Nonprofit · EIN 04-6131201
FIDELITY FOUNDATION
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,327,179,367 | $171,848,038 | $1,155,331,329 | $4,982,473,098 | $0 | $4,982,473,098 |
| December 31, 2023 | 990-PF | $958,894,354 | $159,217,067 | $799,677,287 | $3,824,770,952 | $0 | $3,824,770,952 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,081,250,000
- Dividends
- $82,248,949
- Net gain from sales of assets
- $163,680,418
Expenses
- Grants and similar amounts paid
- $156,206,272
- Compensation of officers, directors and key employees
- $890,255
- Salaries, compensation and benefits (total)
- $5,880,648
- Disbursements for charitable purposes
- $167,848,038
- Excise tax on investment income
- $5,134,122
Balance sheet and other
- Total assets, start of year
- $3,824,770,952
- Total assets, end of year
- $4,982,473,098
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,982,473,098
- Fair market value of assets
- $5,552,869,585
- Qualifying distributions
- $188,165,934
- Net investment income
- $374,467,731
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MAURA MARX 7 WATER STREET, BOSTON, MA 02109 | PRESIDENT | 18 | $483,242 | $22,275 |
| DENISE GOMEX DELSIGNORE 7 WATER STREET, BOSTON, MA 02109 | PROGRAM DIRECTOR, RE Highest-paid employee | 40 | $276,833 | $37,916 |
| MATTHEW BANE 7 WATER STREET, BOSTON, MA 02109 | PROGRAM DIRECTOR, RE Highest-paid employee | 38 | $257,290 | $39,455 |
| STEPHEN SLOAN 7 WATER STREET, BOSTON, MA 02109 | PROGRAM DIRECTOR, CO Highest-paid employee | 30 | $247,955 | $35,212 |
| DANIEL M ARDITO 11 KEEWAYDIN DRIVE, SALEM, NH 03079 | TREASURER | 21 | $241,196 | $28,434 |
| NATACHA PERROTTA 7 WATER STREET, BOSTON, MA 02109 | VICE PRESIDENT OF PR Highest-paid employee | 18 | $223,655 | $0 |
| ANDREA PERRY 7 WATER STREET, BOSTON, MA 02109 | SENIOR PROG. OFF., E Highest-paid employee | 38 | $213,006 | $33,158 |
| KEVIN SAUNDERS 7 WATER STREET, BOSTON, MA 02109 | SECRETARY | 17 | $165,817 | $22,702 |
| ROSS E SHERBROOKE 7 WATER STREET, BOSTON, MA 02109 | DIRECTOR/VICE PRESIDENT | 2.5 | $0 | $0 |
| ABIGAIL P JOHNSON 7 WATER STREET, BOSTON, MA 02109 | DIRECTOR/VICE PRESIDENT | 2.5 | $0 | $0 |
| ELIZABETH L JOHNSON 7 WATER STREET, BOSTON, MA 02109 | DIRECTOR | 2.5 | $0 | $0 |
| EDWARD C JOHNSON IV 7 WATER STREET, BOSTON, MA 02109 | DIRECTOR | 2.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MAURA MARX 7 WATER STREET, BOSTON, MA 02109 | PRESIDENT | 18 | $449,104 | $6,961 |
| JENNIFER BURRAN 7 WATER STREET, BOSTON, MA 02109 | DIRECTOR OF GRANT OP Highest-paid employee | 31 | $244,131 | $29,986 |
| MAICHARIA WEIR LYTLE 7 WATER STREET, BOSTON, MA 02109 | PROGRAM DIR., ECONOM Highest-paid employee | 34 | $236,085 | $41,905 |
| STEPHEN SLOAN 7 WATER STREET, BOSTON, MA 02109 | PROGRAM DIRECTOR, CO Highest-paid employee | 30 | $235,152 | $34,125 |
| DENISE GOMEZ DELSIGNORE 7 WATER STREET, BOSTON, MA 02109 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $224,203 | $33,205 |
| DANIEL M ARDITO 11 KEEWAYDIN DRIVE, SALEM, NH 03079 | TREASURER | 21 | $215,697 | $29,359 |
| MATTHEW BANE 7 WATER STREET, BOSTON, MA 02109 | SENIOR PROGRAM OFFIC Highest-paid employee | 36 | $197,083 | $32,625 |
| KEVIN SAUNDERS 7 WATER STREET, BOSTON, MA 02109 | SECRETARY | 18 | $168,951 | $23,625 |
| ROSS E SHERBROOKE 7 WATER STREET, BOSTON, MA 02109 | DIRECTOR/VICE PRESIDENT | 5 | $0 | $0 |
| ABIGAIL P JOHNSON 7 WATER STREET, BOSTON, MA 02109 | DIRECTOR/VICE PRESIDENT | 5 | $0 | $0 |
| ELIZABETH L JOHNSON 7 WATER STREET, BOSTON, MA 02109 | DIRECTOR | 5 | $0 | $0 |
| EDWARD C JOHNSON IV 7 WATER STREET, BOSTON, MA 02109 | DIRECTOR | 5 | $0 | $0 |
| ELIZABETH B JOHNSON 7 WATER STREET, BOSTON, MA 02109 | DIRECTOR (THRU 12/2023) | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7 WATER STREET, BOSTON, MA 02109-4100
- Signed the 990-PF
- DANIEL M ARDITO, TREASURER
- Phone
- (617) 646-7418
- Website
- FIDELITYFOUNDATION.ORG
- Return prepared by
- GRANT THORNTON ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6131201
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,982,473,098
- Income (IRS master file)
- $2,153,356,849
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,327,179,367 | $171,848,038 | $4,982,473,098 | XML |
| 990-PF | December 2023 | $958,894,354 | $159,217,067 | $3,824,770,952 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6131201).
Questions about FIDELITY FOUNDATION
- What is the EIN of FIDELITY FOUNDATION?
- The employer identification number (EIN) of FIDELITY FOUNDATION is 04-6131201.
- Is FIDELITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to FIDELITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FIDELITY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FIDELITY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FIDELITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FIDELITY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 8 received compensation from the organization, the highest $483,242 (MAURA MARX, PRESIDENT).
- How much revenue does FIDELITY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,327,179,367, expenses of $171,848,038 and total assets of $4,982,473,098 at year end.
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