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Public charity · Boston, MA (gives in Tennessee from out of state)

Fidelity Investments Charitable Gift Fund

EIN 11-0303001 · Website · IRS record · Latest filing: tax year 2024

Invitation only

In 2024 it gave 1,709 grants worth $165.1 million to Tennessee groups, 12 of them in Roane County. A typical grant was $10,000 to $50,250.

100% of its grant money in 2024 went out through donor-advised funds: individual donors chose those grants, not staff, so there is no application for them.

Key facts

Grants in Tennessee
1,709 totaling $165.1 million · 12 in Roane County
Typical grant How we figure this
$10,000 to $50,250 (the middle half of its Tennessee grants over $5,000, the only ones its filing lists)
A realistic first ask How we figure this
About $11,000: the middle grant to the 528 Tennessee groups it funded for the first time in 2024. Its filing lists only grants over $5,000, so smaller first grants aren't counted.
Where it gives
Davidson County, Shelby County, Williamson County, Knox County, Hamilton County, Sullivan County, Washington County, Rutherford County and 68 more · plus 88182 grants outside Tennessee
Buildings & equipment
None of its Tennessee grants in this filing were for buildings or equipment
Funds new groups? How we figure this
32% of the Tennessee groups it funded in 2024 were new (not funded in 2023): 526 of 1658.
Total giving that year
$15.2 billion

Giving by year

Giving by year from its IRS filings
Tax yearTotal grants paidTo TennesseeTennessee grants
2024$15234.3M$165.1M1709
2023$12621.3M$128.5M1463

All grants paid To Tennessee

How to apply

Public charities don't report how to apply on their IRS return. Check its website for open grant rounds, or search GrantMe for its programs.

Board and officers

Does your board know anyone here?

Checked in your browser only. The names are kept on this device for other foundation pages and are never sent to GrantMe.

  • Leonard MendoncaChair/trustee
  • Nancy AltobelloTrustee
  • Catherine D'amatoTrustee
  • John HalabyTrustee
  • Tyra A MarianiTrustee
  • Jennifer McauliffeTrustee
  • Rosie RiosTrustee
  • Todd WilliamsTrustee
  • Damian WilmotTrustee
  • Jacob PruittPresident
  • David ScoglioTreasurer
  • Stefan PodvojskySr. vp, i&p (until 6/24/25)
  • Cindy GomezSecretary
  • Brandi GreeneAsst. secretary (as of 2/25)

As listed in its 2024 IRS filing. Many foundations decide through their board, so a personal connection often matters more than a perfect application.

How big its Tennessee grants are

Number of Tennessee grants in each size band, tax year 2024
Grant sizeGrants
Under $1,0000
$1,000 to $4,9990
$5,000 to $9,999401
$10,000 to $24,999544
$25,000 to $99,999527
$100,000 or more237

From its 2024 IRS filing. Grants of $5,000 or less aren't listed on the form public charities file (Schedule I), so small grants are missing here.

Tennessee organizations it funded

Roane County grants are listed first, then the largest. Past winners are good people to ask what the foundation looks for. Select a group to see who else funds it.

Tennessee grants from Fidelity Investments Charitable Gift Fund
Past winnerWherePurposeAmount
Roane State Community College FoundationHarriman, Roane CountyFor grant recipient's exempt purposes$60K
Tiger HavenKingston, Roane CountyFor grant recipient's exempt purposes$44K
Cedar Grove Baptist ChurchKingston, Roane CountyFor grant recipient's exempt purposes$32K
Kennedy Ladd FoundationHarriman, Roane CountyFor grant recipient's exempt purposes$20K
Life Choices Medical CenterHarriman, Roane CountyFor grant recipient's exempt purposes$13K
Blessed Sacrament ChurchHarriman, Roane CountyFor grant recipient's exempt purposes$9,800
Black Oak MinistriesHarriman, Roane CountyFor grant recipient's exempt purposes$9,550
West Roane County Volunteer Fire DepartmentRockwood, Roane CountyFor grant recipient's exempt purposes$8,000
Hands of Mercy Enterprises of Roane County Inc.Kingston, Roane CountyFor grant recipient's exempt purposes$7,400
Free Medical Clinic of Oak Ridge Inc.Rockwood, Roane CountyFor grant recipient's exempt purposes$7,100
Michael Dunn CenterKingston, Roane CountyFor grant recipient's exempt purposes$5,200
South Roane County Volunteer Fire Department Inc.Kingston, Roane CountyFor grant recipient's exempt purposes$5,050
St Jude Childrens Research Hospital Inc.Memphis, Shelby CountyFor grant recipient's exempt purposes$25.1M
Vanderbilt UniversityNashville, Davidson CountyFor grant recipient's exempt purposes$13.6M
Otter Creek Church of ChristBrentwood, Williamson CountyFor grant recipient's exempt purposes$5.1M
The University of Tennessee Foundat Ion Inc.Knoxville, Knox CountyFor grant recipient's exempt purposes$4.9M
Bethel UniversityMc Kenzie, Carroll CountyFor grant recipient's exempt purposes$4M
Charity Global Inc.Franklin, Williamson CountyFor grant recipient's exempt purposes$3.8M
Accelerate - the National Collaborative for AcceleNashville, Davidson CountyFor grant recipient's exempt purposes$3.5M
Highlander Research & Education Center Inc.New Market, Jefferson CountyFor grant recipient's exempt purposes$3.3M
Lwala Community Alliance Inc.Nashville, Davidson CountyFor grant recipient's exempt purposes$2.6M
Lipscomb UniversityNashville, Davidson CountyFor grant recipient's exempt purposes$2.5M
Nashville Christian Schools Inc.Nashville, Davidson CountyFor grant recipient's exempt purposes$2M
Gary Sinise FoundationFranklin, Williamson CountyFor grant recipient's exempt purposes$1.6M
Rolling Hills Community Church Inc.Franklin, Williamson CountyFor grant recipient's exempt purposes$1.5M

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