2024 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 include links to all of our 2024 Bulletins and a recording of our 17th Annual Private Foundations Executive Symposium. In case you missed a topic of importance to you, you’ll find it here. We wish you a happy and prosperous New Year!
- Vendor Tax Compliance: What You Need to Know
- Donor-Advised Funds and Understanding the Proposed IRC §4966 Regulations
- Keeping the IRS Updated on Routine Foundation Administrative Matters
- The Benefits and Challenges of Program-Related Investments
- Grantmaking to Religious Organizations
- Is Your Accounting Policy Manual Up-to-Date?
- Getting a Jump on Year-End Tax Planning Pays Off
- Refresher on Self-Dealing – Scenarios and FAQs
- Harnessing AI for Private Foundations: Strategies for Governance and Impact
- Refresher on Grant Monitoring Practices – Desk Reviews
- Strategies to Prevent and Detect Fraud at Your Foundation
- 17th Annual Private Foundations Executive Symposium
Contact Us
We welcome the opportunity to answer any questions you may have or help address any accounting, audit, tax or advisory matters relative to private foundations. Please call 212.286.2600 or connect with our Private Foundation Services team members.
- 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
Michael R. Koenecke, CPA
Partner
mkoenecke@pkfod.com