Calculating the Minimum Distribution Requirement
Learn how to calculate the foundation’s minimum distribution requirement.
Frequently Asked Questions About Private Foundations
Get answers to common questions about private foundations.
Client Case Study: Awards Programs
Discover how a corporate foundation leveraged Foundation Source to design a cash awards program that incentivized STEM students and steered clear of compliance issues.
Insuring a Private Foundation’s Financial Future
A private foundation, which can exist in perpetuity, extends a legacy of charitable work beyond the donor’s lifetime.
IRS Rules & Compliance Procedures
Excerpts from Jeff Haskell’s presentation to the San Francisco Estate Planning Council.
State Filing Requirements for Private Foundations
This article provides a general primer on state filing requirements and describes important criteria in selecting a state of incorporation.
10 Rules Every Foundation Should Know About Compliance
Foundation Source IRS regulations are often complicated and sometimes gray. Learn 10 basic rules on foundation compliance.
Advanced Grantmaking & Compliance
Learn about all the advanced grantmaking options available to a private foundation and special IRS compliance considerations.
The 990-PF: How to Reap Savings and Avoid Pitfalls
Learn the common mistakes made when filing an IRS 990-PF tax return for a private foundation as well as opportunities for tax savings.
Form 1023: Proceed with Caution
Understand the potential pitfalls when completing Form 1023 for exempt status.