ODMD Private Foundations offers a wide range of foundation-specific accounting, tax, consulting and advice.

Our consultants have experience and expertise with specific focus in the following key areas:

• Financial statement audits, reviews and compilations
• Federal, state and local exempt organization filings
• Reviews of compliance with tax laws and regulations
• Self dealing analysis
• Expenditure responsibility issues
• Program related investments
• Representation in IRS and Attorney General Audits
• Monitoring for excess holdings and jeopardizing investments
• Distribution modeling and requirements forecasting
• Excise tax planning
• Grant expenditure responsibility systems
• Grant management systems
• Investment policy compliance monitoring
• Operating foundation [Section 4842(j)(3)] planning
• Organizational and infrastructure reviews
• Public support test modeling

Our clients include both small and large, family, independent and corporate foundations. A number of our clients are large entities with endowments that exceed $100 million. Our private foundation clients are involved in many disciplines.