Not For Profit and Foundation Services

We partner with you on your short- and long-term mission and objectives…

We assist our clients in achieving their philanthropic goals through the creation and management of private foundations as well as many other gifting and philanthropic strategies. Our Nonprofit Team provides partner-led, relationship-driven service dedicated to the unique challenges facing cultural, art, professional, social responsibility, faith-based and educational non-profit organizations.

We partner with you in support of your mission.

We partner with you in support of your mission.

Foundations, charities, trade associations and other tax-exempt entities face fundraising issues, evolving regulations and greater transparency requirements from federal, state and other government agencies. We work with the organization’s leadership to develop strategies that minimize compliance risk associated with regulatory bodies and reduce the management team’s exposure when fulfilling its leadership responsibilities. We are well versed in the technical knowledge of financial reporting requirements and current issues and monitor federal and state legislative changes, IRS rulings and court decisions unique to private foundations in these key areas:

  • Audit and assurance services

  • Tax compliance and advisory

  • Gift planning and family charity management strategy

  • Tax related issues:

    • Private Foundation excise tax

    • Unrelated business income tax (UBIT)

    • Expenditure responsibility

    • Supporting organizations

  • Foundation administration, compliance monitoring and management consulting

Now more than ever, Perelson Weiner can assist in enhancing public trust in the mission and management of charitable organizations doing important work in our ever-changing world.


Learn More About Our Not for Profit and Foundation Capabilities


Financial Statements

  • Audits of Financial Statements

  • Reviews and Compilations of Financial Statements

Other Services for Non-Profits

  • Agreed-Upon Procedures

  • Internal Control Reviews

  • Forensic Accounting and Suspected Fraud Investigations

  • Due Diligence and Merger and Acquisition Reviews

  • Specialized Bookkeeping and Accounting Services