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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 56-2382713

ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA

Tax-exempt · RICHMOND, VA 23229

Financials

$33K$47K2023$37K$43K2024
Revenue Expenses · by fiscal year end
Financials of ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$36,851$43,204-$6,353$32,293$0$32,293
June 30, 2024990-EZ$32,856$46,960-$14,104$38,646$0$38,646
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Membership dues
$36,851

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$500
Other expenses
$42,704

Balance sheet and other

Total assets, start of year
$38,646
Total assets, end of year
$32,293
Total liabilities, end of year
$0
Net assets, end of year
$32,293
Cash, savings and investments
$32,293
Gross receipts
$36,851

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN D DUNIIMMEDIATE PAST PRESIDENT1$0
BRYAN A STARKPRESIDENT1$0
LIZA BOWERSOXPROGRAMMING VCE PRES1$0
ASIF H CHARANIASECRETARY1$0
FRANCES F GOLDMANTREASURER1$0
MARGARET SMITHCHAIR, MEMBERSHIP COMMITTE1$0
SUSANNA B JONESAT LARGE MEMBER, MEMBERSHI1$0
LAUREN Z MOOREAT LARGE MEMBER, MEMBERSHI1$0
990-EZ for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
FRANCES F GOLDMANIMMEDIATE PRESIDENT1$0
JOHN D DUNIPRESIDENT1$0
KRISTEN FRANCES HAGERPROGRAMMING VCE PRES1$0
BRYAN A STARKSECRETARY1$0
LIZA BOWERSOXTREASURER1$0
ASIF H CHARANIACHAIR, MEMBERSHIP COMMITTEE1$0
MARGARET SMITHAT LARGE MEMBER, MEMBERSHIP1$0

Address and contacts

Address (IRS master file)
7705 YOLANDA RD, RICHMOND, VA 23229-4244
In care of
% MIKE GRACIK
Signed the 990-EZ
FRANCES F GOLDMAN, TREASURER
Phone
(804) 288-8480
Return prepared by
THE TAX COMPLEX LC

Mission

PRIMARY EXEMPT PURPOSE - TO PROVIDE A BETTER UNDERSTANDING OF ESTATE PLANNING TO MEMBERS AND THE GENERAL PUBLIC; TO EDUCATE THE MEMBERSHIP TO ASSIST THE PUBLIC.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • THE ORGANIZATION HOLDS 5 DINNER MEETINGS ANNUALLY WHERE MEMBERS MEET TO DISCUSS ESTATE PLANNING TOPICS AND INTERCHANGE INFORMATION. EACH DINNER MEETING HAS A GUEST SPEAKER WHO MAKES A PRESENTATION TO THE MEMBERS OF A TIMELY ESTATE PLANNING TOPIC.

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-N for ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
56-2382713
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2005
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$32,293
Income (IRS master file)
$36,851

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$36,851$43,204$32,293XML
990-EZJune 2024$32,856$46,960$38,646XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS

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 56-2382713).

Questions about ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA

What is the EIN of ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA?
The employer identification number (EIN) of ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA is 56-2382713.
Is ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2005.
Are donations to ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA 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 ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA?
The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does ESTATE PLANNING COUNCIL OF RICHMOND VIRGINIA have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $36,851, expenses of $43,204 and total assets of $32,293 at year end.

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