Cause IQ organization profile

Fidelity Investments Charitable Gift Fund

Form 990s | Financials | Vendors | Personnel | Peers

Fidelity Investments Charitable Gift Fund is a public foundation based in Boston, MA that was founded in 1990. As of 2019 they had $9.9 billion in revenue and $31 billion in assets.

Fidelity Investments Charitable Gift Fund makes grants to other organizations, such as $329,600,608 to Johns Hopkins University (JHU) for "For Grant Recipient's Exempt Purposes"; $227,736,053 to Harvard University for "For Grant Recipient's Exempt Purposes"; $144,736,381 to DonorsTrust for "For Grant Recipient's Exempt Purposes"; $142,566,621 to National Philanthropic Trust for "For Grant Recipient's Exempt Purposes"; and $73,326,502 to New Venture Fund for "For Grant Recipient's Exempt Purposes".

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Fidelity Investments Charitable Gift Fund

Fiscal year endingDate received by IRSFormPDF link
2019-06Sep 1, 2020990View PDF
2018-06Jul 23, 2019990View PDF
2017-06Oct 16, 2018990View PDF
2016-06Jun 7, 2017990View PDF
2015-06Feb 29, 2016990View PDF
...and eight more Form 990 PDFs

Financials for Fidelity Investments Charitable Gift Fund

Total grants, contributions, etc.$8,550,169,316
Program services$0
Investment income and dividends$568,847,793
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$817,936,758
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$9,936,953,867

Vendors for Fidelity Investments Charitable Gift Fund

VendorServicesAmount paidDate
Pricewaterhousecoopers LLPTax accounting; Audit and Tax Services$1,270,9902020-06-23
██████ ███████ ███Invest Management$3,590,6252019-06-01
███ █████████ ████████Invest Management$3,960,5442019-06-01
███ ███Administration and Inv Management Service$70,155,3252019-06-01
██████ ████Invest Management$2,065,7412019-06-01
██████████Marketing software2018-09-28
█████████ ████████Software2018-09-28

Personnel at Fidelity Investments Charitable Gift Fund

NameTitleCompensationMost recent data
Alfred E OsborneChief Financial Officer / Authorized Signatory / Trustee and Board Chair$0July 11, 2019
Jill WeinerSecretary and Chief Commercial Officer$0June 30, 2018
██████ ██████President$0June 30, 2018
█████ ███████Asst Sec.$0June 30, 2018
█████ █████Vice President$0June 30, 2018
███████ ███████Secretary$0June 30, 2018
████ ██████Treasurer$0June 30, 2018
██████ █████████Senior Vice President , I and P$0June 30, 2018
███ ████████President$0June 30, 2017
...and one more key personnel

Peer grantmaking public charity foundations

1National Philanthropic Trust501(c)(3)$2.9 billionJenkintown, PA
2Schwab Charitable Fund501(c)(3)$3.4 billionSan Francisco, CA
3Wellcome Trust501(c)(3)$2.6 billionUnited Kingdom,
4Partners Pooled Investment Holdings LLC501(c)(3)$9.4 billionSomverville, MA
5Bill & Melinda Gates Foundation501(c)(3)$5.6 billionSeattle, WA
6Bill and Melinda Gates Foundation Trust (BMGF)501(c)(3)$4.0 billionSeattle, WA
7Knight Foundation Attn Lisa Mckillips501(c)(3)$2.8 billionBeaverton, OR
8Silicon Valley Community Foundation (SVCF)501(c)(3)$2.9 billionMountain View, CA
9Battelle Memorial Institute501(c)(3)$5.0 billionColumbus, OH
10Franciscan Alliance501(c)(3)$3.1 billionMishawaka, IN
11American National Red Cross (ANRC)501(c)(3)$2.8 billionWashington, DC
12Feeding America501(c)(3)$2.8 billionChicago, IL
13Princeton University501(c)(3)$2.9 billionPrinceton, NJ
14University of Toronto501(c)(3)$2.7 billionCanada,
15Mercy Care Plan501(c)(3)$2.5 billionPhoenix, AZ
16Tufts Associated Health Maintenance Organization501(c)(4)$2.6 billionWatertown, MA