2020-01-21T13:37:24-06:00 2019-06-30 382777985 CROSKEY LANNI PC 2505 NW BOCA RATON BLVD SUITE 202 BOCA RATON FL 33431 990EZ 2018-07-01 592648074 GREATER BOCA RATON ESTATE PLANNING COUNCIL INC GREA 5612411040 8597 DREAMSIDE LANE BOCA RATON FL 33496 LEONARD A GERONEMUS TREASURER 5612411040 2020-01-21 1 LEONARD A GERONEMUS CPA P00010935 5612411040 2020-01-21 174.136.130.227 2020-01-21 13:36:52 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0819D1D5138AA87AABE4B87F1A8309C250114BD0 2018 2020-09-23 17:36:50Z X X WWW.BOCARATONEPC.ORG X X 101933 X 38732 59430 7 3764 17039 -13275 84894 1500 60427 61927 22967 27559 0 50526 X 26159 55526 2500 0 28659 55526 1100 5000 27559 50526 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. PROVIDED GRANTS TO LOCAL UNIVERSITIES FOR STUDENTS ENTERING PROFESSIONAL FIELDS AND TO FOUNDATIONS FOR SUPPORTING STUDENTS ENTERING PROFESSIONAL FIELDS. 1500 1500 PROVIDED CONTINUING EDUCATION PROGRAMS FOR 198 MEMBERS AND A COMMUNAL FORUM FOR PARTICIPANTS WITHIN THE ESTATE PLANNING COMMUNITY. 0 65845 67345 X JULIE CLAIRMONT SHIDE DIRECTOR 2.00 0 0 0 MARK SCHAUM DIRECTOR 2.00 0 0 0 JAY PALMESI DIRECTOR 2.00 0 0 0 JONATHAN GREENE DIRECTOR 2.00 0 0 0 JOSHUA GOLDGLANTZ DIRECTOR 2.00 0 0 0 LAUREN GALVANI DIRECTOR 2.00 0 0 0 NATHAN BROWN DIRECTOR 2.00 0 0 0 LESLIE MCCULLOUGH VICE PRESIDENT - SPONSORSHIPS 4.00 0 0 0 DANIEL FLEISCHER VICE PRESIDENT - TECHNOLOG 4.00 0 0 0 KRISTINA GREGG VICE PRESIDENT - MEMBERSHI 4.00 0 0 0 LEONARD A GERONEMUS TREASURER 4.00 0 0 0 MARK WALTERS SECRETARY 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 320640 68214 71921 82343 98162 320640 0 0 0 320640 5 3 4 7 19 5 3 4 7 19 68219 71924 82347 98169 320659 0.99990 0.99990 0.00010 0.00010 X MEMBERSHIP DINNERS & EVENTS 42496 38732 3764 17039 42496 38732 3764 17039 17039 -13275 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 7. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: GEORGE SNOW SCHOLARSHIP FUND. DATE OF GIFT: 10/19/18. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK AND CARD FEES. AMOUNT: 2,807. DESCRIPTION: INSURANCE. AMOUNT: 1,700. DESCRIPTION: SECRETARIAL SERVICES. AMOUNT: 9,000. DESCRIPTION: POSTAGE AND SUPPLIES. AMOUNT: 600. DESCRIPTION: MEMBERSHIP FEES. AMOUNT: 7,975. DESCRIPTION: BUSINESS TAXES. AMOUNT: 61. DESCRIPTION: MEETINGS. AMOUNT: 36,014. DESCRIPTION: EDUCATION. AMOUNT: 650. DESCRIPTION: FILING FEES. AMOUNT: 675. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 945. TOTAL TO FORM 990-EZ, LINE 16: 60,427. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PREPAID MEETING EXPENSE. BEG. OF YEAR AMOUNT: 2,500. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: DEFERRED CONTRIBUTIONS. BEG. OF YEAR AMOUNT: 1,100. END OF YEAR AMOUNT: 5,000. 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.