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FIDELITY INVESTMENTS CHARITABLE GIFT FUND

Form 990Tax year 2022EIN 11-0303001501(c)(3)
Filed May 15, 2024 · period ending Jun 30, 2023
IRS record
End-of-year assets

$56,657,940,564

Net assets $55,899,387,787

Total revenue

$14,732,623,803

Expenses $10,542,911,354

Officer compensation

$0

17 listed · 0 paid

Contractors listed

5

45 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$12,623,545,644
Program service revenue$0
Investment income$2,109,078,159
Total revenue$14,732,623,803
Grants paid$10,356,741,867
Salaries and benefits$0
Officer compensation$0
Total expenses$10,542,911,354
Investment management fees$53,687,639
Legal fees$15,246
Accounting fees$1,293,615
Other fees for services$0
Beginning assets$48,314,187,764
Ending assets$56,657,940,564
Liabilities$758,552,777
Net assets$55,899,387,787
Publicly traded securities$47,599,088,885
Other securities$6,406,902,948
Independent contractors
Compensation by contractor
  • FMR LLC$127M
  • ICONIQ CAPITAL$6M
  • JORDAN PARK$4M
  • PWC US TAX LLP$1M
  • WILLIAM BLAIR CO LLC$1M
Part VII Section B · highest paid
Independent contractors
5
ContractorServicesLocationCompensation
FMR LLCADMIN & INV MGMT SVCBOSTON, MA$127,446,866
ICONIQ CAPITALINVEST MANAGEMENTSAN FRANCISCO, CA$6,040,362
JORDAN PARKINVEST MANAGEMENTSAN FRANCISCO, CA$4,022,146
PWC US TAX LLPAUDIT & TAX SERVICESBOSTON, MA$1,314,194
WILLIAM BLAIR CO LLCINVEST. MANAGEMENTCHICAGO, IL$1,118,066
Part VII Section A
Officers, directors and key employees
17
NameRoleHours / weekCompensationFrom related orgsOther
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/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 (UNTIL 6/23)
Trustee or director1$0$0$0
DAMIAN WILMOTTRUSTEE
Trustee or director1$0$0$0
TYRA A MARIANITRUSTEE
Trustee or director1$0$0$0
JOHN HALABYTRUSTEE (AS OF 3/23)
Trustee or director1$0$0$0
TODD WILLIAMSTRUSTEE (AS OF 3/23)
Trustee or director1$0$0$0
JACOB PRUITTPRESIDENT
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 (UNTIL 2/23)
Officer40$0$0$0
CINDY GOMEZASST. SECRETARY (AS OF 3/23)
Officer40$0$0$0