Nonprofit · EIN 83-3703748
THE UHNW INSTITUTE
Tax-exempt · GREENWICH, CT 06830
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $818,581 | $797,729 | $20,852 | $35,745 | $0 | $35,745 |
| December 31, 2023 | 990 | $655,931 | $630,219 | $25,712 | $14,893 | $0 | $14,893 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $818,581
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $40,000
- Salaries, compensation and benefits (total)
- $40,000
- Professional fundraising fees
- $0
- Legal fees
- $60,828
- Program services (functional)
- $313,790
- Management and general (functional)
- $483,939
Balance sheet and other
- Total assets, start of year
- $14,893
- Total assets, end of year
- $35,745
- Total liabilities, end of year
- $0
- Net assets, end of year
- $35,745
- Net assets without donor restrictions
- $35,745
- Gross receipts
- $818,581
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2019
- State of legal domicile
- CT
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 |
|---|---|---|---|
| JIM GRUBMAN | DIRECTOR Trustee or director | 7 | $40,000 |
| STEVE PROSTANO | CHAIRMAN AND PRESIDENT Trustee or director, Officer | 21 | $0 |
| WALLACE HEAD | TREASURER Trustee or director, Officer | 7 | $0 |
| JAMIE MCLAUGHLIN | SECRETARY Trustee or director, Officer | 7 | $0 |
| JOE CALABRESE | DIRECTOR Trustee or director | 1 | $0 |
| BILL WOODSON | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL ZEUNER | DIRECTOR Trustee or director | 1 | $0 |
| DENNIS JAFFE | DIRECTOR Trustee or director | 1 | $0 |
| KATHY LINTZ | DIRECTOR Trustee or director | 1 | $0 |
| LINDA MACK | DIRECTOR Trustee or director | 1 | $0 |
| TOM MCCULLOUGH | DIRECTOR Trustee or director | 1 | $0 |
| LORAINE TSAVARIS | DIRECTOR Trustee or director | 7 | $0 |
| SUSAN WINER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE PROSTANO | CHAIRMAN AND PRESIDENT Trustee or director, Officer | 21 | $0 |
| WALLACE HEAD | TREASURER Trustee or director, Officer | 7 | $0 |
| JAMIE MCLAUGHLIN | SECRETARY Trustee or director, Officer | 7 | $0 |
| JOE CALABRESE | DIRECTOR Trustee or director | 1 | $0 |
| BILL WOODSON | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL ZEUNER | DIRECTOR Trustee or director | 1 | $0 |
| JIM GRUBMAN | DIRECTOR Trustee or director | 7 | $0 |
| DENNIS JAFFE | DIRECTOR Trustee or director | 1 | $0 |
| KATHY LINTZ | DIRECTOR Trustee or director | 1 | $0 |
| LINDA MACK | DIRECTOR Trustee or director | 1 | $0 |
| TOM MCCULLOUGH | DIRECTOR Trustee or director | 1 | $0 |
| LORAINE TSAVARIS | DIRECTOR Trustee or director | 7 | $0 |
| SUSAN WINER | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 192 BYRAM SHORE RD, GREENWICH, CT 06830-6931
- Principal officer (990 for 2024)
- STEPHEN PROSTANO, 192 BYRAM SHORE ROAD, GREENWICH, CT 06830
- Signed the 990
- STEPHEN PROSTANO, PRESIDENT
- Phone
- (914) 980-9930
- Website
- www.uhnwinstitute.org
- Return prepared by
- Owen J Flanagan & Co
Mission
The UHNW Institute operates as a non-profit and independent "Think Tank" - A publisher and curator of exceptional thought leadership and content relating to UHNW families, family offices, their advisors and the industry.
Program accomplishments
- FAMILY OFFICE AND FINANCIAL INDUSTRY EDUCATIONAL SUPPORT AND ASSISTANCE PROGRAMExpenses $313,790 · revenue $818,581
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
- 83-3703748
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $35,745
- Income (IRS master file)
- $818,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $818,581 | $797,729 | $35,745 | IRS |
| 990 | December 2023 | $655,931 | $630,219 | $14,893 | XML |
| 990 | December 2022 | $408,583 | $421,707 | $4,181 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | 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 83-3703748).
Questions about THE UHNW INSTITUTE
- What is the EIN of THE UHNW INSTITUTE?
- The employer identification number (EIN) of THE UHNW INSTITUTE is 83-3703748.
- Is THE UHNW INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to THE UHNW INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE UHNW INSTITUTE 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 THE UHNW INSTITUTE 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 THE UHNW INSTITUTE 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 THE UHNW INSTITUTE?
- The 990 for the year ended December 31, 2024 names STEPHEN PROSTANO.
- Who are the officers and directors of THE UHNW INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 13 people; 1 received compensation from the organization, the highest $40,000 (JIM GRUBMAN, DIRECTOR).
- How much revenue does THE UHNW INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $818,581, expenses of $797,729 and total assets of $35,745 at year end.
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