NonprofitsFidelity Investments Charitable Gift Fund

Community Improvement

Fidelity Investments Charitable Gift Fund

BOSTON, MA

Total revenue

$19.0B

Total expenses

$12.9B

Net assets

$66.5B

Grants received

$4.9B

661 grants

EIN

110303001

Tax year

2023

Mission

See schedule o

Financials

FY 2023

Revenue

Contributions & grants$15.9B
Program service revenue
Investment income$3.1B
Other revenue
Total revenue$19.0B

Expenses

Grants paid$12.7B
Salaries & benefits
Fundraising
Other expenses$228.9M
Total expenses$12.9B
Total assets$66.8B
Net assets$66.5B

People

15 listed

NameRoleCompensation

LEONARD MENDONCA

CHAIR/TRUSTEE

Board

1 hrs/wk

NANCY ALTOBELLO

TRUSTEE

Board

1 hrs/wk

CATHERINE D'AMATO

TRUSTEE

Board

1 hrs/wk

JOHN HALABY

TRUSTEE

Board

1 hrs/wk

TYRA A MARIANI

TRUSTEE

Board

1 hrs/wk

JENNIFER MCAULIFFE

TRUSTEE

Board

1 hrs/wk

ROSIE RIOS

TRUSTEE

Board

1 hrs/wk

TODD WILLIAMS

TRUSTEE

Board

1 hrs/wk

DAMIAN WILMOT

TRUSTEE

Board

1 hrs/wk

JOHN MUSE

TRUSTEE (UNTIL 11/23)

Board

1 hrs/wk

JACOB PRUITT

PRESIDENT

Board

40 hrs/wk

DAVID SCOGLIO

TREASURER

Board

40 hrs/wk

STEFAN PODVOJSKY

SR. VP, I&P

Board

40 hrs/wk

CINDY GOMEZ

SECRETARY (AS OF 2/24)

Board

40 hrs/wk

JACOB CLAUSON

SECRETARY (UNTIL 2/24)

Board

40 hrs/wk

Independent contractors

FMR LLC

ADMIN & INV MGMT SVC

$136.7M

ICONIQ CAPITAL

INVEST. MANAGEMENT

$7.9M

McKinsey Company Inc

phil. consulting

$2.9M

Jordan Park

Invest. Management

$2.8M

Rockefeller Capital Management

Invest. Management

$1.2M

Grants received

Showing 200 of 661

FromAmountPurposeYear
$84.3M
COMMUNITY & HUMAN SERVICES
2024
$51.9M
General Nonprofit Support
2024
$42.8M
PHILANTHROPY
2024
$29.8M
UNRESTRICTED
2024
$20.9M
TRANSFER OF REMAINING ASSETS UPON DISSOLUTION TO SUPPORT CHARITABLE MISSIONS
2024
$17.9M
PHILANTHROPY/VOLUNTARISM
2024
$16.8M
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2024
$8.1M
CHARITABLE PURPOSE
2024
$8.1M
GENERAL OPERATIONAL SUPPORT
2024
$8.1M
GIVING AND GENEROSITY
2024
$7.8M
GENERAL SUPPORT
2024
$6.3M
PUBLIC AND SOCIETAL BENEFIT
2024
$5.2M
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$4.3M
GENERAL SUPPORT
2024
$3.3M
GENERAL SUPPORT OF MISSION
2024
$2.0M
GUINN FAMILY FUND #1332554
2024
$1.8M
COMMUNITY & HUMAN SERVICES
2024
$1.5M
COMMUNITY DEVELOPMENT
2024
$1.4M
GENERAL SUPPORT
2024
$1.2M
General Support
2024
$1.1M
Public, Societal Benefit
2024
$1.1M
FACILITATATE, SUPPORT AND INCREASE CHARITABLE ACTIVITIES IN VARIOUS AREAS
2024
$869K
SUPPORT CHARITY ORG
2024
$846K
Public, Societal Benefit
2024
$802K
Philanthropy
2024
$779K
OPERATIONS
2024
$764K
GENERAL OPERATING SUPPORT
2024
$702K
PHILANTHROPIC COMMUNITY SUPPORT
2024
$642K
FOR PROGRAM SUPPORT.
2024
$603K
To support organization
2024
$500K
GENERAL SUPPORT
2024
$390K
GENERAL OPERATING SUPPORT
2024
$382K
MARK ISRAEL GIVING FUND #1310053
2024
$374K
RECOVERABLE GRANT REPAYMENT
2024
$345K
FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
2024
$276K
VARIOUS FUNDS
2024
$266K
PROJECT SUPPORT
2024
$236K
PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS N.E.C.
2024
$232K
GENERAL SUPPORT
2024
$225K
for a donor-advised fund
2024
$216K
Program Support
2024
$215K
Program Support
2024
$200K
RETURN OF CONTRIBUTIONS DUE TO CEASING OPERATIONS.
2024
$139K
CHARITABLE GIFT
2024
$123K
GENERAL SUPPORT
2024
$111K
HUMANITARIAN HELP
2024
$100K
PROGRAMATIC SUPPORT
2024
$100K
PROGRAMATIC SUPPORT
2024
$97K
Ibtihaj Muhammad Fndn
2024
$88K
GRANT MAKING
2024
$80K
GENERAL OPERATIONS
2024
$80K
GENERAL SUPPORT
2024
$78K
GENERAL SUPPORT
2024
$73K
COMMUNITY IMPROVEMENT
2024
$72K
ADVANCING PHILANTHROPY
2024
$50K
General Support
2024
$49K
BESTEN FAMILY CHARITABLE #1153345, FOR ACCOUNT #1153345, FOR THE MALIN FAMILY FUND AT FIDELITY CHARITABLE, ACCOUNT #1347920
2024
$36K
OPERATING SUPPORT
2024
$36K
GENERAL CHARITABLE USE
2024
$35K
THE AUSTIN AND HEATHER RAMIREZ FOUNDATION
2024
$35K
PUBLIC ASSISTANCE
2024
$32K
GENERAL SUPPORT
2024
$32K
GENERAL PHILANTHROPY
2024
$31K
SIG, DESIG
2024
$31K
SIG, DESIG
2024
$31K
GENERAL SUPPORT
2024
$28K
1 grant(s) for varying purposes
2024
$25K
PHILANTHROPY
2024
$25K
GENERAL SUPPORT
2024
$25K
GRANT RECOMMENDED BY DAF
2024
$25K
SPONSORSHIP
2024
$25K
GENERAL SUPPORT
2024
$23K
DONOR ADVISED FUND TRANSFER
2024
$19K
PLEASE TRANSFER THE FUNDS TO MY DAF AT FIDELITY. BAYSIDE FUND #1153832
2024
$17K
GENERAL PURPOSE / UNRESTRICTED
2024
$16K
PUBLIC ASSISTANCE
2024
$13K
GENERAL SUPPORT
2024
$10K
GENERAL SUPPORT AND VARIOUS PROJECTS
2024
$10K
PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS
2024
$8K
BJP GIFT FUND #60373
2024
$6K
FOR PROGRAM SUPPORT.
2024
$6K
GENERAL SUPPORT
2024
$370
PUBLIC ASSISTANCE
2024
$116
PUBLIC ASSISTANCE
2024
$102
PUBLIC ASSISTANCE
2024
$242.5M
PUBLIC, SOCIETAL BENEFIT
2023
$153.8M
General Nonprofit Support
2023
$127.7M
PUBLIC, SOCIETAL BENEFIT
2023
$120.2M
UNRESTRICTED GENERAL SUPPORT
2023
$48.9M
PHILANTHROPY
2023
$25.2M
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$24.4M
UNRESTRICTED
2023
$20.6M
UNRESTRICTED GENERAL SUPPORT
2023
$12.5M
FOR THE LINDEN FUND.
2023
$11.7M
COMMUNITY & HUMAN SERVICES
2023
$10M
GENERAL SUPPORT
2023
$9.9M
IN FURTHERANCE OF GRANTEE'S TAX-EXEMPT PURPOSE
2023
$8.8M
PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS
2023
$6.9M
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2023
$6.5M
UNRESTRICTED GENERAL SUPPORT
2023
$6.2M
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$5.1M
GENERAL SUPPORT
2023
$5.1M
PHILANTHROPIC ACTIVITY
2023
$2.6M
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2023
$1.6M
COMMUNITY & HUMAN SERVICES
2023
$1.5M
PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS N.E.C.
2023
$1.4M
Transfer to DAF
2023
$1.4M
UNRESTRICTED GENERAL SUPPORT
2023
$1.3M
for general operations
2023
$1.1M
GENERAL PURPOSE
2023
$1.1M
DONOR-ADVISED, PUBLIC AFFAIRS/SOCIETY BENEFIT
2023
$1.0M
UNRESTRICTED GENERAL SUPPORT
2023
$924K
General support for programs, operations and other charitable purposes
2023
$913K
GENERAL SUPPORT
2023
$842K
PUBLIC ASSISTANCE
2023
$837K
COMMUNITY DEVELOPMENT
2023
$829K
GENERAL SUPPORT
2023
$774K
PUBLIC ASSISTANCE
2023
$747K
PUBLIC ASSISTANCE
2023
$641K
OPERATIONS
2023
$612K
GENERAL MISSION
2023
$556K
SUPPORT THE COVE FUND
2023
$542K
SUPPORT CHARITY ORG
2023
$417K
GENERAL OPERATING SUPPORT
2023
$370K
FURTHERANCE OF TAX EXEMPT PURPOSE.
2023
$370K
DONOR-DRIVEN GRANTMAKING
2023
$350K
GENERAL SUPPORT
2023
$348K
GENERAL SUPPORT
2023
$335K
GENERAL SUPPORT
2023
$316K
OPERATIONS
2023
$309K
GENERAL SUPPORT
2023
$302K
DONOR ADVISED FUND
2023
$300K
GENERAL SUPPORT
2023
$250K
FOR THE CHATELAIN FAMILY FUND #1093848
2023
$241K
PHILANTHROPY, VOLUNTARISM AND GRANTMAKING FDN
2023
$239K
GENERAL PURPOSE
2023
$220K
ADVANCING PHILANTHROPY
2023
$216K
Fund transfer
2023
$200K
GENERAL SUPPORT
2023
$180K
HUMANITARIAN HELP
2023
$124K
TRANSFER NEIL D. TRAVEN DAF AT UC TO FIDELITY CHARITABLE
2023
$120K
DAF DISTRIBUTION & CHARITABLE CONTRIBUTION
2023
$118K
GENERAL SUPPORT
2023
$115K
FUND TRANSFER
2023
$109K
SUPPORT OF MISSION
2023
$109K
GENERAL OPERATING SUPPORT
2023
$100K
CHARITABLE DONATION
2023
$94K
JENNIFER NAGEL AND J.R. THOMAS FUND
2023
$88K
GRANT MAKING
2023
$87K
GENERAL SUPPORT
2023
$85K
DONOR ADVISED FUND ACCOUNT TRANSFER
2023
$85K
COMMUNITY IMPROVEMENT AND DEVELOPMENT
2023
$84K
SEE SCHEDULE O MISSION STATEMENT.
2023
$83K
David & Lisa Hooe Charitable Trust
2023
$71K
DONATION TO MINISTRY
2023
$54K
OTHER / UNCLASSIFIED
2023
$52K
CHARITABLE DONATION
2023
$51K
GENERAL SUPPORT
2023
$50K
PROGRAM SUPPORT
2023
$50K
TO SUPPORT CHARITABLE GIVING
2023
$50K
PHILAN/VOL/GRANT
2023
$45K
Program service
2023
$44K
GENERAL CHARITABLE USE
2023
$42K
GENERAL SUPPORT
2023
$40K
GENERAL OPERATIONS
2023
$35K
GENERAL PURPOSE
2023

Funded by

$4.9B from 264 funders · 661 grants · 2017–2024

Silicon Valley Community Foundation

$988.9M · 4 grants · 2020–2024

Gs Donor Advised Philanthropy Fund

$737.4M · 6 grants · 2018–2024

Donor Advised Charitable Giving Inc

$695.5M · 7 grants · 2017–2023

National Philanthropic Trust

$602.3M · 6 grants · 2017–2023

Jasper Ridge Charitable Fund

$550.9M · 2 grants · 2020–2022

Morgan Stanley Global Impact Funding Trust Inc

$209.8M · 20 grants · 2019–2023

Vanguard Charitable Endowment Program

$172.2M · 4 grants · 2020–2023

American Endowment Foundation

$170.9M · 8 grants · 2020–2024

Details

EIN110303001
NTEE codeS500
Subsection03
Ruling date1991-05
Formed1990
Employees0
Volunteers0
FIDELITY INVESTMENTS CHARITABLE GIFT FUND — Mission, Financials & Grants Received | Grantivo