Charitable Foundations.
Protect endowment integrity and public trust with specialized audit and advisory services for private foundations and grant-making entities.
Governance & Transparency for Grant-Making Entities
Foundations carry heightened expectations for payout compliance, investment oversight, and Form 990-PF transparency. Boards and family offices need auditors who understand endowment accounting, related-party transactions, and the regulatory scrutiny applied to private philanthropy. We deliver independent assurance with discretion and clarity.
Foundation-Specific Compliance & Reporting
Private foundations operate under distinct tax and regulatory rules. Inaccurate reporting or weak controls can jeopardize tax-exempt status and stakeholder confidence.
- Minimum distribution requirements and payout monitoring
- Form 990-PF preparation, disclosures, and public scrutiny
- Investment accounting, UPMIFA, and endowment policy alignment
- Related-party transactions and expense allocation
How We Support Charitable Foundations
990-PF & Financial Reporting
Coordination between audited financial statements and federal information return requirements.
Endowment & Investment Review
Testing of investment policies, fair value, and board-approved spending formulas.
Board-Ready Deliverables
Reports structured for trustees, family offices, and external legal counsel.
How We Work With You
Initial Consultation
We align on your regulatory environment, examination history, and operational nuances.
Risk Assessment & Planning
Targeting reporting and compliance risks for foundations and endowments.
Targeted Fieldwork
Executing substantive testing of investments, payouts, and governance controls.
Reporting & Board Presentation
Delivering clear, actionable management letters and presenting findings to your trustees.
New York-Based
Local regulatory insight
Industry-Specific
Sector-focused methodology
Independent & Objective
Board-trusted assurance
Prepare Your Organization for Its Next Audit
Speak with a specialist who understands the requirements facing charitable foundations and can help you plan with confidence.
Schedule a Consultation