#2 of 500 · Foundation / Grantmaker / DAF

Fidelity Investments Charitable Gift Fund

EIN 11-0303001 · MA · NTEE S500 · Form 990, fiscal 2023

An independent 501(c)(3) public charity based in Massachusetts and established in 1991. It is one of the nation's largest grantmakers and sponsors of donor-advised funds. Through its Giving Account, individual and corporate donors contribute cash, securities, and other assets, receive an immediate tax deduction, and recommend grants over time to qualified charities across the United States.

Financials, fiscal 2023

Revenue

$14.73B

Expenses

$10.54B

Total assets

$56.66B

Net assets

$55.90B

Operating margin

28.4%

1-year growth

-25.8%

5-year growth (CAGR)

10.3%

Reserve (years of spending)

63.6

Contributions share

85.7%

Programme spending

0.0%

Fundraising cost

0.0%

Executive pay share

0.00%

Employees

n/a

Revenue per employee

n/a

Grants paid

$10.31B

Years filing

32

NFP Health Score: 83 / 100

Financial 70 · Governance 100 · Operational 90. The score is built from Form 990 line items only. It cannot measure how well an organisation delivers its mission.

Mission

To grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Revenue history