2023 Private Foundations Year-End Wrap Up
As the year comes to a close, we are reminded of the complex issues, and more importantly, opportunities available to private foundations. In this year-end wrap up, we are including links to all our 2023 Bulletins and a replay of our 16th Annual Private Foundations Executive Symposium. In case you missed one on a topic of importance to you, you’ll find it here! We would also like to extend our best wishes for a happy and prosperous New Year.
- Audit Planning Considerations for Private Foundations
- Crunching the Minimum Payout Requirement
- Banking Crisis Ripe for Cyber Criminals – Don’t Fall Victim
- With Your Own Eyes: Grantee Site Visits
- Estimated Tax Payment Considerations for Private Foundations
- Managing the Foundation’s Conflict of Interest Policy
- Key Considerations for Investment Policy Statement Implementation
- Planning for an Artist or Collector-Endowed Foundation
- Jump Start Your Foundation’s Year-End Tax Planning
- Reminder: Expenditure Responsibility and Equivalency Determination
- Protecting Your Foundation from Disbursement Fraud
- Webinar Replay: 16th Annual Private Foundations Executive Symposium
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
Raymond Jones, Sr., CPA
Elizabeth Gousse Ballotte
Partner
eballotte@pkfod.com
Partner
rjones@pkfod.com