Fidelity Investments Charitable Gift Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,874,887,580 | 1,275,762,649 | 599,124,931 | 52.4 | 0% |
| 2012 | 3,538,067,424 | 1,310,388,395 | 2,227,679,029 | 69.5 | 0% |
| 2013 | 3,945,615 | 1,835,912,221 | −1,831,966,606 | 67.0 | 0% |
| 2014 | 4,372,777,340 | 2,259,456,041 | 2,113,321,299 | 70.1 | 0% |
| 2015 | 5,393,562,395 | 2,904,271,461 | 2,489,290,934 | 63.0 | 0% |
| 2016 | 4,780,943,595 | 3,273,269,905 | 1,507,673,690 | 58.7 | 0% |
| 2017 | 7,357,429,096 | 3,834,825,046 | 3,522,604,050 | 66.1 | 0% |
| 2018 | 10,031,882,956 | 4,883,801,649 | 5,148,081,307 | 66.2 | 0% |
| 2019 | 9,936,953,867 | 6,164,989,844 | 3,771,964,023 | 60.3 | 0% |
| 2020 | 12,252,844,500 | 7,447,268,345 | 4,805,576,155 | 56.8 | 0% |
| 2021 | 18,558,596,882 | 10,215,226,599 | 8,343,370,283 | 58.2 | 0% |
| 2022 | 19,858,151,933 | 11,634,379,981 | 8,223,771,952 | 49.6 | 0% |
| 2023 | 14,732,623,803 | 10,542,911,354 | 4,189,712,449 | 63.6 | 0% |
In its most recent public year (2023), this organization brought in $4,189,712,449 more than it spent. Its reserves stood at about 63.6 months of spending, up from 52.4 in 2011. Staff pay was 0% of spending. $37,680,297 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Fidelity Investments Charitable Gift Fund's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works