private foundations and other grant-making organizations have unique audit and tax needs 

BBD provides audit and tax services for foundations structured as public charities as well as private foundations.

 

Our extensive accounting, audit and tax experience with private foundations and other grant-making organizations includes:


  • Accounting for alternative investments
  • Distribution requirements and excise tax implications
  • Donor and Board restrictions
  • Fair valuation classification
  • Revenue recognition related to exchange vs. contribution
  • Issues related to Unrelated Business Income Tax
couple meeting with businessman

 Interested in learning more about BBD's not-for-profit group? watch our video.

BBD is a true boutique nonprofit CPA firm. Our Not-For-Profit Group includes three partners and approximately 25 professionals who provide dedicated, exceptional nonprofit audit and tax services to our more than 200 nonprofit clients.  

Contact Our Not-For-Profit Group