Nonprofits›Wellington Management Foundation

Philanthropy, Voluntarism & Grantmaking Foundations

Wellington Management Foundation

BOSTON, MA

WebsiteView as a funder

Total revenue

$11.8M

Total expenses

$7.4M

Net assets

$41.1M

Grants received

$4.1M

51 grants

EIN

046700836

Tax year

2024

Mission

See Schedule O

Financials

FY 2024

Revenue

Contributions & grants$2.9M
Program service revenue—
Investment income$8.9M
Other revenue—
Total revenue$11.8M

Expenses

Grants paid$7.0M
Salaries & benefits—
Fundraising$38K
Other expenses$345K
Total expenses$7.4M
Total assets$46.5M
Net assets$41.1M

People

1 listed

NameRoleCompensation

WELLINGTON TRUST COMPANY NA

TRUSTEE

Board

—

0

Grants received

Showing 51 of 51

FromAmountPurposeYear
AMERICAN ONLINE GIVING FOUNDATION INC
$120K
GENERAL SUPPORT
2024
TRAQUINA FAMILY FOUNDATION
$25K
PROGRAM SUPPORT
2024
MOVE THE WORLD FOUNDATION
$20K
CHARITABLE
2024
THE OWENS FAMILY FOUNDATION
$250K
TO SUPPORT ORGANIZATION'S MISSION
2023
The Once Here Foundation
$200K
General Support
2023
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$117K
For grant recipient's exempt purposes
2023
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$67K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
NATIONAL PHILANTHROPIC TRUST
$50K
RELIGION
2023
AMERICAN ONLINE GIVING FOUNDATION INC
$50K
GENERAL SUPPORT
2023
TRAQUINA FAMILY FOUNDATION
$25K
PROGRAM SUPPORT
2023
The Rands Foundation
$25K
General Operating Support
2023
MOVE THE WORLD FOUNDATION
$20K
CHARITABLE
2023
Carmen-Lederer Family Foundation
$15K
GENERAL Purpose
2023
DONOR ADVISED CHARITABLE GIVING INC
$10K
PUBLIC, SOCIETAL BENEFIT
2023
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$328K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$194K
For grant recipient's exempt purposes
2022
NATIONAL PHILANTHROPIC TRUST
$156K
PUBLIC, SOCIETAL BENEFIT
2022
DONOR ADVISED CHARITABLE GIVING INC
$55K
PUBLIC, SOCIETAL BENEFIT
2022
The Rands Foundation
$25K
General Operating Support
2022
DORAN FAMILY FOUNDATION
$25K
GENERAL OPERATING PURPOSE
2022
MOVE THE WORLD FOUNDATION
$20K
CHARITABLE
2022
TRAQUINA FAMILY FOUNDATION
$10K
PROGRAM SUPPORT
2022
Boston Foundation Inc
$8K
Operating Support/Annual Fund
2022
The Bank of America Charitable Foundation Inc
$250
PROGRAM/OPERATING SUPPORT
2022
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$162K
For grant recipient's exempt purposes
2021
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$162K
For grant recipient's exempt purposes
2021
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$157K
For recipient's exempt purpose
2021
The Once Here Foundation
$125K
CHARITABLE
2021
THE OWENS FAMILY FOUNDATION
$100K
UNRESTRICTED CONTRIBUTION
2021
DONOR ADVISED CHARITABLE GIVING INC
$70K
PUBLIC, SOCIETAL BENEFIT
2021
Pannell Family Foundation
$25K
CHARITABLE
2021
DORAN FAMILY FOUNDATION
$25K
GENERAL OPERATING PURPOSE
2021
The Rands Foundation
$25K
General Operating Support
2021
DORAN FAMILY FOUNDATION
$10K
GENERAL OPERATING PURPOSE
2021
Boston Foundation Inc
$8K
Operating Support/Annual Fund
2021
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$765K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
THE OWENS FAMILY FOUNDATION
$125K
UNRESTRICTED CONTRIBUTION
2020
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$44K
For grant recipient's exempt purposes
2020
DONOR ADVISED CHARITABLE GIVING INC
$29K
PUBLIC, SOCIETAL BENEFIT
2020
MOVE THE WORLD FOUNDATION
$25K
CHARITABLE
2020
The Rands Foundation
$25K
General Operating Support
2020
Gallo Family Foundation
$25K
CHARITABLE.
2020
DONOR ADVISED CHARITABLE GIVING INC
$26K
PUBLIC, SOCIETAL BENEFIT
2019
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$11K
For grant recipient's exempt purposes
2019
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$123K
For grant recipient's exempt purposes
2018
DONOR ADVISED CHARITABLE GIVING INC
$94K
PUBLIC, SOCIETAL BENEFIT
2018
THE OWENS FAMILY FOUNDATION
$50K
UNRESTRICTED CONTRIBUTION
2018
MOVE THE WORLD FOUNDATION
$25K
CHARITABLE
2018
DONOR ADVISED CHARITABLE GIVING INC
$45K
SOCIAL SERVICES/SOCIAL BENEFITS
2017
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$18K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
Boston Foundation Inc
$10K
Operating Support
2017

Funded by

$4.1M from 16 funders · 51 grants · 2017–2024

Vanguard Charitable Endowment Program

$1.3M · 4 grants · 2020–2023

Fidelity Investments Charitable Gift Fund

$830K · 8 grants · 2017–2023

The Owens Family Foundation

$525K · 4 grants · 2018–2023

Donor Advised Charitable Giving Inc

$329K · 7 grants · 2017–2023

The Once Here Foundation

$325K · 2 grants · 2021–2023

National Philanthropic Trust

$206K · 2 grants · 2022–2023

American Online Giving Foundation Inc

$170K · 2 grants · 2023–2024

Move The World Foundation

$110K · 5 grants · 2018–2024

Details

EIN046700836
NTEE codeT70Z
Subsection03
Ruling date1992-08
Formed1992
Employees0
Volunteers150
WELLINGTON MANAGEMENT FOUNDATION — Mission, Financials & Grants Received | Grantivo