2024-12-24T12:08:36-06:00 2024-04-30 872525370 CITRIN COOPERMAN ADVISORS LLC 1133 WESTCHESTER AVE SUITE N-328 WHITE PLAINS NY 10601 990EZ 2023-05-01 237129676 ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY INC ESTA 9144757962 333 MAMARONECK AVE 330 WHITE PLAINS NY 10605 YVETTE-MICHELLE WYNN PRESIDENT 9144757962 2024-12-11 1 0 BERNADETTE SCHOPFER P00578448 9149492990 2024-12-11 2023 2024-10-15 13:58:12Z X X X WWW.EPCWC.ORG X X 50710 X 3500 7530 39663 17 50710 6851 35966 42817 7893 60712 0 68605 X 60797 68735 60797 68735 85 130 60712 68605 X STRIVES TO FOSTER UNDERSTANDING OF THE PROPER RELATIONSHIP BETWEEN THE FUNCTIONS OF THE LIFE INSURANCE UNDERWRITER, TRUST OFFICERS, ATTORNEY, ACCOUNTANT, AND ANY OTHER PARTIES HAVING TO DO WITH ESTATE PLANNING, AND TO ENCOURAGE CO-OPERATION OF THE PERSONS ACTING UNDER THESE DISCIPLINES. MEETINGS AND EVENTS ON TOPICS OF INTEREST TO ESTATE PLANNING PROFESSIONALS 0 22171 22171 X EDWARD AVERY DIRECTOR 1.00 0 0 0 PAUL M MILLMAN DIRECTOR THRU 6/30/23 1.00 0 0 0 JOANNE BRADY DIRECTOR THRU 6/30/23 1.00 0 0 0 BHARTI GUPTA DIRECTOR 1.00 0 0 0 LISA KEATING-GRADILONE DIRECTOR 1.00 0 0 0 MARA RABIN DIRECTOR THRU 6/30/23 1.00 0 0 0 ELYSE L SCHAJER DIRECTOR 1.00 0 0 0 GINA SINON DIRECTOR THRU 6/30/23 1.00 0 0 0 ELAINE M KATZ DIRECTOR 2.00 0 0 0 JENNIFER K PITMAN DIRECTOR THRU 6/30/23 1.00 0 0 0 SANJIV K JASWAL DIRECTOR 1.00 0 0 0 PATTL IENGO DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 NY THE ORGANIZATION 333 MAMARONECK AVE 330 WHITE PLAINS NY 10605 9144757962 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 17. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEES. AMOUNT: 1,801. DESCRIPTION: BOOKKEEPING. AMOUNT: 2,750. DESCRIPTION: MEETING EXPENSES. AMOUNT: 20,371. DESCRIPTION: COMPUTER & INTERNET. AMOUNT: 2,195. DESCRIPTION: CERTIFIED FINANCIAL PLANNER BOARD DUES. AMOUNT: 4,065. DESCRIPTION: INSURANCE. AMOUNT: 1,575. DESCRIPTION: ORGANIZATIONAL BOARD MEETING. AMOUNT: 2,111. DESCRIPTION: WEBSITE. AMOUNT: 1,098. TOTAL TO FORM 990-EZ, LINE 16: 35,966. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 85. END OF YEAR AMOUNT: 130. 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.