Nonprofit · EIN 04-6700836
WELLINGTON MANAGEMENT FOUNDATION
Tax-exempt · BOSTON, MA 02210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,829,758 | $7,364,686 | $4,465,072 | $46,540,318 | $5,481,500 | $41,058,818 |
| December 31, 2023 | 990 | $7,544,126 | $8,364,281 | -$820,155 | $47,425,522 | $6,839,579 | $40,585,943 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,909,518
- Program service revenue
- $0
- Investment income
- $8,920,240
- Net gain from sales of assets
- $7,691,346
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $7,020,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $53,250
- Occupancy
- $23,595
- Program services (functional)
- $7,172,840
- Management and general (functional)
- $153,488
- Fundraising (functional)
- $38,358
Balance sheet and other
- Total assets, start of year
- $47,425,522
- Total assets, end of year
- $46,540,318
- Total liabilities, end of year
- $5,481,500
- Net assets, end of year
- $41,058,818
- Publicly traded securities
- $43,808,175
- Net assets without donor restrictions
- $41,058,818
- Gross receipts
- $60,711,136
- Employees
- 0
- Volunteers
- 150
- Year formed
- 1992
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLINGTON TRUST COMPANY NA | TRUSTEE Institutional trustee | 0 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLINGTON TRUST COMPANY NA | TRUSTEE Institutional trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 280 CONGRESS STREET, BOSTON, MA 02210-1023
- In care of
- % EUGENE FERRI
- Principal officer (990 for 2024)
- WELLINGTON TRUST COMPANY, 280 CONGRESS STREET, BOSTON, MA 02210
- Signed the 990
- MICHAEL, FEDER
- Phone
- (617) 951-5000
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TO SUPPORT BEST-IN-CLASS PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES THAT IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES FOR UNDER-RESOURCED YOUTH.
Program accomplishments
- GRANTS TO CHARITABLE ORGANIZATIONS - IN 2024 THE FOUNDATION FUNDED 75 DOMESTIC ORGANIZATIONS AND 17 FOREIGN ORGANIZATIONS WITH GRANTS RANGING IN SIZE FROM $30,000 TO $1,090,000. WELLINGTON MANAGEMENT COMPANY LLP (WMC) PAYS THE OPERATING EXPENSES OF THE FOUNDATION AND PROVIDES OFFICE SPACE, INVESTMENT ADVISORY SERVICES AND ADMINISTRATIVE SUPPORT, VALUED AT $297,241 AT NO CHARGE TO THE FOUNDATION. DURING 2024, WMC PAID FOUNDATION EXPENSES THAT TOTALED $179,009.Expenses $7,132,840 · grants $6,980,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6700836
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $46,540,318
- Income (IRS master file)
- $60,711,136
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,829,758 | $7,364,686 | $46,540,318 | XML |
| 990 | December 2023 | $7,544,126 | $8,364,281 | $47,425,522 | XML |
| 990 | December 2022 | $5,586,457 | $13,103,637 | $46,877,204 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6700836).
Questions about WELLINGTON MANAGEMENT FOUNDATION
- What is the EIN of WELLINGTON MANAGEMENT FOUNDATION?
- The employer identification number (EIN) of WELLINGTON MANAGEMENT FOUNDATION is 04-6700836.
- Is WELLINGTON MANAGEMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to WELLINGTON MANAGEMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLINGTON MANAGEMENT FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WELLINGTON MANAGEMENT FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELLINGTON MANAGEMENT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WELLINGTON MANAGEMENT FOUNDATION?
- The 990 for the year ended December 31, 2024 names WELLINGTON TRUST COMPANY.
- Who are the officers and directors of WELLINGTON MANAGEMENT FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does WELLINGTON MANAGEMENT FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,829,758, expenses of $7,364,686 and total assets of $46,540,318 at year end.
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