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
2019-06
NTEE code, primary
Financials as of 2019-06
Revenues
$9.9b
-$95m
-0.9%
 
$9b: Grants & donations
 
$818m: Non-invt sales, net
 
$569m: Invst income
Expenses
$6.2b
+$1b
26.2%
 
$6b: Grants, in USA
 
$72m: Management
 
$23m: Invest mgmt
Assets
$31.1b
+$4b
15.0%
 
$27b: Stocks & bonds
 
$3b: Other sec
 
$1b: Cash
 
$148m: Misc other assets
Liabilities
$113.6m
+$28m
32.8%
 
$76m: Accts pay
 
$38m: Other lia
Description
Fidelity Investments Charitable Gift Fund is a public foundation in Boston, MA, which was founded in 1990 and most recently had $9,936,953,867 in revenue and no employees.

Form 990s for Fidelity Investments Charitable Gift Fund

Fiscal year endingDate received by IRSFormPDF link
2019-062020-09-01990View PDF
2018-062019-07-23990View PDF
2017-062018-10-16990View PDF
2016-062017-06-07990View PDF
2015-062016-02-29990View PDF
...and 8 more Form 990s

Who funds Fidelity Investments Charitable Gift Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Goldman Sachs Philanthropy Fund (GSPF)Community & Human Services$104,842,369
 Subscribe to view███, ████ ███$░░,░░░,░░░
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...and 377 more grants received

Grants made by Fidelity Investments Charitable Gift Fund

GranteeGrant descriptionAmount
Johns Hopkins University (JHU)For Grant Recipient's Exempt Purposes$329,600,608
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 Subscribe to view██ ███ ██████ ███ ████$░░░,░░░,░░░
 Subscribe to view██ ███ ██████ ███ ████$░░░,░░░,░░░
 Subscribe to view██ ███ ██████ ███ ████$░░,░░░,░░░
...and 973 more grants made

Financials for Fidelity Investments Charitable Gift Fund

RevenuesFYE 06/2019
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

Personnel at Fidelity Investments Charitable Gift Fund

NameTitleCompensation
Alfred E OsborneBoard Chair / Chief Financial Officer$0
Jill WeinerSecretary and Chief Commercial Officer$0
Pamela NorleyPresident$0
 Subscribe to viewSenior Vice President , I and P$0
 Subscribe to viewSecretary$0
...and 5 more key personnel

Organizations like Fidelity Investments Charitable Gift Fund

OrganizationLocationRevenue
Schwab Charitable FundSan Francisco, CA$4,558,510,409
Goldman Sachs Philanthropy Fund (GSPF)New York, NY$3,764,893,999
National Philanthropic TrustJenkintown, PA$2,858,611,746
Bill & Melinda Gates FoundationSeattle, WA$5,607,122,529
Mother Cabrini Health FoundationNew York, NY$2,889,257,370
Knight FoundationBeaverton, OR$2,820,705,791
Bill & Melinda Gates Foundation (BMGF)Seattle, WA$4,049,739,968
University of TorontoCanada, $2,730,190,000
Johns Hopkins University (JHU)Baltimore, MD$8,477,317,000
Mayo ClinicRochester, MN$6,819,422,921
Harvard UniversityCambridge, MA$7,854,637,824
Northwestern UniversityEvanston, IL$3,108,297,108
Stanford UniversityRedwood City, CA$6,829,098,940
Wellcome TrustUnited Kingdom, $2,659,604,000
Battelle Memorial InstituteColumbus, OH$8,259,952,869
Cornell UniversityIthaca, NY$5,001,986,844
Duke UniversityDurham, NC$3,302,826,991
PeaceHealthVancouver, WA$2,869,441,950
Feeding AmericaChicago, IL$2,831,620,652
CommonSpirit HealthEnglewood, CO$2,504,647,500
Global Health SolutionsDecatur, GA$2,522,088,710
University of RochesterRochester, NY$4,161,715,577
Cedars SinaiLos Angeles, CA$3,908,605,904
Duke University Health SystemDurham, NC$3,776,782,982
Massachusetts Institute of Technology (MIT)Cambridge, MA$5,308,609,000
Nonprofit Types
Issues
No issues found
Characteristics
Key performance indicators
Total revenues
$9,936,953,867
2019
Yearly growth
-0.9%
% of revenues
n/a
Total expenses
$6,164,989,844
2019
Yearly growth
26.2%
% of expenses
n/a
Total assets
$31,090,336,744
2019
Yearly growth
15%
% of assets
n/a
Num. employees
0
2019
General information
Address
200 Seaport Blvd MZ Nm43a
Boston, MA 02210
Metro area
Boston-Cambridge-Newton, MA-NH
Website URL
fidelitycharitable.org/ 
Phone
(800) 952-4438
IRS details
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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