BOSTON, MA
Fidelity Foundation
Quick Facts
- EIN
- 046131201
- Location
- BOSTON, MA
- Category
- General
- Total Assets
- $5B
- Annual Income
- $2.2B
- IRS Ruling Year
- 1992
About This Foundation
Fidelity Foundation is a private foundation based in BOSTON, MA. The foundation received its IRS ruling in 1992. It holds total assets of $5B. Annual income is reported at $2.2B.
View 990 FilingsFinancial Overview
Total Giving
$159.2M
2023-7%
Total Assets
$3.8B
2023+26%
Fair Market Value
$4.2B
2023
Net Worth
$3.8B
2023
Grants Paid
$147M
2023
Contributions
$848.3M
2023
Net Investment Income
$150.9M
2023
Distribution Amount
$165.8M
2023
Total Giving by Year
$19.7M
11$20.8M
12$27.8M
13$21.5M
14$25.9M
15$63.8M
19$82.2M
20$101.9M
21$172M
22$159.2M
23Asset Growth
$256.1M
11$270M
12$350.6M
13$348.6M
14$491.1M
15$1.4B
19$1.9B
20$2.5B
21$3B
22$3.8B
23Expense Breakdown (2023)
Grants Paid$147M
Pension & Benefits$2.1M
Officer Compensation$834K
Travel & Conferences$266K
Legal Fees$84K
Accounting Fees$72K
Revenue Sources (2023)
- Contributions
- $848.3M
- Capital Gains (Net)
- $61.2M
- Dividends
- $49.4M
Financial Details (2023)
- Total Revenue
- $958.9M
- Total Expenses
- $159.2M
- Exempt Purpose Expenses
- $158.3M
- Required Distribution
- $165.8M
- Undistributed Income
- $1.8M
- Total Liabilities
- $1
- Excise Tax
- $2.1M
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica