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EIN 11-0303001

Fidelity Investments Charitable Gift Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Boston
State
Massachusetts
Year formed
1990
Most recent tax filings
2023-06-01
NTEE code, primary
T30: Public Foundations
Description
The Fidelity Investments Charitable Gift Fund enhances donor generosity, distributing $11.8 billion in 2023 to support various charitable causes and organizations.
Total revenues
$14,732,623,803
2023
Total expenses
$10,542,911,354
2023
Total assets
$56,657,940,564
2023
Num. employees
0
2023

Grants made by Fidelity Investments Charitable Gift Fund

GranteeGrant descriptionAmount
National Philanthropic TrustFor Grant Recipient's Exempt Purposes$194,975,525
Schwab Charitable FundFor Grant Recipient's Exempt Purposes$183,131,878
The Church of Jesus Christ of Latter-Day SaintsFor Grant Recipient's Exempt Purposes$125,844,925
...and 979 more grants made totalling $5,044,989,236

Who funds Fidelity Investments Charitable Gift Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Schwab Charitable FundPublic, Societal Benefit$120,864,512
Dechomai FoundationUnrestricted$89,233,999
National Philanthropic TrustPublic, Societal Benefit$63,245,404
...and 324 more grants received totalling $776,348,181

Personnel at Fidelity Investments Charitable Gift Fund

NameTitleCompensation
Pamela NorleyPresident$0
Leonard MendoncaTreasurer$0
Cindy GomezAssistant Secretary$0
Jacob Clauson/ Assistant Secretary / Assistant Sec.$0
David ScoglioPast Treasurer$0
...and 8 more key personnel

Financials for Fidelity Investments Charitable Gift Fund

RevenuesFYE 06/2023
Total grants, contributions, etc.$12,623,545,644
Program services$0
Investment income and dividends$1,606,405,201
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$502,672,958
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$14,732,623,803

Form 990s for Fidelity Investments Charitable Gift Fund

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-15990View PDF
2022-062024-02-14990View PDF
2022-062023-05-10990View PDF
2021-062022-05-13990View PDF
2020-062021-05-28990View PDF
...and 13 more Form 990s

Organizations like Fidelity Investments Charitable Gift Fund

OrganizationLocationRevenue
National Philanthropic TrustJenkintown, PA$10,049,957,919
Vanguard Charitable Endowment ProgramSoutheastern, PA$4,575,589,839
Schwab Charitable FundLone Tree, CO$7,651,350,396
The Cleveland Clinic Foundation Group ReturnIndependence, OH$13,520,304,842
Bill & Melinda Gates FoundationSeattle, WA$6,988,022,771
Harvard UniversityCambridge, MA$6,051,934,438
Johns Hopkins University (JHU)Baltimore, MD$10,225,986,000
Stanford University / The Board of Trustees of the Leland Stanford Junior UniversityRedwood City, CA$8,473,666,240
Mayo ClinicRochester, MN$7,075,354,210
The Global FundSwitzerland, $6,311,110,536
Data update history
August 26, 2024
Received grants
Identified 54 new grant, including a grant for $6,887,478 from Bny Mellon Charitable Gift Fund
August 10, 2024
Posted financials
Added Form 990 for fiscal year 2023
July 25, 2024
Updated personnel
Identified 3 new personnel
July 12, 2024
Used new vendors
Identified 1 new vendor, including
May 20, 2024
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsCharitiesDonor Advised Funds (DAFs)
Issues
Community improvement
Characteristics
Operates donor advised fundsProvides grantsOperates internationallyNational levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
245 Summer St MZ Nm43a
Boston, MA 02210
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Website URL
fidelitycharitable.org/ 
Phone
(800) 952-4438
IRS details
EIN
11-0303001
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
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
092341
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2024-11-06
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