2024-11-12T08:09:54-06:00 2024-06-30 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990EZ 2023-07-01 521065720 WASHINGTON DC ESTATE PLANNING COUNCIL WASH 7035328778 PO BOX 5153 ARLINGTON VA 22205 MARGARET FISCHER TREASURER 7035328778 2024-11-08 1 1 TRACY M MOREY CPA P01521539 7033858888 2023 2024-10-15 13:58:12Z X WWW.WDCEPC.ORG X X 190553 X 131645 20504 14679 23725 27703 -3978 162850 38989 48 113002 152039 10811 283345 476 294632 283345 294632 283345 294632 0 0 283345 294632 X THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE AS FOLLOWS: TO HELP ITS MEMBERS TO RENDER THE HIGHEST POSSIBLE SERVICE TO THEIR CLIENTS AND CUSTOMERS; TO ACQUAINT THOSE IN NEED OF ESTATE PLANNING WITH THE ADVANTAGES OFFERED THEREBY; TO PROVIDE TO THE MEMBERS A FORUM FOR THE DISCUSSION OF SUCH TOPICS; TO FOSTER INTELLIGENT UNDERSTANDING OF THE PROPER RELATIONSHIP WHICH EACH PARTICIPATING MEMBERSHIP GROUP BEARS TO THE OTHERS; TO PROMOTE ACQUAINTANCESHIP AND COOPERATION AMONG THE PARTICIPATING GROUPS; AND TO ENCOURAGE STUDENTS FROM DIVERSE BACKGROUNDS TO ENTER THE FIELD OF ESTATE PLANNING; ALL TO THE END THAT THE CLIENTS OF THE MEMBERS AND THE GENERAL PUBLIC MAY BE BETTER SERVED. SIGNIFICANT ACTIVITIES THIS YEAR INCLUDE IN PERSON AND VIRTUAL EDUCATIONAL EVENTS, GOLF TOURNAMENT, AND SOCIAL NETWORKING EVENTS. 0 0 LOGAN WINN PRESIDENT 2.00 0 0 0 BRETT SCOLA IMMEDIATE PAST PRESIDENT 1.00 0 0 0 JAIME LAWSON VICE PRESIDENT 1.00 0 0 0 BRANDON ROSS TREASURER 1.00 0 0 0 MARGARET FISCHER SECRETARY 1.00 0 0 0 JOSHUA HEADLEY DIRECTOR 1.00 0 0 0 MICHELLE CHAPIN DIRECTOR 1.00 0 0 0 VERNON HOLLEMAN DIRECTOR 1.00 0 0 0 JILL RYNKOWSKI DOYLE DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 DINA LAND PO BOX 5153 ARLINGTON VA 22205 7035328778 0 0 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF TOURNAMENT 44050 20325 23725 1050 10340 13261 3052 44050 20325 23725 1050 10340 13261 3052 27703 -3978 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST/DIVIDEND. AMOUNT: 14,679. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETINGS EXPENSE. AMOUNT: 65,662. DESCRIPTION: COMMUNICATIONS. AMOUNT: 1,600. DESCRIPTION: INSURANCE PREMIUMS. AMOUNT: 2,164. DESCRIPTION: MEMBERSHIP RECRUIT/RETAIN. AMOUNT: 7,993. DESCRIPTION: INTERNET, PHONE, AND FAX. AMOUNT: 498. DESCRIPTION: NAEPC DUES AND ANNUAL MEETING. AMOUNT: 8,546. DESCRIPTION: BANK CHARGES AND MERCHANT FEES. AMOUNT: 6,434. DESCRIPTION: DIVERSITY INITIATIVE. AMOUNT: 8,404. DESCRIPTION: GIFTS. AMOUNT: 166. DESCRIPTION: WEB PLATFORM. AMOUNT: 67. DESCRIPTION: BOARD AND COMMITTEE MEETINGS. AMOUNT: 2,228. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 469. DESCRIPTION: RACE & WEALTH SPEAKER SERIES. AMOUNT: 8,771. TOTAL TO FORM 990-EZ, LINE 16: 113,002. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN. AMOUNT: 476. 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.