Advice on ongoing foundation management

Foundations have a variety of tasks. Among other things, they must monitor asset management by financial service providers, fulfill their reporting obligations to donors and submit their tax returns on time. They also have to appoint and convene committees.

How we help you

We support you in reconciling the banks' key figures with the question of how many funds the foundation has available each year. In addition, we advise you on the creation of an investment guideline and a prudent use of funds so that, on the one hand, the basic assets are preserved and, on the other hand, statutory purposes can be fulfilled.

We ensure that you are able to provide your sponsors with sufficient evidence of the grants you have received. Together with you, we will consider whether cost center accounting can be used to create documents for grantors. And we remind you of recurring committee meetings and upcoming elections for committee members. We prepare the corresponding minutes and take care of the correspondence with the foundation supervisory authority.

Immer bestens informiert mit den Newslettern von SCHOMERUS

Steuerberatung und Rechtsberatung
Schomerus & Partner mbB
Steuerberater Rechtsanwälte
Hamburger Treuhand-Gesellschaft
Schomerus & Partner mbB
Standort Hamburg
Deichstrasse 1
20459 Hamburg
Standort Berlin
Bülowstrasse 66
10783 Berlin
Standort München
Möhlstrasse 35
81675 München
Standort Stralsund
An den Bleichen 15
18435 Stralsund
Standort Düsseldorf
Königsallee 61
40215 Düsseldorf