Fidelity Investments Charitable Gift Fund
Boston, Massachusetts
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Above Average
How This Organization Compares
Compared to 2 peers in Community Improvement & Capacity Building with >$1B revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $14,732,623,803↓26% | $10,542,911,354↓9% | $56,657,940,564↑17% | — |
| 2022 | $19,858,151,933↑7% | $11,634,379,981↑14% | $48,314,187,764↓3% | — |
| 2021 | $18,558,596,882↑51% | $10,215,226,599↑37% | $49,738,032,591↑41% | — |
| 2020 | $12,252,844,500↑23% | $7,447,268,345↑21% | $35,369,008,813↑14% | — |
| 2019 | $9,936,953,867↓1% | $6,164,989,844↑26% | $31,090,336,744↑15% | — |
| 2018 | $10,031,882,956↑36% | $4,883,801,649↑27% | $27,028,513,842↑27% | — |
| 2017 | $7,357,429,096↑54% | $3,834,825,046↑17% | $21,223,553,156↑32% | — |
| 2016 | $4,780,943,595↓11% | $3,273,269,905↑13% | $16,092,079,593↑5% | — |
| 2015 | $5,393,562,395↑23% | $2,904,271,461↑29% | $15,343,987,929↑15% | — |
| 2014 | $4,372,777,340↑110726% | $2,259,456,041↑23% | $13,298,110,452↑29% | — |
| 2013 | $3,945,615↓100% | $1,835,912,221↑40% | $10,282,142,229↑35% | — |
| 2012 | $3,538,067,424↑89% | $1,310,388,395↑3% | $7,618,716,882↑36% | — |
| 2011 | $1,874,887,580 | $1,275,762,649 | $5,615,146,363 | — |
Frequently Asked Questions
What does Fidelity Investments Charitable Gift Fund do?▼
Fidelity Investments Charitable Gift Fund is a community improvement & capacity building nonprofit organization based in Massachusetts. It is classified under NTEE code S500 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Fidelity Investments Charitable Gift Fund financially healthy?▼
Based on our 9-metric Financial Health Score model, Fidelity Investments Charitable Gift Fund has a score of 63/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Fidelity Investments Charitable Gift Fund generate?▼
Fidelity Investments Charitable Gift Fund reports $19.0B in annual revenue and holds $66.8B in total assets, based on IRS filings.
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