Nonprofit · EIN 81-1440629
FAMILY OFFICE PRINCIPLES INC
Tax-exempt · MAMARONECK, NY 10543
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $352,000 | $318,396 | $33,604 | $280,460 | $0 | $280,460 |
| December 31, 2023 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS HILLMAN | CHAIR EMERITUS Trustee or director, Officer | 1 | $0 |
| VISHAL SOIN | GROUP CHAIR Trustee or director, Officer | 1 | $0 |
| CHRISTY ORRIS | MEMBERSHIP CHAIR/COMPLIANCE Trustee or director, Officer | 1 | $0 |
| SCOTT BROOKS | VICE GROUP CHAIR Trustee or director, Officer | 1 | $0 |
| JEB STUART | FORUM CHAIR Trustee or director, Officer | 1 | $0 |
| ANDY GOTTESMAN | VICE FORUM CHAIR Trustee or director, Officer | 1 | $0 |
| DAN HAMANN | FINANCE CHAIR Trustee or director, Officer | 1 | $0 |
| BLAINE WELLS | SPOUSE/PARTNER CHAIR Trustee or director, Officer | 1 | $0 |
| RICHARD COHEN | VICE MEMBERSHIP CHAIR/COMPLIANCE Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS HILLMAN | GROUP CHAIR Trustee or director, Officer | 1 | $0 |
| VISHAL SOIN | VICE CHAIR Trustee or director | 1 | $0 |
| ERIC BECKER | MEMBERSHIP CHAIR/COMPLIANCE Trustee or director | 1 | $0 |
| SCOTT BROOKS | VICE MEMBERSHIP CHAIR/COMPLIANCE Trustee or director | 1 | $0 |
| BOB MARQUARDT | FORUM CHAIR Trustee or director | 1 | $0 |
| JEB STUART | VICE FORUM CHAIR Trustee or director | 1 | $0 |
| DAN HAMANN | FINANCE CHAIR Trustee or director, Officer | 1 | $0 |
| BLAINE WELLS | SPOUSE/PARTNER CHAIR Trustee or director | 1 | $0 |
| LISA JOHNSON | CHAIR 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.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 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
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $280,460
- Income (IRS master file)
- $352,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $352,000 | $318,396 | $280,460 | IRS |
| 990 | December 2023 | $510,077 | $453,940 | $246,856 | XML |
| 990 | December 2022 | $469,959 | $357,498 | $190,719 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 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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