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 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 end:
Revenue trends:
Asset trends:

Form 990s for Fidelity Investments Charitable Gift Fund

Fiscal year endingDate received by IRSFormPDF link
2017-06Oct 16, 2018990View PDF
2016-06Jun 7, 2017990View PDF
2015-06Feb 29, 2016990View PDF
2014-06Jan 18, 2017990View PDF
2014-06Jun 15, 2015990View PDF
...and six 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.$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

Vendors for Fidelity Investments Charitable Gift Fund

VendorServicesAmount paidDate
Microsoft ServicesSoftware2018-09-28
██████████████████████ ███Tax accounting; Audit and Tax Services$510,1702018-05-11
███ ███Administration and Inv Management Service$46,250,7302017-06-01
█████ ████████ ██████████ ██████████Invest Management$339,4382017-06-01
██████ ███████ ███Invest Management$1,317,6062017-06-01
███ █████████ ████████Invest Management$2,186,4832017-06-01

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

1Gothic Corporation501(c)(3)$1.9 billionDurham, NC
2Bill and Melinda Gates Foundation Trust (BMGF)501(c)(3)$5.3 billionSeattle, WA
3Chan Zuckerberg Foundation501(c)(3)$1.9 billionPalo Alto, CA
4Healthfirst PHSP501(c)(3)$7.5 billionNew York, NY
5The Global Fund501(c)(3)$2.0 billionSwitzerland,
6The Task Force for Global Health501(c)(3)$3.1 billionDecatur, GA

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