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Private foundation (trust)EIN 046131201Est. 1992-11

FIDELITY FOUNDATION

BOSTON, MA 02109

Accepts unsolicited proposals

Total Assets

$5.6B

FY 2024

Annual Giving

$156.2M

FY 2024

Grants Made

4,430

FY 2024

Avg Grant

$35K

FY 2024

Grant Range

$10–$10M

Typical

Deadlines

Open / rolling

Applications

Programs & Activities

Program 1

$20.3M

The foundation has acquired land through lyme quabbin for the primary purpose of long-term conservation and preservation. The acquisition is held as a direct charitable activity aligned with the foundation's exempt purposes.

Financial Snapshot

2024 filing

Total Revenue

$1.3B

Total Expenses

$171.8M

Qualifying Distributions

$188.2M

Distributable Amount

$230.9M

Min. Investment Return

$236.0M

Undistributed Income

$44.6M

Payout rate 81%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.81%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4,430 grants

Grant sizes from minimum $10 through median $400 to maximum $10M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Top Recipients

500 grants

HOBART AND WILLIAM SMITH COLLEGES
$10M
1 grant
PINE STREET INN INC
$5.0M
1 grant
NORTHEAST WILDERNESS TRUST
$4.6M
3 grants
BOYS & GIRLS CLUBS OF PALM BEACH COUNTY
$2.5M
1 grant
NEW ENGLAND AQUARIUM
$2.5M
1 grant
COX SCIENCE CENTER AND AQUARIUM
$2.5M
1 grant
ST LAWRENCE UNIVERSITY
$2.5M
1 grant
GRAND TETON NATIONAL PARK FOUNDATION
$2M
1 grant

Grant Size Distribution

500 grants

<$10K
107
grants
$10–50K
6
grants
$50–250K
195
grants
$250K–1M
179
grants
$1–5M
11
grants
$5M+
2
grants

Geographic Focus

36 states

Massachusetts
$40.3M
27% of total
New York
$17.0M
11% of total
Texas
$16.1M
11% of total
North Carolina
$10.4M
7% of total
Florida
$9.0M
6% of total
New Hampshire
$6.2M
4% of total
Colorado
$5.7M
4% of total
New Mexico
$5.3M
3% of total
Vermont
$5.0M
3% of total
Ohio
$4.3M
3% of total

+26 more states

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FIDELITY FOUNDATION — Grants, Financials & Contact | Grantivo