THE FUND FOR CHARITABLE GIVING (EIN 043296043) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

CHARLES KOSKO

Phone

4127627963

Tax Period

2024-01-01 to 2024-12-31

THE FUND FOR CHARITABLE GIVING, founded in 1996, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $55.0M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $23.0M, a strong 42% operating margin.

Mission

THE FUND FOR CHARITABLE GIVING (THE FUND) IS A TAX-EXEMPT PUBLIC CHARITY THAT HAS BEEN ORGANIZED TO SUPPORT CHARITABLE ORGANIZATIONS NATIONWIDE. DONORS CAN CONTRIBUTE TO IT AT ANY TIME AND MAY QUALIFY FOR A TAX DEDUCTION THAT YEAR. DONORS CAN ALSO RECOMMEND GRANTS OR DISTRIBUTIONS FROM THE FUND TO CHARITABLE ORGANIZATIONS AT SOME FUTURE TIME.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $48,540,847

Program Service Revenue $0

Investment Income $6,412,243

Other Revenue $0

TOTAL REVENUE $54,953,090

Expense Breakdown

Grants Paid $31,065,638

Salaries & Benefits $879,347

Fundraising Expenses $0

Program Expenses $31,065,638

Other Expenses $46,391

TOTAL EXPENSES $31,991,376

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,953,090	$48,631,120	+0.1%
Expenses	$31,991,376	$27,553,513	+0.2%
Net Income	$22,961,714	$21,077,607	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kimberly Gallagher	DIRECTOR	1.0	Officer Director	$0	$0	$0
Jeffery Roberts	OFFICER	1.0	Officer Director	$0	$0	$0
Brandon Lucki	OFFICER	1.0	Officer Director	$0	$0	$0
Charles Kosko	OFFICER	1.0	Officer Director	$0	$0	$0
Tony Martinelli	OFFICER	1.0	Officer Director	$0	$0	$0
Bradley J Campbell	OFFICER	1.0	Officer Director	$0	$0	$0
Robert Johnston	OFFICER	1.0	Officer Director	$0	$0	$0
Nicole Palmer	OFFICER	1.0	Officer Director	$0	$0	$0
Catherine Kirchner	OFFICER	1.0	Officer Director	$0	$0	$0
PNC BANK	TRUSTEE	1.0		$879,347	$0	$879,347

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$54,953,090	$31,991,376	$155,093,953	$22,961,714
2023	$48,631,120	$27,553,513	$126,871,765	$21,077,607
2022	$25,080,241	$86,045,921	$94,502,431	$-60,965,680
2021	$114,342,351	$17,073,257	$174,176,180	$97,269,094
2020	$31,932,338	$24,278,453	$73,049,074	$7,653,885

THE FUND FOR CHARITABLE GIVING