2015-11-09T17:10:51-06:00 2014-12-31 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990 2014-01-01 046700836 Wellington Management Foundation % EUGENE FERRI WELL 6179515000 280 CONGRESS STREET BOSTON MA 02210 Edward J Steinborn OFFICER OF TRUSTEE 2015-11-09 JEANNE M SCHUSTER P00743154 6172662000 2014 2016-03-07 17:11:31Z WELLINGTON TRUST COMPANY 280 CONGRESS STREET BOSTON MA 02210 10000419 false X SEE SCHEDULE O X 1992 MA TO SUPPORT PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES WHICH IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH. 1 1 0 171 0 2491671 5154837 0 0 3165696 1009711 0 121190 5657367 6285738 1737000 1747300 0 0 0 0 0 0 0 120894 224753 1857894 1972053 3799473 4313685 29606101 33459629 1643666 1835300 27962435 31624329 TO SUPPORT PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES WHICH IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH. false false 1805551 1747300 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. 1805551 true true false false false false false false false false false false false false false false true false false false true true false false true 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 X 1 1 false true false false false false false true true false false false false false false false false false MA 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 637001 4517836 5154837 0 822492 822492 0 0 0 0 0 3651296 3464077 187219 187219 187219 371794 637001 250604 121190 0 0 0 6285738 1009711 1615500 1615500 0 131800 131800 0 0 0 0 0 0 0 139483 139483 0 22150 22150 0 0 0 58712 58251 461 0 712 712 0 0 0 0 0 145 145 0 0 0 0 BANK FEES 2025 2025 STATE FILING FEE 500 500 MEALS 1026 1026 1972053 1805551 166502 0 3957660 0 0 4310917 436176 562764 0 0 0 0 0 0 0 0 0 0 0 0 0 25212265 28585948 0 0 0 0 0 0 0 0 29606101 33459629 26666 13000 1617000 1822300 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1643666 1835300 X 27448668 30873768 513767 750561 0 0 27962435 31624329 29606101 33459629 4313685 -791419 139628 X false true X false false X 1838411 2711304 1932047 2491671 5154837 14128270 0 0 1838411 2711304 1932047 2491671 5154837 14128270 1251280 12876990 433450 661466 656346 494018 822492 3067772 0 439613 391134 371794 1202541 18398583 0.69989 0.65162 X SCHEDULE A, PART II, SECTION B, LINE 10 IN 2014, THE FOUNDATION HELD A FUNDRAISING EVENT. THE GROSS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5884551 -791419 139628 -651791 6536342 -250604 -250604 6285738 2222657 250604 250604 1972053 1972053 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 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. true Europe (Including Iceland and Greenland) Grantmaking 79800 East Asia and the Pacific Grantmaking 52000 131800 131800 Europe (Including Iceland and Greenland) See Part V 26400 E-FUND TRANS FMV Europe (Including Iceland and Greenland) See Part V 33400 E-FUND TRANS FMV East Asia and the Pacific See Part V 30000 E-FUND TRANS FMV East Asia and the Pacific See Part V 20000 E-FUND TRANS FMV Europe (Including Iceland and Greenland) SEE PART V 20000 E-FUND TRANS FMV 5 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. 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." GALA 1008795 637001 371794 12792 57076 147385 19554 13797 NONE 0 1008795 637001 371794 12792 57076 147385 19554 13797 250604 121190 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) 25000 FMV See Part IV Acad of the Pacific Rim Charter School Fdn 1 Westinghouse Plaza Hyde Park MA 02136 043286025 501(c)(3) 25000 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) 45000 FMV See Part IV Boston Debate League 31 State Street 10th Floor Boston MA 02109 593789722 501(c)(3) 75000 FMV See Part IV COMMUNICATE BOAT BUILDING NonProfit Center 89 South St Ste Boston MA 02111 042261109 501(c)(3) 40000 FMV See Part IV BROOKVIEW HOUSE INC 2 BROOKVIEW STREET DORCHESTER MA 02124 223032466 501(c)(3) 30000 FMV See Part IV Breakthrough Greater Boston PO Box 381486 Cambridge MA 02238 043307783 501(c)(3) 42000 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 Business United in Investing Lending & Development 2385 Bay Road Redwood City CA 94063 943386695 501(c)(3) 25000 FMV See Part IV Codman Academy Foundation 637 Washington Street Dorchester MA 02124 043559945 501(c)(3) 45000 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) 35000 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) 40000 FMV See Part IV CASA JUAN DIEGO 1919 ASHLAND AVENUE CHICAGO IL 60608 362240477 501(c)(3) 15000 FMV See Part IV TEEN CENTER AT ST PETER'S 51 Sleeper Street 1st Floor BOSTON MA 02210 042534041 501(c)(3) 25000 FMV See Part IV Dedham Country Day School 90 Sandy Valley Road Dedham MA 02026 042106704 501(c)(3) 60000 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 Julie's Family Learning Program Inc 133 Dorchester Street Boston MA 02127 113692512 501(c)(3) 20000 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 Boston Algegra in Middle Schools Project 13 Lake Hall Northeastern Universi Boston MA 02115 223376427 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) 45000 FMV See Part IV CRISTO REY BOSTON HIGH SCHOOL 100 Savin Hill Ave DOCHESTER MA 02125 562438544 501(c)(3) 30000 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 Sportsmen's Tennis Club Inc 950 Blue Hill Avenue Dorchester MA 02124 237037183 501(c)(3) 40000 FMV See Part IV Steppingstone Scholars Inc 4112 Station Street Unit D Philadelphia PA 19127 421612131 501(c)(3) 52500 FMV See Part IV Sue Duncan Children's Center Inc 4225 S Lake Park Avenue Chicago IL 60653 362637756 501(c)(3) 35000 FMV See Part IV United Teen Equality Center 34 Hurd Street Lowell MA 01852 383669532 501(c)(3) 25000 FMV See Part IV VIETAID BOSTON 42 CHARLES STREET NO E DORCHESTER MA 02122 043289039 501(c)(3) 15000 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) 25000 FMV See Part IV KIPP MASSACHUSETTS 90 High Rock Street LYNN MA 01902 743153091 501(C)(3) 25000 FMV See Part IV NURTURY 95 Berkeley Street Suite 306 BOSTON MA 02116 042105893 501(c)(3) 25000 FMV See Part IV THE PHOENIX CHARTER ACADEMY FOUNDATION 59 Nichols Street CHELSEA MA 02150 204761182 501(C)(3) 15000 FMV SEE PART IV SMART FROM THE START INC 200 Bowdoin Street DORCHESTER MA 02122 311626186 501(C)(3) 50000 FMV SEE PART IV FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS 58 Moore Street East Boston MA 02128 300211613 501(c)(3) 30000 FMV 43 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 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 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. WELLINGTON MANAGEMENT COMPANY LLP 280 CONGRESS STREET BOSTON MA 02210 042683227 INVESTMENT MGMT MA NA N/A 0 0 0 WELLINGTON TRUST COMPANY NA 280 CONGRESS STREET BOSTON MA 02210 042755549 INVESTMENT MGMT MA NA TRUST 0 0 false false false false false false false false false false false false true true false false true false false WELLINGTON MANAGEMENT COMPANY LLP C 82601 FMV WELLINGTON MANAGEMENT COMPANY LLP M 139628 FMV