Integrity in accounting. Partnership in purpose.
Focused exclusively on private foundations, we bring discretion, judgment, and continuity to the financial work that sustains your mission.
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EXPERIENCE THAT INTEGRATES, NOT ISOLATES.
Private foundation accounting requires a different level of understanding.
We work closely with boards, CPAs, attorneys, and investment advisors to ensure that every statement, reconciliation, and audit schedule aligns across teams.
Our role is to connect details with decisions — creating a single, trusted financial narrative for your foundation.
WHAT WE DO
ACCOUNTING BUILT FOR PRIVATE FOUNDATIONS
Our work is grounded in structure, precision, and continuity.
We handle the complexities unique to private foundations so your advisors and trustees can focus on strategy and impact.
Foundation Accounting & Reporting
Monthly reconciliations, statements, and financials designed for boards, auditors, and advisors.
Investment Reconciliation & Data Integrity
Multi-custodian reconciliation for complex portfolios and alternative investments.
Audit Preparation & CPA Coordination
Documentation, schedules, and responsive support for seamless audit cycles.
Grant & Expense Tracking
Accurate classification and tracking for compliance and transparency.
Governance & Internal Controls
Systems and processes that strengthen accountability and institutional continuity.
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WHY FOUNDATIONS CHOOSE ALLY
Continuity, discretion, and depth of focus.
For more than a decade, we’ve supported private foundations exclusively.
That focus allows us to offer something larger firms often can’t — direct involvement, personal accountability, and a long-term understanding of each foundation’s evolving structure.
Every client works directly with the same senior accountant — no hand-offs, no hierarchy, no surprises.
PARTNERS IN PURPOSE
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Carl came highly recommended, and those recommendations did not disappoint!
He has been an invaluable addition to our lean team as we navigate complex voluntary audits. He is deeply knowledgeable in the private foundation space, and provides us with insight and structure. Carl works efficiently with our external auditors and has allowed us to get unstuck in previously tricky areas. I enthusiastically recommend Carl and Ally Foundation Services for audit preparation and administration of private foundations.
Executive Director, Kodama (formerly Someland Foundation)
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Carl works seamlessly with external auditors and tax teams to provide for an efficient close without surprises and drama.
I have worked with Carl for many years and I am excited for him to start his own venture working with private foundations. He brings a wealth of knowledge and hands-on experience with private foundations. I highly recommend Carl and Ally Foundation Services for administration of your private foundation.
Robert Lee & Associates, LLP
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Always timely, professional, and thoughtful, Carl is a great pleasure to work with.
I’ve worked with Carl on mutual private foundation clients for over a decade. His expertise in foundation accounting, particularly around complex investments, is exceptional. He brings not only technical skill, but also genuine care for the needs of foundation staff and board members.
Hood & Strong, LLP
Insights
Thoughtful guidance for foundation leaders and advisors.
Our writing focuses on the technical and practical realities of private foundation accounting — informed by years of experience, not theory.