Private Foundation Administration Without the Headache

From IRS setup to grant management, compliance tracking, and board support we handle the administrative burden so you can focus on making an impac

What We Handle

(So You Don't Have To)

Grant Management

Grantee eligibility verification

Application intake and review coordination

Expenditure responsibility agreements

Grant agreement preparation

Payment processing coordination

Impact reporting and follow-up

Compliance Monitoring

5% minimum distribution calculations

Self-dealing transaction screening

Excess business holdings monitoring

Jeopardizing investment reviews

Taxable expenditure checks

Quarterly compliance dashboard

Board Support

Meeting agenda and materials prep

Minutes and consent resolutions

Board member conflict tracking

Annual conflict of interest disclosures

Orientation for new board members

Governance best practices guidance

Tax & Reporting Coordination

990-PF coordination with partner CPA

Quarterly estimated tax calculations

State registration and filing support

Annual report and disclosure management

Document retention and audit readiness

Self-Dealing Rules You Must Know

Avoid Costly Violations with Disqualified Persons

Self-dealing occurs when a private foundation engages in certain transactions with "disqualified persons" (foundation managers, substantial contributors, family members, and related entities).

Sale, exchange, or leasing of property
Lending money or extending credit
Furnishing goods or services
Payment of unreasonable compensation
Transfer of foundation income or assets
Use of foundation assets for personal benefit

Common Mistakes:

Paying a family member without proper compensation analysis
Renting office space from a board member
Reimbursing personal expenses from foundation funds
Making grants to businesses owned by disqualified persons
Using foundation credit cards for non-foundation expenses

Penalties:

10% excise tax on disqualified person
5% excise tax on foundation manager who participated
Additional taxes if not corrected

How We Help: We screen all transactions, maintain a disqualified persons list, and flag potential issues before they become violations.

Frequently Asked Questions

How is this different from hiring a full-time foundation administrator?

A full-time administrator costs $75,000-$150,000 annually plus benefits. Our Full Admin service provides similar support for $33,000/year and you get a team with specialized compliance expertise.

Do you prepare the 990-PF tax return?

We coordinate with our partner CPA network who prepares the 990-PF. We provide all documentation, schedules, and compliance tracking to make their job easy. Tax return fees are separate.

Can you help with investment management?

We don't manage investments, but we coordinate with your investment advisor and monitor for compliance issues (jeopardizing investments, excess business holdings).

What if we already have a foundation but need help getting organized?

Perfect. We can take over administration mid-year. We'll audit your current compliance status, organize historical records, and implement proper systems going forward.

How do we make grants through your system?

You tell us who to grant to and how much. We verify eligibility, prepare grant agreements, process payments, and handle all documentation and follow-up.

What size foundation is too small for your services?

You tell us who to grant to and how much. We verify eligibility, prepare grant agreements, process payments, and handle all documentation and follow-up.

Ready to Start Your 501(c)(3) or

Private Foundation the Right Way?

Not Sure Where to Start?

Take our 2-minute Foundation Fit Scorecard and get a personalized roadmap for your charitable goals.

Talk to a Specialist

Book a 20-minute discovery call and get your questions answered.

Our Guarantee

Administrative Accuracy Guarantee: If an IRS issue is caused by our preparation, we fix our work at no extra service fee.

What We Do

We provide administrative preparation and educational support. We do not provide legal or tax advice. 990-PF tax return preparation is coordinated through our partner CPA network.