Wellington Management Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 7,405,536 | 9,744,987 | −2,339,451 | 63.9 | 0% |
| 2021 | 15,149,104 | 12,840,554 | 2,308,550 | 52.1 | 0% |
| 2022 | 5,586,457 | 13,103,637 | −7,517,180 | 35.7 | 0% |
| 2023 | 7,544,126 | 8,364,281 | −820,155 | 58.2 | 0% |
In its most recent public year (2023), this organization spent $820,155 more than it brought in. Its reserves stood at about 58.2 months of spending, down from 63.9 in 2020. Staff pay was 0% of spending. $41,826 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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