Charities United States Community Development Fidelity Investments Charitable Gift Fund
Fidelity Investments Charitable Gift Fund logo

Fidelity Investments Charitable Gift Fund

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Community Development Boston, MA EIN 110303001 · IRS Sign up to see website
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60
Integrity Assessment
Partial transparency
60/100 · methodology

About Fidelity Investments Charitable Gift Fund

Fidelity Investments Charitable Gift Fund is a community development organization based in BOSTON, United States. Annual revenue: $18.6 billion. EIN: 110303001.

Founded
Headquarters
Boston, MA
Foundation type
Publicly-supported charity (509(a)(2))
NTEE code
S500
IRS subsection
501(c)(03)
Ruling date
Size
major

Verified certifications

Confirmed against the issuing authority - not self-reported.

IRS Tax-Deductible since 1991

Mission

See schedule o

Focus areas & reach

· What they work on and where
Community Development · NTEE S500
SDG alignment The 17 UN Sustainable Development Goals (SDGs) are the global agenda for ending poverty, protecting the planet, and ensuring prosperity by 2030. We tag each charity to the goals its work advances.
SDG 11 SDG 11 · Sustainable Cities and Communities Make cities and human settlements inclusive, safe, resilient, and sustainable.

How it stacks up against peers

· vs. 8 similar community development in United States
Program spending This charity: 0%
Peer average: 88%
Integrity Assessment This charity: 60
Peer average: 90

Red flags

· All clear
IRS revocation history
OFAC / EU / UN sanctions
Open investigations
Governance scandals
Related-party deals
Excessive exec comp

Common questions

· Auto-generated from filings + methodology

Fidelity Investments Charitable Gift Fund is a registered community development nonprofit based in Boston, MA, United States. It is registered with the Internal Revenue Service (IRS). It was founded in 1990 and has been operating for 36 years. Its EIN is 110303001. It has a GiveRadar Integrity Assessment of 60/100 (Partial transparency), indicating some public data is available but key signals are missing. This is below the average of 90/100 for community development charities in United States. The organization reports $19.9B in annual revenue. 65 officers and directors are publicly disclosed. No red flags have been detected.

Fidelity Investments Charitable Gift Fund has a GiveRadar Integrity Assessment of 60/100. This score combines five components: Registration (20 pts), Financial Transparency (30 pts), Governance (20 pts), Contact Availability (10 pts), and Data Recency (20 pts), with negative adjustments for any red flags. A score of 60 ('Partial transparency') means some public data is on file but key signals are missing - worth a closer look before donating. For comparison, the average integrity assessment for community development charities in United States is 90/100.

Fidelity Investments Charitable Gift Fund is located in Boston, MA, United States. The organization was established in 1990 and has been active for 36 years.

Based on official tax filings, Fidelity Investments Charitable Gift Fund has $19.9B in annual revenue. Its revenue is significantly above the peer average of $3M. Create a free GiveRadar account to view the complete financial breakdown with year-over-year trends.

Fidelity Investments Charitable Gift Fund is classified as a Community Development organization, registered in United States. It operates as a Publicly-supported charity (509(a)(2)). By size, it is categorized as a major organization. It has $19.9B in annual revenue. The organization has 65 disclosed officers and directors.

No red flags have been detected for Fidelity Investments Charitable Gift Fund. GiveRadar automatically screens charities for concerning patterns including high executive compensation, low program spending, and missing financial filings. Based on available official data, no issues have been identified.

Fidelity Investments Charitable Gift Fund has a GiveRadar Integrity Assessment of 60/100. We recommend reviewing the full profile before making a donation decision. The organization is overseen by the IRS. Visit the Fidelity Investments Charitable Gift Fund profile on GiveRadar for full details before deciding. GiveRadar provides data for research purposes and does not endorse any organization. Always do your own due diligence.

Fidelity Investments Charitable Gift Fund is a community development organization based in BOSTON, United States. Annual revenue: $18.6 billion. EIN: 110303001. Fidelity Investments Charitable Gift Fund is classified as a community development organization registered in United States. The organization was founded in 1990.

Among community development charities registered in United States: Fidelity Investments Charitable Gift Fund's GiveRadar Integrity Assessment of 60/100 is below the peer average of 90/100. Its annual revenue of $19.9B is well above the peer average of $3M.

Yes, donations to Fidelity Investments Charitable Gift Fund are generally tax-deductible in the United States. Fidelity Investments Charitable Gift Fund is a 501(c)(3) tax-exempt organization. Its EIN is 110303001, which you can use for tax filing purposes. Donors can typically deduct contributions on their federal income tax return if they itemize deductions. Consult a tax professional for guidance specific to your situation.

Verified against 7 official sources, last refreshed .

Annual revenue
$1B+
0% to programs
Source: IRS 990 (FY2023) why this matters
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Filing history

10 years on file from IRS 990 (FY2023): revenue, expenses, program spending, assets, and liabilities by fiscal year.

Years on record: FY2023, FY2022, FY2021, FY2020, FY2019, FY2018, FY2017, FY2016, FY2015, FY2014.
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Taxes

Tax-deductibility for donors

Donations may be tax-deductible for residents of United States under local rules. Confirm with the charity directly.

Always confirm tax treatment with the charity directly or your tax advisor before donating.

Leadership

LE
Leonard Mendonca
Treasurer

Officers & trustees (18)

Source: Public filings

AL
Alfred E O•••••• J•
TRUSTEE (UNTIL 3/1/22)
AL
Alfred E O•••••• J• P••
Board Chair
AU
Audrey M•••••
TRUSTEE (UNTIL 11/12/2020)
CA
Catherine D••••••
TRUSTEE
DA
Damian W•••••
TRUSTEE (AS OF 7/23/2021)
DA
David S••••••
TREASURER
JA
Jacob C••••••
SECRETARY
JA
Jacob P•••••
PRESIDENT (AS OF 10/18/21)
JE
Jennifer M••••••••
TRUSTEE
JO
John M•••
TRUSTEE
LE
Leonard M•••••••
CHAIR(AS OF 3/1/22)/TRUSTEE
NA
Nancy A••••••••
TRUSTEE
PA
Pamela N•••••
PRESIDENT (UNTIL 10/18/21)
RI
Richelle T•••••
ASST SECRETARY
RO
Rosie R•••
TRUSTEE
ST
Stefan P••••••••
SR. VP, I&P
TH
Thomas C S••••••
TRUSTEE
TY
Tyra A M••••••
TRUSTEE (AS OF 10/27/2021)
Full names, contact details & compensation

Free with an account.

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Latest news

From global news sources

10 articles found

From global news sources

Sentiment

Neutral

Activity timeline

Filings and press mentions, merged

Asana (NYSE: ASAN) director gifts 6.35M converted Class A shares - Stock Titan
Apr 2026
www.stocktitan.net
A Look at the Ford Foundation’s matching gifts - Capital Research Center
Mar 2026
capitalresearch.org
InfluenceWatch Friday - Capital Research Center
Feb 2026
capitalresearch.org
Major charity raises legal questions by funding pro-Harris dark money operation - Washington Examiner
Feb 2026
www.washingtonexaminer.com
A Dark Money Group That Backed Kamala Harris Faces Questions over a Giant Donation - The Free Press
Feb 2026
www.thefp.com
How to Fix the Nation’s DAF System—a $250 Billion Question - Nonprofit Quarterly
Jul 2025
nonprofitquarterly.org
Fairbairn v. Fidelity Investments Charitable Gift Fund: Case Decided But Policy Issues of Donor-Advised Funds Will Remai
Feb 2025
www.wealthmanagement.com
Couple Files Suit for Mishandled $100 Million Charitable Gift - Tax Notes
Aug 2024
www.taxnotes.com
Form filed
$14732.6M revenue
FY2023
IRS_990
How Schwab Charitable Fund Stacks Up - Morningstar
Oct 2023
www.morningstar.com
Hate and extremist groups receive $23 million from ‘donor-advised funds’ - Southern Poverty Law Center
Oct 2023
www.splcenter.org
Form filed
$19858.2M revenue
FY2022
IRS_990
Form filed
$18558.6M revenue
FY2021
IRS_990
Form filed
$12252.8M revenue
FY2020
IRS_990
Form filed
$9937.0M revenue
FY2019
PROPUBLICA
Form filed
$10031.9M revenue
FY2018
PROPUBLICA
Form filed
$7357.4M revenue
FY2017
PROPUBLICA
Form filed
$4780.9M revenue
FY2016
PROPUBLICA
Form filed
$5393.6M revenue
FY2015
PROPUBLICA
Form filed
$4372.8M revenue
FY2014
PROPUBLICA

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Peer charities

Other community development in United States, by integrity assessment

Charity Score Revenue Program %
Fidelity Investments Charitable Gift Fund This page 60 $19.9 billion -
Alaska Community Development Corp 93 $4.1 million 100%
El Cajon Rotary Foundation 90 $48,108 82%
Sj5k Foundation 90 $119,706 100%
Dona Ana County Colonias Development Council 90 $2.5 million 92%
Community Synergy Inc 90 $258,006 93%
Disability Pride Philadelphia Inc 90 $359,480 100%
Alianza Agricola Inc 90 $230,961 66%
American Production & Inventory Control Society Northern New … 90 $128,932 68%

Sources and verification

Refreshed

Registration and legal identity
Internal Revenue Service (IRS) - Tax Exempt Organization Search
Financial filings
IRS Form 990 filings - Fiscal year 2023 most recent on file.
Officers and trustees
Internal Revenue Service (IRS) - Tax Exempt Organization Search - 65 disclosed in the public registry.
News and media coverage
GDELT Project + Google News
Supplementary verification
ProPublica Nonprofit Explorer
Supplementary verification
Wikidata structured data
Supplementary verification
Charity Navigator

Data freshness

Last updated
May 27, 2026
Profile completeness
85%

What we don't know

Honest gaps - our score reflects transparency, not impact

Programs & projects
No named programs listed by the charity
Operating reach
Countries where programs run not specified

Methodology

GiveRadar combines public registry filings, ProPublica Nonprofit Explorer, Charity Navigator, GuideStar, and news archives into a single 0-100 integrity assessment. We don't take a cut of any donation, ever.

Read full methodology

Quick facts about Fidelity Investments Charitable Gift Fund

What is Fidelity Investments Charitable Gift Fund?
Fidelity Investments Charitable Gift Fund is a community development publicly-supported charity (509(a)(2)) based in Boston, United States. Fidelity Investments Charitable Gift Fund is a community development organization based in BOSTON, United States. Annual revenue: $18.6 billion. EIN: 110303001.
When was Fidelity Investments Charitable Gift Fund founded?
Fidelity Investments Charitable Gift Fund was founded in 1990.
Who leads Fidelity Investments Charitable Gift Fund?
Leonard Mendonca serves as Treasurer.
Where is Fidelity Investments Charitable Gift Fund located?
Headquartered in Boston, United States.
What is Fidelity Investments Charitable Gift Fund's annual budget?
Annual revenue for fiscal year 2023 is approximately $1B+. 0% of expenses go to program services.
Is Fidelity Investments Charitable Gift Fund trustworthy?
Fidelity Investments Charitable Gift Fund has a GiveRadar Integrity Assessment of 60 out of 100 (Partial transparency). The score reflects public-data transparency: registration, financial disclosure, governance, contact details, and how recently data was refreshed. It does not measure program impact.
What is Fidelity Investments Charitable Gift Fund's registration number?
IRS EIN: 110303001.
What is Fidelity Investments Charitable Gift Fund's website?
http://www.fidelitycharitable.org