Estate Planning Council of Central New York Inc
Public records raise at least one point you should look into before giving.
What it says it does
THE OBJECT OF THE ESTATE PLANNING COUNCIL IS TO PROVIDE A MEANS WHEREBY INTERESTED MEMBERS OF THE LEGAL, BANKING, LIFE UNDERWRITING, ACCOUNTING, AND FINANCIAL PLANNING PROFESSIONS CAN BECOME EDUCATED IN RECENT DEVELOPMENTS IN INCOME, ESTATE, AND GIFT TAXATION. THE ESTATE PLANNING COUNCIL PROVIDES A MEDIUM OF MUTUAL INTEREST WHEREIN MEANINGFUL DISCUSSIONS CAN PROMOTE BETTER UNDERSTANDING AND COOPERATION AMONG THE GROUPS REPRESENTED ALL TO THE END THAT THEY, COOPERATIVELY, MAY BETTER SERVE THE PUBLIC. THE ESTATE PLANNING COUNCIL HAS MONTHLY AND ANNUAL MEETINGS WHERE SPEAKERS ADDRESS RECENT DEVELOPMENTS AND INTERPRETATIONS OF THE INCOME, ESTATE, AND GIFT TAX AREAS.
- Income
- $30,021
- Spending
- $29,916
- Highest pay
- $2,111, council executive
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $29,916 spent. THE COUNCIL HAD MONTHLY AND ANNUAL MEETINGS AND THEN ONE ANNUAL MEETING. AT ALL MEETINGS THERE IS A PRESENTATION ON NEW ESTATE PLANNING IDEAS AND ISSUES.
Source: Form 990EZ for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since December 2002.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.