Our services include complete grant management, investment income and 5% percent payout monitoring, federal and state tax and other filings, compliance monitoring and oversight of all aspects of the Foundation's business.

• Oversee and Manage Grant Requests
  • From the public
    -Accept / Reject (depending on your criteria)
    
  • Internally / board member generated
    -We handle all the details
    
  • Confirm 501(c)(3) (nonprofit status lookup) with IRS via our web database (also search for terminated nonprofit status IRS database)
  • Capture all info needed for the tax return and permanent records Online tracking of all aspects, viewable by you and your team and Foundation Resource Team (secured site)
• Gather all docs needed and prepare docs for board approval
  • Scope is determined by you and your objectives
  • Can go as far as writing the checks (signature authority) -If you write checks
       -Post to web site (fast and easy) or Fax
    -If we write checks
       -Post to web site (fast and easy)
    -Advantage of web based checkbook is that everyone has access and is aware of the balance and status
    
• Track status of needed grant payouts (5% rule)
  • Web site will show ongoing status
  • Available for all to see status
  • Allows for immediate action
• Search and match potential grantee organizations to match your objectives
  • Our extensive online database and existing relationships
• Monitor investments and project gross income for the year
• Monitor net income for purposes of projecting 1% tax
• Perform annual accounting and prepare tax return(s)
• Web based electronic storage of all documents (fully secured and mirrored storage)
• Monitor and follow-up on all aspects of the Foundation's business
  • Much of this is specific to your foundation, the unique aspects that you desire to see accomplished
• Web Site
  • Web site creation and hosting
  • Grant and information requests are entered from your web site which links to Foundation Resource Team.com (transparent to the user)
  • Email address and more
  • Your Foundation will have its own web site and a presents on our site.
• Foundation Resource Team is a service provided by Jim Colville, CPA and is not associated with any other service or entity.
  
   Foundation Resource Team