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Annual Grant

Grants to USA and International Nonprofits in Eligible
Communities to Enhance Education for Disadvantaged Youth

Agency Type:

Foundation / Corporation

Funding Source:

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Wellington Management Foundation - US Foundation

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Grants to California, Illinois, Massachusetts, Pennsylvania, Australia, Japan, Singapore, and Hong Kong organizations to enhance educational opportunities for economically disadvantaged children and youth in eligible communities. Focus areas include academic improvement, educational transitions, extended learning time, and career readiness.

The US-based Wellington Management Foundation gives Annual Grants to programs that improve the educational opportunities for youth in traditionally underserved and economically challenged communities in eastern Massachusetts, greater Philadelphia, Chicago, San Francisco Bay area, Tokyo, Hong Kong, Singapore, and Sydney.

The US Foundation funds programs that provide youth from traditionally under-resourced communities with access to high-quality academic programs and educational opportunities. The Foundation believes 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 transitions, extended learning time, and career readiness.

GrantWatch ID#:

GrantWatch ID#: 170584

Estimated Size of Grant:

Annual Grants are fixed at $25,000 for new organizations and $50,000 for returning grantees.

Term of Contract:

Grants to new organizations will be awarded with a three-year expectation for grant making, 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), pending successful annual check-ins. After 10 years, organizations must take a meaningful pause before reapplying.

Additional Eligibility Criteria:

Eligible organizations must be within the greater metropolitan area of one of the US or Asia/Pacific offices, and approximately 70% of program participants must qualify as low income and be under the age of 26. (Organizations in the UK and Europe should refer to the firm’s UK Foundation.)

The Foundation funds organizations of various sizes but is primarily interested in those with budgets under US$2.5 million. The Foundation wants to support organizations where grants have a meaningful impact on youth, as well as the organization itself.

The Foundation funds newer as well as more established organizations. The Foundation prefers to fund organizations that can demonstrate the strength of their leadership, have a measurable track record of success, and can exhibit an upward organizational trajectory.

The Foundation funds religiously affiliated organizations that are inclusive of all participants regardless of religious background and beliefs.

Scholarship programs are not eligible for funding.

Pre-Application Information:

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 youth from traditionally under-resourced historically low-income communities. This plan sets an expectation for long-term support to organizations and provides more transparency to aid them 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) by our June 1 deadline. Organizations that have submitted an LOI will be prescreened by 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.

All LOI forms must be received electronically by June 1 for consideration.

Contact Information:

Before starting your grant application, please review the funding source's website listed below for updates/changes/addendums/conferences/LOIs.

Submit an LOI online:

For more information about the application process, contact:

Phil Cappello, GMA Foundation
(617) 399-1852

For general inquiries, please contact:

Karen Pfefferle, Art Curator and Manager of Philanthropy
(617) 790-7454

URL for Full Text (RFP):

Geographic Focus:

USA: California: San Francisco Bay Area;   Illinois: Chicago ;   Massachusetts: Eastern Massachusetts;   Pennsylvania: Greater Philadelphia

International country outside of the USA, Israel and Canada.