2024-05-14T19:13:29-05:00 2023-06-30 954149172 TEMO ARJANI LLP 301 E COLORADO BLVD SUITE 426 PASADENA CA 91101 990EZ 2022-07-01 954364780 SOUTHERN CALIFORNIA COUNCIL OF CHARITABLE GIFT PLANNERS NATI 9497155400 PO BOX 10 MANHATTAN BEACH CA 90267 CHRISTOPHER COLE TREASURER 9497155400 2024-05-14 1 CHRISTOPHER COLE 999009999 0 WILLIAM H HRANCHAK P00641665 6265781978 2024-04-05 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5159 X WWW.PPPLA.ORG X X 192302 X 67000 97412 25950 56 1884 192302 55597 81 125282 180960 11342 229028 0 240370 X 228606 240758 472 472 229078 241230 50 860 229028 240370 X THE MAIN PURPOSE OF THE ORGANIZATION IS TO ENCOURAGE THE EDUCATION AND TRAINING OF THE CHARITABLE PLANNED GIVING COMMUNITY. IN ADDITION, THE ORGANIZATION ENABLES THE PLANNED GIVING COMMUNITY TO COMMUNICATE WITH EACH OTHER ON VARIOUS PLANNED GIVING ISSUES. THE WESTERN REGION PLANNED GIVING CONFERENCE ON PHILANTHROPIC PLANNING EMPHASIZES CHARITABLE GIFT PLANNING EDUCATION, TRAINING AND RESOURCES, AND PROVIDES INFORMATION AND PROMOTES DISCUSSION ON ECONOMIC AND GOVERNMENT POLICY AND REGULATION AFFECTING CHARITABLE GIVING AND NONPROFIT OVERSIGHT. 0 84490 MEMBERSHIP SERVICES AND ADVOCACY : THE LOS ANGELES COUNCIL OF CHARITABLE GIFT PLANNERS PROVIDES EDUCATION ON CHARITABLE GIFT PLANNING ISSUES, RESEARCH, TOOLS, STRATEGIES, AND REGULATION ON LEGISLATION GOVERNING CHARITABLE GIFT PLANNING TO THOSE IN THE CHARITABLE GIFT PLANNING COMMUNITY IN THE GREATER LOS ANGELES AREA. 0 59349 143839 X PATIENCE BOUDREAUX IMMEDIATE PAST PRESIDENT & DIRECTOR 1.00 0 0 0 CYNTHIA HIZAMI DIRECTOR 1.00 0 0 0 FRANCINE LIS DIRECTOR 1.00 0 0 0 ANDY RAGONE DIRECTOR 1.00 0 0 0 JANICE BURRILL DIRECTOR 1.00 0 0 0 BARBARA GUNNING DIRECTOR 1.00 0 0 0 CARI JACKSON LEWIS DIRECTOR 1.00 0 0 0 KIMBERLY JETTON DIRECTOR 1.00 0 0 0 GRACE RUSSAK DIRECTOR 1.00 0 0 0 BARBARA TURMAN DIRECTOR 1.00 0 0 0 ROB WOOLLEY DIRECTOR 1.00 0 0 0 STEVEN ADAMIAN DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA SOCAL COUNCIL OF CHARITABLE GIFT PLANNERS PO BOX 10 MANHATTAN BEACH CA 90267 9497155400 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 22620 22770 37575 25745 92950 201660 22620 22770 37575 25745 92950 201660 6542 195118 31 534 36 52 56 709 879 1268 1761 3276 1883 9067 211436 569447 0.92280 0.93130 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS AND MISCELLANEOUS INCOME - 2018 AMOUNT: $ 187. DONATIONS - 2019 AMOUNT: $ 50. 2021 AMOUNT: $ 1,000. JOB POSTINGS - 2018 AMOUNT: $ 692. 2019 AMOUNT: $ 1,058. 2020 AMOUNT: $ 780. 2021 AMOUNT: $ 2,276. 2022 AMOUNT: $ 1,883. SOCIAL EVENTS - MINI-ROUND TABLE - 2019 AMOUNT: $ 160. 2020 AMOUNT: $ 100. OTHERS - 2020 AMOUNT: $ 881. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: FARMERS & MERCHANTS BANK SAVINGS. AMOUNT: 56. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: JOB POSTINGS. AMOUNT: 1,884. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 98,887. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 4,090. DESCRIPTION: INSURANCE. AMOUNT: 1,583. DESCRIPTION: BANK CHARGES. AMOUNT: 8,236. DESCRIPTION: PHONE. AMOUNT: 1,140. DESCRIPTION: MEMBERSHIP. AMOUNT: 8,065. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 100. DESCRIPTION: MARKETING EXPENSES. AMOUNT: 179. DESCRIPTION: SUPPLIES. AMOUNT: 28. DESCRIPTION: COUNCIL DUES. AMOUNT: 500. DESCRIPTION: EXECUTIVE OVERHEAD EXPENSES. AMOUNT: 2,474. TOTAL TO FORM 990-EZ, LINE 16: 125,282. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 472. END OF YEAR AMOUNT: 472. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 50. END OF YEAR AMOUNT: 860. 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.