Civic Intelligence

Fidelity Investments Charitable Gift Fund

EIN 11-0303001 • 501(c)3 • Boston, MA

245 Summer Street Mz Nm43aBoston, MA 02210

www.fidelitycharitable.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Top Officer Pay

2nd percentile

$0

Higher top officer pay than 2% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1B+ nonprofits • Source year 2024

Asset Growth

85th percentile

18%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$66,787,000,627

Up $10,129,060,063 (+18%) from 2023

Liabilities

Down

$243,992,997

Down $514,559,780 (-68%) from 2023

Net Assets

Up

$66,543,007,630

Up $10,643,619,843 (+19%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin85th percentile

Revenue

Up

$18,985,204,861

Up $4,252,581,058 (+29%) from 2023

Expenses

Up

$12,921,946,074

Up $2,379,034,720 (+23%) from 2023

Net Income

Up

$6,063,258,787

Up $1,873,546,338 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80B$60B$40B$20B$0Assets 2011: $5,615,146,363Liabilities 2011: $46,995,989Net Assets 2011: $5,568,150,3742011Assets 2012: $7,618,716,882Liabilities 2012: $29,231,747Net Assets 2012: $7,589,485,1352012Assets 2013: $10,282,142,229Liabilities 2013: $29,358,518Net Assets 2013: $10,252,783,7112013Assets 2014: $13,298,110,452Liabilities 2014: $92,887,114Net Assets 2014: $13,205,223,3382014Assets 2015: $15,343,987,929Liabilities 2015: $87,603,360Net Assets 2015: $15,256,384,5692015Assets 2016: $16,092,079,593Liabilities 2016: $76,255,585Net Assets 2016: $16,015,824,0082016Assets 2017: $21,223,553,156Liabilities 2017: $97,958,710Net Assets 2017: $21,125,594,4462017Assets 2018: $27,028,513,842Liabilities 2018: $85,540,487Net Assets 2018: $26,942,973,3552018Assets 2019: $31,090,336,744Liabilities 2019: $113,606,336Net Assets 2019: $30,976,730,4082019Assets 2020: $35,369,008,813Liabilities 2020: $137,991,811Net Assets 2020: $35,231,017,0022020Assets 2021: $49,738,032,591Liabilities 2021: $174,705,403Net Assets 2021: $49,563,327,1882021Assets 2022: $48,314,187,764Liabilities 2022: $220,340,567Net Assets 2022: $48,093,847,1972022Assets 2023: $56,657,940,564Liabilities 2023: $758,552,777Net Assets 2023: $55,899,387,7872023Assets 2024: $66,787,000,627Liabilities 2024: $243,992,997Net Assets 2024: $66,543,007,6302024

Highlighted filing

2024

Assets$66,787,000,627
Liabilities$243,992,997
Net Assets$66,543,007,630
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20B$10B$0-$10BRevenue 2011: $1,874,887,580Expenses 2011: $1,275,762,649Net Income 2011: $599,124,9312011Revenue 2012: $3,538,067,424Expenses 2012: $1,310,388,395Net Income 2012: $2,227,679,0292012Revenue 2013: $3,945,615Expenses 2013: $1,835,912,221Net Income 2013: -$1,831,966,6062013Revenue 2014: $4,372,777,340Expenses 2014: $2,259,456,041Net Income 2014: $2,113,321,2992014Revenue 2015: $5,393,562,395Expenses 2015: $2,904,271,461Net Income 2015: $2,489,290,9342015Revenue 2016: $4,780,943,595Expenses 2016: $3,273,269,905Net Income 2016: $1,507,673,6902016Revenue 2017: $7,357,429,096Expenses 2017: $3,834,825,046Net Income 2017: $3,522,604,0502017Revenue 2018: $10,031,882,956Expenses 2018: $4,883,801,649Net Income 2018: $5,148,081,3072018Revenue 2019: $9,936,953,867Expenses 2019: $6,164,989,844Net Income 2019: $3,771,964,0232019Revenue 2020: $12,252,844,500Expenses 2020: $7,447,268,345Net Income 2020: $4,805,576,1552020Revenue 2021: $18,558,596,882Expenses 2021: $10,215,226,599Net Income 2021: $8,343,370,2832021Revenue 2022: $19,858,151,933Expenses 2022: $11,634,379,981Net Income 2022: $8,223,771,9522022Revenue 2023: $14,732,623,803Expenses 2023: $10,542,911,354Net Income 2023: $4,189,712,4492023Revenue 2024: $18,985,204,861Expenses 2024: $12,921,946,074Net Income 2024: $6,063,258,7872024

Highlighted filing

2024

Revenue$18,985,204,861
Expenses$12,921,946,074
Net Income$6,063,258,787
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$66,787,000,627
Liabilities
$243,992,997
Net assets
$66,543,007,630
Revenue
$18,985,204,861
Expenses
$12,921,946,074
Net income
$6,063,258,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$66,787$244$66,543$18,985$12,922$6,063
2023Detailed filing. Detailed filing data is available for this year.$56,658$759$55,899$14,733$10,543$4,190
2022Detailed filing. Detailed filing data is available for this year.$48,314$220$48,094$19,858$11,634$8,224
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49,738$175$49,563$18,559$10,215$8,343
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$35,369$138$35,231$12,253$7,447$4,806
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31,090$114$30,977$9,937$6,165$3,772
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27,029$85.5$26,943$10,032$4,884$5,148
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21,224$98.0$21,126$7,357$3,835$3,523
2016Summary only. Only limited summary data is available for this year.$16,092$76.3$16,016$4,781$3,273$1,508
2015Summary only. Only limited summary data is available for this year.$15,344$87.6$15,256$5,394$2,904$2,489
2014Summary only. Only limited summary data is available for this year.$13,298$92.9$13,205$4,373$2,259$2,113
2013Summary only. Only limited summary data is available for this year.$10,282$29.4$10,253$3.95$1,836$1,832
2012Summary only. Only limited summary data is available for this year.$7,619$29.2$7,589$3,538$1,310$2,228
2011Summary only. Only limited summary data is available for this year.$5,615$47.0$5,568$1,875$1,276$599
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1B+ nonprofits