FIDELITY INVESTMENTS CHARITABLE GIFT FUND

BOSTON, MA, 02210 (800) 952-4438 Est. 1990 EIN 11-0303001
S500 - Community Improvement 990 - Public charity return 501(c)(3)
www.fidelitycharitable.org

Mission

FIDELITY CHARITABLE SEEKS TO FACILITATE, SUPPORT AND INCREASE CHARITABLE ACTIVITIES IN THE FOLLOWING AREAS; HEALTH AND HUMAN SERVICES, CHILDREN, YOUTH AND FAMILIES; SOCIAL WELFARE; EDUCATION; SCIENTIFIC RESEARCH; CULTURE, ARTS, AND HUMANITIES; RELIGION; CIVIC AND COMMUNITY AFFAIRS; ENVIRONMENT; WILDLIFE AND ANIMALS; TESTING FOR PUBLIC SAFETY AND CONSUMER AFFAIRS AND OTHER CHARITIES THAT SUPPORT CAUSES THAT REPRESENT THE PHILANTHROPIC WISHES AND GEOGRAPHIC REGIONS OF DONORS OF FIDELITY CHARITABLE. FIDELITY CHARITABLE'S GOAL IS TO INCREASE THE DOLLARS TO CHARITABLE ORGANIZATIONS THROUGH FUNDRAISING AND OUTREACH. OUTREACH SERVICES PROVIDED BY FIDELITY CHARITABLE INCLUDE, BUT ARE NOT LIMITED TO: PROVIDING ACCESS TO CHARITABLE RESEARCH TOOLS TO ASSIST DONORS IN MAKING INFORMED GIVING DECISIONS; PRODUCING AND PROVIDING PUBLICLY AVAILABLE EDUCATIONAL LITERATURE TO ASSIST DONORS IN EVALUATING CHARITABLE MISSIONS, FINANCIALS AND BOARDS; AND PROVIDING PUBLICLY AVAILABLE TIMELY GUIDANCE IN THE AR

Giving Portfolio

Total Grants
447,995
Total Giving
$68.5B
Recipients
383,151
Years Active
2017 - 2024
Avg grant: $145,050 Median: $18,450

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202489891$15.1B $168K2372366167
202272328$10.1B $140K1368858639
2021130322$22.5B $173K1334452136
202064214$9.9B $154K1749246722
201956777$7.1B $126K3071426063
201734463$3.8B $111K344630

Sectors Funded

Religion-Related
45306
Education
44298
Human Services
38357
Arts, Culture & Humanities
29560
Philanthropy & Grantmaking
16661
Health Care
15203
International & Foreign Affairs
14612
Environment
11022
and 20 more sectors

Top States

California
50742
New York
44603
Texas
28727
Massachusetts
25655
Florida
19684
Illinois
18943
Pennsylvania
15197
New Jersey
14834
and 43 more states

Grantee Size Profile

$1M - $5M
92926
$100K - $500K
49762
$10M - $50M
42232
$500K - $1M
35504
$5M - $10M
31853
Over $50M
18665
Under $100K
16027

Top Grantees

Page 1 of 3

Grants Awarded · 390572 grants

Looking for grants like these from other funders? Sign up free to search 16M+ grants.

Financials

Total Revenue
$30,633,210,968
Total Expenses
$15,594,895,656
Net Assets
$85,862,738,605
From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve
5.5 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 61.4%
Expenses ↑ 20.7%
Revenue Sources
Contributions 86.4% Investment 13.6%
Expense Breakdown
Program 100.0%

Officers & Trustees (14)

Sign up free to see all officers. Individual compensation is available on Grow plans.

Filing History (7 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jul 1, 2024 to Jun 30, 2025
$30,633,210,968 ↑$15,594,895,656$85,862,738,605
2022 990 - Public charity return
Jul 1, 2022 to Jun 30, 2023
$14,732,623,803 ↓$10,542,911,354$55,899,387,787
2021 990 - Public charity return
Jul 1, 2021 to Jun 30, 2022
$19,858,151,933 $11,634,379,981$48,093,847,197
2021 990 - Public charity return
Jul 1, 2021 to Jun 30, 2022
$19,858,151,933 ↑$11,634,379,981$48,093,847,197
2020 990 - Public charity return
Jul 1, 2020 to Jun 30, 2021
$18,558,596,882 ↑$10,215,226,599$49,563,327,188
2019 990 - Public charity return
Jul 1, 2019 to Jun 30, 2020
$12,252,844,500 ↑$7,447,268,345$35,231,017,002
2017 990 - Public charity return
Jul 1, 2017 to Jun 30, 2018
$10,031,882,956 $4,883,801,649$26,942,973,355

Find more like this.

Sign up free to search 16M+ grants and see similar organizations on every nonprofit profile.

Sign Up Free

No credit card required.

EIN: 11-0303001 · Source: IRS Form 990 e-file data