVANTAGED YOUTH THROUGHOUT THE UNITED KINGDOM AND EUROPE. | $1,026,000 |
| East Asia and the Pacific | AUTISM PARTNERSHIP FOUNDATION (APF), A REGISTERED CHARITY BODY (QUALIFIED FOR THE EXEMPTION FROM TAX SECTION 88 OF THE INLAND REVENUE) IN HONG KONG, IS COMMITTED TO MAKING A DIFFERENCE IN THE LIFE OF INDIVIDUALS WITH AUTISM. THROUGH VARIOUS FUNDRAISING INITIATIVES, APF AIMS TO RAISE FUNDS TO GENERATE PUBLIC AWARENESS AND KNOWLEDGE ABOUT AUTISM. APF WILL ALSO ADVOCATE ABA TREATMENT AND INTERVENTION THROUGH COMMUNITY PROGRAMS OF EDUCATION AND RESEARCH AND PROVIDE SUPPORT AND HELP FOR CHILDREN WITH ASD AND THEIR FAMILIES IN ASIA. APF'S MISSION IS TO SUPPORT PEOPLE WITH ASD, THEIR FAMILIES AND ALL THOSE INVOLVED TO THRIVE FOR REALIZING ASD PEOPLE'S INHERENT POTENTIAL AND ACHIEVING THE GREATEST DEGREE OF INDEPENDENCE AND HIGHEST QUALITY OF LIFE POSSIBLE. | $60,000 |
| East Asia and the Pacific | BACK TRACK IS BASED IN ARMIDALE, NSW, ABOUT 6 HOURS DRIVE FROM SYDNEY. THE AREA IS RURAL AND AGRICULTURAL. THE YOUTH BACK TRACK WORKS WITH ARE BETWEEN 12 AND 19 YEARS OF AGE AND PREDOMINANTLY MALE, BUT FEMALE STUDENTS ALSO ATTEND. TYPICALLY, THEY ARE DISENGAGED FROM SCHOOL (NOT ATTENDING OR HAVE BEEN KICKED OUT). THEY ARRIVE AT BACK TRACK WITH MULTIPLE AND COMPLEX CHALLENGES IN EDUCATION, HEALTH, JUSTICE, HOUSING AND EMPLOYMENT, MAKING IT A STRUGGLE TO FIT INTO THE MAINSTREAM SYSTEM AND SOCIETY. THERE IS LITTLE PROSPECT OF EMPLOYMENT OR BEING ABLE TO MAINTAIN A HAPPY, HEALTHY AND SUSTAINABLE LIFE. | $60,000 |
| East Asia and the Pacific | CHILD AT STREET 11 IS A MULTI-RACIAL, SECULAR, INDEPENDENT, NONPROFIT ORGANIZATION DEDICATED TO HELPING LOW-INCOME AND DYSFUNCTIONAL FAMILIES PROVIDE QUALITY EARLY YEARS EDUCATION FOR THEIR CHILDREN. THE CENTER SERVES CHILDREN AGES 2-6 IN A FULL DAY PROGRAM IN SINGAPORE, WHERE MOST PRESCHOOLS DO NOT HAVE INTEGRATED PROGRAMS FOR CHILDREN FROM LOW-INCOME HOMES. | $60,000 |
| East Asia and the Pacific | GIRLS AND BOYS BRIGADE AUSTRALIA CATERS TO GIRLS AND BOYS AGED FROM 5-18, AS WELL AS SUPPORTS THEIR FAMILIES. CHILDREN, YOUTH AND THEIR FAMILIES WHO OFTEN STRUGGLE WITH SIGNIFICANT LIFE CHALLENGES RELY ON OUR HOLISTIC APPROACH WHICH PROVIDES A RANGE OF EDUCATION AND RECREATION PROGRAMS ALONG WITH THE VITAL SUPPORT TO STRENGTHEN FAMILIES AND ENCOURAGE A MORE POSITIVE FUTURE. | $60,000 |
| North America (Canada & Mexico only) | JESSIE'S CENTRE, THE JUNE CALLWOOD CENTRE FOR YOUNG WOMEN, FOCUSES ON THE EDUCATIONAL ADVANCEMENT OF YOUNG MOTHERS AND PREGNANT TEENS AGED 12 TO 21, BY HELPING THEM COMPLETE HIGH SCHOOL, APPLY TO POST-SECONDARY EDUCATION, RECEIVE SCHOLARSHIPS FOR POST-SECONDARY EDUCATION, AND PROVIDE TRAINING PROGRAMS THAT LEAD DIRECTLY INTO THE JOB MARKET. IN ADDITION TO EDUCATION, JESSIE'S OFFERS SOCIAL SERVICES AND HEALTH RESOURCES NEEDED TO HELP YOUNG MOTHERS/PREGNANT TEENS BECOME STABLE PARENTS. A TYPICAL DAY IN JESSIE'S ON-SITE HIGH SCHOOL PROGRAM INCLUDES A FULL DAY OF CLASS FOR THE YOUNG MOTHERS/PREGNANT TEENS, DAYCARE FOR THE CHILDREN WHILE THE PARENTING WOMEN ARE IN CLASS, ALL MEALS ARE COOKED ONSITE AND PROVIDED FOR THE CHILDREN AND YOUNG MOTHERS/PREGNANT TEENS WHEN IN DAYCARE AND CLASS, RESPECTIVELY. IN A TYPICAL DAY, THERE IS ALSO ACCESS TO COUNSELLING, SOCIAL SERVICES, AND HEALTH CARE SERVICES, WITH A DOCTOR AND NURSE PRACTITIONER ON-SITE WEEKLY. | $60,000 |
| East Asia and the Pacific | KATARIBA OFFERS THEIR PROGRAM TO APPROXIMATELY 220,000 STUDENTS ACROSS JAPAN INCLUDING 300 STUDENTS THAT HAVE BEEN AFFECTED BY NATURAL DISASTERS. THE COURSES ARE TAILORED TO THE ENVIRONMENT THEY ARE TAUGHT BECAUSE KATARIBA BELIEVES THAT THE ABILITY TO SURVIVE AND THRIVE IS GREATLY INFLUENCED BY THE ENVIRONMENT WHERE CHILDREN ARE BORN AND RAISED. SOME OF THEIR PROGRAMS INCLUDE A CAREER LEARNING PROGRAM FOR HIGH SCHOOL STUDENTS, A WORLD-FIELD PROGRAM FOR AFTER SCHOOL OPPORTUNITIES AND A COLLABORATION SCHOOL PROGRAM FOR THOSE IMPACTED BY THE 2011 TSUNAMI. | $60,000 |
| East Asia and the Pacific | KIDSDOOR, A NON-PROFIT ORGANIZATION LOCATED IN JAPAN, HELPS STUDENTS THAT ARE CASUALTIES OF EDUCATIONAL GAPS DUE TO ECONOMIC INEQUALITIES LEARN AND GROW IN A HEALTHY ENVIRONMENT. THEIR CORE PROGRAM, GAKUBORA, LEVERAGES STUDENT VOLUNTEERS TO SUPPORT CHILDREN WITH VIGOROUS EDUCATIONAL OPPORTUNITIES. | $60,000 |
| East Asia and the Pacific | LEARNING FOR ALL JAPAN PROVIDES HIGH-QUALITY LEARNING OPPORTUNITIES FOR CHILDREN WITH DIFFICULTIES. FOSTERS AND PROVIDES HUMAN RESOURCES WHO CAN SOLVE SOCIAL ISSUES. | $60,000 |
| East Asia and the Pacific | MULTICULTURAL CENTER TOKYO ADDRESSES THE DIFFICULTIES THAT IMMIGRANT CHILDREN FACE WHEN RECEIVING AN EDUCATION IN JAPAN. ONE OF THEIR PROGRAMS IS THE TABUNKA FREE SCHOOL, WHICH PROVIDES JAPANESE LESSONS AND PREPARATORY CLASSES FOR HIGH SCHOOL ENTRANCE EXAMS. MCT ALSO PREPARES MULTILINGUAL EDUCATIONAL INFORMATION FOR IMMIGRANT CHILDREN AND THEIR FAMILIES AND CREATES A SUPPORT SYSTEM WITH THE HELP OF COMMUNITY VOLUNTEERS. | $60,000 |
| East Asia and the Pacific | PRINCIPAL CHAN FREE TUTORIAL WORLD PROVIDES FREE LEARNING SUPPORT TO CHILDREN WITH FINANCIAL DIFFICULTIES IN HONG KONG. ITS SERVICES INCLUDES: ONE-TO-ONE TUTORING, PLAYGROUP & PRE-SCHOOL PROGRAMS, SMALL CLASSES, TALENT DEVELOPMENT CLASSES (MUSICAL INSTRUMENTS, PHOTOGRAPHY, DRAWINGS, ETC.), AND EXTRA-CURRICULAR ACTIVITIES (OUTDOOR VISITS, PARENTS AND CHILDREN WORKSHOPS, ENGLISH SUMMER CAMPS, ETC.). | $60,000 |
| East Asia and the Pacific | EVERY YEAR 1,800 PUBLIC SCHOOL CHILDREN ATTEND STEWART HOUSE NEXT TO CURLCURL BEACH AT NO COST TO THEIR PARENTS OR CAREERS. CHILDREN PARTICIPATE IN EDUCATIONAL PROGRAMS AND EXCURSIONS DESIGNED TO DEVELOP THEIR SOCIAL AND EMOTIONAL SKILLS, BUILD SELF-ESTEEM AND IMPROVE THEIR OVERALL WELL-BEING. THIS EXPERIENCE PROVIDES CHILDREN WITH A MUCH NEEDED BREAK FROM THEIR CURRENT CIRCUMSTANCE. THE CHILDREN ARE INSPIRED TO SEE BEYOND THE PRESENT AND TO HAVE REAL HOPE AND POSITIVE ASPIRATIONS FOR THEIR FUTURE. | $60,000 |
| East Asia and the Pacific | BEYOND SOCIAL SERVICES IS HELPING CHILDREN AND YOUTHS FROM LESS PRIVILEGED BACKGROUNDS BREAK AWAY FROM THE POVERTY CYCLE. PROVIDING GUIDANCE, CARE AND RESOURCES THAT ENABLE FAMILIES AND COMMUNITIES TO KEEP THEIR YOUNG PEOPLE IN SCHOOL AND OUT OF TROUBLE. | $30,000 |
| East Asia and the Pacific | MARYMOUNT CENTRE REACHES OUT TO VULNERABLE WOMEN AND CHILDREN IN SINGAPORE. UNDER MARYMOUNT CENTRE, THERE ARE CURRENTLY THREE 24-HOUR RESIDENTIAL HOMES FOR GIRLS, NAMELY AHUVA GOOD SHEPHERD - CHILDREN'S HOME, AHUVA GOOD SHEPHERD - INTERIM PLACEMENT AND ASSESSMENT CENTRE, AND AHUVA GOOD SHEPHERD - SMALL GROUP CARE; GOOD SHEPHERD CENTRE, A 24-HOUR CRISIS SHELTER FOR ABUSED WOMEN AND THEIR CHILDREN, AND VICTIMS OF TRAFFICKING IN PERSONS; AND GOOD SHEPHERD STUDENT CARE, WHICH PROVIDES DEDICATED AFTER-SCHOOL CARE FOR STUDENTS OF MARYMOUNT CONVENT SCHOOL. | $30,000 |
| East Asia and the Pacific | Story Factory is a not-for-profit creative writing centre for young people in under-resourced communities. They run programs in Sydney and digitally across Australia. They build writing skills, confidence and creativity. | $30,000 |
| East Asia and the Pacific | Teach Unlimited Foundation (TUF) is a non-profit organisation founded in April 2011 by a group of local parents concerned about the quality of education for socially and financially disadvantaged students in Hong Kong. TUF provides creative and effective mentoring and learning support to guide students to aspire to a better future through raising their Self-Esteem, Learning Attitude and Learning Motivation. | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 16 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | WELLINGTON MANAGEMENT PARTNERS AND EMPLOYEE VOLUNTEERS REVIEW THE GRANT APPLICATIONS AND CONDUCT SITE VISITS. THE GRANT REVIEW COMMITTEE MEMBERS COMPLETE SITE VISITS AND PREPARE QUALITATIVE AND QUANTITATIVE REPORTS OF THEIR FINDINGS FOR THE FOUNDATION'S ADVISORY BOARD. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | EAST ASIA AND THE PACIFIC-; EUROPE (INCLUDING ICELAND AND GREENLAND; NORTH AMERICA (CANADA & MEXICO ONLY |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,256,356 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $742,401 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $513,955 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $103,471 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $99,570 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $17,456 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $46,709 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $1,256,356 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $742,401 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $513,955 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $103,471 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $99,570 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,456 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,709 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $267,206 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $246,749 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (84 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Smart from the Start | ||||||||
| 200 Bowdoin Street | Dorchester | MA | 02122 | 311626186 | 501(c)(3) | $300,000 | FMV | SEE PART IV |
| America SCORES Boston | ||||||||
| 29 Germania Street | Jamaica Plain | MA | 02130 | 043482756 | 501(c)(3) | $310,000 | FMV | SEE PART IV |
| Esperanza Academy | ||||||||
| 198 Garden Street | Lawrence | MA | 01840 | 731722348 | 501(c)(3) | $250,000 | FMV | SEE PART IV |
| Literations | ||||||||
| 70 Franklin St Suite 500 | Boston | MA | 02110 | 043227007 | 501(c)(3) | $250,000 | FMV | SEE PART IV |
| Nativity Worcester | ||||||||
| 39 Lamartine St | Boston | MA | 02130 | 030385377 | 501(c)(3) | $250,000 | FMV | SEE PART IV |
| City Year Inc | ||||||||
| 287 Columbus Avenue | Boston | MA | 021165114 | 222882549 | 501(c)(3) | $200,000 | FMV | SEE PART IV |
| Bottom Line | ||||||||
| 50 Milk Street 11th Floor | Boston | MA | 02109 | 043351427 | 501(c)(3) | $100,000 | FMV | SEE PART IV |
| Duet Inc | ||||||||
| 7 Valley Road | Milton | MA | 02186 | 320568985 | 501(c)(3) | $100,000 | FMV | SEE PART IV |
| Institute for Nonprofit Practice | ||||||||
| 144 Gould Street Suite 205 | Needham | MA | 02494 | 471613050 | 501(c)(3) | $100,000 | FMV | SEE PART IV |
| Social Innovation Forum | ||||||||
| 2 Oliver Street Suite 802 | Boston | MA | 02109 | 473923576 | 501(c)(3) | $100,000 | FMV | SEE PART IV |
| Council for Economic Education | ||||||||
| 122 East 42nd Street Suite 1012 | New York | NY | 10168 | 131623848 | 501(c)(3) | $90,000 | FMV | SEE PART IV |
| 10000 Degrees | ||||||||
| 781 Lincoln Avenue Suite 140 | San Rafael | CA | 94901 | 953667812 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| African Community Education | ||||||||
| 484 Main St Suite 355 | Worcester | MA | 01680 | 141970474 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| AIM High for High School | ||||||||
| 2030 Harrision Street | San Francisco | CA | 94110 | 943296338 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Alma Del Mar Charter Schools | ||||||||
| 515 Belleville Avenue | New Bedford | MA | 02746 | 452914995 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Artists for Humanity Inc | ||||||||
| 100 West Second Street - 2nd Floor | Boston | MA | 02127 | 043138434 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Atlantis Educational Foundation | ||||||||
| 37 Park Street | Fall River | MA | 02724 | 471751988 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Boston Chinatown Neighborhood Center | ||||||||
| 885 Washington Street | Boston | MA | 02111 | 237209691 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Boston Collegiate Charter School | ||||||||
| 215 Sydney Street | Dochester | MA | 02125 | 061503911 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Boston Higher Education Resource Center | ||||||||
| 62 Northampton St | Boston | MA | 02118 | 823215739 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Boston Preparatory Charter Public School | ||||||||
| 1286 Hyde Park Avenue | Hyde Park | MA | 02136 | 113690799 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Bridge Boston Charter School | ||||||||
| 2 McLellan Street | Dorchester | MA | 02121 | 275256986 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Brookview House Inc | ||||||||
| 2 Brookview Street | Dorchester | MA | 02124 | 223032466 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| BUILD Boston | ||||||||
| 2385 Bay Rd | Redwood City | CA | 91063 | 943386695 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Chica Inc | ||||||||
| 1266 Furnace Brook Pkwy Suite 410 | Quincy | MA | 02169 | 453866647 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Chicago Jesuit Academy | ||||||||
| 5058 W Jackson Blvd | Chicago | IL | 606444324 | 202091040 | N/A | $60,000 | FMV | SEE PART IV |
| Crispus Attucks Children's Center | ||||||||
| 105 Crawford Street | Dorchester | MA | 02121 | 042457984 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Discovering Justice | ||||||||
| 1 Courthouse Way | Boston | MA | 02110 | 043580231 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Doc Wayne Youth Services Inc | ||||||||
| 418 Commonwealth Avenue | Boston | MA | 02215 | 274216064 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Ellis Memorial and Eldredge House Inc | ||||||||
| 58 Berkeley Street | Boston | MA | 02116 | 042104168 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Enroot Inc | ||||||||
| 99 Bishop Richard Allen Drive | Cambridge | MA | 02139 | 042103961 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| EVKids Inc (fka Earthen Vessels Inc) | ||||||||
| 170 Appleton Street | Cambridge | MA | 02138 | 042702655 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Families First Parenting Programs Inc | ||||||||
| 9 Galen Street Suite 400 | Watertown | MA | 02472 | 043413397 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Father's Uplift | ||||||||
| 12 Southern Ave | Dorchester | MA | 02124 | 461407932 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| First Graduate | ||||||||
| 3130 20th Street Suite 275 | San Francisco | CA | 94110 | 943381171 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| First Teacher | ||||||||
| Lincoln Plaza 89 South St Ste 7 | Boston | MA | 02111 | 042261109 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| FitMoney | ||||||||
| 1188 Centre St Suite 3 | Newton | MA | 02459 | 811238297 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Freedom House Inc | ||||||||
| 5 Crawford Street | Dorchester | MA | 02121 | 042240448 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Friends of Excel Academy Charter Schools | ||||||||
| 58 Moore Street | East Boston | MA | 02128 | 300211613 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Generation Citizen | ||||||||
| 175 Varick Street 5th Floor | New York | NY | 10014 | 272039522 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Girls Inc of Worcester | ||||||||
| 125 Providence Street | Worcester | MA | 01604 | 042123666 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Greenwood Project | ||||||||
| 2729 S Michigan Ave | Chicago | IL | 60616 | 811990763 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Harlem Lacrosse | ||||||||
| 2581 Adam Clayton Powell Jr Blvd | New York | NY | 10039 | 451634118 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Horizons for Homeless Children Inc | ||||||||
| 1785 Columbus Avenue | Roxbury | MA | 02119 | 222915188 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Immigrant Family Services Institute (IFSI-USA) | ||||||||
| 575 American Legion Highway | Roslindale | MA | 02131 | 474400495 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Jeremiah-Endicott Program | ||||||||
| 130 Warren Street | Roxbury | MA | 02119 | 411801834 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Julie's Family Learning Program Inc | ||||||||
| 133 Dorchester Street | South Boston | MA | 02127 | 113692512 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Junior Achievement of Greater Boston | ||||||||
| 80 City Square Suite 211 | Boston | MA | 02129 | 042127020 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Kids in Tech | ||||||||
| 17 Dean Dr | Lowell | MA | 01854 | 813311916 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| La Vida Inc | ||||||||
| 120 Munroe Street | Lynn | MA | 01901 | 043396256 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Latinos for Education Inc | ||||||||
| PO Box 27 | Belmont | MA | 02478 | 812883649 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| LEAP for Education | ||||||||
| 209 Essex Street | Salem | MA | 01970 | 471445061 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Literations (Generations Inc) | ||||||||
| 70 Franklin St Suite 500 | Boston | MA | 02110 | 043227007 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Lowell Community Charter School Friends Inc | ||||||||
| 206 Jackson Street | Lowell | MA | 01852 | 043491690 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| OneGoal | ||||||||
| 215 W Superior Street Suite 700 | Chicago | IL | 60654 | 562369898 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Open Door Arts | ||||||||
| 81 Hope Avenue | Worcester | MA | 01603 | 911969322 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Paige Academy | ||||||||
| 28 Highland Street | Roxbury | MA | 02119 | 237404791 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Philadelphia Academies Inc | ||||||||
| 1401 Walnut Street 9th FL | Philadelphia | PA | 19102 | 222442433 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Raw Art Works | ||||||||
| 37 Central Square | Lynn | MA | 01901 | 222854850 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Silver Lining Mentoring | ||||||||
| 727 Atlantic Avenue 3rd Floor | Boston | MA | 02111 | 043575764 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Soccer Without Borders | ||||||||
| 9 Waterhouse Street | Cambridge | MA | 02138 | 203786129 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Sportsmens Tennis & Enrichment Center | ||||||||
| 950 Blue Hill Ave | Dochester | MA | 02124 | 237037183 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| St Stephen's Youth Program - Parent Mentor Program | ||||||||
| 419 Shawmut Ave | Boston | MA | 02118 | 261749602 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Strong Women Strong Girls | ||||||||
| 555 Amory Street 3R | Boston | MA | 02130 | 202321377 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| TeenSHARP Inc | ||||||||
| 1200 N French St 5th Floor | Wilmington | DE | 198013239 | 272246880 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| The Chicago Scholars Foundation | ||||||||
| PO Box 389497 | Chicago | IL | 606389497 | 364117530 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| The Loop Lab Inc | ||||||||
| 872 Massachusetts Ave Unit 1-5 | Cambridge | MA | 02139 | 823829806 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| The Wily Network Inc | ||||||||
| 1920 Centre Street Suite 1 | West Roxbury | MA | 02132 | 472434992 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| The Young People's Project Inc | ||||||||
| 99 Bishop Richard Allen Drive | Cambridge | MA | 02139 | 640939004 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Thrive Scholars | ||||||||
| 50 Milk Street 15th Floor | Boston | MA | 02109 | 455619310 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Tutoring Chicago | ||||||||
| 2145 N Halsted | Chicago | IL | 60614 | 363718141 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| UP Education Network | ||||||||
| 90 Canal Street Suite 600 | Boston | MA | 02114 | 272194956 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| WriteBoston Inc | ||||||||
| 2300 Washington St | Roxbury | MA | 02119 | 461255108 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Y2Y Network Inc | ||||||||
| 955 Mass Ave No 424 | Cambridge | MA | 02139 | 821755423 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Youth Development Organization Inc | ||||||||
| 15 Union Street Suite 563 | Lawrence | MA | 01840 | 043571721 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Youth Guidance | ||||||||
| 1 North LaSalle No 900 | Chicago | IL | 60602 | 362167032 | 501(c)(3) | $60,000 | FMV | SEE PART IV |
| Alexander Twilight Academy | ||||||||
| 420 Pond Street | Jamaica Plain | MA | 02130 | 830957659 | 501(c)(3) | $30,000 | FMV | SEE PART IV |
| Apex for Youth | ||||||||
| 195 Chrystie Street 200 | New York | NY | 10002 | 133650718 | 501(c)(3) | $30,000 | FMV | SEE PART IV |
| Conservatory Lab Charter School | ||||||||
| 395 Columbia Road | Dorchester | MA | 02125 | 043443578 | 501(c)(3) | $30,000 | FMV | SEE PART IV |
| Cristo Rey Boston High School | ||||||||
| 100 Savin Hill Avenue | Boston | MA | 02125 | 501(c)(3) | $30,000 | FMV | SEE PART IV | |
| Family Nurturing Center | ||||||||
| 200 Bowdoin Street | Dorchester | MA | 02122 | 311626186 | 501(c)(3) | $30,000 | FMV | SEE PART IV |
| Level Ground MMA | ||||||||
| 1490 Dorchester Ave | Dorchester | MA | 02122 | 463915852 | 501(c)(3) | $30,000 | FMV | SEE PART IV |
| Oliver Scholars | ||||||||
| 14 Wall St 1720 | New York | NY | 10005 | 133248876 | 501(c)(3) | $30,000 | FMV | SEE PART IV |
| United Nations Association of Greater Boston | ||||||||
| 200 Portland Street | Boston | MA | 02114 | 237182195 | 501(c)(3) | $30,000 | FMV | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 83 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part II, Line 2 PURPOSE OF GRANT | TO IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | WELLINGTON MANAGEMENT PARTNERS AND EMPLOYEE VOLUNTEERS REVIEW THE GRANT APPLICATIONS AND CONDUCT SITE VISITS. THE GRANT REVIEW COMMITTEE MEMBERS COMPLETE SITE VISITS AND PREPARE QUALITATIVE AND QUANTITATIVE REPORTS OF THEIR FINDINGS FOR THE FOUNDATION'S ADVISORY BOARD. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 ORGANIZATION'S MISSION | WE FUND PROGRAMS THAT PROVIDE ECONOMICALLY DISADVANTAGED YOUTH IN OUR COMMUNITIES WITH ACCESS TO HIGH QUALITY ACADEMIC EDUCATION. WE BELIEVE A STRONG ACADEMIC FOUNDATION CAN HAVE A CLEAR AND POSITIVE IMPACT ON THE LIVES OF YOUNG PEOPLE. ACCORDINGLY, THE FOUNDATION AIMS TO SELECT PROGRAMS WITH A CLEAR AND CENTRAL EDUCATIONAL FOCUS. |
| Form 990, Part VI, Line 15 A & B - Process for determining compensation | THE FOUNDATION HAS NO EMPLOYEES. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS REVIEWED BY THE TAX AND ACCOUNTING DEPARTMENTS AT WELLINGTON MANAGEMENT COMPANY LLP FOR ACCURACY. A PARTIAL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE FOUNDATION'S CONTACT INFORMATION CAN BE FOUND ON ITS WEBSITE AT HTTPS://WWW.WELLINGTON.COM/EN/ABOUT-US/COMMUNITY-ENGAGEMENT. |
| Schedule F, Part I, Line 3 OFFICES AND EMPLOYEES IN THE REGION | WELLINGTON MANAGEMENT FOUNDATION DID NOT HAVE ANY OFFICES, EMPLOYEES, AGENTS, OR INDEPENDENT CONTRACTORS OUTSIDE OF THE US DURING 2023. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GRP LLP | |||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENT MANAGEMENT | MA | NA | N/A |
| WELLINGTON GROUP HOLDINGS LLP | |||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | HOLDING COMPANY | MA | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLINGTON TRUST COMPANY NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042755549 | EIN |
| Primary Activities | INVESTMENT MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WELLINGTON MANAGEMENT COMPANY LLP | ||
| M | $309,116 | FMV |
| WELLINGTON MANAGEMENT COMPANY LLP | ||
| C | $59,165 | FMV |
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