2025-08-13T10:46:12-05:00 2025-06-30 200066099 FULLER LOWENBERG & CO CPAS PC 200 MOTOR PKWY D-24 HAUPPAUGE NY 11788 990EZ 2024-07-01 113034842 ESTATE PLANNING COUNCIL OF LONG ISLAND INC ESTA 5168265982 PO BOX 338 MASSAPEQUA PARK NY 11762 JEFFREY GIBRALTER TREASURER 5168265982 2025-07-15 1 0 LYNN GIUGLIANO CPA P00955404 6314997900 2024 2025-03-06 01:10:19Z X X HTTPS://WWW.EPCLONGISLAND.ORG/ X X 93930 X 47290 5368 5272 12962 -7690 36000 80968 16000 442 61211 77653 3315 126979 0 130294 126979 130294 126979 130294 0 0 126979 130294 X THE ORGANIZATION WAS FORMED FOR THE FOLLOWING OBJECTIVES:TO FOSTER INTELLIGENT COOPERATION AND A CORDIAL UNDERSTANDING AMONG THE MEMBERS AS TO THE PROPER RELATIONSHIP BETWEEN THE FUNCTION OF THE ATTORNEY, CERTIFIED PUBLIC ACCOUNTANT, LIFE UNDERWRITER, TRUST OFFICERS AND FINANCIAL PLANNER IN THE FIELD OF FINANCIAL AND ESTATE PLANNING.TO ENCOURAGE NETWORKING OPPORTUNITIES AMONG MEMBERS THAT ESTABLISH AND FOSTER PROFESSIONAL RELATIONSHIPS.TO OFFER EDUCATIONAL AND INFORMATIONAL PROGRAMS TO ITS MEMBERS.TO PROMOTE THE EXCHANGE OF IDEAS AND KNOWLEDGE IN THE MULTI-FACETED DISCIPLINES OF ITS MEMBERS. PROVIDE MEMBERS WITH UPDATES ON THE LATEST DEVELOPMENTS IN ESTATE PLANNING TO KEEP THEIR PROFESSIONAL KNOWLEDGE CURRENT. 0 55595 55595 X ALISON GLADOWSKY VICE PRESIDENT 5.00 0 0 0 PASQUALE RAFANELLI TREASURER 5.00 0 0 0 JOSEPH LAFERLITA SECRETARY 5.00 0 0 0 ALYSSA DANZIGER SECRETARY 5.00 0 0 0 NICOLE SMITH BOARD MEMBER 2.00 0 0 0 STEPHEN SILVERBERG BOARD MEMBER 2.00 0 0 0 MARK MOHTASHEMI BOARD MEMBER 2.00 0 0 0 BRIAN CONBOY BOARD MEMBER 2.00 0 0 0 PAULA PICKEL BOARD MEMBER 2.00 0 0 0 RICHARD CHALIFOUX FORMER BOARD MEMBER 2.00 0 0 0 LAWRENCE BERWITZ BOARD MEMBER 2.00 0 0 0 NICHOLAS MONETA BOARD MEMBER 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NY THE ORGANIZATION PO BOX 338 MASSAPEQUA PARK NY 11762 5168265982 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 32910 32750 65325 70815 88562 290362 3675 29635 1960 35270 36585 62385 67285 70815 88562 325632 0 0 0 325632 4329 5368 9697 4329 5368 9697 36585 62385 67285 75144 93930 335329 0.97110 0.98490 0.02890 0.01510 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 5,368. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: SPONSORSHIPS. AMOUNT: 36,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: SUPPLIES. AMOUNT: 2,118. DESCRIPTION: PROFESSIONAL DUES. AMOUNT: 1,940. DESCRIPTION: MERCHANT PROCESSING FEES. AMOUNT: 3,735. DESCRIPTION: MEETING COSTS. AMOUNT: 35,940. DESCRIPTION: NAEPC CONFERENCE TRAVEL. AMOUNT: 5,790. DESCRIPTION: GIFTS. AMOUNT: 1,522. DESCRIPTION: GRAPHIC DESIGN. AMOUNT: 2,750. DESCRIPTION: MEMBER APPAREL GIFTS. AMOUNT: 7,416. TOTAL TO FORM 990-EZ, LINE 16: 61,211. 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.