Professional Documents
Culture Documents
1545-0047
Revenue Expenses , and Chan g es in Net Assets or Fund Balances (See the
1 Contributions, gifts, grants, and similar amounts received-
a Contributions to donor advised funds . . . . . _ 1a 1, 594, 934, 259
b Direct public support (not included on line 1 a) . . . lb
c Indirect public support (not included on line 1a) . . 1c
d Government contributions (grants) (not included on line 1a) Id
e Total (add lines 1a through 1d) (cash $ 517, 117, 306 noncash $ 1, 077, 816, 953 ) le 594,934,259
2 Program service revenue including government fees and contracts (from Part VII, line 93)
3 Membership dues and assessments . . . . . . . . . . . . . . . . . 3
4 Interest on savings and temporary cash investments . . . . . . . . . . 4
5 Dividends and interest from securities . . . . . . . . . . . 5 293,737,910
6a Gross rents . . . . . . . . . . . . . . . . 6a
b Less: rental expenses . . . . . . . . . . . 6b
c Net rental income or (loss) Subtract line 6b from line 6a . . . . . . .
Other investment income (describe ^
(A) Securities (B) Other
d 8a Gross amount from sales of assets other
than inventory Statement, 1 . . 2, 411, 532, 898 8a
b Less cost or other basis and sales expenses. 2, 376, 768, 803 8b
c Gain or (loss) (attach schedule) . . . 34, 764, 095 8c
d Net gain or (loss) Combine line 8c, columns (A) and (B) . . . . . . . . . . .
Special events and activities (attach schedule) If any amount is from gaming , check here
9 ^ ❑
a Gross revenue (not including $ of
contributions reported on line 1b) . . . . . . . . . 9a
b Less: direct expenses other than fundraising expenses 9b
c Net income or (loss) from special events. Subtract line 9b from line 9a . . . . .
10a Gross sales of inventory, less returns and allowances 10a
b Less, cost of goods sold . . . . . . . . . . _ 10b
!d! c Gross profit or (loss) from sales of invetalc edule Subtract line 1 Ob from line I Oa 10c
11 Other revenue (from Part VII, line 11
12 Total revenue. Add lines le, 2, 3, 12 1,923,436,264
44911--
13 Program services (from line 44, 13 1,177,088,019
coco
w 14 Management and general (from lin bnlih 14 1,389,372
c
W o. 15 Fundraising (from line 44, column 15 5,301,382
® w 16 Payments to affiliates (attach sche 16
N T ' . . . . . . .
W 17 Total expenses. Add lines 16 and 17 1,183,778,773
18 Excess or (deficit) for the year Subtract line 17 from line 12 . . . . . . . . 18 739,657,491
Cr
Q 19 Net assets or fund balances at beginning of year (from line 73, column (A)) . . . . 19 4,626,763,465
Z 20 Other changes in net assets or fund balances (attach explanation) $tate8leri.t 2 . 20 (649,697,243)
21 Net assets or fund balances at end of year Combine lines 18, 19, and 20 . . . . . 21 4 , 716 , 723r-713
For Privacy Act and Paperwork Reduction Act Notice , see the separate instructions. Form 990 (2007)
ISA
S7F TVJC10D1 1 vQ
Form 990 (2007) Page 2
Statement of Al organizations must complete column (A). Columns (B), (C), and (D) are required for section 501(c)(3) and (4)
Functional Expenses organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others. (See the instructions)
Do not include amounts reported on line (B) Program (C) Management
( A) Total services and general ( D) Fundraising
6b, 8b, 9b, 10b, or 16 of Part I
22a Grants paid from donor advised funds ( attach schedule)st teme 3
---------------
---------------
---------------
---------------
Is and allocations $ 1,164, 526, 856) If this amount includes foreign grants , check here ^ ❑
STF TvJC1001 3
Form 990 (2007) Page 4
• Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the
instructions. )
a Total revenue, gains, and other support per audited financial statements . . . . . . . . a 1, 273, 739, 021
b Amounts included on line a but not on Part I, line 12:
1 Net unrealized gains on investments . . . . . . . . . b1 (643, 578, 145
2 Donated services and use of facilities . . . . . . . . . . . b2
3 Recoveries of prior year grants . . . . . .. . . . . . . b3
4 Other (specify): Decrease in FMV of Receivable from PIF
--------------------------------------------------------------
b4 (6,119,098
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Add lines b1 through b4 . . . . . . . . . . . . . . . . . . . . . . . . b (649, 697, 243)
c Subtract line b from line a . . . . . . . . . . . . . . . . . . . . . . c 1, 923, 436, 264
d Amounts included on Part I, line 12, but not on line a:
I Investment expenses not included on Part 1, line 6b . . . . . d1
2 Other (specify). ............................................................
------------------------------------ ---------------------------------------------- d2
Add lines d1 and d2 . . . . . . ... . . . . . d
e Total revenue (Part I, line 12). Add linesc and d . ^ e 1, 923, 436, 264
• Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
a Total expenses and losses per audited financial statements . . . . . . . . . . . . a 1, 183 , 778, 773
b Amounts included on line a but not on Part I, line 17:
1 Donated services and use of facilities . . . . . . . . . . . b1
2 Prior year adjustments reported on Part I, line 20 . . . . . . . b2
3 Losses reported on Part I, line 20 . . . . . . . . . . . . b3
4 Other (specify). _____
---------------------------------------------------- -----
b4
----------------------------------------------------------------------------- -----
Add lines b1 through b4 . . . . . . . . . . . . . . . . . . . . . . . . b
c Subtract line b from line a . . . . . . . . . . . . . . . . . . . . . . . c 1, 183, 778, 773
d Amounts included on Part I , line 17 , but not on line a:
I Investment expenses not included on Part I , line 6b . . . . . d1
2 Other (specify ): ------------------------
--------------------------------- -----
d2
------------------------------------------------------------------------------ -----
Add lines d1 and d2 d
e Total expenses ( Part 1, line 17 ) Add linesc and d ^ e 1,183, 778, 773
Current Officers, Directors , Trustees , and Key Employees (List each person who was an officer, director, trustee,
or key employee at any time during the year even if they were not compensated .) (See the instructions )
(B) (C) Compensation (0) Contributions to employee (E) Expense account
(A) Name and address Title and average hours per ( If not paid , enter benefit plans & defend and other allowances
week devoted to sition -0-.) compensation plans
Statement 7
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1,666,176 401,122 NONE
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STF TVJC1001 5
Form 990 (2007) Page 6
Current Officers , Directors , Trustees , and Key Em p loyees (continued) Yes $No
75a Enter the total number of officers, directors, and trustees permitted to vote on organization business at board
meetings . . . . . . . . . . . . . . . . . . . . . . . .
b Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated
employees listed in Schedule A, Part I, or highest compensated professional and other independent
contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business
relationships? If "Yes," attach a statement that identifies the individuals and explains the relationship(s) . 75b
c Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest
compensated employees listed in Schedule A, Part I, or highest compensated professional and other
independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other
organizations, whether tax exempt or taxable, that are related to the organization? See the instructions for
the definition of "related organization." . . . . . . . . . . . . . . . . . . . . . . . ^ 75c x
If "Yes," attach a statement that includes the information described in the instructions.
d Does the organization have a written conflict of interest policy? 75d x
Former Officers , Directors , Trustees , and Key Employees That Received Compensation or Other Benefits (If any former
officer, director, trustee, or key employee received compensation or other benefits (described below) during the year, list that
person below and enter the amount of compensation or other benefits in the appropriate column. See the instructions.)
(C) Compensation (0) Cantrbiaions to enybyee ( E) Expense
(A) Name and address (B) Loans and Advances (inot paid, beneti plans S de(aned account and other
enter -0-) compensation plans allowances
Linda Caliri
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200 Sea p ort Blvd, 7th Floor, Boston, MA 02109 0 7,554 1,964 0
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STF TVJC1001 6
Form 990 (2007) Page 7
' Information Re g ardin g Taxable Subsidiaries and D isregarded Entities (See the instructions. )
A (B)
Name, address, and IN of corporation, Percentage of (C) End-of-year
partnership, or disregarded entity ownershi p interest Nature activities Total income assets
N/A %
o^
o^
%
Information Regarding Transfers Associated with Personal Benefit Contracts (See the instructions.)
(a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . ❑ Yes No
(b) Did the organization , during the year, pay premiums , directly or indirectly , on a personal benefit contract? ❑ Yes I No
Note : If "Yes" to (b), file Form 8870 and Form 4720 (see instructions).
Form 990 (2007)
STF TVJC1001 8
Form 990 (2007) Page 9
Information Regarding Transfers To and From Controlled Entities . Complete only if the organization
is a controlling organization as defined in section 512(b)(13).
Yes No
106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of
the Code? If "Yes," complete the schedule below for each controlled entity. x
(A) (B) (C) (D)
Name , address , of each Employer Identification Description of
controlled entity Number transfer Amount of transfer
------------------------------------------
a
------------------------------------------
------------------------------------------
b
------------------------------------------
------------------------------------------
G
------------------------------------------
Totals
Yes No
107 Did the reporting organization receive any transfers from a controlled entity as defined in section,
512(b)(13) of the Code? If "Yes," complete the schedule below for each controlled entity. x
(A) (B) (C) (D)
Name, address , of each Employer Identification Description of
controlled entity Number transfer Amount of transfer
Fidelitx_Investments Pooled
--------- ------------------------
a Income Fund; 200 Seaport-Blvd
----------------------- --
Boston, MA 02109 5-2568377 IF Remainder Contributions 14,490
------------------------------------------
b
------------------------------------------
------------------------------------------
G
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Totals
114,490
Yes No
108 Did the organization have a binding written contract in effect on August 17, 2006, covering the interest,
rents, royalties, and annuities described in question 107 above? x
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge
and beheA it is true, correct, and con)plete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge
Please ' / 14 1 ,y ft,
Sign Srnate of officer Date
Here
Paid Preparer's'
signature n(,^
4 (,
Preparet's Firm's name (or yours
Use Only if self-employed), ^ md
address. and ZIP + 4
STF NJC1001 9
SCHEDULE A Organization Exempt Under Section 501 (c)(3) OMB No . 1545-0047
(Form 990 or 990 -EZ) (Except Private Foundation) and Section 501(e), 501(f), 501(k), 501(n),
or 4947(a)(1) Nonexempt Charitable Trust
Supplementary Information-(See separate instructions .) 2 0 07
Department of the Treasury
Internal Revenue Service ^ MUST be completed by the above organizations and attached to their Form 990 or 990-EZ
Name of the organization Employer identification number
Fidelit Investment Charitable Gift Fund 11-0303001
Compensation of the Five Highest Paid Employees Other Than Officers, Directors , and Trustees
(See paae 1 of the instructions. List each one. If there are none. enter "None.")
(a) Name and address of each employee paid more ( b) Title and average hours (d) Conons to (e) Expense
( c) Compensation employee benefit plans & account and other
than $50,000 per week devoted to position
deferred compensation allowances
Jac ueline Valouch,c/o Fidelit
---------------------- ------- Investments CGF Planned Giving
200 Sea p ort BLVD,7th Fl. Boston , MA 02109 Consultant; 37.5 hrs 299,066 56,758 NONE
Keiron O'Brien, c/o Fidelity Investments CGF Planned Giving
200 Seap ort BLVD , 7th Fl. Boston , MA 02109 Consultant; 37.5 hrs 256,112 56,135 NONE
Ma---r-Ricketson,c/o Fidelity Investments CGF Planned Giving
-------------------------- -----------
200 Sea p ort BLVD , 7th Fl. Boston, MA 02109 Consultant; 37.5 hrs 215,123 42,971 NONE
David Brosnan^c/o_Fidelity_ Investments CGF______ Planned Giving
200 Sea p ort BLVD , 7th Fl. Boston , MA 02109 Consultant; 37.5 hrs 205,496 42,771 NONE
Mark Humphreville^c/o Fidelity_Investments CGe_ Planned Giving
---------- ----- --------
200 Sea p ort BLVD , 7th Fl. Boston , MA 02109 Consultant; 37.5 hrs 202 664 41 800 NONE
Total number of other employees paid over $50,000 . ^ 93
GMEM Compensation of the Five Highest Paid Independent Contractors for Professional Services
(See page 2 of the instructions. List each one (whether indivi duals or firms). If there are none, enter "None ")
(a) Name and address of each independent contractor paid more than $50,000 ( b) Type of service ( c) Compensation
Pricewate---------rhouse 2q opers L---
------------LP - - -- --------------------- -------------------------------
125 Hi g h Street, Boston, MA 02110 Audit 164,347
Information Builders Inc
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75 Second Avenue , Suite 710 , Needham , MA 02494 IT 60,382
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lj^;, Compensation of the Five Highest Paid Independent Contractors for Other Services
(List each contractor who performed services other than professional services, whether individuals or
arms . IT tnere are none , enter - None ." See page 2 of the in structions.)
(a) Name and address of each independent contractor paid more than $50,000 ( b) Type of service (c) Compensation
Arnold - Worldwide LLC -------------------------------------------------------------
195 Broadwa y, New York, NY 10007 Advertisin g 512,284
Fulfillment Express INC
- - - - - ---------------------------------------------------------
265 Bear Hill Road, Waltham, MA 02451 Promo-Fulfillment 302,356
Pappas Macdonnell
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135 Rennell Drive, South p ort, CT 06890 Marketin g Communications 216,611
Valletta Desi n Communications LLC
933 E. Second Street, Boston, MA 02127 Technolo gy Desi g n and Product 192,165
Register__MMarar k
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74 Needle E y e Road, Meredith, NH 03253 Commercial Art/Graphic Design 186,280
Total number of other contractors receiving over
$50,000 for other services . . . . . . . ' 13
For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990 -EL Schedule A (Form 990 or 990 -EZ) 2007
ISA
CGF ENGAGES FMR CORP UNDER A MASTER SERVICE AGREEMENT TO PROVIDE ALL SERVICES TO CGF, INCLUDING PAYMENTS TO VENDORS AND NON-OFFICER
COMPENSATION. THE TOP FIVE PROFESSIONAL PROVIDORS AND THE TOP FIVE OTHER SERVICE PROVIDERS ARE LISTED ABOVE. TOTAL PAYMENTS TO F14R L
DURING FY 2008 WERE $19,251,917.
STF TZLH1001 1
Schedule A (Form 990 or 990-EZ) 2007 Page 2
1 During the year, has the organization attempted to influence national , state , or local legislation , including any
attempt to influence public opinion on a legislative matter or referendum ? If "Yes,' enter the total expenses paid
or incurred in connection with the lobbying activities ^ $ 0 (Must equal amounts on line 38,
Part VI-A, or line i of Part VI-B) . . . . . . . . . . . . . . . . . . . . . . . . . . 1 x
Organizations that made an election under section 501 (h) by filing Form 5768 must complete Part VI-A. Other
organizations checking "Yes" must complete Part VI-B AND attach a statement giving a detailed description of
the lobbying activities.
2 During the year, has the organization , either directly or indirectly , engaged in any of the following acts with any
substantial contributors , trustees, directors, officers , creators , key employees , or members of their families, or
with any taxable organization - with which any such person is affiliated as an officer, director, trustee, majority
owner, or principal beneficiary ? (If the answer to any question is "Yes,' attach a detailed statement explaining the
transactions)
d Payment of compensation ( or payment or reimbursement of expenses if more than $ 1,000)?see Form 990 , Part V 2d x
3a Did the organization make grants for scholarships , fellowships , student loans, etc ? (If "Yes," attach an explanation
of how the organization determines that recipients qualify to receive payments ) . . . . . . . . . . 3a x
b Did the organization have a section 403(b ) annuity plan for its employees? . . . . . . . . . . . . 3b x
c Did the organization receive or hold an easement for conservation purposes , including easements to preserve open
space , the environment, historic land areas or historic structures ? If "Yes," attach a detailed statement . . . 3c x
d Did the organization provide credit counseling , debt management , credit repair, or debt negotiation services? 3d x
4a Did the organization maintain any donor advised funds ? If "Yes ," complete lines 4b through 4g. If "No," complete
lines 4f and 4g . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4a x
b Did the organization make any taxable distributions under section 4966? . . . . . . . . . . . . 4b x
C Did the organization make a distribution to a donor , donor advisor , or related person? . . . . . . 4c x
d Enter the total number of donor advised funds owned at the end of the tax year . . . . . . . . . . ^ 4 7r 918
e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year . . ^ 4, 60 0, 05 8, 000
f Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised
funds included on line 4d) where donors have the right to provide advice on the distribution or investment of
amounts in such funds or accounts . . . . . . . . . . . . . . . . . . . . . . . ^ 0
g Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year ^ 0
STF TZLH1001 2
Schedule A (Form 990 or 990- EZ) 2007 Page 3
FORM Reason for Non-Private Foundation Status (See pages 4 through 8 of the instructions.)
I certify that the organization is not a private foundation because it is: ( Please check only ONE applicable box.)
5 ❑ A church, convention of churches, or association of churches. Section 170(b)(1)(A)(i).
9 ❑ A medical research organization operated in conjunction with a hospital Section 170( bx1)(A)(iii) Enter the hospital' s name, city,
and state ^
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10 ❑ An organization operated for the benefit of a college or university owned or operated by a governmental unit Section 170(b)(1)(A)(iv)
(Also complete the Support Schedule in Part IV-A.)
11a Q An organization that normally receives a substantial part of its support from a governmental unit or from the general public . Section
170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.)
11b ❑ A community trust. Section 170(b)(1)(A)(vi ) (Also complete the Support Schedule in Part IV-A )
12 ❑ An organization that normally receives: ( 1) more than 331h% of itssupportfrom contributions . membership fees , and gross receipts
from activities related to its charitable , etc, functions-subject to certain exceptions , and (2 ) no more than 331/3% of its support
from gross investment income and unrelated business taxable income (less section 511 tax ) from businesses acquired by the
organization after June 30, 1975. See section 509(a )(2). (Also complete the Support Schedule in Part IV-A.)
13 ❑ An organization that is not controlled by any disqualified persons (other than foundation managers ) and otherwise meets the
requirements of section 509(a )(3). Check the box that describes the type of supporting organization
❑ Type I ❑ Type II ❑ Type Ill-Functionally Integrated ❑ Type III-Other
Provide the following information about the suooorted organizations - (See oaae 8 of the instructions.)
(a) (b) (c) (d) (e)
Name(s) of supported organization(s) Employer Type of Is the supported Amount of
identification organization organization listed in support
number (EIN) (described in lines the supporting
5 through 12 organization's
above or IRC governing documents?
section)
Yes No
I oral . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ 1
14 ❑ An organization organized and operated to test for public safety. Section 509(a)(4) (See page 8 of the instructions.)
Schedule A ( Form 990 or 990- ) 2007
STF TZLH1001 3
Schedule A (Form 990 or 990-EZ) 2007 Page 4
' Support Schedule (Complete only if you checked a box on line 10, 11, or 12.) Use cash method of accounting.
Nnfn- You may use the worksheet in the instructions for converlina from the accrual to the cash method of accounting.
Calendar year (or fiscal year beginning in) ^ (a) 2006 (b) 2005 (c) 2004 (d) 2003 (e) Total
15 Gifts, grants, and contributions received. (Do
not include unusual grants. See line 28.) . 1 , 530 , 457 , 367 1 , 150 , 322 , 396 891 , 364 , 989 683 , 0-77 , 393 4 , 255 , 222 , 135
c Total support for section 509(a)(1) test: Enter line 24, column (e) . . . . . . . . . . . . ^ 6.c 4 750 lae 202
d Add Amounts from column (e) for lines 18 494, 966, 067 19
22 26b . . . ^ 26d 666 306 319
171 . 340 . 252 . . .
e Public support (line 26c minus line 26d total) . . . . . . . . . _ . . . . ^ 26e q 083 891.693
f Public support percentage (line 26 e (numerator) divided by line 26c (denominator)) . . . . . ^ 26f 85.97 %
27 Organizations described on line 12: a For amounts included in lines 15, 16, and 17 that were received from a "disqualified
person," prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified per son."
Do not file this list with your return . Enter the sum of such amounts for each year.
(2006)
-------------------------- (2005) --------------------------- (2004) --------------------------- (2003) --------------------------
b For any amount included in line 17 that was received from each person (other than 'disqualified persons"), prepare a list for your records to
show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000.
(Include in the list organizations described in lines 5 through 11 b, as well as individuals) Do not file this list with your return . After computing
the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess
amounts) for each year,
(2006) -------------------------- (2005)
--------------------------- (2004) --------------------------- (2003) --------------------------
30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . 30
31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? . . . . . . . . . . . 31
If "Yes," please describe; if 'No,' please explain. (If you need more space, attach a separate statement)
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32 Does the organization maintain the following:
a Records indicating the racial composition of the student body, faculty, and administrative staff? . . 32a
b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . 32b
c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . 32c
d Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . 32d
If you answered "No" to any of the above, please explain (If you need more space, attach a separate statement )
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33 Does the organization discriminate by race in any way with respect to:
e Educational policies? , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
f Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
g Athletic, programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If you answered "Yes' to any of the above , please explain (If you need more space , attach a separate statement)
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34a Does the organization receive any financial aid or assistance from a governmental agency? . . . . 34a
b Has the organization ' s right to such aid ever been revoked or suspended ? . . . . . . . . . 34b
If you answered "Yes" to either 34a or b , please explain using an attached statement
35 Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev Proc 75-50, 1975-2 C B. 587, covering racial nondiscrimination ? If "No," attach an explanation . . 35
Schedule A (Form 990 or 990-EZ) 2007
STF TZLH1001 5
Schedule A (Form 990 or 990-EZ) 2007 Pag e 6
• Lobbying Expenditures by Electing Public Charities (See page 11 of the instructions.)
(To be completed ONLY by an eligible organization that filed Form 5768)
Check ^ a U if the organization belongs to an affiliated group. Check ^ b U If you checked "a" and 'limited control" provisions apply.
Caution : If there is an amount on either line 43 or line 44, you must file Form 4720.
52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? . . . . . . ^ ❑ Yes 0 No
STF TZLH1001 7
2007 FEDERAL FORM 990
SALES OF SECURITIES
PROCEEDS $2,411,532,898
COST 2,376,768,803
GAIN/(LOSS) $ 34,764,095
2007 FEDERAL FORM 990
THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND 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 TO THE FIDELITY
INVESTMENTS CHARITABLE GIFT FUND. THE GIFT FUND'S GOAL IS TO INCREASE THE
DOLLARS TO NON-PROFIT ORGANIZATIONS THROUGH FUNDRAISING AND OUTREACH.
2007 FEDERAL FORM 990
BEGINNING OF END OF
YEAR YEAR
BEGINNING OF END OF
YEAR YEAR
CGF ENGAGES FMR LLC. PURSUANT TO A MASTER SERVICES AGREEMENT (MSA) UNDER WHICH ALL SERVICES
ARE PROVIDED TO CGF. COMPENSATION AMOUNTS HAVE BEEN SHOWN FOR THE GIFT FUND'S OFFICERS,
DIRECTORS AND TRUSTEES, AND INCLUDE THOSE AMOUNTS APPROVED BY THE CGF BOARD OF TRUSTEES FOR
SERVICES PERFORMED ON BEHALF OF CGF.
2007 FEDERAL FORM 990
12/26/2007 Gateways Access To Jewish Education Inc Gateways Access To Jewish Education 200
12/26/2007 Mount Desert Land And Garden Preserve 1,000
12/26/2007 Trustees Of Dartmouth College 10,900,000
12/26/2007 Achievement First Inc 3,000
12/26/2007 Middle East Forum 1,000
12/26/2007 National Space Society 100
12/26/2007 Rhode Island Hospital Foundation 3,000
12/26/2007 Rhode Island Hospital Foundation 2,000
12/26/2007 Corvallis Church Of The Nazarene 4,000
12/26/2007 Coalition To Salute Americas Heroes 2,000
12/26/2007 Aspetuck Land Trust Inc 75
12/26/2007 New England Legal Foundation 100
12/26/2007 Wingfield Ministries Inc Steve Wingfield Evangelistic Assoc 1,000
12/26/2007 Monroe Board Of Education Wmnr 150
12/26/2007 Morris Animal Foundation 1,400
12/26/2007 The National Trust For Scotland Foundation Usa Inc 10,000
12/26/2007 United States Fund For Unicef 500
12/26/2007 Save The Children Federation Inc Save The Children 500
12/26/2007 International Womens Democracy Center 350
12/26/2007 Nantucket Conservation Foundation Inc 1,000
12/26/2007 International Rescue Committee Inc 500
12/26/2007 Kevin Youkilis Hits For Kids Inc 4,500
12/26/2007 Alzheimers Disease Research Foundation Cure AlzheimerS Fund 2,500
12/26/2007 Doctors Without Borders Usa Inc 500
12/26/2007 Destroyer Escort Historical Museum 100
12/26/2007 New York Times Neediest Cases Fund 1,500
12/26/2007 Nantucket Preservation Trust Inc 500
12/26/2007 Rabbinical Academy Mesivta Rabbi Chaim Berlin 7,000
12/26/2007 Teton Youth & Family Services Inc Red Top Meadows & Van Vleck House 500
12/26/2007 Nantucket Atheneum 1,000
12/26/2007 Massachusetts Society For The Prevention Of Cruelty To Children 500
12/26/2007 Hill House Incorporated 250
12/26/2007 Atlanta Union Mission Corporation 500
12/26/2007 Des Moines I Have A Dream Foundation 500
12/26/2007 South Africa Development Fund Inc 1,500
12/26/2007 President And Fellows Of Harvard College Harvard Medical School Harvard College 1,000
12/26/2007 Aspetuck Land Trust Inc 75
12/26/2007 Appalachian Mountain Club 75
12/26/2007 Appalachian Mountain Club 75
12/26/2007 Olivet Medical Ministry Inc 1,000
12/26/2007 Northwest Womens Law Center 500
12/26/2007 Young Life 1,250
12/26/2007 Young Life 1,250
12/26/2007 Scholarship America Inc Concord-Carlisle Scholarship Fund 1,000
12/26/2007 Anti-Defamation League Of Bnai Bnth Dba Anti-Defamation League 250
12/26/2007 Grove Christian Outreach Center 1,000
12/26/2007 New Beginnings 500
12/26/2007 Massachusetts Institute Of Tech Mit 2,000
12/26/2007 Carnegie Mellon University 1,000
12/26/2007 Williamsburg Community Chapel 2,000
12/26/2007 Wnyc Radio 250
12/26/2007 Esperanza Academy Inc 250
12/26/2007 Center For The Advancement Of Women Inc 250
12/26/2007 Bartow-Pell Landmark Fund 250
12/26/2007 The Friends Of Thirteen Inc 250
12/26/2007 Second Step Inc 250
12/26/2007 St. Charles Borromeo Church 600
12/26/2007 Crown Financial Ministries Inc 750
01/04/2008 Alzheimers Disease & Related Disorders Assoc Mi Gr Lakes Chpter Michigan Great Lakes 3,000
01/04/2008 Heal The Bay 300
01/04/2008 Loaves And Fishes Community Pantry 300
01/04/2008 Chicago Province Of The Society Of Jesus 20,000
01/04/2008 President And Fellows Of Harvard College Harvard College 250
01/04/2008 Shell Point Village Church Of The Christian And Missionary Alliance Village Church 250
01/04/2008 St Gregory 666
01/04/2008 Voice Of The Martyrs Inc 1,875
01/04/2008 Voice Of The Martyrs Inc 1,875
01/04/2008, Voice Of The Martyrs Inc 1,875
01/04/2008 Voice Of The Martyrs Inc 1,875
01/04/2008 Precept Ministries Of Reach Out Inc 300
01/04/2008 International Students Inc 150
01/04/2008 International Students Inc 150
01/04/2008 Mio Frontiers Frontiers 300
01/04/2008 First Presbyterian Church 99
01/04/2008 First Presbyterian Church 102
01/04/2008 First Presbyterian Church 99
01/04/2008 St John The Divine Episcopal Church 300
01/04/2008 Intervarsity Christian Fellowship- Use 200
01/04/2008 St John The Divine Episcopal Church 300
01/04/2008 St Joseph Catholic Church 500
01/04/2008 St. Joseph Catholic Church 500
01/04/2008 Hearts In Action International Inc 2,400
01/04/2008 Catholic Charities Of The Archdiocese Of Chicago 250
01/04/2008 Wycliffe Bible Translators Inc 350
01/04/2008 Wycliffe Bible Translators Inc 350
01/04/2008 United Way Of Metropolitan Chicago United Way Of Metropolitan Chicago 250
01/04/2008 University Of California Berkeley Foundation 250
01/04/2008 University Of Chicago 250
01/04/2008 Evangelical Covenant Church 250
01/04/2008 Compassion International Incorporated 400
01/04/2008 Sim Use Incorporated Serving In Mission 350
01/04/2008 Intervarsity Christian Fellowship- Use 200
01/04/2008 Washtenaw Community College Foundation 5,000
01/04/2008 Family Builders Ministries Inc. 40
01/04/2008 Freedom Alliance 150
01/04/2008 Grace Community Covenant Church 500
01/04/2008 Heifer Project International Heifer International 1,000
01/04/2008 Alexander Childrens Center Alexander Youth Network 49,312
01/04/2008 Gideons International 300
01/04/2008 Smile Train Inc 1,000
01/04/2008 Friends Of The Marengo Public Library 250
01/04/2008 Lifesearch 100
01/04/2008 Humane Society Of Greater Dayton 1,500
01/04/2008 University Musical Society 1,000
01/04/2008 St Davids Episcopal Church 6,900
01/04/2008 St. Paul'S Episcopal Church 1,600
01/04/2008 Healthcare Chaplaincy Inc 500
01/04/2008 St. Gregory 667
01/04/2008 Mesivta Bevet Chazon-Ish 1,000
01/04/2008 Smile Train Inc 10,000
01/04/2008 Save The Children Federation Inc Save The Children 500
01/04/2008 Save The Children Federation Inc Save The Children 500
01/04/2008 Save The Children Federation Inc Save The Children 500
01/04/2008 The New Horizons Foundation Inc 900
01/04/2008 Riverview Evangelical Free Church 750
01/04/2008 Riverview Evangelical Free Church 750
01/02/2008 Open Doors With Brother Andrew Inc Open Doors Usa 100
01/02/2008 Misencordia Home Misericordia Heart Of Mercy Center 100
01/02/2008 Leadership Institute 100
01/02/2008 Kentuckians For Community Valves Inc Afa Of Kentucky 100
01/02/2008 Heritage Foundation 100
01/02/2008 Trans World Radio 100
01/02/2008 Evangelical Alliance Mission Team 200
01/02/2008 Wycliffe Associates Inc 100
01/02/2008 Concerned Women For America 100
01/02/2008 Christian Blind Mission International Inc 100
01/02/2008 Carenet 100
01/02/2008 Campus Crusade For Christ Inc 150
01/02/2008 Bryan College 250
01/02/2008 Billy Graham Evangelistic Association Bgea 100
01/02/2008 Bible Broadcasting Network Incorporated 100
01/02/2008 Bell County Homeless And Housing Council Inc 100
01/02/2008 Appalachian Bible College Inc 200
01/02/2008 American Center For Law And Justice -District Of Columbia Inc 100
01/02/2008 American Bible Society 150
01/02/2008 Holy Mother Of God Greek Orthodox Church 400
01/02/2008 Food For The Hungry Inc 100
01/02/2008 Mentorlink International 50
01/02/2008 National Multiple Sclerosis Society Delaware Chapter 2,500
01/02/2008 Massachusetts Institute Of Tech Mit 500
01/02/2008 Clairemont Emmanuel Baptist Church 1,500
01/02/2008 San Marco Parish 200
01/02/2008 Betty Ford Center At Eisenhower 25,000
01/02/2008 First Chinese Baptist Church 350
01/02/2008 Calvary Bible Church 1,000
01/02/2008 Calvary Bible Church 1,000
01/02/2008 Grace Episcopal Church 100
01/02/2008 Grace Episcopal Church 100
01/02/2008 Grace Episcopal Church 200
01/02/2008 St John Neumann Catholic Church 300
01/02/2008 The Salvation Army 200
01/02/2008 Mentorlink International 50
01/02/2008 Pacific Garden Mission 100
01/02/2008 Ufm International Inc Cross World 100
01/02/2008 First Baptist Church Of Simi Valley Dba Simi Valley Community Church 400
01/02/2008 Renewal Foundation Inc 100
01/02/2008 Hebrew Institute Of Riverdale 1,100
01/02/2008 Common Ground Baptist Church York Association 500
01/02/2008 Blue Ridge Broadcasting Corporation 100
01/02/2008 Putney Bible Church 200
01/02/2008 Bridge Bible Church Of The Mennonite Brethren 1,000
01/02/2008 Grace Christian Fellowship Pca 70
01/02/2008 Grace Christian Fellowship Pca 100
01/02/2008 Grace Christian Fellowship Pca 80
01/02/2008 Scripture Memory Mountain Mission Inc 150
01/02/2008 Immanuel Community Church 800
01/02/2008 Pope John Xxiii Catholic Community 600
01/02/2008 Alliance Defense Fund Inc 100
01/02/2008 World Vision International World Vision Inc 50
01/02/2008 World Vision International World Vision Inc 50
01/02/2008 World Vision International World Vision Inc 50
01/02/2008 Cannon Beach Conference 50
01/02/2008 Cannon Beach Conference 50
01/02/2008 Cannon Beach Conference 50
01/02/2008 Navajo Health Foundation-Sage Memorial Hospital Inc Sage Memorial Hospital 150
01/02/2008 United States Naval Academy Foundation Inc 2,500
01/02/2008 Central Congregational Church 2,500
01/02/2008 Trustees Of Dartmouth College 1,250
01/02/2008 United Jewish Communities 100
01/02/2008 Nature Conservancy 100
01/02/2008 Nature Conservancy 150
01/02/2008 Massachusetts General Hospital 10,000
01/02/2008 Mighty Mutts Inc 1,500
01/02/2008 Hias Inc Hebrew Immigrant Aid Society Inc 1,000
01/02/2008 Doctors Without Borders Use Inc 150
01/02/2008 Project Hope The People To People Health Foundation Inc Project Hope 50
01/02/2008 St John'S Episcopal Church 500
01/02/2008 Vermont Etv Inc Vermont Public Television 150
01/02/2008 Vermont Etv Inc Vermont Public Television 100
01/02/2008 Cato Institute 500
01/02/2008 Neve Yerushalayim Inc 820
01/02/2008 Administrators Of Tulane Educational Fund Tulane University 50
01/02/2008 Washington & Lee University University Place 1,500
01/02/2008 Emmanuel Evangelical Lutheran Church 1,000
01/02/2008 Mount Sinai Hospital 250
01/02/2008 University System Of New Hampshire 150
01/02/2008 Administrators Of Tulane Educational Fund Tulane University 50
01/02/2008 University System Of New Hampshire 100
01/02/2008 Arthur Ashe Youth Tennis And Education Inc 1,000
01/02/2008 Stanford University Board Of Trustees Of The Leland Stanford Ju 200
01/02/2008 Citymeals-On-Wheels 1,500
01/02/2008 Partnership For The Homeless Inc 2,000
01/02/2008 St John'S Episcopal Church 500
01/02/2008 St. John'S Episcopal Church 300
01/02/2008 Administrators Of Tulane Educational Fund Tulane University 50
01/02/2008 Wheat Ridge Ministries 3,000
01/02/2008 National Humane Education Society 250
01/02/2008 Vermont Public Radio 100
01/02/2008 Vermont Public Radio 150
01/02/2008 United Negro College Fund Inc 100
01/02/2008 Ohr Somayach Institutions 255
01/02/2008 United Way Of The Bay Area 400
01/02/2008 Lewes Public Library Inc 300
01/02/2008 St.Frances Of Assisi Catholic Church 600
01/02/2008 Chamber Music Northwest 250
01/02/2008 Wingate Kirkland Alumni Fund Inc 500
01/02/2008 United Service Organizations Inc Uso 250
01/02/2008 American Society For Yad Vashem Inc 250
01/02/2008 Al Ringling Theatre Friends Inc Art Friends 100
01/02/2008 Southern Poverty Law Center Inc 250
01/02/2008 Yellowstone Association 50
01/02/2008 Yellowstone Association 50
01/02/2008 Redemptorist Renewal Center 500
01/02/2008 Nature Conservancy 250
01/02/2008 Nature Conservancy 250
01/02/2008 Bethany Covenant Church 200
01/02/2008 Mount Holyoke College 250
01/02/2008 Mount Holyoke College 250
01/02/2008 Doctors Without Borders Use Inc 100
01/02/2008 Cleveland Artists Foundation 250
01/02/2008 Winchester Committee For A Better Chance Inc 500
01/02/2008 National Center For Law And Economic Justice Inc Advocates For Fair Family Support 500