WELLINGTON MANAGEMENT FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WELLINGTON MANAGEMENT FOUNDATION (EIN 04-6700836)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-13
IRS object ID
201742869349300444
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-13T16:38:35-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 CLARENDON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021165072ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046700836EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wellington Management FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% EUGENE FERRIInCareOfNm
Business Name ControlWELLBusinessNameControlTxt
Phone6179515000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1280 CONGRESS STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWELLINGTON TRUST COMPANY NAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6179515000PhoneNum
Signature2017-10-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMIKE A CINCOTTAPreparerPersonNm
PTINP01595811PTIN
Phone6172662000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address164.57.159.253IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id02007720172865000000FederalOriginalSubmissionId
Federal Original Submission Id2017-10-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id58E4EF637F6ED594D3BCB9F35B0E6FE454F65236AtSubmissionCreationDeviceId
At Submission Filing Device Id67B2BC73841294F920BAF1B46A562EAEE307B1D6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWELLINGTON TRUST COMPANYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1280 CONGRESS STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,201,102GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSEE SCHEDULE OWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1992FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO SUPPORT PROGRAMS AND ORGANIZATIONS in our communities that improve and/or provide educational opportunities for disadvantaged youths.ActivityOrMissionDesc
Voting Members Governing Body1VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers146TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,143,276PYContributionsGrantsAmt
CY Contributions Grants$4,763,747CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$946,667PYInvestmentIncomeAmt
CY Investment Income$222,389CYInvestmentIncomeAmt
PY Other Revenue$4,651PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,094,594PYTotalRevenueAmt
CY Total Revenue$4,986,136CYTotalRevenueAmt
PY Grants And Similar Paid$3,075,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,497,771CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,930CYTotalFundraisingExpenseAmt
PY Other Expenses$319,774PYOtherExpensesAmt
CY Other Expenses$554,794CYOtherExpensesAmt
PY Total Expenses$3,394,774PYTotalExpensesAmt
CY Total Expenses$5,052,565CYTotalExpensesAmt
PY Revenues Less Expenses$2,699,820PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$66,429CYRevenuesLessExpensesAmt
Total Assets BOY$35,153,352TotalAssetsBOYAmt
Total Assets EOY$38,735,961TotalAssetsEOYAmt
Total Liabilities BOY$2,375,965TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,162,863TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$32,777,387NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$35,573,098NetAssetsOrFundBalancesEOYAmt
MissionTo Support programs and organizations in our communities that improve and/or provide educational opportunities for disadvantaged youths.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,536,424ExpenseAmt
Grant$4,497,771GrantAmt
Revenue$0RevenueAmt
DescGRANTS TO CHARITABLE ORGANIZATIONS - IN 2016 THE FOUNDATION FUNDED 59 DOMESTIC ORGANIZATIONS AND 4 FOREIGN ORGANIZATIONS WITH GRANTS RANGING IN SIZE FROM $15,000 TO $300,000. WELLINGTON MANAGEMENT COMPANY LLP (WMC) PAYS THE OPERATING EXPENSES OF THE FOUNDATION AND PROVIDES OFFICE SPACE, INVESTMENT ADVISORY SERVICES AND ADMINISTRATIVE SUPPORT AT NO CHARGE TO THE FOUNDATION. DURING 2016, WMC PAID FOUNDATION EXPENSES THAT TOTALED $113,605.Desc
Total Program Service Expenses$4,536,424TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Governing Body Voting Members1GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonEUGENE FERRIPersonNm
Phone6179515000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1280 CONGRESS STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp

FieldValueIRS element (for citing)
PersonWELLINGTON TRUST COMPANY NAPersonNm
TitleTRUSTEETitleTxt
Average Hours Per Week0.0AverageHoursPerWeekRt
Average Hours Per Week Rltd Org0.0AverageHoursPerWeekRltdOrgRt
Institutional TrusteeYes (X)InstitutionalTrusteeInd
Reportable Comp From Org$0ReportableCompFromOrgAmt
Reportable Comp From Rltd Org$0ReportableCompFromRltdOrgAmt
Other Compensation$0OtherCompensationAmt
FieldValueIRS element (for citing)
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Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
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Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonNONEPersonNm
FieldValueIRS element (for citing)
Contractor AddressContractorAddress
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,763,747AllOtherContributionsAmt
Total Contributions$4,763,747TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$827,759TotalRevenueColumnAmt
Exclusion$827,759ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

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Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,609,596SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

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Securities$6,214,966SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$605,370SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

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Total Revenue Column-$605,370TotalRevenueColumnAmt
Exclusion-$605,370ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

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Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,986,136TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$222,389ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,208,000TotalAmt
Program Services$4,208,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$289,771TotalAmt
Program Services$289,771ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

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Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

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Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

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Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

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Other Employee Benefits OtherEmployeeBenefitsGrp

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Payroll Taxes PayrollTaxesGrp

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Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

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Total$179,570TotalAmt
Management And General$179,570ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

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Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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Total$54,079TotalAmt
Management And General$54,079ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

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Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

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Total$63,083TotalAmt
Program Services$38,653ProgramServicesAmt
Management And General$17,500ManagementAndGeneralAmt
Fundraising$6,930FundraisingAmt

Advertising AdvertisingGrp

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Total$0TotalAmt

Office Expenses OfficeExpensesGrp

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Total$3,178TotalAmt
Management And General$3,178ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

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Total$0TotalAmt

Occupancy OccupancyGrp

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Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

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Total$0TotalAmt

Interest InterestGrp

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Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

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Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
BAD DEBT EXPENSES$249,017$249,017
BANK FEES$2,462$2,462
MEALS$1,968$1,968
STATE FILING FEES$910$910

All Other Expenses AllOtherExpensesGrp

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Total$527TotalAmt
Management And General$527ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

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Total$5,052,565TotalAmt
Program Services$4,536,424ProgramServicesAmt
Management And General$509,211ManagementAndGeneralAmt
Fundraising$6,930FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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BOY$4,439,766BOYAmt
EOY$4,543,043EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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BOY$1,006,289BOYAmt
EOY$328,991EOYAmt

Accounts Receivable AccountsReceivableGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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BOY$0BOYAmt
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Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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BOY$0BOYAmt
EOY$78,750EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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BOY$29,707,297BOYAmt
EOY$33,785,177EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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Intangible Assets IntangibleAssetsGrp

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Other Assets Total OtherAssetsTotalGrp

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EOY$0EOYAmt

Total Assets TotalAssetsGrp

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BOY$35,153,352BOYAmt
EOY$38,735,961EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

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BOY$25,965BOYAmt
EOY$19,113EOYAmt

Grants Payable GrantsPayableGrp

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BOY$2,350,000BOYAmt
EOY$2,980,000EOYAmt

Deferred Revenue DeferredRevenueGrp

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BOY$0BOYAmt
EOY$85,000EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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Other Liabilities OtherLiabilitiesGrp

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EOY$78,750EOYAmt

Total Liabilities TotalLiabilitiesGrp

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BOY$2,375,965BOYAmt
EOY$3,162,863EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,499,891BOYAmt
EOY$35,255,792EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$277,496BOYAmt
EOY$317,306EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,777,387BOYAmt
EOY$35,573,098EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,153,352BOYAmt
EOY$38,735,961EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$66,429ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,673,367NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$188,773DonatedServicesAndUseFcltsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,932,047CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,491,671CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,154,837CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,143,276CurrentTaxYearMinus1YearAmt
Current Tax Year$4,763,747CurrentTaxYearAmt
Total$19,485,578TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,932,047CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,491,671CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,154,837CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,143,276CurrentTaxYearMinus1YearAmt
Current Tax Year$4,763,747CurrentTaxYearAmt
Total$19,485,578TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,876,650SubstantialContributorsTotAmt
Public Support Total170$17,608,928PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$656,346CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$494,018CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$822,492CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$661,259CurrentTaxYearMinus1YearAmt
Current Tax Year$827,759CurrentTaxYearAmt
Total$3,461,874TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$22,947,452TotalSupportAmt
Gross Receipts Rltd Activities$767,579GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76736PublicSupportCY170Pct
Public Support PY1700.74322PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED PARTYDesc
Amt$78,750Amt
FieldValueIRS element (for citing)
Total Liability$78,750TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$7,848,276TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,673,367NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$188,773DonatedServicesAndUseFcltsAmt
Revenue Not Reported$2,862,140RevenueNotReportedAmt
Revenue Subtotal$4,986,136RevenueSubtotalAmt
Total Revenue Per Form990$4,986,136TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,052,565TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$5,052,565ExpensesSubtotalAmt
Total Expenses Per Form990$5,052,565TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART X, LINE 2FormAndLineReferenceDesc
ExplanationWELLINGTON MANAGEMENT FOUNDATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE RELATED TO FIN48/ASC 740.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific00Grants to Recipients$85,000
Europe (Including Iceland and Greenland)00Grants to Recipients$204,771
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$289,771SubtotalSpentAmt
Total Spent$289,771TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
East Asia and the PacificSee Part V$35,000FMV
East Asia and the PacificSee Part V$25,000FMV
East Asia and the PacificSEE PART V$25,000FMV
Europe (Including Iceland and Greenland)SEE PART V$204,771FMV
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PART I, LINE 2WELLINGTON 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 2016.
SCHEDULE F, PART II, COLUMN (D)REGION: EAST ASIA AND THE PACIFIC Aboriginal Literacy Foundation seeks to transform the lives of Indigenous children 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 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. REGION: EAST ASIA AND THE PACIFIC Principal Chan Free Tutorial World PROVIDES FREE LEARNING SUPPORT TO CHILDREN WITH FINANCIAL DIFFICULTIES. ITS SERVICES INCLUDE: 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: 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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (59 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
826 Boston Inc
3035 Washington StreetRoxburyMA02119208065915501(c)(3)$310,000FMVSee Part IV
10000 Degrees
781 Lincoln Ave 140San RafaelCA94901953667812501(c)(3)$50,000FMVSee Part IV
Acad of the Pacific Rim Charter School Fdn
1 Westinghouse PlazaHyde ParkMA02136043286025501(c)(3)$40,000FMVSee Part IV
Beacon Academy Inc
477 Longwood AvenueBostonMA02215731710051501(c)(3)$60,000FMVSee Part IV
Franklin Institute Inc
41 BERKELEY STREETBOSTONMA02116222995201501(c)(3)$60,000FMVSee Part IV
Blessed Stephen Bellesini OSA Academy Inc
94 Bradford StreetLawrenceMA01840043585445501(c)(3)$60,000FMVSee Part IV
Boston Debate League
31 State STBostonMA02109593789722501(c)(3)$50,000FMVSee Part IV
COMMUNITY BOAT BUILDING
89 South St 700BostonMA02111042261109501(c)(3)$50,000FMVSee Part IV
BROOKVIEW HOUSE INC
2 BROOKVIEW STREETDORCHESTERMA02124223032466501(c)(3)$50,000FMVSee Part IV
Breakthrough Greater Boston
PO Box 381486CambridgeMA02238043307783501(c)(3)$75,000FMVSee Part IV
Breakthrough of Greater Philadelphia Inc
34 W Coulter StPhiladelphiaPA19144232789601501(c)(3)$75,000FMVSee Part IV
Codman Academy Foundation
637 Washington StreetDorchesterMA02124043559945501(c)(3)$41,500FMVSee Part IV
Epiphany School Inc
154 Centre StreetDorchesterMA02124043391788501(c)(3)$50,000FMVSee Part IV
Esperanza Academy Inc
198 Garden StreetLawrenceMA01840731722348501(c)(3)$40,000FMVSee Part IV
First Graduate
3130 20th St 275San FranciscoCA94110943381171501(c)(3)$25,000FMVSee Part IV
Friends of St Stephen's Youth ProgramsInc
31 Lenox StreetBostonMA02118261749602501(c)(3)$40,000FMVSee Part IV
Dedham Country Day School
90 Sandy Valley RoadDedhamMA02026042106704501(c)(3)$50,000FMVSee Part IV
Hyde Square Task Force Inc
375 Centre StreetJamaica PlainMA02130043118543501(c)(3)$45,000FMVSee Part IV
Let's Get Ready Inc
89 South Street Suite 401BostonMA02111311698832501(c)(3)$50,000FMVSee Part IV
Minds Matter National Inc
PO Box 51066BostonMA02205510494632501(c)(3)$60,000FMVSee Part IV
The Parent-Child Home Program Inc
1415 Kellum Pl 101Garden CityNY11530112495601501(c)(3)$50,000FMVSee Part IV
EARTHEN VESSELS INC
170 Appleton StreetCAMBRIDGEMA02138042702655501(c)(3)$25,000FMVSee Part IV
Sociedad Latina Inc
1530 Tremont StreetRoxburyMA02120042678255501(c)(3)$50,000FMVSee Part IV
Steppingstone Scholars Inc
4112 Station StPhiladelphiaPA19127421612131501(c)(3)$185,000FMVSee Part IV
Sue Duncan Children's Center Inc
4225 S Lake Park AvenueChicagoIL60653362637756501(c)(3)$300,000FMVSee Part IV
City Year Inc
287 Columbus AvenueBostonMA02116222882549501(c)(3)$100,000FMVSee Part IV
GENERATION CITIZEN
175 VARICK STNEW YORKNY10014272039522501(c)(3)$25,000FMVSee Part IV
NURTURY
95 Berkeley St 306BOSTONMA02116042105893501(c)(3)$25,000FMVSee Part IV
SMART FROM THE START INC
200 Bowdoin StreetDORCHESTERMA02122311626186501(C)(3)$40,000FMVSEE PART IV
FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS
58 Moore StreetEast BostonMA02128300211613501(c)(3)$31,500FMV
CHICAGO JESUIT ACADEMY
5058 W JACKSON BLVDCHICAGOIL606444324202091040501(C)(3)$30,000FMVSEE PART IV
TEENSHARP
311 N 5TH StCAMDENNJ08102272246880501(C)(3)$25,000FMVSEE PART IV
AIM HIGH FOR HIGH SCHOOL
2030 Harrision StSAN FRANCISCOCA94110943296338501(c)(3)$40,000FMVSEE PART IV
GENERATION INCORPORATED
25 KINGSTON ST 4TH FLBOSTONMA02111043227007501(C)(3)$40,000FMVSEE PART IV
HORIZONS FOR HOMELESS CHILDREN
1705 COLUMBUS AVENUEROXBURYMA02119222915188501(C)(3)$15,000FMVSEE PART IV
UP EDUCATION NETWORK INC
90 CANAL STREET SUITE 600BOSTONMA02114272194956501(C)(3)$70,000FMVSEE PART IV
PREPARATORY FOUNDATION INC
1286 HYDE PARK AVENUEHYDE PARKMA02136113690799501(C)(3)$50,000FMVSEE PART IV
BRIDGE BOSTON CHARTER SCHOOL
2 MCLELLAN STREETDORCHESTERMA02121275256986501(C)(3)$70,000FMVSEE PART IV
ARTISTS FOR HUMANITY INC
100 W 2ND STBOSTONMA02127043138434501(C)(3)$15,000FMVSEE PART IV
VSA MASSACHUSETTS INC
89 SOUTH STBOSTONMA02111042699540501(C)(3)$25,000FMVSEE PART IV
FRIENDS OF THE CHILDREN-BOSTON INC
555 AMORY STREETBOSTONMA02130201581289501(C)(3)$50,000FMVSEE PART IV
LEAP FOR EDUCATION
209 ESSEX STREETSALEMMA01970471445061501(C)(3)$40,000FMVSEE PART IV
Build greater boston
2385 BAY ROADREDWOOD CITYCA91063943386695501(C)(3)$175,000fmvSEE PART IV
NATIVITY PREPATORY SCHOOL BOSTON
39 lAMARTINE sTJAMAICA PLAINMA02130043063140501(C)(3)$125,000FMVSEE PART IV
STEPPINGSTONE ACADEMY BOSTON
ONE APPLETON ST 4TH FLRROXBURYMA02116043086666501(C)(3)$50,000FMVSEE PART IV
Massachusetts College of Art Foundation
621 Huntington AvenuebostonMA02115042742359501(C)(3)$25,000FMVSEE PART IV
RAW ART WORKS
37 CENTRAL SQUARELYNNMA01901222854850501(C)(3)$25,000FMVSEE PART IV
Sportsmen's Tennis & Enrichment Center
950 BLUE HILL AVENUEDORCHESTERMA02124237037183501(C)(3)$25,000FMVSEE PART IV
1647 Inc
24 SCHOOL ST 3RD FLRBOSTONMA02108812246887501(C)(3)$25,000FMVSEE PART IV
JEREMIAH PROGRAM
130 Warren StreetROXBURYMA02119411801834501(C)(3)$20,000FMVSEE PART IV
LA VIDA INC
120 MUNROE STREETLYNNMA01901043396256501(C)(3)$25,000FMVSEE PART IV
NOONAN SCHOLARS
50 MILK STREET 15TH FLOORBOSTONMA02109455619310501(C)(3)$25,000FMVSEE PART IV
DISCOVERING JUSTICE
1 Courthouse WaybostonMA02210043580231501(C)(3)$25,000FMVsee part iv
AMERICA SCORES BOSTON
29 GERMANIA STJAMAICA PLAINMA02130043482756501(C)(3)$30,000FMVSEE PART IV
BOSTON AFTER SCHOOL AND BEYOND
89 SOUTH ST 601BOSTONMA02111201308560501(C)(3)$235,000FMVSEE PART IV
EDVESTORS
140 CLARENDON ST 401BOSTONMA02116760794873501(C)(3)$200,000FMVSEE PART IV
NATIVITY WORCESTER
67 LINCOLN STWORCESTERMA01605030385377501(C)(3)$65,000FMVSEE PART IV
UTEC
15 WARREN STLOWELLMA01852383669532501(C)(3)$300,000FMVSEE PART IV
YEAR UP
45 MILK STBOSTONMA02109043534407501(C)(3)$250,000FMVSEE PART IV
FieldValueIRS element (for citing)
Total501c3 Org59Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationWELLINGTON 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, QUESTION JHTTPS://WWW.WELLINGTON.COM/EN/GRANTS-AND-CHARITABLE-GIVING DESCRIPTION OF ORGANIZATION'S MISSION FORM 990, PART I, LINE 1 EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH. 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 11THE 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 & 15BTHE FOUNDATION HAS NO EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19THE 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/GRANTS-AND-CHARITABLE-GIVING.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtUBI Code VUBICodeVAmt
WELLINGTON MANAGEMENT Group LLP
280 CONGRESS STREETBOSTONMA02210042683227INVESTMENT MGMTMANA$0
WELLINGTON GROUP HOLDINGS LLP
280 CONGRESS STBOSTONMA02210471167553HOLDING COMPANYMANA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WELLINGTON TRUST COMPANY NABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1280 CONGRESS STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
EIN042755549EIN
Primary ActivitiesINVESTMENT MGMTPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTRUSTEntityTypeTxt
Share Of Total Income$0ShareOfTotalIncomeAmt
Share Of EOY Assets$0ShareOfEOYAssetsAmt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WELLINGTON MANAGEMENT COMPANY LLP
C$113,605FMV
WELLINGTON MANAGEMENT COMPANY LLP
M$188,773FMV

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