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Nonprofiteer
← WELLINGTON MANAGEMENT FOUNDATION

Form 990 for tax year 2022

Filed by WELLINGTON MANAGEMENT FOUNDATION.

Totals

Total revenue
$5,586,457
Total expenses
$13,103,637
Contributions and grants received
$4,076,162
Grants paid
$12,695,000
Program service revenue
$0
Investment income
$1,510,295
Other revenue
$0
Total assets, end of year
$46,877,204
Total liabilities, end of year
$7,887,932
Net assets or fund balances, end of year
$38,989,272
Program services expenses (Part IX)
$12,861,920
Management and general expenses
$179,540
Fundraising expenses
$62,177
Program service expenses (Part III)
$12,861,920

Program services were 98.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WELLINGTON TRUST COMPANY NA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • WELLINGTON MANAGEMENT GRP LLP

    N/A · INVESTMENT MANAGEMENT · MA

    Directly controlled by NA

  • WELLINGTON GROUP HOLDINGS LLP

    N/A · HOLDING COMPANY · MA

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313199349308696

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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