Massachusetts · Nonprofit
FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC (Massachusetts) receives grants from 3 organizations whose IRS filings report $1,217,002 to it, the largest being WILLIAM & CAROLE HAUKE CHARITABLE FOUNDATION ($1,141,334). 1 of them have funded it in more than one year.
- Revenue FY2025
- $1.2M
- Funders on record
- 3
- Grants received
- $1.2M
- Net assets
- $1.2M
What Fidelity Investments Charitable Gift Fund Inc does
Mission
Fidelity Investments Charitable Gift Fund Inc ("the corporation") provides support to the fidelity investments charitable gift fund ("the gift fund") by making grants or other payments to or for the use of the gift fund; providing grants to individuals for travel, study, or other purposes, provided that such support is provided to individual members of the charitable class benefited by the gift fund; cooperating with other charitable organizations whether local, national, or international, for any of the foregoing purposes; and conducting any other activities that may be necessary, useful, or desirable for the furtherance or accomplishment of the foregoing purposes, provided that those activities would not endanger the corporation's not-for-profit or tax-exempt status.
As stated on its FY2025 Form 990.
Program
None
$0 spent
The program described on its FY2024 Form 990. Program spending in total: $0.
The organization over time
Each line starts at 100 in 2024, so what you read is the shape rather than the size: 150 means half as much again as 2024, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars.
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.
100% of FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC’s revenue is contributions — more reliant on donations than three-quarters of its peers (82% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 2 reported years ran a deficit.
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
Leonard Mendonca
Chair/director
As listed on its FY2025 Form 990.
Who funds it, year by year
Grant support over time, funder by funder — shade shows the grant size each year.
2 of 3 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 6% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC’s funders (the co-funder graph). 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.
How concentrated its funding is
FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC leans on a few funders — its largest provides 94% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. 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
FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC draws 100% of its grant income from funders outside Massachusetts, across 1 state in all.
Funder states come from each funder’s own filing. $76k arriving through sponsors registered in 2 states is 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.
Against its field
FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC receives grants from 3 organizations whose IRS filings report $1.2M to it.
this organization peer median middle 50% of peers· 1,504 philanthropy nonprofits $1M–$10M, FY2025
Organizations like FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Massachusetts
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
0% of spending goes to programs.
Governance
Footprint & structure
Files a return copy in 39 states
Part of a family of 21 related entities
- 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
- Apollo Projects Spv-B LP · partnership
Screen this organization
A dated, signed PDF of the compliance screen for FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC: 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.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC (Massachusetts) receives grants from 3 organizations whose IRS filings report $1,217,002 to it, the largest being WILLIAM & CAROLE HAUKE CHARITABLE FOUNDATION ($1,141,334). 1 of them have funded it in more than one year.
- How many funders does FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC have?
- IRS filings report 3 organizations giving $1,217,002 in grants to FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC, 1 of which have funded it in more than one year.
- Who is the largest funder of FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC?
- WILLIAM & CAROLE HAUKE CHARITABLE FOUNDATION is the largest funder on record, with $1,141,334 in grants. The full list of funders is on this page.
- How can an organization like FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC 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.
Play a game about who funds Fidelity Investments Charitable Gift →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2024–2025), and the filings of 3 funders 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 October 14, 2026. What this page cannot tell you · view filing