Grant Funder Grant Recipient
Organizations Wellington Management Foundation

Wellington Management Foundation

SEE SCHEDULE O

Source: IRS Form 990
Public Charity 501(c)(3) NTEE T70Z
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Organization Overview

280 CONGRESS STREET
BOSTON, MA 02210
EIN
04-6700836
Earliest Filing
2017
Organization Type
Public Charity
Deductibility Status
Contributions are tax-deductible

Grants Given by Year

$12.4M$6.2M$0
$5M
$6.6M
$6M
$9.3M
$12.4M
$8M
$7M
2017201820192020202120232024

Grants Received by Year

This organization also receives grants. See Funding Received below for details.

$1.2M$589K$0
$226K
$148K
$242K
$211K
$1.2M
$446K
201720182019202020212022
Total Grants Given
$54.4M
All Years
Filings on File
7
Tax Years
NTEE Category
T70Z
Federated Giving Programs

IRS Classification Codes

NTEE Code
T70Z
Federated Giving Programs

The National Taxonomy of Exempt Entities (NTEE) code is a four digit code used to classify an exempt IRC 501(c)(3) organization.

Subsection Code
03
Private operating foundation (other)

Subsection Codes are the codes shown under section 501(c) of the Internal Revenue Code of 1986 which define the category under which an organization may be exempt.

Asset Code
8
10,000,000 - 49,999,999

Asset Codes relate to the amount of assets shown on the most recent Form 990 series return filed by the organization.

Affiliation Code
3
Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).

Affiliation Code defines the organizational grouping.

Deductibility Code
1
Contributions are deductible.

Deductibility Code signifies whether contributions made to an organization are deductible.

Supplemental Information (2024)

TO IMPROVE THE EDUCATION AND EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED YOUTH.

Source: IRS Form 990 Schedule I supplemental information.

Funding Received

Verified from IRS Form 990 Schedule I filings by this organization's funders - 36 grants from 13 funders, 2017-2022.

Funder Year Amount Purpose
FIDELITY INVESTMENTS CHARITABLE GIFT FUND 2022 $162K For grant recipient's exempt purposes
Vanguard Charitable Endowment Program 2022 $157K For recipient's exempt purpose
SCHWAB CHARITABLE FUND 2022 $70K PUBLIC, SOCIETAL BENEFIT
DORAN FAMILY FOUNDATION 2022 $25K GENERAL OPERATING PURPOSE
The Rands Foundation 2022 $25K General Operating Support
Boston Foundation Inc 2022 $8K Operating Support/Annual Fund
THE BANK OF AMERICA CHARITABLE 2022 $250 PROGRAM/OPERATING SUPPORT
Vanguard Charitable Endowment Program 2021 $765K FOR RECIPIENT'S EXEMPT PURPOSE
THE ONCE HERE FOUNDATION 2021 $125K CHARITABLE
THE OWENS FAMILY FOUNDATION 2021 $100K UNRESTRICTED CONTRIBUTION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND 2021 $44K For grant recipient's exempt purposes
SCHWAB CHARITABLE FUND 2021 $29K PUBLIC, SOCIETAL BENEFIT
PANNELL FAMILY FOUNDATION 2021 $25K CHARITABLE
The Rands Foundation 2021 $25K General Operating Support
DORAN FAMILY FOUNDATION 2021 $25K GENERAL OPERATING PURPOSE
MOVE THE WORLD FOUNDATION 2021 $22K CHARITABLE
DORAN FAMILY FOUNDATION 2021 $10K GENERAL OPERATING PURPOSE
TRAQUINA FAMILY FOUNDATION 2021 $10K PROGRAM SUPPORT
THE OWENS FAMILY FOUNDATION 2020 $125K UNRESTRICTED CONTRIBUTION
GALLO FAMILY FOUNDATION 2020 $25K CHARITABLE.
The Rands Foundation 2020 $25K General Operating Support
MOVE THE WORLD FOUNDATION 2020 $25K CHARITABLE
FIDELITY INVESTMENTS CHARITABLE GIFT FUND 2020 $11K For grant recipient's exempt purposes
FIDELITY INVESTMENTS CHARITABLE GIFT FUND 2019 $123K For grant recipient's exempt purposes
SCHWAB CHARITABLE FUND 2019 $94K PUBLIC, SOCIETAL BENEFIT
THE OWENS FAMILY FOUNDATION 2019 $25K UNRESTRICTED CONTRIBUTION
THE OWENS FAMILY FOUNDATION 2018 $50K UNRESTRICTED CONTRIBUTION
SCHWAB CHARITABLE FUND 2018 $45K SOCIAL SERVICES/SOCIAL BENEFITS
MOVE THE WORLD FOUNDATION 2018 $25K CHARITABLE
FIDELITY INVESTMENTS CHARITABLE GIFT FUND 2018 $18K FOR GRANT RECIPIENT'S EXEMPT PURPOSES
Boston Foundation Inc 2018 $10K Operating Support
THE OWENS FAMILY FOUNDATION 2017 $100K UNRESTRICTED CONTRIBUTION
DORAN FAMILY FOUNDATION 2017 $50K UNRESTRICTED GRANT
SCHWAB CHARITABLE FUND 2017 $40K Social Services/Social Benefits
MOVE THE WORLD FOUNDATION 2017 $25K CHARITABLE
FIDELITY INVESTMENTS CHARITABLE GIFT FUND 2017 $12K For grant recipient's exempt purposes
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