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PRIVATE FOUNDATION

SERVICES

We are Private Foundation Specialists with a mission to provide holistic, white glove support solutions to Trustees of Private Foundations.

Backed by decades of premier financial institution experience, our ambassadors possess the operational expertise and diplomatic poise to provide superior execution with respect to private foundation requirements, including grant management, board governance, regulatory compliance, annual filings and  financial reporting requirements.

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SERVICE AREAS

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Forecasting and monitoring the minimum 5% distribution requirement 


Filing of federal and state tax forms

(Forms 990-PF, 1099 and 1042)


501(c)3 monitoring

Transaction analysis and review of:

  • Self-dealing

  • Excess business holdings

  • Jeopardizing investments

  • Taxable expenditures

Grant & Expense Processing


Recordkeeping


Accounting and Expense reconciliation


Financial Statement Preparation


Quarterly  estimated excise tax


Yr. end substantiation receipts


Coordination of Board of Trustee meetings, minutes and agendas


Employee compensation and benefits


Ad hoc requests as required

Bylaw drafting


Board governance and training


Accounting setup 

 

Review and preparation of the following policies:

  • Investment policies

  • Conflict of interest policies

  • Grant-making policies and procedures

THE PANCHEE ADVANTAGE

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OUR CAPABILITES

  • Private foundation specialists

  • Laser-focused coordination of functional areas

  • Efficient and effective project management

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OUR SPECIALISTS

  • Highly skilled in administrative and accounting support solutions

  • Deep experience from large financial institutions

  • Combined industry experience of more than 80 years

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OUR APPROACH

  • Cost effective bespoke offerings

  • Scalable with growing areas

  • Flexible—Customized for one-off need or fully integrated solutions across multiple business functions

OUR CAPABILITIES
OUR SPECIALISTS
OUR APPROACH
  • Private foundation specialists

  • Laser-focused coordination of functional areas

  • Efficient and effective project management

  • Highly skilled in administrative and accountungsupport solutions

  • Deep experience from large financial institutions

  • Combined industry experience of more than 80 years

  • Cost effective bespoke offerings

  • Scalable with growing areas

  • Flexible—Customized for one-off need or fully integrated solutions across multiple business functions

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