Factset Charitable Foundation

Partially Accessible
Private Foundation
NORWALK, ConnecticutMediumEIN: 873645269
Education NonprofitsFinancial Literacy ProgramsMentoring OrganizationsFood BanksCommunity Service Clubs

The FactSet Charitable Foundation is the corporate foundation of FactSet, focused on empowering the next generation of leaders in the technology and finance sectors and supporting communities near FactSet locations. The foundation conducts grantmaking via invitation and its professional staff initiates proposals; unsolicited requests are not considered. It is presented on FactSet's official site alongside press announcements about multi-year grants.

Source: Website · Mar 2026

Ideal Applicant

Organizations that advance youth leadership, technology and finance workforce development, or education and mentoring programs seeking operating support and aligned with FactSet's community or sector priorities.

Good Fit

  • Clear programmatic alignment with technology, finance, or youth leadership development.
  • Requests framed as operating support or multi‑year program funding at scales from small operational grants up to mid six‑figures.
  • Presence or partnerships in states and cities the foundation commonly supports (e.g., New York, Massachusetts, California, Washington DC) or in FactSet locations.
  • Existing relationships, referrals, or prior engagement with FactSet staff or corporate partners.

Geography

Broad

Observed grants in the latest year reached 15 U.S. states and included international recipients (London and Berlin), with only a small share going to the foundation's home state.

Recipient Variety

Broad

The foundation funded 52 distinct organizations in the latest year, with a mix of national nonprofits and some international partners; although some dollars concentrate among top recipients, the number of independent grantees is large.

New Applicants

Restrictive

Direct statements and application guidance indicate grants are by invitation only; while 26 new grantees appeared in 2023 (showing staff-initiated additions), unsolicited applicants are explicitly not considered, so an unfamiliar organization without a referral is unlikely to gain entry.

Source: Zeffy Agent · Mar 2026