STRATEGY STUDIO / PUBLIC DATA EXPLORER

GREATER BOCA RATON ESTATE PLANNING COUNCIL INC: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
GREATER BOCA RATON ESTATE PLANNING COUNCIL INC (EIN 59-2648074)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-15
IRS object ID
201233209349201108
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T08:47:56-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN010720052EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MORRISON BROWN ARGIZ & FARRA LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1225 NE MIZNER BLVD SUITE 685AddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33432ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN592648074EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GREATER BOCA RATON ESTATE PLANNING COUNCIL INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGREANameControl
Phone5619092100Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O MARJORIE HORWIN 225 NE MIZNERAddressLine1
Address Line2BLVD NO 685AddressLine2
CityBOCA RATONCity
StateFLState
ZIP Code33432ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARJORIE HORWINName
TitleTREASURERTitle
Phone5619092100Phone
Date Signed2012-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone5619092100Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Schedule B Not RequiredXScheduleBNotRequired
Web SiteWWW.BOCARATONEPC.ORGWebSite
Organization501cXOrganization501c
Gross Receipts61821GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc16265ContributionsGiftsGrantsEtc
Membership Dues45541MembershipDues
Investment Income15InvestmentIncome
Total Revenue61821TotalRevenue
Grants And Similar Amounts Paid12500GrantsAndSimilarAmountsPaid
Salaries Other Comp Empl Benefits5400SalariesOtherCompEmplBenefits
Printing Publications Postage1138PrintingPublicationsPostage
Other Expenses Total49823OtherExpensesTotal
Total Expenses68861TotalExpenses
Excess Or Deficit For Year-7040ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY39482NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY32442NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY39812BOY
EOY32442EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY39812BOY
EOY32442EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY330BOY
EOY0EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY39482BOY
EOY32442EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeORGANIZATION'S PRIMARY EXEMPT PURPOSE: TO PROVIDE A BETTER UNDERSTANDING OF THE SERVICES WHICH PROFESSIONALS IN THE ESTATE & FINANCIAL PLANNING FIELDS CAN RENDER FOR THEIR CLIENTS AND THE GENERAL PUBLIC.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (3 entries)

Description Program Service AccomDescriptionProgramServiceAccomGrants And AllocationsGrantsAndAllocationsProgram Service ExpensesProgramServiceExpenses
PROVIDED GRANTS TO LOCAL UNIVERSITIES FOR STUDENTS ENTERING THE PROFESSIONAL FIELDS00
PROVIDED GRANTS TO LOCAL UNIVERSITIES AND HIGH SCHOOLS FOR LIBRARIES00
PROVIDED EDUCATION TO MEMBERS00
FieldValueIRS element (for citing)
Info In Schedule O Part IVXInfoInScheduleOPartIV

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JAMES A BALLERANO JR
7777 GLADES RDSTE 209BOCA RATONFL33434PRESIDENT0.50000
LANNY K MARKS
7777 GLADES RDSTE 209BOCA RATONFL33434PRESIDENT-ELECT0.50000
BRIAN K DUFFEY
7777 GLADES RDSTE 209BOCA RATONFL33434VICE PRESIDENT-TECHNOLOGY0.50000
ALAN B ROSENTHAL
7777 GLADES RDSTE 209BOCA RATONFL334341ST VICE PRESIDENT -MEMBERSHIP0.50000
TERRI MURRU
7777 GLADES RDSTE 209BOCA RATONFL33434VICE PRESIDENT-PROGRAMS0.50000
DON LONDEREE
7777 GLADES RDSTE 209BOCA RATONFL33434VICE PRESIDENT-SPEAKERS BUREAU0.50000
PAUL E ROMAN
7777 GLADES RDSTE 209BOCA RATONFL33434SECRETARY0.50000
MARJORIE A HORWIN
7777 GLADES RDSTE 209BOCA RATONFL33434TREASURER0.50000
DEBBIE HAMMER
7777 GLADES RDSTE 209BOCA RATONFL33434DIRECTOR0.50000
IRA M HERSCHBEIN
7777 GLADES RDSTE 209BOCA RATONFL33434DIRECTOR0.50000
KRISTEN M LYNCH
7777 GLADES RDSTE 209BOCA RATONFL33434DIRECTOR0.50000
SETH A MARMOR
7777 GLADES RDSTE 209BOCA RATONFL33434DIRECTOR0.50000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Subject To Proxy Tax0SubjectToProxyTax
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MBAF LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1285 NE MIZNER BLVD SUITE 685AddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33432ZIPCode
FieldValueIRS element (for citing)
Telephone Number5619092100TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction With Control Entity0TransactionWithControlEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4INTEREST INCOME 15..
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: ATLANTIC COMMUNITY HIGH SCHOOL. GRANTEE ADDRESS: 2455 WEST ATLANTIC AVENUE DELRAY BEACH, FL 33445. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: BOCA RATON COMMUNITY HIGH SCHOOL. GRANTEE ADDRESS: 1501 NW 15TH CT BOCA RATON, FL 33486. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: FLORIDA ATLANTIC UNIVERSITY FOUNDATION. GRANTEE ADDRESS: 777 GLADES ROAD BOCA RATON, FL 33431. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 5,000.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: LYNN UNIVERSITY COLLEGE OF BUSINESS AND MGT. GRANTEE ADDRESS: 3601 NORTH MILITARY TRAIL BOCA RATON, FL 33431. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: OLYMPIC HEIGHTS COMMUNITY HIGH SCHOOL. GRANTEE ADDRESS: 20101 LYONS ROAD BOCA RATON, FL 33434. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: PALM BEACH STATE COLLEGE. GRANTEE ADDRESS: 4200 CONGRESS AVE LAKE WORTH, FL 33461. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: SPANISH RIVER COMMUNITY HIGH SCHOOL. GRANTEE ADDRESS: 5100 JOG ROAD BOCA RATON, FL 33496. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
GRANTS AND SIMILAR AMOUNTS PAIDFORM 990-EZ, PART I, LINE 10ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: WEST BOCA RATON COMMUNITY HIGH SCHOOL. GRANTEE ADDRESS: 12811 GLADES ROAD BOCA RATON, FL 33498. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,500.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: MEETING EXPENSES. AMOUNT: 41,728. DESCRIPTION: BANK CHARGES. AMOUNT: 6. DESCRIPTION: MERCHANT FEES. AMOUNT: 672. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 918. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 2,775. DESCRIPTION: INTERNET EXPENSE. AMOUNT: 1,600. DESCRIPTION: CONFERENCE. AMOUNT: 2,124. TOTAL TO FORM 990-EZ, LINE 16: 49,823.
OTHER LIABILITIESFORM 990-EZ, PART II, LINE 26DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 330. END OF YEAR AMOUNT: 0.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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.Declaration