2021-08-02T15:29:08-05:00 2021-06-30 382777985 CROSKEY LANNI PC 2505 NW BOCA RATON BLVD SUITE 202 BOCA RATON FL 33431 990EZ 2020-07-01 592648074 GREATER BOCA RATON ESTATE PLANNING COUNCIL INC GREA 5612411040 8597 DREAMSIDE LANE BOCA RATON FL 33496 SCOTT GARBER TREASURER 5617501733 2021-08-02 1 SCOTT GARBER 999009999 LEONARD A GERONEMUS CPA P00010935 5612411040 2021-08-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X WWW.BOCARATONEPC.ORG X X 26509 X 5000 21500 9 26509 6800 44121 50921 -24412 94647 0 70235 X 92669 68417 2278 2118 94947 70535 300 300 94647 70235 X TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES WHICH PROFESSIONALS IN THE ESTATE ANDFINANCIAL PLANNING FIELDS CAN RENDER FOR THEIR CLIENTS AND THE GENERALPUBLIC. TO PROMOTE COOPERATION AMONG PROFESSIONALS IN THE ESTATE AND FINANCIALPLANNING FIELDS AND TO FOSTER A BETTER UNDERSTANDING OF THE PROPERRELATIONSHIP WHICH SUCH PROFESSIONALS BEAR TO EACH OTHER, THEIR CLIENTSAND THE GENERAL PUBLIC. PROVIDE GRANTS TO THE GEORGE SNOW FOUNDATION PROVIDING SCHOLARS WITH FINANCIAL SUPPORT FOR EDUCATIONAL EXPENSES AND PROVIDING SUPPORT SERVICES DESIGNED TO INCREASE GRADUATION RATES. 6500 0 PROVIDED CONTINUING EDUCATION PROGRAMS FOR 196 MEMBERS AND A COMMUNAL FORUM FOR PARTICIPANTS WITHIN THE ESTATE PLANNING COMMUNITY. 0 0 SOUTH PALM BEACH COUNTY JEWISH FEDERATION - JUDI & CRAIG DONOFF FUND FOR SPECIAL NEEDS 300 0 X SYDNEY SMITH KOCHER DIRECTOR 1.00 0 0 0 WILLIAM C MILLER DIRECTOR 1.00 0 0 0 JULIE CLAIRMONT SHIDE DIRECTOR 1.00 0 0 0 PAUL ROMAN DIRECTOR 1.00 0 0 0 MARK SCHAUM DIRECTOR 1.00 0 0 0 SCOTT GARBER DIRECTOR 1.00 0 0 0 ABIGAIL THIERMAN DIRECTOR 1.00 0 0 0 KRISTINA GREGG PRESIDENT 4.00 0 0 0 JOHN CLIDAS PRESIDENT ELECT 4.00 0 0 0 MARK WALTERS SECRETARY 4.00 0 0 0 LEONARD A GERONEMUS TREASURER 4.00 0 0 0 DANIEL A SIEGEL VICE PRESIDENT - MEMBERSHIP 4.00 0 0 0 X 0 0 0 0 0 0 0 0 FL SCOTT L GARBER 2300 GLADES RD SUITE 207E BOCA RATON FL 33431 5617501733 0 0 0 0 0 0 0 1 X 71921 82343 98162 100900 24800 378126 71921 82343 98162 100900 24800 378126 0 0 0 378126 3 4 7 9 9 32 3 4 7 9 9 32 71924 82347 98169 100909 24809 378158 0.99990 0.99990 0.00010 0.00010 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 9. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: GEORGE SNOW SCHOLARSHIP FUND. AMOUNT GIVEN: 6,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: SOUTH PALM BEACH COUNTY JEWISH FEDERATION. AMOUNT GIVEN: 300. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,800. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK AND CARD FEES. AMOUNT: 1,536. DESCRIPTION: INSURANCE. AMOUNT: 3,725. DESCRIPTION: SECRETARIAL SERVICES. AMOUNT: 9,500. DESCRIPTION: POSTAGE AND SUPPLIES. AMOUNT: 56. DESCRIPTION: MEMBERSHIP FEES. AMOUNT: 1,975. DESCRIPTION: MEETINGS AND NETWORKING EVENTS. AMOUNT: 17,554. DESCRIPTION: EDUCATION. AMOUNT: 438. DESCRIPTION: FILING FEES. AMOUNT: 61. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 460. DESCRIPTION: PHOTOGRAPHY. AMOUNT: 450. DESCRIPTION: INTERNET EXPENSES. AMOUNT: 1,416. DESCRIPTION: MEMBERSHIP DIRECTORY. AMOUNT: 6,750. DESCRIPTION: FLORIDA ANNUAL SOLICITATION FEE . AMOUNT: 200. TOTAL TO FORM 990-EZ, LINE 16: 44,121. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ADVANCE PAYMENTS. BEG. OF YEAR AMOUNT: 2,278. END OF YEAR AMOUNT: 2,118. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: DEFERRED CONTRIBUTIONS. BEG. OF YEAR AMOUNT: 300. END OF YEAR AMOUNT: 300. 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.