Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us


August 03, 2015 4:26 PM ET

Commercial Services and Supplies

Company Overview of Foundation Source Philanthropic Services, Inc.

Company Overview

Foundation Source Philanthropic Services, Inc. provides outsourced support services for private foundations in the United States. It offers administration, compliance monitoring, federal and state filings, and grants management services. The company also provides its services through online. It serves attorneys, financial advisors, CPAs, and donors. Foundation Source Philanthropic Services, Inc. is headquartered in Fairfield, Connecticut with regional offices in Boston, New York, Philadelphia, Atlanta, Chicago, Denver, Salt Lake City, San Francisco, and Seattle.

55 Walls Drive

3rd Floor

Fairfield, CT 06824

United States

Phone:

800-839-0054

Fax:

800-839-1764

Key Executives for Foundation Source Philanthropic Services, Inc.

Chief Executive Officer and Director
President
Age: 59
Co-Founder and Vice Chairman
Age: 50
Chief Operating Officer
Chief Philanthropic & Marketing Officer and President of Foundation Source Advisors
Compensation as of Fiscal Year 2015.

Foundation Source Philanthropic Services, Inc. Key Developments

Foundation Source Philanthropic Services, Inc. Presents at Family Office & Private Wealth Management Forum, Jul-21-2015 03:30 PM

Foundation Source Philanthropic Services, Inc. Presents at Family Office & Private Wealth Management Forum, Jul-21-2015 03:30 PM. Venue: Hyatt Regency Newport, Newport, Rhode Island, United States.

Foundation Source Appoints Justin Murphy as Managing Director for Northern California

Foundation Source announced the appointment of Justin Murphy as managing director. Based in San Francisco, CA, Mr. Murphy will focus his efforts on the northern half of California, utilizing his strong background in business development, professional services, and as a former attorney. He reports to National Director of Sales Yvonne Dahl. In his role as managing director, Mr. Murphy will expand Foundation Source's footprint in the Northern California market. His primary focus will be on introducing the company's comprehensive support services for private foundations to high-net-worth donors, and working with wealth managers, financial advisors, and attorneys, to help them serve their philanthropic clients. Before joining Foundation Source, Mr. Murphy worked in San Francisco as a Sales Consultant with LexisNexis.

Foundation Source Appoints Dennis Ladd as Managing Director

Foundation Source announced the appointment of Dennis Ladd as Managing Director. Mr. Ladd reports to National Director of Sales Yvonne Dahl. For much of his career prior to Foundation Source, Mr. Ladd worked with FactSet Research Systems, a company which provides financial data and analytic tools. Most recently, he served as FactSet's Senior Vice President, Director of Sales for the New York Investment Management team where he led a team of sales consultants and product specialists, oversaw the on-boarding of new clients, and enhanced existing client relationships.

Similar Private Companies By Industry

Company Name Region
Global Concepts Ltd. United States
GWIB CO., LLC United States
BPI Reprographics, LLC United States
Dorothy Draper and Company, Inc. United States
Stewart Environmental Consultants, LLC United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Foundation Source Philanthropic Services, Inc., please visit www.foundationsource.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.