As a Private Foundation, you face different challenges when reporting taxes. You have your own set of complex regulations. As with other not-for-profit organizations, your tax returns are available to the public. With the potential for several donors and supporters to view tax returns, these forms must position your organization in a positive light.

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Your challenges are...

The team at TBFoster is experienced and ready to help your foundation put its best foot forward. We have worked with several private foundations and know how to service their unique needs and accurately complete Form 990-PF.

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Our specialty

We  point out risks, help you stay in compliance, and make a strategic plan to move forward and attain your goals. Our array of private foundation services includes:

• Analysis of risky investments

• Analysis of excise tax

• Evaluation and tracking of substantial holdings

• Exploration of possible taxable expenses

• Guidance on investments related to core purpose of foundation