2024-09-11T20:38:57-05:00 2024-06-30 NANCY VOILS CPA 6925 NORFOLK ROAD BERKELEY CA 94705 990EZ 2023-07-01 946104474 SAN FRANCISCO ESTATE PLANNING COUNCIL SANF 4157451417 268 BUSH STREET 4222 SAN FRANCISCO CA 94104 ELIZABETH S SEVILLA TREASURER 4157451417 2024-08-17 1 0 NANCY VOILS CPA P00238411 9258265621 2024-08-17 X 2023 2024-08-08 14:25:15Z X X WWW.SFEPC.ORG X X 189492 X 154525 33790 1177 189492 22178 1009 105600 128787 60705 98112 0 158817 X 98112 149472 0 9345 98112 158817 0 0 98112 158817 ESTATE PLANNING EDUCATIONAL FORUM STUDY AND DISCUSSION OF ESTATE PLANNING ISSUES DURING MEETINGS AND GUEST SPEAKER EVENTS 0 128787 128787 X REBEKAH SAPIRSTEIN DIRECTOR 0.50 0 0 0 JEFFREY ANTONCHUK DIRECTOR 0.50 0 0 0 CHRISTINE KOLM DIRECTOR 0.50 0 0 0 ERIC RODRIGUEZ PAST PRESIDENT 0.50 0 0 0 ELIZABETH SEVILLA TREASURER 1.00 0 0 0 JUSTIN MILLER VICE PRESIDENT 1.00 0 0 0 DAVID BAUSMAN SECRETARY 1.00 0 0 0 STEVE BRACCINI DIRECTOR 0.50 0 0 0 SELENA YEUNG DIRECTOR 0.50 0 0 0 MELISSA HUNG DIRECTOR 0.50 0 0 0 MARIA MARQUEZ DIRECTOR 0.50 0 0 0 GIGI ORTA DIRECTOR 0.50 0 0 0 X 0 0 0 0 0 0 0 0 CA VIVIAN SUN 369-B THIRD STREET STE150 SAN RAFAEL CA 94901 4152608284 0 0 0 0 0 0 0 Form 990-EZ, Part I, Line 4 - Other Investment Income Description: WELLS FARGO BANK. Amount: 1,177. Form 990-EZ, Part I, Line 16 - Other Expenses Description: PROGRAM MEETING EXPENSES. Amount: 97,740. Description: DUES AND FILING FEES. Amount: 1,209. Description: SUPPLIES & WEBSITE FEE. Amount: 300. Amount: 165. Description: INSURANCE. Amount: 1,672. Description: MERCHANT CREDIT CARD & BANK FEES. Amount: 4,514. Total to Form 990-EZ, line 16: 105,600. Form 990-EZ, Part II, Line 24 - Other Assets Description: DEPOSITS. Beg. of Year Amount: 0. End of Year Amount: 9,345. 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.