FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor
Cite this
Plain text FIDELITY INVESTMENTS CHARITABLE GIFT FUND. furp.org, nonprofit organization profile, tax years 2016–2024. https://furp.org/org/110303001. Retrieved 2026-10-20.
APA furp.org. (n.d.). FIDELITY INVESTMENTS CHARITABLE GIFT FUND [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 20, 2026, from https://furp.org/org/110303001
MLA “FIDELITY INVESTMENTS CHARITABLE GIFT FUND.” furp.org, tax years 2016–2024, https://furp.org/org/110303001. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2016–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $30.63B · expenses $15.59B · assets $86.27B
- EIN
- 11-0303001
- Address
- 245 SUMMER ST MZ NM43A, BOSTON, MA 02210-1116
- Website
- WWW.FIDELITYCHARITABLE.ORG
- NTEE code
- S500
- Subsection
- 501(c)(3)
- Ruling year
- 1991
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
FIDELITY CHARITABLE SEEKS TO FACILITATE, SUPPORT AND INCREASE CHARITABLE ACTIVITIES IN THE FOLLOWING AREAS; HEALTH AND HUMAN SERVICES, CHILDREN, YOUTH AND FAMILIES; SOCIAL WELFARE; EDUCATION; SCIENTIFIC RESEARCH; CULTURE, ARTS, AND HUMANITIES; RELIGION; CIVIC AND COMMUNITY AFFAIRS; ENVIRONMENT; WILDLIFE AND ANIMALS; TESTING FOR PUBLIC SAFETY AND CONSUMER AFFAIRS AND OTHER CHARITIES THAT SUPPORT CAUSES THAT REPRESENT THE PHILANTHROPIC WISHES AND GEOGRAPHIC REGIONS OF DONORS OF FIDELITY CHARITABLE. FIDELITY CHARITABLE'S GOAL IS TO INCREASE THE DOLLARS TO CHARITABLE ORGANIZATIONS THROUGH FUNDRAISING AND OUTREACH. OUTREACH SERVICES PROVIDED BY FIDELITY CHARITABLE INCLUDE, BUT ARE NOT LIMITED TO: PROVIDING ACCESS TO CHARITABLE RESEARCH TOOLS TO ASSIST DONORS IN MAKING INFORMED GIVING DECISIONS; PRODUCING AND PROVIDING PUBLICLY AVAILABLE EDUCATIONAL LITERATURE TO ASSIST DONORS IN EVALUATING CHARITABLE MISSIONS, FINANCIALS AND BOARDS; AND PROVIDING PUBLICLY AVAILABLE TIMELY GUIDANCE IN THE AR
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 29 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
29 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Leonard Mendonca | CHAIR/TRUSTEE | 2016-2024 | 1 | $0 reported | 2 |
| Nancy Altobello | TRUSTEE | 2018-2024 | 1 | $0 reported | 2 |
| Catherine D'Amato | TRUSTEE | 2017-2024 | 1 | $0 reported | 2 |
| John Halaby | TRUSTEE | 2022-2024 | 1 | $0 reported | 2 |
| Tyra A Mariani | TRUSTEE | 2021-2024 | 1 | $0 reported | 2 |
| Jennifer Mcauliffe | TRUSTEE | 2020-2024 | 1 | $0 reported | 2 |
| Rosie Rios | TRUSTEE | 2018-2024 | 1 | $0 reported | 2 |
| Todd Williams | TRUSTEE | 2022-2024 | 1 | $0 reported | 2 |
| Damian Wilmot | TRUSTEE | 2021-2024 | 1 | $0 reported | 2 |
| Jacob Pruitt | PRESIDENT | 2021-2024 | 40 | $0 reported | 2 |
| David Scoglio | TREASURER | 2018-2024 | 40 | $0 reported | 2 |
| Cindy Gomez | SECRETARY | 2022-2024 | 40 | $0 reported | 2 |
| Stefan Podvojsky | SR. VP, I&P (UNTIL 6/24/25) | 2017-2024 | 40 | $0 reported | 2 |
| Brandi Greene | ASST. SECRETARY (AS OF 2/25) | 2024 | 40 | $0 reported | 2 |
| Jacob Clauson (former) | SECRETARY (UNTIL 2/24) | 2017-2023 | 40 | $0 reported | 2 |
| John Muse (former) | TRUSTEE (UNTIL 11/23) | 2016-2023 | 1 | $0 reported | 1 |
| Thomas C Stewart (former) | TRUSTEE (UNTIL 6/23) | 2016-2022 | 1 | $0 reported | 1 |
| Richelle Tucker (former) | ASST. SECRETARY (UNTIL 2/23) | 2019-2022 | 40 | $0 reported | 1 |
| Alfred E Osborne Jr (former) | TRUSTEE (UNTIL 3/1/22) | 2016-2021 | 1 | $0 reported | 1 |
| Pamela Norley (former) | PRESIDENT (UNTIL 10/18/21) | 2016-2021 | 40 | $0 reported | 1 |
| Audrey Mcniff (former) | TRUSTEE (UNTIL 11/12/2020) | 2016-2020 | 1 | $0 reported | 1 |
| Lee Sandwen (former) | TRUSTEE | 2016-2019 | 1 | $0 reported | 1 |
| Michael Mcnally (former) | SECRETARY (until 10/30/2019) | 2017-2019 | 40 | $0 reported | 1 |
| Kristin W Mugford (former) | Trustee (UNTIL 6/25/2019) | 2016-2018 | 1 | $0 reported | 1 |
| Paul Hurley (former) | TREASURER (UNTIL 2/26/19) | 2016-2018 | 40 | $0 reported | 1 |
| Richard D Tadler (former) | TRUSTEE (UNTIL 3/1/2018) | 2016-2017 | 1 | $0 reported | 1 |
| Jill Weiner (former) | SEC & CCO (UNTIL 2/28/18) | 2016-2017 | 40 | $0 reported | 1 |
| Karla Valas (former) | VICE PRESIDENT (UNTIL 2/28/18) | 2016-2017 | 40 | $0 reported | 1 |
| Amy Danforth (former) | PRESIDENT (UNTIL 9/6/16) | 2016 | 40 | $0 reported | 1 |
People by year
2024 · 14 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LEONARD MENDONCA | CHAIR/TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NANCY ALTOBELLO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CATHERINE D'AMATO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN HALABY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TYRA A MARIANI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JENNIFER MCAULIFFE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROSIE RIOS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TODD WILLIAMS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| DAMIAN WILMOT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JACOB PRUITT | PRESIDENT | 40 | $0 | $0 | $0 | $0 | 2 |
| DAVID SCOGLIO | TREASURER | 40 | $0 | $0 | $0 | $0 | 2 |
| STEFAN PODVOJSKY | SR. VP, I&P (UNTIL 6/24/25) | 40 | $0 | $0 | $0 | $0 | 2 |
| CINDY GOMEZ | SECRETARY | 40 | $0 | $0 | $0 | $0 | 2 |
| BRANDI GREENE | ASST. SECRETARY (AS OF 2/25) | 40 | $0 | $0 | $0 | $0 | 2 |
2023 · 15 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LEONARD MENDONCA | CHAIR/TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NANCY ALTOBELLO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CATHERINE D'AMATO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN HALABY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TYRA A MARIANI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JENNIFER MCAULIFFE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROSIE RIOS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TODD WILLIAMS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| DAMIAN WILMOT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN MUSE | TRUSTEE (UNTIL 11/23) | 1 | $0 | $0 | $0 | $0 | 1 |
| JACOB PRUITT | PRESIDENT | 40 | $0 | $0 | $0 | $0 | 2 |
| DAVID SCOGLIO | TREASURER | 40 | $0 | $0 | $0 | $0 | 2 |
| STEFAN PODVOJSKY | SR. VP, I&P | 40 | $0 | $0 | $0 | $0 | 2 |
| CINDY GOMEZ | SECRETARY (AS OF 2/24) | 40 | $0 | $0 | $0 | $0 | 2 |
| JACOB CLAUSON | SECRETARY (UNTIL 2/24) | 40 | $0 | $0 | $0 | $0 | 2 |
2022 · 17 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CATHERINE D'AMATO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JENNIFER MCAULIFFE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN MUSE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LEONARD MENDONCA | CHAIR/TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NANCY ALTOBELLO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROSIE RIOS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| THOMAS C STEWART | TRUSTEE (UNTIL 6/23) | 1 | $0 | $0 | $0 | $0 | 1 |
| DAMIAN WILMOT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TYRA A MARIANI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN HALABY | TRUSTEE (AS OF 3/23) | 1 | $0 | $0 | $0 | $0 | 2 |
| TODD WILLIAMS | TRUSTEE (AS OF 3/23) | 1 | $0 | $0 | $0 | $0 | 2 |
| JACOB PRUITT | PRESIDENT | 40 | $0 | $0 | $0 | $0 | 2 |
| DAVID SCOGLIO | TREASURER | 40 | $0 | $0 | $0 | $0 | 2 |
| JACOB CLAUSON | SECRETARY | 40 | $0 | $0 | $0 | $0 | 2 |
| STEFAN PODVOJSKY | SR. VP, I&P | 40 | $0 | $0 | $0 | $0 | 2 |
| RICHELLE TUCKER | ASST. SECRETARY (UNTIL 2/23) | 40 | $0 | $0 | $0 | $0 | 1 |
| CINDY GOMEZ | ASST. SECRETARY (AS OF 3/23) | 40 | $0 | $0 | $0 | $0 | 2 |
2021 · 16 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ALFRED E OSBORNE JR | TRUSTEE (UNTIL 3/1/22) | 1 | $0 | $0 | $0 | $0 | 1 |
| CATHERINE D'AMATO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JENNIFER MCAULIFFE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN MUSE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LEONARD MENDONCA | CHAIR(AS OF 3/1/22)/TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NANCY ALTOBELLO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROSIE RIOS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| THOMAS C STEWART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAMIAN WILMOT | TRUSTEE (AS OF 7/23/2021) | 1 | $0 | $0 | $0 | $0 | 2 |
| TYRA A MARIANI | TRUSTEE (AS OF 10/27/2021) | 1 | $0 | $0 | $0 | $0 | 2 |
| PAMELA NORLEY | PRESIDENT (UNTIL 10/18/21) | 40 | $0 | $0 | $0 | $0 | 1 |
| DAVID SCOGLIO | TREASURER | 40 | $0 | $0 | $0 | $0 | 2 |
| JACOB CLAUSON | SECRETARY | 40 | $0 | $0 | $0 | $0 | 2 |
| STEFAN PODVOJSKY | SR. VP, I&P | 40 | $0 | $0 | $0 | $0 | 2 |
| RICHELLE TUCKER | ASST SECRETARY | 40 | $0 | $0 | $0 | $0 | 1 |
| JACOB PRUITT | PRESIDENT (AS OF 10/18/21) | 40 | $0 | $0 | $0 | $0 | 2 |
2020 · 14 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ALFRED E OSBORNE JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| AUDREY MCNIFF | TRUSTEE (UNTIL 11/12/2020) | 1 | $0 | $0 | $0 | $0 | 1 |
| CATHERINE D'AMATO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JENNIFER MCAULIFFE | TRUSTEE (AS OF 7/2/2020) | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN MUSE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LEONARD MENDONCA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NANCY ALTOBELLO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROSIE RIOS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| THOMAS C STEWART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PAMELA NORLEY | PRESIDENT | 40 | $0 | $0 | $0 | $0 | 1 |
| DAVID SCOGLIO | TREASURER | 40 | $0 | $0 | $0 | $0 | 2 |
| JACOB CLAUSON | SECRETARY | 40 | $0 | $0 | $0 | $0 | 2 |
| STEFAN PODVOJSKY | SR. VP, I&P | 40 | $0 | $0 | $0 | $0 | 2 |
| RICHELLE TUCKER | ASST SECRETARY | 40 | $0 | $0 | $0 | $0 | 1 |
2019 · 15 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AUDREY MCNIFF | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ALFRED E OSBORNE JR | TRUSTEE/BRD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS C STEWART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN MUSE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LEE SANDWEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LEONARD MENDONCA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CATHERINE D'AMATO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NANCY ALTOBELLO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROSIE RIOS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PAMELA NORLEY | PRESIDENT | 40 | $0 | $0 | $0 | $0 | 1 |
| DAVID SCOGLIO | TREASURER | 40 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL MCNALLY | SECRETARY (until 10/30/2019) | 40 | $0 | $0 | $0 | $0 | 1 |
| JACOB CLAUSON | SEE SCHEDULE O | 40 | $0 | $0 | $0 | $0 | 2 |
| STEFAN PODVOJSKY | SR. VP, I&P | 40 | $0 | $0 | $0 | $0 | 2 |
| RICHELLE TUCKER | ASST SEC (AS OF 10/30/19) | 40 | $0 | $0 | $0 | $0 | 1 |
2018 · 16 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AUDREY MCNIFF | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTIN W MUGFORD | Trustee (UNTIL 6/25/2019) | 1 | $0 | $0 | $0 | $0 | 1 |
| ALFRED E OSBORNE JR | TRUSTEE/BRD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS C STEWART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN MUSE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LEE SANDWEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LEONARD MENDONCA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CATHERINE D'AMATO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NANCY ALTOBELLO | TRUSTEE (AS OF 10/24/18) | 1 | $0 | $0 | $0 | $0 | 2 |
| ROSIE RIOS | TRUSTEE (AS OF 10/24/18) | 1 | $0 | $0 | $0 | $0 | 2 |
| PAMELA NORLEY | PRESIDENT | 40 | $0 | $0 | $0 | $0 | 1 |
| DAVID SCOGLIO | TREASURER (AS OF 2/26/19) | 40 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL MCNALLY | SECRETARY | 40 | $0 | $0 | $0 | $0 | 1 |
| JACOB CLAUSON | ASSISTANT SECRETARY | 40 | $0 | $0 | $0 | $0 | 2 |
| STEFAN PODVOJSKY | SR. VP, I&P | 40 | $0 | $0 | $0 | $0 | 2 |
| PAUL HURLEY | TREASURER (UNTIL 2/26/19) | 40 | $0 | $0 | $0 | $0 | 1 |
2017 · 16 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AUDREY MCNIFF | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTIN W MUGFORD | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| ALFRED E OSBORNE JR | TRUSTEE/BRD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS C STEWART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD D TADLER | TRUSTEE (UNTIL 3/1/2018) | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN MUSE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LEE SANDWEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LEONARD MENDONCA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CATHERINE D'AMATO | TRUSTEE (SINCE 9/18/17) | 1 | $0 | $0 | $0 | $0 | 2 |
| PAMELA NORLEY | PRESIDENT | 40 | $0 | $0 | $0 | $0 | 1 |
| PAUL HURLEY | TREASURER | 40 | $0 | $0 | $0 | $0 | 1 |
| JILL WEINER | SEC & CCO (UNTIL 2/28/18) | 40 | $0 | $0 | $0 | $0 | 1 |
| KARLA VALAS | VICE PRESIDENT (UNTIL 2/28/18) | 40 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL MCNALLY | SECRETARY (SINCE 6/28/18) | 40 | $0 | $0 | $0 | $0 | 1 |
| JACOB CLAUSON | ASST. SEC. (SINCE 6/28/18) | 40 | $0 | $0 | $0 | $0 | 2 |
| STEFAN PODVOJSKY | SR. VP, I&P (SINCE 2/28/18) | 40 | $0 | $0 | $0 | $0 | 2 |
2016 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AUDREY MCNIFF | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTIN W MUGFORD | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| ALFRED E OSBORNE JR | TRUSTEE/BRD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS C STEWART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD D TADLER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN MUSE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LEE SANDWEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LEONARD MENDONCA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PAMELA NORLEY | PRESIDENT (FROM 9/7/16) | 40 | $0 | $0 | $0 | $0 | 1 |
| PAUL HURLEY | TREASURER | 40 | $0 | $0 | $0 | $0 | 1 |
| JILL WEINER | SECRETARY CHIEF COMPLIANCE OFF | 40 | $0 | $0 | $0 | $0 | 1 |
| KARLA VALAS | VICE PRESIDENT | 40 | $0 | $0 | $0 | $0 | 1 |
| AMY DANFORTH | PRESIDENT (UNTIL 9/6/16) | 40 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $197.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| FMR LLC | BOSTON, MA | ADMIN & INV MGMT SVC | $159,901,679 |
| MCKINSEY COMPANY INC | NEW YORK, NY | PHIL. CONSULTING | $11,805,000 |
| UBS FINANCIAL SERVICES INC | WEEHAWKEN, NJ | INVEST. MANAGEMENT | $11,756,056 |
| ICONIQ CAPITAL | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $10,584,656 |
| WELLS FARGO ADVISORS LLC | ST LOUIS, MO | INVEST. MANAGEMENT | $3,409,679 |
2023 · 5 contractors · $151.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| FMR LLC | BOSTON, MA | ADMIN & INV MGMT SVC | $136,745,342 |
| ICONIQ CAPITAL | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $7,925,719 |
| McKinsey Company Inc | NEW YORK, NY | phil. consulting | $2,880,000 |
| Jordan Park | SAN FRANCISCO, CA | Invest. Management | $2,826,366 |
| Rockefeller Capital Management | NEW YORK, NY | Invest. Management | $1,240,669 |
2022 · 5 contractors · $139.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| FMR LLC | BOSTON, MA | ADMIN & INV MGMT SVC | $127,446,866 |
| ICONIQ CAPITAL | SAN FRANCISCO, CA | INVEST MANAGEMENT | $6,040,362 |
| JORDAN PARK | SAN FRANCISCO, CA | INVEST MANAGEMENT | $4,022,146 |
| PWC US TAX LLP | BOSTON, MA | AUDIT & TAX SERVICES | $1,314,194 |
| WILLIAM BLAIR CO LLC | CHICAGO, IL | INVEST. MANAGEMENT | $1,118,066 |
2021 · 5 contractors · $141.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| FMR LLC | BOSTON, MA | ADMIN & INV MGMT SVC | $121,614,046 |
| UBS FINANCIAL SERVICES | WEEHAWKEN, NJ | INVEST. MANAGEMENT | $7,854,858 |
| JORDAN PARK | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $5,588,597 |
| ICONIQ CAPITAL | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $4,418,966 |
| MORGAN STANLEY WEALTH MANAGEMENT | NEW YORK, NY | INVEST. MANAGEMENT | $1,976,757 |
2020 · 5 contractors · $115.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| FMR LLC | BOSTON, MA | ADMIN & INV MGMT SVC | $94,105,367 |
| WILMERHALE | LOS ANGELES, CA | LEGAL SERVICES | $7,675,739 |
| UBS FINANCIAL SERVICES | WEEHAWKEN, NJ | INVEST. MANAGEMENT | $5,934,755 |
| JORDAN PARK | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $4,142,348 |
| ICONIQ CAPITAL | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $3,618,965 |
2019 · 5 contractors · $96.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| FMR LLC | BOSTON, MA | ADMIN & INV MGMT SVC | $81,515,973 |
| UBS FINANCIAL SERVICES | LOS ANGELES, CA | INVEST. MANAGEMENT | $4,655,793 |
| WILMERHALE | LOS ANGELES, CA | LEGAL SERVICES | $4,136,431 |
| ICONIQ CAPITAL | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $3,569,444 |
| JORDAN PARK | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $3,053,716 |
2018 · 5 contractors · $81.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| FMR LLC | BOSTON, MA | ADMIN & INV MGMT SVC | $70,155,325 |
| UBS Financial Services | WALNUT CREEK, CA | INVEST. MANAGEMENT | $3,960,544 |
| ICONIQ CAPITAL | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $3,590,625 |
| Jordan Park | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $2,065,741 |
| PRICEWATERHOUSECOOPERS LLP | BOSTON, MA | AUDIT & TAX SERVICES | $1,270,990 |
2017 · 5 contractors · $65.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| FMR LLC | BOSTON, MA | ADMIN & INV MGMT SVC | $58,901,720 |
| UBS Financial Services | WALNUT CREEK, CA | INVEST. MANAGEMENT | $3,140,669 |
| ICONIQ CAPITAL | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $2,265,847 |
| PRICEWATERHOUSECOOPERS LLP | BOSTON, MA | AUDIT & TAX SERVICES | $670,645 |
| BROWN BROTHERS HARRIMAN AND CO | NEW YORK CITY, NY | INVEST. MANAGEMENT | $560,701 |
2016 · 5 contractors · $50.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| FMR LLC | BOSTON, MA | ADMIN & INV MGMT SVC | $46,250,730 |
| UBS Financial Services | WALNUT CREEK, CA | INVEST. MANAGEMENT | $2,186,483 |
| ICONIQ CAPITAL | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $1,317,606 |
| PRICEWATERHOUSECOOPERS LLP | BOSTON, MA | AUDIT & TAX SERVICES | $510,170 |
| FIRST REPUBLIC INVESTMENT MGMT INC | SAN FRANCISCO, CA | INVEST. MANAGEMENT | $339,438 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 89,891 grants to organizations · $15.07B
Listed grants add up to $15,073,023,146; the return's “grants paid” expense line says $15,307,491,635. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 80,308 grants to organizations · $12.51B
Listed grants add up to $12,514,527,756; the return's “grants paid” expense line says $12,693,064,054. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 72,328 grants to organizations · $10.13B
Listed grants add up to $10,130,189,160; the return's “grants paid” expense line says $10,356,741,867. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 65,439 grants to organizations · $11.24B
Listed grants add up to $11,243,317,986; the return's “grants paid” expense line says $11,443,494,670. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 64,214 grants to organizations · $9.86B
Listed grants add up to $9,862,402,909; the return's “grants paid” expense line says $10,055,307,579. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 56,777 grants to organizations · $7.14B
Listed grants add up to $7,136,422,470; the return's “grants paid” expense line says $7,322,344,409. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 49,227 grants to organizations · $5.94B
Listed grants add up to $5,939,839,030; the return's “grants paid” expense line says $6,060,740,009. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 34,463 grants to organizations · $3.82B
Listed grants add up to $3,817,091,526; the return's “grants paid” expense line says $4,798,368,744. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 34,463 grants to organizations · $3.32B
Listed grants add up to $3,316,913,999; the return's “grants paid” expense line says $3,764,811,986. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $30,633,210,968 | $15,594,895,656 | $86,270,322,515 | $85,862,738,605 | $26,467,716,241 | $0 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $18,985,204,861 | $12,921,946,074 | $66,787,000,627 | $66,543,007,630 | $15,928,785,749 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $14,732,623,803 | $10,542,911,354 | $56,657,940,564 | $55,899,387,787 | $12,623,545,644 | $0 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $19,858,151,933 | $11,634,379,981 | $48,314,187,764 | $48,093,847,197 | $15,196,581,675 | $0 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $19,858,151,933 | $11,634,379,981 | $48,314,187,764 | $48,093,847,197 | $15,196,581,675 | $0 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $18,558,596,882 | $10,215,226,599 | $49,738,032,591 | $49,563,327,188 | $15,298,500,542 | $0 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $12,252,844,500 | $7,447,268,345 | $35,369,008,813 | $35,231,017,002 | $10,716,447,620 | $0 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $9,936,953,867 | $6,164,989,844 | $31,090,336,744 | $30,976,730,408 | $8,550,169,316 | $0 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $10,031,882,956 | $4,883,801,649 | $27,028,513,842 | $26,942,973,355 | $9,035,902,327 | $0 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $7,357,429,096 | $3,834,825,046 | $21,223,553,156 | $21,125,594,446 | $6,834,013,677 | $0 | $0 | 0 | 0 |
Funders of this organization
617 grantors reported grants to this organization, $8,844,365,537 in all, tax years 2009 to 2025; the 25 largest shown (all 617). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| SILICON VALLEY COMMUNITY FOUNDATION | DAF sponsor | Exact | 2010-2024 | 18 | $1,831,207,824 | 2024 | $51,869,044 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2014-2024 | 11 | $1,769,961,926 | 2024 | $976,570,217 | show |
| NATIONAL PHILANTHROPIC TR | DAF sponsor | Exact | 2014-2024 | 15 | $1,029,287,062 | 2024 | $284,919,786 | show |
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | DAF sponsor | Exact | 2017-2024 | 8 | $941,347,293 | 2024 | $84,255,680 | show |
| JASPER RIDGE CHARITABLE FUND | Private foundation | Exact | 2017-2020, 2022-2023 | 6 | $555,614,360 | 2023 | $1,249,438 | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | Exact | 2020-2024 | 5 | $259,506,364 | 2024 | $87,288,229 | show |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | DAF sponsor | Exact | 2013-2023 | 43 | $254,738,358 | 2023 | $149,778,624 | show |
| DECHOMAI FOUNDATION INC | DAF sponsor | Exact | 2012, 2020-2024 | 6 | $253,734,673 | 2024 | $29,753,308 | show |
| AMERICAN ENDOWMENT FOUNDATION | DAF sponsor | Exact | 2010, 2016-2024 | 16 | $221,749,772 | 2024 | $42,809,617 | show |
| JEWISH COMMUNAL FUND | DAF sponsor | Exact | 2009-2010, 2012-2024 | 15 | $115,292,002 | 2024 | $9,071,610 | show |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION | DAF sponsor | Exact | 2012-2024 | 15 | $77,512,815 | 2024 | $8,084,178 | show |
| AURORA FOUNDATION | Private foundation | Fuzzy filed as “Fidelity Investments Charitable Gift Fund” | 2021-2022 | 19 | $77,203,255 | 2022 | $39,703,255 | show |
| LA VIDA FELIZ FOUNDATION | Private foundation | Fuzzy filed as “FIDELITY INVESTMENTS CHARITABLE GIFT FUND” | 2021-2023 | 3 | $72,500,000 | 2023 | $24,500,000 | show |
| SUSQUEHANNA FOUNDATION | Private foundation | Fuzzy filed as “FIDELITY INVESTMENTS CHARITABLE GIFT FUND” | 2024 | 1 | $63,428,266 | 2024 | $63,428,266 | show |
| RAYMOND JAMES CHARITABLE ENDOWMENT FUND | DAF sponsor | Exact | 2012-2024 | 13 | $56,828,342 | 2024 | $36,438,572 | show |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | DAF sponsor | Exact | 2009-2024 | 16 | $47,175,295 | 2024 | $9,310,843 | show |
| WALTON FAMILY FOUNDATION INC | Private foundation | Fuzzy filed as “Fidelity Investments Charitable Gift Fund” | 2020-2024 | 42 | $47,155,739 | 2024 | $7,432,153 | show |
| BOSTON FOUNDATION INC | DAF sponsor | Exact | 2009-2010, 2014-2024 | 17 | $40,680,302 | 2024 | $5,383,841 | show |
| IMPACTASSETS INC | DAF sponsor | Exact | 2014, 2016-2024 | 13 | $36,798,902 | 2024 | $12,107,424 | show |
| BNY MELLON CHARITABLE GIFT FUND | DAF sponsor | Exact | 2017-2024 | 9 | $34,309,514 | 2024 | $16,836,937 | show |
| THE AYCO CHARITABLE FOUNDATION | DAF sponsor | Exact | 2019-2024 | 6 | $31,077,906 | 2024 | $1,773,223 | show |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | DAF sponsor | Exact | 2016-2022, 2024 | 8 | $30,600,000 | 2024 | $30,050,000 | show |
| THE CHICAGO COMMUNITY TRUST | DAF sponsor | Exact | 2016-2023 | 8 | $29,663,765 | 2023 | $924,337 | show |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | DAF sponsor | Exact | 2013-2016, 2019-2022, 2024 | 9 | $24,098,346 | 2024 | $17,915,313 | show |
| THE SEATTLE FOUNDATION | DAF sponsor | Exact | 2012-2013, 2016, 2018-2023 | 27 | $23,325,832 | 2023 | $131,895 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| FIDELITY NON-PROFIT MANAGEMENT FOUNDATION | MA | S50 | $258,852,289 | $141,749,569 | PRESIDENT | $590,747 | Same NTEE code S50, revenue differs more than 10x, same state |
| GREENLIGHT FUND INC | MA | S50 | $15,285,791 | $15,240,469 | VP, DEVELOPMENT AND EXPANSION | $207,503 | Same NTEE code S50, revenue differs more than 10x, same state |
| NEW PROFIT INC | MA | S50 | $33,625,326 | $43,748,913 | CEO | $540,689 | Same NTEE code S50, revenue differs more than 10x, same state |
| MANAGED HEALTH RESOURCES INC | MA | S50 | $10,737,463 | $10,115,111 | PRESIDENT/CEO | $361,818 | Same NTEE code S50, revenue differs more than 10x, same state |
| MOVEMENT VOTER FUND | MA | S50 | $11,344,217 | $5,467,906 | TREASURER | $195,574 | Same NTEE code S50, revenue differs more than 10x, same state |
| COMMUNITY ACTION PROGRAM LEGAL SERVICES INC | MA | S50 | $1,655,988 | $1,312,366 | EXECUTIVE DIRECTOR | $255,535 | Same NTEE code S50, revenue differs more than 10x, same state |
| THE BRIDGESPAN GROUP INC | MA | S50 | $91,623,705 | $96,944,311 | MANAGING PARTNER | $717,347 | Same NTEE code S50, revenue differs more than 10x, same state |
| DUDLEY ECONOMIC EMPOWERMENT PARTNERS INC | MA | S50 | $105,750 | $681,242 | EXECUTIVE DIRECTOR (UNTIL 9/2023) | $168,728 | Same NTEE code S50, revenue differs more than 10x, same state |
| PROJECT EVIDENT INC | MA | S50 | $10,544,459 | $5,631,406 | CHIEF EXECUTIVE OFFICER | $400,323 | Same NTEE code S50, revenue differs more than 10x, same state |
| SPONSOR INC | MA | S50 | $1,355,504 | $1,237,543 | Executive Director | $6,000 | Same NTEE code S50, revenue differs more than 10x, same state |
| TECHNICAL DEVELOPMENT CORPORATION | MA | S50 | $1,693,423 | $3,199,999 | President | $207,802 | Same NTEE code S50, revenue differs more than 10x, same state |
| W L C MANAGEMENT COMPANY INC | MA | S50 | $1,410,810 | $1,029,390 | PRES/TREAS/D | $448,372 | Same NTEE code S50, revenue differs more than 10x, same state |
| CENTER REDEVELOPMEMT CORPORATION | MA | S50 | $1,702,163 | $1,736,311 | COO THRU 3/2025 THEN CEO | $176,156 | Same NTEE code S50, revenue differs more than 10x, same state |
| METROWEST NONPROFIT NETWORK INC | MA | S50 | $242,655 | $149,287 | EXECUTIVE DIRECTOR | $69,956 | Same NTEE code S50, revenue differs more than 10x, same state |
| NOURISH NANTUCKET INC | MA | S50 | $1,481,259 | $700,823 | EXECUTIVE DI | $112,771 | Same NTEE code S50, revenue differs more than 10x, same state |
| BTV ACCESS CORP | MA | S50 | $450,597 | $560,625 | DIRECTOR | $0 | Same NTEE code S50, revenue differs more than 10x, same state |
| LEAN CONSTRUCTION INSTITUTE INC | MA | S50 | $4,913,526 | $5,211,751 | EXECUTIVE DI | $342,106 | Same NTEE code S50, revenue differs more than 10x, same state |
| LOOMIS SENIOR LIVING INC | MA | S50 | $13,716,847 | $13,545,944 | PRESIDENT & CEO | $344,197 | Same NTEE code S50, revenue differs more than 10x, same state |
| THIRD SECTOR NEW ENGLAND INC | MA | S50 | $92,168,799 | $82,212,723 | CEO | $442,692 | Same NTEE code S50, revenue differs more than 10x, same state |
| OCPC REGIONAL OPERATION AND MANAGEMENT INC | MA | S50 | $82,935 | $102,880 | EXECUTIVE DIRECTOR | $177,978 | Same NTEE code S50, revenue differs more than 10x, same state |
| COMMUNITY CONSULTING TEAMS INC | MA | S50 | $128,330 | $110,210 | President and Co-Chair | $0 | Same NTEE code S50, revenue differs more than 10x, same state |
| CHARITABLE VENTURES OF ORANGECOUNTY INC | CA | S50 | $18,101,826 | $17,344,360 | President & CEO | $201,690 | Same NTEE code S50, revenue differs more than 10x |
| CHARLES COUNTY CHARITABLE TRUST INC | MD | S50 | $1,668,070 | $1,669,995 | Executive Dir. | $83,343 | Same NTEE code S50, revenue differs more than 10x |
| NORTHAVEN CHARITABLE GIVINGFOUNDATION | TX | S50 | $113,930 | $100,017 | PRESIDENT & CEO | $337,630 | Same NTEE code S50, revenue differs more than 10x |
| CHARITY WORKS INC | FL | S50 | $1,863,163 | $1,383,975 | CHAIRMAN | $118,387 | Same NTEE code S50, revenue differs more than 10x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $15,594,895,656 spent · pay $0 · grants $15,307,491,635 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $15,234,325,366 | $15,234,325,366 | - | - | 97.7% | |
| Fees: management | $179,875,837 | $179,875,837 | - | - | 1.2% | |
| Fees: investment management | $84,317,489 | $84,317,489 | - | - | 0.5% | |
| Grants outside the US | $73,166,269 | $73,166,269 | - | - | 0.5% | |
| Other (as described) | OTH CHARITABL INV ADVISOR PRGM | $15,615,744 | $15,615,744 | $0 | $0 | 0.1% |
| Other (as described) | FEDERAL & STATE TAX PAYMENTS | $5,695,890 | $5,695,890 | $0 | $0 | 0.0% |
| Fees: accounting | $1,899,061 | $1,899,061 | - | - | 0.0% | |
| Total | $15,594,895,656 | 100% |
2023 · Form 990 · $12,921,946,074 spent · pay $0 · grants $12,693,064,054 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $12,621,295,329 | $12,621,295,329 | - | - | 97.7% | |
| Fees: management | $139,686,600 | $139,686,600 | - | - | 1.1% | |
| Grants outside the US | $71,768,725 | $71,768,725 | - | - | 0.6% | |
| Fees: investment management | $67,308,635 | $67,308,635 | - | - | 0.5% | |
| Other (as described) | OTH CHARITABL INV ADVISOR PRGM | $20,670,116 | $20,670,116 | $0 | $0 | 0.2% |
| Fees: accounting | $1,216,669 | $1,216,669 | - | - | 0.0% | |
| Total | $12,921,946,074 | 100% |
2022 · Form 990 · $10,542,911,354 spent · pay $0 · grants $10,356,741,867 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,314,354,491 | $10,314,354,491 | - | - | 97.8% | |
| Fees: management | $121,190,522 | $121,190,522 | - | - | 1.1% | |
| Fees: investment management | $53,687,639 | $53,687,639 | - | - | 0.5% | |
| Grants outside the US | $42,387,376 | $42,387,376 | - | - | 0.4% | |
| Other (as described) | OTH CHARITABL INV ADVISOR PRGM | $9,982,465 | $9,982,465 | $0 | $0 | 0.1% |
| Fees: accounting | $1,293,615 | $1,293,615 | - | - | 0.0% | |
| Fees: legal | $15,246 | $15,246 | - | - | 0.0% | |
| Total | $10,542,911,354 | 100% |
2021 · Form 990 · $11,634,379,981 spent · pay $0 · grants $11,443,494,670 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $11,389,188,667 | $11,389,188,667 | - | - | 97.9% | |
| Fees: management | $124,608,555 | $124,608,555 | - | - | 1.1% | |
| Fees: investment management | $56,692,887 | $56,692,887 | - | - | 0.5% | |
| Grants outside the US | $54,306,003 | $54,306,003 | - | - | 0.5% | |
| Other (as described) | OTH CHARITABL INV ADVISOR PRGM | $8,178,569 | $8,178,569 | $0 | $0 | 0.1% |
| Fees: accounting | $1,241,013 | $1,241,013 | - | - | 0.0% | |
| Fees: legal | $164,287 | $164,287 | - | - | 0.0% | |
| Total | $11,634,379,981 | 100% |
2020 · Form 990 · $10,215,226,599 spent · pay $0 · grants $10,055,307,579 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,014,763,351 | $10,014,763,351 | - | - | 98.0% | |
| Fees: management | $100,505,084 | $100,505,084 | - | - | 1.0% | |
| Grants outside the US | $40,544,228 | $40,544,228 | - | - | 0.4% | |
| Fees: investment management | $40,307,140 | $40,307,140 | - | - | 0.4% | |
| Other (as described) | OTH CHARITABL INV ADVISOR PRGM | $13,324,307 | $13,324,307 | - | - | 0.1% |
| Fees: legal | $4,171,037 | $4,171,037 | - | - | 0.0% | |
| Fees: accounting | $1,611,452 | $1,611,452 | - | - | 0.0% | |
| Total | $10,215,226,599 | 100% |
2019 · Form 990 · $7,447,268,345 spent · pay $0 · grants $7,322,344,409 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $7,275,861,934 | $7,275,861,934 | - | - | 97.7% | |
| Fees: management | $76,657,961 | $76,657,961 | - | - | 1.0% | |
| Grants outside the US | $46,482,475 | $46,482,475 | - | - | 0.6% | |
| Fees: investment management | $31,835,831 | $31,835,831 | - | - | 0.4% | |
| Fees: legal | $7,622,602 | $7,622,602 | - | - | 0.1% | |
| Other (as described) | OTH CHARITABL INV ADVISOR PRGM | $6,215,820 | $6,215,820 | - | - | 0.1% |
| Fees: accounting | $2,591,722 | $2,591,722 | - | - | 0.0% | |
| Total | $7,447,268,345 | 100% |
2018 · Form 990 · $6,164,989,844 spent · pay $0 · grants $6,060,740,009 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $6,051,674,174 | $6,051,674,174 | - | - | 98.2% | |
| Fees: management | $72,495,491 | $72,495,491 | - | - | 1.2% | |
| Fees: investment management | $22,702,755 | $22,702,755 | - | - | 0.4% | |
| Grants outside the US | $9,065,835 | $9,065,835 | - | - | 0.1% | |
| Other (as described) | OTH CHARITABL INV ADVISOR PRGM | $4,879,170 | $4,879,170 | $0 | $0 | 0.1% |
| Fees: legal | $3,167,782 | $3,167,782 | - | - | 0.1% | |
| Fees: accounting | $1,004,637 | $1,004,637 | - | - | 0.0% | |
| Total | $6,164,989,844 | 100% |
2017 · Form 990 · $4,883,801,649 spent · pay $0 · grants $4,798,368,744 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,770,141,679 | $4,770,141,679 | - | - | 97.7% | |
| Fees: management | $65,367,713 | $65,367,713 | - | - | 1.3% | |
| Grants outside the US | $28,227,065 | $28,227,065 | - | - | 0.6% | |
| Fees: investment management | $19,064,418 | $19,064,418 | - | - | 0.4% | |
| Fees: accounting | $1,000,774 | $1,000,774 | - | - | 0.0% | |
| Total | $4,883,801,649 | 100% |
2016 · Form 990 · $3,834,825,046 spent · pay $0 · grants $3,764,811,986 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,691,747,316 | $3,691,747,316 | - | - | 96.3% | |
| Grants outside the US | $73,064,670 | $73,064,670 | - | - | 1.9% | |
| Fees: management | $54,893,046 | $54,893,046 | - | - | 1.4% | |
| Fees: investment management | $14,516,462 | $14,516,462 | - | - | 0.4% | |
| Fees: accounting | $603,552 | $603,552 | - | - | 0.0% | |
| Total | $3,834,825,046 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| Yes | 224,884 | $26,464,117,648 | $15,251,790,204 | $85,481,718,948 | 44 | $3,598,593 | $44,547,566 | $381,019,657 |
| 2023 · Form 990 | ||||||||
| Yes | 204,614 | $15,914,796,100 | $12,657,447,280 | $66,199,578,792 | 34 | $13,989,649 | $19,026,418 | $343,428,838 |
| 2022 · Form 990 | ||||||||
| Yes | 190,162 | $12,620,168,504 | $10,299,687,597 | $55,604,736,854 | 31 | $3,377,140 | $41,009,941 | $294,650,933 |
| 2021 · Form 990 | ||||||||
| Yes | 179,393 | $15,195,907,879 | $11,402,211,108 | $47,835,514,588 | 25 | $673,796 | $25,153,556 | $258,332,609 |
| 2020 · Form 990 | ||||||||
| Yes | 160,403 | $15,277,689,048 | $10,038,323,115 | $49,262,097,954 | 26 | $20,811,494 | $16,984,464 | $301,229,234 |
| 2019 · Form 990 | ||||||||
| Yes | 142,492 | $10,714,219,521 | $7,292,118,908 | $34,969,283,806 | 22 | $2,228,099 | $24,685,410 | $261,733,196 |
| 2018 · Form 990 | ||||||||
| Yes | 126,958 | $8,549,686,745 | $6,055,555,994 | $30,932,326,866 | 2 | $482,571 | $5,184,015 | $44,403,542 |
| 2017 · Form 990 | ||||||||
| Yes | 114,245 | $9,035,469,324 | $4,798,128,710 | $26,902,115,847 | 1 | $433,003 | $240,034 | $40,857,508 |
| 2016 · Form 990 | ||||||||
| Yes | 93,373 | $6,833,932,915 | $3,759,843,542 | $21,085,687,731 | 1 | $80,762 | $4,968,444 | $39,906,715 |