Learn how to calculate the foundation’s minimum distribution requirement.
Get answers to common questions about private foundations.
Discover how a corporate foundation leveraged Foundation Source to design a cash awards program that incentivized STEM students and steered clear of compliance issues.
A private foundation, which can exist in perpetuity, extends a legacy of charitable work beyond the donor’s lifetime.
Excerpts from Jeff Haskell’s presentation to the San Francisco Estate Planning Council.
This article provides a general primer on state filing requirements and describes important criteria in selecting a state of incorporation.
Foundation Source IRS regulations are often complicated and sometimes gray. Learn 10 basic rules on foundation compliance.
Learn about all the advanced grantmaking options available to a private foundation and special IRS compliance considerations.
Learn the common mistakes made when filing an IRS 990-PF tax return for a private foundation as well as opportunities for tax savings.
Understand the potential pitfalls when completing Form 1023 for exempt status.