Public Charity

WELLINGTON MANAGEMENT FOUNDATION

WELLINGTON MANAGEMENT FOUNDATION is a private foundation categorized as Public Charity based in BOSTON, MA. Its most recent IRS filing (2024) reports revenue of $11.8M, expenses of $7.4M, total assets of $46.5M. Imperigo tracks 549 reported grants from this foundation totaling approximately $43.8M.

EIN: 046700836 BOSTON, MA Federated Giving Programs NTEE: T70 Latest filing: 2024
Total Revenue$11.8M
Total Expenses$7.4M
Total Assets$46.5M
Grants Given549
Grant Total$43.8M
Filing Years2019–2024

Mission

TO SUPPORT BEST-IN-CLASS PROGRAMS AND ORGANIZATIONS IN OUR COMMUNITIES THAT IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES FOR UNDER-RESOURCED YOUTH.

Officers & Directors

TRUSTEE Wellington Trust Company Na

Officer compensation and complete director data available with membership.

Top Grant Purposes

SEE PART IV
$29,311,500 357 grants
See Part IV
$14,316,500 189 grants
SEE PART iV
$150,000 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $11.8M $7.4M $46.5M
2023 $7.5M $8.4M $47.4M
2022 $5.6M $13.1M $46.9M
2020 $7.4M $9.7M $56.2M
2019 $11.5M $6.4M $56.3M

Between 2019 and 2024, reported annual revenue grew from $11.5M to $11.8M (+3%), with total assets most recently reported at $46.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, DC, DE, IL, MA, NJ, and 2 other states.

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Full geographic grant map with state-by-state breakdown available with membership.

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