Fidelity Investments Charitable Gift Fund is a public foundation based in Boston, MA that was founded in 1990. As of 2017 they had $7.3 billion in revenue and $21 billion in assets.
Previous legal names or variations of their name include: Haferz Family Fundation.
| Fiscal year ending | Date received by IRS | Form | PDF link |
|---|---|---|---|
| 2017-06 | Oct 16, 2018 | 990 | View PDF |
| 2016-06 | Jun 7, 2017 | 990 | View PDF |
| 2015-06 | Feb 29, 2016 | 990 | View PDF |
| 2014-06 | Jan 18, 2017 | 990 | View PDF |
| 2014-06 | Jun 15, 2015 | 990 | View PDF |
| ...and six more Form 990 PDFs | |||
| Field | 2017 |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising event contributions | $0 |
| Related organizations | $0 |
| Government grants (contributions) | $0 |
| Normal grants, contributions, etc. | $6,834,013,677 |
| Non-cash contributions | $5,132,012,482 |
| Program services | $0 |
| Investment income and dividends | $317,627,576 |
| Tax-exempt bond proceeds | $0 |
| Royalty revenue | $0 |
| Net rental income | $0 |
| Net gain from sale of non-inventory assets | $205,787,843 |
| Net income from fundraising events | $0 |
| Net income from gaming activities | $0 |
| Net income from sales of inventory | $0 |
| Miscellaneous revenues | $0 |
| Total revenues | $7,357,429,096 |
| Vendor | Services | Amount paid | Date |
|---|---|---|---|
| Microsoft Services | Software | 2018-09-28 | |
| ██████████████████████ ███ | Tax accounting; Audit and Tax Services | $510,170 | 2018-05-11 |
| ███ ███ | Administration and Inv Management Service | $46,250,730 | 2017-06-01 |
| █████ ████████ ██████████ ██████████ | Invest Management | $339,438 | 2017-06-01 |
| ██████ ███████ ███ | Invest Management | $1,317,606 | 2017-06-01 |
| ███ █████████ ████████ | Invest Management | $2,186,483 | 2017-06-01 |
| Name | Title | Compensation | Most recent data |
|---|---|---|---|
| Jill Weiner | Secretary Chief Compliance Officer | $0 | June 30, 2017 |
| Alfred E Osborne | Authorized Signatory / Trustee and Board Chair | $0 | Sept. 19, 2018 |
| ████ ██████ | Treasurer | $0 | June 30, 2017 |
| ██████ ██████ | President | $0 | June 30, 2017 |
| █████ █████ | Vice President | $0 | June 30, 2017 |
| ███ ████████ | President | $0 | June 30, 2017 |
| Name | Type | Revenue | Location | |
|---|---|---|---|---|
| 1 | Gothic Corporation | 501(c)(3) | $1.9 billion | Durham, NC |
| 2 | Bill and Melinda Gates Foundation Trust (BMGF) | 501(c)(3) | $5.3 billion | Seattle, WA |
| 3 | Chan Zuckerberg Foundation | 501(c)(3) | $1.9 billion | Palo Alto, CA |
| 4 | Healthfirst PHSP | 501(c)(3) | $7.5 billion | New York, NY |
| 5 | The Global Fund | 501(c)(3) | $2.0 billion | Switzerland, |
| 6 | The Task Force for Global Health | 501(c)(3) | $3.1 billion | Decatur, GA |
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