Program areas at Wellington Management Foundation
Grants to charitable organizations - in 2023 the Foundation funded 84 domestic organizations and 16 foreign organizations with grants ranging in size from $30,000 to $1,026,000. Wellington Management company llp (wmc) pays the operating expenses of the Foundation and provides office space, investment advisory services and administrative support, valued at $309,116, at no charge to the Foundation. During 2023, wmc paid Foundation expenses that totaled $59,165.
Grants made by Wellington Management Foundation
Who funds Wellington Management Foundation
Grants from foundations and other nonprofits
Personnel at Wellington Management Foundation
| Name | Title | Date of data |
|---|
| Michael J Feder | Officer of Trustee | 2022-11-14 |
| Cindy Marrs | Director , Global Financial Intermediaries Group | 2024-10-01 |
| Jeno Szabo | Director , Client Group | 2024-10-01 |
| Alyssa Irving | Fixed Income Portfolio Manager | 2024-10-01 |
| Frank Catrickes | Equity Portfolio Manager | 2024-10-01 |
| ...and 4 more key personnel |
Financials for Wellington Management Foundation
| Revenues | FYE 12/2023 | FYE 12/2022 | % Change |
|---|
| Total grants, contributions, etc. | $4,178,244 | $4,076,162 | 2.5% |
| Program services | $0 | $0 | - |
| Investment income and dividends | $1,082,170 | $894,009 | 21% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $2,036,963 | $616,286 | 230.5% |
| Net income from fundraising events | $246,749 | $0 | 999% |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $7,544,126 | $5,586,457 | 35% |
Organizations like Wellington Management Foundation
| Organization | Type | Location | Revenue |
|---|
| Dr Gertrude A Barber Foundation | 501(c)(3) | Erie, PA | $6,781,003 |
| Valero Energy Foundation | 501(c)(3) | San Antonio, TX | $10,302,504 |
| Red Tab Foundation | 501(c)(3) | San Francisco, CA | $3,089,667 |
| CAMC Foundation | 501(c)(3) | Charleston, WV | $13,317,608 |
| Charidy Global Foundation | 501(c)(3) | Brooklyn, NY | $3,361,086 |
| Hays Medical Center Foundation | 501(c)(3) | Hays, KS | $3,684,748 |
| Honorhealth Foundation | 501(c)(3) | Scottsdale, AZ | $29,662,835 |
| Points of Light Foundation | 501(c)(3) | Atlanta, GA | $27,065,745 |
| Our Lady of the Lake Foundation | 501(c)(3) | Baton Rouge, LA | $8,034,311 |
| Shawn Carter Scholarship Fund | 501(c)(3) | New York, NY | $11,009,237 |
Data update history
October 1, 2024
Updated personnel
Identified 3 new personnel
January 9, 2024
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Grantmaking organizationsCorporate foundationsCharities
Issues
No issues found
Characteristics
Provides grantsFundraising eventsOperates internationallyNational levelCommunity engagement / volunteeringGala fundraisersTax deductible donationsNo full-time employeesAccepts online donations
General information
- Address
- 280 Congress St
- Boston, MA 02210
- Metro area
- Boston-Cambridge-Newton, MA-NH
- County
- Suffolk County, MA
- Website URL
- wellington.com/en/Â
- Phone
- (617) 951-5000
- Facebook page
- WellingtonmgtÂ
- Twitter profile
- @wellingtonmgtÂ
IRS details
- EIN
- 04-6700836
- Fiscal year end
- December
- Taxreturn type
- Form 990
- Year formed
- 1992
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
- NAICS code, primary
- 813211: Grantmaking Foundations
- Parent/child status
- Independent
California AB-488 details
- AB 488 status
- May Operate or Solicit for Charitable Purposes
- Charity Registration status
- Current
- FTB status revoked
- Not revoked
- AG Registration Number
- CT0220680
- FTB Entity ID
- None yet
- AB 488 data last updated ("as-of") date
- 2025-03-05
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