2024-11-11T07:40:54-06:00 2024-06-30 990EZ 2023-07-01 161063452 ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK ESTA 3158835562 431 EAST FAYETTE ST SYRACUSE NY 13202 MICHELE DICKEY TREASURER 3158835562 2024-11-08 0 2023 2024-10-15 13:58:12Z X X WWW.EPCCNY.ORG X X 14581 X 10000 31 4550 14581 1841 24311 26152 -11571 43442 0 31871 X 44432 32211 44432 32211 990 340 43442 31871 X THE OBJECT OF THE ESTATE PLANNING COUNCIL IS TO PROVIDE A MEANS WHEREBY INTERESTED MEMBERS OF THE LEGAL, BANKING, LIFE UNDERWRITING, ACCOUNTING, AND FINANCIAL PLANNING PROFESSIONS CAN BECOME EDUCATED IN RECENT DEVELOPMENTS IN INCOME, ESTATE, AND GIFT TAXATION. THE ESTATE PLANNING COUNCIL PROVIDES A MEDIUM OF MUTUAL INTEREST WHEREIN MEANINGFUL DISCUSSIONS CAN PROMOTE BETTER UNDERSTANDING AND COOPERATION AMONG THE GROUPS REPRESENTED ALL TO THE END THAT THEY, COOPERATIVELY, MAY BETTER SERVE THE PUBLIC. THE ESTATE PLANNING COUNCIL HAS BI-MONTHLY AND ANNUAL MEETINGS WHERE SPEAKERS ADDRESS RECENT DEVELOPMENTS AND INTERPRETATIONS OF THE INCOME, ESTATE, AND GIFT TAX AREAS. THE COUNCIL HAD BI-MONTHLY AND ANNUAL MEETINGS AND THEN ONE ANNUAL MEETING. AT ALL MEETINGS THERE IS A PRESENTATION ON NEW ESTATE PLANNING IDEAS AND ISSUES. 0 26152 26152 X JENNIFER L ALFIERI ESQ DIRECTOR 2.00 0 0 0 JENNIFER SPAGNOLA COUNCIL EXECUTIVE 2.00 1841 0 0 ROBERT D SCOLARO ESQ DIRECTOR 2.00 0 0 0 MARY ANNE CODY ESQ DIRECTOR 2.00 0 0 0 WILLIAM P DAVIES PRESIDENT 2.00 0 0 0 MICHELE DICKEY TREASURER 5.00 0 0 0 ANDREW SCHAFFEL CLTC LUTCF CAP VICE PRESIDENT 2.00 0 0 0 TERYL KIDD SECRETARY 2.00 0 0 0 HEATHER L BERRY CTFA SERGEANT AT ARMS 2.00 0 0 0 THOMAS M GRIFFITH AEP CAP CHFC IMMEDIATE PAST PRESIDENT 2.00 0 0 0 GEORGIA CRINNIN ESQ DIRECTOR 2.00 0 0 0 JEFFREY CULVER TRUST OFFICE DIRECTOR 2.00 0 0 0 X 0 0 0 0 0 0 0 0 NY THE TREASURER 443 N FRANKLIN STREET SYRACUSE NY 13204 3154719171 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 31. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: WEBSITE SPONSORSHIP. AMOUNT: 4,500. DESCRIPTION: GUEST FEES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 8: 4,550. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ANNUAL MEETING AND SPEAKER. AMOUNT: 7,099. DESCRIPTION: COUNCIL OPERATIONS. AMOUNT: 560. DESCRIPTION: NATIONAL ESTATE PLANNING ASSOCIATIO. AMOUNT: 5,847. DESCRIPTION: SPONSORSHIP EXPENSE. AMOUNT: 1,000. DESCRIPTION: NYS FILING FEE. AMOUNT: 25. DESCRIPTION: BOOKKEEPING. AMOUNT: 600. DESCRIPTION: MEETINGS. AMOUNT: 5,721. DESCRIPTION: OFFICE INSURANCE POLICY. AMOUNT: 1,064. DESCRIPTION: BANK FEES. AMOUNT: 81. DESCRIPTION: WEBSITE. AMOUNT: 1,200. DESCRIPTION: NEXTGEN EVENTS. AMOUNT: 1,114. TOTAL TO FORM 990-EZ, LINE 16: 24,311. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 990. END OF YEAR AMOUNT: 340. 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.