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Factset Charitable Foundation EIN 87-3645269

Factset Charitable Foundation

EIN  87-3645269 Private foundation / grantmaker Norwalk, CT
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Size
$100K–1M
What they do
A private foundation based in Norwalk, CT. It reported about $750K in revenue for 2024.
Leadership
Chai Suh · Treasurer (end 11/24)
Money in and out
$750K revenue, $3.3M expenses
Bottom line
—

A private foundation based in Norwalk, CT. It reported about $750K in revenue for 2024. For fiscal year 2024 it reported $750K in revenue, $3.3M in expenses, and $5.0M in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$750K
Pt VIII · Ln 12
Total expenses
$3.3M
Pt IX · Ln 25
Net assets
$5.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$2.5M
Total assets
5.0M
deployed as grants and operations
Grants paid
3.2M
in FY2024
Grants made
54grants
total in period
Payout rate
65%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 54 grants · $3.2M · 2024–2024
America on Tech INCFY2024$410,000
Upreach Charitable CompanyFY2024$255,000
The Bottom Line INCFY2024$250,000
Sponsors for Educational OpportunityFY2024$250,000
The Girls Are InvestorsFY2024$249,682
Future 5FY2024$180,000
Girls Who Invest INCFY2024$175,000
Generation You Employed INCFY2024$155,000
TechnovationFY2024$150,000
Philippine Development Foundation DBA PhildevFY2024$132,000
Kiron Open Higher Education GmbhFY2024$125,000
The Posse Foundation INCFY2024$100,000
Rise Against HungerFY2024$79,053
American National Red CrossFY2024$75,000
Chapter One NfpFY2024$70,000
Sos Children's Villages UKFY2024$68,829
Junior Achievement USAFY2024$68,425
Friends of the World Food Program INCFY2024$50,000
See all 54 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$59K
Median grantPart XV$15K
Largest grantPart XV$410K

Summary of the Filing

Part I · fiscal year 2024 · Form 990-PF
Revenue
$750K
FY2024▼ -89%
Expenses
$3.3M
FY2024▲ +28%
Total assets
$5.0M
FY2024▼ -36%
Total liabilities
$18K
FY2024▼ -95%
Total revenue
$750K
Pt VIII · Ln 12
Total expenses
$3.3M
Pt IX · Ln 25
Net assets
$5.0M
Pt X · Ln 32
Total assetsPt II$5.0M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CFactset Charitable Foundation
EINHdr · item D87-3645269
Principal addressHdr · item CNorwalk, CT
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MCT
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T21)
Ruling yearIRS BMFAug 2022

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Chai Suh
Treasurer (end 11/24)
$0Pt VII · Sec A
Kendra Brown
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
John Costigan
Director & Chair
$0Pt VII · Sec A
Donell Young
Director
$0Pt VII · Sec A
Laura Ruhe
Director
$0Pt VII · Sec A
Jeffrey Gershowitz
Secretary (end 11/24)
$0Pt VII · Sec A
Victoria Revall
Tax Officer
$0Pt VII · Sec A
See Factset Charitable Foundation executive salaries →

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Statement of Revenue

Part VIII
Contributions & grants$500K · 67%
Investment income$250K · 33%
Contributions & grants67%$500K
Investment income33%$250K
Total revenueLn 12$750K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.99 Operating & administrative $0.01
Grants & contributions paid99%$3.2M
Operating & administrative1%$31K
Total functional expensesLn 25$3.3M

Balance Sheet

Part X · end of year
CashLn 1$1.3M
Total assetsLn 16$5.0M
Total liabilitiesLn 26$18K
Total net assetsLn 32$5.0M
Months of cash on handcomputed4.6

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $5.0M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $750K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $750K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $750K · Prior year $7.1M
-89%
Net-asset trend (YoY)
End of year $5.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $750K · Expenses $3.3M
-334%
Liabilities-to-Assets
Total liabilities — · Total assets $5.0M
—
Net-asset ratio
Net assets $5.0M · Total assets $5.0M
100%
People & payroll
Highest Reported Total Compensation
Individual Chai Suh · Reported title TREASURER (END 11/24) · Highest reported compensation $0 · Total expenses $3.3M
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -89%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$7.1M revenue · ⤓ 990 PDF
FY2023$3.5M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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