PARK FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PARK FAMILY FOUNDATION (EIN 20-2210340)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349103685
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T16:12:35-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382338815 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLDREY SENCHUK ROULEAU & WILLIAMS CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 S STATE AVE | AddressLine1Txt |
| City | ALPENA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 497072844 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202210340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARK | BusinessNameControlTxt |
| Phone | 9892052871 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 YACHT CLUB CIR | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP SCOTT PARK | PersonNm |
| Person Title | VP/TREASURER | PersonTitleTxt |
| Phone | 9893541100 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE F WILLIAMS CPA | PreparerPersonNm |
| PTIN | P00344821 | PTIN |
| Phone | 9893569065 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.180.239.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 16:12:35 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7D31495F03A506011FEFF0AEE3FAADAD84BF8B49 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 138D86BEBC22741DB41C9A51212376FD001D0362 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,709,558 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $326,103 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,288 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,288 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,288 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $24,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,220 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,220 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $475,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,737 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,240 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $403,084 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $403,084 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $764,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,245 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $429,832 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $2,560 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,560 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $584 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $539 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $45 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $123,887 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $123,887 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $161,781 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $104,149 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $57,632 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $403,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $302,195 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95,816 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $694,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $532,791 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $156,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $228,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $922,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $532,791 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $384,053 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$158,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $441,663 | CashBOYAmt |
| Cash EOY | $362,220 | CashEOYAmt |
| Cash EOYFMV | $362,220 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $863,074 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $851,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $851,545 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $400 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,556 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $400 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $400 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $37,440 | InventoriesBOYAmt |
| Inventories EOY | $37,440 | InventoriesEOYAmt |
| Inventories EOYFMV | $37,440 | InventoriesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,902,302 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,444,349 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,531,994 | LandBOYAmt |
| Land EOY | $3,457,953 | LandEOYAmt |
| Land EOYFMV | $3,457,953 | LandEOYFMVAmt |
| Other Assets BOY | $373 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,898 | OtherAssetsEOYAmt |
| Total Assets BOY | $4,876,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,716,456 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,709,558 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $29,504 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,913 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $29,504 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,913 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,846,596 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,688,543 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,846,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,688,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,876,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,716,456 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,846,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$158,053 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,688,543 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,688,543 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $171,443 | $170,203 | $1,240 | $1,240 |
| PUBLICLY TRADED SECURITIES | P | $298,047 | $295,844 | $2,203 | $2,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,737 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,240 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $196,173 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,110,568 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.176642 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $177,063 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $944,030 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.187561 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $188,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $740,761 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.254664 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $152,509 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $561,286 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.271714 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,462 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $448,273 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.429341 | DistributionYr5Rt |
| Total Distribution | 1.319922 | TotalDistributionRt |
| Average Distribution | 0.263984 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,096,174 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $289,372 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $296 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $289,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $384,053 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $296 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $296 | SubtotalAmt |
| Tax Based On Investment Income | $296 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,904 | OverpaymentAmt |
| Applied To ES Tax | $1,904 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.APLEX.ORG | WebsiteAddressTxt |
| Individual With Books | JAMES C PARK | IndividualWithBooksNm |
| Phone | 9892052871 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 YACHT CLUB CIR | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES C PARK | ||||||||
| 12805 YACHT CLUB CIRCLE | FORT MYERS | FL | 33919 | PRES / SECRE | 2.00 | $0 | $0 | $0 |
| PHILIP SCOTT PARK | ||||||||
| 500 ROOSEVELT RD STE 300 | GLEN ELLYN | IL | 60137 | VP/TREASURER | 2.00 | $0 | $0 | $0 |
| JAMES C PARK | ||||||||
| 12805 YACHT CLUB CIR | FORT MYERS | FL | 33919 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATING THE ALPENA APLEX, FORMERLY KNOWN AS THE THUNDER BAY RECREATION CENTER(PROVIDING ECONOMICAL RECREATION TO THE COMMUNITY). THIS INCLUDES A VENUE FOR THE ALPENA TENNIS ASSOCIATION TEAMS, WORKOUT FACILITIES AND GROUP EXERCISE FOR THE COMMUNITY AT LARGE, A VENUE FOR LOCAL ROTARY CLUB MEETINGS, OFFICE SPACE FOR THE LOCAL UNITED WAY AND BALLROOM AVAILABILITY FOR LARGE COMMUNITY EVENTS AND WEDDINGS. | Description1Txt |
| Expenses1 | $682,980 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $879,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $37,400 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,112,867 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,112,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,096,174 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,809 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,809 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $296 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $296 | TotalTaxAmt |
| Distributable Before Adj | $54,513 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,513 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,513 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $384,053 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $384,053 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $296 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $383,757 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,513 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $170,381 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $124,739 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $151,911 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $131,025 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141,472 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $719,528 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $384,053 | QualifyingDistributionsAmt |
| Applied To Current Year | $54,513 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $329,540 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,049,068 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $170,381 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $878,687 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $124,739 | ExcessFromYear4Amt |
| Excess From Year3 | $151,911 | ExcessFromYear3Amt |
| Excess From Year2 | $131,025 | ExcessFromYear2Amt |
| Excess From Year1 | $141,472 | ExcessFromYear1Amt |
| Excess From Current Year | $329,540 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES C PARK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 YACHT CLUB CIR | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9892052871 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORM, NO RESTRICTIONS | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALPENA PUBLIC SCHOOLS | |||||
| 2372 GORDON ROAD | ALPENA | MI | 49707 | HIGH SCHOOL FOOTBALL SCOREBOARD | $200,000 |
| ALPENA COMMUNITY COLLEGE | |||||
| 665 JOHNSON STREET | ALPENA | MI | 49707 | ATHLETIC ARENA SCOREBOARD | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APLEX OPERATIONS | Desc |
| Related Or Exempt Function Incm | $403,084 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,288 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,220 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,737 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,245 | ExclusionAmt |
| Related Or Exempt Function Incm | $403,084 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $438,329 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | OPERATING ALPENA APLEX IN ALPENA MI - PROVIDING ECONOMICAL RECREATION TO THE COMMUNITY TO PROMOTE HEALTH AND GENERAL WELFARE THROUGH VARIOUS RECREATIONAL ACTIVITIES INCLUDING A WELLNESS CENTER AND TENNIS LESSONS AND EVENTS |
| 1A | COMMUNITY EVENTS CENTER RENTAL AND EVENTS FOR BENEFIT OF |
| 1A | COMMUNITY SERVED |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES C PARK CHARITABLE LEAD | ||||||
| 1 | 12805 YACHT CLUB CIR | FORT MYERS | FL | 33919 | $302,203 | Yes (X) |
| CITY OF ALPENA | ||||||
| 2 | 208 N 1ST AVE | ALPENA | MI | 49707 | $23,900 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,120 | Amt |
| Adjusted Net Income | $2,560 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,560 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATIONAL EXPENSES | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2008-06-30 | AcquiredCompletedOrExpendedDt |
| Amortized | $14,040 | AmortizedAmt |
| Deduction For Prior Years | $10,296 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0000 | AmortizationPeriodRt |
| Current Year Amortization | $936 | CurrentYearAmortizationAmt |
| Adjusted Net Income | $936 | AdjustedNetIncomeAmt |
| Total Amortization | $11,232 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (27 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2007-12-31 | $2,708,619 | $769,757 | S/L | 39.0000 | $69,452 | $69,452 |
| VOLLEYBALL COURTS & RELATED IMPROVEMENTS | 2009-05-31 | $62,246 | $15,362 | S/L | 39.0000 | $1,596 | $1,596 |
| APLEX CONFERENCE CENTER | 2010-02-19 | $210,270 | $47,850 | S/L | 39.0000 | $5,391 | $5,391 |
| APLEX CONFERENCE CENTER | 2010-05-20 | $343,886 | $76,052 | S/L | 39.0000 | $8,817 | $8,817 |
| APLEX CONFERENCE CENTER | 2010-07-19 | $355,952 | $77,199 | S/L | 39.0000 | $9,127 | $9,127 |
| ENERGY EFFICIENT LIGHTS IMPROVEMENT | 2010-09-20 | $22,379 | $4,758 | S/L | 39.0000 | $574 | $574 |
| APLEX CONFERENCE CENTER | 2010-08-23 | $208,484 | $44,771 | S/L | 39.0000 | $5,345 | $5,345 |
| APLEX CONFERENCE CENTER | 2010-10-25 | $414,209 | $87,179 | S/L | 39.0000 | $10,621 | $10,621 |
| APLEX CONFERENCE CENTER | 2010-12-08 | $120,000 | $24,744 | S/L | 39.0000 | $3,076 | $3,076 |
| KITCHEN EQUIPMENT | 2010-12-17 | $22,116 | $22,116 | 200DB | 7.0000 | ||
| 60 TABLES AND 628 CHAIRS | 2010-10-25 | $16,460 | $16,460 | 200DB | 7.0000 | ||
| BUILDING IMPROVEMENTS | 2011-05-19 | $240,807 | $47,081 | S/L | 39.0000 | $6,174 | $6,174 |
| KITCHEN EQPT & UPGRADES | 2011-07-01 | $37,250 | $37,250 | 200DB | 7.0000 | ||
| HOCKEY AREA CONSTRUCTION | 2012-06-15 | $4,850 | $814 | S/L | 39.0000 | $124 | $124 |
| TENNIS AREA CONSTRUCTION | 2012-06-15 | $2,400 | $403 | S/L | 39.0000 | $61 | $61 |
| KEGERATORS | 2014-05-23 | $5,100 | $4,563 | 200DB | 7.0000 | $226 | $226 |
| HEAT EXCHANGER | 2014-10-01 | $3,025 | $2,645 | 200DB | 7.0000 | $132 | $132 |
| WATER HEATER | 2014-10-01 | $4,427 | $3,871 | 200DB | 7.0000 | $194 | $194 |
| PORTABLE WATER SPIGOTS | 2014-10-01 | $1,992 | $1,742 | 200DB | 7.0000 | $87 | $87 |
| FITNESS EQUIPMENT | 2014-03-26 | $1,538 | $1,395 | 200DB | 7.0000 | $68 | $68 |
| FITNESS EQUIPMENT | 2014-12-18 | $1,374 | $1,201 | 200DB | 7.0000 | $60 | $60 |
| STAGEDROP | 2015-04-01 | $3,171 | $2,696 | 200DB | 7.0000 | $141 | $141 |
| WATER HEATER | 2015-11-01 | $4,996 | $4,118 | 200DB | 7.0000 | $251 | $251 |
| PHOTO BOOTH | 2017-03-15 | $4,750 | $1,842 | 200DB | 7.0000 | $831 | $831 |
| WEDDING AREA IMPROVEMENTS | 2019-04-01 | $16,400 | S/L | 39.0000 | $315 | $315 | |
| HVAC UNIT | 2019-06-30 | $22,520 | S/L | 15.0000 | $751 | $751 | |
| LIGHTING GYM/PARKING LOT | 2019-06-30 | $14,186 | S/L | 15.0000 | $473 | $473 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $4,902,302 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,444,349 | AccumulatedDepreciationAmt |
| Book Value | $3,457,953 | BookValueAmt |
| EOYFMV | $3,457,953 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PREPAID FEDERAL EXCISE TAX | $373 | $1,200 |
| ROUNDING | $1 | |
| PREPAID CREDIT CARD WITHHOLDING | $5,697 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| APLEX OPERATIONS | ||||
| OFFICE AND JANITORIAL SUPPLIE | $27,010 | $17,388 | $9,622 | |
| INSURANCE | $23,102 | $14,872 | $8,230 | |
| TELEPHONE | $4,399 | $2,832 | $1,567 | |
| SUBCONTRACT LABOR - APLEX TEN | $16,731 | $10,771 | $5,960 | |
| MISCELLANEOUS EXPENSE | $199 | $128 | $71 | |
| SUBCONTRACTED SERVICES | $125,385 | $80,718 | $44,667 | |
| MANAGEMENT FEE - APLEX | $45,000 | $28,969 | $16,031 | |
| BANK/CC SERVICE CHARGES | $2,193 | $1,412 | $781 | |
| SUPPLIES | $3,264 | $2,101 | $1,163 | |
| ADVERTISING | $21,684 | $13,960 | $7,724 | |
| COST OF GOODS SOLD | $125,784 | $125,784 | ||
| EXPENSES | ||||
| MISC - INVESTMENT FEES | $5,102 | $5,102 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APLEX OPERATIONS | Desc |
| Revenue And Expenses Per Books | $403,084 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $403,084 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSES & PERMITS | $45 | $45 | |
| FOREIGN TAX PAID - INVESTMENTS | $539 | $539 |
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