Estate And Business Planning Council Of Hartford Inc

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 061031980 ✦ Rocky hill, CT ✦ Designated as a 501(c)(6)

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Overview

What is Estate And Business Planning Council Of Hartford Inc?

The Estate and Business Planning Council of Hartford is a nonprofit organization, primarily composed of professionals such as attorneys, trust officers, certified public accountants (CPAs), financial planners, gift planners, and appraisers. Their unique approach involves distributing grants to nine charitable organizations instead of paying speakers' fees and awards. Additionally, they make a single grant to the Hartford Foundation for Public Giving for the Deborah Eldridge Fund. The organization holds four general membership meetings annually, covering educational topics relevant to its members. Prior to February 2020, these meetings were conducted in person, but since then, they have transitioned to online delivery due to the pandemic.


Official website here: www.ebpchartford.org

Is Estate And Business Planning Council Of Hartford Inc legitimate?

Estate And Business Planning Council Of Hartford Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Estate And Business Planning Council Of Hartford Inc submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.ebpchartford.org

What is the mission statement of Estate And Business Planning Council Of Hartford Inc?

The Estate and Business Planning Council of Hartford serves as a platform for professionals, including attorneys, trust officers, CPAs, financial planners, gift planners, and appraisers. Its mission is not explicitly stated in the provided information, but its activities include distributing grants to charitable organizations instead of using the funds for speakers' fees and awards. The council also conducts educational meetings and seminars for its members, with a shift to online delivery since February 2020. Additionally, the council makes a significant grant to the Hartford Foundation for Public Giving for the Deborah Eldridge Fund.


Official website here: www.ebpchartford.org

Who is the CEO of Estate And Business Planning Council Of Hartford Inc?

Deborah Rothstein is the President of Estate And Business Planning Council Of Hartford Inc.


Official website here: www.ebpchartford.org

What is the revenue of Estate And Business Planning Council Of Hartford Inc?

Estate And Business Planning Council Of Hartford Inc's revenue in 2021 was $37,590.


Official website here: www.ebpchartford.org

Who are the executives of Estate And Business Planning Council Of Hartford Inc and what are their salaries?




Official website here: www.ebpchartford.org

Where can I find the form 990EZ for Estate And Business Planning Council Of Hartford Inc?

Estate And Business Planning Council Of Hartford Inc's most recent form 990EZ was submitted in 2021 and can be accessed here.


Official website here: www.ebpchartford.org

Learn more at the official website: www.ebpchartford.org

Mission Statement of Estate And Business Planning Council Of Hartford Inc

The Estate and Business Planning Council of Hartford serves as a platform, bringing together professionals such as attorneys, trust officers, CPAs, financial planners, gift planners, and appraisers. Its mission is multifaceted. Firstly, it provides a space for these professionals to engage and share knowledge on educational topics that are of interest to them. Secondly, instead of charging speakers' fees or offering awards, the Council chooses to distribute grants to nine charitable organizations. Lastly, it makes a significant annual grant to the Hartford Foundation for Public Giving, specifically for the Deborah Eldridge Fund. Since February 2020, the Council has transitioned its general membership meetings to an online platform due to the ongoing circumstances.

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Impact




October, 2024

The Estate and Business Planning Council of Hartford Inc plays a crucial role in strengthening the network of professionals involved in estate and business planning. By creating a dedicated platform for attorneys, trust officers, CPAs, financial planners, gift planners, and appraisers, the council fosters collaboration and knowledge sharing among its members.

The council's impact is also demonstrated through its commitment to philanthropy. Instead of utilizing speakers' fees and awards, it channels resources towards grants benefiting nine charitable organizations, alongside a significant contribution to the Deborah Eldridge Fund at the Hartford Foundation for Public Giving. This approach not only supports vital community initiatives but also encourages a culture of giving among professionals in the field.

With an emphasis on continual learning, the council conducts educational meetings and seminars that keep members updated on relevant topics, thereby enhancing their expertise and service capacity. The transition to online meetings since early 2020 has further expanded the reach and accessibility of its educational offerings, allowing members to participate regardless of their location.

Overall, the Estate and Business Planning Council of Hartford Inc significantly contributes to community improvement by fostering professional development, encouraging philanthropic efforts, and facilitating valuable connections among key stakeholders in estate and business planning.




This information is meant to be a general summary of Estate And Business Planning Council Of Hartford Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$30,402 (2022)
Expenses
$24,924 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2021.

  • Program Service Revenue: $7,200
  • Gross Receipts: $37,590

Assets and Liabilities:

  • Total Assets: $57,103
  • Total Liabilities: $0
  • Net Assets: $57,103

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Organization Details

Principal Officer

Deborah Rothstein

Main Address

95 West Street, Rocky Hill, CT, 06067

NTEE Category

Code: S40 - Community improvement

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