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IMPORTANT INFORMATION

You are about to enter a website for professional/institutional investors and the information contained herein is not suitable for retail investors. Private/retail investors should not proceed any further.

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  • TERMS OF USE

    Your access to and use of the web sites (“Services”) of Wellington Management are conditioned on your acceptance of and compliance with these Terms of Use (“Terms”). By accessing or using the Services, you agree to be bound by these Terms. If you are accepting these Terms and using the Services on behalf of a company, organization, government, or other legal entity, you represent and warrant that you are authorized to do so. You may use the Services only in compliance with these Terms and all applicable local, state, national, and international laws, rules, and regulations.

    Ownership
    All materials on this web site are owned or licensed by Wellington Management and/or its third-party providers and are protected by US and international intellectual property laws.  Unless otherwise indicated, all service marks, trademarks, and logos appearing on this web site are the exclusive property of Wellington Management. The information, materials, and other content of this web site may not be copied, displayed, distributed, downloaded, licensed, modified, published, reposted, reproduced, reused, sold, transmitted, used to create a derivative work, or otherwise used for public or commercial purposes without the express written consent of Wellington Management.

    Products and services
    The information, materials, products, and services on this web site are current at the time of writing and are subject to change. Not all products and services are available in all geographic areas. Your eligibility for particular products or services is subject to determination by and the approval of Wellington Management. No solicitation is made by Wellington Management to any person to use any information, materials, products, or services in any jurisdiction where the provision of such information, materials, products, and services is prohibited by law.

    The information on this web site or in any communication containing a link to this web site is not intended to constitute investment advice or an offer to sell, or the solicitation of an offer to purchase shares or other securities.

    Investment products and services are available through Wellington Management. Investment products and services are not FDIC-insured, are not deposits or obligations of, or guaranteed by, any bank, and involve investment risks, including the possible loss of the principal amount invested. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or invest in a fund.

    International use
    Wellington Management makes no warranties that materials on this web site are appropriate for use in countries other than the US. Because the web site may be accessed internationally, you agree to comply with all local laws, rules, and regulations including, without limitation, all laws, rules and regulations in effect in the country in which you reside and the country from which you access the web site. The information on this web site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Wellington Management or its affiliates to any registration requirement within such jurisdiction or country.

    No warranty
    Wellington Management does not warrant the accuracy, adequacy, completeness, or timeliness of the information, materials, products, and services on this web site or the error-free use of this web site. All information, materials, products, and services are “as is” and “as available.” No warranty of any kind, express or implied, including but not limited to the warranties of non-infringement of third-party rights, title, merchantability, fitness for a particular purpose, and freedom from computer virus is given in conjunction with the information, materials, products, and services. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. Wellington Management does not warrant that the web site will meet your needs. You agree to assume the entire risk as to your use of the web site.

    Limitation of liability
    In no event shall Wellington Management be liable for any damages, losses, or liabilities including without limitation, direct or indirect, special incidental, consequential damages, losses, or liabilities, in connection with your use of this web site or your reliance on or use or inability to use the information, materials, products, and services on this web site, or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus, or line or system failure, even if Wellington Management is advised of the possibility of such damages, losses, or expenses.

    YOU UNDERSTAND AND AGREE THAT YOUR USE OF THIS WEB SITE IS PREDICATED UPON YOUR WAIVER OF ANY RIGHT TO SUE WELLINGTON MANAGEMENT OR ITS AFFILIATES DIRECTLY OR TO PARTICIPATE IN A SUIT FOR ANY LOSSES OR DAMAGES RESULTING FROM YOUR USE OF THIS WEB SITE.

    Indemnification
    As a condition of your use of the Services, you agree to indemnify and hold Wellington Management, its affiliates, and its and their respective partners, directors, employees, and agents harmless from and against any and all claims, losses, liability, costs, and expenses (including but not limited to attorneys’ fees) arising from your use of the web site or from your violation of these Terms.

    Hyperlinks
    Your use of the hyperlinks on this web site to other Internet web sites is at your own risk. Wellington Management is not responsible for the content or accuracy of third-party web sites hyperlinked from this web site, nor does it guarantee the products or services offered on third-party web sites. You should review the privacy statements of a web site before you provide any personal or confidential information.

    Web site security and restrictions on use
    As a condition to your use of Services, you agree that you will not, and you will not take any action intended to:  (i) access data that is not intended for you; (ii) invade the privacy of, obtain the identity of, or obtain any personal information about any other user of this web site; (iii) probe, scan, or test the vulnerability of this web site or Wellington Management’s network or breach security or authentication measures without proper authorization; (iv) attempt to interfere with service to any user, host, or network or otherwise attempt to disrupt our business; or (v) send unsolicited mail, including promotions and/or advertising of products and services. Unauthorized use of the web site or Services, including but not limited to unauthorized entry into Wellington Management’s systems, misuse of passwords, or misuse of any information posted to a web site, is strictly prohibited. Portions of the web site are designated for password access only as indicated by a lock icon. In these instances, if you do not have an authorized password, no access is permitted.

    Confidentiality and password security
    Certain parts of this web site may be protected by passwords or require a login. You are responsible for maintaining the confidentiality of any user names, passwords, security questions, and answers. All information available through the privileged area of the site is confidential and proprietary to us. This includes all investment information and results, offering materials, financial statements, and other information provided through this part of the site.

    You will use your best efforts to keep all this information strictly confidential. You will not disclose any of this information to any person or use it for any purpose other than those strictly permitted by us, in writing.

    Severability
    If any provision of these Terms is deemed unlawful, void, or for any reason unenforceable, then that provision will be reformed only to the extent necessary to make it enforceable, and it will be deemed severable from these Terms and will not affect the validity and enforceability of the remaining provisions.

    Applicable law
    These Terms and any action related thereto are governed by Massachusetts law and applicable US federal law. Any dispute relating to the above shall be resolved solely in the state or federal courts located in Massachusetts.

    Privacy statement
    Wellington Management respects the privacy of its clients and the confidentiality of information pertaining to its clients.

    Information we collect
    We may collect non-public personal information about you on RFPs, questionnaires, and other forms we receive from you, as well as from personal contacts such as correspondence, e-mail, telephone calls, or meetings. We may also receive information about you from third parties, such as your accountants, lawyers, financial consultants, and/or other service providers.

    It also is possible to receive information from web browsers and apps regarding certain of your online activities using cookies, or other common tracking technologies.  Some web browsers and other applications may provide a Do Not Track (DNT) preference setting.  When a user turns on a tracking preference, the browser or application may send a message to web sites requesting that they do or do not track the user. At this time, we take no actions in response to any DNT settings or messages.

    Information sharing
    Wellington Management seeks to provide seamless service to all clients. To facilitate that process, information regarding client accounts is shared broadly between affiliates within the Wellington Management group of companies. For example, an affiliate may share information with other affiliates in order to facilitate portfolio management or provide client liaison services to a particular client. Client information may be used by Wellington Management in order to identify potential client needs for additional investment management services.

    Wellington Management generally does not share non-public client information with unaffiliated third parties, except as necessary to perform the investment management services it has been hired to provide. For example, Wellington Management may share non-public client information with brokers and custodian banks in order to buy and sell securities and record those purchases and sales accurately. As a general rule, Wellington Management does not engage in joint marketing arrangements with unaffiliated third parties that involve the sharing of non-public information regarding Wellington Management’s clients. Wellington Management does not provide client information to unaffiliated third parties for their own marketing purposes.

    Wellington Management does not disclose your information except as required or permitted by law. In the event that Wellington Management is involved in a merger, acquisition, reorganization or sale of assets, or bankruptcy, your information may be transferred or sold as part of that transaction.

    Security policies
    We use technical, administrative, and procedural measures in an attempt to safeguard your personal and other information from unauthorized access or use. No such measure is ever 100% effective though, so we do not guarantee that your personal and other information will be secure from theft, loss, or unauthorized access or use, and we make no representation as to the reasonableness, efficacy, or appropriateness of the measures we use to safeguard such information. Users are responsible for maintaining the secrecy of their own passwords. If you have reason to believe that your interaction with us is no longer secure (for example, if you feel that the security of any account you might have with us has been compromised), please immediately notify us by contacting your relationship team member.

    Transfer of data to other countries
    Any information you provide to Wellington Management through use of the Site may be stored and processed, transferred between, and accessed from the US and other countries which may not guarantee the same level of protection of personal information as the one in which you reside. However, Wellington Management will handle your personal information in accordance with this Privacy Statement regardless of where your personal information is stored/accessed.

    Changes to Terms of use

    We may revise these Terms from time to time; the most current version will always be at https://www.wellington.com/terms-use. By continuing to access or use the Services after those revisions become effective, you agree to be bound by the revised Terms.

    Effective as of  17 January 2014

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Community engagement

At Wellington Management, we believe in actively investing in the communities in which we live and work.

Investing in our communities

We seek to actively support the communities in which we live and work. The following are just some of the ways we engage:

  • The Wellington Management Foundation and the Wellington Management UK Foundation support programs and organizations that improve educational opportunities for economically disadvantaged youth.
  • Our Annual Appeal provides employees with a convenient and meaningful way to donate to global and regional nonprofit and non-governmental organizations.
  • The Matching Gift Program matches employee donations to registered nonprofit organizations.
  • The Volunteer Program allows each of our employees to give two business days a year to volunteer at nonprofit organizations.
Wellington Management Foundation logo

Our foundations

The Wellington Management Foundation was founded in 1992 as the Wellington Management Company Charitable Fund. Since its inception, the US Foundation has shared our culture and values. It relies on Wellington Management employees who volunteer their time and talent through service on the Foundation's Advisory Board, Nonprofit Relationship teams, and the Grant Recommendation Committee. Through the combined generosity of the firm and these individuals, the Foundation is able to direct 100% of donations to organizations that meet its educational mission.

The Wellington Management UK Foundation was established in 2016 to continue in this tradition, making grants to organizations in the UK and Europe. For details specific to their mission and guidelines, please click here.

close up of written letter

OUR MISSION

The mission of the US Foundation is to support best-in-class programs and organizations in our communities that improve education and educational opportunities for underserved youth.

Click here for the Foundation’s Annual Report.

Featured video: Inspiring individuals supported by organizations assisted by our foundation tell their stories.

  • Grantmaking focus

    Our US Foundation funds programs that provide economically disadvantaged youth in our communities with access to high-quality academic education. We believe a strong academic foundation can provide a clear and positive path for the lives of young people. Accordingly, the US Foundation primarily aims to select organizations and programs that support:

    Academic improvement

    • educational tutoring and mentoring
    • study skills programs
    • technology-based initiatives

    Educational transitions

    • school readiness programs
    • high school access and success programs
    • college access and success programs

    Extended learning time

    • out-of-school-time programs
    • schools that operate extended hours
    • programs that operate within school to enhance curriculum

    Career readiness

    • career and technical training models for linked learning
    • workforce development programs

    Whom do we fund?
    We recognize that economic privilege greatly increases educational opportunities. Therefore, we fund organizations that provide underserved youth in our communities with educational experiences that will enhance their chances for future success.

    • Eligible organizations must be within the greater metropolitan area of one of our offices, and approximately 70% of participants must be economically disadvantaged and under the age of 26.
    • We fund organizations of various sizes. We are interested in supporting organizations where our grants have a meaningful impact on youth, as well as the organization itself.
    • We fund newer as well as more established organizations. We prefer to fund organizations that can demonstrate the strength of their management and that have a measurable track record of success.
    • We fund religiously affiliated organizations that are inclusive of all participants regardless of religious background and beliefs.
    • Organizations that provide only educational materials and scholarship programs are not eligible for funding.
  • Catalyst gifts

    In August 2015, the US Foundation's Advisory Board announced the launch of a new Catalyst Giving Initiative intended to support organizations already familiar to the Foundation that are showing meaningful and sustainable academic outcomes move forward in a significant way toward their strategic vision.

    The Initiative's goals are to:

    • Advance educational opportunities for disadvantaged youth
    • Provide leadership support of nonprofits' strategic plans and institutional priorities
    • Seek innovative and creative solutions to address education needs in the community

    Since the initiative launched, the Foundation has awarded 17 major gifts totaling over USD 4.7 million to organizations in eastern Massachusetts, Chicago, Philadelphia, and San Francisco. These one-time gifts ranged from USD 200,000 to USD 500,000 and were awarded to:

    2015

    • BUILD Boston
    • Boston Debate League
    • City Year Boston
    • Match Beyond
    • Nativity Preparatory School
    • Steppingstone Scholars (Philadelphia)

    2016

    • 826 Boston
    • Boston After School & Beyond
    • EdVestors
    • Sue Duncan Children's Center (Chicago)
    • UTEC, Lowell
    • Year Up (Boston)

    2017

    • 10,000 Degrees (San Francisco)
    • Bottom Line
    • Breakthrough Greater Boston
    • Epiphany School
    • Generation Citizen

    The Foundation does not accept unsolicited proposals or requests for Catalyst Gifts — please see below for how to apply for our Annual Grant Program.

  • Annual grants

    In 2017/2018 the US Foundation awarded a record USD 3 million to 72 nonprofit organizations in the communities of eastern Massachusetts, greater Philadelphia, Chicago, San Francisco, Tokyo, Hong Kong, Singapore, and Sydney. Grants ranged from USD 15,000 to USD 100,000. Grants to organizations in the UK and Europe were made through the firm’s UK Foundation.

    Each of these organizations fulfills a vital role in its community, improving education and educational opportunities for economically disadvantaged youth. See below for a list of this year’s annual grantees, or view our annual report.

    Eastern Massachusetts
    Early Childhood

    • 1647
    • First Teacher
    • Friends of the Children
    • Generations Inc
    • Horizons for Homeless Children
    • Nurtury
    • Parent-Child Home Program
    • Smart from the Start

    Charter Schools

    • Atlantis Charter School (Fall River)
    • Boston Collegiate
    • Boston Preparatory
    • Bridge Boston Charter School
    • Codman Academy
    • Excel Charter School
    • UP Academies

    Independent Schools

    • Beacon Academy
    • Bellesini Academy (Lawrence)
    • Epiphany School
    • Esperanza Academy (Lawrence)
    • Nativity School of Worcester

    Enrichment

    • 826 Boston
    • Boston Debate League
    • Community Boat Building
    • Discovering Justice
    • Generation Citizen
    • VSA Massachusetts
    • Write Boston

    After School Sports and Arts Hook

    • Boston Scores
    • Hyde Square Task Force
    • Mass Art
    • RAW Art Works (Lynn)
    • Soccer Without Borders
    • Sociedad Latina
    • Sportsman's Tennis

    After School and Summer

    • Boston After School and Beyond
    • Brookview House
    • EV Kids
    • Horizons at Dedham Country Day
    • St. Stephen's Youth Programs

    Career Readiness

    • BUILD
    • Artist for Humanity
    • Benjamin Franklin Institute
    • College for Social Innovation
    • Invest in Girls
    • Match Beyond
    • Resilient Coders

    College Access and Success

    • Breakthrough Greater Boston
    • Jeremiah Endicott
    • LaVida (Lynn)
    • Leap for Education (Salem)
    • Let's Get Ready
    • Minds Matter
    • Noonan Scholars
    • One Goal
    • Steppingstone Academy

    Chicago

    • Tutoring Chicago
    • Chicago Jesuit
    • Sue Duncan's Children Center

    Radnor

    • Breakthrough of Greater Philadelphia
    • Horizons at Episcopal Academy
    • Steppingstone Scholars
    • Teen Sharp

    San Francisco

    • 10,000 Degrees
    • Aim High
    • First Graduate

    Asia/Pacific

    • Aboriginal Literacy Foundation (Sydney)
    • Aidha (Singapore)
    • Child at Street 11 (Singapore)
    • Katariba (Tokyo)
    • Kids Door (Tokyo)
    • Multi Cultural Center (Tokyo)
    • Principal Chan (Hong Kong)
  • Strategic partnerships

    The US Foundation has established a third tier of grant making that will allow for the cultivation of relationships with non-profit organizations on partnerships that are:

    • Long –term and far-reaching
    • Multi-faceted with multiple touch points
    • Targeting systemic impact
    • Mutually beneficial

    In the 2017, the US Foundation extended its five-year relationship with City Year under this rubric, by continuing our sponsorship of the McKay School in Boston. This partnership provides a multitude of community engagement, volunteer, and mentoring opportunities for dozens of employees of the firm under the auspices of our Wellington Young Professionals business network.

    Two additional projects are in development for 2018 that will address the US Foundation’s interest in early, “venture” philanthropy and in supporting programs that have the potential to diversify the talent pipeline in the financial services industry. More information will be published at a later date.

    The Foundation does not accept unsolicited proposals for our Strategic Partnerships.

  • Application process

    The US-based Wellington Management Foundation gives Annual Grants to programs that improve the educational opportunities of economically disadvantaged youth in the communities of eastern Massachusetts, greater Philadelphia, Chicago, San Francisco Bay area, Tokyo, Hong Kong, Singapore and Sydney. The Grant Recommendation Committee (GRC), which engages employee volunteers to conduct a review of each new applicant and long term grantee we fund, begins each year in June and grants are made each December.

    The Foundation does not accept unsolicited proposals for our Catalyst Gifts or Strategic Partnerships.

    The US Foundation does accept a limited number of new applications for Annual Grants each year and has recently implemented a grant making strategy that allows us to keep the pipeline open to fund new organizations and support new initiatives that seek to close the opportunity and achievement gaps in the education of low income youth. This plan sets an expectation for long-term support to organizations and provides more transparency to aid organizations in their planning for fundraising and outreach.

    New applicants for Annual Grants will only be considered for participation in the US Foundation’s grant review process if they have submitted a letter of inquiry (LOI). Organizations that have submitted a LOI will be prescreened by the GMA Foundations, and those that best meet the Foundation’s mission and guidelines will be invited to fill out a complete grant application in July and be reviewed as part of the Foundation’s GRC process in September and October. Grants decisions are made and communicated in mid-December and funds are transferred at the end of January.

    Grants to new organizations will be awarded with a three-year expectation for grant making, with funding in year one, set at US$25,000, and in years two and three at US$50,000, pending successful annual check-ins. After year three, new organizations will be put through a critical review to determine continued funding, contingent on achievement of mutually agreed upon objectives, goals, and outcomes. Those that are successful can anticipate an additional seven years of funding (10 years total) set at US$50,000 per year, pending successful annual check-ins. After 10 years, organizations must take a meaningful pause before reapplying. Funding decisions are independent of all other Wellington relationships, including private donations, Board placements, volunteer engagement, etc.

    Please click here to be taken to the LOI online form. All forms must be received electronically by June 1 for consideration. Please contact Phil Cappello at GMA Foundations for more information: pcappello@gmafoundations.com or (617) 399-1852.

The US Wellington Management Foundation is a Section 501(c)(3) public charity and is not open to investors.

General inquiries

For general inquiries, please contact Karen Pfefferle, Art Curator and Manager of Philanthropy, at  klpfefferle@wellington.com or (617) 790-7454.

For inquiries regarding grant applications please use the contact information provided in the “Application process” section above.

For general inquiries in the EMEA region, please contact the UK Foundation at wmukf@wellington.com or +44 20 7126 6700. Learn more about our UK Foundation.