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FIDELITY INVESTMENTS CHARITABLE GIFT FUND

Form 990Tax year 2021EIN 11-0303001501(c)(3)Amended
Filed Feb 14, 2024 · period ending Jun 30, 2022
IRS record
End-of-year assets

$48,314,187,764

Net assets $48,093,847,197

Total revenue

$19,858,151,933

Expenses $11,634,379,981

Officer compensation

$0

16 listed · 0 paid

Contractors listed

5

57 paid over $100K

Organization
Legal name
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
Website
www.fidelitycharitable.org
Principal officer
JACOB PRUITT
Phone
8009524438
Formed
1990
State of domicile
MA
Employees
0
Volunteers
0
Address
245 Summer Street MZ NM43A · BOSTON, MA, 02210
Mission
SEE SCHEDULE O
Financial activity
Contributions$15,196,581,675
Program service revenue$0
Investment income$4,661,570,258
Total revenue$19,858,151,933
Grants paid$11,443,494,670
Salaries and benefits$0
Officer compensation$0
Total expenses$11,634,379,981
Investment management fees$56,692,887
Legal fees$164,287
Accounting fees$1,241,013
Other fees for services$0
Beginning assets$49,738,032,591
Ending assets$48,314,187,764
Liabilities$220,340,567
Net assets$48,093,847,197
Publicly traded securities$40,553,817,327
Other securities$5,437,215,008
Independent contractors
Compensation by contractor
  • FMR LLC$122M
  • UBS FINANCIAL SERVICES$8M
  • JORDAN PARK$6M
  • ICONIQ CAPITAL$4M
  • MORGAN STANLEY WEALTH MANAGEMENT$2M
Part VII Section B · highest paid
Independent contractors
5
ContractorServicesLocationCompensation
FMR LLCADMIN & INV MGMT SVCBOSTON, MA$121,614,046
UBS FINANCIAL SERVICESINVEST. MANAGEMENTWEEHAWKEN, NJ$7,854,858
JORDAN PARKINVEST. MANAGEMENTSAN FRANCISCO, CA$5,588,597
ICONIQ CAPITALINVEST. MANAGEMENTSAN FRANCISCO, CA$4,418,966
MORGAN STANLEY WEALTH MANAGEMENTINVEST. MANAGEMENTNEW YORK, NY$1,976,757
Part VII Section A
Officers, directors and key employees
16
NameRoleHours / weekCompensationFrom related orgsOther
ALFRED E OSBORNE JRTRUSTEE (UNTIL 3/1/22)
Trustee or director1$0$0$0
CATHERINE D'AMATOTRUSTEE
Trustee or director1$0$0$0
JENNIFER MCAULIFFETRUSTEE
Trustee or director1$0$0$0
JOHN MUSETRUSTEE
Trustee or director1$0$0$0
LEONARD MENDONCACHAIR(AS OF 3/1/22)/TRUSTEE
Trustee or director1$0$0$0
NANCY ALTOBELLOTRUSTEE
Trustee or director1$0$0$0
ROSIE RIOSTRUSTEE
Trustee or director1$0$0$0
THOMAS C STEWARTTRUSTEE
Trustee or director1$0$0$0
DAMIAN WILMOTTRUSTEE (AS OF 7/23/2021)
Trustee or director1$0$0$0
TYRA A MARIANITRUSTEE (AS OF 10/27/2021)
Trustee or director1$0$0$0
PAMELA NORLEYPRESIDENT (UNTIL 10/18/21)
Officer40$0$0$0
DAVID SCOGLIOTREASURER
Officer40$0$0$0
JACOB CLAUSONSECRETARY
Officer40$0$0$0
STEFAN PODVOJSKYSR. VP, I&P
Officer40$0$0$0
RICHELLE TUCKERASST SECRETARY
Officer40$0$0$0
JACOB PRUITTPRESIDENT (AS OF 10/18/21)
Officer40$0$0$0