J Earle Financial, LLC

Private Family Foundation and Endowment Administration

We bring extensive experience in administering family foundations and endowment relationships. Again, our function is being the managing agent for the trustees. The services we provide include the following:

  • Meetings:
    Coordinate and facilitate trustee meetings
    Prepare trustee meeting packages to include investment analysis
  • Investments: Consult with trustees and investment advisors on objectives and performance
  • Documentation: Prepare meeting agendas and minutes
  • File Organization: Maintain full documentation of master file
  • Grants:
    Respond to inquiries from grant applicants
    Receive and organize grants for review by trustees
    Grant application design and templates
  • Distributions: Make grant distributions on behalf of the foundation
  • Accounting and Tax Preparation: Assist accountants with record keeping and support in tax preparation
  • Legal:
    Assist legal counsel with tax exempt compliance requirements
    Consult on document matters and bylaws
  • Web Accessibility:
    Coordinate and maintain secure web site portal for the foundation or endowment