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FAMILY OFFICE PRINCIPALS GROUP INC

MAMARONECK, NY · EIN 811440629 · Form 990 · FY2024 · NTEE S41 · Community Improvement · Small ($100K-$1M)
revenue
$352K
expenses
$318K
net assets
$280K
employees
0
mission · from form 990

TO PROMOTE INVESTMENT PRINCIPALS FOR FAMILY OWNED BUSINESS.

profile · synthesized from sources

FAMILY OFFICE PRINCIPALS GROUP INC is a New York-based organization focused on promoting investment principals for family-owned businesses. Its mission centers on community improvement through support of family business investment strategies. No specific programs or services are detailed in available public filings.

activities · 1 group

What they do

  • Uncategorized 1 activity
    • Promoting investment principles for family-owned businesses
      Provides guidance and promotes best practices in investment strategies tailored to family-owned businesses.
financials · form 990 · fy2024
revenue
Total revenue$352K
Contributions & grants$324K92%
Program service revenue$28K8%
Investment income$00%
Other revenue$0
expenses
Total expenses$318K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$280K
Cash$280K
Investments$0
Liabilities$0
Net assets$280K
Liquid reserves10.6 mo
4 years on record · 2020–2024 · YoY revenue -31.0%
leadership · form 990 part vii · fy2024

Who runs it

board members · 9
  • ANDY GOTTESMAN — VICE FORUM CHAIR
  • BLAINE WELLS — SPOUSE/PARTNER CHAIR
  • CHRISTY ORRIS — MEMBERSHIP CHAIR/COMPLIANCE
  • DAN HAMANN — FINANCE CHAIR
  • JEB STUART — FORUM CHAIR
  • RICHARD COHEN — VICE MEMBERSHIP CHAIR/COMPLIANCE
  • SCOTT BROOKS — VICE GROUP CHAIR
  • THOMAS HILLMAN — CHAIR EMERITUS
  • VISHAL SOIN — GROUP CHAIR
strategies · 1

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.