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EIN 04-6131201

Fidelity Foundation

IRS 501(c) type
501(c)(3)
Num. employees
40
City
Boston
State
Massachusetts
Year formed
1992
Most recent tax filings
2023-12-01
NTEE code, primary
T21: Corporate foundations
Description
The Fidelity Foundation is a private, nonoperating foundation committed to building capacity in nonprofit organizations.
Total revenues
$958,894,354
2023
Total expenses
$159,217,067
2023
Total assets
$3,824,770,952
2023
Num. employees
40
2023

Program areas at Fidelity Foundation

Design, planning and construction for education summer camp

Grants made by Fidelity Foundation

GranteeGrant descriptionAmount
Hobart and William Smith Colleges (HWS)General Operating / Annual Support$10,000,000
The Trustees of ReservationsLand for Preservation$5,000,000
Appalachian Mountain Club (AMC)Land for Preservation$4,000,000
...and 851 more grants made totalling $132,575,395

Personnel at Fidelity Foundation

NameTitleCompensation
Lydia BergenVice President , Operations$185,856
Dan ArditoVice President , Finance and Treasurer
Barbara SullivanVice President , Program Strategy and Impact$166,279
Kevin SaundersVice President , Legal$178,452
Daniel M ArditoTreasurer$283,175
...and 16 more key personnel

Financials for Fidelity Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$848,300,000
Investment income and dividends$49,378,894
Net rental income$0
Net gain from sale of non-inventory assets$61,215,460
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$958,894,354

Form 990s for Fidelity Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-10990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-11-10990PFView PDF
2019-122021-06-11990PFView PDF
2018-122019-12-27990PFView PDF
...and 7 more Form 990s

Organizations like Fidelity Foundation

OrganizationLocationRevenue
William and Flora Hewlett FoundationMenlo Park, CA$652,108,628
Wellspring Philanthropic FundNew York, NY$374,958,422
W.K. Kellogg Foundation (WKKF)Battle Creek, MI$383,208,005
Sequoia Climate FoundationIrvine, CA$289,249,266
The JPB FoundationNew York, NY$323,861,107
Dave & Cheryl Duffield FoundationIncline Village, NV$356,161,570
Duke EndowmentCharlotte, NC$497,718,591
VolkswagenStiftungSalt Lake City, UT$482,978,744
Walton Family FoundationBentonville, AR$872,237,914
Moody FoundationGalveston, TX$1,332,537,378
Data update history
November 5, 2024
Updated personnel
Identified 12 new personnel
January 21, 2024
Updated personnel
Identified 1 new personnel
January 14, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 14, 2024
Updated personnel
Identified 1 new personnel
December 31, 2023
Used new vendors
Identified 2 new vendors, including , and
Nonprofit Types
Grantmaking organizationsPrivate foundationsCorporate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsAccepts online donations
General information
Address
7 Water St
Boston, MA 02109
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Website URL
fidelityfoundation.org 
IRS details
EIN
04-6131201
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1992
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T21: Corporate foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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