Nonprofit · EIN 22-3195349
FIDELITY NON-PROFIT MANAGEMENT FOUNDATION
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $258,852,289 | $141,749,569 | $117,102,720 | $2,566,528,357 | $0 | $2,566,528,357 |
| December 31, 2023 | 990 | $279,618,620 | $102,992,015 | $176,626,605 | $2,449,324,409 | $0 | $2,449,324,409 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $22,641,202
- Program service revenue
- $0
- Investment income
- $236,211,087
- Net gain from sales of assets
- $172,720,104
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $135,199,000
- Compensation of officers, directors and key employees
- $1,350,420
- Other salaries and wages
- $2,829,267
- Salaries, compensation and benefits (total)
- $5,616,000
- Professional fundraising fees
- $0
- Legal fees
- $57,280
- Accounting fees
- $41,362
- Travel
- $147,945
- Program services (functional)
- $141,195,963
- Management and general (functional)
- $553,606
Balance sheet and other
- Total assets, start of year
- $2,449,324,409
- Total assets, end of year
- $2,566,528,357
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,566,528,357
- Publicly traded securities
- $2,383,487,979
- Net assets without donor restrictions
- $2,566,528,357
- Gross receipts
- $1,029,506,044
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1992
- State of legal domicile
- DE
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MAURA MARX | PRESIDENT Officer | 21 | $558,414 | $0 | $32,333 |
| SUSAN HOCKFIELD | DIRECTOR Trustee or director | 2.5 | $25,000 | $465,373 | $0 |
| LARA BETHKE | PROGRAM DIRECTOR, MEDICAL SCIENCE Highest-paid employee | 37 | $370,042 | $0 | $2,923 |
| CAROLINE NOLAN | PROGRAM DIRECTOR, EDUCATION Highest-paid employee | 32 | $257,845 | $0 | $53,997 |
| LISA BEVILAQUA | PROGRAM DIRECTOR, ARTS & CULTURE Highest-paid employee | 30 | $245,710 | $0 | $44,543 |
| BARBARA SULLIVAN | VP, INSIGHTS & IMPACT Highest-paid employee | 22 | $244,770 | $0 | $33,958 |
| NATACHA PERROTTA | VP, PROGRAMS Highest-paid employee | 21 | $258,063 | $0 | $10,573 |
| LYDIA BERGEN | VP, OPERATIONS Key employee | 21 | $231,609 | $0 | $33,383 |
| DANIEL M ARDITO | TREASURER Officer | 16 | $184,924 | $0 | $33,559 |
| KEVIN SAUNDERS | ASST SECRETARY Officer | 17 | $165,817 | $0 | $35,381 |
| JOHN PALFREY | DIRECTOR Trustee or director | 2.5 | $25,000 | $20,000 | $0 |
| ROBERT A RADLOFF | DIRECTOR & VP Trustee or director, Officer | 2.5 | $25,000 | $0 | $0 |
| EDWARD C JOHNSON IV | DIRECTOR & CHAIRMAN Trustee or director, Officer | 2.5 | $0 | $0 | $0 |
| ELIZABETH L JOHNSON | DIRECTOR Trustee or director | 2.5 | $0 | $0 | $0 |
| CHRISTOPHER J MCKOWN | SECRETARY Officer | 2.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MAURA MARX | PRESIDENT Officer | 21 | $513,975 | $0 | $14,993 |
| SUSAN HOCKFIELD | DIRECTOR Trustee or director | 5 | $25,000 | $447,785 | $0 |
| CAROLINE NOLAN | PROGRAM DIRECTOR Highest-paid employee | 32 | $230,784 | $0 | $48,631 |
| LYDIA BERGEN | VP, OPERATIONS Key employee | 21 | $214,045 | $0 | $31,470 |
| CANDACE TEBBENKAMP | SR PROG OFFICER, MEDICAL SCI&HEALTH Highest-paid employee | 36 | $204,553 | $0 | $40,343 |
| GLORIA LOPEZ | SR PROGRAM OFFICER, EDUCATION Highest-paid employee | 32 | $208,213 | $0 | $6,929 |
| KEVIN SAUNDERS | ASST SECRETARY Officer | 19 | $176,085 | $0 | $37,866 |
| KEVIN DA SILVA | DIR, MEDICAL SCIENCE & HEALTH Highest-paid employee | 36 | $190,483 | $0 | $8,862 |
| DANIEL M ARDITO | TREASURER Officer | 16 | $163,380 | $0 | $33,172 |
| LISA BEVILAQUA | PROGRAM DIRECTOR, ARTS & CULTURE Highest-paid employee | 21 | $171,942 | $0 | $11,418 |
| JOHN PALFREY | DIRECTOR (AS OF 3/2023) Trustee or director | 5 | $25,000 | $20,000 | $0 |
| ROBERT A RADLOFF | DIRECTOR & VP Trustee or director, Officer | 5 | $25,000 | $0 | $0 |
| EDWARD C JOHNSON IV | DIRECTOR & CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| ELIZABETH L JOHNSON | DIRECTOR (AS OF 11/2023) Trustee or director | 5 | $0 | $0 | $0 |
| ELIZABETH B JOHNSON | DIRECTOR (THRU 11/2023) Trustee or director | 5 | $0 | $0 | $0 |
| CHRISTOPHER J MCKOWN | SECRETARY Officer | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7 WATER STREET, BOSTON, MA 02109-4100
- Principal officer (990 for 2024)
- MAURA MARX, 7 WATER STREET, BOSTON, MA 02109
- Signed the 990
- DANIEL ARDITO, TREASURER
- Phone
- (617) 646-7418
- Return prepared by
- GRANT THORNTON ADVISORS LLC
Mission
MAKING GRANTS AND CONDUCTING SUPPORTING ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM ONE OR MORE OF THE FUNCTIONS OF, OR TO CARRY OUT ONE OR MORE OF THE PURPOSES OF, SUPPORTED ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) (CONTINUED ON SCHEDULE O)AND 509(A)(1) OR (2) OF THE CODE THAT CONDUCT ACTIVITIES IN ARTS AND CULTURE, EDUCATION, OR MEDICAL RESEARCH AND HEALTHCARE, WITH EMPHASIS ON ENCOURAGING THE HIGHEST STANDARDS OF NON-PROFIT MANAGEMENT.
Program accomplishments
- GRANT MAKING TO SUPPORT ARTS AND CULTURE, EDUCATION, MEDICAL RESEARCH AND HEALTHCARE, WITH EMPHASIS ON ENCOURAGING THE HIGHEST STANDARDS OF NON-PROFIT MANAGEMENT.Expenses $141,195,963 · grants $135,199,000
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 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 22-3195349
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S500)
- Assets (IRS master file)
- $2,566,528,357
- Income (IRS master file)
- $1,029,506,044
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $258,852,289 | $141,749,569 | $2,566,528,357 | IRS |
| 990 | December 2023 | $279,618,620 | $102,992,015 | $2,449,324,409 | XML |
| 990 | December 2022 | $137,942,315 | $103,419,151 | $2,272,862,889 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 22-3195349).
Questions about FIDELITY NON-PROFIT MANAGEMENT FOUNDATION
- What is the EIN of FIDELITY NON-PROFIT MANAGEMENT FOUNDATION?
- The employer identification number (EIN) of FIDELITY NON-PROFIT MANAGEMENT FOUNDATION is 22-3195349.
- Is FIDELITY NON-PROFIT MANAGEMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to FIDELITY NON-PROFIT MANAGEMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does FIDELITY NON-PROFIT MANAGEMENT FOUNDATION 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 NON-PROFIT MANAGEMENT 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 NON-PROFIT MANAGEMENT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FIDELITY NON-PROFIT MANAGEMENT FOUNDATION?
- The 990 for the year ended December 31, 2024 names MAURA MARX.
- Who are the officers and directors of FIDELITY NON-PROFIT MANAGEMENT FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 15 people; 12 received compensation from the organization, the highest $558,414 (MAURA MARX, PRESIDENT).
- How much revenue does FIDELITY NON-PROFIT MANAGEMENT FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $258,852,289, expenses of $141,749,569 and total assets of $2,566,528,357 at year end.
Other nonprofits in BOSTON
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND EIN 11-0303001 · last filed 990 for 2025
- THIRD SECTOR NEW ENGLAND INC EIN 04-2261109 · last filed 990 for 2025
- THE BRIDGESPAN GROUP INC EIN 31-1625487 · last filed 990 for 2024
- NEW PROFIT INC EIN 04-3396766 · last filed 990 for 2025
- HOMESTART INC EIN 04-3311270 · last filed 990 for 2025
- GREENLIGHT FUND INC EIN 20-0407083 · last filed 990 for 2024
- FSG INC EIN 20-2776974 · last filed 990 for 2024
- THE FUND FOR PARKS AND RECREATION IN BOSTON EIN 04-2784811 · last filed 990 for 2025
All nonprofits in BOSTON · Massachusetts · Community improvement and capacity building