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FOUNDATION SOURCE PHILANTHROPIC SERVICES INC.

Company Details

Entity Name: FOUNDATION SOURCE PHILANTHROPIC SERVICES INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 19 Oct 2001 (Companies founded in October 2001)
Business ALEI: 0692996
Annual report due: 19 Oct 2025
NAICS code: 551112 - Offices of Other Holding Companies
Business address: 55 Walls Drive, Fairfield, CT, 06824, United States
Mailing address: 55 Walls Drive, 3 Floor, Fairfield, CT, United States, 06824
ZIP code: 06824 (Companies in Fairfield, 06824)
County: Fairfield
Place of Formation: DELAWARE
E-Mail: Compliancemail@cscinfo.com
E-Mail: annualreports@cscglobal.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FOUNDATION SOURCE PHILANTHROPIC SERVICES 2015 510398347 2017-06-30 FOUNDATION SOURCE PHILANTHROPIC SERVICES 106
File View Page
Three-digit plan number (PN) 502
Effective date of plan 2015-12-01
Business code 561110
Sponsor’s telephone number 2033193719
Plan sponsor’s DBA name FOUNDATION SOURCE
Plan sponsor’s mailing address 55 WALLS DRIVE, THIRD FLOOR, FAIRFIELD, CT, 06824
Plan sponsor’s address 55 WALLS DRIVE, THIRD FLOOR, FAIRFIELD, CT, 06824

Number of participants as of the end of the plan year
Active participants 106
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0

Signature of
Role Plan administrator
Date 2017-06-30
Name of individual signing VIRGINIA EGAN
Valid signature Filed with authorized/valid electronic signature
FOUNDATION SOURCE 401(K) PLAN 2013 510398347 2014-07-25 FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC. 113
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541990
Sponsor’s telephone number 2033193706
Plan sponsor’s address 55 WALLS DRIVE, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2014-07-23
Name of individual signing LISA BYRNE
Valid signature Filed with authorized/valid electronic signature
FOUNDATION SOURCE PHILANTHROIC SERVICES 2013 510398347 2014-05-23 FOUNDATION SOURCE PHILANTHROPIC SERVICES INC. 103
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-12-01
Business code 525990
Sponsor’s telephone number 2033193741
Plan sponsor’s mailing address 55 WALLS DRIVE, 3RD FLOOR, FAIRFIELD, CT, 06824
Plan sponsor’s address 55 WALLS DRIVE, 3RD FLOOR, FAIRFIELD, CT, 06824

Number of participants as of the end of the plan year
Active participants 103

Signature of
Role Plan administrator
Date 2014-05-23
Name of individual signing LISA BYRNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-05-23
Name of individual signing LISA BYRNE
Valid signature Filed with authorized/valid electronic signature
FOUNDATION SOURCE 401(K) PLAN 2012 510398347 2013-10-09 FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC. 104
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541990
Sponsor’s telephone number 2033193706
Plan sponsor’s address 55 WALLS DRIVE, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2013-10-07
Name of individual signing LISA BYRNE
Valid signature Filed with authorized/valid electronic signature
FOUNDATION SOURCE 401(K) PLAN 2011 510398347 2012-07-17 FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC. 97
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541990
Sponsor’s telephone number 2033193706
Plan sponsor’s address 55 WALLS DRIVE, FAIRFIELD, CT, 06824

Plan administrator’s name and address
Administrator’s EIN 510398347
Plan administrator’s name FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC.
Plan administrator’s address 55 WALLS DRIVE, FAIRFIELD, CT, 06824
Administrator’s telephone number 2033193706

Signature of
Role Plan administrator
Date 2012-07-16
Name of individual signing LISA BYRNE
Valid signature Filed with authorized/valid electronic signature
FOUNDATION SOURCE 401(K) PLAN 2010 510398347 2011-07-06 FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC. 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541990
Sponsor’s telephone number 2033193706
Plan sponsor’s address 55 WALLS DRIVE, FAIRFIELD, CT, 06824

Plan administrator’s name and address
Administrator’s EIN 510398347
Plan administrator’s name FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC.
Plan administrator’s address 55 WALLS DRIVE, FAIRFIELD, CT, 06824
Administrator’s telephone number 2033193706

Signature of
Role Plan administrator
Date 2011-07-06
Name of individual signing LISA BYRNE
Valid signature Filed with authorized/valid electronic signature
FOUNDATION SOURCE 401(K) PLAN 2009 510398347 2010-08-26 FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC. 84
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 541990
Sponsor’s telephone number 2033193706
Plan sponsor’s address 55 WALLS DRIVE, FAIRFIELD, CT, 06824

Plan administrator’s name and address
Administrator’s EIN 510398347
Plan administrator’s name FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC.
Plan administrator’s address 55 WALLS DRIVE, FAIRFIELD, CT, 06824
Administrator’s telephone number 2033193706

Signature of
Role Plan administrator
Date 2010-08-25
Name of individual signing LISA BYRNE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Officer

Name Role Business address Residence address
Jeffrey Haskell Officer 55 Walls Drive, Fairfield, CT, 06824, United States 55 WALLS DRIVE 3RD FLOOR, FAIRFIELD, CT, 06824, United States
Erin Harrigan Officer 55 Walls Drive, Fairfield, CT, 06824, United States 55 WALLS DRIVE 3RD FLOOR, FAIRFIELD, CT, 06824, United States
Joseph Mrak Officer 55 Walls Drive, Fairfield, CT, 06824, United States 55 Walls Drive, Fairfield, CT, 06824, United States

Director

Name Role Business address Residence address
Erin Harrigan Director 55 Walls Drive, Fairfield, CT, 06824, United States 55 WALLS DRIVE 3RD FLOOR, FAIRFIELD, CT, 06824, United States
Joseph Mrak Director 55 Walls Drive, Fairfield, CT, 06824, United States 55 Walls Drive, Fairfield, CT, 06824, United States

History

Type Old value New value Date of change
Name change CHARITY PLANNER, INC. FOUNDATION SOURCE PHILANTHROPIC SERVICES INC. 2001-12-04

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012143908 2024-10-11 No data Annual Report Annual Report No data
BF-0011402206 2023-10-20 No data Annual Report Annual Report No data
BF-0010194194 2022-10-06 No data Annual Report Annual Report 2022
BF-0010463688 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
BF-0009818237 2021-10-15 No data Annual Report Annual Report No data
0006983577 2020-09-21 No data Annual Report Annual Report 2020
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006918061 2020-06-04 2020-06-04 Change of Agent Agent Change No data
0006650188 2019-09-25 No data Annual Report Annual Report 2019

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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