Cause IQ organization profile

Fidelity Foundation

Form 990s | Financials | Vendors | Personnel | Peers

Fidelity Foundation is a private foundation based in Boston, MA that was founded in 1992. As of 2017 they had $282 million in revenue and $732 million in assets.

The Fidelity Foundation is a private, nonoperating foundation committed to building capacity in nonprofit organizations.

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Fidelity Foundation

Fiscal year endingDate received by IRSFormPDF link
2016-12Nov 23, 2017990PFView PDF
2015-12Nov 23, 2016990PFView PDF
2014-12Aug 24, 2015990PFView PDF
2013-12Nov 20, 2014990PFView PDF
2012-12Nov 21, 2013990PFView PDF
...and one more Form 990 PDF

Financials for Fidelity Foundation

Total grants, contributions, etc.$216,478,211
Investment income and dividends$15,529,494
Net rental income$0
Net gain from sale of non-inventory assets$51,037,349
Gross sales of inventory$0
Miscellaneous revenues$-239,222
Total revenues$282,805,832

Vendors for Fidelity Foundation

VendorServicesAmount paidDate
KimbiaFundraising software2018-10-01
█████████ ████████Software2018-10-01
███████ ███ ████Fundraising software; Payment processing2018-10-01
██████ ██ ███████Investment Management$412,8912017-11-23
███████████ █████████████ ████████Grants Administration$3,162,3362017-11-23
████████ █████████████ █████ ██████████ ███Investment Management$1,073,9092017-11-23
████████ ███ █████████Tax accounting2017-11-23
████████ █████████ ███Tax accounting2014-11-20

Personnel at Fidelity Foundation

NameTitleCompensationMost recent data
Lydia BergenVice President, Operations-July 3, 2019
Daniel ArditoVice President, Finance and Treasurer-July 3, 2019

Peer private foundations

1Cummings Foundation501(c)(3)$204 millionWoburn, MA
2Adelson Family Foundation / Sheldon G Adelson Et Al Ttee501(c)(3)$121 millionNeedham, MA
3Klarman Family Foundation501(c)(3)$103 millionBoston, MA
4Rare Disease Charitable Foundation501(c)(3)$77 millionLexington, MA
5P M Allen Family Foundation501(c)(3)$106 millionBrookline, MA
6Barr Foundation501(c)(3)$150 millionBoston, MA
7brain-02 The Patrick J. McGovern Foundation501(c)(3)$238 millionBoston, MA
8The Bolthouse Foundation501(c)(3)$80 millionBakersfield, CA
9Rainwater Charitable Foundation501(c)(3)$528 millionFort Worth, TX
10Druckenmiller Foundation501(c)(3)$153 millionNew York, NY
11Kendeda Fund501(c)(3)$152 millionWilmington, DE
12Howard G Buffett Foundation (HGBF)501(c)(3)$188 millionDecatur, IL
13Good Ventures Foundation501(c)(3)$462 millionPalo Alto, CA
14W.K. Kellogg Foundation (WKKF)501(c)(3)$386 millionBattle Creek, MI
15The Living Legacy Foundation of Maryland501(c)(3)$144 millionWilmington, DE
16Gordon E and Betty I Moore Foundation501(c)(3)$451 millionPalo Alto, CA
17Starr Foundation501(c)(3)$115 millionNew York, NY
18Airie Knipel Harry V and J William Warehime Foundation501(c)(3)$103 millionHanover, PA
19PNC Foundation501(c)(3)$252 millionPittsburgh, PA
20Dennis and Phyllis Washington Foundation501(c)(3)$106 millionMissoula, MT
21Joyce Foundation501(c)(3)$91 millionChicago, IL
22High Q Foundation501(c)(3)$78 millionRoseland, NJ
23Carl Victor Page Memorial Foundation501(c)(3)$544 millionPalo Alto, CA
24Peter G Peterson Foundation (PGPF)501(c)(3)$87 millionNew York, NY
25Alfred P Sloan Foundation501(c)(3)$102 millionNew York, NY

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