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Fidelity Investments Charitable Gift Fund

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Community Improvement, Capacity Building / Nonprofit Management (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Summary charts: organization finances over time

Revenue
$14.7B (2023)

Expenses
$10.5B (2023)

Total Assets
$56.7B (2023)

Total Liabilities
$759M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,732,623,803
Expenses
$10,542,911,354
Net Income
$4,189,712,449
Net Assets
$55,899,387,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,623,545,644
85.7%
Program Services $0
Investment Income $1,606,405,201
10.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $502,672,958
3.4%
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
Assets/Debt
Total Assets $56,657,940,564
Total Liabilities $758,552,777
Net Assets $55,899,387,787
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Catherine D'amato (Trustee) $0 $0 $0
Jennifer Mcauliffe (Trustee) $0 $0 $0
John Muse (Trustee) $0 $0 $0
Leonard Mendonca (Chair/Trustee) $0 $0 $0
Nancy Altobello (Trustee) $0 $0 $0
Rosie Rios (Trustee) $0 $0 $0
Thomas C Stewart (Trustee (Until 6/23)) $0 $0 $0
Damian Wilmot (Trustee) $0 $0 $0
Tyra A Mariani (Trustee) $0 $0 $0
John Halaby (Trustee (As Of 3/23)) $0 $0 $0
Todd Williams (Trustee (As Of 3/23)) $0 $0 $0
Jacob Pruitt (President) $0 $0 $0
David Scoglio (Treasurer) $0 $0 $0
Jacob Clauson (Secretary) $0 $0 $0
Stefan Podvojsky (Sr. Vp, I&P) $0 $0 $0
Richelle Tucker (Asst. Secretary (Until 2/23)) $0 $0 $0
Cindy Gomez (Asst. Secretary (As Of 3/23)) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,858,151,933
Expenses
$11,634,379,981
Net Income
$8,223,771,952
Net Assets
$48,093,847,197
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,196,581,675
76.5%
Program Services $0
Investment Income $1,066,369,513
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,595,200,745
18.1%
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
Assets/Debt
Total Assets $48,314,187,764
Total Liabilities $220,340,567
Net Assets $48,093,847,197
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Alfred E Osborne Jr (Trustee (Until 3/1/22)) $0 $0 $0
Catherine D'amato (Trustee) $0 $0 $0
Jennifer Mcauliffe (Trustee) $0 $0 $0
John Muse (Trustee) $0 $0 $0
Leonard Mendonca (Chair(as Of 3/1/22)/Trustee) $0 $0 $0
Nancy Altobello (Trustee) $0 $0 $0
Rosie Rios (Trustee) $0 $0 $0
Thomas C Stewart (Trustee) $0 $0 $0
Damian Wilmot (Trustee (As Of 7/23/2021)) $0 $0 $0
Tyra A Mariani (Trustee (As Of 10/27/2021)) $0 $0 $0
Pamela Norley (President (Until 10/18/21)) $0 $0 $0
David Scoglio (Treasurer) $0 $0 $0
Jacob Clauson (Secretary) $0 $0 $0
Stefan Podvojsky (Sr. Vp, I&P) $0 $0 $0
Richelle Tucker (Asst Secretary) $0 $0 $0
Jacob Pruitt (President (As Of 10/18/21)) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,558,596,882
Expenses
$10,215,226,599
Net Income
$8,343,370,283
Net Assets
$49,563,327,188
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,298,500,542
82.4%
Program Services $0
Investment Income $592,834,829
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,667,261,511
14.4%
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
Assets/Debt
Total Assets $49,738,032,591
Total Liabilities $174,705,403
Net Assets $49,563,327,188
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Alfred E Osborne Jr (Trustee) $0 $0 $0
Audrey Mcniff (Trustee (Until 11/12/2020)) $0 $0 $0
Catherine D'amato (Trustee) $0 $0 $0
Jennifer Mcauliffe (Trustee (As Of 7/2/2020)) $0 $0 $0
John Muse (Trustee) $0 $0 $0
Leonard Mendonca (Trustee) $0 $0 $0
Nancy Altobello (Trustee) $0 $0 $0
Rosie Rios (Trustee) $0 $0 $0
Thomas C Stewart (Trustee) $0 $0 $0
Pamela Norley (President) $0 $0 $0
David Scoglio (Treasurer) $0 $0 $0
Jacob Clauson (Secretary) $0 $0 $0
Stefan Podvojsky (Sr. Vp, I&P) $0 $0 $0
Richelle Tucker (Asst Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,252,844,500
Expenses
$7,447,268,345
Net Income
$4,805,576,155
Net Assets
$35,231,017,002
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,716,447,620
87.5%
Program Services $0
Investment Income $663,358,374
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $873,038,506
7.1%
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
Assets/Debt
Total Assets $35,369,008,813
Total Liabilities $137,991,811
Net Assets $35,231,017,002
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Audrey Mcniff (Trustee) $0 $0 $0
Alfred E Osborne Jr (Trustee/Brd Chair) $0 $0 $0
Thomas C Stewart (Trustee) $0 $0 $0
John Muse (Trustee) $0 $0 $0
Lee Sandwen (Trustee) $0 $0 $0
Leonard Mendonca (Trustee) $0 $0 $0
Catherine D'amato (Trustee) $0 $0 $0
Nancy Altobello (Trustee) $0 $0 $0
Rosie Rios (Trustee) $0 $0 $0
Pamela Norley (President) $0 $0 $0
David Scoglio (Treasurer) $0 $0 $0
Michael Mcnally (Secretary (Until 10/30/2019)) $0 $0 $0
Jacob Clauson (See Schedule O) $0 $0 $0
Stefan Podvojsky (Sr. Vp, I&P) $0 $0 $0
Richelle Tucker (Asst Sec (As Of 10/30/19)) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,936,953,867
Expenses
$6,164,989,844
Net Income
$3,771,964,023
Net Assets
$30,976,730,408
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
Assets/Debt
Total Assets $31,090,336,744
Total Liabilities $113,606,336
Net Assets $30,976,730,408
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Audrey Mcniff (Trustee) $0 $0 $0
Kristin W Mugford (Trustee (Until 6/25/2019)) $0 $0 $0
Alfred E Osborne Jr (Trustee/Brd Chair) $0 $0 $0
Thomas C Stewart (Trustee) $0 $0 $0
John Muse (Trustee) $0 $0 $0
Lee Sandwen (Trustee) $0 $0 $0
Leonard Mendonca (Trustee) $0 $0 $0
Catherine D'amato (Trustee) $0 $0 $0
Nancy Altobello (Trustee (As Of 10/24/18)) $0 $0 $0
Rosie Rios (Trustee (As Of 10/24/18)) $0 $0 $0
Pamela Norley (President) $0 $0 $0
David Scoglio (Treasurer (As Of 2/26/19)) $0 $0 $0
Michael Mcnally (Secretary) $0 $0 $0
Jacob Clauson (Assistant Secretary) $0 $0 $0
Stefan Podvojsky (Sr. Vp, I&P) $0 $0 $0
Paul Hurley (Treasurer (Until 2/26/19)) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,031,882,956
Expenses
$4,883,801,649
Net Income
$5,148,081,307
Net Assets
$26,942,973,355
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
Assets/Debt
Total Assets $27,028,513,842
Total Liabilities $85,540,487
Net Assets $26,942,973,355
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Audrey Mcniff (Trustee) $0 $0 $0
Kristin W Mugford (Trustee) $0 $0 $0
Alfred E Osborne Jr (Trustee/Brd Chair) $0 $0 $0
Thomas C Stewart (Trustee) $0 $0 $0
Richard D Tadler (Trustee (Until 3/1/2018)) $0 $0 $0
John Muse (Trustee) $0 $0 $0
Lee Sandwen (Trustee) $0 $0 $0
Leonard Mendonca (Trustee) $0 $0 $0
Catherine D'amato (Trustee (Since 9/18/17)) $0 $0 $0
Pamela Norley (President) $0 $0 $0
Paul Hurley (Treasurer) $0 $0 $0
Jill Weiner (Sec & Cco (Until 2/28/18)) $0 $0 $0
Karla Valas (Vice President (Until 2/28/18)) $0 $0 $0
Michael Mcnally (Secretary (Since 6/28/18)) $0 $0 $0
Jacob Clauson (Asst. Sec. (Since 6/28/18)) $0 $0 $0
Stefan Podvojsky (Sr. Vp, I&P (Since 2/28/18)) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,357,429,096
Expenses
$3,834,825,046
Net Income
$3,522,604,050
Net Assets
$21,125,594,446
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
Assets/Debt
Total Assets $21,223,553,156
Total Liabilities $97,958,710
Net Assets $21,125,594,446
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Audrey Mcniff (Trustee) $0 $0 $0
Kristin W Mugford (Trustee) $0 $0 $0
Alfred E Osborne Jr (Trustee/Brd Chair) $0 $0 $0
Thomas C Stewart (Trustee) $0 $0 $0
Richard D Tadler (Trustee) $0 $0 $0
John Muse (Trustee) $0 $0 $0
Lee Sandwen (Trustee) $0 $0 $0
Leonard Mendonca (Trustee) $0 $0 $0
Pamela Norley (President (From 9/7/16)) $0 $0 $0
Paul Hurley (Treasurer) $0 $0 $0
Jill Weiner (Secretary Chief Compliance Off) $0 $0 $0
Karla Valas (Vice President) $0 $0 $0
Amy Danforth (President (Until 9/6/16)) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,780,943,595
Expenses
$3,273,269,905
Net Income
$1,507,673,690
Net Assets
$16,015,824,008
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
Assets/Debt
Total Assets $16,092,079,593
Total Liabilities $76,255,585
Net Assets $16,015,824,008

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,393,562,395
Expenses
$2,904,271,461
Net Income
$2,489,290,934
Net Assets
$15,256,384,569
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
Assets/Debt
Total Assets $15,343,987,929
Total Liabilities $87,603,360
Net Assets $15,256,384,569

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,372,777,340
Expenses
$2,259,456,041
Net Income
$2,113,321,299
Net Assets
$13,205,223,338
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
Assets/Debt
Total Assets $13,298,110,452
Total Liabilities $92,887,114
Net Assets $13,205,223,338

Document Links

Fiscal Year Ending Dec.
2013

No Extracted Financial Data

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

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,945,615
Expenses
$1,835,912,221
Net Income
-$1,831,966,606
Net Assets
$10,252,783,711
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
Assets/Debt
Total Assets $10,282,142,229
Total Liabilities $29,358,518
Net Assets $10,252,783,711

Document Links

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

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

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,538,067,424
Expenses
$1,310,388,395
Net Income
$2,227,679,029
Net Assets
$7,589,485,135
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
Assets/Debt
Total Assets $7,618,716,882
Total Liabilities $29,231,747
Net Assets $7,589,485,135

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,874,887,580
Expenses
$1,275,762,649
Net Income
$599,124,931
Net Assets
$5,568,150,374
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
Assets/Debt
Total Assets $5,615,146,363
Total Liabilities $46,995,989
Net Assets $5,568,150,374

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

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

Document Links

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 »

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. 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. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • 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 fiscal year 2015 and later.

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