Nonprofit · EIN 45-4028240
BOSTON ESTATE PLANNING COUNCIL INC
Tax-exempt · BOXBOROUGH, MA 01719
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $658,092 | $762,430 | -$104,338 | $739,850 | $170,559 | $569,291 |
| June 30, 2024 | 990 | $615,300 | $598,169 | $17,131 | $840,519 | $166,890 | $673,629 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $324,690
- Program service revenue
- $313,766
- Investment income
- $15,871
- Other revenue
- $3,765
Expenses
- Grants and similar amounts paid
- $1,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,017
- Travel
- $5,031
Balance sheet and other
- Total assets, start of year
- $840,519
- Total assets, end of year
- $739,850
- Total liabilities, end of year
- $170,559
- Net assets, end of year
- $569,291
- Net assets without donor restrictions
- $569,291
- Gross unrelated business income
- $3,765
- Gross receipts
- $658,092
- Employees
- 0
- Volunteers
- 130
- Year formed
- 1930
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALISA KIM O'NEIL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| RICHELLE MAGUIRE | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| THOMAS FRANCIONE | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| BARBARA TARGUM | TREASURER Trustee or director, Officer | 1 | $0 |
| KATHERINE M SHEEHAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| GERALD BAKER | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER CIVITELLA HILARIO | DIRECTOR Trustee or director | 1 | $0 |
| BRANDON FINK | DIRECTOR Trustee or director | 1 | $0 |
| DARA LYNN FREYTAG | DIRECTOR Trustee or director | 1 | $0 |
| MITCHELL HALPERN | DIRECTOR Trustee or director | 1 | $0 |
| NICOLE JACKSON LESLIE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID KEEFE | DIRECTOR Trustee or director | 1 | $0 |
| AMY PHELAN | DIRECTOR Trustee or director | 1 | $0 |
| KATHLEEN SABLONE | DIRECTOR Trustee or director | 1 | $0 |
| MAUREEN VILLADELGADO | DIRECTOR Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE VON KOHORN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHELLE MAGUIRE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BETH MILKOVITS | PAST PRESIDE Trustee or director, Officer | 1 | $0 |
| ALISA KIM O'NEIL | PRESIDENT EL Trustee or director, Officer | 1 | $0 |
| DEB WHITNEY | TREASURER Trustee or director, Officer | 1 | $0 |
| TOM FRANCIONE | SECRETARY Trustee or director, Officer | 1 | $0 |
| BRETT BARTHELMEH | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER CIVITELLA HILARIO | DIRECTOR Trustee or director | 1 | $0 |
| MARLEE COWAN | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY GATELY | DIRECTOR Trustee or director | 1 | $0 |
| MITCHELL HALPERN | DIRECTOR Trustee or director | 1 | $0 |
| NICOLE JACKSON LESLIE | DIRECTOR Trustee or director | 1 | $0 |
| DAVID KEEFE III | DIRECTOR Trustee or director | 1 | $0 |
| KATHLEEN SABLONE | DIRECTOR Trustee or director | 1 | $0 |
| KATHERINE M SHEEHAN | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG STANDISH | DIRECTOR Trustee or director | 1 | $0 |
| MAUREEN VILLADELGADO | DIRECTOR Trustee or director | 1 | $0 |
| KATIE VON KOHORN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 85 SWANSON RD STE 135, BOXBOROUGH, MA 01719-1443
- In care of
- % THOMAS W BISHOP
- Mailing address (990-N for 2011)
- 401 Edgewater Place Suite 600, Wakefield MA 01880
- Principal officer (990 for 2024)
- THOMAS FRANCIONE, 85 SWANSON ROAD SUITE 135, BOXBOROUGH, MA 01719
- Principal officer (990-N for 2011)
- Kurt Steinkrauss, One Financial Center, Boston MA 02111
- Signed the 990
- THOMAS FRANCIONE, PRESIDENT
- Phone
- (978) 364-5170
- Website
- www.bepc.org
- Return prepared by
- GRASSI & CO CPA'S PC
Mission
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.
Program accomplishments
- FURTHER THE EDUCATION AND FOSTER NETWORKING AMONGST ESTATE AND WEALTH PLANNING PROFESSIONALS BY PROVIDING EDUCATIONAL PROGRAM AND NETWORKING OPPORTUNITIES.Expenses $402,218 · revenue $111,705
- 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.Expenses $156,206 · grants $1,000 · revenue $202,061
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-4028240
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $739,850
- Income (IRS master file)
- $658,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $658,092 | $762,430 | $739,850 | XML |
| 990 | June 2024 | $615,300 | $598,169 | $840,519 | XML |
| 990 | June 2023 | $631,103 | $580,318 | $819,454 | IRS |
| 990 | June 2022 | $595,613 | $507,037 | $768,111 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Kurt Steinkrauss | June 30, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-4028240).
Questions about BOSTON ESTATE PLANNING COUNCIL INC
- What is the EIN of BOSTON ESTATE PLANNING COUNCIL INC?
- The employer identification number (EIN) of BOSTON ESTATE PLANNING COUNCIL INC is 45-4028240.
- Is BOSTON ESTATE PLANNING COUNCIL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2013.
- Are donations to BOSTON ESTATE PLANNING COUNCIL INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BOSTON ESTATE PLANNING COUNCIL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BOSTON ESTATE PLANNING COUNCIL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOSTON ESTATE PLANNING COUNCIL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BOSTON ESTATE PLANNING COUNCIL INC?
- The 990 for the year ended June 30, 2025 names THOMAS FRANCIONE.
- Who are the officers and directors of BOSTON ESTATE PLANNING COUNCIL INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does BOSTON ESTATE PLANNING COUNCIL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $658,092, expenses of $762,430 and total assets of $739,850 at year end.
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