Fidelity Investments Charitable Gift Fund

Fidelity Investments Charitable Gift Fund Overview

Fidelity Investments Charitable Gift Fund is located in Boston, MA. The organization was established in 1991. According to its NTEE classification (S50) the organization is classified as: Nonprofit Management, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.

For the year ending 06/2020, Fidelity Investments Charitable Gift Fund generated $12.3b in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 17.8% each year . All expenses for the organization totaled $7.4b during the year ending 06/2020. While expenses have increased by 20.7% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Since 2017, Fidelity Investments Charitable Gift Fund has awarded 174,930 individual grants totaling $20,210,267,025. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2020

Describe the Organization's Mission:

Part 3 - Line 1

SEE SCHEDULE O

Describe the Organization's Program Activity:

Part 3 - Line 4a

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Fidelity Investments Charitable Gift Fund Board, Officers & Key Employees

Vendor Name (Service)Compensation
Ubs Financial Services
Invest. Management
$4,655,793
Iconiq Capital
Invest. Management
$3,569,444
Wilmerhale
Legal Services
$4,136,431
Fmr Llc
Admin & Inv Mgmt Svc
$81,515,973
Jordan Park
Invest. Management
$3,053,716
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$10,716,447,620
Noncash contributions included in lines 1a–1f $6,842,590,387
Total Revenue from Contributions, Gifts, Grants & Similar$10,716,447,620
Total Program Service Revenue$0
Investment income $663,358,374
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $873,038,506
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $12,252,844,500

Fidelity Investments Charitable Gift Fund Grants Awarded

Over the last fiscal year, Fidelity Investments Charitable Gift Fund has awarded $7,136,422,470 in support to 56,777 organizations.

Grant RecipientAmount

JOHNS HOPKINS UNIVERSITY

Org PageRecipient Profile

Baltimore, MD

PURPOSE: For grant recipient's exempt purposes

$336,378,194

NATIONAL PHILANTHROPIC TR

Org PageRecipient Profile

Jenkintown, PA

PURPOSE: For grant recipient's exempt purposes

$210,226,608

Washington, DC

PURPOSE: For grant recipient's exempt purposes

$80,989,214

SCHWAB CHARITABLE FUND

Org PageRecipient Profile

San Francisco, CA

PURPOSE: For grant recipient's exempt purposes

$80,595,267

CORP OF THE PRES OF THE CHURCH OF JESUS CHRIST OF

PURPOSE: For grant recipient's exempt purposes

$71,147,767

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

Org PageRecipient Profile

Cambridge, MA

PURPOSE: For grant recipient's exempt purposes

$63,611,310
View Grant Profile

Fidelity Investments Charitable Gift Fund Grants Recieved

Over the last fiscal year, we have identified 11 grants that Fidelity Investments Charitable Gift Fund has recieved totaling $11,446,585.

Awarding OrganizationAmount
The Justin And Valerie Blair Potter Foundation

Chicago, IL

PURPOSE: PUBLIC SUPPORT

$9,434,403
The Justin And Valerie Blair Potter Foundation

Chicago, IL

PURPOSE: PUBLIC SUPPORT

$934,067
The Thomas J Edelman Foundation

New York, NY

PURPOSE: TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3)

$314,073
J Michael Iii And Geraldine A Joyce Foundation

New York, NY

PURPOSE: GENERAL FUND

$167,200
William A Hazel Family Foundation

Warrenton, VA

PURPOSE: TO FURTHER CHARITABLE PURPOSE

$131,500
Tiaa Charitable Inc

Charlotte, NC

PURPOSE: Annual Suuport

$105,707
View Grant Recipient Profile

Fidelity Investments Charitable Gift Fund Peer Organizations

Organization NameAssets
Fidelity Non-Profit Management Foundation
Boston, MA
$383,592,162
Food Bank For New York City
New York, NY
$144,517,137
The Bridgespan Group Inc
Boston, MA
$54,704,306
Hispanic Federation Inc
New York, NY
$37,917,734
Grhs Foundation Inc
Rochester, NY
$37,575,532
New Profit Inc
Boston, MA
$21,481,917
Common Fund For Non-Profit Organizations
Wilton, CT
$274,004,992
Nonprofit Finance Fund
New York, NY
$22,521,757
Affiliates Risk Management Services Inc
New York, NY
$23,268,805
Program Development Services Inc
Brooklyn, NY
$20,476,692
Npower Inc
Brooklyn, NY
$14,295,556
Loomis Senior Living Inc
Springfield, MA
$11,534,491

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