Funder DirectoryFACTSET CHARITABLE FOUNDATION
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Private foundation (trust)EIN 873645269Est. 2022-08

FACTSET CHARITABLE FOUNDATION

NORWALK, CT 06850

Total Assets

$7.8M

FY 2023

Annual Giving

$2.2M

FY 2023

Grants Made

52

FY 2023

Avg Grant

$42K

FY 2023

Grant Range

$1K–$300K

Typical

Deadlines

Applications

Focus Areas

Corporate Foundations

Financial Snapshot

2023 filing

Total Revenue

$7.1M

Total Expenses

$2.5M

Qualifying Distributions

$2.2M

Distributable Amount

$220K

Min. Investment Return

$221K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

52 grants

Grant sizes from minimum $1K through median $9K to maximum $300K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

2 years

Giving over time from 2022 to 2023. Peak $2.2M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

104 grants

AMERICA ON TECH INC
$575K
2 grants
THE BOTTOM LINE INC
$500K
2 grants
UPREACH CHARITABLE COMPANY
$412K
2 grants
SPONSORS FOR EDUCATIONAL OPPORTUNITY
$250K
1 grant
TECHNOVATION
$249K
2 grants
THE POSSE FOUNDATION INC
$200K
2 grants
AMERICAN NATIONAL RED CROSS
$150K
2 grants
GENERATION YOU EMPLOYED INC
$150K
1 grant

Grant Size Distribution

104 grants

<$10K
60
grants
$10–50K
26
grants
$50–250K
16
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

13 states

New York
$1.2M
38% of total
Massachusetts
$590K
18% of total
District of Columbia
$400K
12% of total
California
$326K
10% of total
Connecticut
$179K
6% of total
Colorado
$153K
5% of total
Illinois
$124K
4% of total
North Carolina
$102K
3% of total
Texas
$48K
1% of total
Florida
$44K
1% of total

+3 more states

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FACTSET CHARITABLE FOUNDATION — Grants, Financials & Contact | Grantivo