NonprofitsEstate Planning Council Of San Diego

Estate Planning Council Of San Diego

SAN DIEGO, CA

Total revenue

$56K

Total expenses

$68K

Net assets

$15K

Grants received

EIN

237226852

Tax year

2023

Mission

Organization provides charitable giving education to professionals involved in the estate planning industry.

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue
Investment income$16
Other revenue
Total revenue$56K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$59K
Total expenses$68K
Total assets$15K
Net assets$15K

People

5 listed

NameRoleCompensation

JAY ROBINSON DUFF III

PAST PRESIDENT

Board

1 hrs/wk

FREDERICK BROOKS JR

PRESIDENT

Board

1 hrs/wk

LOAN SCHILLINGER

MEMBERSHIP

Board

1 hrs/wk

DANIEL WEINER

VICE PRESIDENT

Board

1 hrs/wk

CHARLES WILLIAMSS

TREASURER

Board

1 hrs/wk

Details

EIN237226852
Subsection06
Ruling date1973-01
ESTATE PLANNING COUNCIL OF SAN DIEGO — Mission, Financials & Grants Received | Grantivo