Accounting, grants administration, and investment accounting services for private foundations and nonprofit endowments

Built for the work behind the mission

Private foundations often carry significant financial and grantmaking responsibilities with limited internal staff. We provide reliable accounting and back-office support designed to strengthen reporting, improve coordination, and help ensure work is carried out with audit readiness and compliance in mind.

We also support nonprofit organizations with supplemental endowment investment accounting services, in coordination with existing accountants and finance teams.

Why foundations and advisors rely on us

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    Extensive Private Foundation Experience

    Deep experience in private foundation accounting, compliance, and investment accounting.

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    Support designed to fit the way your organization already works

    Flexible support tailored to your existing systems, workflows, and advisor relationships.

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    Audit-ready reporting and documentation

    Organized records, reporting, and supporting materials that help reduce friction throughout the year.

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    Close coordination with advisors

    A collaborative approach with boards, CPAs, attorneys, investment advisors, auditors, and nonprofit finance teams.

Led by Carl Farish

Carl brings more than a decade of experience in private foundation accounting, compliance, and investment accounting. He has supported more than fifty private foundations, including organizations with complex investment activity, lean internal teams, and sophisticated reporting needs.

His work is known for reliable reporting, careful documentation, and steady coordination with boards, auditors, tax preparers, attorneys, and investment advisors. Clients and referral partners especially value his ability to bring clarity to complex accounting challenges and keep year-end processes moving smoothly.

  • "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."

    —Abbey Banks

    Executive Director, Kodama (formerly Someland Foundation)

  • "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."

    —Maga Kisriev, CPA

    Hood & Strong, LLP

  • "I have worked with Carl for many years. He brings a wealth of knowledge and hands-on experience with private foundations, working seamlessly with external auditors and tax teams to provide for an efficient close without surprises or drama. I highly recommend Carl and Ally Foundation Services for administration of your private foundation."

    —Robert Lee, CPA

    Robert Lee & Associates, LLP

A steady back-office partner for private foundations and nonprofit endowments

We welcome conversations with foundations, advisors, and nonprofit finance teams seeking thoughtful, carefully coordinated support.

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We are not a CPA firm. We partner closely with your CPA and advisory team to provide comprehensive accounting support.