2016-11-15T16:46:53-06:00 2015-12-31 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990 2015-01-01 046700836 Wellington Management Foundation % EUGENE FERRI WELL 6179515000 280 CONGRESS STREET BOSTON MA 02210 WELLINGTON TRUST COMPANY NA TRUSTEE 6179515000 2016-10-28 true MIKE A CINCOTTA P01595811 6172662000 2015 2017-02-10 21:41:12Z WELLINGTON TRUST COMPANY 280 CONGRESS STREET BOSTON MA 02210 13313944 false X SEE SCHEDULE O X 1992 MA TO SUPPORT PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES THAT IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH. 1 1 0 185 0 0 5154837 5143276 0 0 1009711 946667 121190 4651 6285738 6094594 1747300 3075000 0 0 0 0 0 0 0 224753 319774 1972053 3394774 4313685 2699820 33459629 35153352 1835300 2375965 31624329 32777387 TO SUPPORT PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES THAT IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH. false false 3131321 3075000 0 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. 3131321 true true false false false false false false false false false false false false false false true false false false true true false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false 1 1 false false false false false false false true true false false false false false false false false false CA IL MA PA X EUGENE FERRI 6177907306 280 CONGRESS STREET BOSTON MA 02210 X WELLINGTON TRUST COMPANY NA TRUSTEE 0.0 0.0 X 0 0 0 0 0 0 0 false false false NONE 0 5143276 5143276 0 661259 661259 0 0 0 0 0 7504758 7219350 285408 285408 285408 0 0 0 0 2014 ACCRUED & UNPAID EXPENSES 900099 4651 4651 4651 6094594 0 951318 2890000 2890000 0 185000 185000 0 0 0 0 0 0 0 134987 134987 0 36302 36302 0 0 0 117919 56321 61598 0 568 568 0 0 0 0 0 0 0 0 0 0 BANK FEES 2048 2048 STATE FILING FEE 1075 1075 MEALS 7150 7150 BAD DEBT EXPENSES 19475 19475 250 250 3394774 3131321 263453 0 0 0 4310917 4439766 562764 1006289 0 0 0 0 0 0 0 0 0 0 0 0 0 28585948 29707297 0 0 0 0 0 0 0 0 33459629 35153352 13000 25965 1822300 2350000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1835300 2375965 X 30873768 32499891 750561 277496 0 0 31624329 32777387 33459629 35153352 2699820 -1682317 135555 X false true X false false X 2711304 1932047 2491671 5154837 5143276 17433135 0 0 2711304 1932047 2491671 5154837 5143276 17433135 1456694 15976441 661466 656346 494018 822492 661259 3295581 0 391134 371794 4651 767579 21496295 0.74322 0.69989 X SCHEDULE A, PART II, SECTION B, LINE 10 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4543180 -1682318 135555 -4651 -1551414 6094594 6094594 3390122 -4652 -4652 3394774 3394774 SCHEDULE D, PART X, LINE 2 WELLINGTON MANAGEMENT FOUNDATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE RELATED TO FIN48/ASC 740. SCHEDULE D, PART XI, LINE 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 true Europe (Including Iceland and Greenland) GRANTS TO RECIPIENTS 135000 East Asia and the Pacific GRANTS TO RECIPIENTS 50000 185000 185000 Europe (Including Iceland and Greenland) See Part V 60000 E-FUND TRANS FMV East Asia and the Pacific See Part V 35000 E-FUND TRANS FMV East Asia and the Pacific See Part V 15000 E-FUND TRANS FMV Europe (Including Iceland and Greenland) SEE PART V 25000 E-FUND TRANS FMV Europe (Including Iceland and Greenland) SEE PART V 50000 E-FUND TRANS FMV false false false false false false SCHEDULE F, PART I, LINE 2 WELLINGTON MANAGEMENT PARTNERS AND EMPLOYEE VOLUNTEERS REVIEW THE GRANT APPLICATIONS AND CONDUCT SITE VISITS. THE GRANT REVIEW COMMITTEE MEMBERS COMPLETE SITE VISITS AND PREPARE QUALITATIVE AND QUANTITATIVE REPORTS OF THEIR FINDINGS FOR THE FOUNDATION'S ADVISORY BOARD. SCHEDULE F, PART 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. true 826 Boston Inc 3035 Washington Street Roxbury MA 02119 208065915 501(c)(3) 45000 FMV See Part IV 10000 Degrees 781 Lincoln Avenue Suite 140 San Rafael CA 94901 953667812 501(c)(3) 50000 FMV See Part IV Acad of the Pacific Rim Charter School Fdn 1 Westinghouse Plaza Hyde Park MA 02136 043286025 501(c)(3) 45000 FMV See Part IV BOSTON HIGHER EDUCATION RESOURCE CENTER 63 NORTHAMPTON ST Boston MA 02118 043249194 501(c)(3) 25000 FMV See Part IV Beacon Academy Inc 477 Longwood Avenue Boston MA 02215 731710051 501(c)(3) 60000 FMV See Part IV Franklin Institute Inc 41 BERKELEY STREET BOSTON MA 02116 222995201 501(c)(3) 50000 FMV See Part IV Blessed Stephen Bellesini OSA Academy Inc 94 Bradford Street Lawrence MA 01840 043585445 501(c)(3) 50000 FMV See Part IV Boston Debate League 31 State Street 10th Floor Boston MA 02109 593789722 501(c)(3) 300000 FMV See Part IV COMMUNITY BOAT BUILDING NonProfit Center 89 South St Ste Boston MA 02111 042261109 501(c)(3) 50000 FMV See Part IV BROOKVIEW HOUSE INC 2 BROOKVIEW STREET DORCHESTER MA 02124 223032466 501(c)(3) 40000 FMV See Part IV Breakthrough Greater Boston PO Box 381486 Cambridge MA 02238 043307783 501(c)(3) 75000 FMV See Part IV Breakthrough of Greater Philadelphia Inc 34 W Coulter St Philadelphia PA 19144 232789601 501(c)(3) 75000 FMV See Part IV Codman Academy Foundation 637 Washington Street Dorchester MA 02124 043559945 501(c)(3) 40000 FMV See Part IV Epiphany School Inc 154 Centre Street Dorchester MA 02124 043391788 501(c)(3) 40000 FMV See Part IV Esperanza Academy Inc 198 Garden Street Lawrence MA 01840 731722348 501(c)(3) 40000 FMV See Part IV First Graduate 3130 20th Street Suite 275 San Francisco CA 94110 943381171 501(c)(3) 25000 FMV See Part IV Friends of St Stephen's Youth ProgramsInc 31 Lenox Street Boston MA 02118 261749602 501(c)(3) 35000 FMV See Part IV CASA JUAN DIEGO 1919 ASHLAND AVENUE CHICAGO IL 60608 362240477 501(c)(3) 30000 FMV See Part IV Dedham Country Day School 90 Sandy Valley Road Dedham MA 02026 042106704 501(c)(3) 50000 FMV See Part IV Hyde Square Task Force Inc 375 Centre Street Jamaica Plain MA 02130 043118543 501(c)(3) 45000 FMV See Part IV Let's Get Ready Inc 89 South Street Suite 401 Boston MA 02111 311698832 501(c)(3) 50000 FMV See Part IV Minds Matter National Inc PO Box 51066 Boston MA 02205 510494632 501(c)(3) 50000 FMV See Part IV Nativity School of Worcester Inc 67 Lincoln Street Worcester MA 01605 030385377 501(c)(3) 60000 FMV See Part IV The Parent-Child Home Program Inc 1415 Kellum Place Suite 101 Garden City NY 11530 112495601 501(c)(3) 50000 FMV See Part IV EARTHEN VESSELS INC 170 Appleton Street CAMBRIDGE MA 02138 042702655 501(c)(3) 25000 FMV See Part IV Sociedad Latina Inc 1530 Tremont Street Roxbury MA 02120 042678255 501(c)(3) 50000 FMV See Part IV Steppingstone Scholars Inc 4112 Station Street Unit D Philadelphia PA 19127 421612131 501(c)(3) 175000 FMV See Part IV Sue Duncan Children's Center Inc 4225 S Lake Park Avenue Chicago IL 60653 362637756 501(c)(3) 50000 FMV See Part IV City Year Inc 287 Columbus Avenue Boston MA 02116 222882549 501(c)(3) 100000 FMV See Part IV GENERATION CITIZEN 175 VARICK STREET 5TH FLOOR NEW YORK NY 10014 272039522 501(c)(3) 30000 FMV See Part IV NURTURY 95 Berkeley Street Suite 306 BOSTON MA 02116 042105893 501(c)(3) 25000 FMV See Part IV SMART FROM THE START INC 200 Bowdoin Street DORCHESTER MA 02122 311626186 501(C)(3) 25000 FMV SEE PART IV FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS 58 Moore Street East Boston MA 02128 300211613 501(c)(3) 30000 FMV CHICAGO JESUIT ACADEMY 5058 W JACKSON BLVD CHICAGO IL 606444324 202091040 501(C)(3) 25000 FMV SEE PART IV TEENSHARP Armitage Hall Fourth Floor 311 N CAMDEN NJ 08102 272246880 501(C)(3) 15000 FMV SEE PART IV AIM HIGH FOR HIGH SCHOOL 2030 Harrision Street SAN FRANCISCO CA 94110 943296338 501(c)(3) 25000 FMV SEE PART IV GENERATION INCORPORATED 25 KINGSTON ST 4TH FL BOSTON MA 02111 043227007 501(C)(3) 25000 FMV SEE PART IV HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 222915188 501(C)(3) 10000 FMV SEE PART IV UP EDUCATION NETWORK INC 90 CANAL STREET SUITE 600 BOSTON MA 02114 272194956 501(C)(3) 70000 FMV SEE PART IV PREPARATORY FOUNDATION INC 1286 HYDE PARK AVENUE HYDE PARK MA 02136 113690799 501(C)(3) 40000 FMV SEE PART IV BRIDGE BOSTON CHARTER SCHOOL 2 MCLELLAN STREET DORCHESTER MA 02121 275256986 501(C)(3) 40000 FMV SEE PART IV ARTISTS FOR HUMANITY INC 100 WEST SECOND STREET - 2ND FLOOR BOSTON MA 02127 043138434 501(C)(3) 15000 FMV SEE PART IV VSA MASSACHUSETTS INC THE NONPROFIT CENTER 89 SOUTH STREET BOSTON MA 02111 042699540 501(C)(3) 25000 FMV SEE PART IV FRIENDS OF THE CHILDREN-BOSTON INC 555 AMORY STREET BOSTON MA 02130 201581289 501(C)(3) 50000 FMV SEE PART IV LEAP FOR EDUCATION 209 ESSEX STREET SALEM MA 01970 471445061 501(C)(3) 25000 FMV SEE PART IV Build greater boston 2385 BAY ROAD REDWOOD CITY CA 91063 943386695 501(C)(3) 160000 fmv SEE PART IV MATHPOWER BOSTON 13 LAKE HALL NU 360 HUNNTINGTON A BOSTON MA 02115 223376427 501(C)(3) 50000 FMV SEE PART IV NATIVITY PREPATORY SCHOOL BOSTON 39 lAMARTINE sTREET JAMAICA PLAIN MA 021301947 043063140 501(C)(3) 125000 FMV SEE PART IV STEPPINGSTONE ACADEMY BOSTON ONE APPLETON STREET 4TH FLOOR ROXBURY MA 02120 043086666 501(C)(3) 50000 FMV SEE PART IV match beyond 215 forest hills street jamaica plain MA 02130 043476160 501(c)(3) 250000 fmv see part iv 50 SCHEDULE I, PART I, LINE 2 WELLINGTON MANAGEMENT PARTNERS AND EMPLOYEE VOLUNTEERS REVIEW THE GRANT APPLICaTIONS AND CONDUCT SITE VISITS. THE GRANT REVIEW COMMITTEE MEMBERS COMPLETE SITE VISITS AND PREPARE QUALITATIVE AND QUANTITATIVE REPORTS OF THEIR FINDINGS FOR THE FOUNDATION'S ADVISORY BOARD. SCHEDULE I, PART 2, COLUMN H - Purpose of grant TO IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH. FORM 990, QUESTION J HTTPS://WWW.WELLINGTON.COM/EN/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. WELLINGTON MANAGEMENT Group LLP 280 CONGRESS STREET BOSTON MA 02210 042683227 INVESTMENT MGMT MA NA 0 WELLINGTON GROUP HOLDINGS LLP 280 CONGRESS ST BOSTON MA 02210 471167553 HOLDING COMPANY MA NA WELLINGTON TRUST COMPANY NA 280 CONGRESS STREET BOSTON MA 02210 042755549 INVESTMENT MGMT MA NA TRUST 0 0 false false false true false false false false false false false false false true true false false true false false WELLINGTON MANAGEMENT COMPANY LLP C 161621 FMV WELLINGTON MANAGEMENT COMPANY LLP M 135555 FMV