2026-03-23T16:48:25-05:00 2025-06-30 113266576 GRASSI & CO CPA'S PC 6 OMNI WAY SUITE 201 CHELMSFORD MA 01824 990 2024-07-01 454028240 BOSTON ESTATE PLANNING COUNCIL INC BOST 9783645170 85 SWANSON ROAD SUITE 135 BOXBOROUGH MA 01719 THOMAS FRANCIONE PRESIDENT 9783645170 2026-03-14 1 0 BRENDAN E TOOLIN P01323447 9784522500 2026-03-14 2024 2025-03-06 01:10:19Z X THOMAS FRANCIONE 85 SWANSON ROAD SUITE 135 BOXBOROUGH MA 01719 658092 0 X BEPC.ORG X 1930 MA BEPC IS A COMMUNITY OF DYNAMIC, DIVERSE AND COLLABORATIVE PROFESSIONALS DEDICATED TO ADVANCING THE FIELD OF ESTATE PLANNING THROUGH: FOSTERING CONNECTIONS WITHIN THE COUNCIL; EDUCATIONAL PROGRAMMING AND PROFESSIONAL DEVELOPMENT FOR EVERY STAGE OF ONE'S CAREER; THOUGHT LEADERSHIP TO PROMOTE SUBJECT MATTER EXPERTISE; AND MEANINGFUL SERVICE AND COLLABORATIVE PARTNERSHIPS. 16 16 0 130 3765 2765 299890 324690 301292 313766 14118 15871 0 3765 615300 658092 1021 1000 0 0 0 0 0 0 0 597148 761430 598169 762430 17131 -104338 840519 739850 166890 170559 673629 569291 X BEPC IS A COMMUNITY OF DYNAMIC, DIVERSE AND COLLABORATIVE PROFESSIONALS DEDICATED TO ADVANCING THE FIELD OF ESTATE PLANNING THROUGH: FOSTERING CONNECTIONS WITHIN THE COUNCIL; EDUCATIONAL PROGRAMMING AND PROFESSIONAL DEVELOPMENT FOR EVERY STAGE OF ONE'S CAREER; THOUGHT LEADERSHIP TO PROMOTE SUBJECT MATTER EXPERTISE; AND MEANINGFUL SERVICE AND COLLABORATIVE PARTNERSHIPS. 0 0 402218 111705 FURTHER THE EDUCATION AND FOSTER NETWORKING AMONGST ESTATE AND WEALTH PLANNING PROFESSIONALS BY PROVIDING EDUCATIONAL PROGRAM AND NETWORKING OPPORTUNITIES. 156206 1000 202061 MAINTAIN OVER 700 MEMBERS, WHO REPRESENT A BROAD RANGE OF PRACTICES AND BENEFIT FROM BUILDING RELATIONSHIPS AMONG SPECIALISTS FROM DIFFERENT DISCIPLINES AND ADVANCING KNOWLEDGE OF THE CONCEPT AND BENEFITS OF ESTATE PLANNING. 558424 0 1 0 1 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 5 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BARCAMI LANE INC 9783645170 85 SWANSON ROAD SUITE 135 BOXBOROUGH MA 01719 X ALISA KIM O'NEIL PRESIDENT 1.00 X X 0 0 0 RICHELLE MAGUIRE PAST PRESIDENT 1.00 X X 0 0 0 THOMAS FRANCIONE PRESIDENT ELECT 1.00 X X 0 0 0 BARBARA TARGUM TREASURER 1.00 X X 0 0 0 KATHERINE M SHEEHAN SECRETARY 1.00 X X 0 0 0 GERALD BAKER DIRECTOR 1.00 X 0 0 0 JENNIFER CIVITELLA HILARIO DIRECTOR 1.00 X 0 0 0 BRANDON FINK DIRECTOR 1.00 X 0 0 0 DARA LYNN FREYTAG DIRECTOR 1.00 X 0 0 0 MITCHELL HALPERN DIRECTOR 1.00 X 0 0 0 NICOLE JACKSON LESLIE DIRECTOR 1.00 X 0 0 0 DAVID KEEFE DIRECTOR 1.00 X 0 0 0 AMY PHELAN DIRECTOR 1.00 X 0 0 0 KATHLEEN SABLONE DIRECTOR 1.00 X 0 0 0 MAUREEN VILLADELGADO DIRECTOR 1.00 X 0 0 0 KATHERINE VON KOHORN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 BARCAMI LANE INC 85 SWANSON ROAD SUITE 135 BOXBOROUGH MA 01719 MANAGEMENT 243432 1 324690 324690 MEMBERSHIP DUES 900099 202061 202061 NETWORKING & EDUCATION 900099 111705 111705 313766 15871 15871 CAREER CENTER 900099 3765 3765 3765 658092 313766 3765 15871 1000 243432 7017 42365 7044 17288 6062 5031 37063 11371 NETWORKING EVENTS 358511 CREDIT CARD PROCESSING 23150 COMMITTEE EXPENSES 3096 762430 221482 96520 590636 606507 10243 11240 18158 25583 840519 739850 5664 11996 161226 158563 166890 170559 X 673629 569291 673629 569291 840519 739850 -104338 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION OUTSOURCES MANAGEMENT DUTIES TO BARCAMI LANE, INC. BARCAMI LANE PROVIDES THE ORGANIZATION WITH MANAGEMENT SERVICES INCLUDING FINANCE AND ACCOUNTING, MARKETING, INFORMATION TECHNOLOGY SUPPORT, MEMBERSHIP SUPPORT, AND COMMUNICATION SERVICES. 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 MASTER'S 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 OFDIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A FULL MEMBERS AND EMERITUS MEMBERS ARE ELIGIBLE TO VOTE FOR A BOARD OF DIRECTORS COMPRISED OF SEVENTEEN (17) FULL MEMBERS (AT-LARGE DIRECTORS) AND OFFICERS. OFFICERS OF THE COUNCIL SHALL CONSIST OF A PRESIDENT, A PRESIDENT-ELECT, A PAST PRESIDENT, A TREASURER AND SECRETARY. FORM 990, PART VI, SECTION B, LINE 11B THE COUNCIL DISTRIBUTES THE FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY FOR REVIEW PRIOR TO THE GOVERNING BOARD MEETING PRECEDING 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 REVIEW SHALL, AT MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: (A) ADEQUACY OFTHE 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 INTEREST WITH RESPECT TO DIRECTORS, TRUSTEES, OFFICERS, MEMBER 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 ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENTS OR PAYMENTS FOR GOOD OR SERVICES, FURTHER THE ORGANIZATION'S 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.