Nonprofit Explorer

Research Tax-Exempt Organizations

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

BOSTON, MA 02210-2031 | Tax-exempt since May 1991
  • EIN: 11-0303001
  • Classification (NTEE)
    Nonprofit Management (Community Improvement, Capacity Building)
  • Nonprofit Tax Code Designation: 501(c)(3)
    Defined as: Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.
  • Donations to this organization are tax deductible.
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Tax Filings by Year

The IRS Form 990 is an annual information return that most organizations claiming federal tax-exempt status must file yearly. Read the IRS instructions for 990 forms.

If this organization has filed an amended return, it may not be reflected in the data below. Duplicated download links may be due to resubmissions or amendments to an organization's original return.

If you would like to download Form 990 document PDFs in bulk, the Internet Archive operates a mirror of the original bulk data.

Fiscal year ending

June 2020

Fiscal year ending June

2020

PDF

990-T

Full Text

990 (filed on May 28, 2021)

Full Filing

Raw XML

990

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Key Employees and Officers Compensation
AUDREY MCNIFF (TRUSTEE) $0
ALFRED E OSBORNE JR (TRUSTEE/BRD CHAIR) $0
THOMAS C STEWART (TRUSTEE) $0
JOHN MUSE (TRUSTEE) $0
LEE SANDWEN (TRUSTEE) $0
LEONARD MENDONCA (TRUSTEE) $0
CATHERINE D'AMATO (TRUSTEE) $0
NANCY ALTOBELLO (TRUSTEE) $0
ROSIE RIOS (TRUSTEE) $0
PAMELA NORLEY (PRESIDENT) $0
DAVID SCOGLIO (TREASURER) $0
MICHAEL MCNALLY (SECRETARY (until 10/30/2019)) $0
JACOB CLAUSON (SEE SCHEDULE O) $0
STEFAN PODVOJSKY (SR. VP, I&P) $0
RICHELLE TUCKER (ASST SEC (AS OF 10/30/19)) $0
Fiscal year ending

June 2019

Fiscal year ending June

2019

PDF

990
990-T

Full Text

990 (filed on Sept. 1, 2020)

Full Filing

Raw XML

990

Total Revenue

$9,936,953,867

Total Functional Expenses $6,164,989,844
Net income $3,771,964,023
Notable sources of revenue Percent of total revenue
Contributions $8,550,169,316 86.0%
Program services $0
Investment income $568,847,793 5.7%
Bond proceeds $0
Royalties $0
Rental property income $0
Net fundraising $0
Sales of assets $817,936,758 8.2%
Net inventory sales $0
Other revenue $0
Notable expenses Percent of total expenses
Executive compensation $0
Professional fundraising fees $0
Other salaries and wages $0
Other
Total Assets $31,090,336,744
Total Liabilities $113,606,336
Net Assets $30,976,730,408
Key Employees and Officers Compensation
AUDREY MCNIFF (TRUSTEE) $0
KRISTIN W MUGFORD (Trustee (UNTIL 6/25/2019)) $0
ALFRED E OSBORNE JR (TRUSTEE/BRD CHAIR) $0
THOMAS C STEWART (TRUSTEE) $0
JOHN MUSE (TRUSTEE) $0
LEE SANDWEN (TRUSTEE) $0
LEONARD MENDONCA (TRUSTEE) $0
CATHERINE D'AMATO (TRUSTEE) $0
NANCY ALTOBELLO (TRUSTEE (AS OF 10/24/18)) $0
ROSIE RIOS (TRUSTEE (AS OF 10/24/18)) $0
PAMELA NORLEY (PRESIDENT) $0
DAVID SCOGLIO (TREASURER (AS OF 2/26/19)) $0
MICHAEL MCNALLY (SECRETARY) $0
JACOB CLAUSON (ASSISTANT SECRETARY) $0
STEFAN PODVOJSKY (SR. VP, I&P) $0
PAUL HURLEY (TREASURER (UNTIL 2/26/19)) $0
Fiscal year ending

June 2018

Fiscal year ending June

2018

PDF

990
990-T

Full Text

990 (filed on July 11, 2019)

Full Filing

Raw XML

990

Total Revenue

$10,031,882,956

Total Functional Expenses $4,883,801,649
Net income $5,148,081,307
Notable sources of revenue Percent of total revenue
Contributions $9,035,902,327 90.1%
Program services $0
Investment income $422,233,039 4.2%
Bond proceeds $0
Royalties $0
Rental property income $0
Net fundraising $0
Sales of assets $573,747,590 5.7%
Net inventory sales $0
Other revenue $0
Notable expenses Percent of total expenses
Executive compensation $0
Professional fundraising fees $0
Other salaries and wages $0
Other
Total Assets $27,028,513,842
Total Liabilities $85,540,487
Net Assets $26,942,973,355
Key Employees and Officers Compensation
AUDREY MCNIFF (TRUSTEE) $0
KRISTIN W MUGFORD (Trustee) $0
ALFRED E OSBORNE JR (TRUSTEE/BRD CHAIR) $0
THOMAS C STEWART (TRUSTEE) $0
RICHARD D TADLER (TRUSTEE (UNTIL 3/1/2018)) $0
JOHN MUSE (TRUSTEE) $0
LEE SANDWEN (TRUSTEE) $0
LEONARD MENDONCA (TRUSTEE) $0
CATHERINE D'AMATO (TRUSTEE (SINCE 9/18/17)) $0
PAMELA NORLEY (PRESIDENT) $0
PAUL HURLEY (TREASURER) $0
JILL WEINER (SEC & CCO (UNTIL 2/28/18)) $0
KARLA VALAS (VICE PRESIDENT (UNTIL 2/28/18)) $0
MICHAEL MCNALLY (SECRETARY (SINCE 6/28/18)) $0
JACOB CLAUSON (ASST. SEC. (SINCE 6/28/18)) $0
STEFAN PODVOJSKY (SR. VP, I&P (SINCE 2/28/18)) $0
Fiscal year ending

June 2017

Fiscal year ending June

2017

PDF

990

Full Text

990 (filed on Sept. 19, 2018)

Full Filing

Raw XML

990

Total Revenue

$7,357,429,096

Total Functional Expenses $3,834,825,046
Net income $3,522,604,050
Notable sources of revenue Percent of total revenue
Contributions $6,834,013,677 92.9%
Program services $0
Investment income $317,627,576 4.3%
Bond proceeds $0
Royalties $0
Rental property income $0
Net fundraising $0
Sales of assets $205,787,843 2.8%
Net inventory sales $0
Other revenue $0
Notable expenses Percent of total expenses
Executive compensation $0
Professional fundraising fees $0
Other salaries and wages $0
Other
Total Assets $21,223,553,156
Total Liabilities $97,958,710
Net Assets $21,125,594,446
Key Employees and Officers Compensation
AUDREY MCNIFF (TRUSTEE) $0
KRISTIN W MUGFORD (Trustee) $0
ALFRED E OSBORNE JR (TRUSTEE/BRD CHAIR) $0
THOMAS C STEWART (TRUSTEE) $0
RICHARD D TADLER (TRUSTEE) $0
JOHN MUSE (TRUSTEE) $0
LEE SANDWEN (TRUSTEE) $0
LEONARD MENDONCA (TRUSTEE) $0
PAMELA NORLEY (PRESIDENT (FROM 9/7/16)) $0
PAUL HURLEY (TREASURER) $0
JILL WEINER (SECRETARY CHIEF COMPLIANCE OFF) $0
KARLA VALAS (VICE PRESIDENT) $0
AMY DANFORTH (PRESIDENT (UNTIL 9/6/16)) $0
Fiscal year ending

June 2016

Fiscal year ending June

2016

Total Revenue

$4,780,943,595

Total Functional Expenses $3,273,269,905
Net income $1,507,673,690
Notable sources of revenue Percent of total revenue
Contributions $4,076,302,537 85.3%
Program services $0
Investment income $418,070,179 8.7%
Bond proceeds $0
Royalties $0
Rental property income $0
Net fundraising $0
Sales of assets $286,570,879 6.0%
Net inventory sales $0
Other revenue $0
Notable expenses Percent of total expenses
Executive compensation $0
Professional fundraising fees $0
Other salaries and wages $0
Other
Total Assets $16,092,079,593
Total Liabilities $76,255,585
Net Assets $16,015,824,008
Fiscal year ending

June 2015

Fiscal year ending June

2015

PDF

990
990-T

Total Revenue

$5,393,562,395

Total Functional Expenses $2,904,271,461
Net income $2,489,290,934
Notable sources of revenue Percent of total revenue
Contributions $4,607,982,076 85.4%
Program services $0
Investment income $533,644,295 9.9%
Bond proceeds $0
Royalties $0
Rental property income $0
Net fundraising $0
Sales of assets $251,936,024 4.7%
Net inventory sales $0
Other revenue $0
Notable expenses Percent of total expenses
Executive compensation $0
Professional fundraising fees $0
Other salaries and wages $0
Other
Total Assets $15,343,987,929
Total Liabilities $87,603,360
Net Assets $15,256,384,569
Fiscal year ending

June 2014

Fiscal year ending June

2014

PDF

990
990
990
990-T

Total Revenue

$4,372,777,340

Total Functional Expenses $2,259,456,041
Net income $2,113,321,299
Notable sources of revenue Percent of total revenue
Contributions $3,849,430,422 88.0%
Program services $0
Investment income $304,522,346 7.0%
Bond proceeds $0
Royalties $0
Rental property income $0
Net fundraising $0
Sales of assets $218,824,572 5.0%
Net inventory sales $0
Other revenue $0
Notable expenses Percent of total expenses
Executive compensation $0
Professional fundraising fees $0
Other salaries and wages $0
Other
Total Assets $13,298,110,452
Total Liabilities $92,887,114
Net Assets $13,205,223,338
Fiscal year ending

Dec. 2013

Fiscal year ending Dec.

2013

PDF

990-PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

June 2013

Fiscal year ending June

2013

PDF

990
990-T

Total Revenue

$3,945,615

Total Functional Expenses $1,835,912,221
Net income -$1,831,966,606
Notable sources of revenue Percent of total revenue
Contributions $3,671,894 93.1%
Program services $0
Investment income $149,623 3.8%
Bond proceeds $0
Royalties $0
Rental property income $0
Net fundraising $0
Sales of assets $124,097,633 > 100%
Net inventory sales $0
Other revenue $0
Notable expenses Percent of total expenses
Executive compensation $0
Professional fundraising fees $0
Other salaries and wages $0
Other
Total Assets $10,282,142,229
Total Liabilities $29,358,518
Net Assets $10,252,783,711
Fiscal year ending

Dec. 2012

Fiscal year ending Dec.

2012

PDF

990-PF

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

June 2012

Fiscal year ending June

2012

PDF

990
990-T

Total Revenue

$3,538,067,424

Total Functional Expenses $1,310,388,395
Net income $2,227,679,029
Notable sources of revenue Percent of total revenue
Contributions $3,281,460,447 92.7%
Program services $0
Investment income $120,176,832 3.4%
Bond proceeds $0
Royalties $0
Rental property income $0
Net fundraising $0
Sales of assets $136,430,145 3.9%
Net inventory sales $0
Other revenue $0
Notable expenses Percent of total expenses
Executive compensation $0
Professional fundraising fees $0
Other salaries and wages $0
Other
Total Assets $7,618,716,882
Total Liabilities $29,231,747
Net Assets $7,589,485,135
Fiscal year ending

June 2011

Fiscal year ending June

2011

PDF

990
990-T

Total Revenue

$1,874,887,580

Total Functional Expenses $1,275,762,649
Net income $599,124,931
Notable sources of revenue Percent of total revenue
Contributions $1,735,234,386 92.6%
Program services $0
Investment income $86,539,598 4.6%
Bond proceeds $0
Royalties $0
Rental property income $0
Net fundraising $0
Sales of assets $53,113,596 2.8%
Net inventory sales $0
Other revenue $0
Notable expenses Percent of total expenses
Executive compensation $0
Professional fundraising fees $0
Other salaries and wages $0
Other
Total Assets $5,615,146,363
Total Liabilities $46,995,989
Net Assets $5,568,150,374
Fiscal year ending

Dec. 2010

Fiscal year ending Dec.

2010

PDF

990-T

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

June 2010

Fiscal year ending June

2010

PDF

990
990-T

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

June 2009

Fiscal year ending June

2009

PDF

990
990
990-T

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

June 2008

Fiscal year ending June

2008

PDF

990
990-T

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

June 2007

Fiscal year ending June

2007

PDF

990
990
990-T

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

June 2005

Fiscal year ending June

2005

PDF

990

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

June 2004

Fiscal year ending June

2004

PDF

990

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

June 2003

Fiscal year ending June

2003

PDF

990

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

June 2002

Fiscal year ending June

2002

PDF

990

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

Fiscal year ending

June 2001

Fiscal year ending June

2001

PDF

990

Form 990 documents available

Extracted financial data is not available for this tax period, but Form 990 documents are available for download.

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

How to Research Tax-Exempt Organizations

We've created a guide for investigating nonprofits for those just getting started as well as for seasoned pros.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica, and those older files are available at the Internet Archive. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for 2016 and later.