ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK
EIN 16-1063452 · Chambers of Commerce & Business Leagues (S41)
What they do
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.
Should I give to this charity?
Of every $100 spent, about $100.00 was reported for mission work. Use the spending picture below and ask what results that work produced.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders12 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Pay context: The highest compensation shown in this filing is $2,111 for JENNIFER SPAGNOLA (COUNCIL EXECUTIVE). Compare pay with organizations of similar size and complexity.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
How each $100 of revenue was used
The large number compares each expense with revenue. The smaller number shows its share of total expenses.
Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.
Has the pattern changed?
Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.
Money in and money out
Reported spending amounts
Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.
See everyone listed on the board or leadership roster (12)
JENNIFER SPAGNOLACOUNCIL EXECUTIVE
ANDREW SCHAFFEL CLTC LUTCF CAPPRESIDENT
GEORGIA CRINNIN ESQDIRECTOR
HEATHER L BERRY CTFAVICE PRESIDENT
JEFFREY CULVER TRUST OFFICEDIRECTOR
JENNIFER L ALFIERI ESQDIRECTOR
MARY ANNE CODY ESQDIRECTOR
MICHELE DICKEYTREASURER
ROBERT D SCOLARO ESQDIRECTOR
TERYL KIDDSECRETARY
THOMAS M GRIFFITH AEP CAP CHFCDIRECTOR
WILLIAM P DAVIESIMMEDIATE PAST PRESIDENT
About this charity
- Recognized since
- January 2002
- Location
- 431 EAST FAYETTE ST, SYRACUSE, NY 13202-1902
- County
- Onondaga
- In care of
- WILLIAM DAVIES
- Primary officer
- WILLIAM DAVIES, TREASURER
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- July 1, 2024
- Return type
- 990EZ
- NTEE classification
- Chambers of Commerce & Business Leagues (S41)
- IRS tax category
- Chambers of Commerce & Business Leagues