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.
Fidelity Investments Charitable Gift Fund makes grants to other organizations, such as $166,952,146 to Silicon Valley Community Foundation (SVCF) for "For Grant Recipient's Exempt Purposes"; $78,453,699 to Harvard University for "For Grant Recipient's Exempt Purposes"; $65,264,890 to New Venture Fund (NVF) for "For Grant Recipient's Exempt Purposes"; $40,653,250 to Columbia University for "For Grant Recipient's Exempt Purposes"; and $36,044,599 to Stanford University for "For Grant Recipient's Exempt Purposes".
| Fiscal year ending | Date received by IRS | Form | PDF link |
|---|---|---|---|
| 2018-06 | Jul 23, 2019 | 990 | View PDF |
| 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 |
| ...and seven more Form 990 PDFs | |||
| Field | 2018 |
|---|---|
| Total grants, contributions, etc. | $9,035,902,327 |
| 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 |
| Vendor | Services | Amount paid | Date |
|---|---|---|---|
| Pricewaterhousecoopers LLP | Tax accounting; Audit and Tax Services | $670,645 | 2019-05-06 |
| █████████ ████████ | Software | 2018-09-28 | |
| ██████████ | Marketing software | 2018-09-28 | |
| █████ ████████ ████████ ███ ███████ | Invest Management | $560,701 | 2018-06-01 |
| ███ ███ | Administration and Inv Management Service | $58,901,720 | 2018-06-01 |
| ██████ ███████ ███ | Invest Management | $2,265,847 | 2018-06-01 |
| ███ █████████ ████████ | Invest Management | $3,140,669 | 2018-06-01 |
| Name | Title | Compensation | Most recent data |
|---|---|---|---|
| Alfred E Osborne | Chief Financial Officer / Authorized Signatory / Trustee and Board Chair | $0 | July 11, 2019 |
| Jill Weiner | Secretary and Chief Commercial Officer | $0 | June 30, 2018 |
| ██████ ██████ | President | $0 | June 30, 2018 |
| █████ ███████ | Asst Sec. | $0 | June 30, 2018 |
| █████ █████ | Vice President | $0 | June 30, 2018 |
| ███████ ███████ | Secretary | $0 | June 30, 2018 |
| ████ ██████ | Treasurer | $0 | June 30, 2018 |
| ██████ █████████ | Senior Vice President , I and P | $0 | June 30, 2018 |
| ███ ████████ | President | $0 | June 30, 2017 |
| ...and one more key personnel | |||