WELLINGTON MANAGEMENT FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WELLINGTON MANAGEMENT FOUNDATION (EIN 04-6700836)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-09
- IRS object ID
- 201843139349301624
- Schema version
- 2017v2.3
- 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 | 2018-11-09T09:53:43-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2017-01-01 | 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) |
|---|---|---|
| In Care Of | % EUGENE FERRI | InCareOfNm |
| 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 | WELLINGTON TRUST COMPANY NA | PersonNm |
| Person Title | OFFICER OF TRUSTEE | PersonTitleTxt |
| Phone | 6179515000 | PhoneNum |
| Signature | 2018-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE A CINCOTTA | PreparerPersonNm |
| PTIN | P01595811 | PTIN |
| Phone | 6172662000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 164.57.159.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 02007720183135000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 07EAFD925CCA1FEAD840B1222161D9D8FBF21E94 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3B5AB39C75B0F766C6586D275CCC925E90F1416 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WELLINGTON TRUST COMPANY | PrincipalOfficerNm |
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 | $14,852,458 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SEE SCHEDULE O | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT best-in-class PROGRAMS AND ORGANIZATIONs in our communities that improve the education and educational opportunities for under-resourced youths. | ActivityOrMissionDesc |
| Voting Members Governing Body | 1 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 167 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,763,747 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,050,771 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $222,389 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,421,060 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $179,489 | CYOtherRevenueAmt |
| PY Total Revenue | $4,986,136 | PYTotalRevenueAmt |
| CY Total Revenue | $9,651,320 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,497,771 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,995,625 | 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 | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $554,794 | PYOtherExpensesAmt |
| CY Other Expenses | $283,757 | CYOtherExpensesAmt |
| PY Total Expenses | $5,052,565 | PYTotalExpensesAmt |
| CY Total Expenses | $5,279,382 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$66,429 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,371,938 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,735,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,557,181 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,162,863 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,179,682 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,573,098 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,377,499 | 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 | $5,040,156 | ExpenseAmt |
| Grant | $4,995,625 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS TO CHARITABLE ORGANIZATIONS - IN 2017 THE FOUNDATION FUNDED 67 DOMESTIC ORGANIZATIONS AND 8 FOREIGN ORGANIZATIONS WITH GRANTS RANGING IN SIZE FROM $15,000 TO $350,000. WELLINGTON MANAGEMENT COMPANY LLP (WMC) PAYS THE OPERATING EXPENSES OF THE FOUNDATION AND PROVIDES OFFICE SPACE, INVESTMENT ADVISORY SERVICES AND ADMINISTRATIVE SUPPORT, VALUED AT $187,721, AT NO CHARGE TO THE FOUNDATION. DURING 2017, WMC PAID FOUNDATION EXPENSES THAT TOTALED $117,906. | Desc |
| Total Program Service Expenses | $5,040,156 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE FERRI | PersonNm |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WELLINGTON TRUST COMPANY NA | PersonNm |
| 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NONE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,043,229 | FundraisingAmt |
| All Other Contributions | $7,007,542 | AllOtherContributionsAmt |
| Total Contributions | $8,050,771 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $920,185 | TotalRevenueColumnAmt |
| Exclusion | $920,185 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,382,046 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,881,171 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $500,875 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $500,875 | TotalRevenueColumnAmt |
| Exclusion | $500,875 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $499,456 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,043,229 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $319,967 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,489 | TotalRevenueColumnAmt |
| Exclusion | $179,489 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,651,320 | TotalRevenueColumnAmt |
| Exclusion | $1,600,549 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,718,000 | TotalAmt |
| Program Services | $4,718,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,625 | TotalAmt |
| Program Services | $277,625 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,639 | TotalAmt |
| Management And General | $147,639 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,119 | TotalAmt |
| Management And General | $57,119 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,955 | TotalAmt |
| Program Services | $44,531 | ProgramServicesAmt |
| Management And General | $15,424 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,775 | TotalAmt |
| Management And General | $2,775 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,741 | TotalAmt |
| Management And General | $2,741 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| BAD DEBT EXPENSES | $10,016 | $10,016 |
| BANK FEES | $2,087 | $2,087 |
| STATE FILING FEES | $1,425 | $1,425 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,279,382 | TotalAmt |
| Program Services | $5,040,156 | ProgramServicesAmt |
| Management And General | $239,226 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $4,543,043 | BOYAmt |
| EOY | $6,340,729 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,991 | BOYAmt |
| EOY | $750,042 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,750 | BOYAmt |
| EOY | $0 | EOYAmt |
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 | $33,785,177 | BOYAmt |
| EOY | $41,466,410 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
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 | $38,735,961 | BOYAmt |
| EOY | $48,557,181 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,113 | BOYAmt |
| EOY | $54,682 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,980,000 | BOYAmt |
| EOY | $4,125,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,750 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,162,863 | BOYAmt |
| EOY | $4,179,682 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,255,792 | BOYAmt |
| EOY | $44,025,965 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,306 | BOYAmt |
| EOY | $351,534 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,573,098 | BOYAmt |
| EOY | $44,377,499 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,735,961 | BOYAmt |
| EOY | $48,557,181 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,371,938 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,244,742 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $187,721 | DonatedServicesAndUseFcltsAmt |
| 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 | $2,491,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,154,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,143,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,763,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,050,771 | CurrentTaxYearAmt |
| Total | $25,604,302 | 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 | $2,491,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,154,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,143,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,763,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,050,771 | CurrentTaxYearAmt |
| Total | $25,604,302 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,951,285 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,653,017 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $494,018 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $822,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $661,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $827,759 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $920,185 | CurrentTaxYearAmt |
| Total | $3,725,713 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,330,015 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $875,901 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80644 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76736 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Rev Etc Audited Fincl Stmt | $14,403,750 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,244,742 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $187,721 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $4,432,463 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,971,287 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$319,967 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$319,967 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,651,320 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,599,349 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $319,967 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $319,967 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,279,382 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,279,382 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | WELLINGTON MANAGEMENT FOUNDATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE RELATED TO FIN48/ASC 740. |
| Schedule d, part xi, line 4b & part xii, line 2d | Fundraising event Expense of $319,967 that is included in event expenses on the Foundation's Audited Financial Statements has been reclassed and reported on Part VIII, Line 8b, as required by the form 990 instructions. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| East Asia and the Pacific | Grantmaking | $200,000 |
| Europe (Including Iceland and Greenland) | Grantmaking | $77,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $277,625 | SubtotalSpentAmt |
| Total Spent | $277,625 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| East Asia and the Pacific | SEE PART V | $25,000 | FMV |
| East Asia and the Pacific | SEE PART V | $40,000 | fmv |
| East Asia and the Pacific | SEE PART v | $25,000 | fmv |
| East Asia and the Pacific | SEE PART V | $27,000 | fmv |
| East Asia and the Pacific | See Part V | $25,000 | fmv |
| East Asia and the Pacific | See Part V | $28,000 | fmv |
| East Asia and the Pacific | See Part V | $30,000 | fmv |
| Europe (Including Iceland and Greenland) | SEE PART V | $77,625 | fmv |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | 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, COLUMNS B & C WELLINGTON MANAGEMENT FOUNDATION DID NOT HAVE ANY OFFICES, EMPLOYEES, AGENTS, OR INDEPENDENT CONTRACTORS OUTSIDE OF THE US DURING 2017. |
| 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: 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,542,685 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,043,229 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $499,456 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $35,072 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $78,750 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $113,247 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $34,180 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $58,718 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,542,685 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,043,229 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $499,456 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $35,072 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $78,750 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $113,247 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $34,180 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $58,718 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $319,967 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $179,489 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (67 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 1647 Inc | |||||||||
| 24 School St 3rd Floor | Boston | MA | 02108 | 812246887 | 501(C)(3) | $25,000 | FMV | See Part IV | |
| 826 Boston Inc | |||||||||
| 3035 Washington Street | Roxbury | MA | 02119 | 208065915 | 501(c)(3) | $60,000 | FMV | See Part IV | |
| Aim High for High School | |||||||||
| 2030 Harrision St | San Francisco | CA | 09411 | 943296338 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| America SCORES New England | |||||||||
| 29 Germania Street | Jamaica Plain | MA | 02130 | 043482756 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Artists for Humanity Inc | |||||||||
| 100 West 2nd ST - 2 Fl | Boston | MA | 02127 | 043138434 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| Atlantis Educational Foundation Inc | |||||||||
| 37 Park Street | Fall River | MA | 02724 | 471751988 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Beacon Academy Inc | |||||||||
| 477 Longwood Avenue | Boston | MA | 02215 | 731710051 | 501(c)(3) | $45,000 | FMV | See Part IV | |
| Blessed Stephen Bellesini OSA Academy Inc | |||||||||
| 94 Bradford Street | Lawrence | MA | 01840 | 043585445 | 501(c)(3) | $65,000 | FMV | See Part IV | |
| Boston After School & Beyond Inc | |||||||||
| 89 South Street Suite 601 | Boston | MA | 02111 | 201308560 | 501(c)(3) | $35,000 | FMV | See Part IV | |
| Boston Collegiate Charter School Foundation Inc | |||||||||
| 215 Sydney Street | Dochester | MA | 02125 | 061503911 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| Boston Debate League | |||||||||
| 31 State St 10th Floor | Boston | MA | 02109 | 593789722 | 501(c)(3) | $100,000 | FMV | See Part IV | |
| Bottom Line Inc | |||||||||
| 50 Milk St 11th Floor | Boston | MA | 02109 | 043351427 | 501(c)(3) | $350,000 | FMV | See Part IV | |
| Breakthrough Greater Boston Inc | |||||||||
| PO Box 381486 | Cambridge | MA | 02238 | 043307783 | 501(c)(3) | $575,000 | FMV | See Part IV | |
| Breakthrough of Greater Philadelphia Inc | |||||||||
| 34 W Coulter St | Philadelphia | PA | 19144 | 232789601 | 501(c)(3) | $85,000 | FMV | See Part IV | |
| Bridge Boston Foundation Inc | |||||||||
| 2 McLellan Street | Dorchester | MA | 02121 | 275256986 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Brookview House Inc | |||||||||
| 2 Brookview Street | Dorchester | MA | 02124 | 223032466 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| BUILD Boston | |||||||||
| 2385 Bay Rd | Redwood City | CA | 91063 | 943386695 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Chicago Jesuit Academy | |||||||||
| 5058 W Jackson Blvd | Chicago | IL | 60644 | 202091040 | 501(c)(3) | $30,000 | fmv | See Part IV | |
| City Year Inc | |||||||||
| 287 Columbus Avenue | Boston | MA | 02116 | 222882549 | 501(c)(3) | $100,000 | FMV | See Part IV | |
| Codman Academy Foundation | |||||||||
| 637 Washington Street | Dorchester | MA | 02124 | 043559945 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| College for Social Innovation Inc | |||||||||
| 89 South Street No 407 | Boston | MA | 02111 | 474425987 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| Dedham Country Day School | |||||||||
| 90 Sandy Valley Road | Dedham | MA | 02026 | 042106704 | 501(c)(3) | $40,000 | FMV | See Part IV | |
| Discovering Justice | |||||||||
| 1 Courthouse Way | Boston | MA | 02210 | 043580231 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| EVKIDS INC | |||||||||
| 170 Appleton Street | Cambridge | MA | 02138 | 042702655 | 501(c)(3) | $40,000 | FMV | See Part IV | |
| Epiphany School Inc | |||||||||
| 154 Centre Street | Dorchester | MA | 02124 | 043391788 | 501(c)(3) | $290,000 | FMV | See Part IV | |
| Episcopal Academy | |||||||||
| 1785 Bishop White Dr | Newtown | PA | 19073 | 231370500 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| Esperanza Academy Inc | |||||||||
| 198 Garden Street | Lawrence | MA | 01840 | 731722348 | 501(c)(3) | $65,000 | FMV | See Part IV | |
| First Graduate | |||||||||
| 3130 20th St 275 | san francisco | CA | 94110 | 943381171 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| Franklin Institute Inc | |||||||||
| 41 Berkeley Street | Boston | MA | 02116 | 222995201 | 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) | $50,000 | FMV | See Part IV | |
| Friends of St Stephen's Youth ProgramsInc | |||||||||
| 31 Lenox Street | Boston | MA | 02118 | 261749602 | 501(c)(3) | $40,000 | FMV | See Part IV | |
| Friends of the Children-Boston Inc | |||||||||
| 555 Amory Street | Boston | MA | 02130 | 201581289 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Generation Citizen Inc | |||||||||
| 175 Varick St 5th Fl | New York | NY | 10014 | 272039522 | 501(c)(3) | $395,000 | FMV | See Part IV | |
| Generation Incorporated | |||||||||
| 25 Kingston Street 4th FL | Boston | MA | 02111 | 043227007 | 501(c)(3) | $45,000 | FMV | See Part IV | |
| Horizons for Homeless Children | |||||||||
| 1705 Columbus Avenue | Roxbury | MA | 02119 | 222915188 | 501(c)(3) | $40,000 | FMV | See Part IV | |
| Hyde Square Task Force Inc | |||||||||
| 375 Centre Street | Jamaica Plain | MA | 02130 | 043118543 | 501(c)(3) | $45,000 | FMV | See Part IV | |
| Invest in Girls Inc | |||||||||
| 125 Lake Street | Sherborn | MA | 01770 | 453771260 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| Jeremiah Program | |||||||||
| 130 Warren Street | Roxbury | MA | 02119 | 411801834 | 501(c)(3) | $20,000 | FMV | See Part IV | |
| La Vida Inc | |||||||||
| 120 Munroe Street | Lynn | MA | 01901 | 043396256 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| LEAP for Education | |||||||||
| 209 Essex Street | Salem | MA | 01970 | 471445061 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Let's Get Ready Inc | |||||||||
| 89 South Street Suite 401 | Boston | MA | 02111 | 311698832 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Massachusetts College of Art and Design Fnd | |||||||||
| 621 Huntington Avenue | Boston | MA | 02115 | 042742359 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| Minds Matter National Inc | |||||||||
| PO Box 51066 | Boston | MA | 02205 | 510494632 | 501(c)(3) | $70,000 | FMV | See Part IV | |
| Nativity School of Worcester Inc | |||||||||
| 67 Lincoln Street | Worcester | MA | 01605 | 030385377 | 501(c)(3) | $65,000 | FMV | See Part IV | |
| Noonan Scholars | |||||||||
| 50 Milk Street 15th Floor | Boston | MA | 02109 | 455619310 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Nurtury Inc | |||||||||
| 95 Berkeley St Ste 306 | Boston | MA | 02116 | 042105893 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| OneGoal | |||||||||
| 215 W Superior St Ste 700 | Chicago | IL | 60654 | 562369898 | 501(c)(3) | $15,000 | FMV | See Part IV | |
| Preparatory Foundation Inc | |||||||||
| 1286 Hyde Park Avenue | Hyde Park | MA | 02136 | 113690799 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Raw Art Works Inc | |||||||||
| 37 Central Square | Lynn | MA | 01901 | 222854850 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Resilient Coders Inc | |||||||||
| 10 Greenley Place | Jamaica Plain | MA | 02130 | 471882343 | 501(c)(3) | $15,000 | FMV | See Part IV | |
| Smart From the Start | |||||||||
| 200 Bowdoin Street | Dorchester | MA | 02122 | 311626186 | 501(c)(3) | $40,000 | FMV | See Part IV | |
| Soccer without Borders | |||||||||
| 9 Waterhouse Street | Cambridge | MA | 02138 | 203786129 | 501(c)(3) | $15,000 | FMV | See Part IV | |
| Sociedad Latina Inc | |||||||||
| 1530 Tremont Street | Roxbury | MA | 02120 | 042678255 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Sportsmen's Tennis & Enrichment Center Inc | |||||||||
| 950 Blue Hill Ave | Dochester | MA | 02124 | 237037183 | 501(c)(3) | $35,000 | FMV | See Part IV | |
| Steppingstone Foundation Inc | |||||||||
| One Appleton St 4th Fl | Boston | MA | 02116 | 043086666 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| Steppingstone Scholars Inc | |||||||||
| 4112 Station St | Philadelphia | PA | 19127 | 421612131 | 501(c)(3) | $70,000 | FMV | See Part IV | |
| Sue Duncan Children's Center Inc | |||||||||
| 4225 S Lake Park Avenue | Chicago | IL | 60653 | 362637756 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| TeenSHARP | |||||||||
| 311 N Fifth St | Camden | NJ | 08102 | 272246880 | 501(c)(3) | $30,000 | FMV | See Part IV | |
| The Match Foundation Inc | |||||||||
| 215 Forest Hills St | Jamaica Plain | MA | 02130 | 043476160 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| The Parent-Child Home Program Inc | |||||||||
| 1415 Kellum Pl | Garden City | NY | 11530 | 112495601 | 501(c)(3) | $35,000 | FMV | See Part IV | |
| Third Sector New England Inc | |||||||||
| 89 South St Ste 700 | Boston | MA | 02111 | 042261109 | 501(c)(3) | $65,000 | FMV | See Part IV | |
| Tutoring Chicago | |||||||||
| 2145 N Halsted | Chicago | IL | 60614 | 363718141 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| UP Education Network Inc | |||||||||
| 90 Canal Street Suite 600 | Boston | MA | 02114 | 272194956 | 501(c)(3) | $50,000 | FMV | See Part IV | |
| VSA Massachusetts Inc | |||||||||
| 89 S street | Boston | MA | 02111 | 042699540 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| WriteBoston Inc | |||||||||
| 2300 Washington St | Roxbury | MA | 02119 | 461255108 | 501(c)(3) | $25,000 | FMV | See Part IV | |
| 10000 Degrees | |||||||||
| 781 Lincoln Avenue | San Rafael | CA | 94901 | 953667812 | 501(c)(3) | $420,000 | FMV | SEE PART IV | Suite 140 |
| rockefeller philanthropy advisors | |||||||||
| 6 west 48 street | new york | NY | 10036 | 133615533 | 501(c)(3) | $15,000 | fmv | See Part IV | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 67 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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 I, PART 2, COLUMN H - PURPOSE OF GRANT to improve the education and educational opportunities of economically disadvantaged youth. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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/. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT Group 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 | |
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 MGMT | 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 |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| 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 | ||
| C | $117,906 | FMV |
| WELLINGTON MANAGEMENT COMPANY LLP | ||
| M | $187,721 | FMV |
Comments