2014-12-03T11:52:18-08:00 2014-05-31 O'KEEFE CPA LLC 375 FULTON ST FARMINGDALE NY 117353454 990EZ 2013-06-01 136162135 Estate Planning Council of NYC Inc ESTA 8552930784 1450 Western Avenue Albany NY 122033539 GEOFF SARGEANT TREASURER 8552930784 2014-11-21 true TIMOTHY O'KEEFE 5165864940 2013 2015-11-30 17:44:51Z X X www.epcnyc.com X X 157116 X 0 62335 94535 139 0 0 0 0 0 0 0 0 107 157116 5500 199767 205267 -48151 276156 4846 232851 X 341889 308734 10094 341889 318828 65733 85977 276156 232851 See Attached Per Schedule O MEETINGS AND DISCUSSIONS OF VARIOUS ESTATE PLANNING TOPICS INCLUDING THE ESTATE PLANNERS DAY EVENT. GABE WOLOSKY President 2.00 0 STEVEN JAY LITNER VP 2.00 0 DANIEL S RUBIN Treasurer 2.00 0 GEOFFREY SARGEANT Sect 2.00 0 PETER CULVER Past Pres 2.00 0 MARIE ARRIGO Dir 2.00 0 DONNA PALUMBO Dir 2.00 0 MICHAEL MARKIEWICZ Dir 2.00 0 MICHAEL BURKE Dir 2.00 0 JEFFREY CHANG Dir 2.00 0 ANGELA LO Dir 2.00 0 MICHAEL LIEBESKIND Dir 2.00 0 JOAN ANTONIELLO Dir 2.00 0 DAVID WEINSTOCK Dir 2.00 0 MICHAEL ARELIN Dir 2.00 0 JACQUELINE VALOUCH Dir 2.00 0 ELLYN KRAVTIZ Dir 2.00 0 false false false true false false false false JON MURRAY ADMINISTRATOR 1450 Western Ave STE 101 Albany NY 12203 8552930784 false false false false false false false false true false PT I, Line 16 See attached details. PT II, Line 24 See attached details. PT II, Line 26 See attached details. Pt I, Line 8 See atatched details. PT III Exempt Purpose To provide a better understanding of the estate planning PT III Exempt Purpose services provided by accountants, attorneys, life underwriters PT III Exempt Purpose and trust officers and to promote cooperation among PT III Exempt Purpose these groups. To provide a medium for discussion of PT III Exempt Purpose topics of common interest. Form 990EZ, Part I, Line 8 OTHER 107. Form 990EZ, Part I, Line 16 EPD 84517. MEETINGS 52529. MANAGEMENT FEES 43200. TELEPHONE 383. CREDIT CARDS FEES/BANK CHARGES 4580. INSURANCE 872. OFFICE SUPPLIES 1069. WEBSITE 3330. CE FILING FEES 1680. OTHER 7607. Form 990EZ, Part I, Line 20 PRIOR PERIOD ADJUSTMENT 4846. Form 990EZ, Part II, Line 24 RECEIVABLES 4175. PREPAID EXPENSES 4919. OTHER RECEIVABLES 1000. Form 990EZ, Part II, Line 26 AP & ACCRUED EXPENSES 18133. 50577. DEFERRED REVENUE 47600. 35400. Form 990, Part IX, Line 24f WEBSITE MISCELLANEOUS CE FILING FEES OTHER OFFICE