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 2018 they had $10 billion in revenue and $27 billion in assets.

Fidelity Investments Charitable Gift Fund makes grants to other organizations, such as $166,952,146 to Silicon Valley Community Foundation (SVCF) for "For Grant Recipient's Exempt Purposes"; $78,453,699 to Harvard University for "For Grant Recipient's Exempt Purposes"; $65,264,890 to New Venture Fund (NVF) for "For Grant Recipient's Exempt Purposes"; $40,653,250 to Columbia University for "For Grant Recipient's Exempt Purposes"; and $36,044,599 to Stanford University 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
2018-06Jul 23, 2019990View PDF
2017-06Oct 16, 2018990View PDF
2016-06Jun 7, 2017990View PDF
2015-06Feb 29, 2016990View PDF
2014-06Jan 18, 2017990View PDF
...and seven more Form 990 PDFs

Financials for Fidelity Investments Charitable Gift Fund

Total grants, contributions, etc.$9,035,902,327
Program services$0
Investment income and dividends$422,233,039
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$573,747,590
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$10,031,882,956

Vendors for Fidelity Investments Charitable Gift Fund

VendorServicesAmount paidDate
Pricewaterhousecoopers LLPTax accounting; Audit and Tax Services$670,6452019-05-06
█████████ ████████Software2018-09-28
██████████Marketing software2018-09-28
█████ ████████ ████████ ███ ███████Invest Management$560,7012018-06-01
███ ███Administration and Inv Management Service$58,901,7202018-06-01
██████ ███████ ███Invest Management$2,265,8472018-06-01
███ █████████ ████████Invest Management$3,140,6692018-06-01

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
6Knight Foundation Attn Lisa Mckillips501(c)(3)$2.8 billionBeaverton, OR
7Bill and Melinda Gates Foundation Trust (BMGF)501(c)(3)$4.0 billionSeattle, WA
8American National Red Cross (ANRC)501(c)(3)$2.8 billionWashington, DC
9Feeding America501(c)(3)$2.8 billionChicago, IL
10The Global Fund501(c)(3)$4.0 billionSweden,
11University of Toronto501(c)(3)$2.6 billionCanada,
12Princeton University501(c)(3)$2.9 billionPrinceton, NJ
13Franciscan Alliance501(c)(3)$3.1 billionMishawaka, IN
14Silicon Valley Community Foundation (SVCF)501(c)(3)$2.9 billionMountain View, CA
15Battelle Memorial Institute501(c)(3)$5.0 billionColumbus, OH
16Tufts Associated Health Maintenance Organization501(c)(4)$2.5 billionWatertown, MA