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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 52-6041962 · Snapshot of IRS recognition, filing currency, financial health, and governance.
The Baltimore Estate Planning Council is an interdisciplinary organization of professionals involved in Estate Planning. It strives to foster an understanding of the proper relationship between the functions of the trust officer, attorney, qualified financial advisor, non-profit professional, accountant, and any other party or parties having to do with Estate Planning, and to encourage cooperation of persons acting under those disciplines. It also promotes education programs for members with respect to various aspects of Estate Planning and Estate taxation.
Principal Officer
Elisabeth Hare
Total Revenue
$149K
FY2024
Total Expenses
$171K
FY2024
Net Assets
$115K
Program Ratio
50.6%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.