Calculating the Minimum Distribution Requirement
Learn how to calculate the foundation’s minimum distribution requirement.
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.