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    3. Fidelity Foundation
    Fidelity Foundation logo

    Fidelity Foundation

    ActiveMutual & Membership BenefitMakes PRIs
    BOSTON, MAWebsite6176467418

    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
    Funding intensity
    Low
    High
    Headquarters

    Leadership

    MAURA MARX

    Funding intensity
    Low
    High

    Where Fidelity Foundation Funds

    Top 2 recipient countries by grant volume for Fidelity Foundation.

    RankCountryGrantsTotalShare
    1United StatesDomestic10,784$474.3M
    99.9%
    2Canada7

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    Privacy PolicyTerms of ServiceYour privacy choicesEnvironmental footprintSystem Status
    EIN (Tax ID): 04-6131201Latest Form 990: 2025Total assets: $5B3 filings on recordFind their full 990 filing →
    See If You're a Fit — FreeFree account · instant fit score · similar funders
    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.

    PRESIDENT

    Latest 990 Filing

    2025

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

    $1.9M
    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$10,000,0002025GENERAL OPERATING / ANNUAL SUPPORT
    PINE STREET INN INCBOSTON, MA$5,050,0002025ENDOWMENT
    NORTHEAST WILDERNESS TRUSTMONTPELIER, VT$3,300,0002025ENDOWMENT
    COX SCIENCE CENTER AND AQUARIUMWEST PALM BEACH, FL$2,500,0002025CONSTRUCTION
    ST LAWRENCE UNIVERSITYCANTON, NY$2,500,0002025ENDOWMENT
    NEW ENGLAND AQUARIUMBOSTON, MA$2,500,0002025DISCOVERY RESEARCH (SCIENCE)
    BOYS & GIRLS CLUBS OF PALM BEACH COUNTYWEST PALM BEACH, FL$2,500,0002025LAND / BUILDING ACQUISITION
    EVERYTOWN FOR GUN SAFETYNEW YORK, NY$2,000,0002025GENERAL OPERATING / ANNUAL SUPPORT
    ADOPT-A-STUDENT FOUNDATIONBOSTON, MA$2,000,0002025CAMPAIGN / FUNDRAISING PLAN
    UPSTREAM USA INCBOSTON, MA$2,000,0002025PLANNING
    GRAND TETON NATIONAL PARK FOUNDATIONMOOSE, WY$2,000,0002025ACQUISITION FOR PRESERVATION
    BOSTON FOOD FOREST COALITIONJAMAICA PLAIN, MA$1,500,0002025ACQUISITION FOR PRESERVATION
    NATURE CONSERVANCY INCARLINGTON, VA$1,200,0002025SYSTEM REPAIR/REPLACEMENT
    NORTHEAST WILDERNESS TRUSTMONTPELIER, VT$1,000,0002025ENDOWMENT
    GLOBAL ARTS LIVECAMBRIDGE, MA$1,000,0002025ENDOWMENT
    COOK CHILDREN'S HEALTH FOUNDATIONFORT WORTH, TX$1,000,0002025CONSTRUCTION
    THE CHILDREN'S THEATRE OF CINCINNATICINCINNATI, OH$1,000,0002025LAND / BUILDING ACQUISITION
    UNIVERSITY OF TEXAS FOUNDATIONAUSTIN, TX$895,0002025CONSTRUCTION
    BOYS & GIRLS CLUBS OF PROVIDENCEPROVIDENCE, RI$750,0002025RENOVATION
    WORLD CENTRAL KITCHENWASHINGTON, DC$750,0002025OTHER
    CAROLINA YOUTH COALITIONCHARLOTTE, NC$750,0002025PROGRAM EXPANSION
    BREWSTER ACADEMYWOLFEBORO, NH$750,0002025RENOVATION
    COMP-U-DOPTHOUSTON, TX$715,0002025TECHNOLOGY & EQUIPMENT
    PEROT MUSEUM OF NATURE AND SCIENCEDALLAS, TX$700,0002025NEW CONSTRUCTION
    NATURAL HISTORY MUSEUM OF UTAHSALT LAKE CITY, UT$700,0002025PROGRAM DEVELOPMENT / EVALUATION
    UMOM NEW DAY CENTERS INCPHOENIX, AZ$675,0002025PROPERTY CARE; BUILDINGS; RENOVATION
    ACH CHILD AND FAMILY SERVICESFORT WORTH, TX$650,0002025TECHNOLOGY & EQUIPMENT
    MYSTIC RIVER WATERSHED ASSOCIATION INCARLINGTON, MA$630,0002025SALARY SUPPORT
    NEIGHBORHOOD VILLAGES INCJAMAICA PLAIN, MA$600,0002025STRATEGIC PLAN
    CLARA MAASS MEDICAL CENTER FOUNDATIONBELLEVILLE, NJ$600,0002025RENOVATION
    PROKIDSCINCINNATI, OH$600,0002025CAMPAIGN / FUNDRAISING PLAN
    MAINE COAST HERITAGE TRUSTTOPSHAM, ME$600,0002025PERSONNEL
    DENVER SCHOLARSHIP FOUNDATIONDENVER, CO$580,0002025TECHNOLOGY & EQUIPMENT
    CENTER FOR WOMEN & ENTERPRISE INCBOSTON, MA$575,0002025SALARY SUPPORT
    LIBERTY SCIENCE CENTER INCJERSEY CITY, NJ$575,0002025CONSTRUCTION
    MUSEUM OF CONTEMPORARY ART CHICAGOCHICAGO, IL$560,0002025CAPITAL PLAN
    LUMIN EDUCATIONDALLAS, TX$550,0002025CAPITAL PLAN
    THE TRUSTEES OF RESERVATIONSBOSTON, MA$530,0002025ACQUISITION FOR PRESERVATION
    CONTEMPORARY ARTS CENTERCINCINNATI, OH$525,0002025PROPERTY CARE; BUILDINGS; HISTORIC PRESERVATION
    TRINITY PARK CONSERVANCYDALLAS, TX$500,0002025NEW CONSTRUCTION
    COMMIT2DALLASDALLAS, TX$500,0002025SALARY SUPPORT
    TRANSFORM 1012 N MAIN STREETFORT WORTH, TX$500,0002025CAPITAL PLAN
    THE DALLAS FOUNDATIONDALLAS, TX$500,0002025NEW CONSTRUCTION
    ARIZONA JEWISH HISTORICAL SOCIETYPHOENIX, AZ$500,0002025PROPERTY CARE; BUILDINGS; CONSTRUCTION
    COUNCIL FOR ECONOMIC EDUCATIONNEW YORK, NY$500,0002025TECHNOLOGY PLAN
    THE CHILDREN'S CENTERWEST VALLEY CITY, UT$500,0002025CONSTRUCTION
    FRENCHMAN BAY CONSERVANCYHANCOCK, ME$500,0002025ACQUISITION FOR PRESERVATION
    UNC CHARLOTTE FOUNDATIONCHARLOTTE, NC$500,0002025R&D / INNOVATION / PILOTS
    UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATEDALBUQUERQUE, NM$500,0002025PLANNING
    MAINE COAST HERITAGE TRUSTTOPSHAM, ME$500,0002025PERSONNEL

    HOBART AND WILLIAM SMITH COLLEGES

    $10,000,000
    GENEVA, NY2025

    GENERAL OPERATING / ANNUAL SUPPORT

    PINE STREET INN INC

    $5,050,000
    BOSTON, MA2025

    ENDOWMENT

    NORTHEAST WILDERNESS TRUST

    $3,300,000
    MONTPELIER, VT2025

    ENDOWMENT

    COX SCIENCE CENTER AND AQUARIUM

    $2,500,000
    WEST PALM BEACH, FL2025

    CONSTRUCTION

    ST LAWRENCE UNIVERSITY

    $2,500,000
    CANTON, NY2025

    ENDOWMENT

    NEW ENGLAND AQUARIUM

    $2,500,000
    BOSTON, MA2025

    DISCOVERY RESEARCH (SCIENCE)

    BOYS & GIRLS CLUBS OF PALM BEACH COUNTY

    $2,500,000
    WEST PALM BEACH, FL2025

    LAND / BUILDING ACQUISITION

    EVERYTOWN FOR GUN SAFETY

    $2,000,000
    NEW YORK, NY2025

    GENERAL OPERATING / ANNUAL SUPPORT

    ADOPT-A-STUDENT FOUNDATION

    $2,000,000
    BOSTON, MA2025

    CAMPAIGN / FUNDRAISING PLAN

    UPSTREAM USA INC

    $2,000,000
    BOSTON, MA2025

    PLANNING

    GRAND TETON NATIONAL PARK FOUNDATION

    $2,000,000
    MOOSE, WY2025

    ACQUISITION FOR PRESERVATION

    BOSTON FOOD FOREST COALITION

    $1,500,000
    JAMAICA PLAIN, MA2025

    ACQUISITION FOR PRESERVATION

    NATURE CONSERVANCY INC

    $1,200,000
    ARLINGTON, VA2025

    SYSTEM REPAIR/REPLACEMENT

    NORTHEAST WILDERNESS TRUST

    $1,000,000
    MONTPELIER, VT2025

    ENDOWMENT

    GLOBAL ARTS LIVE

    $1,000,000
    CAMBRIDGE, MA2025

    ENDOWMENT

    COOK CHILDREN'S HEALTH FOUNDATION

    $1,000,000
    FORT WORTH, TX2025

    CONSTRUCTION

    THE CHILDREN'S THEATRE OF CINCINNATI

    $1,000,000
    CINCINNATI, OH2025

    LAND / BUILDING ACQUISITION

    UNIVERSITY OF TEXAS FOUNDATION

    $895,000
    AUSTIN, TX2025

    CONSTRUCTION

    BOYS & GIRLS CLUBS OF PROVIDENCE

    $750,000
    PROVIDENCE, RI2025

    RENOVATION

    WORLD CENTRAL KITCHEN

    $750,000
    WASHINGTON, DC2025

    OTHER

    CAROLINA YOUTH COALITION

    $750,000
    CHARLOTTE, NC2025

    PROGRAM EXPANSION

    BREWSTER ACADEMY

    $750,000
    WOLFEBORO, NH2025

    RENOVATION

    COMP-U-DOPT

    $715,000
    HOUSTON, TX2025

    TECHNOLOGY & EQUIPMENT

    PEROT MUSEUM OF NATURE AND SCIENCE

    $700,000
    DALLAS, TX2025

    NEW CONSTRUCTION

    NATURAL HISTORY MUSEUM OF UTAH

    $700,000
    SALT LAKE CITY, UT2025

    PROGRAM DEVELOPMENT / EVALUATION

    UMOM NEW DAY CENTERS INC

    $675,000
    PHOENIX, AZ2025

    PROPERTY CARE; BUILDINGS; RENOVATION

    ACH CHILD AND FAMILY SERVICES

    $650,000
    FORT WORTH, TX2025

    TECHNOLOGY & EQUIPMENT

    MYSTIC RIVER WATERSHED ASSOCIATION INC

    $630,000
    ARLINGTON, MA2025

    SALARY SUPPORT

    NEIGHBORHOOD VILLAGES INC

    $600,000
    JAMAICA PLAIN, MA2025

    STRATEGIC PLAN

    CLARA MAASS MEDICAL CENTER FOUNDATION

    $600,000
    BELLEVILLE, NJ2025

    RENOVATION

    PROKIDS

    $600,000
    CINCINNATI, OH2025

    CAMPAIGN / FUNDRAISING PLAN

    MAINE COAST HERITAGE TRUST

    $600,000
    TOPSHAM, ME2025

    PERSONNEL

    DENVER SCHOLARSHIP FOUNDATION

    $580,000
    DENVER, CO2025

    TECHNOLOGY & EQUIPMENT

    CENTER FOR WOMEN & ENTERPRISE INC

    $575,000
    BOSTON, MA2025

    SALARY SUPPORT

    LIBERTY SCIENCE CENTER INC

    $575,000
    JERSEY CITY, NJ2025

    CONSTRUCTION

    MUSEUM OF CONTEMPORARY ART CHICAGO

    $560,000
    CHICAGO, IL2025

    CAPITAL PLAN

    LUMIN EDUCATION

    $550,000
    DALLAS, TX2025

    CAPITAL PLAN

    THE TRUSTEES OF RESERVATIONS

    $530,000
    BOSTON, MA2025

    ACQUISITION FOR PRESERVATION

    CONTEMPORARY ARTS CENTER

    $525,000
    CINCINNATI, OH2025

    PROPERTY CARE; BUILDINGS; HISTORIC PRESERVATION

    TRINITY PARK CONSERVANCY

    $500,000
    DALLAS, TX2025

    NEW CONSTRUCTION

    COMMIT2DALLAS

    $500,000
    DALLAS, TX2025

    SALARY SUPPORT

    TRANSFORM 1012 N MAIN STREET

    $500,000
    FORT WORTH, TX2025

    CAPITAL PLAN

    THE DALLAS FOUNDATION

    $500,000
    DALLAS, TX2025

    NEW CONSTRUCTION

    ARIZONA JEWISH HISTORICAL SOCIETY

    $500,000
    PHOENIX, AZ2025

    PROPERTY CARE; BUILDINGS; CONSTRUCTION

    COUNCIL FOR ECONOMIC EDUCATION

    $500,000
    NEW YORK, NY2025

    TECHNOLOGY PLAN

    THE CHILDREN'S CENTER

    $500,000
    WEST VALLEY CITY, UT2025

    CONSTRUCTION

    FRENCHMAN BAY CONSERVANCY

    $500,000
    HANCOCK, ME2025

    ACQUISITION FOR PRESERVATION

    UNC CHARLOTTE FOUNDATION

    $500,000
    CHARLOTTE, NC2025

    R&D / INNOVATION / PILOTS

    UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED

    $500,000
    ALBUQUERQUE, NM2025

    PLANNING

    MAINE COAST HERITAGE TRUST

    $500,000
    TOPSHAM, ME2025

    PERSONNEL