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.
THE ACCOUNTS USED BY THE FUNDS REPRESENTED IN 1(B) CONSIST OF THE CATALYST FUND, INTERNAL GENERAL PROGRAM SERVICES AND ACCOUNTS ENROLLED IN THE ENDOWED GIVING PROGRAM. THE CATALYST FUND IS A BOARD DESIGNATED FUND, FROM WHICH THE BOARD OF TRUSTEES ENGAGES IN DIRECT GRANT-MAKING. CATALYST FUND ASSETS ARE SEPARATE FROM DONOR-ADVISED FUNDS, AND GRANTS ARE MADE FROM THE CATALYST FUND AT THE DIRECTION OF THE TRUSTEES. ACCOUNTS USED FOR GENERAL PROGRAM SERVICES LACK ADVISORY PRIVILEGES AND ARE USED FOR INTERNAL OPERATIONS ONLY. ACCOUNTS ENROLLED IN THE ENDOWED GIVING PROGRAM PROVIDE RECURRING GRANTS TO CHARITABLE ORGANIZATIONS AFTER THE DEATH OF THE LAST REMAINING ACCOUNT HOLDER.
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.