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
Schwab Charitable FundFor Grant Recipient's Exempt Purposes$235,346,356
The Church of Jesus Christ of Latter-Day SaintsFor Grant Recipient's Exempt Purposes$194,997,450
...and 972 more grants made totalling $5,882,439,007

Who funds Fidelity Investments Charitable Gift Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Silicon Valley Community Foundation (SVCF)General Nonprofit Support$229,480,927
National Philanthropic TrustPublic, Societal Benefit$208,979,368
Schwab Charitable FundPublic, Societal Benefit$129,103,529
...and 353 more grants received totalling $1,076,786,255

Personnel at Fidelity Investments Charitable Gift Fund

NameTitleCompensation
Pamela NorleyPresident$0
Leonard MendoncaTreasurer$0
Jacob Clauson/ Assistant Secretary / Assistant Sec.$0
Jacob PruittPresident$0
Richelle TuckerAssistant Secretary$0
...and 7 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
2020-062021-05-28990View PDF
2019-062020-09-01990View PDF
2018-062019-07-23990View PDF
2017-062018-10-16990View PDF
2016-062017-06-07990View PDF
...and 9 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
Silicon Valley Community Foundation (SVCF)Mountain View, CA$5,613,435,516
Bill & Melinda Gates FoundationSeattle, WA$6,739,008,078
Musk FoundationAustin, TX$6,029,889,623
Bill and Melinda Gates Foundation TrustSeattle, WA$9,580,009,055
Johns Hopkins University (JHU)Baltimore, MD$7,574,047,000
Harvard UniversityCambridge, MA$8,943,246,824
Mayo ClinicRochester, MN$7,993,241,004
Stanford UniversityRedwood City, CA$9,497,701,265
Data update history
May 20, 2023
Updated personnel
Identified 2 new personnel
May 6, 2023
Received grants
Identified 2 new grant, including a grant for $1,148,553 from Jewish Community Federation and Endowment Fund
August 3, 2022
Received grants
Identified 38 new grant, including a grant for $27,484,923 from American Endowment Foundation
July 26, 2022
Posted financials
Added Form 990 for fiscal year 2020
October 1, 2021
Received grants
Identified 11 new grant, including a grant for $314,073 from The Thomas J Edelman Foundation
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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