2018-11-09T09:53:43-06:00 2017-12-31 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990 2017-01-01 046700836 Wellington Management Foundation % EUGENE FERRI WELL 6179515000 280 CONGRESS STREET BOSTON MA 02210 WELLINGTON TRUST COMPANY NA OFFICER OF TRUSTEE 6179515000 2018-10-22 true MIKE A CINCOTTA P01595811 6172662000 164.57.159.254 02007720183135000000 2018-11-09 P 07EAFD925CCA1FEAD840B1222161D9D8FBF21E94 C3B5AB39C75B0F766C6586D275CCC925E90F1416 2017 2019-02-21 02:37:17Z WELLINGTON TRUST COMPANY 280 CONGRESS STREET BOSTON MA 02210 14852458 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 0 167 0 0 4763747 8050771 0 0 222389 1421060 0 179489 4986136 9651320 4497771 4995625 0 0 0 0 0 0 0 554794 283757 5052565 5279382 -66429 4371938 38735961 48557181 3162863 4179682 35573098 44377499 to support best-in-class programs and organizations in our communities that improve the education and educational opportunities for under-resourced youth. false false 5040156 4995625 0 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. 5040156 true true false false false false false false false false false false false false false false true false false false true true false false true false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false X 1 1 false false false false false false false true true false false false false false false false false false IL MA PA X EUGENE FERRI 6179515000 280 CONGRESS STREET BOSTON MA 02210 X WELLINGTON TRUST COMPANY NA TRUSTEE 0.0 0.0 X 0 0 0 0 0 0 0 false false false NONE 0 1043229 7007542 8050771 0 920185 920185 0 0 0 0 0 5382046 4881171 500875 500875 500875 499456 1043229 319967 179489 179489 0 0 0 0 0 0 0 9651320 1600549 4718000 4718000 0 277625 277625 0 0 0 0 0 0 0 147639 147639 0 57119 57119 0 0 0 59955 44531 15424 0 2775 2775 0 0 0 2741 2741 0 0 0 0 0 0 BAD DEBT EXPENSES 10016 10016 BANK FEES 2087 2087 STATE FILING FEES 1425 1425 5279382 5040156 239226 0 0 0 4543043 6340729 328991 750042 0 0 0 0 0 0 0 0 0 0 78750 0 0 0 33785177 41466410 0 0 0 0 0 0 0 0 38735961 48557181 19113 54682 2980000 4125000 85000 0 0 0 0 0 0 0 0 0 0 0 78750 0 3162863 4179682 X 35255792 44025965 317306 351534 0 0 35573098 44377499 38735961 48557181 4371938 4244742 187721 X false true X false false X 2491671 5154837 5143276 4763747 8050771 25604302 0 0 2491671 5154837 5143276 4763747 8050771 25604302 1951285 23653017 494018 822492 661259 827759 920185 3725713 0 0 29330015 875901 0.80644 0.76736 X 14403750 4244742 187721 4432463 9971287 -319967 -319967 9651320 5599349 319967 319967 5279382 5279382 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. true East Asia and the Pacific Grantmaking 200000 Europe (Including Iceland and Greenland) Grantmaking 77625 277625 277625 East Asia and the Pacific SEE PART V 25000 FMV East Asia and the Pacific SEE PART V 40000 fmv East Asia and the Pacific SEE PART v 25000 fmv East Asia and the Pacific SEE PART V 27000 fmv East Asia and the Pacific See Part V 25000 fmv East Asia and the Pacific See Part V 28000 fmv East Asia and the Pacific See Part V 30000 fmv Europe (Including Iceland and Greenland) SEE PART V 77625 fmv 8 false false false false false false 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. GALA 1542685 1043229 499456 35072 78750 113247 34180 58718 0 1542685 1043229 499456 35072 78750 113247 34180 58718 319967 179489 true 1647 Inc 24 School St 3rd Floor Boston MA 02108 812246887 501(C)(3) 25000 FMV See Part IV 826 Boston Inc 3035 Washington Street Roxbury MA 02119 208065915 501(c)(3) 60000 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) 25000 FMV See Part IV Atlantis Educational Foundation Inc 37 Park Street Fall River MA 02724 471751988 501(c)(3) 50000 FMV See Part IV Beacon Academy Inc 477 Longwood Avenue Boston MA 02215 731710051 501(c)(3) 45000 FMV See Part IV Blessed Stephen Bellesini OSA Academy Inc 94 Bradford Street Lawrence MA 01840 043585445 501(c)(3) 65000 FMV See Part IV Boston After School & Beyond Inc 89 South Street Suite 601 Boston MA 02111 201308560 501(c)(3) 35000 FMV See Part IV Boston Collegiate Charter School Foundation Inc 215 Sydney Street Dochester MA 02125 061503911 501(c)(3) 25000 FMV See Part IV Boston Debate League 31 State St 10th Floor Boston MA 02109 593789722 501(c)(3) 100000 FMV See Part IV Bottom Line Inc 50 Milk St 11th Floor Boston MA 02109 043351427 501(c)(3) 350000 FMV See Part IV Breakthrough Greater Boston Inc PO Box 381486 Cambridge MA 02238 043307783 501(c)(3) 575000 FMV See Part IV Breakthrough of Greater Philadelphia Inc 34 W Coulter St Philadelphia PA 19144 232789601 501(c)(3) 85000 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) 30000 fmv See Part IV City Year Inc 287 Columbus Avenue Boston MA 02116 222882549 501(c)(3) 100000 FMV See Part IV Codman Academy Foundation 637 Washington Street Dorchester MA 02124 043559945 501(c)(3) 50000 FMV See Part IV College for Social Innovation Inc 89 South Street No 407 Boston MA 02111 474425987 501(c)(3) 25000 FMV See Part IV Dedham Country Day School 90 Sandy Valley Road Dedham MA 02026 042106704 501(c)(3) 40000 FMV See Part IV Discovering Justice 1 Courthouse Way Boston MA 02210 043580231 501(c)(3) 25000 FMV See Part IV EVKIDS INC 170 Appleton Street Cambridge MA 02138 042702655 501(c)(3) 40000 FMV See Part IV Epiphany School Inc 154 Centre Street Dorchester MA 02124 043391788 501(c)(3) 290000 FMV See Part IV Episcopal Academy 1785 Bishop White Dr Newtown PA 19073 231370500 501(c)(3) 25000 FMV See Part IV Esperanza Academy Inc 198 Garden Street Lawrence MA 01840 731722348 501(c)(3) 65000 FMV See Part IV First Graduate 3130 20th St 275 san francisco CA 94110 943381171 501(c)(3) 25000 FMV See Part IV Franklin Institute Inc 41 Berkeley Street Boston MA 02116 222995201 501(c)(3) 60000 FMV See Part IV Friends of Excel Academy Charter Schools 58 Moore Street East Boston MA 02128 300211613 501(c)(3) 50000 FMV See Part IV Friends of St Stephen's Youth ProgramsInc 31 Lenox Street Boston MA 02118 261749602 501(c)(3) 40000 FMV See Part IV Friends of the Children-Boston Inc 555 Amory Street Boston MA 02130 201581289 501(c)(3) 50000 FMV See Part IV Generation Citizen Inc 175 Varick St 5th Fl New York NY 10014 272039522 501(c)(3) 395000 FMV See Part IV Generation Incorporated 25 Kingston Street 4th FL Boston MA 02111 043227007 501(c)(3) 45000 FMV See Part IV Horizons for Homeless Children 1705 Columbus Avenue Roxbury MA 02119 222915188 501(c)(3) 40000 FMV See Part IV Hyde Square Task Force Inc 375 Centre Street Jamaica Plain MA 02130 043118543 501(c)(3) 45000 FMV See Part IV Invest in Girls Inc 125 Lake Street Sherborn MA 01770 453771260 501(c)(3) 25000 FMV See Part IV Jeremiah Program 130 Warren Street Roxbury MA 02119 411801834 501(c)(3) 20000 FMV See Part IV La Vida Inc 120 Munroe Street Lynn MA 01901 043396256 501(c)(3) 25000 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 Massachusetts College of Art and Design Fnd 621 Huntington Avenue Boston MA 02115 042742359 501(c)(3) 25000 FMV See Part IV Minds Matter National Inc PO Box 51066 Boston MA 02205 510494632 501(c)(3) 70000 FMV See Part IV Nativity School of Worcester Inc 67 Lincoln Street Worcester MA 01605 030385377 501(c)(3) 65000 FMV See Part IV Noonan Scholars 50 Milk Street 15th Floor Boston MA 02109 455619310 501(c)(3) 50000 FMV See Part IV Nurtury Inc 95 Berkeley St Ste 306 Boston MA 02116 042105893 501(c)(3) 25000 FMV See Part IV OneGoal 215 W Superior St Ste 700 Chicago IL 60654 562369898 501(c)(3) 15000 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 Resilient Coders Inc 10 Greenley Place Jamaica Plain MA 02130 471882343 501(c)(3) 15000 FMV See Part IV Smart From the Start 200 Bowdoin Street Dorchester MA 02122 311626186 501(c)(3) 40000 FMV See Part IV Soccer without Borders 9 Waterhouse Street Cambridge MA 02138 203786129 501(c)(3) 15000 FMV See Part IV Sociedad Latina Inc 1530 Tremont Street Roxbury MA 02120 042678255 501(c)(3) 50000 FMV See Part IV Sportsmen's Tennis & Enrichment Center Inc 950 Blue Hill Ave Dochester MA 02124 237037183 501(c)(3) 35000 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) 70000 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) 30000 FMV See Part IV The Match Foundation Inc 215 Forest Hills St Jamaica Plain MA 02130 043476160 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) 35000 FMV See Part IV Third Sector New England Inc 89 South St Ste 700 Boston MA 02111 042261109 501(c)(3) 65000 FMV See Part IV Tutoring Chicago 2145 N Halsted Chicago IL 60614 363718141 501(c)(3) 25000 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) 25000 FMV See Part IV WriteBoston Inc 2300 Washington St Roxbury MA 02119 461255108 501(c)(3) 25000 FMV See Part IV 10000 Degrees 781 Lincoln Avenue Suite 140 San Rafael CA 94901 953667812 501(c)(3) 420000 FMV SEE PART IV rockefeller philanthropy advisors 6 west 48 street new york NY 10036 133615533 501(c)(3) 15000 fmv See Part IV 67 SCHEDULE I, 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 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 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 WELLINGTON TRUST COMPANY NA 280 CONGRESS STREET BOSTON MA 02210 042755549 INVESTMENT MGMT MA NA TRUST 0 0 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 117906 FMV WELLINGTON MANAGEMENT COMPANY LLP M 187721 FMV