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Funder profile

Fidelity Investments Charitable Gift Fund

Private foundation MAEIN 11-0303001

Fidelity Investments Charitable Gift Fund is a private foundation based in MA (EIN 11-0303001). Its most recent IRS Form 990-PF filing reports about $10.0B in grants paid across 65,437 awards in 2021. Its largest giving areas are Education, Healthcare, Community Development. This profile is built from public 990-PF giving history — it reflects what the funder has actually funded, not an open call for proposals.

$10.0B
Grants paid (FY2021)
65,437
Grants awarded
$153K
Avg grant
$21K
Median grant
EducationHealthcareCommunity DevelopmentArts CultureHuman ServicesEnvironment

Funding capacity & financials (FY2021)

From Fidelity Investments Charitable Gift Fund's IRS Form 990. Assets show capacity; the giving rate shows how actively they deploy it (a private foundation must pay out ~5%/yr) — useful for sizing your ask.

$48.3B
Total assets (capacity)
21% of assets
Annual giving rate
$19.9B
Total revenue

Leadership & board

Officers, directors & key staff from Fidelity Investments Charitable Gift Fund's IRS Form 990 (Part VII).

Alfred E Osborne Jr
TRUSTEE (UNTIL 3/1/22)
Catherine D'Amato
TRUSTEE
Jennifer Mcauliffe
TRUSTEE
John Muse
TRUSTEE
Leonard Mendonca
CHAIR(AS OF 3/1/22)/TRUSTEE
Nancy Altobello
TRUSTEE
Rosie Rios
TRUSTEE
Thomas C Stewart
TRUSTEE
Damian Wilmot
TRUSTEE (AS OF 7/23/2021)
Tyra A Mariani
TRUSTEE (AS OF 10/27/2021)
Pamela Norley
PRESIDENT (UNTIL 10/18/21)
David Scoglio
TREASURER

Who does the Fidelity Investments Charitable Gift Fund fund?

The Fidelity Investments Charitable Gift Fund is a private foundation that awards grants nationally (and, in some cases, internationally). According to its most recent IRS Form 990-PF filing (FY2021), it paid about $10.0B across 65,437 grants, concentrated in Education, Healthcare, Community Development and Arts Culture.

What types of organizations does the Fidelity Investments Charitable Gift Fund fund?

The Fidelity Investments Charitable Gift Fund's recent grants went to nonprofits and institutions working in Education, Healthcare, Community Development and Arts Culture. Recent recipients include National Philanthropic Tr, Schwab Charitable Fund, The Church Of Jesus Christ Of Latter-Day Saints. Because giving is reported in aggregate on the 990-PF, the best signal of fit is the funder's giving history below.

How much does the Fidelity Investments Charitable Gift Fund give, and what is a typical grant?

In FY2021, the Fidelity Investments Charitable Gift Fund awarded about $10.0B across 65,437 grants — an average grant of about $153K and a median of about $21K.

Where does the Fidelity Investments Charitable Gift Fund award grants?

The Fidelity Investments Charitable Gift Fund awards grants nationally (and, in some cases, internationally), based on the locations of the recipient organizations in its 990-PF giving records.

Does the Fidelity Investments Charitable Gift Fund accept unsolicited grant applications?

Like most private foundations, the Fidelity Investments Charitable Gift Fund generally does not publish an open application cycle — many fund by invitation or through existing relationships. This profile reflects the funder's giving history from public IRS Form 990-PF filings, not an open call for proposals. Always confirm the Fidelity Investments Charitable Gift Fund's current guidelines before reaching out.

Who are recent Fidelity Investments Charitable Gift Fund grant recipients?

Recent Fidelity Investments Charitable Gift Fund grant recipients include National Philanthropic Tr ($308M); Schwab Charitable Fund ($235M); The Church Of Jesus Christ Of Latter-Day Saints ($195M); Goldman Sachs Philanthropy Fund ($104M); Massachusetts Institute Of Technology ($87M); Planned Parenthood Federation Of America INC ($82M). The full recipient list and giving history are available on GrantSonar.

Example Fidelity Investments Charitable Gift Fund grant recipients

A sample from the funder's 990-PF giving records. The full list is on GrantSonar.

National Philanthropic TrPA$308M
Schwab Charitable FundFL$235M
The Church Of Jesus Christ Of Latter-Day SaintsUT$195M
Goldman Sachs Philanthropy FundNY$104M
Massachusetts Institute Of TechnologyMA$87M
Planned Parenthood Federation Of America INCNY$82M
New Venture FundDC$82M
President And Fellows Of Harvard CollegeMA$61M

Based on the Fidelity Investments Charitable Gift Fund's public IRS Form 990-PF filings (most recent: FY2021). 990 data reflects giving history and typically lags 1–2 years; it is not an open call for proposals. Always confirm the funder's current guidelines before applying.

Built from 236,000+ U.S. grantmaking foundations and 4.6 million itemized grant records in public IRS Form 990 / 990-PF filings (135,000+ funders with itemized giving history).

See if the Fidelity Investments Charitable Gift Fund fits your organization

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