NonprofitsEstate Planning Council Of Central New York Inc

Community Improvement & Capacity Building

Estate Planning Council Of Central New York Inc

SYRACUSE, NY

Total revenue

$30K

Total expenses

$30K

Net assets

$32K

Grants received

EIN

161063452

Tax year

2024

Mission

The object of the estate planning council is to provide a means whereby interested members of the legal, banking, life underwriting, accounting, and financial planning professions can become educated in recent developments in income, estate, and gift taxation. The estate planning council provides a medium of mutual interest wherein meaningful discussions can promote better understanding and cooperation among the groups represented all to the end that they, cooperatively, may better serve the public. The estate planning council has monthly and annual meetings where speakers address recent developments and interpretations of the income, estate, and gift tax areas.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue
Investment income$31
Other revenue$3K
Total revenue$30K

Expenses

Grants paid
Salaries & benefits$2K
Fundraising
Other expenses$28K
Total expenses$30K
Total assets$32K
Net assets$32K

People

12 listed

NameRoleCompensation

JENNIFER SPAGNOLA

COUNCIL EXECUTIVE

Board

$2K

2 hrs/wk

ROBERT D SCOLARO ESQ

DIRECTOR

Board

2 hrs/wk

MARY ANNE CODY ESQ

DIRECTOR

Board

2 hrs/wk

WILLIAM P DAVIES

IMMEDIATE PAST PRESIDENT

Board

2 hrs/wk

MICHELE DICKEY

TREASURER

Board

5 hrs/wk

ANDREW SCHAFFEL CLTC LUTCF CAP

PRESIDENT

Board

2 hrs/wk

TERYL KIDD

SECRETARY

Board

2 hrs/wk

HEATHER L BERRY CTFA

VICE PRESIDENT

Board

2 hrs/wk

THOMAS M GRIFFITH AEP CAP CHFC

DIRECTOR

Board

2 hrs/wk

GEORGIA CRINNIN ESQ

DIRECTOR

Board

2 hrs/wk

JENNIFER L ALFIERI ESQ

DIRECTOR

Board

2 hrs/wk

JEFFREY CULVER TRUST OFFICE

DIRECTOR

Board

2 hrs/wk

Details

EIN161063452
NTEE codeS41
Subsection06
Ruling date2002-12
ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK INC — Mission, Financials & Grants Received | Grantivo