Foundation Source / About Us / Leader Team
“Foundation Source is in an excellent position as the country’s premier provider of services to private foundations. The company’s strengths are its long-term client base and more than 100 dedicated and talented individuals who provide a valuable and comprehensive array of services to over 1,100 family, corporate, and professionally staffed foundations across the country. My most important task is ensuring that Foundation Source continues to provide its clients with the exceptional support that they have come to expect from us.”
Robert Chartener has been on Foundation Source’s Board of Directors for over 10 years and is now serving as its CEO.
Mr. Chartener is an experienced operating, financial, and investment professional with expertise in a variety of functional areas, industries, and situations. Prior to becoming CEO of Foundation Source, he had served as chairman or CEO of several companies in the services and consumer products sectors.
Mr. Chartener was a managing partner of a small-business investment company organized by J.H. Whitney & Co., a private-equity firm founded in 1946. Prior to joining Whitney, Mr. Chartener was a co-founding partner of Winslow Partners LLC, a Washington D.C. private-equity firm investing primarily in Central Europe. From 1985 to 1995, Mr. Chartener worked for Goldman, Sachs & Co. in London and New York, where he was a senior member of the firm’s Principal Investment Area.
Mr. Chartener has been a board member of several companies. His nonprofit activities include serving on the finance committee of Washington National Cathedral, as a trustee of Cardigan Mountain School, and as founding chairman of The Magdalene College Foundation. He is on the board of a family foundation based in New York City, and he is a member of the Council on Foreign Relations.
Mr. Chartener earned degrees from Princeton University and Cambridge University. He is also a graduate of Harvard Business School, where he was a Baker Scholar.
“Here at Foundation Source, we put our unique blend of legal, tax and accounting knowledge to work for our clients on a daily basis helping them stay informed and in compliance. For 10 years, I have personally enjoyed developing and refining cutting-edge techniques grounded in solid research to enhance the scope of a foundation’s philanthropic options by innovating programs for hardship, emergency and medical emergency assistance.”
As Chief Legal Officer at Foundation Source, Jeffrey Haskell is responsible for providing guidance on legal and tax issues to the foundations that the company serves.
Mr. Haskell works with and provides guidance to a team of attorneys, accountants and support professionals who provide tax reporting services to clients of the company as well as support to foundations and their advisors on a range of issues including Program- and Mission-Related Investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects, return preparation, and compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules.
Prior to joining Foundation Source, Mr. Haskell was an associate at the law firms of Kronish Leib Weiner & Hellman LLP and Olshan Grundman Frome Rosenzweig & Wolosky, in the Tax and Trusts and Estates departments. Prior to joining Olshan Grundman, Mr. Haskell worked at Coopers & Lybrand in the Business Tax Planning Group.
Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law. Articles by Mr. Haskell have appeared in Trusts & Estates and Taxation of Exempts magazines, and in Cardozo Law Review. Additionally, he is a frequent speaker on the rules and regulations pertaining to private foundations.
Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Cardozo Law Review. He received a Masters of Law in Taxation from New York University School of Law, where he was a member of the NYU Tax Law Review.
“It’s often been said that what makes the United States so special is the equal commitment to protecting individualism and contributing to community. Nowhere is this more evident than in philanthropy, where deeply personal impulses lead to private initiatives to enhance the common good. Foundation Source is unique in its ability to serve every aspect of a foundation’s work: providing expert guidance, technology solutions and administrative support that allow every philanthropist to convert passion into meaningful result, connect with a broader community, and accomplish more together than alone.”
Mr. Schulz is responsible for developing, implementing and overseeing the resources, relationships and dynamics of the Foundation Source community of grantmakers, philanthropists, advisors, attorneys and others aligned around private foundations across the country. He is also responsible for expanding Foundation Source’s presence within the legal community by cultivating partnership and referral relationships with practicing attorneys throughout the U.S. In addition, he focuses on advancing Foundation Source’s voice within policy, legislative and regulatory circles, actively representing the company’s broad base of more than 1,100 private foundation clients.
Prior to joining Foundation Source, Mr. Schulz was Vice President of Legal and Government Relations for the Council on Foundations, where he was responsible for maintaining ongoing expertise in a broad cross-section of tax, legislative and regulatory issues in order to provide assistance and consultation to Council members and the general public. He also headed the Council’s Public Policy Department, providing leadership and oversight for the Council’s legislative initiatives and outreach efforts to members, other nonprofit organizations, policymakers and the general public.
Prior to joining the Council in 2000, Mr. Schulz was an associate at the law firm of Dorn & Klamp in Washington, DC, where he specialized in the laws affecting non-profit organizations. He is a graduate of the College of Wooster (Wooster, OH) and the George Washington University Law School. He is a member of the Maryland and District of Columbia Bars.
Mr. Schulz is nationally recognized as an authority on private foundations and a sought-after speaker and educator on the topic of philanthropy.
“Foundation Source has allowed me to share my 20 years of philanthropic experience with our clients. What starts out as a part-time pursuit to do some good often becomes the most meaningful aspect of their lives. For established foundations, it is gratifying to pioneer ground-breaking solutions and establish family legacies that last for generations.”
Page Snow is responsible for the firm’s marketing and for developing and providing industry-leading education and strategic resources to clients through the company’s network of philanthropic professionals.
Prior to joining Foundation Source, Ms. Snow spent over 10 years with The Pew Charitable Trusts, one of the nation’s top 10 foundations, with assets of $4 billion and annual grant commitments of over $200 million. As the Trust’s Chief Officer of Institutional Planning, she helped to design, evaluate and remodel key operations of the foundation in support of the Trusts’ model of results-based grantmaking. She has expertise in strategic planning, program design and evaluating multi-million dollar grant investments.
Ms. Snow has served on advisory committees for several prestigious philanthropic organizations, including the Center for Effective Philanthropy, the John S. and James L. Knight Foundation, the White Oak Cultural Policy Conference, the Center for Arts and Cultural Policy Studies, the Arts Organization Stabilization Initiative and the W.K. Kellogg Foundation.
Ms. Snow is a graduate of Sarah Lawrence College, and the University of Pennsylvania.
“Working at Foundation Source means putting powerful tools in the hands of America’s most ambitious philanthropists. Whether it’s enabling donors to connect and make grants rapidly and easily from anywhere in the world – or using modern tracking and results tools to determine the real-world effectiveness of those grants, I take great pride in developing next-generation technology that helps people help people while bringing families together.”
Anders Soderstrom is responsible for the current and future state of the company’s technology platforms as well as for company operations and client support activities.
Prior to joining Foundation Source, Mr. Soderstrom had a successful career at Skandia Insurance Company Ltd, a Swedish insurance and financial services group, and its subsidiary, American Skandia Life Assurance Company. He held various positions, including Chief Information Officer at American Skandia during a period of high growth as American Skandia became one of the premier Variable Annuity providers in the U.S. with total assets in excess of $40 billion and annual sales of $12 billion in the year 2000. He has also held a position as Global Chief Information Officer at Skandia Assurance & Financial Services and President of the Skandia Technology Center, Inc., with overall responsibility for technology and technology platforms at existing and newly started subsidiaries in more than 20 countries worldwide.
Mr. Soderstrom is a graduate of the University of Linkoping in Sweden.