Overview
Our foundation clients are involved in impactful work across their regional and service footprints. At Maher Duessel, we understand the unique challenges faced by private and public charity foundations as you work to match funding with needs for the betterment of communities. Our focused team empowers your work through specialized knowledge and unmatched experience, helping you navigate the complexities of rules, regulations, and compliance to help you maximize your impact. Whether you’re a private foundation with a single donor or a public charity with an endowment, we provide tailored audit and tax services to meet your needs.
Proactive and purposeful.
Our engagement with your foundation goes beyond audits and tax preparation. With ongoing communication and proactive advice, we help you navigate challenges before they become issues. From understanding unrelated business income to preparing for an IRS examination, we’re here to guide you every step of the way. We dedicate significant resources to staying ahead of industry developments, leading education on a national level and relaying this knowledge to you.
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Our comprehensive tax filing experience puts Maher Duessel in an advantageous position in assisting our Foundation clients with their tax compliance needs. For the majority of our non-profit clients, we prepare the applicable IRS Form 990 series filings, including the IRS Form 990-PF for our private foundation clients, and where applicable, the IRS Form 990-T. Additionally, many of our non-profit clients have affiliated for-profit subsidiaries. As a result, we are highly knowledgeable about the complexities of non-profit/for-profit organizational structures and the associated financial reporting requirements, including those involving foundations.
Service Contacts
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We’re here to help your foundation thrive. Learn more about our support of foundations and how we can help you remain focused and ready.