2018-01-23T14:01:29-06:00 2017-06-30 591262947 Gerson Preston 7777 Glades Road Suite 204 Boca Raton FL 33434 990EZ 2016-07-01 592648074 Greater Boca Raton Estate Planning Council Inc GREA 5615441010 8597 Dreamside Lane Boca Raton FL 33496 Clifford S Gelber Treasurer 5615441010 2018-01-23 1 Clifford S Gelber CPA P00747918 5613929059 69.195.240.228 2018-01-23 15:00:20 ES P A14915B84AF7CA7441961FCDB3BF8864CF640D53 8AE522E0A95D98C9C18B6EC0BB6A0A39A9AEC897 2016 2021-01-29 14:40:06Z X X X www.bocaratonepc.org X X 71924 X 20261 51660 3 71924 6000 76155 82155 -10231 24884 0 14653 X 43372 12528 0 2500 43372 15028 18488 375 24884 14653 X To Provide a better understanding of the services which professionals in the estate and financial planning fields can render for their clients and the general public.To promote cooperation among professionals in the estate and financial planning fields and to foster a better understanding of the proper relationship which such professionals bear to each other, their clients and the general public. Provided grants to local universities for students entering professional fields and to foundations for supporting students entering professional fields 6000 6000 6000 Eamonn W Gunther President 4.00 0 0 0 Scott L Goldberger President-Elect 4.00 0 0 0 Brad H Milhauser Vice President 2.00 0 0 0 Justin Savioli Vice President 2.00 0 0 0 Catrina Crowe Vice President 2.00 0 0 0 Samuel Katz Secretary 2.00 0 0 0 Clifford Gelber Treasurer 2.00 0 0 0 Brian K Duffey Past President 0.00 0 0 0 X 0 0 0 0 0 0 0 0 Leonard Geronemus CPA 2505 NW Boca Raton Blvd Boca Raton FL 33431 5612411040 0 0 0 0 0 0 0 0 1 X 68214 71921 140135 68214 71921 140135 0 0 0 140135 5 3 8 5 3 8 68219 71924 140143 0.99990 0.00010 X Form 990-EZ, Part I, Line 4 - Other Investment Income Description: Interest Income. Amount: 3. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: . Grantee Name: Lynn University. Amount Given: 1,750. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: . Grantee Name: FAU Foundation. Amount Given: 1,750. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: . Grantee Name: Boca Raton Regional Hospital. Amount Given: 2,500. Total included on Form 990-EZ, line 10: 6,000. Form 990-EZ, Part I, Line 16 - Other Expenses Description: Bank and Card Fees. Amount: 1,904. Description: Director Plaques. Amount: 407. Description: Insurance. Amount: 1,532. Description: Speakers Expense. Amount: 11,800. Description: Secretarial Services. Amount: 7,100. Description: Postage and Supplies. Amount: 974. Description: Membership Fees. Amount: 2,380. Description: Business Taxes. Amount: 61. Description: Meetings Expense. Amount: 44,953. Description: Public Relations. Amount: 1,500. Description: NAEPC Conference. Amount: 2,230. Description: Education. Amount: 1,102. Description: Honorariums. Amount: 212. Total to Form 990-EZ, line 16: 76,155. Form 990-EZ, Part II, Line 24 - Other Assets Description: Prepaid meeting expense. Beg. of Year Amount: 0. End of Year Amount: 2,500. Form 990-EZ, Part II, Line 26 - Other Liabilities Description: Accounts Payable and Accrued Expenses. Beg. of Year Amount: 18,488. End of Year Amount: 375. 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.