2025-09-26T17:29:29-05:00 2025-05-31 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990EZ 2024-06-01 650786600 SOUTHWEST FLORIDA ESTATE PLANNING COUNCIL INC SOUT 9418071661 PO BOX 2098 SARASOTA FL 34230 HEATHER WILLIAMS TREASURER 9418071661 2025-09-24 1 1 REBECCA U STONER P00585910 9413654617 2024 2025-03-06 01:10:19Z X X WWW.HTTPS://SWFEPC.ORG/ X X 60230 X 13780 46450 60230 2000 48666 50666 9564 68062 0 77626 68062 77626 68062 77626 0 0 68062 77626 X 1) TO PROMOTE COOPERATION AMONG LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT PROFESSIONALS WHO ASSIST CLIENTS IN THE ESTATE PLANNING PROCESS AND TO FOSTER A BETTER UNDERSTANDING OF THE RESPONSIBILITIES EACH GROUP HAS TO THE CLIENT. 2) TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES AND PRODUCTS THAT LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT ROFESSIONALS PROVIDE, THEREBY ENHANCING THE COORDINATION AMONG THESE PROFESSIONALS.3) TO PROMOTE THE INTERESTS OF ITS MEMBERS AND TO EXPAND THE AVAILABILITY OF COORDINATED ESTATE PLANNING SERVICES TO THE GENERAL PUBLIC. TO PROMOTE COOPERATION AMONG LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT PROFESSIONALS WHO ASSIST CLIENTS IN THE ESTATE PLANNING PROCESS AND TO FOSTER A BETTER UNDERSTANDING OF THE RESPONSIBILITIES EACH GROUP HAS TO THE CLIENT. TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES AND PRODUCTS THAT LEGAL, TAX, FINANCIAL SERVICES AND CHARITABLE ENDOWMENT ROFESSIONALS PROVIDE, THEREBY ENHANCING THE COORDINATION AMONG THESE PROFESSIONALS. 0 47090 47090 ELIZABETH RABBIT STEPHEN PRESIDENT 5.00 0 0 0 DAN VIGNE VICE PRESIDENT 5.00 0 0 0 CHRIS FOWLER SECRETARY 5.00 0 0 0 HEATHER WILLIAMS TREASURER 5.00 0 0 0 X 0 0 0 0 0 0 0 0 FL HEATHER WILLIAMS PO BOX 2098 SARASOTA FL 34230 9418071661 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MEETINGS AND EVENTS . AMOUNT: 38,010. DESCRIPTION: WEBSITE AND DOMAIN MAINTENANCE . AMOUNT: 6,512. DESCRIPTION: OFFICE EXENSE . AMOUNT: 232. DESCRIPTION: ADVERTISING . AMOUNT: 2,394. DESCRIPTION: BANK FEES . AMOUNT: 1,343. DESCRIPTION: DUES AND SUBSCRIPTIONS . AMOUNT: 175. TOTAL TO FORM 990-EZ, LINE 16: 48,666. 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.