WELLINGTON MANAGEMENT FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: WELLINGTON MANAGEMENT FOUNDATION (EIN 04-6700836)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-11-15
IRS object ID: 201643209349315464
Schema version: 2015v2.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-11-15T16:46:53-06:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 CLARENDON STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	021165072	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	046700836	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Wellington Management Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% EUGENE FERRI	InCareOfNm
Business Name Control	WELL	BusinessNameControlTxt
Phone	6179515000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	280 CONGRESS STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WELLINGTON TRUST COMPANY NA	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6179515000	PhoneNum
Signature	2016-10-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MIKE A CINCOTTA	PreparerPersonNm
PTIN	P01595811	PTIN
Phone	6172662000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	WELLINGTON TRUST COMPANY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	280 CONGRESS STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$13,313,944	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	SEE SCHEDULE O	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1992	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	TO SUPPORT PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES THAT IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH.	ActivityOrMissionDesc
Voting Members Governing Body	1	VotingMembersGoverningBodyCnt
Voting Members Independent	1	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	185	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$5,154,837	PYContributionsGrantsAmt
CY Contributions Grants	$5,143,276	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$1,009,711	PYInvestmentIncomeAmt
CY Investment Income	$946,667	CYInvestmentIncomeAmt
PY Other Revenue	$121,190	PYOtherRevenueAmt
CY Other Revenue	$4,651	CYOtherRevenueAmt
PY Total Revenue	$6,285,738	PYTotalRevenueAmt
CY Total Revenue	$6,094,594	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,747,300	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,075,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$224,753	PYOtherExpensesAmt
CY Other Expenses	$319,774	CYOtherExpensesAmt
PY Total Expenses	$1,972,053	PYTotalExpensesAmt
CY Total Expenses	$3,394,774	CYTotalExpensesAmt
PY Revenues Less Expenses	$4,313,685	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,699,820	CYRevenuesLessExpensesAmt
Total Assets BOY	$33,459,629	TotalAssetsBOYAmt
Total Assets EOY	$35,153,352	TotalAssetsEOYAmt
Total Liabilities BOY	$1,835,300	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,375,965	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$31,624,329	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$32,777,387	NetAssetsOrFundBalancesEOYAmt
Mission	TO SUPPORT PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES THAT IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$3,131,321	ExpenseAmt
Grant	$3,075,000	GrantAmt
Revenue	$0	RevenueAmt
Desc	GRANTS TO CHARITABLE ORGANIZATIONS - IN 2015 THE FOUNDATION FUNDED 55 ORGANIZATIONS WITH GRANTS RANGING IN SIZE FROM $10,000 TO $250,000. IN ADDITION THE FOUNDATION AWARDED MULTI-YEAR CONDITIONAL GRANTS TOTALING $90,000. THE GRANT PAYMENTS ARE CONDITIONED ON THE ORGANIZATION SATISFYING THE FOUNDATION'S REQUIREMENTS. 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 2015, WMC PAID FOUNDATION EXPENSES THAT TOTALED $161,621.	Desc
Total Program Service Expenses	$3,131,321	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Governing Body Voting Members	1	GoverningBodyVotingMembersCnt
Independent Voting Member	1	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	EUGENE FERRI	PersonNm
Phone	6177907306	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	280 CONGRESS STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp

Field	Value	IRS element (for citing)
Person	WELLINGTON TRUST COMPANY NA	PersonNm
Title	TRUSTEE	TitleTxt
Average Hours Per Week	0.0	AverageHoursPerWeekRt
Average Hours Per Week Rltd Org	0.0	AverageHoursPerWeekRltdOrgRt
Institutional Trustee	Yes (X)	InstitutionalTrusteeInd
Reportable Comp From Org	$0	ReportableCompFromOrgAmt
Reportable Comp From Rltd Org	$0	ReportableCompFromRltdOrgAmt
Other Compensation	$0	OtherCompensationAmt

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Field	Value	IRS element (for citing)
Person	NONE	PersonNm

Field	Value	IRS element (for citing)
Contractor Address		ContractorAddress

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$5,143,276	AllOtherContributionsAmt
Total Contributions	$5,143,276	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$661,259	TotalRevenueColumnAmt
Exclusion	$661,259	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$7,504,758	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$7,219,350	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$285,408	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$285,408	TotalRevenueColumnAmt
Exclusion	$285,408	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	2014 ACCRUED & UNPAID EXPENSES	Desc
Business	900099	BusinessCd
Total Revenue Column	$4,651	TotalRevenueColumnAmt
Exclusion	$4,651	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,651	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,094,594	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$951,318	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,890,000	TotalAmt
Program Services	$2,890,000	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$185,000	TotalAmt
Program Services	$185,000	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$134,987	TotalAmt
Management And General	$134,987	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$36,302	TotalAmt
Management And General	$36,302	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$117,919	TotalAmt
Program Services	$56,321	ProgramServicesAmt
Management And General	$61,598	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$568	TotalAmt
Management And General	$568	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
BANK FEES	$2,048	$2,048
STATE FILING FEE	$1,075	$1,075
MEALS	$7,150	$7,150
BAD DEBT EXPENSES	$19,475	$19,475

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$250	TotalAmt
Management And General	$250	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,394,774	TotalAmt
Program Services	$3,131,321	ProgramServicesAmt
Management And General	$263,453	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$4,310,917	BOYAmt
EOY	$4,439,766	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$562,764	BOYAmt
EOY	$1,006,289	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$28,585,948	BOYAmt
EOY	$29,707,297	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$33,459,629	BOYAmt
EOY	$35,153,352	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$13,000	BOYAmt
EOY	$25,965	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,822,300	BOYAmt
EOY	$2,350,000	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,835,300	BOYAmt
EOY	$2,375,965	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$30,873,768	BOYAmt
EOY	$32,499,891	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$750,561	BOYAmt
EOY	$277,496	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$31,624,329	BOYAmt
EOY	$32,777,387	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$33,459,629	BOYAmt
EOY	$35,153,352	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$2,699,820	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,682,317	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$135,555	DonatedServicesAndUseFcltsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	false	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,711,304	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,932,047	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,491,671	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,154,837	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,143,276	CurrentTaxYearAmt
Total	$17,433,135	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,711,304	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,932,047	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,491,671	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,154,837	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,143,276	CurrentTaxYearAmt
Total	$17,433,135	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,456,694	SubstantialContributorsTotAmt
Public Support Total170	$15,976,441	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$661,466	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$656,346	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$494,018	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$822,492	CurrentTaxYearMinus1YearAmt
Current Tax Year	$661,259	CurrentTaxYearAmt
Total	$3,295,581	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$391,134	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$371,794	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,651	CurrentTaxYearAmt
Total	$767,579	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$21,496,295	TotalSupportAmt
Public Support CY170	0.74322	PublicSupportCY170Pct
Public Support PY170	0.69989	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, SECTION B, LINE 10	FormAndLineReferenceDesc
Explanation	IN 2015, THE FOUNDATION HAD ACCRUED BUT UNPAID EXPENSES FROM 2014 OF $4,651. IN 2014, THE FOUNDATION HELD A FUNDRAISING EVENT. THE GROSS INCOME RECEIVED FROM THE FUNDRAISING EVENT WAS $371,794. IN 2012, THE FOUNDATION HELD A FUNDRAISING EVENT. THE GROSS INCOME RECEIVED FROM THE FUNDRIASING EVENT WAS $391,134.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp
Leasehold Improvements		LeaseholdImprovementsGrp
Equipment		EquipmentGrp
Other Land Buildings		OtherLandBuildingsGrp
Total Rev Etc Audited Fincl Stmt	$4,543,180	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$1,682,318	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$135,555	DonatedServicesAndUseFcltsAmt
Other Revenue	-$4,651	OtherRevenueAmt
Revenue Not Reported	-$1,551,414	RevenueNotReportedAmt
Revenue Subtotal	$6,094,594	RevenueSubtotalAmt
Total Revenue Per Form990	$6,094,594	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,390,122	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$4,652	OtherExpensesIncludedAmt
Expenses Not Reported	-$4,652	ExpensesNotReportedAmt
Expenses Subtotal	$3,394,774	ExpensesSubtotalAmt
Total Expenses Per Form990	$3,394,774	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PART X, LINE 2	FormAndLineReferenceDesc
Explanation	WELLINGTON MANAGEMENT FOUNDATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE RELATED TO FIN48/ASC 740. SCHEDULE D, PART XI, LINE 2D IN 2015, THE FOUNDATION HAD ACCRUED BUT UNPAID EXPENSES FROM 2014 OF $4,651. SCHEDULE D, PART XII, LINE 2D IN 2015, THE FOUNDATION HAD ACCRUED BUT UNPAID EXPENSES FROM 2014 OF $4,651. ROUNDING DIFFERENCE - $1	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	GRANTS TO RECIPIENTS	$135,000
East Asia and the Pacific	GRANTS TO RECIPIENTS	$50,000

Field	Value	IRS element (for citing)
Subtotal Spent	$185,000	SubtotalSpentAmt
Total Spent	$185,000	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Valuation Method UsedValuationMethodUsedDesc
Europe (Including Iceland and Greenland)	See Part V	$60,000	E-FUND TRANS	FMV
East Asia and the Pacific	See Part V	$35,000	E-FUND TRANS	FMV
East Asia and the Pacific	See Part V	$15,000	E-FUND TRANS	FMV
Europe (Including Iceland and Greenland)	SEE PART V	$25,000	E-FUND TRANS	FMV
Europe (Including Iceland and Greenland)	SEE PART V	$50,000	E-FUND TRANS	FMV

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE F, PART I, LINE 2

WELLINGTON MANAGEMENT PARTNERS AND EMPLOYEE VOLUNTEERS REVIEW THE GRANT APPLICATIONS AND CONDUCT SITE VISITS. THE GRANT REVIEW COMMITTEE MEMBERS COMPLETE SITE VISITS AND PREPARE QUALITATIVE AND QUANTITATIVE REPORTS OF THEIR FINDINGS FOR THE FOUNDATION'S ADVISORY BOARD.

SCHEDULE F, PART II, COLUMN (D)

REGION: EUROPE THE DOORSTEP LIBRARY NETWORK SEEKS TO INSTILL THE LOVE OF READING IN CHILDREN AND IMPROVE THEIR EDUCATIONAL POTENTIAL THROUGH TEAMS OF VOLUNTEERS READING STORIES ON DOORSTEPS AND IN HOMES ON COUNCIL ESTATES. IN ADDITION, VALUABLE RELATIONSHIPS ARE FOSTERED WITH THEIR PARENTS, ENABLING DOORSTEP TO SUPPORT FAMILIES AND FACILITATE ACCESS TO ADDITIONAL SERVICES, WHILE ENCOURAGING THEM TO TAKE AN ACTIVE ROLE IN THEIR CHILDREN'S EDUCATION. 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: EUROPE DIE ARCHE IS A NATIONAL ORGANIZATION WITH 18 BRANCHES ACROSS GERMANY, EACH OF WHICH PROVIDES SUPPORT FOR THE EDUCATIONAL AND EMOTIONAL NEEDS OF UNDERPRIVILEGED CHILDREN IN THEIR RESPECTIVE COMMUNITY. REGION:EUROPE The Learning Store is Real Actions home and center of operations, strategically placed at the heart of the extremely deprived section of north Westminster, which the charity was originally created to serve. Their ButTERFLY SATURDAY READING PROGRAMME IN LOCAL PRIMARY SCHOOLS TEACHES SEVERAL THOUSAND OF THE MOST UNDERPRIVILEGED CHILDREN IN THE COMMUNITY TO READ AND WRITE THROUGH DIRECT INTERVENTION AND AN "EMBED AND SPREAD" TEACHER-TRAINING INITIATIVE.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (50 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
826 Boston Inc
3035 Washington Street	Roxbury	MA	02119	208065915	501(c)(3)	$45,000	FMV	See Part IV
10000 Degrees
781 Lincoln Avenue Suite 140	San Rafael	CA	94901	953667812	501(c)(3)	$50,000	FMV	See Part IV
Acad of the Pacific Rim Charter School Fdn
1 Westinghouse Plaza	Hyde Park	MA	02136	043286025	501(c)(3)	$45,000	FMV	See Part IV
BOSTON HIGHER EDUCATION RESOURCE CENTER
63 NORTHAMPTON ST	Boston	MA	02118	043249194	501(c)(3)	$25,000	FMV	See Part IV
Beacon Academy Inc
477 Longwood Avenue	Boston	MA	02215	731710051	501(c)(3)	$60,000	FMV	See Part IV
Franklin Institute Inc
41 BERKELEY STREET	BOSTON	MA	02116	222995201	501(c)(3)	$50,000	FMV	See Part IV
Blessed Stephen Bellesini OSA Academy Inc
94 Bradford Street	Lawrence	MA	01840	043585445	501(c)(3)	$50,000	FMV	See Part IV
Boston Debate League
31 State Street 10th Floor	Boston	MA	02109	593789722	501(c)(3)	$300,000	FMV	See Part IV
COMMUNITY BOAT BUILDING
NonProfit Center 89 South St Ste	Boston	MA	02111	042261109	501(c)(3)	$50,000	FMV	See Part IV
BROOKVIEW HOUSE INC
2 BROOKVIEW STREET	DORCHESTER	MA	02124	223032466	501(c)(3)	$40,000	FMV	See Part IV
Breakthrough Greater Boston
PO Box 381486	Cambridge	MA	02238	043307783	501(c)(3)	$75,000	FMV	See Part IV
Breakthrough of Greater Philadelphia Inc
34 W Coulter St	Philadelphia	PA	19144	232789601	501(c)(3)	$75,000	FMV	See Part IV
Codman Academy Foundation
637 Washington Street	Dorchester	MA	02124	043559945	501(c)(3)	$40,000	FMV	See Part IV
Epiphany School Inc
154 Centre Street	Dorchester	MA	02124	043391788	501(c)(3)	$40,000	FMV	See Part IV
Esperanza Academy Inc
198 Garden Street	Lawrence	MA	01840	731722348	501(c)(3)	$40,000	FMV	See Part IV
First Graduate
3130 20th Street Suite 275	San Francisco	CA	94110	943381171	501(c)(3)	$25,000	FMV	See Part IV
Friends of St Stephen's Youth ProgramsInc
31 Lenox Street	Boston	MA	02118	261749602	501(c)(3)	$35,000	FMV	See Part IV
CASA JUAN DIEGO
1919 ASHLAND AVENUE	CHICAGO	IL	60608	362240477	501(c)(3)	$30,000	FMV	See Part IV
Dedham Country Day School
90 Sandy Valley Road	Dedham	MA	02026	042106704	501(c)(3)	$50,000	FMV	See Part IV
Hyde Square Task Force Inc
375 Centre Street	Jamaica Plain	MA	02130	043118543	501(c)(3)	$45,000	FMV	See Part IV
Let's Get Ready Inc
89 South Street Suite 401	Boston	MA	02111	311698832	501(c)(3)	$50,000	FMV	See Part IV
Minds Matter National Inc
PO Box 51066	Boston	MA	02205	510494632	501(c)(3)	$50,000	FMV	See Part IV
Nativity School of Worcester Inc
67 Lincoln Street	Worcester	MA	01605	030385377	501(c)(3)	$60,000	FMV	See Part IV
The Parent-Child Home Program Inc
1415 Kellum Place Suite 101	Garden City	NY	11530	112495601	501(c)(3)	$50,000	FMV	See Part IV
EARTHEN VESSELS INC
170 Appleton Street	CAMBRIDGE	MA	02138	042702655	501(c)(3)	$25,000	FMV	See Part IV
Sociedad Latina Inc
1530 Tremont Street	Roxbury	MA	02120	042678255	501(c)(3)	$50,000	FMV	See Part IV
Steppingstone Scholars Inc
4112 Station Street Unit D	Philadelphia	PA	19127	421612131	501(c)(3)	$175,000	FMV	See Part IV
Sue Duncan Children's Center Inc
4225 S Lake Park Avenue	Chicago	IL	60653	362637756	501(c)(3)	$50,000	FMV	See Part IV
City Year Inc
287 Columbus Avenue	Boston	MA	02116	222882549	501(c)(3)	$100,000	FMV	See Part IV
GENERATION CITIZEN
175 VARICK STREET 5TH FLOOR	NEW YORK	NY	10014	272039522	501(c)(3)	$30,000	FMV	See Part IV
NURTURY
95 Berkeley Street Suite 306	BOSTON	MA	02116	042105893	501(c)(3)	$25,000	FMV	See Part IV
SMART FROM THE START INC
200 Bowdoin Street	DORCHESTER	MA	02122	311626186	501(C)(3)	$25,000	FMV	SEE PART IV
FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS
58 Moore Street	East Boston	MA	02128	300211613	501(c)(3)	$30,000	FMV
CHICAGO JESUIT ACADEMY
5058 W JACKSON BLVD	CHICAGO	IL	606444324	202091040	501(C)(3)	$25,000	FMV	SEE PART IV
TEENSHARP
Armitage Hall Fourth Floor 311 N	CAMDEN	NJ	08102	272246880	501(C)(3)	$15,000	FMV	SEE PART IV
AIM HIGH FOR HIGH SCHOOL
2030 Harrision Street	SAN FRANCISCO	CA	94110	943296338	501(c)(3)	$25,000	FMV	SEE PART IV
GENERATION INCORPORATED
25 KINGSTON ST 4TH FL	BOSTON	MA	02111	043227007	501(C)(3)	$25,000	FMV	SEE PART IV
HORIZONS FOR HOMELESS CHILDREN
1705 COLUMBUS AVENUE	ROXBURY	MA	02119	222915188	501(C)(3)	$10,000	FMV	SEE PART IV
UP EDUCATION NETWORK INC
90 CANAL STREET SUITE 600	BOSTON	MA	02114	272194956	501(C)(3)	$70,000	FMV	SEE PART IV
PREPARATORY FOUNDATION INC
1286 HYDE PARK AVENUE	HYDE PARK	MA	02136	113690799	501(C)(3)	$40,000	FMV	SEE PART IV
BRIDGE BOSTON CHARTER SCHOOL
2 MCLELLAN STREET	DORCHESTER	MA	02121	275256986	501(C)(3)	$40,000	FMV	SEE PART IV
ARTISTS FOR HUMANITY INC
100 WEST SECOND STREET - 2ND FLOOR	BOSTON	MA	02127	043138434	501(C)(3)	$15,000	FMV	SEE PART IV
VSA MASSACHUSETTS INC
THE NONPROFIT CENTER	BOSTON	MA	02111	042699540	501(C)(3)	$25,000	FMV	SEE PART IV	89 SOUTH STREET
FRIENDS OF THE CHILDREN-BOSTON INC
555 AMORY STREET	BOSTON	MA	02130	201581289	501(C)(3)	$50,000	FMV	SEE PART IV
LEAP FOR EDUCATION
209 ESSEX STREET	SALEM	MA	01970	471445061	501(C)(3)	$25,000	FMV	SEE PART IV
Build greater boston
2385 BAY ROAD	REDWOOD CITY	CA	91063	943386695	501(C)(3)	$160,000	fmv	SEE PART IV
MATHPOWER BOSTON
13 LAKE HALL NU 360 HUNNTINGTON A	BOSTON	MA	02115	223376427	501(C)(3)	$50,000	FMV	SEE PART IV
NATIVITY PREPATORY SCHOOL BOSTON
39 lAMARTINE sTREET	JAMAICA PLAIN	MA	021301947	043063140	501(C)(3)	$125,000	FMV	SEE PART IV
STEPPINGSTONE ACADEMY BOSTON
ONE APPLETON STREET 4TH FLOOR	ROXBURY	MA	02120	043086666	501(C)(3)	$50,000	FMV	SEE PART IV
match beyond
215 forest hills street	jamaica plain	MA	02130	043476160	501(c)(3)	$250,000	fmv	see part iv

Field	Value	IRS element (for citing)
Total501c3 Org	50	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	WELLINGTON MANAGEMENT PARTNERS AND EMPLOYEE VOLUNTEERS REVIEW THE GRANT APPLICaTIONS AND CONDUCT SITE VISITS. THE GRANT REVIEW COMMITTEE MEMBERS COMPLETE SITE VISITS AND PREPARE QUALITATIVE AND QUANTITATIVE REPORTS OF THEIR FINDINGS FOR THE FOUNDATION'S ADVISORY BOARD. SCHEDULE I, PART 2, COLUMN H - Purpose of grant TO IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, QUESTION J	HTTPS://WWW.WELLINGTON.COM/EN/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 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/GRANTS-AND-CHARITABLE-GIVING.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	UBI Code VUBICodeVAmt
WELLINGTON MANAGEMENT Group LLP
280 CONGRESS STREET	BOSTON	MA	02210	042683227	INVESTMENT MGMT	MA	NA	$0
WELLINGTON GROUP HOLDINGS LLP
280 CONGRESS ST	BOSTON	MA	02210	471167553	HOLDING COMPANY	MA	NA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	WELLINGTON TRUST COMPANY NA	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	280 CONGRESS STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
EIN	042755549	EIN
Primary Activities	INVESTMENT MGMT	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	TRUST	EntityTypeTxt
Share Of Total Income	$0	ShareOfTotalIncomeAmt
Share Of EOY Assets	$0	ShareOfEOYAssetsAmt
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WELLINGTON MANAGEMENT COMPANY LLP
C	$161,621	FMV
WELLINGTON MANAGEMENT COMPANY LLP
M	$135,555	FMV