2020-10-16T13:13:54-05:00 2020-06-30 990EZ 2019-07-01 592648074 GREATER BOCA RATON ESTATE PLANNING COUNCIL INC GREA 5612411040 8597 DREAMSIDE LANE BOCA RATON FL 33496 LEONARD A GERONEMUS TREASURER 5612411040 2020-10-16 2019 2022-09-23 18:48:47Z X X WWW.BOCARATONEPC.ORG X X 102341 X 42000 60332 9 102341 2000 56220 58220 44121 50526 0 94647 X 55526 92669 0 2278 55526 94947 5000 300 50526 94647 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 GRANT TO THE GEORGE SNOW FOUNDATION PROVIDING SCHOLARS WITH FINANCIAL SUPPORT FOR EDUCATIONAL EXPENSES AND PROVIDING SUPPORT SERVICES DESIGNED TO INCREASE GRADUATION RATES. 0 1500 PROVIDED CONTINUING EDUCATION PROGRAMS FOR 196 MEMBERS AND A COMMUNAL FORUM FOR PARTICIPANTS WITHIN THE ESTATE PLANNING COMMUNITY. 0 36627 PARTIALLY UNDERWRITE THE COST OF A PROFESSIONAL EDUCATION PROGRAM PROVIDED BY THE BOCA RATON REGIONAL HOSPITAL FOUNDATION. 0 500 38627 X JOHN CLIDAS DIRECTOR 1.00 0 0 0 JONATHAN GREENE DIRECTOR 1.00 0 0 0 JULIE CLAIRMONT SHIDE DIRECTOR 1.00 0 0 0 LAUREN GALVANI DIRECTOR 1.00 0 0 0 MARK SCHAUM DIRECTOR 1.00 0 0 0 NATHAN BROWN DIRECTOR 1.00 0 0 0 SCOTT GARBER DIRECTOR 1.00 0 0 0 ABIGAIL THIERMAN DIRECTOR 1.00 0 0 0 BRAD MILHAUSER PRESIDENT 4.00 0 0 0 KRISTINA GREGG PRESIDENT ELECT 4.00 0 0 0 MARK WALTERS SECRETARY 4.00 0 0 0 LEONARD A GERONEMUS TREASURER 4.00 0 0 0 X 0 0 0 0 0 0 0 0 FL LEONARD GERONEMUS CPA 2505 NW BOCA RATON BLVD STE 202 BOCA RATON FL 33431 5612411040 0 0 0 0 0 0 0 1 X 68214 71921 82343 98162 100900 421540 68214 71921 82343 98162 100900 421540 0 0 0 421540 5 3 4 7 9 28 5 3 4 7 9 28 68219 71924 82347 98169 100909 421568 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: BOCA RATON REGIONAL HOSPITAL FOUNDATION. DATE OF GIFT: 10/31/19. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: GEORGE SNOW SCHOLARSHIP FUND. DATE OF GIFT: 11/05/19. AMOUNT GIVEN: 1,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 2,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK AND CARD FEES. AMOUNT: 3,395. DESCRIPTION: INSURANCE. AMOUNT: 2,039. DESCRIPTION: SECRETARIAL SERVICES. AMOUNT: 8,900. DESCRIPTION: POSTAGE AND SUPPLIES. AMOUNT: 114. DESCRIPTION: MEMBERSHIP FEES. AMOUNT: 3,422. DESCRIPTION: BUSINESS TAXES. AMOUNT: 61. DESCRIPTION: MEETINGS AND NETWORKING EVENTS. AMOUNT: 32,438. DESCRIPTION: EDUCATION. AMOUNT: 210. DESCRIPTION: PHOTOGRAPHY. AMOUNT: 1,825. DESCRIPTION: INTERNET EXPENSES. AMOUNT: 32. DESCRIPTION: SPEAKER FEES AND EXPENSES. AMOUNT: 3,784. TOTAL TO FORM 990-EZ, LINE 16: 56,220. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ADVANCE PAYMENTS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,278. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: DEFERRED CONTRIBUTIONS. BEG. OF YEAR AMOUNT: 5,000. 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.