WELLINGTON MANAGEMENT FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: WELLINGTON MANAGEMENT FOUNDATION (EIN 04-6700836)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-09
IRS object ID: 201503139349303205
Schema version: 2014v5.0
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 G
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-09T17:10:51-06:00	ReturnTs
Tax Period End	2014-12-31	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	2014-01-01	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	Edward J Steinborn	PersonNm
Person Title	OFFICER OF TRUSTEE	PersonTitleTxt
Signature	2015-11-09	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEANNE M SCHUSTER	PreparerPersonNm
PTIN	P00743154	PTIN
Phone	6172662000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-03-07 17:11:31Z	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	$10,000,419	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 WHICH 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	171	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$2,491,671	PYContributionsGrantsAmt
CY Contributions Grants	$5,154,837	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$3,165,696	PYInvestmentIncomeAmt
CY Investment Income	$1,009,711	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$121,190	CYOtherRevenueAmt
PY Total Revenue	$5,657,367	PYTotalRevenueAmt
CY Total Revenue	$6,285,738	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,737,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,747,300	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	$120,894	PYOtherExpensesAmt
CY Other Expenses	$224,753	CYOtherExpensesAmt
PY Total Expenses	$1,857,894	PYTotalExpensesAmt
CY Total Expenses	$1,972,053	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,799,473	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,313,685	CYRevenuesLessExpensesAmt
Total Assets BOY	$29,606,101	TotalAssetsBOYAmt
Total Assets EOY	$33,459,629	TotalAssetsEOYAmt
Total Liabilities BOY	$1,643,666	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,835,300	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$27,962,435	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$31,624,329	NetAssetsOrFundBalancesEOYAmt
Mission	TO SUPPORT PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES WHICH IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,805,551	ExpenseAmt
Grant	$1,747,300	GrantAmt
Desc	GRANTS TO CHARITABLE ORGANIZATIONS - IN 2014 THE FOUNDATION FUNDED 49 ORGANIZATIONS WITH GRANTS RANGING IN SIZE FROM $15,000 TO $75,000. IN ADDITION THE FOUNDATION AWARDED MULTI-YEAR CONDITIONAL GRANTS TOTALING $172,000. 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 2014, WMC PAID FOUNDATION EXPENSES THAT TOTALED $82,601.	Desc
Total Program Service Expenses	$1,805,551	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	Yes (true)	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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	1	GoverningBodyVotingMembersCnt
Independent Voting Member	1	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (true)	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	MA	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
Fundraising	$637,001	FundraisingAmt
All Other Contributions	$4,517,836	AllOtherContributionsAmt
Total Contributions	$5,154,837	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$822,492	TotalRevenueColumnAmt
Exclusion	$822,492	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	$3,651,296	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,464,077	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$187,219	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$187,219	TotalRevenueColumnAmt
Exclusion	$187,219	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$371,794	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$637,001	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$250,604	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$121,190	TotalRevenueColumnAmt

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

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,285,738	TotalRevenueColumnAmt
Exclusion	$1,009,711	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,615,500	TotalAmt
Program Services	$1,615,500	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	$131,800	TotalAmt
Program Services	$131,800	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	$139,483	TotalAmt
Management And General	$139,483	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	$22,150	TotalAmt
Management And General	$22,150	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	$58,712	TotalAmt
Program Services	$58,251	ProgramServicesAmt
Management And General	$461	ManagementAndGeneralAmt

Advertising AdvertisingGrp

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

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$712	TotalAmt
Management And General	$712	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	$145	TotalAmt
Management And General	$145	ManagementAndGeneralAmt

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 (3 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
BANK FEES	$2,025	$2,025
STATE FILING FEE	$500	$500
MEALS	$1,026	$1,026

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,972,053	TotalAmt
Program Services	$1,805,551	ProgramServicesAmt
Management And General	$166,502	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,957,660	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$4,310,917	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$436,176	BOYAmt
EOY	$562,764	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	$25,212,265	BOYAmt
EOY	$28,585,948	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	$29,606,101	BOYAmt
EOY	$33,459,629	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$26,666	BOYAmt
EOY	$13,000	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,617,000	BOYAmt
EOY	$1,822,300	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	$1,643,666	BOYAmt
EOY	$1,835,300	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$27,448,668	BOYAmt
EOY	$30,873,768	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$513,767	BOYAmt
EOY	$750,561	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	$27,962,435	BOYAmt
EOY	$31,624,329	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$29,606,101	BOYAmt
EOY	$33,459,629	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$4,313,685	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$791,419	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$139,628	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	$1,838,411	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,711,304	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,932,047	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,491,671	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,154,837	CurrentTaxYearAmt
Total	$14,128,270	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	$1,838,411	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,711,304	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,932,047	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,491,671	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,154,837	CurrentTaxYearAmt
Total	$14,128,270	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,251,280	SubstantialContributorsTotAmt
Public Support Total170	$12,876,990	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$433,450	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$661,466	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$656,346	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$494,018	CurrentTaxYearMinus1YearAmt
Current Tax Year	$822,492	CurrentTaxYearAmt
Total	$3,067,772	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 Minus4 Years	$439,613	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years	$391,134	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$371,794	CurrentTaxYearAmt
Total	$1,202,541	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$18,398,583	TotalSupportAmt
Public Support CY170	0.69989	PublicSupportCY170Pct
Public Support PY170	0.65162	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 2014, THE FOUNDATION HELD A FUNDRAISING EVENT. THE GROSS INCOME	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	$5,884,551	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$791,419	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$139,628	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	-$651,791	RevenueNotReportedAmt
Revenue Subtotal	$6,536,342	RevenueSubtotalAmt
Other Revenues Not Included	-$250,604	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$250,604	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$6,285,738	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,222,657	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$250,604	OtherExpensesIncludedAmt
Expenses Not Reported	$250,604	ExpensesNotReportedAmt
Expenses Subtotal	$1,972,053	ExpensesSubtotalAmt
Total Expenses Per Form990	$1,972,053	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 4B & PART XII, LINE 2D FUNDRAISING EXPENSE OF $250,604 THAT IS INCLUDED IN EXPENSES ON THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS HAS BEEN RECLASSED AND REPORTED ON PART VIII, LINE 8B.	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)	Grantmaking	$79,800
East Asia and the Pacific	Grantmaking	$52,000

Field	Value	IRS element (for citing)
Subtotal Spent	$131,800	SubtotalSpentAmt
Total Spent	$131,800	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	$26,400	E-FUND TRANS	FMV
Europe (Including Iceland and Greenland)	See Part V	$33,400	E-FUND TRANS	FMV
East Asia and the Pacific	See Part V	$30,000	E-FUND TRANS	FMV
East Asia and the Pacific	See Part V	$20,000	E-FUND TRANS	FMV
Europe (Including Iceland and Greenland)	SEE PART V	$20,000	E-FUND TRANS	FMV

Field	Value	IRS element (for citing)
Total Other Org	5	TotalOtherOrgCnt
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. CHILDREN BENEFIT FROM INDIVIDUAL READING SESSIONS, INCREASINGLY BECOMING KEEN READERS AND DEVELOPING THE SELF-CONFIDENCE TO AIM HIGHER IN THEIR READING PURSUITS. IN ADDITION, VALUABLE RELATIONSHIPS ARE FOSTERED WITH THEIR PARENTS, ENABLING DOORSTEP LIBRARY TO SUPPORT THEIR PARENTS AND FACILITATE ACCESS TO ADDTIONAL SERVICES, WHILE ENCOURAGING THEM TO TAKE AN ACTIVE ROLE IN THEIR CHILDREN'S EDUCATION. REGION: EUROPE THE ORGANISATION OF YOUNG AFRICANS, OR OYA!, WAS FOUNDED IN 2000 AND IS BASED ON A NORTH LONDON HOUSING PROJECT. OYA! SEEKS TO SUPPORT DISADVANTAGED, UNDER-ACHIEVING YOUNG PEOPLE OF AFRICAN HERITAGE AS THEY STRIVE, THROUGH EDUCATION, TO OVERCOME POVERTY, BUILD MEANINGFUL LIVES AND MAKE A POSITIVE CONTRIBUTION TO THEIR COMMUNITY. THE ORGANIZATION RUNS A SUPPLEMENTARY SCHOOL FOR YOUNG PEOPLE PROVIDING ACADEMIC SUPPORT IN CORE SUBJECTS AS WELL AS A RANGE OF MOTIVATIONAL, CULTURAL, AND SOCIAL ACTIVITIES. THE OYA FAMILY PROGRAM PROVIDES INFORMATION TO AFRICAN-BORN PARENTS ON BRITISH EDUCATION, ADVICE AND SUPPORT IN DEALING WITH MAINSTREAM SCHOOLS, AND SKILLS ENHANCEMENT THROUGH VOLUNTEERING. REGION: EAST ASIA AND THE PACIFIC THE ABORIGINAL LITERACY FOUNDATION SEEKS TO TRANSFORM THE LIVES OF INDIGENOUS CHILDREN THROUGHOUT AUSTRALIA BY FOCUSING ON LITERACY AND NUMERACY EDUCATION. WORKING IN COLLABORATION WITH LOCAL COMMUNITIES AND PARTNERS, THE FOUNDATION PROVIDES ONE-TO-ONE TUTORING TO INDIGENOUS CHILDREN. THE DIGITAL LITERACY HUB (DLH) IS A NEW PROGRAM THAT USES TECHNOLOGY TO ENGAGE CHILDREN WHO MAY BE TOO REMOTE OR OTHERWISE UNABLE TO TAKE PART IN AFLS PROGRAMS. THE DLH PROVIDES HIGH QUALITY EDUCATIONAL TOOLS, FREE OF CHARGE, AND WORKS IN COLLABORATION WITH COMMUNITY ELDERS TO HELP SUSTAIN THE PROGRAM AMONG FAMILIES THAT ARE SEMI-NOMADIC AND WHERE MANY OF THE PARENTS ARE ILLITERATE AS WELL. REGION: EAST ASIA AND THE PACIFIC CHILD AT STREET 11 IS A MULTI-RACIAL, SECULAR, INDEPENDENT, NON-PROFIT ORGANIZATION DEDICATED TO HELPING LOW INCOME AND DYSFUNCTIONAL FAMILIES PROVIDE QUALITY EARLY YEARS EDUCATION FOR THEIR CHILDREN. STARTED IN APRIL 1999, THE CENTRE SERVES CHILDREN AGED TWO TO SIX IN A FULL DAY PROGRAM. MOST PRE-SCHOOL CENTERS IN SINGAPORE DO NOT HAVE INTEGRATED PROGRAMS TO HELP CHILDREN FROM PROBLEM HOMES. CHILD AT STREET 11 HELPS CHILDREN BY HAVING WELL-TRAINED PRE-SCHOOL TEACHERS FOCUS ON EDUCATION AND PARENT EDUCATION. IT ALSO NETWORKS WITH EXTERNAL AGENCIES THAT HAVE SOCIAL WORKERS, COUNSELLORS, EDUCATIONAL PSYCHOLOGISTS, DOCTORS AND OTHER PROFESSIONALS. 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 LOCAL COMMUNITY. THE PROGRAM PROVIDES A WIDE VARIETY OF SERVICES TO CHILDREN AND SUPPORTS THEM IN AREAS THAT WOULD, UNDER USUAL CIRCUMSTANCES, BE FOUND IN A HOME ENVIRONMENT. THE CHILDREN ARE SUPERVISED BY A COMBINATION OF PROFESSIONALLY TRAINED STAFF AND VOLUNTARY HELPERS. MOST IMPORTANTLY, THE PROGRAM HAS QUALIFIED SOCIAL WORKERS AND TEACHERS WHO OFFER CARE FOR THESE CHILDREN, WHICH IS SOMETHING THEY DON'T GET AT HOME. THE STAFF ALSO COORDINATES WITH GOVERNMENT OFFICIALS WHERE NECESSARY AND HELPS THE CHILDREN TO AT LEAST HAVE SOME KIND OF A "PROPER CHILDHOOD."

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GALA	Event1Nm
Gross Receipts Event1	$1,008,795	GrossReceiptsEvent1Amt
Charitable Contri Event1	$637,001	CharitableContriEvent1Amt
Gross Revenue Event1	$371,794	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$12,792	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$57,076	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$147,385	FoodAndBeverageEvent1Amt
Entertainment Event1	$19,554	EntertainmentEvent1Amt
Other Direct Expenses Event1	$13,797	OtherDirectExpensesEvent1Amt
Event2	NONE	Event2Nm
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$1,008,795	GrossReceiptsTotalAmt
Charitable Contributions Tot	$637,001	CharitableContributionsTotAmt
Gross Revenue Total Events	$371,794	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$12,792	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$57,076	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$147,385	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$19,554	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$13,797	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$250,604	DirectExpenseSummaryEventsAmt
Net Income Summary	$121,190	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (43 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Purpose Of GrantPurposeOfGrantTxt
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)	$25,000	FMV	See Part IV
Acad of the Pacific Rim Charter School Fdn
1 Westinghouse Plaza	Hyde Park	MA	02136	043286025	501(c)(3)	$25,000	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)	$45,000	FMV	See Part IV
Boston Debate League
31 State Street 10th Floor	Boston	MA	02109	593789722	501(c)(3)	$75,000	FMV	See Part IV
COMMUNICATE BOAT BUILDING
NonProfit Center 89 South St Ste	Boston	MA	02111	042261109	501(c)(3)	$40,000	FMV	See Part IV
BROOKVIEW HOUSE INC
2 BROOKVIEW STREET	DORCHESTER	MA	02124	223032466	501(c)(3)	$30,000	FMV	See Part IV
Breakthrough Greater Boston
PO Box 381486	Cambridge	MA	02238	043307783	501(c)(3)	$42,000	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
Business United in Investing Lending & Development
2385 Bay Road	Redwood City	CA	94063	943386695	501(c)(3)	$25,000	FMV	See Part IV
Codman Academy Foundation
637 Washington Street	Dorchester	MA	02124	043559945	501(c)(3)	$45,000	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)	$35,000	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)	$40,000	FMV	See Part IV
CASA JUAN DIEGO
1919 ASHLAND AVENUE	CHICAGO	IL	60608	362240477	501(c)(3)	$15,000	FMV	See Part IV
TEEN CENTER AT ST PETER'S
51 Sleeper Street 1st Floor	BOSTON	MA	02210	042534041	501(c)(3)	$25,000	FMV	See Part IV
Dedham Country Day School
90 Sandy Valley Road	Dedham	MA	02026	042106704	501(c)(3)	$60,000	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
Julie's Family Learning Program Inc
133 Dorchester Street	Boston	MA	02127	113692512	501(c)(3)	$20,000	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
Boston Algegra in Middle Schools Project
13 Lake Hall Northeastern Universi	Boston	MA	02115	223376427	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)	$45,000	FMV	See Part IV
CRISTO REY BOSTON HIGH SCHOOL
100 Savin Hill Ave	DOCHESTER	MA	02125	562438544	501(c)(3)	$30,000	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
Sportsmen's Tennis Club Inc
950 Blue Hill Avenue	Dorchester	MA	02124	237037183	501(c)(3)	$40,000	FMV	See Part IV
Steppingstone Scholars Inc
4112 Station Street Unit D	Philadelphia	PA	19127	421612131	501(c)(3)	$52,500	FMV	See Part IV
Sue Duncan Children's Center Inc
4225 S Lake Park Avenue	Chicago	IL	60653	362637756	501(c)(3)	$35,000	FMV	See Part IV
United Teen Equality Center
34 Hurd Street	Lowell	MA	01852	383669532	501(c)(3)	$25,000	FMV	See Part IV
VIETAID BOSTON
42 CHARLES STREET NO E	DORCHESTER	MA	02122	043289039	501(c)(3)	$15,000	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)	$25,000	FMV	See Part IV
KIPP MASSACHUSETTS
90 High Rock Street	LYNN	MA	01902	743153091	501(C)(3)	$25,000	FMV	See Part IV
NURTURY
95 Berkeley Street Suite 306	BOSTON	MA	02116	042105893	501(c)(3)	$25,000	FMV	See Part IV
THE PHOENIX CHARTER ACADEMY FOUNDATION
59 Nichols Street	CHELSEA	MA	02150	204761182	501(C)(3)	$15,000	FMV	SEE PART IV
SMART FROM THE START INC
200 Bowdoin Street	DORCHESTER	MA	02122	311626186	501(C)(3)	$50,000	FMV	SEE PART IV
FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS
58 Moore Street	East Boston	MA	02128	300211613	501(c)(3)	$30,000	FMV

Field	Value	IRS element (for citing)
Total501c3 Org	43	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 IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 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 A, LINE 3	DURING 2014, THE FOUNDATION ENGAGED GMA FOUNDATIONS TO ASSIST WITH ITS ANNUAL GRANTMAKING PROCESS. GMA IS A PROFESSIONAL SERVICES ORGANIZATION WHICH PROVIDES GRANTMAKING, ADMINISTRATIVE AND CONSULTING SERVICES TO FOUNDATIONS. GMA WILL ADMINISTER OUR GRANT APPLICATION AND REVIEW PROCESS, WHILE PROVIDING ADVICE AND SUPPORT TO THE FOUNDATION.
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

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	WELLINGTON MANAGEMENT COMPANY LLP	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	042683227	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)
Predominant Income Type	N/A	PredominantIncomeTypeTxt
Share Of Total Income	$0	ShareOfTotalIncomeAmt
Share Of EOY Assets	$0	ShareOfEOYAssetsAmt
UBI Code V	$0	UBICodeVAmt

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	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
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	$82,601	FMV
WELLINGTON MANAGEMENT COMPANY LLP
M	$139,628	FMV