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Foundation Source

The comprehensive solution for private foundations.

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Overview

Foundation Source offers a comprehensive suite of services and software designed specifically for the administration and management of private foundations. This includes expert tax preparation and filing of Form 990-PF, as well as grant management, compliance monitoring, and online foundation management tools.

✨ Key Features

  • Form 990-PF Preparation and Filing
  • Grant Management Software
  • Compliance Monitoring and Support
  • Online Foundation Management Platform
  • Consulting and Advisory Services

🎯 Key Differentiators

  • Exclusive focus on private foundations
  • Combination of software and expert services
  • Comprehensive solution for all aspects of foundation management

Unique Value: Foundation Source provides private foundations with the expertise and technology they need to operate efficiently and effectively, ensuring compliance and maximizing their philanthropic impact.

🎯 Use Cases (3)

Administration and management of private foundations Ensuring compliance with IRS regulations for private foundations Streamlining grantmaking and other foundation activities

✅ Best For

  • Comprehensive support for all aspects of private foundation management
  • Expert handling of Form 990-PF filing

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Public charities and other nonprofits that do not file Form 990-PF
  • Organizations looking for a simple, low-cost e-filing solution

🏆 Alternatives

Tax990 ExpressTaxExempt CPA firms

It offers a more specialized and comprehensive solution for private foundations than general e-filing services or traditional accounting firms.

💻 Platforms

Web

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SOC 1 Type II

💰 Pricing

Contact for pricing

Free tier: NA

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