Financial and regulatory reporting

Our extensive reporting functionality enables you to drill down for a more detailed perspective on your foundation’s financials.
With a single mouse click, you can automatically generate these and other types of financial reports:

Active commitments by year

Asset portfolio

Check register

Disbursement Register

Expenses

Financial activity details

Financial activity summary

Grant activity

Grant history by years

Grant summary – fiscal year

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© 2026 All Rights Reserved. Foundation Copilot Philanthropic Services Inc. Foundation Copilot is a registered trademark of Foundation Copilot Philanthropic Services Inc. This website is provided for general information purposes only and does not constitute legal, tax or investment advice. Foundation Copilot does not provide banking services; such services are provided by (insert bank name here) or another third-party financial institution.