Nonprofit · EIN 11-0303001
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
Tax-exempt · BOSTON, MA 02210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $30,633,210,968 | $15,594,895,656 | $15,038,315,312 | $86,270,322,515 | $407,583,910 | $85,862,738,605 |
| June 30, 2024 | 990 | $18,985,204,861 | $12,921,946,074 | $6,063,258,787 | $66,787,000,627 | $243,992,997 | $66,543,007,630 |
| June 30, 2023 | 990 | $14,732,623,803 | $10,542,911,354 | $4,189,712,449 | $56,657,940,564 | $758,552,777 | $55,899,387,787 |
| June 30, 2022 | 990 (amended) | $19,858,151,933 | $11,634,379,981 | $8,223,771,952 | $48,314,187,764 | $220,340,567 | $48,093,847,197 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $26,467,716,241
- Program service revenue
- $0
- Investment income
- $4,165,494,727
- Net gain from sales of assets
- $2,077,840,656
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $15,307,491,635
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,899,061
- Program services (functional)
- $15,594,895,656
Balance sheet and other
- Total assets, start of year
- $66,787,000,627
- Total assets, end of year
- $86,270,322,515
- Total liabilities, end of year
- $407,583,910
- Net assets, end of year
- $85,862,738,605
- Publicly traded securities
- $72,403,207,256
- Net assets without donor restrictions
- $85,773,349,431
- Net assets with donor restrictions
- $89,389,174
- Gross unrelated business income
- $88,982,918
- Gross receipts
- $55,365,801,687
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1990
- State of legal domicile
- MA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD MENDONCA | CHAIR/TRUSTEE Trustee or director | 1 | $0 |
| NANCY ALTOBELLO | TRUSTEE Trustee or director | 1 | $0 |
| CATHERINE D'AMATO | TRUSTEE Trustee or director | 1 | $0 |
| JOHN HALABY | TRUSTEE Trustee or director | 1 | $0 |
| TYRA A MARIANI | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER MCAULIFFE | TRUSTEE Trustee or director | 1 | $0 |
| ROSIE RIOS | TRUSTEE Trustee or director | 1 | $0 |
| TODD WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| DAMIAN WILMOT | TRUSTEE Trustee or director | 1 | $0 |
| JACOB PRUITT | PRESIDENT Officer | 40 | $0 |
| DAVID SCOGLIO | TREASURER Officer | 40 | $0 |
| STEFAN PODVOJSKY | SR. VP, I&P (UNTIL 6/24/25) Officer | 40 | $0 |
| CINDY GOMEZ | SECRETARY Officer | 40 | $0 |
| BRANDI GREENE | ASST. SECRETARY (AS OF 2/25) Officer | 40 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD MENDONCA | CHAIR/TRUSTEE Trustee or director | 1 | $0 |
| NANCY ALTOBELLO | TRUSTEE Trustee or director | 1 | $0 |
| CATHERINE D'AMATO | TRUSTEE Trustee or director | 1 | $0 |
| JOHN HALABY | TRUSTEE Trustee or director | 1 | $0 |
| TYRA A MARIANI | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER MCAULIFFE | TRUSTEE Trustee or director | 1 | $0 |
| ROSIE RIOS | TRUSTEE Trustee or director | 1 | $0 |
| TODD WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| DAMIAN WILMOT | TRUSTEE Trustee or director | 1 | $0 |
| JOHN MUSE | TRUSTEE (UNTIL 11/23) Trustee or director | 1 | $0 |
| JACOB PRUITT | PRESIDENT Officer | 40 | $0 |
| DAVID SCOGLIO | TREASURER Officer | 40 | $0 |
| STEFAN PODVOJSKY | SR. VP, I&P Officer | 40 | $0 |
| CINDY GOMEZ | SECRETARY (AS OF 2/24) Officer | 40 | $0 |
| JACOB CLAUSON | SECRETARY (UNTIL 2/24) Officer | 40 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE D'AMATO | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER MCAULIFFE | TRUSTEE Trustee or director | 1 | $0 |
| JOHN MUSE | TRUSTEE Trustee or director | 1 | $0 |
| LEONARD MENDONCA | CHAIR/TRUSTEE Trustee or director | 1 | $0 |
| NANCY ALTOBELLO | TRUSTEE Trustee or director | 1 | $0 |
| ROSIE RIOS | TRUSTEE Trustee or director | 1 | $0 |
| THOMAS C STEWART | TRUSTEE (UNTIL 6/23) Trustee or director | 1 | $0 |
| DAMIAN WILMOT | TRUSTEE Trustee or director | 1 | $0 |
| TYRA A MARIANI | TRUSTEE Trustee or director | 1 | $0 |
| JOHN HALABY | TRUSTEE (AS OF 3/23) Trustee or director | 1 | $0 |
| TODD WILLIAMS | TRUSTEE (AS OF 3/23) Trustee or director | 1 | $0 |
| JACOB PRUITT | PRESIDENT Officer | 40 | $0 |
| DAVID SCOGLIO | TREASURER Officer | 40 | $0 |
| JACOB CLAUSON | SECRETARY Officer | 40 | $0 |
| STEFAN PODVOJSKY | SR. VP, I&P Officer | 40 | $0 |
| RICHELLE TUCKER | ASST. SECRETARY (UNTIL 2/23) Officer | 40 | $0 |
| CINDY GOMEZ | ASST. SECRETARY (AS OF 3/23) Officer | 40 | $0 |
990 for the year ended June 30, 2022: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALFRED E OSBORNE JR | TRUSTEE (UNTIL 3/1/22) Trustee or director | 1 | $0 |
| CATHERINE D'AMATO | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER MCAULIFFE | TRUSTEE Trustee or director | 1 | $0 |
| JOHN MUSE | TRUSTEE Trustee or director | 1 | $0 |
| LEONARD MENDONCA | CHAIR(AS OF 3/1/22)/TRUSTEE Trustee or director | 1 | $0 |
| NANCY ALTOBELLO | TRUSTEE Trustee or director | 1 | $0 |
| ROSIE RIOS | TRUSTEE Trustee or director | 1 | $0 |
| THOMAS C STEWART | TRUSTEE Trustee or director | 1 | $0 |
| DAMIAN WILMOT | TRUSTEE (AS OF 7/23/2021) Trustee or director | 1 | $0 |
| TYRA A MARIANI | TRUSTEE (AS OF 10/27/2021) Trustee or director | 1 | $0 |
| PAMELA NORLEY | PRESIDENT (UNTIL 10/18/21) Officer | 40 | $0 |
| DAVID SCOGLIO | TREASURER Officer | 40 | $0 |
| JACOB CLAUSON | SECRETARY Officer | 40 | $0 |
| STEFAN PODVOJSKY | SR. VP, I&P Officer | 40 | $0 |
| RICHELLE TUCKER | ASST SECRETARY Officer | 40 | $0 |
| JACOB PRUITT | PRESIDENT (AS OF 10/18/21) Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 245 SUMMER ST MZ NM43A, BOSTON, MA 02210-1116
- In care of
- % DAVID SCOGLIO
- Principal officer (990 for 2024)
- JACOB PRUITT, 245 SUMMER STREET MZ NM43A, BOSTON, MA 02210
- Signed the 990
- LEONARD MENDONCA, BOARD CHAIR
- Phone
- (800) 952-4438
- Website
- WWW.FIDELITYCHARITABLE.ORG
- Return prepared by
- PwC US Tax LLP
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
Program accomplishments
- 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 AREAS OF HIGH IMPACT GIVING AND DISASTER RELIEF.Expenses $15,594,895,656 · grants $15,307,491,635
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 11-0303001
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S500)
- Assets (IRS master file)
- $86,270,322,515
- Income (IRS master file)
- $55,365,801,687
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $30,633,210,968 | $15,594,895,656 | $86,270,322,515 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $18,985,204,861 | $12,921,946,074 | $66,787,000,627 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $14,732,623,803 | $10,542,911,354 | $56,657,940,564 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $19,858,151,933 | $11,634,379,981 | $48,314,187,764 | XML |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 11-0303001).
Questions about FIDELITY INVESTMENTS CHARITABLE GIFT FUND
- What is the EIN of FIDELITY INVESTMENTS CHARITABLE GIFT FUND?
- The employer identification number (EIN) of FIDELITY INVESTMENTS CHARITABLE GIFT FUND is 11-0303001.
- Is FIDELITY INVESTMENTS CHARITABLE GIFT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to FIDELITY INVESTMENTS CHARITABLE GIFT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FIDELITY INVESTMENTS CHARITABLE GIFT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FIDELITY INVESTMENTS CHARITABLE GIFT FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FIDELITY INVESTMENTS CHARITABLE GIFT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FIDELITY INVESTMENTS CHARITABLE GIFT FUND?
- The 990 for the year ended June 30, 2025 names JACOB PRUITT.
- Who are the officers and directors of FIDELITY INVESTMENTS CHARITABLE GIFT FUND?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does FIDELITY INVESTMENTS CHARITABLE GIFT FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $30,633,210,968, expenses of $15,594,895,656 and total assets of $86,270,322,515 at year end.
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