2024-09-12T08:14:53-07:00 2024-06-30 821514691 MORICE LIST & ASSOCIATES LLC 8700 MANCHESTER RD ST LOUIS MO 63144 990EZ 2023-07-01 436056606 ESTATE PLANNING COUNCIL OF ST LOUIS CO JOAN HECKER ASSOC MGR ESTA 3145203564 330 WENNEKER DRIVE ST LOUIS MO 63124 ELLIOT DOLE President 2024-09-12 true true ROBERT B OFFERMAN P00035353 3146473005 2023 2024-08-08 14:25:15Z X X WWW.EPCSTLOUIS.ORG X X 92518 X 50123 42270 125 0 0 0 0 92518 1150 462 81662 83274 9244 134697 143941 134697 143941 134697 143941 134697 143941 THE ESTATE PLANNING COUNCIL OF ST. LOUIS PROMOTES A MULTI-DISCIPLINARY "TEAM" APPROACH TO ESTATE PLANNING AND INCREASES THE KNOWLEDGE AND SKILLS OF ITS MEMBERS IN THE FIELD OF ESTATE PLANNING BY--* SPONSORING THE HIGHEST QUALITY CONTINUING EDUCATIONAL PROGRAMS WITH SPEAKERS OF NATIONAL PROMINENCE IN THEIR FIELD, AND BY* OFFERING ITS MEMBERS OPPORTUNITIES TO NETWORK WITH HIGHLY QUALIFIED ATTORNEYS, ACCOUNTANTS, TRUST OFFICERS, AND FINANCIAL ADVISORS WITH COMMON PROFESSIONAL INTEREST IN SERVICE TO THEIR CLIENTS. PROMOTED THE PROFESSIONAL DISCIPLINE OF ESTATE PLANNING IN THE ST. LOUIS METROPOLITAN AREA BY PROVIDING EDUCATIONAL AND SOCIAL FORUMS FOR ITS MEMBERS. ALSO PROVIDED ITS MEMBERS WITH ESTATE PLANNING RESOURCES. X JOAN HECKER Executive Dir. 5.00 0 ROBIN HOLZSCHUH President 1.00 0 ELLIOT DOLE Vice President 1.00 0 RENE MORENCY Treasurer 1.00 0 PAUL TRUBER Secretary 1.00 0 CHRISTIE SCHMUKE Director 1.00 0 KELLEY MANCHESTER Director 1.00 0 JORDAN KREKE Director 1.00 0 ANNA SHAVER Director 1.00 0 JASON UETRECHT Director 1.00 0 MEREDITH MURPHY Director 1.00 0 RACHAEL LYNCH Director 1.00 0 MAT TURNER Director 1.00 0 X false false false true false false false 0 0 0 0 0 false JOAN HECKER 330 WENNEKER DRIVE ST LOUIS MO 63124 3145203564 false false false false false false false false NONE NONE false false true false Other Expenses.1 MEMBERSHIP MEETINGS EXPENSE $27218 Other Expenses.2 ASSOCIATION MANAGER $25578 Other Expenses.3 DIRECTORS MEETINGS $12585 Other Expenses.4 SPEAKERS' EXPENSES $4103 Other Expenses.5 CE QUALIFICATION $2524 Other Expenses.6 BANK FEES $1935 Other Expenses.7 WEBSITE EXPENSES $1600 Other Expenses.8 SPEAKERS' FEES $1572 Other Expenses.9 MARKETING $1325 Other Expenses.10 OFFICE EXPENSE $1124 Other Expenses.11 ANNUAL OUTING/MEETING $1000 Other Expenses.12 INSURANCE $562 Other Expenses.13 NAEPC DUES $525 Other Expenses.15 ANNUAL REGISTRATION $11 OTHER DISCLOSURE: INFORMATION INCLUDING THE ORGANIZATION'S BYLAWS AND POLICIES ARE AVAILABLE UPON REQUEST. UPON REQUEST A COPY OF THE ORGANIZATION'S TAX RETURN (FORM 990-EZ AND ATTACHMENTS) WILL BE MADE AVAILABLE FOR INSPECTION FOR A PERIOD OF THREE YEARS FROM THE DUE DATE IT IS REQUIRED TO BE FILED. FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.