2014-11-11T10:37:03-06:00 2013-12-31 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990 2013-01-01 046700836 Wellington Management Foundation % EUGENE FERRI WELL 6179515000 280 CONGRESS STREET Suite BOSTON MA 02210 MICHAEL J FEDER TAX DIRECTOR 2014-10-29 JEANNE M SCHUSTER P00743154 2013 2015-11-30 17:44:51Z WELLINGTON TRUST COMPANY 280 CONGRESS STREET BOSTON MA 02210 5657367 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 0 209 0 1932047 2491671 0 0 656346 3165696 391134 0 2979527 5657367 1311000 1737000 0 0 0 0 0 0 0 7545 120894 1318545 1857894 1660982 3799473 25778697 29606101 1340500 1643666 24438197 27962435 TO SUPPORT PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES WHICH IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH. false false 1737000 1737000 GRANTS TO CHARITABLE ORGANIZATIONS - IN 2013 THE FOUNDATION FUNDED 42 ORGANIZATIONS WITH GRANTS RANGING IN SIZE FROM $25,000 TO $50,000. IN ADDITION THE FOUNDATION AWARDED MULTI-YEAR CONDITIONAL GRANTS TOTALING $259,000. 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 2013, WMC PAID FOUNDATION EXPENSES THAT TOTALED $59,776. 1737000 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 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 0 59776 2431895 2491671 0 494018 494018 0 0 0 0 0 2671678 2671678 2671678 2671678 0 0 0 0 5657367 3165696 1647000 1647000 0 90000 90000 0 0 0 0 0 0 0 57025 57025 0 15670 15670 0 0 0 43395 43395 0 0 0 0 0 0 0 2301 2301 0 0 0 0 BANK FEES 2003 2003 STATE FILING FEE 500 500 1857894 1737000 120894 0 4387957 3957660 0 0 1324143 436176 0 0 0 0 0 0 0 0 0 0 0 0 0 20066597 25212265 0 0 0 0 0 0 0 0 25778697 29606101 29500 26666 1311000 1617000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1340500 1643666 X 24057329 27448668 380868 513767 0 0 24438197 27962435 25778697 29606101 3799473 -333849 58614 X false true X false false X 957473 1838411 2711304 1932047 2491671 9930906 0 0 957473 1838411 2711304 1932047 2491671 9930906 1230895 8700011 344380 433450 661466 656346 494018 2589660 0 439613 391134 830747 13351313 0.65162 0.69030 X SCHEDULE A, PART II, SECTION B, LINE 10 IN 2012, THE FOUNDATION HELD A FUNDRAISING EVENT. THE NET INCOME RECEIVED FROM THE FUNDRIASING EVENT WAS $391,134. IN 2010, THE FOUNDATION HELD A FUNDRAISING EVENT. THE NET INCOME RECEIVED FROM THE FUNDRIASING EVENT WAS $439,613. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5382132 -333849 58614 -275235 5657367 5657367 1857894 1857894 1857894 SCHEDULE D, PART X, LINE 2 WELLINGTON MANAGEMENT FOUNDATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE RELATED TO FIN48/ASC 740. true Europe (Including Iceland and Greenland) 0 0 Grantmaking 55000 East Asia and the Pacific 0 0 Grantmaking 35000 0 0 0 0 90000 90000 Europe (Including Iceland and Greenland) See Part V 30000 E-Fund Trans FMV Europe (Including Iceland and Greenland) See Part V 25000 E-Fund Trans FMV East Asia and the Pacific See Part V 20000 E-Fund Trans FMV East Asia and the Pacific See Part V 15000 E-Fund Trans FMV 4 false false false false false false SCHEDULE F, PART 1, 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 DAWLIFFE HALL'S BAYTREE CENTRE CREATES SUPPORTIVE PATHWAYS TOWARDS SOCIAL INCLUSION FOR INNER-CITY LONDON FAMILIES. ITS PEACH PROGRAM (PARENTS, EDUCATION, ACHIEVEMENT, CHARACTER) AIMS TO IMPROVE THE ACADEMIC ACHIEVEMENT OF GIRLS AGES SEVEN TO SEVENTEEN BY SUPPORTING THEIR EDUCATION AND MOTIVATION AND BY ENABLING THEIR PARENTS TO PROVIDE SUCH SUPPORT. MODELED AFTER THE AVIP PROGRAM RUN BY THE METRO ORGANIZATION IN CHICAGO, PEACH OFFERS ONE-TO-ONE SUPPORT, ADVICE AND MOTIVATION THROUGH WEEKLY TWO-HOUR STUDY SESSIONS, MONTHLY WORKSHIPS, AND WEEKLY INDIVIDUAL TUTORING. 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. 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) 35000 FMV See Part IV Associated Early Care and Education Inc 95 Berkeley Street Suite 306 Boston MA 02116 042105893 501(c)(3) 35000 FMV See Part IV Beacon Academy Inc 477 Longwood Avenue Boston MA 02215 731710051 501(c)(3) 40000 FMV See Part IV Franklin Institute Inc 41 Berkeley Street Boston MA 02116 222995201 501(c)(3) 45000 FMV See Part IV Blessed Stephen Bellesini OSA Academy Inc 94 Bradford Street Lawrence MA 01840 043585445 501(c)(3) 40000 FMV See Part IV Boston Debate League 31 State Street 10th Floor Boston MA 02109 593789722 501(c)(3) 40000 FMV See Part IV Third Sector New England Inc NonProfit Center 89 South St Ste Boston MA 02111 042261109 501(c)(3) 40000 FMV See Part IV Boston Youth Symphony Orchestras Inc 855 Commonwealth Ave Boston MA 02215 042790069 501(c)(3) 25000 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) 50000 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) 40000 FMV See Part IV Epiphany School Inc 154 Centre Street Dorchester MA 02124 043391788 501(c)(3) 35000 FMV See Part IV Esperanza Academy Inc 198 Garden Street Lawrence MA 01840 731722348 501(c)(3) 25000 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 Friends of the Children - Boston Inc 555 Amory Street Boston MA 02130 201581289 501(c)(3) 40000 FMV See Part IV Girls Incorporated of Lynn 50 High Street Lynn MA 01902 042104250 501(c)(3) 40000 FMV See Part IV Dedham Country Day School 90 Sandy Valley Road Dedham MA 02026 042106704 501(c)(3) 40000 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) 50000 FMV See Part IV Let's Get Ready Inc 89 South Street Suite 401 Boston MA 02111 311698832 501(c)(3) 40000 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 (New York exemption) PO Box 51066 Boston MA 02205 510494632 501(c)(3) 40000 FMV See Part IV Nativity School of Worcester Inc 67 Lincoln Street Worcester MA 01605 030385377 501(c)(3) 40000 FMV See Part IV The Parent-Child Home Program Inc 1415 Kellum Place Suite 101 Garden City NY 11530 112495601 501(c)(3) 30000 FMV See Part IV Science Club for Girls Inc Congregation Eitz Chayim 136 Magaz Cambridge MA 02139 141892866 501(c)(3) 25000 FMV See Part IV Family Nurturing Center of MA Inc 200 Bowdoin Street Dorchester MA 02122 311626186 501(c)(3) 40000 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) 30000 FMV See Part IV Steppingstone Scholars Inc 4112 Station Street Unit D Philadelphia PA 19127 421612131 501(c)(3) 35000 FMV See Part IV Sue Duncan Children's Center Inc 4225 S Lake Park Avenue Chicago IL 60653 362637756 501(c)(3) 25000 FMV See Part IV United Teen Equality Center 34 Hurd Street Lowell MA 01852 383669532 501(c)(3) 25000 FMV See Part IV VSA Massachusetts Inc NonProfit Center 89 South St Ste Boston MA 02111 042699540 501(c)(3) 25000 FMV See Part IV City Year Inc 287 Columbus Avenue Boston MA 02116 222882549 501(c)(3) 300000 FMV See Part IV Build Inc 5100 W Harrison Chicago IL 60644 237022085 501(c)(3) 30000 FMV See Part IV 38 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 1, 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 2013, 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. CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION AMENDED ITS TRUST AGREEMENT BY INSERTING THE FOLLOWING PROVISION. "A BOARD MEMBER SHALL BECOME ELIGIBLE TO BE NOMINATED FOR THE POSITION OF CHAIR OR VICE CHAIR UPON COMPLETION OF HIS OR HER FIRST YEAR OF SERVICE ON THE BOARD. NO BOARD MEMBER MAY BE NOMINATED TO SERVE AS CHAIR DURING HIS OR HER FIFTH YEAR OF SERVICE ON THE BOARD. THE STANDARD CHAIR AND VICE CHAIR APPOINTMENT SHALL BE FOR A TERM OF THREE YEARS, HOWEVER THIS TERM MAY BE LESS THAN OR GREATER THAN THREE YEARS IF APPROVED BY THE DONOR OR ITS SUCCESSOR (OR IF NONE, THE TRUSTEE) AND MAJORITY VOTE OF THE THEN-CURRENT ADVISORY BOARD MEMBERS. HOWEVER, NO BOARD MEMBER SHALL SERVE AS CHAIR FOR GREATER THAN FOUR YEARS IN SUCH ROLE OR FOR A MAXIMUM TERM OF GREATER THAN SEVEN YEARS AS A MEMBER OF THE BOARD." 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, 15A AND 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 false true true false false true false false WELLINGTON MANAGEMENT COMPANY LLP C 59776 FMV WELLINGTON MANAGEMENT COMPANY LLP M 58614 FMV