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FOUNDATIONS

ORBA’s Not-For-Profit Group offers both publicly-supported and private foundations the expertise required to navigate the increasingly complex maze of rules and regulations imposed on this sector.

We provide our foundation clients with a range of services that may include:

  • Audit – Providing an audit of financial statements in accordance with Generally Accepted Accounting Principles as well as other necessary reporting requirements
  • Tax – Preparing annual returns, calculating quarterly estimated tax payments and annual minimum distributions, and ensuring compliance with respect to unrelated business income tax and excise tax rules
  • Accounting Services – Providing bookkeeping services on a monthly, quarterly or annual basis
  • Consulting – Providing support to address the goals and challenges that foundations face on a daily basis