NonprofitsThe Uhnw Institute

Education

The Uhnw Institute

GREENWICH, CT

Total revenue

$819K

Total expenses

$798K

Net assets

$36K

Grants received

EIN

833703748

Tax year

2024

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.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$819K
Investment income
Other revenue
Total revenue$819K

Expenses

Grants paid
Salaries & benefits$40K
Fundraising
Other expenses$758K
Total expenses$798K
Total assets$36K
Net assets$36K

People

13 listed

NameRoleCompensation

JIM GRUBMAN

DIRECTOR

Board

$40K

7 hrs/wk

WALLACE HEAD

TREASURER

Board

7 hrs/wk

JAMIE MCLAUGHLIN

SECRETARY

Board

7 hrs/wk

JOE CALABRESE

DIRECTOR

Board

1 hrs/wk

BILL WOODSON

DIRECTOR

Board

1 hrs/wk

MICHAEL ZEUNER

DIRECTOR

Board

1 hrs/wk

DENNIS JAFFE

DIRECTOR

Board

1 hrs/wk

KATHY LINTZ

DIRECTOR

Board

1 hrs/wk

LINDA MACK

DIRECTOR

Board

1 hrs/wk

TOM MCCULLOUGH

DIRECTOR

Board

1 hrs/wk

LORAINE TSAVARIS

DIRECTOR

Board

7 hrs/wk

STEVE PROSTANO

CHAIRMAN AND PRESIDENT

Board

21 hrs/wk

SUSAN WINER

DIRECTOR

Board

1 hrs/wk

Independent contractors

CHLOE JULIET EVANS

ADMINISTRATION

$121K

Details

EIN833703748
NTEE codeB90
Subsection03
Ruling date2019-10
Formed2019
Employees0
Volunteers12
THE UHNW INSTITUTE — Mission, Financials & Grants Received | Grantivo