EIN 11-0303001

Fidelity Investments Charitable Gift Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Year formed
1990
Most recent tax filings
2022-06-01
NTEE code, primary
Description
The Fidelity Investments Charitable Gift Fund is a public charity that supports a broad range of charitable causes, including health and human services, children and families, social welfare, education, scientific research, culture and the arts, religion, and civic organizations. The Gift Fund is located in Boston, MA.
Total revenues
$19,858,151,933
2022
Total expenses
$11,634,379,981
2022
Total assets
$48,314,187,764
2022
Num. employees
0
2022

Grants made by Fidelity Investments Charitable Gift Fund

GranteeGrant descriptionAmount
National Philanthropic TrustFor Grant Recipient's Exempt Purposes$308,361,255
National Philanthropic TrustFor Grant Recipient's Exempt Purposes$308,361,255
Schwab Charitable FundFor Grant Recipient's Exempt Purposes$235,346,356
...and 977 more grants made totalling $10,065,456,936

Who funds Fidelity Investments Charitable Gift Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
National Philanthropic TrustPublic, Societal Benefit$208,979,368
Schwab Charitable FundPublic, Societal Benefit$129,103,529
Dechomai FoundationUnrestricted$89,233,999
...and 355 more grants received totalling $927,639,335

Personnel at Fidelity Investments Charitable Gift Fund

NameTitleCompensation
Pamela NorleyPresident$0
Leonard MendoncaTreasurer$0
Jacob PruittPresident$0
Richelle TuckerAssistant Secretary$0
Jacob Clauson/ Assistant Secretary / Assistant Sec.$0
...and 6 more key personnel

Financials for Fidelity Investments Charitable Gift Fund

RevenuesFYE 06/2022
Total grants, contributions, etc.$15,196,581,675
Program services$0
Investment income and dividends$1,066,369,513
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$3,595,200,745
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$19,858,151,933

Form 990s for Fidelity Investments Charitable Gift Fund

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-10990View PDF
2021-062022-05-13990View PDF
2020-062021-05-28990View PDF
2019-062020-09-01990View PDF
2018-062019-07-23990View PDF
...and 11 more Form 990s

Organizations like Fidelity Investments Charitable Gift Fund

OrganizationLocationRevenue
Schwab Charitable FundSan Francisco, CA$10,074,660,178
National Philanthropic TrustJenkintown, PA$14,381,775,406
Cleveland ClinicIndependence, OH$13,520,304,842
Bill & Melinda Gates FoundationSeattle, WA$6,988,022,771
The Global FundSwitzerland, $6,964,263,943
Bill and Melinda Gates Foundation TrustSeattle, WA$28,564,317,333
Stanford University / The Board of Trustees of the Leland Stanford Junior UniversityRedwood City, CA$9,526,036,013
Johns Hopkins University (JHU)Baltimore, MD$8,434,336,000
Harvard UniversityCambridge, MA$9,623,728,188
Mayo ClinicRochester, MN$7,075,354,210
Data update history
February 4, 2024
Received grants
Identified 138 new grant, including a grant for $89,233,999 from Dechomai Foundation
October 25, 2023
Received grants
Identified 18 new grant, including a grant for $22,430,912 from American Endowment Foundation
August 19, 2023
Received grants
Identified 275 new grant, including a grant for $229,480,927 from Silicon Valley Community Foundation (SVCF)
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 12, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Grantmaking organizationsCharities
Issues
Community improvement
Characteristics
Operates donor advised fundsProvides grantsOperates internationallyNational levelTax deductible donationsNo full-time employees
General information
Address
245 Summer St MZ Nm43a
Boston, MA 02210
Metro area
Boston-Cambridge-Newton, MA-NH
Website URL
fidelitycharitable.org/ 
Phone
(800) 952-4438
IRS details
EIN
11-0303001
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1990
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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