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Charity Math
The 990 read · EIN 11-0303001 · MA · Fiscal year FY ending Jun 2025

Fidelity Investments Charitable Gift Fund

Fidelity Investments Charitable Gift Fund: CEO salary, finances and where donations go

In its own words

“Fidelity charitable seeks to facilitate, support and increase charitable activities in the following areas; health and human services, children, youth and families; social welfare; education; scientific research; culture, arts, and humanities; religion; civic and community affairs; environment; wildlife and animals…”

Data only Figures straight from the filing, screened by our rules. Not yet reviewed in depth by a CPA.

Methodology by Amir Arani, CPA, CA · Updated

Revenue
$30.63B 86.4% from donations and grants
Spent
$15.59B 100% on programs, as reported
Net assets
$85.86B end of FY ending Jun 2025
Savings
66.1 months of spending, net assets ÷ spending
Form 990 (FY ending Jun 2025), Parts I, VII, IX, X
01 · Red flags

No red flags in its latest filing.

We screen every filing against twelve rules. A flag is a prompt for a closer look, not a finding of wrongdoing.

No reported asset diversions, no insider transactions, no fundraisers keeping most of the money, and the governance policies we check for are in place.

02 · Where $1 goes · FY ending Jun 2025

Of each dollar it spent, 100.0¢ went to programs, as reported.

The split the charity filed.
100.0¢
Programs, $15.59B
0.0¢
Fundraising, $0K
0.0¢
Admin, $0K
Form 990 (FY ending Jun 2025), Part IX, line 25
Cost to raise $1
0¢
as reported

For each dollar donated, Fidelity Investments Charitable Gift Fund spent 0¢ on fundraising.

Fundraising ÷ $26.47B contributions · Form 990 Parts VIII, IX
03 · The savings

Net assets: $10.25B to $85.86B in 11 years.

Net assets at each fiscal year end, 2013 to 2025.

Net assets at year end, $ millions
10253
13205
15256
16016
21126
26943
30977
35231
49563
48094
55899
85863
Form 990 history via ProPublicaForm 990 (FY ending Jun 2025)
04 · Questions

The questions people ask about the Fidelity Investments Charitable Gift Fund.

Short, sourced answers. Each one stands on its own.

What percentage of Fidelity Investments Charitable Gift Fund donations go to programs?

Fidelity Investments Charitable Gift Fund reported 100% of FY ending Jun 2025 spending as programs, 0% as fundraising and 0% as management.

Form 990 (FY ending Jun 2025), Part IX

How much money does Fidelity Investments Charitable Gift Fund have?

Net assets were $85.86B at the end of FY ending Jun 2025, about 66.1 months of spending.

Form 990 (FY ending Jun 2025), Part X

Does Fidelity Investments Charitable Gift Fund have any red flags in its filing?

Its latest Form 990 triggered none of our twelve screening rules, which cover reported asset diversions, insider transactions, fundraiser costs, governance policies and spending patterns.

Form 990 (FY ending Jun 2025)
05 · Sources and citing

Every number, traced.

  1. Fidelity Investments Charitable Gift Fund Form 990, FY ending Jun 2025 (IRS e-file)
  2. Fidelity Investments Charitable Gift Fund Form 990 history (ProPublica Nonprofit Explorer)
Cite this page

Amir Arani, “Fidelity Investments Charitable Gift Fund: CEO salary, finances and where your dollar goes,” Charity Math, updated 2026-11-07. https://charitymath.com/charities/fidelity-investments-charitable-gift-fund/