AUMdb

Boston Estate Planning Council Inc

EIN 454028240 · 501(c)(6) · Public charity · Boxborough, MA · recognized 2013

Assets
$841K
Revenue
$615K
Expenses
$598K
Investment income
$14.1K

Form 990 fiscal year ended 06/30/2024

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.

Contractor Services Compensation
Barcami Lane Inc Management $230,484

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Richelle Maguire President $0 $0
Beth Milkovits Past preside $0 $0
Alisa Kim O'neil President el $0 $0
Deb Whitney Treasurer $0 $0
Tom Francione Secretary $0 $0
Brett Barthelmeh Director $0 $0
Jennifer Civitella Hilario Director $0 $0
Marlee Cowan Director $0 $0
Holly Gately Director $0 $0
Mitchell Halpern Director $0 $0
Nicole Jackson Leslie Director $0 $0
David Keefe Iii Director $0 $0
Kathleen Sablone Director $0 $0
Katherine M Sheehan Director $0 $0
Craig Standish Director $0 $0
Maureen Villadelgado Director $0 $0
Katie Von Kohorn Director $0 $0