Legacy
Protected.
Your foundation exists to create lasting impact. We ensure your financial management protects that legacy — and keeps the IRS happy while you do it.
"Managing our family foundation's books used to stress us out every year. TH!NK cleaned everything up and now our board meetings are actually enjoyable."
— Foundation Director, Three-Generation Family Foundation
Common Foundation Challenges
Foundation accounting is its own world.
Private foundations face unique compliance requirements that general accountants often get wrong. Here's how we get it right.
"The 990-PF feels overwhelming every year"
We prepare your 990-PF accurately, managing the distribution requirements and excise tax calculations your foundation faces.
"Tracking grant disbursements across years is complex"
Multi-year grant tracking that shows outstanding commitments, paid amounts, and reporting requirements at a glance.
"We need to meet the 5% distribution requirement"
We monitor your qualifying distributions throughout the year so there are no surprises at year-end.
"Investment accounting is outside our board's expertise"
We coordinate with your investment advisors to integrate portfolio performance into your financial statements.
"Our family members aren't sure about self-dealing rules"
We flag transactions that could trigger self-dealing penalties and educate your board on the rules that apply to you.
"Grant due diligence documentation is scattered"
We set up systems to maintain proper grantee documentation and expenditure responsibility records.
Services
Foundation accounting done right.
Everything a private or family foundation needs to stay compliant, report with confidence, and protect its tax-exempt status.
Why Choose Us
We protect what you've built.
Foundation-specific expertise
Private foundations have different rules than public charities. We know the difference and apply the right standards to your situation.
Distribution requirement management
We track your 5% minimum distribution throughout the year so you never face penalties for underdistributing.
Family governance support
We help multi-generational family foundations maintain clear financial records that support good governance and family unity.
Investment coordination
We bridge the gap between your investment advisors and your accounting records so everything reconciles cleanly.
Let's Protect Your Legacy
Your foundation deserves expert guidance.
Let's talk about your foundation's structure, compliance needs, and how we can make your next 990-PF the easiest one you've ever filed.