Cause IQ vendor profile

Foundation Source


Foundation Source is a firm that provides tax accounting and foundation administration to nonprofit clients. They primarily provide their services regionally, with most clients in Delaware (although they are present in other states as well).

Most Foundation Source clients are religious organizations and grantmaking foundations with revenues ranging from $50,263 to $2.0 million.

Primary location:
Lake Success, NY
Clients in:
DE, CT, NY
Identified clients:
2,396
Avg client size:
$1.1 mil revenue
Median client size:
$119 thou revenue

Foundation Source client list

  Name Type Location
1 Shelby Cullom Davis Charitable Fund 501(c)(3) Wilmington, DE
2 The Essex Avenue Foundation 501(c)(3) Wilmington, DE
3 The Maxwellhanrahan Foundation 501(c)(3) San Francisco, CA
4 Visa Foundation 501(c)(3) San Francisco, CA
5 Sternlicht Family Foundation 501(c)(3) Wilmington, DE
6 The MONARCH Foundation 501(c)(3) Wilmington, DE
7 Moccasin Lake Foundation 501(c)(3) Wilmington, DE
8 The Marisla Foundation 501(c)(3) Laguna Beach, CA
9 Lytton-Kambara Foundation 501(c)(3) Wilmington, DE
10 Morgridge Family Foundation 501(c)(3) Wilmington, DE
... and 2,386 more Foundation Source not-for-profit tax-exempt clients identified by Cause IQ

Foundation Source competitors

Competitors to Foundation Source in the nonprofit sector include Northern Trust, Fifth Third Bank, Wells Fargo Bank, SunTrust Bank, US Bank, Trust Processing Solutions, CBIZ MHM LLC, Aprio LLP, Rehmann Robson LLC, and Citrin Cooperman and Company LLP.

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