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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 83-3703748 · Snapshot of IRS recognition, filing currency, financial health, and governance.
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.
Principal Officer
Stephen Prostano
Total Revenue
$819K
FY2024
Total Expenses
$798K
FY2024
Net Assets
$36K
Program Ratio
39.3%
expenses on programs
Employees
0
Volunteers
12
Board Members
13
Voting
12
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.