Palm Beach County Estate Planning

“Line 4, other investment income: description of property: amount: interest income 2,675 form 990-ez, part i, line 10, grants and similar amounts paid: activity classification: scholarship amount given: 2,500 activity classification: scholarship amount given: 2,500 activity classification: scholarship amount given: 2,500 activity classification: scholarship amount given: 2,500 total included on form 990-ez, line 10 10,000”

“Cash contribution: 10,500”

“Expenses advertising and promotion 8,450 1,725 969 annual report 61 badges & plaques 1,244 bank service charges 286 board & sponsor appreciat 855 continuing education 1,725 credit card fees 5,528 naepc conference exp 3,525 signage 1,058 website 54 miscellaneous 425 membership meetings 93,782 board meetings & retreat 615 speakers 1,785 taxes 700 total 122,787”

“Primary exempt purpose: to promote cooperation among various professionals engaged in the field of estate planning.”

“Program service accomplishments: held meetings to increase the overall knowledge of the members and to address specific topics of common interest, enhancing the professionalism and interaction of the members for the benefit of their clients and the public.”

“Information rgarding personal benefit contracts: 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.”