Public Charity

WELLINGTON MANAGEMENT FOUNDATION

WELLINGTON MANAGEMENT FOUNDATION is a nonprofit organization 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 31 reported grant relationships connected to this organization totaling approximately $3.4M.

EIN: 046700836 BOSTON, MA Latest filing: 2024
Total Revenue$11.8M
Total Expenses$7.4M
Total Assets$46.5M
Grant Records31
Funding Total$3.4M
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

FOR RECIPIENT'S EXEMPT PURPOSE
$1,158,750 3 grants
For grant recipient's exempt purposes
$1,070,700 9 grants
PUBLIC, SOCIETAL BENEFIT
$454,750 8 grants
ENVIRONMENT, ANIMALS
$215,000 1 grant
GENERAL SUPPORT
$170,150 2 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.

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