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EIN 04-6700836

Wellington Management Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Boston
State
Massachusetts
Year formed
1992
Most recent tax filings
2023-12-01
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
Description
The Wellington Management Foundation funds programs for under-resourced youth and provides grants to domestic and foreign organizations.
Total revenues
$7,544,126
2023
Total expenses
$8,364,281
2023
Total assets
$47,425,522
2023
Num. employees
0
2023

Program areas at Wellington Management Foundation

Grants to charitable organizations - in 2023 the Foundation funded 84 domestic organizations and 16 foreign organizations with grants ranging in size from $30,000 to $1,026,000. Wellington Management company llp (wmc) pays the operating expenses of the Foundation and provides office space, investment advisory services and administrative support, valued at $309,116, at no charge to the Foundation. During 2023, wmc paid Foundation expenses that totaled $59,165.

Grants made by Wellington Management Foundation

GranteeGrant descriptionAmount
Boston ScoresSee Part Iv$310,000
Family Nurturing Center of MassachusettsSee Part Iv$300,000
Literations CorporationSee Part Iv$250,000
...and 80 more grants made totalling $6,160,000

Who funds Wellington Management Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Vanguard Charitable Endowment ProgramFor Recipient's Exempt Purpose$327,750
The Owens Family FoundationTo Support Organization's Mission$250,000
The Once Here FoundationGeneral Support$200,000
...and 9 more grants received

Financials for Wellington Management Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$4,178,244
Program services$0
Investment income and dividends$1,082,170
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$2,036,963
Net income from fundraising events$246,749
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$7,544,126

Form 990s for Wellington Management Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990View PDF
2022-122023-11-15990View PDF
2021-122022-11-14990View PDF
2020-122021-11-15990View PDF
2019-122021-03-31990View PDF
...and 11 more Form 990s

Organizations like Wellington Management Foundation

OrganizationLocationRevenue
In-N-Out Burgers FoundationIrvine, CA$5,719,754
Dr Gertrude A Barber FoundationErie, PA$6,781,003
Valero Energy FoundationSan Antonio, TX$10,302,504
Points of Light FoundationAtlanta, GA$27,065,745
Pricewaterhousecoopers Charitable Foundation (PCCF)New York, NY$23,656,851
LPGA FoundationDaytona Beach, FL$11,606,595
Starkey Hearing FoundationMinneapolis, MN$2,170,824
Ascension St Vincent FoundationSt Louis, MO$16,290,795
Venable FoundationBaltimore, MD$4,140,999
Housewares Charity FoundationRosemont, IL$2,026,453
Data update history
March 26, 2025
Received grants
Identified 2 new grant, including a grant for $49,954 from American Online Giving Foundation
February 9, 2025
Posted financials
Added Form 990 for fiscal year 2023
January 5, 2025
Received grants
Identified 1 new grant, including a grant for $25,000 from Traquina Family Foundation
October 21, 2024
Received grants
Identified 4 new grant, including a grant for $250,000 from The Owens Family Foundation
October 1, 2024
Updated personnel
Identified 3 new personnel
Nonprofit Types
Grantmaking organizationsCorporate foundationsCharities
Issues
No issues found
Characteristics
Provides grantsFundraising eventsOperates internationallyNational levelCommunity engagement / volunteeringGala fundraisersTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
280 Congress St
Boston, MA 02210
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Website URL
wellington.com/en/ 
Phone
(617) 951-5000
Facebook page
Wellingtonmgt 
Twitter profile
@wellingtonmgt 
IRS details
EIN
04-6700836
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1992
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
CT0220680
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2025-06-18
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