Fidelity Non-profit Management

BOSTON, MA EIN: 22-3195349

The Fidelity Non-Profit Management Foundation is a grant-making organization based in Boston, Massachusetts, designated as a 501(c)(3) public charity. The foundation was established in 1992 and has been tax-exempt since March 1994. It operates as a subordinate organization under Harvard University and serves as a philanthropic institution focused on strengthening the nonprofit sector through strategic grantmaking and capacity-building initiatives.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6B

+4.8% YoY

Annual Giving

$135.2M

+40.0% YoY

Grant Count

108

+6.9% YoY

Avg Grant Size

$1.3M

+30.9% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission is to make grants and conduct supporting activities exclusively for the benefit of Section 501(c)(3) and 509(a)(1) or (2) organizations that conduct activities in the following areas:

  • Arts and Culture
  • Education
  • Medical Research and Healthcare

A defining characteristic of the foundation's approach is its emphasis on encouraging the highest standards of nonprofit management across all its grantmaking activities.

Grantmaking

The foundation maintains substantial grantmaking capacity with typical awards ranging from $50,000 to $25,000,000. Recent grants include:

Grant Range

s and Activity

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking priorities are concentrated in:

  • Massachusetts
  • New York
  • California

Grant Distribution by State

18states
+10 more states

Cities

AlexandriaAndoverArlingtonAtlantaBala CynwydBaltimoreBar HarborBeverlyBillericaBismarckBoothbayBostonBoylstonBridgewaterBrightonBrocktonBronxBrooklynCambridgeCanton

Financial History

Multi-year comparison from IRS filings

Assets and Revenue

  • Total Assets (2024): $2,566,528,357
  • Total Assets (2023): $2,450,000,000
  • Total Revenue (2024): $258,852,289
  • Total Liabilities (2023): $0

Program Spending

  • 2024 Total Expenses: $141,749,569
  • 2023 Total Expenses: $103,000,000
  • Program Expense Ratio: 99.01% (indicating strong focus on mission delivery)

The foundation maintains a robust financial position with substantial assets and demonstrates a high commitment to program spending relative to administrative costs.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$77M$154M$231M$308M20202021202220232024
Metric202420232022
Total Assets$2,566,528,357$2,449,324,409$2,272,862,889
Revenue$258,852,289$279,618,620$137,942,315
Expenses$141,749,569$102,992,015$103,419,151
Qualifying Distributions
Net Investment Income$236,211,087$256,676,196$81,976,471
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$34M$68M$101M$135M93 grants202060 grants202175 grants2022101 grants2023108 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BOSTON SYMPHONY ORCHESTR…$5.0MHISTORIC NEW ENGLAND$4.0MHENRY E HUNTINGTON LIBRA…$2.5MINSTITUTE OF CONTEMPORAR…$2.0MBRAVEN INC$1.6MBELLFORGE ARTS CENTER$1.5MBOCH CENTER$1.5MCONCORD MUSEUM$1.5MHUNTINGTON THEATRE COMPA…$1.5MCHILDREN'S HOSPITAL BOSTON$1.4M

Grant Size Distribution

250 grants across all recorded years

1<$50K2$50–100K31$100–250K61$250–500K72$500K–1M74$1–5M9$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Maura Marx is listed as the Principal Officer of the foundation.

Compensation Overview

From 2024 IRS filing

MAURA MARXPRESIDENT$558KLARA BETHKEPROGRAM DIRECTOR, MEDICAL SC…$370KNATACHA PERROTTAVP, PROGRAMS$258KCAROLINE NOLANPROGRAM DIRECTOR, EDUCATION$258KLISA BEVILAQUAPROGRAM DIRECTOR, ARTS & CUL…$246KBARBARA SULLIVANVP, INSIGHTS & IMPACT$245KLYDIA BERGENVP, OPERATIONS$232KDANIEL M ARDITOTREASURER$185KKEVIN SAUNDERSASST SECRETARY$166KSUSAN HOCKFIELDDIRECTOR$25KJOHN PALFREYDIRECTOR$25KROBERT A RADLOFFDIRECTOR & VP$25K

From 2024 filing

NameTitleHoursCompensation
SUSAN HOCKFIELDDIRECTOR2.5$25,000
JOHN PALFREYDIRECTOR2.5$25,000
ROBERT A RADLOFFDIRECTOR & VP2.5$25,000
EDWARD C JOHNSON IVDIRECTOR & CHAIRMAN2.5
ELIZABETH L JOHNSONDIRECTOR2.5
CHRISTOPHER J MCKOWNSECRETARY2.5
MAURA MARXPRESIDENT21$558,414
KEVIN SAUNDERSASST SECRETARY17$165,817
DANIEL M ARDITOTREASURER16$184,924
LYDIA BERGENVP, OPERATIONS21$231,609
CAROLINE NOLANPROGRAM DIRECTOR, EDUCATION32$257,845
LARA BETHKEPROGRAM DIRECTOR, MEDICAL SCIENCE37$370,042
NATACHA PERROTTAVP, PROGRAMS21$258,063
LISA BEVILAQUAPROGRAM DIRECTOR, ARTS & CULTURE30$245,710
BARBARA SULLIVANVP, INSIGHTS & IMPACT22$244,770

Contact Information

  • Address: 7 Water Street, Boston, MA 02109-4100
  • Phone: 617-646-7418
  • EIN: 22-3195349

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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