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    3. Fidelity Foundation
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    Fidelity Foundation

    ActivoMutual & Membership BenefitRealiza PRIs
    BOSTON, MASitio web6176467418

    About Fidelity Foundation

    Fidelity Foundation concentrates philanthropic capital on land and coastal conservation, regional cultural and historic institutions, and educational endowments—primarily in New England but with some national cultural and health investments. Grants are frequently large, multi-year or endowment/capital-focused awards directed to land trusts, museums, historic sites, and private schools; occasional support appears for community health and international health programming. The foundation favors established institutions and repeat grantee relationships that build long-term financial stability or enable land acquisition and preservation.

    Focus Areas

    New England land and coastal conservation (land acquisition and endowments for regional land trusts)Endowment and capital support for museums and historic sites (regional and national cultural institutions)Capital and endowment funding for private K–12 schools and liberal arts collegesUrban and marine science institutions (aquariums, science centers — facility, equipment, and capital support)Occasional investments in community/global health planning and program support

    Who They Fund

    land trusts and conservation organizations

    About Fidelity Foundation

    Fidelity Foundation’s recent grantmaking is marked by large, repeated awards to land conservation organizations and institutions tied to education, museums, and historic preservation. The single largest recent grant in the data is $10 million to Hobart and William Smith Colleges for general operating support, showing that the foundation’s support can extend beyond capital and endowment purposes. At the same time, it has continued to make major preservation commitments, including $5 million each to Trustees of Reservations for endowment and land for preservation, and $5 million to Peabody Essex Museum Inc for endowment. Those gifts sit alongside other sizeable awards to cultural and conservation groups such as Appalachian Mountain Club, Friends of Acadia, and Maine Coast Heritage Trust. The pattern suggests a funder that works with established institutions over multiple years, often strengthening long-term balance sheets, land holdings, or facilities rather than funding short-term projects alone. In the recent grants list, the foundation also backs private schools and marine science institutions, reflecting a portfolio centered on durable institutional capacity.

    What Fidelity Foundation Funds

    A major part of Fidelity Foundation’s giving goes to land conservation. It gave $5 million to Trustees of Reservations for land for preservation and $4 million to Appalachian Mountain Club for land preservation, alongside $1.8 million to Northeast Wilderness Trust for land/building acquisition. Cultural and historic institutions are another clear thread: Peabody Essex Museum Inc received $5 million for endowment, while Massachusetts Museum of Contemporary Art Foundation Inc received $2.235 million for new construction. Education also appears in the recent grants list, with Brimmer & May School receiving $2.5 million for campaign/fundraising and Winsor School Inc receiving $2 million for endowment. The foundation also supported infrastructure at New England Aquarium Corporation with $2.1 million for property care, buildings, and renovation.

    How Fidelity Foundation Gives

    Typical grant size is small relative to the foundation’s largest awards, with a p25 of $200, a median of $500, and a p75 of $2,000. The recent grants list shows a wide spread between routine grants and major capital or endowment commitments, including several multi-million-dollar awards. Recipients also appear across more than one year: Trustees of Reservations and Upstream USA Inc each received multiple grants in 2023 and 2024, indicating recurring relationships. Fidelity Foundation is a regular funder and also makes program-related investments. The data does not show an application process, and the pattern points more to direct institutional grantmaking than to open solicitation.

    Financial Snapshot

    Annual Giving

    $156.2M

    Total Assets

    $5B

    Total Revenue

    $1.3B

    Total Expenses

    $171.8M

    Typical Grant Size

    Most grants fall between $200 and $2K, with a median of $500.

    25th Percentile

    $200

    Median

    $500

    75th Percentile

    $2K

    Geographic Reach

    National49 states funded

    About 30% of grants go to recipients in MA.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

    Leadership

    Funding intensity
    Low
    High

    Where Fidelity Foundation Funds

    Top 2 recipient countries by grant volume for Fidelity Foundation.

    RankCountryGrantsTotalShare
    1United StatesDomestic6,351$305.9M
    99.9%
    2Canada7$1.9M

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    Política de privacidadTérminos de servicioEstado del sistema
    EIN: 04-6131201
    3 declaraciones registradas
    Descubre si hay afinidad — GratisCuenta gratuita · puntaje de afinidad inmediato · financiadores similares
    nonprofit organizations managing physical facilities (museums/parks/community centers)
    organizations seeking capital/infrastructure support (construction, renovation, tech)

    Giving Approach

    Concentrated, large-dollar grants with heavy use of endowment and capital funding; multiple repeat gifts to a core set of land trusts and cultural institutions rather than many small, one-off awards.

    Funding Style

    capital funding (new construction & land/building acquisition)general operating / annual supportcapacity building (technology & equipment, program development, salary support)preservation-focused funding (land for preservation, property care/renovation)

    Notable grantees: Trustees of Reservations, Northeast Wilderness Trust, Maine Coast Heritage Trust, Peabody Essex Museum, Nature Conservancy

    Topics

    land conservation and land acquisitionnew construction and capital projectsproperty care, building renovation and facilities maintenancetechnology & equipment for organizational infrastructureprogram development, evaluation and strategic planningcampaign/fundraising and capital campaigns

    Where Fidelity Foundation Makes Grants

    Grants are overwhelmingly domestic, with 99.9% to U.S. recipients and 0.1% to Canada. Massachusetts is the top state by grant count, and 30% of grants go to recipients in the foundation’s HQ state. Recent awards also cluster in Boston, with recipients including the Boston Symphony Orchestra, New England Aquarium, Partners in Health, and Upstream USA Inc. Beyond Massachusetts, grants reach Geneva, New York; Topsham and Bar Harbor, Maine; Montpelier, Vermont; and West Palm Beach, Florida. Canadian grants appear only in the aggregate country distribution.

    Frequently Asked Questions About Fidelity Foundation

    What kinds of organizations does Fidelity Foundation support most often?

    The recent grants list shows a strong emphasis on land trusts and conservation groups, museums and historic institutions, private schools, and marine science organizations. Examples include Trustees of Reservations, Peabody Essex Museum Inc, Brimmer & May School, and New England Aquarium Corporation. The foundation also makes occasional grants to health-focused organizations such as Partners in Health and Upstream USA Inc.

    Does Fidelity Foundation give recurring grants to the same recipients?

    Yes. Trustees of Reservations appears multiple times across 2023 and 2024, with awards for endowment and land for preservation. Upstream USA Inc also appears in both years, with planning grants of $3 million and $2.5 million. That pattern suggests repeated relationships rather than one-off awards only.

    What is the typical grant size at Fidelity Foundation?

    The grant-size distribution is highly compressed at the low end: p25 is $200, median is $500, and p75 is $2,000. The recent grants list also includes much larger awards, but the typical grant in the full portfolio is far smaller than the headline gifts.

    Where do most grants go geographically?

    Massachusetts is the top state by grant count, and 30% of grants go to recipients in that state. The recipient-country data is almost entirely U.S.-based, with 99.9% of grants to U.S. organizations and 0.1% to Canada. Recent Massachusetts recipients include organizations in Boston, Salem, Charlestown, North Adams, and Concord.

    Does Fidelity Foundation make capital and endowment grants?

    Yes. The recent grants list includes endowment, land for preservation, land/building acquisition, new construction, property care, buildings, renovation, and campaign/fundraising support. Examples include endowment support for museums and schools, land preservation awards for conservation groups, and renovation funding for New England Aquarium Corporation.

    MAURA MARX

    PRESIDENT

    Accepts unsolicited proposals
    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    0.1%

    Recipient country reflects the grantee's headquarters per IRS 990-PF and Schedule F filings, not the program's implementation country.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    HOBART AND WILLIAM SMITH COLLEGESGENEVA, NY$10,000,0002024GENERAL OPERATING / ANNUAL SUPPORT
    TRUSTEES OF RESERVATIONSBOSTON, MA$5,000,0002024LAND FOR PRESERVATION
    APPALACHIAN MOUNTAIN CLUBCHARLESTOWN, MA$4,000,0002024LAND FOR PRESERVATION
    NEW ENGLAND AQUARIUMBOSTON, MA$3,890,0002024TECHNOLOGY & EQUIPMENT
    UPSTREAM USA INCBOSTON, MA$3,000,0002024PLANNING
    BRIMMER & MAY SCHOOLCHESTNUT HILL, MA$2,500,0002024CAMPAIGN / FUNDRAISING
    MAINE COAST HERITAGE TRUSTTOPSHAM, ME$2,180,0002024CAPITAL PLANNING
    WINSOR SCHOOL INCBOSTON, MA$2,000,0002024ENDOWMENT
    NORTHEAST WILDERNESS TRUSTMONTPELIER, VT$1,800,0002024LAND / BUILDING ACQUISITION
    TRUSTEES OF RESERVATIONSBOSTON, MA$1,500,0002024ENDOWMENT
    CONCORD ACADEMYCONCORD, MA$1,500,0002024ENDOWMENT
    TRUSTEES OF RESERVATIONSBOSTON, MA$1,500,0002024ENDOWMENT
    UNIVERSITY SYSTEM OF NEW HAMPSHIREDURHAM, NH$1,100,0002024TECHNOLOGY & EQUIPMENT
    GULFSHORE PLAYHOUSE INCNAPLES, FL$1,000,0002024NEW CONSTRUCTION
    NORTHEAST WILDERNESS TRUSTMONTPELIER, VT$1,000,0002024ENDOWMENT
    NATURE CONSERVANCYCONCORD, NH$1,000,0002024CONSTRUCTION
    DALLAS FOUNDATION A TX NONPROFIT CORPORATIONDALLAS, TX$1,000,0002024NEW CONSTRUCTION
    TRINITY PARK CONSERVANCYDALLAS, TX$1,000,0002024NEW CONSTRUCTION
    CENTER FOR TRANSFORMING LIVESFORT WORTH, TX$1,000,0002024NEW CONSTRUCTION
    DIGITAL HARBOR FOUNDATIONBALTIMORE, MD$1,000,0002024OTHER
    EVERYTOWN FOR GUN SAFETY SUPPORT FUND INCNEW YORK, NY$1,000,0002024GENERAL OPERATING / ANNUAL SUPPORT
    BIG THOUGHTDALLAS, TX$945,0002024TECHNOLOGY & EQUIPMENT
    NORTHEAST WILDERNESS TRUSTMONTPELIER, VT$850,0002024LAND / BUILDING ACQUISITION
    JUNIOR ACHIEVEMENT ROCKY MOUNTAINGREENWOOD VILLAGE, CO$750,0002024NEW CONSTRUCTION
    ART INSTITUTE OF CHICAGOCHICAGO, IL$750,0002024RENOVATION
    KESTREL LAND TRUST INCAMHERST, MA$750,0002024LAND FOR PRESERVATION
    NORTHEAST WILDERNESS TRUSTMONTPELIER, VT$700,0002024LAND FOR PRESERVATION
    MUSEUM OF SCIENCE & HISTORY OF JACKSONVILLE INCJACKSONVILLE, FL$700,0002024CAPITAL PLANNING
    BUZZARDS BAY COALITION INCNEW BEDFORD, MA$700,0002024LAND / BUILDING ACQUISITION
    NEWARK BETH ISRAEL MEDICAL CENTER INCNEWARK, NJ$640,0002024CONSTRUCTION
    DOWNEAST SALMON FEDERATIONCOLUMBIA FALLS, ME$600,0002024PROPERTY CARE; BUILDINGS; CONSTRUCTION
    NATURE CONSERVANCYCONCORD, NH$600,0002024LAND / BUILDING ACQUISITION
    FLORIDA STATE COLLEGE AT JACKSONVILLE FOUNDATION INCJACKSONVILLE, FL$600,0002024PROPERTY CARE; BUILDINGS; RENOVATION
    BERKSHIRE NATURAL RESOURCESLENOX, MA$600,0002024LAND / BUILDING ACQUISITION
    MAINE COAST HERITAGE TRUSTTOPSHAM, ME$580,0002024PERSONNEL
    CENTER FOR WOMEN & ENTERPRISES INCBOSTON, MA$575,0002024SALARY SUPPORT
    RHODE ISLAND HOSPITALPROVIDENCE, RI$540,0002024PLANNING
    DISCOVERY GREEN CONSERVANCYHOUSTON, TX$540,0002024PROGRAM DEVELOPMENT / EVALUATION
    NEIGHBORHOOD VILLAGES INCJAMAICA PLAIN, MA$530,0002024STRATEGIC PLANNING
    TEXAS TREES FOUNDATIONDALLAS, TX$520,0002024STRATEGIC PLANNING
    FORT WORTH MUSEUM OF SCIENCE AND HISTORYFORT WORTH, TX$510,0002024TECHNOLOGY & EQUIPMENT
    COOLIDGE CORNER THEATRE FOUNDATION INCBROOKLINE, MA$500,0002024TECHNOLOGY & EQUIPMENT
    DALLAS MUSEUM OF ARTDALLAS, TX$500,0002024TECHNOLOGY & EQUIPMENT
    INDIAN PUEBLO CULTURAL CENTER INCALBUQUERQUE, NM$500,0002024NEW CONSTRUCTION
    COMMIT2DALLASDALLAS, TX$500,0002024SALARY SUPPORT
    SHARING LIFE COMMUNITY OUTREACH INCMESQUITE, TX$500,0002024RENOVATION
    DESERT BOTANICAL GARDENPHOENIX, AZ$500,0002024NEW CONSTRUCTION
    BALLET WESTSALT LAKE CITY, UT$500,0002024LAND / BUILDING ACQUISITION
    NEXUS RECOVERY CENTER INCORPORATEDDALLAS, TX$500,0002024NEW CONSTRUCTION
    FRIENDS OF THE LOBKOWICZ COLLECTIONS INCDOVER, MA$500,0002024PROPERTY CARE; BUILDINGS; RENOVATION

    HOBART AND WILLIAM SMITH COLLEGES

    $10,000,000
    GENEVA, NY2024

    GENERAL OPERATING / ANNUAL SUPPORT

    TRUSTEES OF RESERVATIONS

    $5,000,000
    BOSTON, MA2024

    LAND FOR PRESERVATION

    APPALACHIAN MOUNTAIN CLUB

    $4,000,000
    CHARLESTOWN, MA2024

    LAND FOR PRESERVATION

    NEW ENGLAND AQUARIUM

    $3,890,000
    BOSTON, MA2024

    TECHNOLOGY & EQUIPMENT

    UPSTREAM USA INC

    $3,000,000
    BOSTON, MA2024

    PLANNING

    BRIMMER & MAY SCHOOL

    $2,500,000
    CHESTNUT HILL, MA2024

    CAMPAIGN / FUNDRAISING

    MAINE COAST HERITAGE TRUST

    $2,180,000
    TOPSHAM, ME2024

    CAPITAL PLANNING

    WINSOR SCHOOL INC

    $2,000,000
    BOSTON, MA2024

    ENDOWMENT

    NORTHEAST WILDERNESS TRUST

    $1,800,000
    MONTPELIER, VT2024

    LAND / BUILDING ACQUISITION

    TRUSTEES OF RESERVATIONS

    $1,500,000
    BOSTON, MA2024

    ENDOWMENT

    CONCORD ACADEMY

    $1,500,000
    CONCORD, MA2024

    ENDOWMENT

    TRUSTEES OF RESERVATIONS

    $1,500,000
    BOSTON, MA2024

    ENDOWMENT

    UNIVERSITY SYSTEM OF NEW HAMPSHIRE

    $1,100,000
    DURHAM, NH2024

    TECHNOLOGY & EQUIPMENT

    GULFSHORE PLAYHOUSE INC

    $1,000,000
    NAPLES, FL2024

    NEW CONSTRUCTION

    NORTHEAST WILDERNESS TRUST

    $1,000,000
    MONTPELIER, VT2024

    ENDOWMENT

    NATURE CONSERVANCY

    $1,000,000
    CONCORD, NH2024

    CONSTRUCTION

    DALLAS FOUNDATION A TX NONPROFIT CORPORATION

    $1,000,000
    DALLAS, TX2024

    NEW CONSTRUCTION

    TRINITY PARK CONSERVANCY

    $1,000,000
    DALLAS, TX2024

    NEW CONSTRUCTION

    CENTER FOR TRANSFORMING LIVES

    $1,000,000
    FORT WORTH, TX2024

    NEW CONSTRUCTION

    DIGITAL HARBOR FOUNDATION

    $1,000,000
    BALTIMORE, MD2024

    OTHER

    EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

    $1,000,000
    NEW YORK, NY2024

    GENERAL OPERATING / ANNUAL SUPPORT

    BIG THOUGHT

    $945,000
    DALLAS, TX2024

    TECHNOLOGY & EQUIPMENT

    NORTHEAST WILDERNESS TRUST

    $850,000
    MONTPELIER, VT2024

    LAND / BUILDING ACQUISITION

    JUNIOR ACHIEVEMENT ROCKY MOUNTAIN

    $750,000
    GREENWOOD VILLAGE, CO2024

    NEW CONSTRUCTION

    ART INSTITUTE OF CHICAGO

    $750,000
    CHICAGO, IL2024

    RENOVATION

    KESTREL LAND TRUST INC

    $750,000
    AMHERST, MA2024

    LAND FOR PRESERVATION

    NORTHEAST WILDERNESS TRUST

    $700,000
    MONTPELIER, VT2024

    LAND FOR PRESERVATION

    MUSEUM OF SCIENCE & HISTORY OF JACKSONVILLE INC

    $700,000
    JACKSONVILLE, FL2024

    CAPITAL PLANNING

    BUZZARDS BAY COALITION INC

    $700,000
    NEW BEDFORD, MA2024

    LAND / BUILDING ACQUISITION

    NEWARK BETH ISRAEL MEDICAL CENTER INC

    $640,000
    NEWARK, NJ2024

    CONSTRUCTION

    DOWNEAST SALMON FEDERATION

    $600,000
    COLUMBIA FALLS, ME2024

    PROPERTY CARE; BUILDINGS; CONSTRUCTION

    NATURE CONSERVANCY

    $600,000
    CONCORD, NH2024

    LAND / BUILDING ACQUISITION

    FLORIDA STATE COLLEGE AT JACKSONVILLE FOUNDATION INC

    $600,000
    JACKSONVILLE, FL2024

    PROPERTY CARE; BUILDINGS; RENOVATION

    BERKSHIRE NATURAL RESOURCES

    $600,000
    LENOX, MA2024

    LAND / BUILDING ACQUISITION

    MAINE COAST HERITAGE TRUST

    $580,000
    TOPSHAM, ME2024

    PERSONNEL

    CENTER FOR WOMEN & ENTERPRISES INC

    $575,000
    BOSTON, MA2024

    SALARY SUPPORT

    RHODE ISLAND HOSPITAL

    $540,000
    PROVIDENCE, RI2024

    PLANNING

    DISCOVERY GREEN CONSERVANCY

    $540,000
    HOUSTON, TX2024

    PROGRAM DEVELOPMENT / EVALUATION

    NEIGHBORHOOD VILLAGES INC

    $530,000
    JAMAICA PLAIN, MA2024

    STRATEGIC PLANNING

    TEXAS TREES FOUNDATION

    $520,000
    DALLAS, TX2024

    STRATEGIC PLANNING

    FORT WORTH MUSEUM OF SCIENCE AND HISTORY

    $510,000
    FORT WORTH, TX2024

    TECHNOLOGY & EQUIPMENT

    COOLIDGE CORNER THEATRE FOUNDATION INC

    $500,000
    BROOKLINE, MA2024

    TECHNOLOGY & EQUIPMENT

    DALLAS MUSEUM OF ART

    $500,000
    DALLAS, TX2024

    TECHNOLOGY & EQUIPMENT

    INDIAN PUEBLO CULTURAL CENTER INC

    $500,000
    ALBUQUERQUE, NM2024

    NEW CONSTRUCTION

    COMMIT2DALLAS

    $500,000
    DALLAS, TX2024

    SALARY SUPPORT

    SHARING LIFE COMMUNITY OUTREACH INC

    $500,000
    MESQUITE, TX2024

    RENOVATION

    DESERT BOTANICAL GARDEN

    $500,000
    PHOENIX, AZ2024

    NEW CONSTRUCTION

    BALLET WEST

    $500,000
    SALT LAKE CITY, UT2024

    LAND / BUILDING ACQUISITION

    NEXUS RECOVERY CENTER INCORPORATED

    $500,000
    DALLAS, TX2024

    NEW CONSTRUCTION

    FRIENDS OF THE LOBKOWICZ COLLECTIONS INC

    $500,000
    DOVER, MA2024

    PROPERTY CARE; BUILDINGS; RENOVATION