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"; $113,494,993 to The University of Chicago (UChicago) 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 for "For Grant Recipient's Exempt Purposes"; and $40,653,250 to Columbia 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 | |
| █████ ████████ ████████ ███ ███████ | 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 | |||
| Name | Type | Revenue | Location | |
|---|---|---|---|---|
| 1 | Schwab Charitable Fund | 501(c)(3) | $3.4 billion | San Francisco, CA |
| 2 | Wellcome Trust | 501(c)(3) | $2.6 billion | United Kingdom, |
| 3 | Bill and Melinda Gates Foundation Trust (BMGF) | 501(c)(3) | $4.0 billion | Seattle, WA |
| 4 | Bill & Melinda Gates Foundation | 501(c)(3) | $5.4 billion | Seattle, WA |
| 5 | Tufts Associated Health Maintenance Organization | 501(c)(4) | $2.5 billion | Watertown, MA |
| 6 | The Global Fund | 501(c)(3) | $4.0 billion | Sweden, |
| 7 | Battelle Memorial Institute | 501(c)(3) | $5.0 billion | Columbus, OH |
| 8 | Franciscan Alliance | 501(c)(3) | $2.9 billion | Mishawaka, IN |
| 9 | Feeding America | 501(c)(3) | $2.8 billion | Chicago, IL |
| 10 | American National Red Cross (ANRC) | 501(c)(3) | $3.6 billion | Washington, DC |
| 11 | University of Toronto | 501(c)(3) | $2.6 billion | Canada, |
| 12 | Princeton University | 501(c)(3) | $2.9 billion | Princeton, NJ |