Nonprofit · EIN 87-3645269
FACTSET CHARITABLE FOUNDATION
Tax-exempt · NORWALK, CT 06850
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $749,801 | $3,256,918 | -$2,507,117 | $4,977,711 | $18,000 | $4,959,711 |
| August 31, 2024 | 990-PF | $7,072,197 | $2,547,917 | $4,524,280 | $7,802,328 | $335,500 | $7,466,828 |
| August 31, 2023 | 990-PF | $3,500,000 | $1,810,188 | $1,689,812 | $3,192,548 | $250,000 | $2,942,548 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $500,000
- Interest
- $249,801
Expenses
- Grants and similar amounts paid
- $3,225,489
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,238,818
- Excise tax on investment income
- $3,471
Balance sheet and other
- Total assets, start of year
- $7,802,328
- Total assets, end of year
- $4,977,711
- Total liabilities, end of year
- $18,000
- Net assets, end of year
- $4,959,711
- Fair market value of assets
- $4,977,711
- Qualifying distributions
- $3,238,818
- Net investment income
- $249,801
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHAI SUH 45 GLOVER AVENUE, NORWALK, CT 06850 | TREASURER (END 11/24) | 2 | $0 |
| KENDRA BROWN 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 1 | $0 |
| KRISTINA KARNOVSKY 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 1 | $0 |
| JOHN COSTIGAN 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR & CHAIR | 2 | $0 |
| DONELL YOUNG 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 1 | $0 |
| LAURA RUHE 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 1 | $0 |
| JEFFREY GERSHOWITZ 45 GLOVER AVENUE, NORWALK, CT 06850 | SECRETARY (END 11/24) | 5 | $0 |
| VICTORIA REVALL 45 GLOVER AVENUE, NORWALK, CT 06850 | TAX OFFICER | 1 | $0 |
| LISA HUGHES 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 1 | $0 |
| ANDREW BURTON 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR (END 12/24) | 1 | $0 |
| CLAUDINE DAVID 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 1 | $0 |
| LISA GLEASON 45 GLOVER AVENUE, NORWALK, CT 06850 | CO-PRESIDENT | 20 | $0 |
| HANNAH ZUCKER 45 GLOVER AVENUE, NORWALK, CT 06850 | CO-PRESIDENT | 20 | $0 |
| CARL CEDSTRAND 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR (AS OF 2/25) | 1 | $0 |
| KATE STEPP 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR (AS OF 2/25) | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT KAPUSTA 45 GLOVER AVENUE, NORWALK, CT 06850 | OFFICER (AS OF 11/24) | 2 | $0 |
| WINNEFRED LEWIS 45 GLOVER AVENUE, NORWALK, CT 06850 | SECRETARY (AS OF 11/24) | 1 | $0 |
990-PF for the year ended August 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA HUBER UNTIL 0724 45 GLOVER AVENUE, NORWALK, CT 06850 | CHAIR | 5 | $0 |
| CHAI SUH 45 GLOVER AVENUE, NORWALK, CT 06850 | TREASURER | 2 | $0 |
| KENDRA BROWN 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 1 | $0 |
| KRISTINA KARNOVSKY 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 1 | $0 |
| JOHN COSTIGAN AS OF 0724 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR & CHAIR | 1 | $0 |
| DONELL YOUNG 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 1 | $0 |
| LAURA RUHE 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 1 | $0 |
| JEFFREY GERSHOWITZ 45 GLOVER AVENUE, NORWALK, CT 06850 | SECRETARY | 5 | $0 |
| VICTORIA REVALL 45 GLOVER AVENUE, NORWALK, CT 06850 | TAX OFFICER | 1 | $0 |
| LISA HUGHES 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR (AS OF 09/23) | 1 | $0 |
| ANDREW BURTON 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR (AS OF 09/23) | 1 | $0 |
| CLAUDINE DAVID 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR (AS OF 02/24) | 1 | $0 |
| LISA GLEASON 45 GLOVER AVENUE, NORWALK, CT 06850 | CO-PRESIDENT (AS OF 09/23) | 20 | $0 |
| HANNAH ZUCKER 45 GLOVER AVENUE, NORWALK, CT 06850 | CO-PRESIDENT (AS OF 09/23) | 20 | $0 |
990-PF for the year ended August 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA HUBER 45 GLOVER AVENUE, NORWALK, CT 06850 | CHAIR AND DIRECTOR | 2 | $0 |
| CHAI SUH 45 GLOVER AVENUE, NORWALK, CT 06850 | TREASURER AND DIRECTOR | 2 | $0 |
| KENDRA BROWN 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 2 | $0 |
| KRISTINA KARNOVSKY 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 2 | $0 |
| JOHN COSTIGAN 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 2 | $0 |
| DONELL YOUNG 45 GLOVER AVENUE, NORWALK, CT 06850 | DIRECTOR | 2 | $0 |
| LAURA RUHE UNTIL 082023 45 GLOVER AVENUE, NORWALK, CT 06850 | PRESIDENT, DIRECTOR | 20 | $0 |
| JEFFREY GERSHOWITZ 45 GLOVER AVENUE, NORWALK, CT 06850 | SECRETARY | 5 | $0 |
| MARK DELL'ISOLA UNTIL 082023 45 GLOVER AVENUE, NORWALK, CT 06850 | OFFICER | 2 | $0 |
| VICTORIA REVALL FROM 082023 45 GLOVER AVENUE, NORWALK, CT 06850 | OFFICER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 45 GLOVER AVENUE, NORWALK, CT 06850-1238
- In care of
- % VICTORIA REVALL
- Signed the 990-PF
- VICTORIA REVALL, VP, ASS. DIR. OF TAX
- Phone
- (203) 810-1000
- Return prepared by
- PwC US Tax LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 87-3645269
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $4,977,711
- Income (IRS master file)
- $749,801
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $749,801 | $3,256,918 | $4,977,711 | XML |
| 990-PF | August 2024 | $7,072,197 | $2,547,917 | $7,802,328 | XML |
| 990-PF | August 2023 | $3,500,000 | $1,810,188 | $3,192,548 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-3645269).
Questions about FACTSET CHARITABLE FOUNDATION
- What is the EIN of FACTSET CHARITABLE FOUNDATION?
- The employer identification number (EIN) of FACTSET CHARITABLE FOUNDATION is 87-3645269.
- Is FACTSET CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to FACTSET CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FACTSET CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FACTSET CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FACTSET CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of FACTSET CHARITABLE FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does FACTSET CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $749,801, expenses of $3,256,918 and total assets of $4,977,711 at year end.
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