We’re pleased to share the article, Top 10 Tidbits for Private Foundations, recently published by Philanthropy Roundtable.
Most compliance issues for private foundations do not stem from bad intentions. Instead, they result from a lack of attention to certain requirements within their highly regulated environment. Maintaining discipline through deliberate documentation and accounting is critical.
Co-authored by Partner and Co-Director of Foundation Services Thomas Blaney and Director Tania Miranda, this article addresses the need for private foundations to remain diligent and offers 10 practical tidbits highlighting key areas of compliance.
Contact Us
We welcome the opportunity to answer any questions you may have related to this topic or any other accounting, audit, tax or advisory matters relative to private foundations. Please call 212.286.2600 or email any of the Private Foundation Services team members below:
- Thomas F. Blaney, CPA, CFE
Partner
Co-Director of Foundation Services
tblaney@pkfod.com - Joseph Ali, CPA
Partner
jali@pkfod.com
Scott Brown, CPA
Partner
sbrown@pkfod.com - Anan Samara, EA
Partner
asamara@pkfod.com - Christopher D. Petermann, CPA
Partner
Co-Director of Foundation Services
cpetermann@pkfod.com
Elizabeth Gousse Ballotte
Partner
eballotte@pkfod.com
Michael R. Koenecke, CPA
Partner
mkoenecke@pkfod.com