Charlotte Estate Planning Council
EIN 201035946 · 501(c)(6) · Public charity · Charlotte, NC · recognized 2005
- Assets
- $76.6K
- Revenue
- $108K
- Expenses
- $102K
- Investment income
- —
Form 990 fiscal year ended 06/30/2025
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Kenneth Samuelson | President | $0 | $0 |
| Thomas Whitlock | V. president | $0 | $0 |
| Jennifer Muckley | Secretary | $0 | $0 |
| John Forneris | Treasurer | $0 | $0 |