Carl is pleased to be immersed in the world of private foundations, where his work helps provide the basis for effective grantmaking. He primarily works on reconciling client foundations’ investment activities; he also creates and maintains foundation budgets and works with CPAs on audits and tax returns.
Prior to joining PFS in 2014, Carl had spent more than a decade in bankruptcy accounting in his native England. Helping companies in complicated financial circumstances developed skills that he applies at PFS.
Carl holds a BSc (Hons) degree in applied accounting and is in the process of obtaining the globally recognized certification of chartered certified accountant. In addition to numbers, Carl is enthusiastic about two things: Jamie Oliver–style cooking and Leeds United, the football team of his UK hometown. Married to a Detroit native, he has also adopted the Detroit Lions and, of course, the San Francisco Giants as his American teams.
Carl works for the following foundations: