Program areas at Wellington Management Foundation
Grants to charitable organizations - in 2022 the Foundation funded 92 domestic organizations and 16 foreign organizations with grants ranging in size from $10,000 to $1,425,000. Wellington Management company llp (wmc) pays the operating expenses of the Foundation and provides office space, investment advisory services and administrative support, valued at $270,712, at no charge to the Foundation. During 2022, wmc paid Foundation expenses that totaled $129,543.
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 |
| Kazuya Yuasa | Head of Client Group | 2021-12-22 |
| Alyssa Irving | Fixed Income Portfolio Manager | 2024-10-01 |
| ...and 5 more key personnel |
Financials for Wellington Management Foundation
| Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
|---|
| Total grants, contributions, etc. | $4,076,162 | $9,431,902 | -56.8% |
| Program services | $0 | $0 | - |
| Investment income and dividends | $894,009 | $887,895 | 0.7% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $616,286 | $4,859,762 | -87.3% |
| Net income from fundraising events | $0 | $-30,455 | -100% |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $5,586,457 | $15,149,104 | -63.1% |
Organizations like Wellington Management Foundation
| Organization | Type | Location | Revenue |
|---|
| Valero Energy Foundation | 501(c)(3) | San Antonio, TX | $10,302,504 |
| Dr Gertrude A Barber Foundation | 501(c)(3) | Erie, PA | $6,781,003 |
| Points of Light Foundation | 501(c)(3) | Atlanta, GA | $27,065,745 |
| Sma Healthcare Foundation | 501(c)(3) | Daytona Beach, FL | $1,691,998 |
| The Hadassah Foundation | 501(c)(3) | New York, NY | $2,072,836 |
| GVNGorg | 501(c)(3) | Beverly Hills, CA | $1,597,944 |
| Charidy Global Foundation | 501(c)(3) | Brooklyn, NY | $2,038,694 |
| Ulif Ulf Uli Foundation (ULIF) | 501(c)(3) | Washington, DC | $14,443,685 |
| Housewares Charity Foundation | 501(c)(3) | Rosemont, IL | $2,026,453 |
| American Friends of the Royal Foundation of the Prince and Princess of Wales | 501(c)(3) | Newton, MA | $8,155,424 |
Data update history
October 1, 2024
Updated personnel
Identified 3 new personnel
January 9, 2024
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Grantmaking organizationsCharities
Issues
No issues found
Characteristics
Provides grantsOperates 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 - Awaiting Reporting
- FTB status revoked
- Not revoked
- AG Registration Number
- CT0220680
- FTB Entity ID
- None yet
- AB 488 data last updated ("as-of") date
- 2024-10-16
Free account sign-up
Want updates when Wellington Management Foundation has new information, or want to find more organizations like Wellington Management Foundation?
Create free Cause IQ account