PARK FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PARK FAMILY FOUNDATION (EIN 20-2210340)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201941349349103614
- Schema version
- 2018v3.1
- 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 | 2019-05-14T15:14:49-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE F WILLIAMS CPA | PreparerPersonNm |
| PTIN | P00344821 | PTIN |
| Phone | 9893569065 | PhoneNum |
| Preparation | 2019-05-10 | 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 | 2019-05-10 | IPDt |
| IP Tm | 16:18:29 | IPTm |
| 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,838,333 | 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 | $343,303 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $578 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $578 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $578 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $22,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,952 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $22,952 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $852,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,139 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $18,336 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $367,431 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $367,431 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $758,402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,669 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $409,297 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $2,313 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,312 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,539 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $1,539 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,391 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $322 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,999 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $122,903 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $122,903 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $152,226 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $84,493 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $67,733 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $416,496 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,980 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $286,197 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $124,319 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $700,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $497,905 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $195,973 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $700,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $497,905 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,367 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,847 | CashBOYAmt |
| Cash EOY | $441,663 | CashEOYAmt |
| Cash EOYFMV | $441,663 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,006,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $863,074 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $825,307 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,556 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,404 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,556 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,556 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $28,349 | InventoriesBOYAmt |
| Inventories EOY | $37,440 | InventoriesEOYAmt |
| Inventories EOYFMV | $37,440 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $3,045 | PrepaidExpensesBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $4,849,196 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,317,202 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,658,156 | LandBOYAmt |
| Land EOY | $3,531,994 | LandEOYAmt |
| Land EOYFMV | $3,531,994 | LandEOYFMVAmt |
| Other Assets EOY | $373 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $373 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,824,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,876,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,838,333 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,700 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $29,504 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $22,437 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $36,137 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,504 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,788,574 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,846,596 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,788,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,846,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,824,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,876,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,788,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,022 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,846,596 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,846,596 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $846,395 | GrossSalesPriceAmt |
| Cost Or Other Basis | $828,059 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,336 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,336 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,139 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,336 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $177,063 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $944,030 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.187561 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $188,645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $740,761 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.254664 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $152,509 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $561,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.271714 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $192,462 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $448,273 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.429341 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $152,959 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $400,337 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.382076 | DistributionYr5Rt |
| Total Distribution | 1.525356 | TotalDistributionRt |
| Average Distribution | 0.305071 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,110,568 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $338,802 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $414 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $339,216 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,173 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $827 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $827 | SubtotalAmt |
| Tax Based On Investment Income | $827 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $373 | OverpaymentAmt |
| Applied To ES Tax | $373 | 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 | 000.00 | $0 | $0 | $0 |
| PHILIP SCOTT PARK | ||||||||
| 500 ROOSEVELT RD STE 300 | GLEN ELLYN | IL | 60137 | VP/TREASURER | 000.00 | $0 | $0 | $0 |
| JAMES C PARK | ||||||||
| 12805 YACHT CLUB CIR | FORT MYERS | FL | 33919 | DIRECTOR | 000.00 | $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 | $688,477 | 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 | $977,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $30,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,127,480 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,127,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,110,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $827 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $827 | TotalTaxAmt |
| Distributable Before Adj | $54,701 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,701 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,173 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $196,173 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $196,173 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,701 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $133,048 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $170,381 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $124,739 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,911 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $131,025 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $711,104 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,173 | QualifyingDistributionsAmt |
| Applied To Current Year | $54,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,472 | RemainingDistriFromCorpusAmt |
| Total Corpus | $852,576 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $133,048 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $719,528 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $170,381 | ExcessFromYear4Amt |
| Excess From Year3 | $124,739 | ExcessFromYear3Amt |
| Excess From Year2 | $151,911 | ExcessFromYear2Amt |
| Excess From Year1 | $131,025 | ExcessFromYear1Amt |
| Excess From Current Year | $141,472 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPENA SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 LAKE WINYAH RD | AddressLine1Txt |
| City | ALPENA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | OPERATIONS | GrantOrContributionPurposeTxt |
| Amt | $200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200 | 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 | $367,431 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $578 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,952 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,138 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,530 | ExclusionAmt |
| Related Or Exempt Function Incm | $391,569 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $415,099 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 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 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES C PARK | ||||||
| 1 | 12805 YACHT CLUB CIR | FORT MYERS | FL | 33919 | $21,100 | Yes (X) |
| JAMES C PARK CHARITABLE LEAD | ||||||
| 2 | 12805 YACHT CLUB CIR | FORT MYERS | FL | 33919 | $302,203 | Yes (X) |
| CITY OF ALPENA | ||||||
| 3 | 208 N 1ST AVE | ALPENA | MI | 49707 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,625 | Amt |
| Adjusted Net Income | $2,313 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,312 | 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 | $9,360 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0000 | AmortizationPeriodRt |
| Current Year Amortization | $936 | CurrentYearAmortizationAmt |
| Adjusted Net Income | $936 | AdjustedNetIncomeAmt |
| Total Amortization | $10,296 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (24 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 | $700,306 | S/L | 39.0000 | $69,451 | $69,451 |
| VOLLEYBALL COURTS & RELATED IMPROVEMENTS | 2009-05-31 | $62,246 | $13,766 | S/L | 39.0000 | $1,596 | $1,596 |
| APLEX CONFERENCE CENTER | 2010-02-19 | $210,270 | $42,458 | S/L | 39.0000 | $5,392 | $5,392 |
| APLEX CONFERENCE CENTER | 2010-05-20 | $343,886 | $67,234 | S/L | 39.0000 | $8,818 | $8,818 |
| APLEX CONFERENCE CENTER | 2010-07-19 | $355,952 | $68,072 | S/L | 39.0000 | $9,127 | $9,127 |
| ENERGY EFFICIENT LIGHTS IMPROVEMENT | 2010-09-20 | $22,379 | $4,184 | S/L | 39.0000 | $574 | $574 |
| APLEX CONFERENCE CENTER | 2010-08-23 | $208,484 | $39,425 | S/L | 39.0000 | $5,346 | $5,346 |
| APLEX CONFERENCE CENTER | 2010-10-25 | $414,209 | $76,558 | S/L | 39.0000 | $10,621 | $10,621 |
| APLEX CONFERENCE CENTER | 2010-12-08 | $120,000 | $21,667 | S/L | 39.0000 | $3,077 | $3,077 |
| 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 | $40,906 | S/L | 39.0000 | $6,175 | $6,175 |
| KITCHEN EQPT & UPGRADES | 2011-07-01 | $37,250 | $37,250 | 200DB | 7.0000 | ||
| HOCKEY AREA CONSTRUCTION | 2012-06-15 | $4,850 | $689 | S/L | 39.0000 | $125 | $125 |
| TENNIS AREA CONSTRUCTION | 2012-06-15 | $2,400 | $341 | S/L | 39.0000 | $62 | $62 |
| KEGERATORS | 2014-05-23 | $5,100 | $4,337 | 200DB | 7.0000 | $226 | $226 |
| HEAT EXCHANGER | 2014-10-01 | $3,025 | $2,493 | 200DB | 7.0000 | $152 | $152 |
| WATER HEATER | 2014-10-01 | $4,427 | $3,649 | 200DB | 7.0000 | $222 | $222 |
| PORTABLE WATER SPIGOTS | 2014-10-01 | $1,992 | $1,642 | 200DB | 7.0000 | $100 | $100 |
| FITNESS EQUIPMENT | 2014-03-26 | $1,538 | $1,328 | 200DB | 7.0000 | $67 | $67 |
| FITNESS EQUIPMENT | 2014-12-18 | $1,374 | $1,132 | 200DB | 7.0000 | $69 | $69 |
| STAGEDROP | 2015-04-01 | $3,171 | $2,507 | 200DB | 7.0000 | $189 | $189 |
| WATER HEATER | 2015-11-01 | $4,996 | $3,767 | 200DB | 7.0000 | $351 | $351 |
| PHOTO BOOTH | 2017-03-15 | $4,750 | $679 | 200DB | 7.0000 | $1,163 | $1,163 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $4,849,196 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,317,202 | AccumulatedDepreciationAmt |
| Book Value | $3,531,994 | BookValueAmt |
| EOYFMV | $3,531,994 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL EXCISE TAX | Desc |
| EOY Book Value | $373 | EOYBookValueAmt |
| EOYFMV | $373 | EOYFMVAmt |
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 | $23,918 | $13,276 | $10,642 | |
| INSURANCE | $22,834 | $12,674 | $10,160 | |
| TELEPHONE | $6,118 | $3,396 | $2,722 | |
| SUBCONTRACT LABOR - APLEX TEN | $22,992 | $12,762 | $10,230 | |
| MISCELLANEOUS EXPENSE | ||||
| SUBCONTRACTED SERVICES | $134,700 | $74,765 | $59,935 | |
| MANAGEMENT FEE - APLEX | $45,000 | $24,977 | $20,023 | |
| BANK/CC SERVICE CHARGES | $1,240 | $688 | $552 | |
| SUPPLIES | $3,938 | $2,186 | $1,752 | |
| ADVERTISING | $18,660 | $10,357 | $8,303 | |
| COST OF GOODS SOLD | $127,857 | $127,857 | ||
| EXPENSES | ||||
| MISC - INVESTMENT FEES | $5,980 | $5,980 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APLEX OPERATIONS | Desc |
| Revenue And Expenses Per Books | $367,431 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $367,431 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $22,437 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| LICENSES & PERMITS | $70 | $70 | ||
| FEDERAL TAX | $1,999 | $1,999 | ||
| FOREIGN TAX PAID - INVESTMENTS | $322 | $322 |
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