TY 2023 Form 990EZ

Form990EZ

Department of the Treasury
Internal Revenue Service

Short Form
Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Check if applicable:

Address change

Name change

Initial return

Final return/terminated

Amended return

Application pending

C Name of organization
Estate and Business Planning Council of
Hartford Inc

Number and street (or P. O. box, if mail is not delivered to street address)95 West Street
Room/suite

City or town, state or province, country, and ZIP or foreign postal code Rocky Hill, CT06067

D Employer identification number

06-1031980

E Telephone number

(860) 721-7400

F Group Exemption
Number bullet

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? To provide a forum for professionals - attorneys, trust officers, CPAs, financial planners, gift planners and appraisers.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 Held four general membership meetings on educational topics of interest to members,four seminars and one social event. (Grants $ ) If this amount includes foreign grants, check here ...			28a	38,709
29 A grant to a charitable organization in lieu of accounting fees and a grant to Hartford Foundation for Public Giving for the Deborah Eldridge Fund. (Grants $ 330) If this amount includes foreign grants, check here ...			29a	330
30 (Grants $ ) If this amount includes foreign grants, check here ...			30a
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32	39,039

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)
Lisa Staron President	3.00	0
Stacey Aubrey Treasurer	1.00	0
Ned Steiger Vice President	1.00	0
David Fasi Treasurer	1.00	0
Eliot Bassin Secretary	1.00	0
April Paterno Director	0.50	0
Sharon Holland Purtill Director	0.50	0
Rosa Chen Director	0.50	0
Drew Iacovazzi Director	0.50	0
Susan Dana Director	0.50	0
John DelGrego Director	0.50	0
Corey Veneziano Past President	0.50	0
Jaclyn Farnham Executive Dir.	10.00	17,490
Eliot Bassin as of 612024 Treasurer	1.00	0

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If “Yes," complete Schedule L, Part I

40b

Yes

Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................

Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..

49a

Did the organization make any transfers to an exempt non-charitable related organization?......

49a

If "Yes," was the related organization a section 527 organization?................

49b

Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and title of each employee	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
NONE

Total number of other employees paid over $100,000 ............. bullet

Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and business address of each independent contractor	(b) Type of service	(c) Compensation
NONE

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Return Reference	Explanation
Other Expenses.1002	Office Expenses $336
Other Expenses.1005	Travel $101
Other Expenses.1012	Insurance $550
Other Expenses.1	Meeting expenses $26150
Other Expenses.2	Website hosting + apps $3586
Other Expenses.3	Member social event $1280
Other Expenses.4	PayPal fees $1208
Other Expenses.5	NAEPC dues $375
Other Expenses.6	Gifts $299
Other Expenses.7	Annual report - SOTS $50
Other Expenses.11	Miscellaneous $-200

Return Reference

Explanation

Other Expenses.1002

Office Expenses $336

Other Expenses.1005

Travel $101

Other Expenses.1012

Insurance $550

Other Expenses.1

Meeting expenses $26150

Other Expenses.2

Website hosting + apps $3586

Other Expenses.3

Member social event $1280

Other Expenses.4

PayPal fees $1208

Other Expenses.5

NAEPC dues $375

Other Expenses.6

Gifts $299

Other Expenses.7

Annual report - SOTS $50

Other Expenses.11

Miscellaneous $-200

1	Contributions, gifts, grants, and similar amounts received ....................	1	180
2	Program service revenue including government fees and contracts ................	2	11,230
3	Membership dues and assessments .............................	3	32,413
4	Investment income ....................................	4
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) ..	6b	0
c	Less: direct expenses from gaming and fundraising events ...	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	43,823

10	Grants and similar amounts paid (list in Schedule O) ................	10	330
11	Benefits paid to or for members ......................	11
12	Salaries, other compensation, and employee benefits ................	12
13	Professional fees and other payments to independent contractors ............	13	17,946
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15
16	Other expenses (describe in Schedule O) ...................	16	33,735
17	Total expenses. Add lines 10 through 16 .................	17	52,011

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	-8,188
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	46,142
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	37,954

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Software ID:	23017517
Software Version:	2023v6.0