Private Foundation Tax careful by design.
For family and private foundations that want precise annual reporting and help staying ahead of the rules that apply to them.
Private foundations follow a distinct set of federal rules, and their annual return reflects that. TreeStar prepares Form 990-PF from the foundation's records, reporting investment activity, grants, and expenses clearly. We help track the items foundations watch most closely: the excise tax on net investment income, the annual distribution requirement, and transactions that may raise questions under the rules governing foundation managers and related parties. We work alongside the foundation's attorney and investment advisors so the return reflects the full picture.
How we help
The annual private foundation return prepared from reconciled records.
Net investment income calculated and the related excise tax reported.
Qualifying distributions compared against the annual distribution requirement.
Grants summarized and supported for clear reporting.
Related state filings identified and coordinated with the federal return.
Every engagement starts with a written scope, so you know exactly what we will handle for you before any work begins.
How it works
- 01 Collect
We gather investment statements, grant records, and board minutes.
- 02 Calculate
We compute net investment income and track distributions.
- 03 Prepare
We prepare Form 990-PF and related state filings.
- 04 Advise
We review results with trustees and flag items for the coming year.
What you can expect
An accurate annual return
Clear tracking of distribution requirements
Early notice of items that need attention
Common questions
How is a private foundation different from a public charity?
Private foundations are typically funded by a single source, such as a family or company, and follow additional federal rules, including an excise tax on investment income and annual distribution requirements.
Do you coordinate with our investment advisor?
Yes. With your permission, we work with your advisors and attorney so reporting and planning stay aligned.