BOSTON, MA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)FIDELITY INVESTMENTS CHARITABLE GIFT FUND, founded in 1990, is a large national nonprofit in the Community Improvement sector that reported $30.6B in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15.0B, a strong 49% operating margin.
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; TESTING FOR PUBLIC SAFETY AND CONSUMER AFFAIRS AND OTHER CHARITIES THAT SUPPORT CAUSES THAT REPRESENT THE PHILANTHROPIC WISHES AND GEOGRAPHIC REGIONS OF DONORS OF FIDELITY CHARITABLE. FIDELITY CHARITABLE'S GOAL IS TO INCREASE THE DOLLARS TO CHARITABLE ORGANIZATIONS THROUGH FUNDRAISING AND OUTREACH. OUTREACH SERVICES PROVIDED BY FIDELITY CHARITABLE INCLUDE, BUT ARE NOT LIMITED TO: PROVIDING ACCESS TO CHARITABLE RESEARCH TOOLS TO ASSIST DONORS IN MAKING INFORMED GIVING DECISIONS; PRODUCING AND PROVIDING PUBLICLY AVAILABLE EDUCATIONAL LITERATURE TO ASSIST DONORS IN EVALUATING CHARITABLE MISSIONS, FINANCIALS AND BOARDS; AND PROVIDING PUBLICLY AVAILABLE TIMELY GUIDANCE IN THE AR
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...
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; TESTING FOR PUBLIC SAFETY AND CONSUMER AFFAIRS AND OTHER CHARITIES THAT SUPPORT CAUSES THAT REPRESENT THE PHILANTHROPIC WISHES AND GEOGRAPHIC REGIONS OF DONORS OF FIDELITY CHARITABLE. FIDELITY CHARITABLE'S GOAL IS TO INCREASE THE DOLLARS TO CHARITABLE ORGANIZATIONS THROUGH FUNDRAISING AND OUTREACH. OUTREACH SERVICES PROVIDED BY FIDELITY CHARITABLE INCLUDE, BUT ARE NOT LIMITED TO: PROVIDING ACCESS TO CHARITABLE RESEARCH TOOLS TO ASSIST DONORS IN MAKING INFORMED GIVING DECISIONS; PRODUCING AND PROVIDING PUBLICLY AVAILABLE EDUCATIONAL LITERATURE TO ASSIST DONORS IN EVALUATING CHARITABLE MISSIONS, FINANCIALS AND BOARDS; AND PROVIDING PUBLICLY AVAILABLE TIMELY GUIDANCE IN THE AREAS OF HIGH IMPACT GIVING AND DISASTER RELIEF.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $30,633,210,968 | $18,985,204,861 | +0.6% |
| Expenses | $15,594,895,656 | $12,921,946,074 | +0.2% |
| Net Income | $15,038,315,312 | $6,063,258,787 | +1.5% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| LEONARD MENDONCA | CHAIR/TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| NANCY ALTOBELLO | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| CATHERINE D'AMATO | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| JOHN HALABY | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| TYRA A MARIANI | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| JENNIFER MCAULIFFE | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| ROSIE RIOS | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| TODD WILLIAMS | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| DAMIAN WILMOT | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| JACOB PRUITT | PRESIDENT | 40.0 |
Officer
|
$0 | $0 | $0 |
| DAVID SCOGLIO | TREASURER | 40.0 |
Officer
|
$0 | $0 | $0 |
| STEFAN PODVOJSKY | SR. VP, I&P (UNTIL 6/24/25) | 40.0 |
Officer
|
$0 | $0 | $0 |
| CINDY GOMEZ | SECRETARY | 40.0 |
Officer
|
$0 | $0 | $0 |
| BRANDI GREENE | ASST. SECRETARY (AS OF 2/25) | 40.0 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $30,633,210,968 | $15,594,895,656 | $86,270,322,515 | $15,038,315,312 |
| 2024 | No data | No data | No data | No data |
| 2023 | $14,732,623,803 | $10,542,911,354 | $56,657,940,564 | $4,189,712,449 |
| 2022 | $19,858,151,933 | $11,634,379,981 | $48,314,187,764 | $8,223,771,952 |
| 2022 | $19,858,151,933 | $11,634,379,981 | $48,314,187,764 | $8,223,771,952 |
| 2021 | $18,558,596,882 | $10,215,226,599 | $49,738,032,591 | $8,343,370,283 |
| 2020 | $12,252,844,500 | $7,447,268,345 | $35,369,008,813 | $4,805,576,155 |
| 2019 | $9,936,953,867 | $6,164,989,844 | $31,090,336,744 | $3,771,964,023 |
| 2018 | $10,031,882,956 | $4,883,801,649 | $27,028,513,842 | $5,148,081,307 |
Compare FIDELITY INVESTMENTS CHARITABLE GIFT FUND with other nonprofits in Massachusetts and across the country.