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Massachusetts · Nonprofit

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

FIDELITY INVESTMENTS CHARITABLE GIFT FUND (Massachusetts) receives grants from 1368 organizations whose IRS filings report $9,692,715,133 to it, the largest being Silicon Valley Community Foundation ($1,822,364,720). 667 of them have funded it in more than one year, and 67% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly. FIDELITY INVESTMENTS CHARITABLE GIFT FUND administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.

$30.6B
Revenue FY2025
1,368
Funders on record
$9.7B
Grants received
$85.9B
Net assets
667/1368 repeat funders

Hosts funds for others

FIDELITY INVESTMENTS CHARITABLE GIFT FUND administers funds on behalf of other donors. The grants recorded as coming in are contributions into those funds, so they count custody rather than support for a programFIDELITY INVESTMENTS CHARITABLE GIFT FUND runs itself. This page therefore states the flows and does not draw the comparisons it would draw for an operating charity: concentration, funder retention, grant dependency and the peer field are all left out, because each of them would read a vehicle as if it were a program.

Paid out

$76.1B

Recipients

146,716

Contributions on record

$10.1B

Donors on record

1,395

Payments out run 7.5x the contributions on record, which says the incoming side is incomplete rather than that the vehicle is unusually busy: most donors to a fund like this are individuals, who file no return for us to read.

Three funders worth looking at

Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.

See all 12 prospects and why each one surfaced →
01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($7.4B) Expenses 100 ($3.8B) Net assets 100 ($21.1B)2018 Revenue 136 ($10.0B) Expenses 127 ($4.9B) Net assets 128 ($26.9B)2019 Revenue 135 ($9.9B) Expenses 161 ($6.2B) Net assets 147 ($31.0B)2020 Revenue 167 ($12.3B) Expenses 194 ($7.4B) Net assets 167 ($35.2B)2021 Revenue 252 ($18.6B) Expenses 266 ($10.2B) Net assets 235 ($49.6B)2022 Revenue 270 ($19.9B) Expenses 303 ($11.6B) Net assets 228 ($48.1B)2023 Revenue 200 ($14.7B) Expenses 275 ($10.5B) Net assets 265 ($55.9B)2024 Revenue 258 ($19.0B) Expenses 337 ($12.9B) Net assets 315 ($66.5B)2025 Revenue 416 ($30.6B) Expenses 407 ($15.6B) Net assets 406 ($85.9B)
'17'18'19'20'21'22'23'24'25
Revenue (416)Expenses (407)Net assets (406)

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 9 reported years ran a deficit.

$3.5B
17
$5.1B
18
$3.8B
19
$4.8B
20
$8.3B
21
$8.2B
22
$4.2B
23
$6.1B
24
$15.0B
25
3.5
months of
reserve
02Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 239 funders to 482 funders, grant income rose $916M → $1.2B.

255 of 1368 of your funders are donor-advised or pass-through sponsors (tagged DAF)67% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $358M from 14 payers (an institutional transfer, not a grant programme, largest Point Reyes Foundation Inc); $1.8M from one payer (the payer's own filing calls it a related party, largest Greenwald Family Foundation Inc). These are real filings, and they are not money FIDELITY INVESTMENTS CHARITABLE GIFT FUND raised.

From the IRS filings of FIDELITY INVESTMENTS CHARITABLE GIFT FUND’s funders (the co-funder graph). Top 30 of 1368 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

67% of FIDELITY INVESTMENTS CHARITABLE GIFT FUND's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $3.2B that is directly attributable, 91% of it comes from funders outside Massachusetts, across 46 states.

ME
VT
NH
WA
MT
MN
IL
WI
MI
NY
MA
OR
NV
WY
IA
IN
OH
PA
NJ
CT
RI
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
AZ
NM
KS
AR
TN
NC
SC
DC
HI
OK
LA
MS
GA
TX
FL

In-state vs out-of-state, by year

17
18
19
20
21
22
23
Massachusetts out of state home

Funder states come from each funder’s own filing. $6.5B arriving through sponsors registered in 45 statesis excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

03Its place in the field

Funders to approach

Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first. Your 1368 funders put you well-backed among the 400 organizations that share them.

From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.

04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

100% of spending goes to programs.

Program 100%Management 0%Fundraising 0%

Governance

9
board members
89%
independent
Conflict-of-interest policyWhistleblower policyDocument retentionBoard reviewed the 990Audited financials

Public support

84%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 39 states

AK
ME
NH
WA
ND
MN
IL
WI
MI
NY
MA
OR
NV
OH
PA
NJ
CT
RI
CA
UT
CO
KY
WV
VA
MD
AZ
NM
KS
AR
TN
NC
SC
DC
HI
OK
MS
AL
GA
FL

Part of a family of 22 related entities

  • 02210 LLC · disregarded
  • Fidelity Investments Charitable Gift Fnd · exempt
  • Glide Path Solutions Te 2020 LP · partnership
  • Iconiq Glide Path Solutions Te 2022 LP · partnership
  • Rivet Health Spv I LP · partnership

Screen this organization

A dated, signed PDF of the compliance screen for FIDELITY INVESTMENTS CHARITABLE GIFT FUND: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND (Massachusetts) receives grants from 1368 organizations whose IRS filings report $9,692,715,133 to it, the largest being Silicon Valley Community Foundation ($1,822,364,720). 667 of them have funded it in more than one year, and 67% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly. FIDELITY INVESTMENTS CHARITABLE GIFT FUND administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.
How many funders does FIDELITY INVESTMENTS CHARITABLE GIFT FUND have?
IRS filings report 1368 organizations giving $9,692,715,133 in grants to FIDELITY INVESTMENTS CHARITABLE GIFT FUND, 667 of which have funded it in more than one year.
Who is the largest funder of FIDELITY INVESTMENTS CHARITABLE GIFT FUND?
Silicon Valley Community Foundation is the largest funder on record, with $1,822,364,720 in grants. The full list of funders is on this page.
How can an organization like FIDELITY INVESTMENTS CHARITABLE GIFT FUND find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1368funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported August 27, 2026. What this page cannot tell you · view filing