EIN 11-0303001

Fidelity Investments Charitable Gift Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Year formed
1990
Most recent tax filings
2020-06-01
NTEE code, primary
Description
The Fidelity Investments Charitable Gift Fund is a public charity that supports a broad range of charitable causes, including health and human services, children and families, social welfare, education, scientific research, culture and the arts, religion, and civic organizations. The Gift Fund is located in Boston, MA.
Total revenues
$12,252,844,500
2020
Total expenses
$7,447,268,345
2020
Total assets
$35,369,008,813
2020
Num. employees
0
2020

Grants made by Fidelity Investments Charitable Gift Fund

GranteeGrant descriptionAmount
National Philanthropic TrustFor Grant Recipient's Exempt Purposes$210,226,608
New Venture FundFor Grant Recipient's Exempt Purposes$80,989,214
Schwab Charitable FundFor Grant Recipient's Exempt Purposes$80,595,267
...and 967 more grants made totalling $3,825,672,808

Who funds Fidelity Investments Charitable Gift Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Goldman Sachs Philanthropy Fund (GSPF)Community & Human Services$104,842,369
Schwab Charitable FundPublic, Societal Benefit$46,211,376
National Philanthropic TrustPublic, Societal Benefit$39,920,784
...and 230 more grants received totalling $401,459,618

Personnel at Fidelity Investments Charitable Gift Fund

NameTitleCompensation
Pamela NorleyPresident$0
Alfred E OsborneBoard Chair$0
David ScoglioTreasurer$0
Stefan PodvojskySenior Vice President , I and P$0
Michael McNallySecretary$0
...and 5 more key personnel

Financials for Fidelity Investments Charitable Gift Fund

RevenuesFYE 06/2020
Total grants, contributions, etc.$10,716,447,620
Program services$0
Investment income and dividends$663,358,374
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$873,038,506
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$12,252,844,500

Form 990s for Fidelity Investments Charitable Gift Fund

Fiscal year endingDate received by IRSFormPDF link
2020-062021-05-28990View PDF
2019-062020-09-01990View PDF
2018-062019-07-23990View PDF
2017-062018-10-16990View PDF
2016-062017-06-07990View PDF
...and 9 more Form 990s

Organizations like Fidelity Investments Charitable Gift Fund

OrganizationLocationRevenue
Schwab Charitable FundSan Francisco, CA$4,885,079,278
Goldman Sachs Philanthropy Fund (GSPF)New York, NY$3,764,893,999
National Philanthropic TrustJenkintown, PA$5,359,931,234
Bill & Melinda Gates FoundationSeattle, WA$5,860,099,037
Bill and Melinda Gates Foundation TrustSeattle, WA$4,049,739,968
Novartis Patient Assistance Foundation (NPAF)East Hanover, NJ$3,398,964,835
The Global FundSwitzerland, $6,951,923,532
Genentech Access To Care FoundationSouth San Francisco, CA$3,081,656,998
Stanford University / The Board of Trustees of the Leland Stanford Junior UniversityRedwood City, CA$6,848,913,893
Johns Hopkins University (JHU)Baltimore, MD$7,505,891,000
Data update history
August 3, 2022
Received grants
Identified 38 new grant, including a grant for $27,484,923 from American Endowment Foundation
July 26, 2022
Posted financials
Added Form 990 for fiscal year 2020
September 24, 2021
Received grants
Identified 92 new grant, including a grant for $21,667,631 from The Boston Foundation (TBF)
September 13, 2021
Updated personnel
Identified 1 new personnel
September 12, 2021
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsCharities
Issues
No issues found
Characteristics
ReligiousOperates donor advised fundsProvides grantsOperates internationallyNational levelTax deductible donationsNo full-time employees
General information
Address
200 Seaport Blvd MZ Nm43a
Boston, MA 02210
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Website URL
fidelitycharitable.org/ 
Phone
(800) 952-4438
IRS details
EIN
11-0303001
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1990
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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