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.

Previous legal names or variations of their name include: Haferz Family Fundation.

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

Federated campaigns$0
Membership dues$0
Fundraising event contributions$0
Related organizations$0
Government grants (contributions)$0
Normal grants, contributions, etc.$9,035,902,327
Non-cash contributions$6,383,613,288
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
█████ ████████ ████████ ███ ███████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
Jill WeinerSecretary Chief Compliance Officer$0June 30, 2017
Alfred E OsborneAuthorized Signatory / Trustee and Board Chair$0Sept. 19, 2018
████ ██████Treasurer$0June 30, 2017
██████ ██████President$0June 30, 2017
█████ █████Vice President$0June 30, 2017
███ ████████President$0June 30, 2017

Peer grantmaking public charity foundations

1Schwab Charitable Fund501(c)(3)$3.4 billionSan Francisco, CA
2Wellcome Trust501(c)(3)$3.4 billionUnited Kingdom,
3Massachusetts Institute of Technology (MIT)501(c)(3)$4.4 billionCambridge, MA
4Tufts Associated Health Maintenance Organization501(c)(4)$2.5 billionWatertown, MA
5Thrivent Financial for Lutherans501(c)(8)$9.4 billionMinneapolis, MN
6Duke University Health System501(c)(3)$3.3 billionDurham, NC
7The Global Fund501(c)(3)$4.0 billionSwitzerland,
8University of Toronto501(c)(3)$2.6 billionCanada,
9Bill & Melinda Gates Foundation501(c)(3)$5.4 billionSeattle, WA
10Bill and Melinda Gates Foundation Trust (BMGF)501(c)(3)$5.3 billionSeattle, WA
11Princeton University501(c)(3)$3.0 billionPrinceton, NJ
12UCare Minnesota501(c)(3)$2.7 billionMinneapolis, MN
13Feeding America501(c)(3)$2.8 billionChicago, IL
14Duke University501(c)(3)$3.1 billionDurham, NC
15American National Red Cross (ANRC)501(c)(3)$3.6 billionWashington, DC
16Global Health Solutions501(c)(3)$2.6 billionDecatur, GA
17Battelle Memorial Institute501(c)(3)$4.9 billionColumbus, OH

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