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Use case: Foundations & Institutional Non-Profits

Institutional public & private grant management for foundations

Streamline governance, board oversight, and high-volume public funding acquisition with transparent AI tools.

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FundingQuarry for Foundations & Caritas

Foundations & Institutional Non-Profits

Foundations & Caritas

Regulatory framework and tender bases

Regulatory framework and funding rules for the call

Law 50/2002 of 26 December on Foundations

National

Articles 27 (Allocation of income) and 34 to 36 (Supervision by the Foundations Supervisory Authority)

Establishes trustees' fiduciary duties and the obligation to submit information to the Foundations Register.

Book Three of the Civil Code of Catalonia (Law 4/2008)

Regional (Catalonia)

Articles 331 to 336 (Composition and duties of the Board of Trustees, authorisation rules)

Regulates prior authorisation by the Catalan Foundations Supervisory Authority for asset disposal and agreements.

Law 49/2002 on the Tax Regime for Non-profit Organisations

National

Requirements for access to the special tax regime for charitable giving

Loss of eligibility or grant repayments may jeopardise corporate income tax exemptions.

Administrative challenges

Institutional challenges for foundations

  • Requirement to submit detailed technical & financial reports to the Board of Trustees and regulatory Protectorate.

  • Simultaneous management of multiple grant streams with varying execution windows.

  • Reputational risk associated with clawback demands or grant refund orders due to technicalities.

  • Need for maximum ESG / SDG alignment transparency.

Official scoring rubric and solvency

Official assessment criteria and technical capability

30 points

Financial standing and corporate governance

Evaluator's criteria:

Unqualified external audit of financial statements and composition of the Board of Trustees.

FundingQuarry support:

Consolidates audits, statutes and current powers of attorney in a single repository for immediate verification.

35 points

Social impact capacity and sustainability of the intervention

Evaluator's criteria:

Rigour in measuring social return on investment (SROI) and beneficiaries supported.

FundingQuarry support:

Generates quantifiable social impact metrics in line with foundation sector standards.

20 points

Methodological innovation and service digitalisation

Evaluator's criteria:

Adoption of technologies for efficient management and user support.

FundingQuarry support:

Drafts the project's digital transformation section with validated technical references.

15 points

Documented co-funding and public-private collaboration

Evaluator's criteria:

Contribution of own funds or funds from other private donors covering at least 20% of the total.

FundingQuarry support:

Calculates and certifies the financial table of combined funding sources under the General Subsidies Law.

Specialized technology solution

How FundingQuarry empowers institutional foundations

Board Oversight

Consolidated institutional reporting

Generate executive board-ready reports on funding status and social ROI.

Clawback Prevention

Preventive compliance audit

Detect financial inconsistencies prior to submission to prevent clawback risk.

SDG Mapping

ESG & SDG impact mapping

Automatically map grant projects to United Nations Sustainable Development Goals.

Workflow transformation matrix

Administrative workflow transformation matrix

Phase 1

Checking compliance with the foundation's statutes

Manual bottleneck

Fragmented legal enquiries about whether a grant call aligns with the foundation's purposes.

FundingQuarry support

Automatic semantic analysis of funding rules against the purpose defined in the statutes.

Deliverable: Internal opinion on alignment with the statutes and absence of conflicts of interest.

Phase 2

Preparing the technical proposal

Manual bottleneck

Decentralised drafting across departments with a lack of institutional consistency.

FundingQuarry support

Modular proposal generation following the foundation's corporate identity and quality guidelines.

Deliverable: Executive report for electronic submission and executive summary for the Board of Trustees.

Phase 3

Monitoring implementation and reporting

Manual bottleneck

Urgent meetings before Board sessions to gather outdated spreadsheets.

FundingQuarry support

Real-time dashboard of milestone completion, reported expenditure and grant repayment alerts.

Deliverable: Quarterly governance report prepared for the minutes of the Board of Trustees meeting.

Monitored official sources

Institutional funding streams monitored

State / EU

Major National & ESF+ Grant Calls

High-budget grants for major social action and infrastructure programs.

Institutional

Protectorate & Private Foundation Grants

Patronage, cultural heritage, and transparency grant calls.

EU Funds

Next Generation EU / Recovery Funds

European grants for digital transformation, energy efficiency, and social housing.

Operational process

Governance & management workflow

01

Centralize foundation database

Organize past projects, audit filings, and official certificates.

02

Execute preventive fit audit

Verify whether grant terms align with financial execution rules.

03

Export board-ready reports

Download executive summaries covering social impact and application statuses.

Law 38/2003 and RD 887/2006

Check the call terms and Spanish General Subsidies Law to confirm each call's requirements.

No success fees

The service charges a fixed fee and no commission on grants awarded.

Data handling

Review the privacy notice and service terms before sharing your organization's information.

Frequently asked questions

Foundations FAQs

How does it reduce clawback risks?

It checks financial eligibility rules and reporting obligations before proposal submission.

Can read-only access be assigned to board members?

Yes, dedicated read-only roles exist for Board of Trustees members and external auditors.

How are projects linked to SDGs?

The AI maps technical proposal goals to UN 2030 Agenda targets automatically.

What security standards protect foundation data?

Your data is encrypted and isolated per organization on EU servers. Only your authorized team can access it.

Strengthen foundation governance and grant acquisition

Generate executive board reports and scan your foundation's grant eligibility for free.