I’m looking for guidance on preparing a foundation’s financial statements, and any templates.

We encourage you to download our publication Financial Reporting for Private Foundations: A Uniform System.

Foundation boards and their accountants often use different formats for financial statements. In response, a group of experienced foundation financial officers, CPAs, and attorneys developed this uniform financial reporting system as a model for any private foundation.

The publication includes a sample statement of financial position, statement of activities, statement of cash flows, and notes to financial statements to help your foundation use the system as seamlessly as possible.

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