Formation and Operation of Charitable Organizations


We assist our clients with the formation and operation of tax-exempt charitable organizations, including public charities and private foundations. For clients forming a charitable organization, we assist with the preparation of all organizational documents, including the certificate of incorporation and by-laws, and assist with the preparation and filing of the organization’s application for tax-exempt status. We advise the existing organization on the many issues that may arise in the operation of a tax-exempt organization.

  • Public Charities
     
  • Private Foundations
     
  • Drafting and Filing of Organizational Documents
     
  • IRS Application for Tax-Exempt Status (IRS Form 1023 and 1023-EZ) 
     
  • Review of Private Foundation’s Annual Information Return (IRS Form 990-PF)
     
  • Advice and Assistance with Charitable Grantmaking
     
  • Advice and Assistance with Other Operational Issues and Concerns