FIDELITY INVESTMENTS CHARITABLE GIFT FUND
245 SUMMER ST MZ NM43A, BOSTON, MA · IRS data through FY2025
Revenue, expenses and net assets
Revenue Expenses Net assets
| Tax year | Revenue | Expenses | Net assets |
|---|---|---|---|
| FY2025 | $30,633,210,968 | $15,594,895,656 | $85,862,738,605 |
| FY2024 | $18,985,204,861 | $12,921,946,074 | $66,543,007,630 |
| FY2023 | $14,732,623,803 | $10,542,911,354 | $55,899,387,787 |
| FY2022 | $19,858,151,933 | $11,634,379,981 | $48,093,847,197 |
| FY2021 | $18,558,596,882 | $10,215,226,599 | $49,563,327,188 |
| FY2020 | $12,252,844,500 | $7,447,268,345 | $35,231,017,002 |
| FY2019 | $9,936,953,867 | $6,164,989,844 | $30,976,730,408 |
| FY2018 | $10,031,882,956 | $4,883,801,649 | $26,942,973,355 |
| FY2017 | $7,357,429,096 | $3,834,825,046 | $21,125,594,446 |
| FY2016 | $4,780,943,595 | $3,273,269,905 | $16,015,824,008 |
| FY2015 | $5,393,562,395 | $2,904,271,461 | $15,256,384,569 |
| FY2014 | $4,372,777,340 | $2,259,456,041 | $13,205,223,338 |
| FY2013 | $3,945,615 | $1,835,912,221 | $10,252,783,711 |
| FY2012 | $3,538,067,424 | $1,310,388,395 | $7,589,485,135 |
Where the revenue came from
| Source | Amount | % of revenue |
|---|---|---|
| Contributions & grants | $26,467,716,241 | 100% |
| Program service revenue | $0 | 0% |
Where the money was spent
| Category | Amount | % of expenses |
|---|---|---|
| Program services | $15,594,895,656 | 100% |
| Management & general | $0 | 0% |
| Fundraising | $0 | 0% |
What the numbers show
- Contributions & grants made up 100% of total revenue in FY2025.
- Program services accounted for 100% of functional expenses, management & general 0%, and fundraising 0%.
- 100% of functional expenses went to program services in FY2025. That is higher than 100% of 23 Community Improvement & Capacity Building organizations in MA.
- Net assets covered about 66.1 months of expenses at the end of the reporting year. That puts it in the 84th percentile among 677 Community Improvement & Capacity Building organizations in MA.
- Total revenue was higher than 100.1% of 688 Community Improvement & Capacity Building organizations in MA.
- Total revenue rose from $3,538,067,424 in FY2012 to $30,633,210,968 in FY2025, Revenue increased in 9 and decreased in 4 of 13 year-over-year comparisons.
- Expenses exceeded revenue in 1 of 14 reported years (FY2013).
- Net assets grew from $7,589,485,135 to $85,862,738,605 between FY2012 and FY2025.
- Contributions and grants made up 93% of revenue in FY2012 and 86% in FY2025.
- Donations are generally tax-deductible (public charity).
Figures compared against other organizations of the same NTEE program area in the same state. See the methodology page for how these are calculated and the guide to reading nonprofit financials for their limits.
About this organization
IRS status
| Ruling year | 1991 |
| Subsection | 501(c)(3) |
| Classification | Public charity |
| Program area (NTEE) | S500 — Community Improvement & Capacity Building |
| Donations | Donations are generally tax-deductible (public charity). |
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Source: Internal Revenue Service — Exempt Organizations Business Master File (downloaded September 20, 2026), Statistics of Income extracts, Form 990 e-file data, Publication 78 and the Automatic Revocation list. Figures are as reported by the organization; IRS processing may adjust them. This is not a charity rating and not tax advice. Confirm deductibility in IRS Tax Exempt Organization Search.
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