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Massachusetts · Nonprofit

FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE

FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE (Massachusetts) receives grants from 8 organizations whose IRS filings report $33,018,796 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($18,532,975). 4 of them have funded it in more than one year, and 89% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly. FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.

$61M
Revenue FY2024
8
Funders on record
$33M
Grants received
$112M
Net assets
4/8 repeat funders

Hosts funds for others

FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE 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 programFIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE 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

$135M

Recipients

567

Contributions on record

$33M

Donors on record

8

Payments out run 4.1x 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 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended.

100 = 20202020 Revenue 100 ($20M) Expenses 100 ($5.3M) Net assets 100 ($21M)2021 Revenue 527 ($104M) Expenses 137 ($7.3M) Net assets 555 ($117M)2022 Revenue 185 ($36M) Expenses 551 ($29M) Net assets 545 ($115M)2023 Revenue 267 ($52M) Expenses 968 ($52M) Net assets 514 ($109M)2024 Revenue 311 ($61M) Expenses 1087 ($58M) Net assets 530 ($112M)
20202021202220232024
Revenue (311)Expenses (1087)Net assets (530)

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.

2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 5 reported years ran a deficit.

$14M
20
$96M
21
$7.1M
22
$907k
23
$3.2M
24
3.3
months of
reserve
02Who funds it

Who funds it, year by year

2019 → 2023: the base broadened from 1 funder to 4 funders, grant income rose $209k → $4.2M.

7 of 8 of your funders are donor-advised or pass-through sponsors (tagged DAF)89% 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 FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE’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.

Where its funders are

89% of FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE'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 $3.7M that is directly attributable, 100% of it comes from Massachusetts funders.

MA

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

21
22
23
Massachusetts out of state home

Funder states come from each funder’s own filing. $29M arriving through sponsors registered in 6 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 8 funders put you under-funded 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

99% of spending goes to programs.

Program 99%Management 1%Fundraising 0%

Governance

4
board members
100%
independent
Conflict-of-interest policyWhistleblower policyDocument retentionBoard reviewed the 990Audited financials

Public support

46%

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

Footprint & structure

Files a return copy in 28 states

NH
MN
IL
WI
MI
NY
MA
OR
PA
NJ
RI
CA
UT
KY
WV
VA
MD
NM
KS
AR
TN
NC
SC
HI
MS
AL
GA
FL

Screen this organization

A dated, signed PDF of the compliance screen for FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE: 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 FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE?
FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE (Massachusetts) receives grants from 8 organizations whose IRS filings report $33,018,796 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($18,532,975). 4 of them have funded it in more than one year, and 89% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly. FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE 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 FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE have?
IRS filings report 8 organizations giving $33,018,796 in grants to FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE, 4 of which have funded it in more than one year.
Who is the largest funder of FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $18,532,975 in grants. The full list of funders is on this page.
How can an organization like FIDUCIARY CHARITABLE FOUNDATION DBA FIDUCIARY TRUST CHARITABLE 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 FY2024 (financials across 2020–2024), and the filings of 8funders 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