Wellington Management Foundation
The Wellington Management Foundation is a Boston-based public charity established in 1992. It supports nonprofit organizations providing educational opportunities for youth in under-resourced communities, with a stated focus on North American and Asia-Pacific cities where Wellington has offices.
Wellington Management Foundation at a glance
In short: Wellington Management Foundation gave $4.9M across 75 grants in 2024 (avg $66K), mostly in Massachusetts. 4% of 2024 grantees were new. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $4,930,000
- -20.4% vs 2023
- Grants made (2024)
- 75
- -10.7% vs 2023
- Average grant
- $65,733
- -10.8% vs 2023
- Median grant
- $60,000
- Total assets
- $46,540,318
- -1.9% vs 2023
- New grantees (estimate)
- 4% first-time grantees (3 of 75, 2024)
- Primary geography
- Massachusetts (81% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Wellington Management Foundation
- Contact
Mailing address: 280 Congress Street, Boston, MA 02210
Phone: (617) 951-5000
Website: https://wellington.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
2 open opportunities from Wellington Management Foundation
Who Wellington Management Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Boston Debate league ($200K). Together the top 10 received $1.0M.
Grant Size Distribution
446 grants across all recorded years
The most common grant size was in the $50–100K range: 319 grants of 446 (72%).
Geographic Focus
Where this funder awards grants
The Foundation describes its work as serving under-resourced communities in North American and Asia-Pacific cities where Wellington has offices. In 2024, Massachusetts received 81% of itemized grant dollars, followed by Illinois (7%), New York (5%), California (4%), and Pennsylvania (1%).
Grant Distribution by State
Share of 2024 grant dollars across all 75 itemized grants.
Cities
Is Wellington Management Foundation open to new grantees?
4%
first-time grantees, 2024
In 2024, 3 of 75 grantees (4%) were first-time recipients. First grants averaged $60K; repeat grants $66K. How we count
Medians: $60K first-time, $60K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $4.9M (2024) to $10.3M (2022). In 2024 it made 75 grants totaling $4.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boston Debate league Boston, MA | See Part IV | $200,000 |
| City Year Inc Boston, MA | See Part IV | $200,000 |
| Bottom Line Boston, MA | See Part IV | $100,000 |
| Duet Inc Milton, MA | See Part IV | $100,000 |
| The Institute for Nonprofit practice Boston, MA | See Part IV | $100,000 |
| Council for Economic Education New York, NY | See Part IV | $90,000 |
| African Community Education Worcester, MA | See Part IV | $60,000 |
| AIM High for High School San Francisco, CA | See Part IV | $60,000 |
| Alexander Twilight Academy Jamaica Plain, MA | See Part IV | $60,000 |
| Alma Del Mar Charter Schools New BedfoROAD, MA | See Part IV | $60,000 |
Ready to take the next step with Wellington Management Foundation?
Financial History
Multi-year comparison from IRS filings
Wellington Management Company LLP pays the Foundation’s operating expenses and provides office space, investment advisory services, and administrative support. For 2024, the Foundation reported these services valued at $297,241 at no charge, and said the company paid Foundation expenses totaling $179,009.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $46,540,318 | $11,829,758 | $7,364,686 | $4,930,000 | 75 | $8,920,240 |
| 2023 | $47,425,522 | $7,544,126 | $8,364,281 | $6,190,000 | 84 | $3,119,133 |
| 2022 | $46,877,204 | $5,586,457 | $13,103,637 | $10,290,000 | 93 | $1,510,295 |
| 2021 | $61,260,814 | $15,149,104 | $12,840,554 | $10,075,000 | 97 | $5,747,657 |
| 2020 | $56,225,401 | $7,405,536 | $9,744,987 | $7,303,000 | 97 | $964,851 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Foundation’s mission is to support best-in-class programs and organizations that improve education and educational opportunities for under-resourced youth. It says it seeks programs with a clear, central educational focus and supports access to high-quality academic education. Its stated grantmaking areas include academic improvement, educational transitions, extended learning time, and career readiness.
Examples of supported organizations illustrate the range of work represented among grantees. Boston Debate League says its mission is to prepare young people for college, career, and engagement through debate-inspired learning. Bottom Line says it supports first-generation students from low-income backgrounds through college access and persistence. Duet says it helps college students earn degrees through support and coaching.
Grantmaking
In 2024, the Foundation reported $4.93 million in itemized grants across 75 grants. Those itemized awards ranged from $60,000 to $200,000, with a median of $60,000. Separately, the Foundation reported funding 75 domestic organizations and 17 foreign organizations in 2024, with grants ranging from $30,000 to $1.09 million.
Among the largest itemized 2024 grants were $200,000 each to Boston Debate League and City Year, and $100,000 each to Bottom Line, Duet, and the Institute for Nonprofit Practice. The Council for Economic Education received $90,000. Other listed recipients included African Community Education, AIM High for High School, Alexander Twilight Academy, Alma Del Mar Charter Schools, America SCORES Boston, and Apex for Youth, each receiving $60,000.
The Foundation’s website reports $5.825 million in total giving for 2025: $4.275 million in annual grants to 57 North American organizations, $660,000 in annual grants to 12 Asia-Pacific organizations, $500,000 in strategic partnership grants to four North American organizations, and $390,000 for seven North American and Asia-Pacific financial literacy programs.
The Foundation says Wellington partners and employee volunteers review grant applications and conduct site visits. Grant review committee members prepare qualitative and quantitative reports for the advisory board. The Foundation’s grant-program information states that it would not consider new organizations for Annual Grants in 2025 and advised interested nonprofits to check back in May 2026.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Wellington Trust Company NA as trustee. The Foundation says its advisory board includes a chair and vice chair, and that all advisory board members are current or former Wellington employees.
Wellington Management Foundation's only listed officer is Wellington Trust Company NA, Trustee on every filing since 2020 (uncompensated).
Officers on the 2024 filing
Wellington Trust Company NA
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Wellington Management Foundation
How much does Wellington Management Foundation give each year?
Wellington Management Foundation gave $4.9M across 75 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $6.2M across 84 grants.
What is Wellington Management Foundation's typical grant size?
Wellington Management Foundation's median grant in 2024 was $60,000, and its average grant was $65,733, across 75 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Wellington Management Foundation that year got $60K on average.
Where does Wellington Management Foundation give grants?
Wellington Management Foundation gives mostly in Massachusetts: 81% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest states were Illinois (7%) and New York (5%). The most frequent recipient cities were Boston, MA (19 grants), Dorchester, MA (7 grants), Chicago, IL (6 grants) and Cambridge, MA (5 grants).
Does Wellington Management Foundation give general operating support?
Not in 2024: none of the 75 grants with a stated purpose on Wellington Management Foundation's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "See Part IV" (75 grants).
Who are Wellington Management Foundation's largest grantees?
Wellington Management Foundation's largest 2024 grantees include Boston Debate league ($200,000), City Year Inc ($200,000) and Bottom Line ($100,000), according to its 2024 IRS Form 990. Together they received 10% of its itemized 2024 grant dollars.
How large is Wellington Management Foundation?
Wellington Management Foundation reported $46.5M in total assets on its 2024 IRS Form 990. Its revenue that year was $11.8M.
What does Wellington Management Foundation fund?
The Foundation’s mission is to support best-in-class programs and organizations that improve education and educational opportunities for under-resourced youth. It says it seeks programs with a clear, central educational focus and supports access to high-quality academic education. See mission & focus areas ↑
How do I apply for a grant from Wellington Management Foundation?
Wellington Management Foundation has no public application process in the sources Grantable reviewed. Check wellington.com for current guidelines, or contact the foundation directly before submitting a request.
What is Wellington Management Foundation's EIN?
Wellington Management Foundation's EIN (Employer Identification Number) is 04-6700836. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Wellington Management Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Wellington Management Foundation funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/wellington-management-foundation-morg_13ffeb7153154b8e85054f9751666148
BibTeX
@misc{grantable_046700836_2026,
author = {{Grantable}},
title = {{Wellington Management Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/wellington-management-foundation-morg_13ffeb7153154b8e85054f9751666148},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Wellington Management Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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