FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC

EIN: 934792247 501(c)(3) Philanthropy & Grantmaking

BOSTON, MA

Total Revenue
$1,235,662
Total Expenses
N/A
Total Assets
$1,235,662
Net Assets
$1,235,662
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2023
Legal Domicile
DE
Principal Officer
JACOB PRUITT
Phone
8002626039
Tax Period
2024-07-01 to 2025-06-30

FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC, founded in 2023, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024.

Mission

FIDELITY INVESTMENTS CHARITABLE GIFT FUND INC ("THE CORPORATION") PROVIDES SUPPORT TO THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND ("THE GIFT FUND") BY MAKING GRANTS OR OTHER PAYMENTS TO OR FOR THE USE OF THE GIFT FUND; PROVIDING GRANTS TO INDIVIDUALS FOR TRAVEL, STUDY, OR OTHER PURPOSES, PROVIDED THAT SUCH SUPPORT IS PROVIDED TO INDIVIDUAL MEMBERS OF THE CHARITABLE CLASS BENEFITED BY THE GIFT FUND; COOPERATING WITH OTHER CHARITABLE ORGANIZATIONS WHETHER LOCAL, NATIONAL, OR INTERNATIONAL, FOR ANY OF THE FOREGOING PURPOSES; AND CONDUCTING ANY OTHER ACTIVITIES THAT MAY BE NECESSARY, USEFUL, OR DESIRABLE FOR THE FURTHERANCE OR ACCOMPLISHMENT OF THE FOREGOING PURPOSES, PROVIDED THAT THOSE ACTIVITIES WOULD NOT ENDANGER THE CORPORATION'S NOT-FOR-PROFIT OR TAX-EXEMPT STATUS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,235,662
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,235,662

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2024 2023 Change
Revenue $1,235,662 N/A N/A
Expenses N/A N/A N/A
Net Income N/A $0 N/A
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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

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Governance

Voting Members
9
Independent Members
8
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEONARD MENDONCA CHAIR/DIRECTOR 1.0
Director
$0 $0 $0
NANCY ALTOBELLO DIRECTOR 1.0
Director
$0 $0 $0
CATHERINE D'AMATO DIRECTOR 1.0
Director
$0 $0 $0
JOHN HALABY DIRECTOR 1.0
Director
$0 $0 $0
TYRA A MARIANI DIRECTOR 1.0
Director
$0 $0 $0
JENNIFER MCAULIFFE DIRECTOR 1.0
Director
$0 $0 $0
ROSIE RIOS DIRECTOR 1.0
Director
$0 $0 $0
TODD WILLIAMS DIRECTOR 1.0
Director
$0 $0 $0
DAMIAN WILMOT DIRECTOR 1.0
Director
$0 $0 $0
JACOB PRUITT PRESIDENT 1.0
Officer
$0 $0 $0
DAVID SCOGLIO TREASURER 1.0
Officer
$0 $0 $0
CINDY GOMEZ SECRETARY 1.0
Officer
$0 $0 $0
BRANDI GREENE ASST. SECRETARY (AS OF 2/25) 1.0
Officer
$0 $0 $0
STEFAN PODVOJSKY SR. VP, I&P (UNTIL 6/24/25) 1.0
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,235,662 No data $1,235,662 No data
2024 No data No data No data No data
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