STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

FACTSET CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FACTSET CHARITABLE FOUNDATION (EIN 87-3645269)
Tax period
2023-09-01 to 2024-08-31
Filed
2025-03-13
IRS object ID
202530729349100208
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-13T12:37:35-05:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 Madison AvenueAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873645269EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FACTSET CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% VICTORIA REVALLInCareOfNm
Business Name ControlFACTBusinessNameControlTxt
Phone2038101000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line145 GLOVER AVENUEAddressLine1Txt
CityNORWALKCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06850ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVICTORIA REVALLPersonNm
Person TitleVP, ASS. DIR. OF TAXPersonTitleTxt
Phone2038101000PhoneNum
Signature2024-03-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEREDITH MONROEPreparerPersonNm
PTINP01441362PTIN
Phone6464713000PhoneNum
Preparation2025-03-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,802,328FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$72,197InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$72,197InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$7,072,197TotalRevAndExpnssAmt
Total Net Invst Incm$72,197TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$2,551LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$2,551LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,249OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,249OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,800TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,800TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,541,117ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,205,617ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,547,917TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,212,417TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,524,280ExcessRevenueOverExpensesAmt
Net Investment Income$72,197NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,192,548CashBOYAmt
Cash EOY$3,830,131CashEOYAmt
Cash EOYFMV$3,830,131CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,972,197USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,972,197USGovtObligationsEOYFMVAmt
Total Assets BOY$3,192,548TotalAssetsBOYAmt
Total Assets EOY$7,802,328TotalAssetsEOYAmt
Total Assets EOYFMV$7,802,328TotalAssetsEOYFMVAmt
Grants Payable BOY$250,000GrantsPayableBOYAmt
Grants Payable EOY$335,500GrantsPayableEOYAmt
Total Liabilities BOY$250,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$335,500TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,942,548NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,466,828NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,942,548TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,466,828TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,192,548TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,802,328TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,942,548TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,524,280ExcessRevenueOverExpensesAmt
Subtotal$7,466,828SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,466,828TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,004InvestmentIncomeExciseTaxAmt
Subtotal$1,004SubtotalAmt
Tax Based On Investment Income$1,004TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$59EsPenaltyAmt
Overpayment$937OverpaymentAmt
Applied To ES Tax$937AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressSEE STATEMENT 42WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1VICTORIA REVALLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2038101000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line145 GLOVER AVENUEAddressLine1Txt
CityNORWALKCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06850ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA HUBER UNTIL 0724
45 GLOVER AVENUENORWALKCT06850CHAIR5.0$0$0$0
CHAI SUH
45 GLOVER AVENUENORWALKCT06850TREASURER2.0$0$0$0
KENDRA BROWN
45 GLOVER AVENUENORWALKCT06850DIRECTOR1.0$0$0$0
KRISTINA KARNOVSKY
45 GLOVER AVENUENORWALKCT06850DIRECTOR1.0$0$0$0
JOHN COSTIGAN AS OF 0724
45 GLOVER AVENUENORWALKCT06850DIRECTOR & CHAIR1.0$0$0$0
DONELL YOUNG
45 GLOVER AVENUENORWALKCT06850DIRECTOR1.0$0$0$0
LAURA RUHE
45 GLOVER AVENUENORWALKCT06850DIRECTOR1.0$0$0$0
JEFFREY GERSHOWITZ
45 GLOVER AVENUENORWALKCT06850SECRETARY5.0$0$0$0
VICTORIA REVALL
45 GLOVER AVENUENORWALKCT06850TAX OFFICER1.0$0$0$0
LISA HUGHES
45 GLOVER AVENUENORWALKCT06850DIRECTOR (AS OF 09/23)1.0$0$0$0
ANDREW BURTON
45 GLOVER AVENUENORWALKCT06850DIRECTOR (AS OF 09/23)1.0$0$0$0
CLAUDINE DAVID
45 GLOVER AVENUENORWALKCT06850DIRECTOR (AS OF 02/24)1.0$0$0$0
LISA GLEASON
45 GLOVER AVENUENORWALKCT06850CO-PRESIDENT (AS OF 09/23)20.0$0$0$0
HANNAH ZUCKER
45 GLOVER AVENUENORWALKCT06850CO-PRESIDENT (AS OF 09/23)20.0$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,475,181AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,010,370AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,485,551TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,485,551AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,283CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,418,268NetVlNoncharitableAssetsAmt
Minimum Investment Return$220,913MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$220,913MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,004TaxBasedOnInvestmentIncomeAmt
Total Tax$1,004TotalTaxAmt
Distributable Before Adj$219,909DistributableBeforeAdjAmt
Distributable Before Ded$219,909DistributableBeforeDedAmt
Distributable As Adjusted$219,909DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,212,417ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,212,417QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$219,909DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$289,090ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,430,261ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,719,351TotalExcessDistributionCyovAmt
Qualifying Distributions$2,212,417QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$219,909AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,992,508RemainingDistriFromCorpusAmt
Total Corpus$3,711,859TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,711,859ExcessDistriCyovToNextYrAmt
Excess From Year2$289,090ExcessFromYear2Amt
Excess From Year1$1,430,261ExcessFromYear1Amt
Excess From Current Year$1,992,508ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
GOD'S LOVE WE DELIVER INC
166 AVENUE OF THE AMERICASNEW YORKNY10013NONEPCOPERATING SUPPORT$5,000
NORWALK RIVER WATERSHED ASSOCIATION INC
PO BOX 7114WILTONCT06897NONEPCOPERATING SUPPORT$4,600
TREEFOLKS INC
PO BOX 1395DEL VALLETX78617NONEPCOPERATING SUPPORT$5,000
RISE AGAINST HUNGER
3733 NATIONAL DRIVERALEIGHNC27612NONEPCOPERATING SUPPORT$54,500SUITE 200
CONNECTICUT FOODSHARE (FKA CONNECTICUT FOOD BANK)
2 RESEARCH PARKWAYWALLINGFORDCT06492NONEPCOPERATING SUPPORT$15,000
FRIENDS OF THE WORLD FOOD PROGRAM INC
1725 I STREET NWWASHINGTONDC20006NONEPCOPERATING SUPPORT$50,000SUITE 510
TECHNOVATION
700 EL CAMINO REALMENLO PARKCA94025NONEPCOPERATING SUPPORT$150,0001120 SUITE 120
AMERICAN NATIONAL RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONEPCOPERATING SUPPORT$75,347
LA WORKS INC
570 WEST AVENUE 26LOS ANGELESCA90065NONEPCOPERATING SUPPORT$13,000SUITE 400
PERSON-TO-PERSON
1864 POST ROADDARIENCT06820NONEPCOPERATING SUPPORT$5,000
NOURISHING HOPE
1716 W HUBBARD STREETCHICAGOIL60622NONEPCOPERATING SUPPORT$2,000
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118NONEPCOPERATING SUPPORT$10,000
GENERATION YOU EMPLOYED INC
1200 19TH STREET NWWASHINGTONDC20036NONEPCOPERATING SUPPORT$150,000SUITE 1110
FOOD BANK OF THE ROCKIES
10700 E 45TH AVENUEDENVERCO80239NONEPCOPERATING SUPPORT$2,000
FRIDAY NIGHT SUPPER PROGRAM INC
351 BOYLSTON STREETBOSTONMA02116NONEPCOPERATING SUPPORT$2,500
SECOND HARVEST FOOD BANK OF METROLINA
500 B SPRATT STREETCHARLOTTENC28206NONEPCOPERATING SUPPORT$2,500
FOUNDATION FOR HOSPITAL ART INC
131 VILLAGE CENTRE WESTWOODSTOCKGA30188NONEPCOPERATING SUPPORT$12,120
LOS ANGELES REGIONAL FOOD BANK
1734 EAST 41ST STREETLOS ANGELESCA90058NONEPCOPERATING SUPPORT$1,500
COMMUNITY FOOD WAREHOUSE OF MERCER COUNTY
109 S SHARPSVILLE AVENUESHARONPA16146NONEPCOPERATING SUPPORT$1,500SUITE A
CENTRAL TEXAS FOOD BANK INC
6500 METROPOLIS DRIVEAUSTINTX78744NONEPCOPERATING SUPPORT$4,500
SF-MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107NONEPCOPERATING SUPPORT$3,000
BILLION OYSTER PROJECT INC
10 SOUTH STREETNEW YORKNY10004NONEPCOPERATING SUPPORT$7,500SLIP 7
ESPLANADE ASSOCIATION INC
575 BOYSLON STREETBOSTONMA02116NONEPCOPERATING SUPPORT$4,0004R
THE TRAIL CONSERVANCY
PO BOX 6332AUSTINTX78762NONEPCOPERATING SUPPORT$2,500
JUNIOR ACHIEVEMENT USA
DEVELOPMENT DEPARTMENT ONE EDUCATIOCOLORADO SPRINGSCO80906NONEPCOPERATING SUPPORT$64,400
CREATIVE MINDS NYC INC
35 W 35TH STREETNEW YORKNY10001NONEPCOPERATING SUPPORT$1,150SUITE 701
NEW YORK CARES
65 BROADWAYNEW YORKNY10006NONEPCOPERATING SUPPORT$27,00019TH FLOOR
CAROLINA FARM TRUST
9627 WILLOW LEAF LNCORNELIUSNC28031NONEPCOPERATING SUPPORT$5,000
YOUNGSTOWN CITYSCAPE
PO BOX 75YOUNGSTOWNOH44501NONEPCOPERATING SUPPORT$1,500
ALLIANCE FOR THE GREAT LAKES
150 N MICHIGAN AVENUECHICAGOIL60601NONEPCOPERATING SUPPORT$10,000SUITE 750
THE POSSE FOUNDATION INC
14 WALL STREETNEW YORKNY10005NONEPCOPERATING SUPPORT$100,000SUITE 8A-60
UPREACH CHARITABLE COMPANY
NONEPCOPERATING SUPPORT$220,000CAN MEZZANINE 7-14 GREAT DOVER STLONDONUKSE1 4YR
FILLING IN THE BLANKS INC
346 MAIN AVENUENORWALKCT06851NONEPCOPERATING SUPPORT$6,000SUITE 3A
EMERALD NECKLACE CONSERVANCY
350 JAMAICAWAYBOSTONMA02130NONEPCOPERATING SUPPORT$1,500
WORKING IN THE SCHOOLS
641 WEST LAKE STREETCHICAGOIL60661NONEPCOPERATING SUPPORT$25,000SUITE 200
SAVE THE SOUND INC
127 CHURCH STREETNEW HAVENCT06510NONEPCOPERATING SUPPORT$10,0002ND FLOOR
VOLUNTEERS FOR OUTDOOR COLORADO
PO BOX 100577DENVERCO80250NONEPCOPERATING SUPPORT$4,000
CITY YEAR INC
55 BROAD STREETNEW YORKNY10004NONEPCOPERATING SUPPORT$25,00023RD FLOOR
THE SURFRIDER FOUNDATION
PO BOX 73550SAN CLEMENTECA92673NONEPCOPERATING SUPPORT$7,500
GROWNYC
PO BOX 2327NEW YORKNY10272NONEPCOPERATING SUPPORT$30,000
CHICAGO CARES INC
1200 W 35TH STREETCHICAGOIL60609NONEPCOPERATING SUPPORT$15,000UNIT 302
AMERICA ON TECH INC
25 BROADWAYNEW YORKNY10004NONEPCOPERATING SUPPORT$300,00012TH FLOOR
MY GOOD DEED DBA 911 DAY
5151 CALIFORNIA AVENUEIRVINECA92617NONEPCOPERATING SUPPORT$42,000SUITE 100
CHAPTER ONE NFP
13553 STATE ROAD 54ODESSAFL33556NONEPCOPERATING SUPPORT$35,000SUITE 50
AUSTIN YOUTH & COMMUNITY FARM INC
4900 GONZALES STREETAUSTINTX78702NONEPCOPERATING SUPPORT$5,000
THE UNITED WAY OF YOUNGSTOWN & THE MAHONING VALLEY
255 WATT STREETYOUNGSTOWNOH44505NONEPCOPERATING SUPPORT$5,000
SPONSORS FOR EDUCATIONAL OPPORTUNITY
55 EXCHANGE PLACENEW YORKNY10005NONEPCOPERATING SUPPORT$250,000SUITE 601
FAIRFIELD COUNTY'S COMMUNITY FOUNDATION
40 RICHARDS AVENUENORWALKCT06854NONEPCOPERATING SUPPORT$50,000
HAPPY HOPE FOUNDATION INC
PO BOX 277WEST WAREHAMMA02576NONEPCOPERATING SUPPORT$5,000
HEART MATH TUTORING INC
PO BOX 30623CHARLOTTENC28230NONEPCOPERATING SUPPORT$2,500
THE BOTTOM LINE INC
50 MILK STREETBOSTONMA02109NONEPCOPERATING SUPPORT$250,000FLOOR 16
KIRON OPEN HIGHER EDUCATION GMBH
NONEPCOPERATING SUPPORT$125,000ROLLBERGSTRAE 28A C/O IMPACT HUBBERLINGM12053
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,205,617TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LA WORKS INC
570 WEST AVENUE 26SUITE 400LOS ANGELESCA90065NONEPCOPERATING SUPPORT$12,500
NORWALK RIVER WATERSHED ASSOCIATION INC
PO BOX 7114WILTONCT06897NONEPCOPERATING SUPPORT$4,000
GREATER CHICAGO FOOD DEPOSITORY
4100 WEST ANN LURIE PLACECHICAGOIL60632NONEPCOPERATING SUPPORT$4,000
PHILIPPINE DEVELOPMENT FOUNDATION DBA PHILDEV
325 LYTTON AVENUESUITE 4APALO ALTOCA94301NONEPCOPERATING SUPPORT$125,000
CITY HARVEST
6 EAST 32ND STREETNEW YORKNY10016NONEPCOPERATING SUPPORT$15,000
GIRLS WHO INVEST INC
28 LIBERTY STREET6TH FLOORNEW YORKNY10005NONEPCOPERATING SUPPORT$175,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$335,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,197ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$72,197ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$72,197TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonFACTSET RESEARCH SYSTEMS INCContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line145 GLOVER AVENUEAddressLine1Txt
CityNORWALKCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06850ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,972,197USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,972,197USGovtObligationsEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,551LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,551DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING FEESCategoryTxt
Amt$4,249Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,249DisbursementsCharitablePrpsAmt