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Nonprofit · EIN 81-1440629

FAMILY OFFICE PRINCIPLES INC

Tax-exempt · MAMARONECK, NY 10543

Financials

$510K$454K2023$352K$318K2024
Revenue Expenses · by fiscal year end
Financials of FAMILY OFFICE PRINCIPLES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$352,000$318,396$33,604$280,460$0$280,460
December 31, 2023990$510,077$453,940$56,137$246,856$0$246,856
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$324,000
Membership dues
$324,000
Program service revenue
$28,000
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$6,214

Balance sheet and other

Total assets, start of year
$246,856
Total assets, end of year
$280,460
Total liabilities, end of year
$0
Net assets, end of year
$280,460
Net assets without donor restrictions
$280,460
Gross receipts
$352,000
Employees
0
Volunteers
0
Year formed
2017
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
THOMAS HILLMANCHAIR EMERITUS
Trustee or director, Officer
1$0
VISHAL SOINGROUP CHAIR
Trustee or director, Officer
1$0
CHRISTY ORRISMEMBERSHIP CHAIR/COMPLIANCE
Trustee or director, Officer
1$0
SCOTT BROOKSVICE GROUP CHAIR
Trustee or director, Officer
1$0
JEB STUARTFORUM CHAIR
Trustee or director, Officer
1$0
ANDY GOTTESMANVICE FORUM CHAIR
Trustee or director, Officer
1$0
DAN HAMANNFINANCE CHAIR
Trustee or director, Officer
1$0
BLAINE WELLSSPOUSE/PARTNER CHAIR
Trustee or director, Officer
1$0
RICHARD COHENVICE MEMBERSHIP CHAIR/COMPLIANCE
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
THOMAS HILLMANGROUP CHAIR
Trustee or director, Officer
1$0
VISHAL SOINVICE CHAIR
Trustee or director
1$0
ERIC BECKERMEMBERSHIP CHAIR/COMPLIANCE
Trustee or director
1$0
SCOTT BROOKSVICE MEMBERSHIP CHAIR/COMPLIANCE
Trustee or director
1$0
BOB MARQUARDTFORUM CHAIR
Trustee or director
1$0
JEB STUARTVICE FORUM CHAIR
Trustee or director
1$0
DAN HAMANNFINANCE CHAIR
Trustee or director, Officer
1$0
BLAINE WELLSSPOUSE/PARTNER CHAIR
Trustee or director
1$0
LISA JOHNSONCHAIR EMERITUS
Trustee or director
1$0

Address and contacts

Address (IRS master file)
945 SYLVAN LN, MAMARONECK, NY 10543-3954
In care of
% FJ MANAGEMENT INC
Principal officer (990 for 2024)
DAN HAMANN, 945 SYLVAN LANE, MAMARONECK, NY 10543
Signed the 990
DAN HAMANN, FINANCE CHAIR
Phone
(914) 329-9977
Return prepared by
PRESTI & NAEGELE LLC

Mission

TO PROMOTE INVESTMENT PRINCIPALS FOR FAMILY OWNED BUSINESS.

990 for the year ended December 31, 2024

Program accomplishments

  • CREATE A PLACE FOR LARGE FAMILY OFFICE PRINCIPALS TO TALK FREELY, TWO RETREATS HELD ANNUALLY, 50 TO 100 PARTICIPATE.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
81-1440629
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$280,460
Income (IRS master file)
$352,000

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$352,000$318,396$280,460IRS
990December 2023$510,077$453,940$246,856XML
990December 2022$469,959$357,498$190,719IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-1440629).

Questions about FAMILY OFFICE PRINCIPLES INC

What is the EIN of FAMILY OFFICE PRINCIPLES INC?
The employer identification number (EIN) of FAMILY OFFICE PRINCIPLES INC is 81-1440629.
Is FAMILY OFFICE PRINCIPLES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2017.
Are donations to FAMILY OFFICE PRINCIPLES INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does FAMILY OFFICE PRINCIPLES INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FAMILY OFFICE PRINCIPLES INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FAMILY OFFICE PRINCIPLES INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of FAMILY OFFICE PRINCIPLES INC?
The 990 for the year ended December 31, 2024 names DAN HAMANN.
Who are the officers and directors of FAMILY OFFICE PRINCIPLES INC?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does FAMILY OFFICE PRINCIPLES INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $352,000, expenses of $318,396 and total assets of $280,460 at year end.

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