We counsel private foundations on the following areas:

Forming a private foundation
Maintaining tax-exempt status
Complying with the strict liability federal excise tax regime applicable to private foundations
Bylaws creation or amendment
Policy creation or amendment
Grantmaking assistance
Equivalency Determinations
Grant Agreements
Qualifying Distributions
Investment Policy review and preparation
Investment review, including K-1 analysis
Program Related Investments
Mission Related Investments
Endowment management
Navigating compensation issues
Avoiding self-dealing transactions
Qualifying as a private operating foundation or private pass-through foundation
IRS Form 990-PF and IRS Form 990-T review
Unrelated Business Income Tax
Dissolution