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.
SERVICE AREAS
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:
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Self-dealing
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Excess business holdings
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Jeopardizing investments
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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:
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Investment policies
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Conflict of interest policies
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Grant-making policies and procedures
THE PANCHEE ADVANTAGE
OUR CAPABILITES
Private foundation specialists
Laser-focused coordination of functional areas
Efficient and effective project management
OUR SPECIALISTS
Highly skilled in administrative and accounting support solutions
Deep experience from large financial institutions
Combined industry experience of more than 80 years
OUR APPROACH
Cost effective bespoke offerings
Scalable with growing areas
Flexible—Customized for one-off need or fully integrated solutions across multiple business functions
