| FORM 990, PAGE 1, PART I, LINE 1 and PART III, LINE 1 AND 4(A) |
FIDELITY CHARITABLE 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 OF FIDELITY CHARITABLE. FIDELITY CHARITABLE'S GOAL IS TO INCREASE THE DOLLARS TO CHARITABLE ORGANIZATIONS THROUGH FUNDRAISING AND OUTREACH. OUTREACH SERVICES PROVIDED BY FIDELITY CHARITABLE INCLUDE, BUT ARE NOT LIMITED TO: PROVIDING ACCESS TO CHARITABLE RESEARCH TOOLS SUCH AS GUIDESTAR AND CHARITY NAVIGATOR TO ASSIST DONORS IN MAKING INFORMED GIVING DECISIONS; PRODUCING AND PROVIDING PUBLICLY AVAILABLE EDUCATIONAL LITERATURE TO ASSIST DONORS IN EVALUATING CHARITABLE MISSIONS, FINANCIALS AND BOARDS; AND PROVIDING PUBLICLY AVAILABLE TIMELY GUIDANCE IN THE AREAS OF HIGH IMPACT GIVING AND DISASTER RELIEF. |
| FORM 990, PART I, LINE 17; PART IV, LINE 23; PART VI, SECTION A |
LINE 3; PART VI, SECTION B LINES 15A, & 15B; PART VII, SECTION A, LINE 5; PART VII SECTION B; AND PART IX, LINE 11A: FIDELITY CHARITABLE ENGAGES FMR LLC ("FMR") PURSUANT TO A SERVICES AGREEMENT ("SA") UNDER WHICH A BROAD RANGE OF SERVICES ARE PROVIDED TO AND ON BEHALF OF FIDELITY CHARITABLE, INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING SERVICES PROVIDED BY FMR: RECORD-KEEPING, SYSTEMS, ADMINISTRATION, FUNDRAISING, INVESTMENT ADVISORY SERVICES AND SERVICES OF OFFICERS AND OTHER INDIVIDUALS. PAYMENTS BY FIDELITY CHARITABLE TO FMR UNDER THE SA ARE BASED ON THE TERMS OF THE SA IN AGGREGATE; SEPARATE COSTS BORNE BY FMR IN PROVIDING SERVICES UNDER THE SA, INCLUDING COMPENSATION PAID BY FMR, ARE NOT SEPARATELY STATED UNDER THE SA (PAYMENTS TO FMR UNDER THE SA ARE REPORTED ON FORM 990 PART VII, SECTION B). AS PROVIDED UNDER THE SA, FIDELITY CHARITABLE AND FMR REVIEW THE TERMS OF ITS AGREEMENT ON AN ANNUAL BASIS TO ENSURE THAT FIDELITY CHARITABLE IS RECEIVING FAIR VALUE FOR THE FEES THAT IT IS PAYING FMR. FIDELITY CHARITABLE AND FMR COMPARE THE SERVICES PROVIDED UNDER THE SA WITH PRICES PROVIDED BY OTHER VENDORS FOR COMPARABLE SERVICES TO ENSURE THAT FIDELITY CHARITABLE IS RECEIVING AT LEAST AS FAVORABLE AN ARRANGEMENT AS IT WOULD RECEIVE WITH A PARTY OTHER THAN FMR. |
| FORM 990, PART VI, SECTION B, LINE 11B |
AS PART OF THE PROCESS OF PREPARING FIDELITY CHARITABLE'S IRS FORM 990 (THE FORM), THE INDEPENDENT RETURN PREPARER PREPARED AND REVIEWED THE FORM WITH FIDELITY CHARITABLE MANAGEMENT. THE INDEPENDENT RETURN PREPARER THEN MET WITH THE BOARD'S CHAIR AND THE BOARD'S AUDIT COMMITTEE (COMPOSED OF TRUSTEES INDEPENDENT FROM FIDELITY INVESTMENTS), ALONG WITH FIDELITY CHARITABLE MANAGEMENT, TO REVIEW THE DRAFT FORM AND TO ANSWER BOARD QUESTIONS. THE FORM IS DISTRIBUTED TO EACH BOARD MEMBER. UPON RECEIVING FINAL AUDIT COMMITTEE APPROVAL, THE FORM 990 IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C |
TRUSTEES AND OFFICERS OF FIDELITY CHARITABLE ARE REQUIRED ON AN ANNUAL BASIS TO COMPLETE A CONFLICT OF INTEREST SURVEY, WHICH IS THEN REVIEWED BY AND FILED WITH AN OFFICER OF FIDELITY CHARITABLE, CURRENTLY THE SECRETARY. ANY KEY PERSON HAVING A FINANCIAL INTEREST SHALL NOT PARTICIPATE IN THE DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION, AND SHALL RETIRE FROM THE ROOM DURING THE DELIBERATIONS AND VOTE. |
| FORM 990, PART VI, SECTION C, LINE 18 |
PURSUANT TO AND CONSISTENT WITH IRS REGULATIONS, FIDELITY CHARITABLE MAKES COPIES OF ITS APPLICATION FOR RECOGNITION OF EXEMPTION AVAILABLE FOR PUBLIC INSPECTION WITHOUT CHARGE AT ITS PRINCIPAL OFFICE DURING REGULAR BUSINESS HOURS; MAKES EACH ANNUAL INFORMATION RETURN AVAILABLE FOR A PERIOD OF THREE YEARS BEGINNING ON THE DATE THE RETURN IS REQUIRED TO BE FILED (DETERMINED WITH REGARD TO ANY EXTENSIONS OF TIME FOR FILING) OR IS ACTUALLY FILED, WHICHEVER IS LATER; AND PROVIDES A COPY WITHOUT CHARGE (FOR FORM 990-T, THIS REQUIREMENT APPLIES ONLY TO FORMS 990-T FILED AFTER AUGUST 17, 2006), OTHER THAN A REASONABLE FEE FOR REPRODUCTION AND ACTUAL POSTAGE COSTS, OF ALL OR ANY PART OF ANY APPLICATION OR RETURN REQUIRED TO BE MADE AVAILABLE FOR PUBLIC INSPECTION TO ANY INDIVIDUAL WHO MAKES A REQUEST FOR SUCH COPY IN PERSON OR IN WRITING (EXCEPT AS OTHERWISE PROVIDED IN IRS REGULATIONS). THE COPY SHALL INCLUDE ALL INFORMATION FURNISHED BY FIDELITY CHARITABLE TO THE IRS ON FORM 990 OR 990-T, AS WELL AS ALL SCHEDULES, ATTACHMENTS AND SUPPORTING DOCUMENTS, EXCEPT FOR THE NAME AND ADDRESS OF ANY CONTRIBUTOR TO FIDELITY CHARITABLE. HOWEVER, SCHEDULES, ATTACHMENTS, AND SUPPORTING DOCUMENTS FILED WITH FORM 990-T THAT DO NOT RELATE TO THE IMPOSITION OF UNRELATED BUSINESS INCOME TAX MAY NOT BE MADE AVAILABLE FOR PUBLIC INSPECTION AND COPYING. IN ADDITION, FIDELITY CHARITABLE MAKES ITS ANNUAL RETURN WIDELY AVAILABLE BY POSTING THE DOCUMENT ON ITS WEBSITE (WWW.FIDELITYCHARITABLE.ORG), AND FIDELITY CHARITABLE'S IRS FORMS 990 ARE ALSO AVAILABLE ON GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 |
FIDELITY CHARITABLE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ITS PUBLIC DISCLOSURE POLICY IS PUBLISHED ON ITS WEBSITE. THE MOST RECENT 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO POSTED ON FIDELITY CHARITABLE'S WEBSITE. |
| FORM 990, PART XI, LINE 9 |
$ (1,353,095) - DECREASE IN REMAINDER INTEREST OF POOLED INCOME FUND $ 16,044,329 - ADJUSTMENT FOR PRIOR YEAR VOIDED GRANTS _______________ $ 14,691,234 - TOTAL |
Attach to Form 990 or 990-EZ.