SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
 
Employer identification number

11-0303001
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Central America and the Caribbean     Grantmaking   316,341
East Asia and the Pacific     Grantmaking   198,810
Europe (Including Iceland and Greenland)     Grantmaking   5,199,436
Middle East and North Africa     Grantmaking   100,060
North America     Grantmaking   2,087,438
South America     Grantmaking   910,000
Sub-Saharan Africa     Grantmaking   253,750
Central America and the Caribbean     Investments   1,116,345,823
Europe (Including Iceland and Greenland)     Investments   16,632,626
           
           
           
           
           
           
           
           
3a Sub-total .....     1,142,044,284
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     1,142,044,284
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
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Schedule F (Form 990) 2018
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Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe Charitable program expenses 2,244,582 Wire   N/A N/A
Europe Workshop expenses 1,128,300 Wire   N/A N/A
South America Women's health 755,000 Wire   N/A N/A
Europe General purpose 500,000 Wire   N/A N/A
North America Education support, Honorary gift, Scholarship supp 471,450 Check   N/A N/A
North America General purpose 300,000 Check   N/A N/A
North America Land conservation 300,000 Wire   N/A N/A
Central America & the Caribbean General purpose 276,840 Check   N/A N/A
North America Christian community support 250,000 Wire   N/A N/A
Sub-Saharan Africa General purpose 250,000 Wire   N/A N/A
Europe Research center 200,000 Check   N/A N/A
Europe Cancer programs 128,770 Wire   N/A N/A
Europe General charitable expenses 125,000 Wire   N/A N/A
Europe Health programs 122,559 Wire   N/A N/A
Europe Program expenses 117,504 Wire   N/A N/A
North America Alumni gift, Scholarship support, General purpose 116,700 Check   N/A N/A
Europe Research support 112,766 Wire   N/A N/A
East Asia and the Pacific Orphanage building project 100,000 Wire   N/A N/A
South America Women's health 100,000 Wire   N/A N/A
Europe Building and rennovation expenses 99,980 Wire   N/A N/A
Europe Annual Fund, Centennial Campaign, General purpose, 86,000 Check   N/A N/A
Europe General purpose 75,000 Wire   N/A N/A
North America Behavioral Heath Services 74,488 Wire   N/A N/A
East Asia and the Pacific General purpose 60,000 Wire   N/A N/A
Europe Project support 60,000 Wire   N/A N/A
Middle East School classroom funding, Israeli youth program su 57,290 Check   N/A N/A
North America Peer support and counseling programs 55,866 Wire   N/A N/A
North America General purpose 55,000 Wire   N/A N/A
South America Endowment fund 55,000 Wire   N/A N/A
North America Business School Fund, Women's Cross Country Enhanc 51,350 Check   N/A N/A
Europe Project support 50,000 Wire   N/A N/A
Europe Children's programs 49,692 Wire   N/A N/A
Middle East Memorial gift, Rabbinical Support, General purpose 42,770 Check   N/A N/A
North America Clinical fellow support, Medical education activit 42,660 Check   N/A N/A
North America General purpose 41,000 Check   N/A N/A
Europe Charitable program expenses 40,000 Wire   N/A N/A
North America School of Business and College of Pharmacy, Schola 36,000 Check   N/A N/A
North America General purpose 35,000 Check   N/A N/A
Europe Development activities for the underserved 32,488 Wire   N/A N/A
North America Alumni Fund, Scholarship and workshop support 30,000 Check   N/A N/A
Central America & the Caribbean General purpose 29,000 Check   N/A N/A
Europe Scholarship support 23,000 Check   N/A N/A
North America Clinical fellow support 20,000 Check   N/A N/A
North America Bursary in Electrical Engineering, Scholarship sup 18,975 Check   N/A N/A
North America General purpose 15,000 Check   N/A N/A
Europe Exhibition expenses 13,030 Wire   N/A N/A
Europe Building Fund 12,765 Wire   N/A N/A
North America Engineering Department, Faculty of Arts Developmen 12,300 Check   N/A N/A
North America Sports Park 11,275 Check   N/A N/A
North America Fundraising event, Ministry support, General purpo 10,950 Check   N/A N/A
North America Fundraiser support, Missionary support 10,800 Check   N/A N/A
North America Honorary gift, Fundraising event 10,300 Check   N/A N/A
North America Memorial gift 10,000 Check   N/A N/A
East Asia and the Pacific Charitable school programs 10,000 Wire   N/A N/A
East Asia and the Pacific General purpose 10,000 Wire   N/A N/A
East Asia and the Pacific General purpose 10,000 Wire   N/A N/A
Central America & the Caribbean General purpose 9,250 Check   N/A N/A
North America General purpose 8,500 Check   N/A N/A
North America Endowment fund, General purpose 8,000 Check   N/A N/A
North America Research program, Law school grants, Memorial gift 5,600 Check   N/A N/A
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
60
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2018
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Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2018
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Schedule F (Form 990) 2018
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Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
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Schedule F (Form 990) 2018
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Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
SCHEDULE F, PART I, LINE 2 THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND ("FIDELITY CHARITABLE") MADE GRANTS TO SELECT FOREIGN CHARITABLE ORGANIZATIONS NOT RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS PUBLIC CHARITIES. IN MAKING SUCH GRANTS FROM DONOR-ADVISED FUNDS, FIDELITY CHARITABLE COMPLIES WITH THE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC) 4966(C) AND MAKES AN EQUIVALENCY DETERMINATION AS DESCRIBED IN TREASURY REGULATION SECTION 53.4945-5(A)(5)(I) AND PERFORMS EXPENDITURE RESPONSIBILITY AS DESCRIBED IN IRC 4945(H). IN A LIMITED NUMBER OF CIRCUMSTANCES, FIDELITY CHARITABLE RELIES ON AN EQUIVALENCY DETERMINATION. IN PERFORMING EXPENDITURE RESPONSIBILITY, FIDELITY CHARITABLE: 1) UNDERTAKES A PRE-GRANT INQUIRY WITH REASONABLE DETERMINATION THAT THE INTENDED GRANTEE IS CAPABLE OF FULFILLING THE CHARITABLE PURPOSE OF THE GRANT, 2) EXECUTES A GRANT AGREEMENT THAT INCLUDES SPENDING AND REPORTING RESPONSIBILITIES AND COMMITS THE GRANTEE ORGANIZATION TO SPEND THE FUNDS ONLY FOR THE SPECIFIED CHARITABLE PURPOSES STATED IN THE GRANT AGREEMENT, 3) REQUIRES THE GRANTEE ORGANIZATION TO SUBMIT TO FIDELITY CHARITABLE REGULAR STATUS REPORTS ON THE EXPENDITURE OF FUNDS AND THE PROGRESS MADE IN FULFILLING THE CHARITABLE PURPOSE OF THE GRANT, UNTIL SUCH GRANT IS FULLY SPENT, AND 4) REPORTS EACH SUCH GRANT TO THE INTERNAL REVENUE SERVICE ON ITS INFORMATION RETURN (FORM 990) WITH THE REQUISITE ACCOMPANYING DESCRIPTION, IN COMPLIANCE WITH TREAS. REG 53.4945-5(D). FIDELITY CHARITABLE COMPLIES WITH THE TREASURY DEPARTMENT'S OFFICE OF FOREIGN ASSET CONTROL (OFAC) REGULATIONS, AND THEREFORE, ANY GRANTS MADE TO FOREIGN CHARITABLE ORGANIZATIONS MUST NOT VIOLATE OFAC'S COUNTRY-BASED SANCTIONS PROGRAMS. FURTHER, FIDELITY CHARITABLE GRANTS MUST NOT INVOLVE TRADE OR TRANSACTION ACTIVITIES WITH SANCTIONS TARGETS NAMED ON OFAC'S LIST OF SPECIALLY DESIGNATED NATIONALS AND BLOCKED PERSONS. AS WITH ANY GRANT BY FIDELITY CHARITABLE, EACH GRANT RECOMMENDED BY A DONOR-ADVISOR IS ULTIMATELY SUBJECT TO FIDELITY CHARITABLE'S STANDARD DUE DILIGENCE PROCEDURES (INCLUDING REVIEW OF THE RECOMMENDED GRANT RECIPIENT AND THE RECOMMENDED PURPOSE FOR THE GRANT) AND TO THE APPROVAL OF THE TRUSTEES OF FIDELITY CHARITABLE.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
Additional Data


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