BALTIMORE ESTATE PLANNING COUNCIL
EIN 52-6041962 · Education (B)
What they do
The Baltimore Estate Planning Council is An Interdisciplinary Organization of Professionals Involved In Estate Planning. It Strives to Foster An Understanding of The Proper Relationship Between The Functions of The Trust Officer, Attorney, Qualified Financial Advisor, Non-profit Professional, Accountant, and Any Other Party or Parties Having to Do With Estate Planning, and to Encourage Cooperation of Persons Acting Under Those Disciplines. It Also Promotes Education Programs for Members With Respect to Various Aspects of Estate Planning and Estate Taxation.
Should I give to this charity?
Of every $100 spent, about $50.60 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 leaders21 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.
Worth asking: Expenses exceeded revenue by $21,777 this year. Ask whether that was planned or caused by a one-time event.
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.
Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.
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.
No compensation was reported for these leaders. The complete board and leadership roster is shown below.
Board and leadership roster (21)
MARIA SOBUSDIRECTOR
TINA LIGNOSPAST PRESIDENT
SUSAN MITCHELTREEDIRECTOR
SHARI FLEMINGDIRECTOR
SEAN KELLYPRESIDENT ELECT
S SCOTT TATEDIRECTOR
RANDALL HARRISDIRECTOR
PATRICK GUTHRIETREASURER
NORRIS L BRODSKYDIRECTOR
MICHAEL A MANDISHPRESIDENT
MAXIMILIAN REAMERDIRECTOR
ABBY HOLMESDIRECTOR
MARCUS AIELLODIRECTOR
KATHERINE ALICE YOUNGDIRECTOR
JOE MUSUMECIDIRECTOR
JACQUELINE F YAHRSECRETARY
ELIZABETH A GREENVICE PRESIDENT
CHRISTINE BUCKLEYDIRECTOR
CHRISTINA SNYDERDIRECTOR
AQUANETTA BETTSDIRECTOR
ANDREW HAHNDIRECTOR
About this charity
- Recognized since
- January 1970
- Location
- 14148 Shelby Cir, Hagerstown, MD 21740
- County
- Washington
- In care of
- Elisabeth Hare
- Primary officer
- Elisabeth Hare, Executive Director
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- July 1, 2024
- Return type
- 990EZ
- Tax preparer
- KUPSTAS & KUPSTAS LLC
- NTEE classification
- Education (B)
- IRS tax category
- Education