WELLINGTON MANAGEMENT FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WELLINGTON MANAGEMENT FOUNDATION (EIN 04-6700836)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202523179349309532
Schema version
2024v5.1
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)
Return2025-11-13T17:07:35+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

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 Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046700836EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLINGTON MANAGEMENT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
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)
PersonMICHAELPersonNm
Person TitleFEDERPersonTitleTxt
Phone6179515000PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGeorge PaganoPreparerPersonNm
PTINP01978122PTIN
Phone6172662000PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLINGTON TRUST COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1280 CONGRESS STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$60,711,136GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://WWW.WELLINGTON.COM/EN/ABOUT-US/COMMUNITY-ENGAGEMENTWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1992FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSee Schedule OActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers150TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$4,178,244PYContributionsGrantsAmt
CY Contributions Grants$2,909,518CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,119,133PYInvestmentIncomeAmt
CY Investment Income$8,920,240CYInvestmentIncomeAmt
PY Other Revenue$246,749PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,544,126PYTotalRevenueAmt
CY Total Revenue$11,829,758CYTotalRevenueAmt
PY Grants And Similar Paid$7,996,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,020,000CYGrantsAndSimilarPaidAmt
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$38,358CYTotalFundraisingExpenseAmt
PY Other Expenses$368,281PYOtherExpensesAmt
CY Other Expenses$344,686CYOtherExpensesAmt
PY Total Expenses$8,364,281PYTotalExpensesAmt
CY Total Expenses$7,364,686CYTotalExpensesAmt
PY Revenues Less Expenses-$820,155PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,465,072CYRevenuesLessExpensesAmt
Total Assets BOY$47,425,522TotalAssetsBOYAmt
Total Assets EOY$46,540,318TotalAssetsEOYAmt
Total Liabilities BOY$6,839,579TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,481,500TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$40,585,943NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$41,058,818NetAssetsOrFundBalancesEOYAmt
MissionTO 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$7,132,840ExpenseAmt
Grant$6,980,000GrantAmt
Revenue$0RevenueAmt
DescGRANTS TO CHARITABLE ORGANIZATIONS - IN 2024 THE FOUNDATION FUNDED 75 DOMESTIC ORGANIZATIONS AND 17 FOREIGN ORGANIZATIONS WITH GRANTS RANGING IN SIZE FROM $30,000 TO $1,090,000. WELLINGTON MANAGEMENT COMPANY LLP (WMC) PAYS THE OPERATING EXPENSES OF THE FOUNDATION AND PROVIDES OFFICE SPACE, INVESTMENT ADVISORY SERVICES AND ADMINISTRATIVE SUPPORT, VALUED AT $297,241 AT NO CHARGE TO THE FOUNDATION. DURING 2024, WMC PAID FOUNDATION EXPENSES THAT TOTALED $179,009.Desc
Total Program Service Expenses$7,132,840TotalProgramServiceExpensesAmt
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
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
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
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
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 With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
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
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SARAH MILLENBusinessNameLine1Txt
FieldValueIRS element (for citing)
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)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,909,518AllOtherContributionsAmt
Total Contributions$2,909,518TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,228,894TotalRevenueColumnAmt
Exclusion$1,228,894ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$56,572,724SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$48,881,378SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,691,346SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,691,346TotalRevenueColumnAmt
Exclusion$7,691,346ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,829,758TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,920,240ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,970,000TotalAmt
Program Services$4,970,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,050,000TotalAmt
Program Services$2,050,000ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$121,874TotalAmt
Program Services$79,925ProgramServicesAmt
Management And General$41,949ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$53,250TotalAmt
Program Services$0ProgramServicesAmt
Management And General$53,250ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$112,645TotalAmt
Program Services$60,781ProgramServicesAmt
Management And General$51,864ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$33,302TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$33,302FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,595TotalAmt
Program Services$12,134ProgramServicesAmt
Management And General$6,405ManagementAndGeneralAmt
Fundraising$5,056FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Total$20TotalAmt
Program Services$0ProgramServicesAmt
Management And General$20ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,364,686TotalAmt
Program Services$7,172,840ProgramServicesAmt
Management And General$153,488ManagementAndGeneralAmt
Fundraising$38,358FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,489,982BOYAmt
EOY$2,389,643EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$208,167BOYAmt
EOY$202,500EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$140,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$43,727,373BOYAmt
EOY$43,808,175EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$47,425,522BOYAmt
EOY$46,540,318EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$46,500EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$6,569,373BOYAmt
EOY$5,295,000EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$270,206BOYAmt
EOY$140,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,839,579BOYAmt
EOY$5,481,500EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$40,544,117BOYAmt
EOY$41,058,818EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$41,826BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,585,943BOYAmt
EOY$41,058,818EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$47,425,522BOYAmt
EOY$46,540,318EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,465,072ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,289,438NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$297,241DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
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$6,440,685CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,431,902CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,076,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,178,244CurrentTaxYearMinus1YearAmt
Current Tax Year$2,909,518CurrentTaxYearAmt
Total$27,036,511TotalAmt

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$6,440,685CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,431,902CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,076,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,178,244CurrentTaxYearMinus1YearAmt
Current Tax Year$2,909,518CurrentTaxYearAmt
Total$27,036,511TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$629,016SubstantialContributorsTotAmt
Public Support Total170$26,407,495PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$931,159CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$887,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$894,009CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,082,170CurrentTaxYearMinus1YearAmt
Current Tax Year$1,228,894CurrentTaxYearAmt
Total$5,024,127TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$32,060,638TotalSupportAmt
Gross Receipts Rltd Activities$624,505GrossReceiptsRltdActivitiesAmt
Public Support CY1700.82367PublicSupportCY170Pct
Public Support PY1700.83736PublicSupportPY170Pct
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

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Federal Income Taxes
DUE TO RELATED PARTY$140,000
FieldValueIRS element (for citing)
Total Liability$140,000TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$7,837,562TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,289,437NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$297,241DonatedServicesAndUseFcltsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported-$3,992,196RevenueNotReportedAmt
Revenue Subtotal$11,829,758RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,829,758TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,364,686TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$7,364,686ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,364,686TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FASB ASC 740 FOOTNOTEFormAndLineReferenceDesc
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 (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific00Grantmaking$900,000
Europe (Including Iceland and Greenland)00Grantmaking$60,000
North America (Canada & Mexico only)00Grantmaking$60,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,020,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,020,000TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (17 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmt
Europe (Including Iceland and Greenland)THE WELLINGTON MANAGEMENT UK FOUNDATION PROVIDES PHILANTHROPIC GRANTS TO SUPPORT PROGRAMS AND ORGANIZATIONS IN COMMUNITIES THAT IMPROVE THE EDUCATIONAL OPPORTUNITIES FOR ECONOMICALLY DISADVANTAGED YOUTH THROUGHOUT THE UNITED KINGDOM AND EUROPE.$1,090,000
East Asia and the PacificEnrich is the leading Hong Kong charity promoting the economic empowerment of migrant domestic workers. The organization provides interactive workshops and activities on weekends and public holidays in native languages of domestic workers, equipping them with skills, knowledge and confidence to escape debt, plan for their future and achieve their goals. Enrich is impartial and does not sell or promote any financial products as part of their programs in order to create a safe, trusted learning environment.$120,000
East Asia and the PacificAidha 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 and ensure their financial independence.$60,000
East Asia and the PacificAUTISM PARTNERSHIP FOUNDATION (APF), A REGISTERED CHARITY BODY (QUALIFIED FOR THE EXEMPTION FROM TAX SECTION 88 OF THE INLAND REVENUE) IN HONG KONG, IS COMMITTED TO MAKING A DIFFERENCE IN THE LIFE OF INDIVIDUALS WITH AUTISM. THROUGH VARIOUS FUNDRAISING INITIATIVES, APF AIMS TO RAISE FUNDS TO GENERATE PUBLIC AWARENESS AND KNOWLEDGE ABOUT AUTISM. APF WILL ALSO ADVOCATE ABA TREATMENT AND INTERVENTION THROUGH COMMUNITY PROGRAMS OF EDUCATION AND RESEARCH AND PROVIDE SUPPORT AND HELP FOR CHILDREN WITH ASD AND THEIR FAMILIES IN ASIA. APF'S MISSION IS TO SUPPORT PEOPLE WITH ASD, THEIR FAMILIES AND ALL THOSE INVOLVED TO THRIVE FOR REALIZING ASD PEOPLE'S INHERENT POTENTIAL AND ACHIEVING THE GREATEST DEGREE OF INDEPENDENCE AND HIGHEST QUALITY OF LIFE POSSIBLE.$60,000
East Asia and the PacificBACK TRACK IS BASED IN ARMIDALE, NSW, ABOUT 6 HOURS DRIVE FROM SYDNEY. THE AREA IS RURAL AND AGRICULTURAL. THE YOUTH BACK TRACK WORKS WITH ARE BETWEEN 12 AND 19 YEARS OF AGE AND PREDOMINANTLY MALE, BUT FEMALE STUDENTS ALSO ATTEND. TYPICALLY, THEY ARE DISENGAGED FROM SCHOOL (NOT ATTENDING OR HAVE BEEN KICKED OUT). THEY ARRIVE AT BACK TRACK WITH MULTIPLE AND COMPLEX CHALLENGES IN EDUCATION, HEALTH, JUSTICE, HOUSING AND EMPLOYMENT, MAKING IT A STRUGGLE TO FIT INTO THE MAINSTREAM SYSTEM AND SOCIETY. THERE IS LITTLE PROSPECT OF EMPLOYMENT OR BEING ABLE TO MAINTAIN A HAPPY, HEALTHY AND SUSTAINABLE LIFE.$60,000
East Asia and the PacificCHILD AT STREET 11 IS A MULTI-RACIAL, SECULAR, INDEPENDENT, NONPROFIT ORGANIZATION DEDICATED TO HELPING LOW-INCOME AND DYSFUNCTIONAL FAMILIES PROVIDE QUALITY EARLY YEARS EDUCATION FOR THEIR CHILDREN. THE CENTER SERVES CHILDREN AGES 2-6 IN A FULL DAY PROGRAM IN SINGAPORE, WHERE MOST PRESCHOOLS DO NOT HAVE INTEGRATED PROGRAMS FOR CHILDREN FROM LOW-INCOME HOMES.$60,000
East Asia and the PacificGIRLS AND BOYS BRIGADE AUSTRALIA CATERS TO GIRLS AND BOYS AGED FROM 5-18, AS WELL AS SUPPORTS THEIR FAMILIES. CHILDREN, YOUTH AND THEIR FAMILIES WHO OFTEN STRUGGLE WITH SIGNIFICANT LIFE CHALLENGES RELY ON OUR HOLISTIC APPROACH WHICH PROVIDES A RANGE OF EDUCATION AND RECREATION PROGRAMS ALONG WITH THE VITAL SUPPORT TO STRENGTHEN FAMILIES AND ENCOURAGE A MORE POSITIVE FUTURE.$60,000
North America (Canada & Mexico only)JESSIE'S CENTRE, THE JUNE CALLWOOD CENTRE FOR YOUNG WOMEN, FOCUSES ON THE EDUCATIONAL ADVANCEMENT OF YOUNG MOTHERS AND PREGNANT TEENS AGED 12 TO 21, BY HELPING THEM COMPLETE HIGH SCHOOL, APPLY TO POST-SECONDARY EDUCATION, RECEIVE SCHOLARSHIPS FOR POST-SECONDARY EDUCATION, AND PROVIDE TRAINING PROGRAMS THAT LEAD DIRECTLY INTO THE JOB MARKET. IN ADDITION TO EDUCATION, JESSIE'S OFFERS SOCIAL SERVICES AND HEALTH RESOURCES NEEDED TO HELP YOUNG MOTHERS/PREGNANT TEENS BECOME STABLE PARENTS. A TYPICAL DAY IN JESSIE'S ON-SITE HIGH SCHOOL PROGRAM INCLUDES A FULL DAY OF CLASS FOR THE YOUNG MOTHERS/PREGNANT TEENS, DAYCARE FOR THE CHILDREN WHILE THE PARENTING WOMEN ARE IN CLASS, ALL MEALS ARE COOKED ONSITE AND PROVIDED FOR THE CHILDREN AND YOUNG MOTHERS/PREGNANT TEENS WHEN IN DAYCARE AND CLASS, RESPECTIVELY. IN A TYPICAL DAY, THERE IS ALSO ACCESS TO COUNSELLING, SOCIAL SERVICES, AND HEALTH CARE SERVICES, WITH A DOCTOR AND NURSE PRACTITIONER ON-SITE WEEKLY.$60,000
East Asia and the PacificKATARIBA OFFERS THEIR PROGRAM TO APPROXIMATELY 220,000 STUDENTS ACROSS JAPAN INCLUDING 300 STUDENTS THAT HAVE BEEN AFFECTED BY NATURAL DISASTERS. THE COURSES ARE TAILORED TO THE ENVIRONMENT THEY ARE TAUGHT BECAUSE KATARIBA BELIEVES THAT THE ABILITY TO SURVIVE AND THRIVE IS GREATLY INFLUENCED BY THE ENVIRONMENT WHERE CHILDREN ARE BORN AND RAISED. SOME OF THEIR PROGRAMS INCLUDE A CAREER LEARNING PROGRAM FOR HIGH SCHOOL STUDENTS, A WORLD-FIELD PROGRAM FOR AFTER SCHOOL OPPORTUNITIES AND A COLLABORATION SCHOOL PROGRAM FOR THOSE IMPACTED BY THE 2011 TSUNAMI.$60,000
East Asia and the PacificKIDSDOOR, A NON-PROFIT ORGANIZATION LOCATED IN JAPAN, HELPS STUDENTS THAT ARE CASUALTIES OF EDUCATIONAL GAPS DUE TO ECONOMIC INEQUALITIES LEARN AND GROW IN A HEALTHY ENVIRONMENT. THEIR CORE PROGRAM, GAKUBORA, LEVERAGES STUDENT VOLUNTEERS TO SUPPORT CHILDREN WITH VIGOROUS EDUCATIONAL OPPORTUNITIES.$60,000
East Asia and the PacificLEARNING FOR ALL JAPAN PROVIDES HIGH-QUALITY LEARNING OPPORTUNITIES FOR CHILDREN WITH DIFFICULTIES. FOSTERS AND PROVIDES HUMAN RESOURCES WHO CAN SOLVE SOCIAL ISSUES.$60,000
East Asia and the PacificMULTICULTURAL CENTER TOKYO ADDRESSES THE DIFFICULTIES THAT IMMIGRANT CHILDREN FACE WHEN RECEIVING AN EDUCATION IN JAPAN. ONE OF THEIR PROGRAMS IS THE TABUNKA FREE SCHOOL, WHICH PROVIDES JAPANESE LESSONS AND PREPARATORY CLASSES FOR HIGH SCHOOL ENTRANCE EXAMS. MCT ALSO PREPARES MULTILINGUAL EDUCATIONAL INFORMATION FOR IMMIGRANT CHILDREN AND THEIR FAMILIES AND CREATES A SUPPORT SYSTEM WITH THE HELP OF COMMUNITY VOLUNTEERS.$60,000
East Asia and the PacificPRINCIPAL CHAN FREE TUTORIAL WORLD PROVIDES FREE LEARNING SUPPORT TO CHILDREN WITH FINANCIAL DIFFICULTIES IN HONG KONG. ITS SERVICES INCLUDES: ONE-TO-ONE TUTORING, PLAYGROUP & PRE-SCHOOL PROGRAMS, SMALL CLASSES, TALENT DEVELOPMENT CLASSES (MUSICAL INSTRUMENTS, PHOTOGRAPHY, DRAWINGS, ETC.), AND EXTRA-CURRICULAR ACTIVITIES (OUTDOOR VISITS, PARENTS AND CHILDREN WORKSHOPS, ENGLISH SUMMER CAMPS, ETC.).$60,000
East Asia and the PacificStory Factory is a not-for-profit creative writing centre for young people in under-resourced communities. They run programs in Sydney and digitally across Australia. They build writing skills, confidence and creativity.$60,000
East Asia and the PacificTeach Unlimited Foundation (TUF) is a non-profit organisation founded in April 2011 by a group of local parents concerned about the quality of education for socially and financially disadvantaged students in Hong Kong. TUF provides creative and effective mentoring and learning support to guide students to aspire to a better future through raising their Self-Esteem, Learning Attitude and Learning Motivation.$60,000
East Asia and the PacificBeyond Social Services is helping children and youths from less privileged backgrounds break away from the poverty cycle. Providing guidance, care and resources that enable families and communities to keep their young people in school and out of trouble.$30,000
East Asia and the PacificMARYMOUNT CENTRE REACHES OUT TO VULNERABLE WOMEN AND CHILDREN IN SINGAPORE. UNDER MARYMOUNT CENTRE, THERE ARE CURRENTLY THREE 24-HOUR RESIDENTIAL HOMES FOR GIRLS, NAMELY AHUVA GOOD SHEPHERD - CHILDREN'S HOME, AHUVA GOOD SHEPHERD - INTERIM PLACEMENT AND ASSESSMENT CENTRE, AND AHUVA GOOD SHEPHERD - SMALL GROUP CARE; GOOD SHEPHERD CENTRE, A 24-HOUR CRISIS SHELTER FOR ABUSED WOMEN AND THEIR CHILDREN, AND VICTIMS OF TRAFFICKING IN PERSONS; AND GOOD SHEPHERD STUDENT CARE, WHICH PROVIDES DEDICATED AFTER-SCHOOL CARE FOR STUDENTS OF MARYMOUNT CONVENT SCHOOL.$30,000
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org17TotalOtherOrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsWELLINGTON MANAGEMENT PARTNERS AND EMPLOYEE VOLUNTEERS REVIEW THE GRANT APPLICATIONS AND CONDUCT SITE VISITS. THE GRANT REVIEW COMMITTEE MEMBERS COMPLETE SITE VISITS AND PREPARE QUALITATIVE AND QUANTITATIVE REPORTS OF THEIR FINDINGS FOR THE FOUNDATION'S ADVISORY BOARD.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsEAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (75 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Boston Debate league
1542 Tremont StreetBostonMA02120593789722501(c)(3)$200,000FMVSEE PART IV
City Year Inc
287 Columbus avenueBostonMA021165114222882549501(c)(3)$200,000FMVSEE PART IV
Bottom Line
50 Milk Street 11th FloorBostonMA02109043351427501(c)(3)$100,000FMVSEE PART IV
Duet Inc
7 Valley RoadMiltonMA02186320568985501(c)(3)$100,000FMVSEE PART IV
The Institute for Nonprofit practice
1834 Centre Street 320556BostonMA02132471613050501(c)(3)$100,000FMVSEE PART IV
Council for Economic Education
122 East 42nd Street Suite 1012New YorkNY10168131623848501(c)(3)$90,000FMVSEE PART IV
African Community Education
484 Main Street Suite 355WorcesterMA01608141970474501(c)(3)$60,000FMVSEE PART IV
AIM High for High School
2030 Harrision StreetSan FranciscoCA94110943296338501(c)(3)$60,000FMVSEE PART IV
Alexander Twilight Academy
420 Pond StreetJamaica PlainMA02130830957659501(c)(3)$60,000FMVSEE PART IV
Alma Del Mar Charter Schools
515 Belleville avenueNew BedfoROADMA02746452914995501(c)(3)$60,000FMVSEE PART IV
America SCORES Boston
29 Germania StreetJamaica PlainMA02130043482756501(c)(3)$60,000FMVSEE PART IV
Apex for Youth
195 Chrystie Street 200New YorkNY10002133650718501(c)(3)$60,000FMVSEE PART IV
Artists for Humanity Inc
100 West Second Street - 2nd FloorBostonMA02127043138434501(c)(3)$60,000FMVSEE PART IV
Atlantis Educational Foundation
37 Park StreetFall RiverMA02724471751988501(c)(3)$60,000FMVSEE PART IV
Boston Chinatown Neighborhood Center
885 Washington StreetBostonMA02111237209691501(c)(3)$60,000FMVSEE PART IV
Boston Collegiate Charter School
215 Sydney StreetDochesterMA02125061503911501(c)(3)$60,000FMVSEE PART IV
Boston Higher Education Resource Center
62 Northampton StBostonMA02118823215739501(c)(3)$60,000FMVSEE PART IV
Boston Preparatory Charter Public School
1286 Hyde Park avenueHyde ParkMA02136113690799501(c)(3)$60,000FMVSEE PART IV
Bridge Boston Charter School
2 McLellan StreetDorchesterMA02121275256986501(c)(3)$60,000FMVSEE PART IV
BUILD Boston
2385 Bay ROADRedwood CityCA91063943386695501(c)(3)$60,000FMVSEE PART IV
Chica Inc
1266 Furnace Brook Pkwy Suite 410QuincyMA02169453866647501(c)(3)$60,000FMVSEE PART IV
Chicago Jesuit Academy
5058 W Jackson BlvdChicagoIL606444324202091040N/A$60,000FMVSEE PART IV
Conservatory Lab Charter School
395 Columbia RoadDorchesterMA02125043443578501(c)(3)$60,000FMVSEE PART IV
Crispus Attucks Children's Center
105 Crawford StreetDorchesterMA02121042457984501(c)(3)$60,000FMVSEE PART IV
Cristo Rey Boston High School
100 Savin Hill avenueBostonMA02125501(c)(3)$60,000FMVSEE PART IV
Discovering Justice
1 Courthouse WayBostonMA02210043580231501(c)(3)$60,000FMVSEE PART IV
Doc Wayne Youth Services Inc
418 Commonwealth avenueBostonMA02215274216064501(c)(3)$60,000FMVSEE PART IV
Ellis Memorial and Eldredge House Inc
58 Berkeley StreetBostonMA02116042104168501(c)(3)$60,000FMVSEE PART IV
Enroot Inc
99 Bishop Richard Allen DriveCambridgeMA02139042103961501(c)(3)$60,000FMVSEE PART IV
Families First Parenting Programs Inc
9 Galen Street Suite 400WatertownMA02472043413397501(c)(3)$60,000FMVSEE PART IV
Family Nurturing Center
200 Bowdoin StreetDorchesterMA02122311626186501(c)(3)$60,000FMVSEE PART IV
Father's Uplift
12 Southern avenueDorchesterMA02124461407932501(c)(3)$60,000FMVSEE PART IV
First Graduate
3130 20th Street Suite 275San FranciscoCA94110943381171501(c)(3)$60,000FMVSEE PART IV
First Teacher
Lincoln PlazaBostonMA02111042261109501(c)(3)$60,000FMVSEE PART IV89 South Street SUI
FitMoney
1188 Centre StREET Suite 3NewtonMA02459811238297501(c)(3)$60,000FMVSEE PART IV
Freedom House Inc
5 CrawfoRD StreetDorchesterMA02121042240448501(c)(3)$60,000FMVSEE PART IV
Girls Inc of Worcester
125 Providence StreetWorcesterMA01604042123666501(c)(3)$60,000FMVSEE PART IV
Girls Inc of Lynn and Boston (formerly Strong Women Strong Girls)
50 High StreetLynnMA01902042104250501(c)(3)$60,000FMVSEE PART IV
Greenwood Project
2729 S Michigan avenueChicagoIL60616811990763501(c)(3)$60,000FMVSEE PART IV
Harlem Lacrosse
2581 Adam Clayton Powell Jr BlvdNew YorkNY10039451634118501(c)(3)$60,000FMVSEE PART IV
Horizons for Homeless Children Inc
1785 Columbus avenueRoxburyMA02119222915188501(c)(3)$60,000FMVSEE PART IV
Immigrant Family Services Institute (IFSI-USA)
575 American Legion HighwayRoslindaleMA02131474400495501(c)(3)$60,000FMVSEE PART IV
Jeremiah-Endicott Program
130 Warren StreetRoxburyMA02119411801834501(c)(3)$60,000FMVSEE PART IV
Julie's Family Learning Program Inc
133 Dorchester StreetSouth BostonMA02127113692512501(c)(3)$60,000FMVSEE PART IV
Junior Achievement of Greater Boston
80 City Square Suite 211BostonMA02129042127020501(c)(3)$60,000FMVSEE PART IV
Kids in Tech
17 Dean DriveLowellMA01854813311916501(c)(3)$60,000FMVSEE PART IV
La Vida Inc
120 Munroe StreetLynnMA01901043396256501(c)(3)$60,000FMVSEE PART IV
Latinos for Education Inc
PO Box 27BelmontMA02478812883649501(c)(3)$60,000FMVSEE PART IV
LEAP for Education
209 Essex StreetSalemMA01970471445061501(c)(3)$60,000FMVSEE PART IV
Level Ground MMA
1490 Dorchester avenueDorchesterMA02122463915852501(c)(3)$60,000FMVSEE PART IV
Literations
70 Franklin Street Suite 500BostonMA02110043227007501(c)(3)$60,000FMVSEE PART IV
Lowell Community Charter School Friends Inc
206 Jackson StreetLowellMA01852043491690501(c)(3)$60,000FMVSEE PART IV
Oliver Scholars
14 Wall Street 1720New YorkNY10005133248876501(c)(3)$60,000FMVSEE PART IV
OneGoal
215 W Superior Street Suite 700ChicagoIL60654562369898501(c)(3)$60,000FMVSEE PART IV
Open Door Arts
81 Hope avenueWorcesterMA01603911969322501(c)(3)$60,000FMVSEE PART IV
Paige Academy
28 Highland StreetRoxburyMA02119237404791501(c)(3)$60,000FMVSEE PART IV
Philadelphia Academies Inc
1401 Walnut Street 9th FLOORPhiladelphiaPA01902222442433501(c)(3)$60,000FMVSEE PART IV
Raw Art Works
37 Central SquareLynnMA01901222854850501(c)(3)$60,000FMVSEE PART IV
Silver Lining Mentoring
727 Atlantic Avenue ThiRD floorBostonMA02111043575764501(c)(3)$60,000FMVSEE PART IV
Soccer Without BoROADers
9 Waterhouse StreetCambridgeMA02138203786129501(c)(3)$60,000FMVSEE PART IV
Sportsmens Tennis & Enrichment Center
950 Blue Hill avenueDochesterMA02124237037183501(c)(3)$60,000FMVSEE PART IV
Street Stephen's Youth Program - Parent Mentor Program
419 Shawmut avenueBostonMA02118261749602501(c)(3)$60,000FMVSEE PART IV
TeenSHARP Inc
1200 N French Street 5th FloorWilmingtonDE198013239272246880501(c)(3)$60,000FMVSEE PART IV
The Chicago Scholars Foundation
PO Box 389497ChicagoIL606389497364117530501(c)(3)$60,000FMVSEE PART IV
The Loop Lab Inc
872 Massachusetts avenue Unit 1-5CambridgeMA02139823829806501(c)(3)$60,000FMVSEE PART IV
The Wily Network Inc
1920 Centre Street Suite 1West RoxburyMA02132472434992501(c)(3)$60,000FMVSEE PART IV
The Young People's Project Inc
99 Bishop RichaRD Allen DriveCambridgeMA02139640939004501(c)(3)$60,000FMVSEE PART IV
Thrive Scholars
50 Milk Street 15th FloorBostonMA02109455619310501(c)(3)$60,000FMVSEE PART IV
Tutoring Chicago
2145 N HalstedChicagoIL60614363718141501(c)(3)$60,000FMVSEE PART IV
United Nations Association of Greater Boston
200 Portland StreetBostonMA02114237182195501(c)(3)$60,000FMVSEE PART IV
UP Education Network
90 Canal Street Suite 600BostonMA02114272194956501(c)(3)$60,000FMVSEE PART IV
WriteBoston Inc
2300 Washington StRoxburyMA02119461255108501(c)(3)$60,000FMVSEE PART IV
Y2Y Network Inc
955 Mass avenue No 424CambridgeMA02139821755423501(c)(3)$60,000FMVSEE PART IV
Youth Development Organization Inc
15 Union Street Suite 563LawrenceMA01840043571721501(c)(3)$60,000FMVSEE PART IV
Youth Guidance
1 North LaSalle No 900ChicagoIL60602362167032501(c)(3)$60,000FMVSEE PART IV
FieldValueIRS element (for citing)
Total501c3 Org74Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part II, Line 2 PURPOSE OF GRANTTO IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant fundsWELLINGTON MANAGEMENT PARTNERS AND EMPLOYEE VOLUNTEERS REVIEW THE GRANT APPLICATIONS AND CONDUCT SITE VISITS. THE GRANT REVIEW COMMITTEE MEMBERS COMPLETE SITE VISITS AND PREPARE QUALITATIVE AND QUANTITATIVE REPORTS OF THEIR FINDINGS FOR THE FOUNDATION'S ADVISORY BOARD.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 ORGANIZATION'S MISSIONWE FUND PROGRAMS THAT PROVIDE ECONOMICALLY DISADVANTAGED YOUTH IN OUR COMMUNITIES WITH ACCESS TO HIGH QUALITY ACADEMIC EDUCATION. WE BELIEVE A STRONG ACADEMIC FOUNDATION CAN HAVE A CLEAR AND POSITIVE IMPACT ON THE LIVES OF YOUNG PEOPLE. ACCORDINGLY, THE FOUNDATION AIMS TO SELECT PROGRAMS WITH A CLEAR AND CENTRAL EDUCATIONAL FOCUS.
Form 990, Part VI, Line 15 A & B - Process for determining compensationTHE FOUNDATION HAS NO EMPLOYEES.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE FORM 990 IS REVIEWED BY THE TAX AND ACCOUNTING DEPARTMENTS AT WELLINGTON MANAGEMENT COMPANY LLP FOR ACCURACY. A PARTIAL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW.
Form 990, Part VI, Line 19 Required documents available to the publicTHE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE FOUNDATION'S CONTACT INFORMATION CAN BE FOUND ON ITS WEBSITE AT HTTPS://WWW.WELLINGTON.COM/EN/ABOUT-US/COMMUNITY-ENGAGEMENT.
Schedule F, Part I, Line 3 OFFICES AND EMPLOYEES IN THE REGIONWELLINGTON MANAGEMENT FOUNDATION DID NOT HAVE ANY OFFICES, EMPLOYEES, AGENTS, OR INDEPENDENT CONTRACTORS OUTSIDE OF THE US DURING 2023.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxt
WELLINGTON MANAGEMENT GRP LLP
280 CONGRESS STREETBOSTONMA02210INVESTMENT MANAGEMENTMANAN/A
WELLINGTON GROUP HOLDINGS LLP
280 CONGRESS STREETBOSTONMA02210HOLDING COMPANYMANAN/A

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 MANAGEMENTPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTrustEntityTypeTxt
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 FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WELLINGTON MANAGEMENT COMPANY LLP
M$179,009FMV
WELLINGTON MANAGEMENT COMPANY LLP
C$118,232FMV

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