NonprofitsCharlotte Estate Planning Council

Community Improvement & Capacity Building

Charlotte Estate Planning Council

CHARLOTTE, NC

Total revenue

$108K

Total expenses

$102K

Net assets

$77K

Grants received

EIN

201035946

Tax year

2024

Mission

Providing quarterly educational meetings for its members

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue
Investment income$1K
Other revenue$40K
Total revenue$108K

Expenses

Grants paid$1K
Salaries & benefits
Fundraising
Other expenses$101K
Total expenses$102K
Total assets$77K
Net assets$77K

People

4 listed

NameRoleCompensation

KENNETH SAMUELSON

PRESIDENT

Board

2 hrs/wk

THOMAS WHITLOCK

V. PRESIDENT

Board

1 hrs/wk

JENNIFER MUCKLEY

SECRETARY

Board

1 hrs/wk

JOHN FORNERIS

TREASURER

Board

2 hrs/wk

Details

EIN201035946
NTEE codeS41
Subsection06
Ruling date2005-12
CHARLOTTE ESTATE PLANNING COUNCIL — Mission, Financials & Grants Received | Grantivo