1. Directory
  2. Massachusetts
  3. Westford
  4. Boston Estate Planning Council
EIN 45-4028240

Boston Estate Planning Council

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Westford
State
Massachusetts
Year formed
1930
Most recent tax filings
2023-06-01
NTEE code, primary
I03: Crime and Legal-Related Professional Societies and Associations
Description
Boston Estate Planning Council is a multi-disciplinary community of over 700 estate and wealth planning professionals. Its mission is to promote excellence in estate planning by providing educational programs, networking opportunities, and advancing knowledge of the concept and benefits of Estate Planning. Members represent a broad range of practices and further their education by attending events and building relationships amongst specialists from different disciplines. The council is located in Westford, MA.
Total revenues
$631,103
2023
Total expenses
$580,318
2023
Total assets
$819,454
2023
Num. employees
0
2023

Program areas at Boston Estate Planning Council

Further the education and foster networking amongst Estate and wealth Planning professionals by providing educational program and networking opportunities.
Maintain over 700 members, who represent a broad range of practices and benefit from building relationships among specialists from different disciplines and advancing knowledge of the concept and benefits of Estate Planning.

Personnel at Boston Estate Planning Council

NameTitleCompensation
Richelle MaguirePresident$0
Alisa Kim O'NeilTreasurer$0
Beth MilkovitsPresident$0
Steven CarrPast President$0
Zachary BourqueSecretary$0
...and 9 more key personnel

Financials for Boston Estate Planning Council

RevenuesFYE 06/2023
Total grants, contributions, etc.$310,550
Program services$310,647
Investment income and dividends$9,906
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$631,103

Form 990s for Boston Estate Planning Council

Fiscal year endingDate received by IRSFormPDF link
2023-062023-11-15990View PDF
2022-062023-01-24990View PDF
2021-062021-11-18990View PDF
2020-062020-11-19990View PDF
2019-062019-10-31990View PDF
...and 6 more Form 990s
Data update history
January 7, 2024
Posted financials
Added Form 990 for fiscal year 2023
January 6, 2024
Updated personnel
Identified 6 new personnel
December 26, 2023
Used new vendors
Identified 1 new vendor, including
June 26, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 20, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Crime and legal aid organizationsProfessional associationsBusiness and community development organizations
Issues
EducationHuman servicesCommunity improvementCrime and lawLegal servicesBusiness and industry
Characteristics
MembershipsCommunity engagement / volunteeringNo full-time employees
General information
Address
4 Lan Dr Suite 100
Westford, MA 01886
Metro area
Boston-Cambridge-Newton, MA-NH
County
Middlesex County, MA
Website URL
bepc.org/ 
Phone
(978) 364-5170
IRS details
EIN
45-4028240
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1930
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
I03: Crime and Legal-Related Professional Societies and Associations
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
Free account sign-up

Want updates when Boston Estate Planning Council has new information, or want to find more organizations like Boston Estate Planning Council?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy