2019-11-08T17:21:50-06:00 2018-12-31 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990 2018-01-01 046700836 Wellington Management Foundation % EUGENE FERRI WELL 6179515000 280 CONGRESS STREET BOSTON MA 02210 WELLINGTON TRUST COMPANY NA offier and trustee 6179515000 2019-11-08 true MIKE A CINCOTTA P01595811 6172662000 164.57.159.253 02007720193125000000 2019-11-08 P 2979594631CB5427DBABEAFA59DA989879D1FE14 42D26865FF540D3EA6F803EEB3CCA5BB79F92251 2018 2020-01-14 16:20:31Z WELLINGTON TRUST COMPANY 280 CONGRESS STREET BOSTON MA 02210 6300041 false X SEE SCHEDULE O X 1992 MA TO SUPPORT BEST-IN-CLASS PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES THAT IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES FOR UNDER-RESOURCED YOUTHS. 1 1 0 200 0 0 8050771 5123038 0 0 1421060 1099763 179489 0 9651320 6222801 4995625 6644204 0 0 0 0 0 0 29421 283757 421280 5279382 7065484 4371938 -842683 48557181 45049463 4179682 5375950 44377499 39673513 TO SUPPORT BEST-IN-CLASS PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES THAT IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES FOR UNDER-RESOURCED YOUTH. false false 6843188 6644204 0 GRANTS TO CHARITABLE ORGANIZATIONS - IN 2018 THE FOUNDATION FUNDED 67 DOMESTIC ORGANIZATIONS AND 12 FOREIGN ORGANIZATIONS WITH GRANTS RANGING IN SIZE FROM $25,000 TO $600,000. WELLINGTON MANAGEMENT COMPANY LLP (WMC) PAYS THE OPERATING EXPENSES OF THE FOUNDATION AND PROVIDES OFFICE SPACE, INVESTMENT ADVISORY SERVICES AND ADMINISTRATIVE SUPPORT, VALUED AT $274,999, AT NO CHARGE TO THE FOUNDATION. 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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, COLUMNS B & C WELLINGTON MANAGEMENT FOUNDATION DID NOT HAVE ANY OFFICES, EMPLOYEES, AGENTS, OR INDEPENDENT CONTRACTORS OUTSIDE OF THE US DURING 2018. SCHEDULE F, PART II, COLUMN (D) Region: East Asia and the Pacific located in Singapore, Aidha aims to break the poverty cycle by providing a curriculum to low income women, many of whom have left their home countries, that helps them develop practical skills in money management in order to empower them and ensure their financial independence. region: 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 rRESCHOOLS DO NOT HAVE INTEGRATED PROGRAMS FOR CHILDREN FROM LOW-INCOME HOMES. region: 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. region: 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. region: 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. region: 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.). region: East Asia and the Pacific aBORIGINAL LITERACY FOUNDATION SEEKS TO TRANSFORM THE LIVES OF INDIGENOUS CHILDREN IN MELBOURNE, AUSTRALIA BY COLLABORATING WITH LOCAL COMMUNITIES AND PARTNERS TO DEVELOP LITERACY SKILLS AND NUMERACY EDUCATION. THE DIGITAL LITERACY HUB AIMS TO BRING A RANGE OF ASSETS INCLUDING NETWORKS, LIBRARIES, SCHOOLING RESOURCES, TOOLS, AND PORTALS TO A DIGITAL PLATFORM THAT ENABLES AN EASY tO ACCESS INTERACTIVE LEARNING ENVIRONMENT. Region: 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. Region: East Asia and the Pacific Learning for All aspires to end vicious cycle of educational divide and income inequality that exists in todays Japanese society, by providing learning support to those underprivileged children who are left behind by formal public education/ administration system. In their Learning Support program, they provide after-school tutoring sessions to children. They seek quality of their program over expansion of the program/organization itself: By building up successful learning support model they believe they can be a role model for other NPOs with similar mission, which will ultimately lead to broader impact on Japanese society. Region: East Asia and the Pacific Every year 1,800 public school children attend Stewart house next to Curl Curl beach at no cost to their parents or carers. 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. Region: East Asia and the Pacific Enrich is the leading Hong Kong charity promoting the economic empowerment of migrant domestic workers. The organization provides interactive workshops and activities on weekends and public holidays in native languages of domestic workers, equipping them with skills, knowledge and confidence to escape debt, plan for their future and achieve their goals. Enrich is impartial and does not sell or promote any financial products as part of their programs in order to create a safe, trusted learning environment. region: Europe 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. region: North America 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. true 826 Boston Inc 3035 Washington Street Roxbury MA 02119 208065915 501(c)(3) 50000 FMV See Part IV Aim High for High School 2030 Harrision St San Francisco CA 09411 943296338 501(c)(3) 50000 FMV See Part IV America SCORES New England 29 Germania Street Jamaica Plain MA 02130 043482756 501(c)(3) 50000 FMV See Part IV Artists for Humanity Inc 100 West 2nd ST - 2 Fl Boston MA 02127 043138434 501(c)(3) 50000 FMV See Part IV Atlantis Educational Foundation Inc 37 Park Street Fall River MA 02724 471751988 501(c)(3) 50000 FMV See Part IV Blessed Stephen Bellesini OSA Academy Inc 94 Bradford Street Lawrence MA 01840 043585445 501(c)(3) 350000 FMV See Part IV Boston Collegiate Charter School Foundation Inc 215 Sydney Street Dochester MA 02125 061503911 501(c)(3) 250000 FMV See Part IV Boston Debate League 31 State St 10th Floor Boston MA 02109 593789722 501(c)(3) 75000 FMV See Part IV Breakthrough Greater Boston Inc PO Box 381486 Cambridge MA 02238 043307783 501(c)(3) 50000 FMV See Part IV Breakthrough of Greater Philadelphia Inc 34 W Coulter St Philadelphia PA 19144 232789601 501(c)(3) 50000 FMV See Part IV Bridge Boston Foundation Inc 2 McLellan Street Dorchester MA 02121 275256986 501(c)(3) 50000 FMV See Part IV Brookview House Inc 2 Brookview Street Dorchester MA 02124 223032466 501(c)(3) 50000 FMV See Part IV BUILD Boston 2385 Bay Rd Redwood City CA 91063 943386695 501(c)(3) 50000 FMV See Part IV Chicago Jesuit Academy 5058 W Jackson Blvd Chicago IL 60644 202091040 501(c)(3) 50000 fmv See Part IV City Year Inc 287 Columbus Avenue Boston MA 02116 222882549 501(c)(3) 600000 FMV See Part IV Codman Academy Foundation 637 Washington Street Dorchester MA 02124 043559945 501(c)(3) 50000 FMV See Part IV Discovering Justice 1 Courthouse Way Boston MA 02210 043580231 501(c)(3) 50000 FMV See Part IV EVKIDS INC 170 Appleton Street Cambridge MA 02138 042702655 501(c)(3) 50000 FMV See Part IV Esperanza Academy Inc 198 Garden Street Lawrence MA 01840 731722348 501(c)(3) 50000 FMV See Part IV First Graduate 3130 20th St 275 san francisco CA 94110 943381171 501(c)(3) 50000 FMV See Part IV Friends of Excel Academy Charter Schools 58 Moore Street East Boston MA 02128 300211613 501(c)(3) 425000 FMV See Part IV Friends of St Stephen's Youth ProgramsInc 31 Lenox Street Boston MA 02118 261749602 501(c)(3) 50000 FMV See Part IV Friends of the Children-Boston Inc 555 Amory Street Boston MA 02130 201581289 501(c)(3) 350000 FMV See Part IV Generation Citizen Inc 175 Varick St 5th Fl New York NY 10014 272039522 501(c)(3) 50000 FMV See Part IV Generation Incorporated 25 Kingston Street 4th FL Boston MA 02111 043227007 501(c)(3) 50000 FMV See Part IV Hyde Square Task Force Inc 375 Centre Street Jamaica Plain MA 02130 043118543 501(c)(3) 50000 FMV See Part IV Invest in Girls Inc 125 Lake Street Sherborn MA 01770 453771260 501(c)(3) 50000 FMV See Part IV Jeremiah Program 130 Warren Street Roxbury MA 02119 411801834 501(c)(3) 250000 FMV See Part IV La Vida Inc 120 Munroe Street Lynn MA 01901 043396256 501(c)(3) 50000 FMV See Part IV LEAP for Education 209 Essex Street Salem MA 01970 471445061 501(c)(3) 50000 FMV See Part IV Let's Get Ready Inc 89 South Street Suite 401 Boston MA 02111 311698832 501(c)(3) 50000 FMV See Part IV Minds Matter National Inc PO Box 51066 Boston MA 02205 510494632 501(c)(3) 50000 FMV See Part IV Nativity School of Worcester Inc 67 Lincoln Street Worcester MA 01605 030385377 501(c)(3) 50000 FMV See Part IV Noonan Scholars 50 Milk Street 15th Floor Boston MA 02109 455619310 501(c)(3) 50000 FMV See Part IV OneGoal 215 W Superior St Ste 700 Chicago IL 60654 562369898 501(c)(3) 50000 FMV See Part IV Preparatory Foundation Inc 1286 Hyde Park Avenue Hyde Park MA 02136 113690799 501(c)(3) 50000 FMV See Part IV Raw Art Works Inc 37 Central Square Lynn MA 01901 222854850 501(c)(3) 50000 FMV See Part IV Smart From the Start 200 Bowdoin Street Dorchester MA 02122 311626186 501(c)(3) 50000 FMV See Part IV Soccer without Borders 9 Waterhouse Street Cambridge MA 02138 203786129 501(c)(3) 50000 FMV See Part IV Sociedad Latina Inc 1530 Tremont Street Roxbury MA 02120 042678255 501(c)(3) 425000 FMV See Part IV Sportsmen's Tennis & Enrichment Center Inc 950 Blue Hill Ave Dochester MA 02124 237037183 501(c)(3) 50000 FMV See Part IV Steppingstone Foundation Inc One Appleton St 4th Fl Boston MA 02116 043086666 501(c)(3) 50000 FMV See Part IV Steppingstone Scholars Inc 4112 Station St Philadelphia PA 19127 421612131 501(c)(3) 50000 FMV See Part IV Sue Duncan Children's Center Inc 4225 S Lake Park Avenue Chicago IL 60653 362637756 501(c)(3) 50000 FMV See Part IV TeenSHARP 311 N Fifth St Camden NJ 08102 272246880 501(c)(3) 50000 FMV See Part IV The Parent-Child Home Program Inc 1415 Kellum Pl Garden City NY 11530 112495601 501(c)(3) 250000 FMV See Part IV Tutoring Chicago 2145 N Halsted Chicago IL 60614 363718141 501(c)(3) 50000 FMV See Part IV UP Education Network Inc 90 Canal Street Suite 600 Boston MA 02114 272194956 501(c)(3) 50000 FMV See Part IV VSA Massachusetts Inc 89 S street Boston MA 02111 042699540 501(c)(3) 50000 FMV See Part IV WriteBoston Inc 2300 Washington St Roxbury MA 02119 461255108 501(c)(3) 50000 FMV See Part IV 10000 Degrees 781 Lincoln Avenue Suite 140 San Rafael CA 94901 953667812 501(c)(3) 50000 FMV SEE PART IV Boston Chinatown Neighborhood Center 885 Washington Street Boston MA 02111 237209691 501(C)(3) 25000 FMV SEE PART IV Third Secotr New England 89 South St Ste 700 Boston MA 02111 042261109 501(C)(3) 125000 FMV SEE PART IV Girls Inc of Worcester 125 Providence Street Worcester MA 01604 042123666 501(C)(3) 25000 FMV SEE PART IV Harlem Lacrosse and Leadership Corporation 2581 Adam Clayton Powell Jr Blvd New York NY 10039 451634118 501(C)(3) 25000 FMV SEE PART iV Dedham Country Day School 90 Sandy Valley Road Dedham MA 02026 042106704 501(C)(3) 50000 FMV SEE PART IV Episcopal Academy 1785 Bishop White Dr Newton Sq PA 19073 231370500 501(C)(3) 50000 FMV SEE PART IV Immigrant Family Services Institute Inc 575 Amer Legion HWY Roslindale MA 02131 474400495 501(C)(3) 25000 FMV SEE PART IV Julie's Family Learning Program Inc 133 Dorchester St S Boston MA 02127 113692512 501(C)(3) 25000 FMV SEE PART IV Lowell Community Charter School Friends Inc 206 Jackson Street Lowell MA 01852 043491690 501(C)(3) 25000 FMV SEE PART IV Silver Lining Mentoring Inc 727 Atlantic Ave Boston MA 02111 043575764 501(C)(3) 25000 FMV SEE PART IV The Sontag Prize in Urban Education Inc 50 Milk Street No 10 Boston MA 02109 471265528 501(C)(3) 25000 FMV SEE PART IV Year Up Inc 45 Milk Street 9th Floor Boston MA 02110 043534407 501(C)(3) 100000 FMV SEE PART IV Social Innovation Forum 2 oliver street ste 802 Boston MA 02109 473923576 501(C)(3) 100000 FMV SEE PART IV 64 SCHEDULE I, PART I, LINE 2 WELLINGTON MANAGEMENT PARTNERS AND EMPLOYEE VOLUNTEERS REVIEW THE GRANT APPLICYTIONS 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 I, PART 2, COLUMN H - PURPOSE OF GRANT to improve the education and educational opportunities of economically disadvantaged youth. FORM 990, QUESTION J HTTPS://WWW.WELLINGTON.COM/EN/COMMUNITY-ENGAGEMENT/ DESCRIPTION OF ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 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, SECTION B, LINE 11 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 15A & 15B THE FOUNDATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE FOUNDATION'S ANNUAL REPORT, WHICH INCLUDES ITS FINANCIAL STATEMENTS, AND CONTACT INFORMATION CAN BE FOUND ON ITS WEBSITE AT HTTPS://WWW.WELLINGTON.COM/EN/COMMUNITY-ENGAGEMENT/. WELLINGTON MANAGEMENT GRP LLP 280 CONGRESS STREET BOSTON MA 02210 042683227 INVESTMENT MGMT MA NA 0 WELLINGTON GROUP HOLDINGS LLP 280 CONGRESS ST BOSTON MA 02210 471167553 HOLDING COMPANY MA NA WELLINGTON TRUST COMPANY NA 280 CONGRESS STREET BOSTON MA 02210 042755549 INVESTMENT MGMT MA NA TRUST 0 0 0.00000 false false false true false false false false false false false false false true false false false false false false WELLINGTON MANAGEMENT COMPANY LLP C 137306 FMV WELLINGTON MANAGEMENT COMPANY LLP M 274999 FMV