2015-02-16T08:48:27-06:00 2014-06-30 043077056 MOODY FAMIGLIETTI & ANDRONICO LLP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2013-07-01 454028240 BOSTON ESTATE PLANNING COUNCIL INC BOST 7818766217 401 EDGEWATER PLACE NO 600 WAKEFIELD MA 01880 DEIRDRE PRESCOTT CURRENT PRESIDENT 7818766217 2015-02-10 1 JOYCE RIPIANZI CPA P00548581 9785575300 2013 2016-02-25 16:41:14Z DEIRDRE PRESCOTT 401 EDGEWATER PLACE NO 600 WAKEFIELD MA 01880 675447 0 X BEPC.ORG X 1930 MA THE BOSTON ESTATE PLANNING COUNCIL IS A MULTI-DISCIPLINARY COMMUNITY OF OVER 700 ESTATE AND WEALTH PLANNING PROFESSIONALS. THE COUNCIL PROVIDES EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES TO HELP ITS MEMBERS BUILD AND STRENGTHEN RELATIONSHIPS, LEARN ABOUT IDEAS AND STRATEGIES, AND SHARE THOUGHT LEADERSHIP. THE PRINCIPAL OBJECTIVES OF THE COUNCIL ARE AS FOLLOWS:-TO FOSTER A BETTER UNDERSTANDING OF THE RELATIONSHIP AMONG ESTATE AND WEALTH PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES AND TO BRING THOSE SPECIALISTS TOGETHER IN ONE ASSOCIATION;-TO FURTHER THE EDUCATION OF MEMBERS IN MATTERS OF ESTATE AND WEALTH PLANNING;-TO ENCOURAGE THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT; AND-TO HELP THE MEMBERS RENDER THE HIGHEST QUALITY OF SERVICE TO CLIENTS;-TO ADVANCE PUBLIC KNOWLEDGE OF THE CONCEPT AND BENEFITS OF ESTATE PLANNING. 18 18 0 0 0 0 418488 446515 156600 225987 1612 2945 0 0 576700 675447 0 0 0 0 0 0 0 0 0 495434 574521 495434 574521 81266 100926 410218 716460 77165 282481 333053 433979 X THE BOSTON ESTATE PLANNING COUNCIL IS A MULTI-DISCIPLINARY COMMUNITY OF OVER 700 ESTATE AND WEALTH PLANNING PROFESSIONALS. THE COUNCIL PROVIDES EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES TO HELP ITS MEMBERS BUILD AND STRENGTHEN RELATIONSHIPS, LEARN ABOUT IDEAS AND STRATEGIES, AND SHARE THOUGHT LEADERSHIP. THE PRINCIPAL OBJECTIVES OF THE COUNCIL ARE AS FOLLOWS:-TO FOSTER A BETTER UNDERSTANDING OF THE RELATIONSHIP AMONG ESTATE AND WEALTH PLANNING SPECIALISTS FROM DIFFERENT DISCIPLINES AND TO BRING THOSE SPECIALISTS TOGETHER IN ONE ASSOCIATION;-TO FURTHER THE EDUCATION OF MEMBERS IN MATTERS OF ESTATE AND WEALTH PLANNING;-TO ENCOURAGE THE HIGHEST STANDARDS OF PROFESSIONAL AND ETHICAL CONDUCT; AND-TO HELP THE MEMBERS RENDER THE HIGHEST QUALITY OF SERVICE TO CLIENTS;-TO ADVANCE PUBLIC KNOWLEDGE OF THE CONCEPT AND BENEFITS OF ESTATE PLANNING. 0 0 PROVIDE EDUCATIONAL PROGRAMS AND NETWORKING OPPORTUNITIES FOR ESTATE PLANNING PROFESSIONALS IN THE COMMUNITY. MAINTAIN OVER 700 MEMBERS, WHO REPRESENT A BROAD RANGE OF PRACTICES AND BENEFIT FROM GETTING TO KNOW EACH OTHER AND RESPECT EACH OTHER THROUGH AN INCREASED AWARENESS AND UNDERSTANDING OF THE VIEWS, CONCERNS AND VALUABLE INTERACTION OF THEIR OVERLAPPING SPECIALTIES. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 X 18 18 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X VIRTUAL INC 7818766217 401 EDGEWATER PLACE NO 600 WAKEFIELD MA 01880 X KURT STEINKRAUSS IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 DEIRDRE PRESCOTT VICE PRESIDENT 1.00 X X 0 0 0 TIMOTHY MCBRIDE TREASURER 1.00 X X 0 0 0 JUDITH SAXE PRESIDENT 1.00 X X 0 0 0 SARAH ALLEN DIRECTOR 1.00 X 0 0 0 DALE EDMUNDS DIRECTOR 1.00 X 0 0 0 JOSHUA MILLER DIRECTOR 1.00 X 0 0 0 LISA BURNS DIRECTOR 1.00 X 0 0 0 STEVEN CARR DIRECTOR 1.00 X 0 0 0 GEORGE CUSHING DIRECTOR 1.00 X 0 0 0 PAMELA MURRAY DIRECTOR 1.00 X 0 0 0 ADRIENNE PENTA DIRECTOR 1.00 X 0 0 0 KELLY AYLWARD DIRECTOR 1.00 X 0 0 0 RICHELLE MAGUIRE DIRECTOR 1.00 X 0 0 0 SCOTT SQUILLACE DIRECTOR 1.00 X 0 0 0 CONNELL TARR DIRECTOR 1.00 X 0 0 0 STEPHEN WILCHINS DIRECTOR 1.00 X 0 0 0 DANIEL FLANAGAN SECRETARY 1.00 X X 0 0 0 0 0 0 0 0 0 0 VIRTUAL INC 401 EDGEWATER PLACE SUITE 600 WAKEFIELD MA 01880 MANAGEMENT FEE 199650 1 226265 220250 446515 NETWORKING EVENTS 900099 196087 196087 EDUCATION PROGRAMS 900099 29900 29900 225987 2945 2945 675447 225987 0 2945 198430 307 16900 15545 1023 11873 3227 6394 3928 AWARDS AND RECOGNITION 140063 EDUCATIONAL MATERIALS 127231 NETWORKING EVENTS 29375 CREDIT CARD PROCESSING 16238 3987 574521 49760 219118 341612 469558 14250 23205 4596 4579 410218 716460 35720 144386 41445 138095 77165 282481 X 333053 433979 333053 433979 410218 716460 100926 0 X 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION OUTSOURCES MANAGEMENT DUTIES TO VIRTUAL, INC. VIRTUAL PROVIDES THE ORGANIZATION WITH MANAGEMENT SERVICES INCLUDING OVERSIGHT OF MEMBERSHIP, PROGRAMS, FINANCE AND ADMINISTRATION. FORM 990, PART VI, SECTION A, LINE 6 UPON APPLICATION AND ACCEPTANCE, ANY OFFICER OF A TRUST COMPANY, ATTORNEY, CPA, CLU, CFP, CHFC, PFS, AEP, CFA, CTFA, OR THE HOLDER OF A MASTERS DEGREE IN BUSINESS, FINANCE, TAX, OR ACCOUNTING WHO IS DIRECTLY INVOLVED IN ESTATE PLANNING MAY BECOME A FULL MEMBER OF THE COUNCIL, SUBJECT TO THE RECOMMENDATION OF THE MEMBERSHIP COMMITTEE AND VOTE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A FULL MEMBERS AND EMERITUS MEMBERS ARE ELIGIBLE TO VOTE FOR A BOARD OF DIRECTORS COMPRISED OF FIFTEEN (15) FULL MEMBERS (AT-LARGE DIRECTORS) AND OFFICERS. OFFICERS OF THE COUNCIL SHALL CONSIST OF A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A TREASURER AND A SECRETARY. FORM 990, PART VI, SECTION B, LINE 11 THE COUNCIL DISTRIBUTES THE FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY FOR REVIEW PRIOR TO THE GOVERNING BOARD MEETING PRECEEDING THE DATE THE FORM IS TO BE FILED. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS NONPROFIT PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: (A) ADEQUACY OF THE CONFLICT OF INTEREST POLICY AND SUFFICIENCY OF THE ORGANIZATION'S COMPLIANCE WITH THE POLICY; (B) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND ARE APPROVED PURSUANT TO APPROPRIATE PROCEDURES; (C) WHETHER ANY OTHER FINANCIAL OR DUALITY INTERESTS WITH RESPECT TO DIRECTORS, TRUSTEES, OFFICERS, MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS, AND SENIOR EMPLOYEES ARE IN THE BEST INTEREST OF THE ORGANIZATION AND APPROVED PURSUANT TO APPROPRIATE PROCEDURES; AND (D) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATIONS WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENTS OR PAYMENTS FOR GOOD OR SERVICES, FURTHER THE ORGANIZATIONS TAX-EXEMPT PURPOSE AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.