PARK FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PARK FAMILY FOUNDATION (EIN 20-2210340)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-03
- IRS object ID
- 201711239349101101
- Schema version
- 2016v3.0
- 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
- Gain Loss Sale Other Assets Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-03T16:58:32-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | JAMES C PARK | PersonNm |
| Person Title | PRES / SECRE | PersonTitleTxt |
| Phone | 9893541100 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE F WILLIAMS CPA | PreparerPersonNm |
| PTIN | P00344821 | PTIN |
| Phone | 9893569065 | PhoneNum |
| Preparation | 2017-04-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 0D8B039CB001D2858D2B8200A5E99BBD4D9D0D88 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 42FBA2B9F27570E08249A61A23FF45981373C2B7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $952,160 | 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 | $297,418 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $59 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,438 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,438 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,104 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $746,885 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,721 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $375,329 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $375,329 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $702,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,218 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $387,826 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $2,695 | AccountingFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $197 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $136 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $61 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $389 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $294 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $95 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $123,034 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $123,034 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $131,631 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $90,979 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,652 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $362,830 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $287,474 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75,356 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $620,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $504,612 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $116,164 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,481 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,481 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $693,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $504,612 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $188,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,091 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,218 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $349,604 | CashBOYAmt |
| Cash EOY | $128,060 | CashEOYAmt |
| Cash EOYFMV | $128,060 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $428,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $792,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $797,472 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,469 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,366 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,469 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,469 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $13,428 | InventoriesBOYAmt |
| Inventories EOY | $16,159 | InventoriesEOYAmt |
| Inventories EOYFMV | $16,159 | InventoriesEOYFMVAmt |
| Prepaid Expenses EOY | $2,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,000 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,844,446 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,064,833 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,905,907 | LandBOYAmt |
| Land EOY | $3,779,613 | LandEOYAmt |
| Total Assets BOY | $4,701,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,726,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $952,160 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,937 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,335 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $4,000 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $2,000 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $9,732 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,475 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,669 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,810 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,678,927 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,688,018 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,678,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,688,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,701,596 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,726,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,678,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,091 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,688,018 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,688,018 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,721 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $152,509 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $561,286 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.271714 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $192,462 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $448,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.429341 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $152,959 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $400,337 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.382076 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $296,345 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $232,001 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.277344 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $363,918 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $191,654 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.898828 | DistributionYr5Rt |
| Total Distribution | 4.259303 | TotalDistributionRt |
| Average Distribution | 0.851861 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $740,761 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $631,025 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $631,177 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $188,645 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $304 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $304 | SubtotalAmt |
| Tax Based On Investment Income | $304 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $304 | TaxDueAmt |
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 |
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 | VICE PRESIDE | 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) | Description1Txt |
| Expenses1 | $616,205 | 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 | $614,019 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,145 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $752,042 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $752,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $740,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $304 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $304 | TotalTaxAmt |
| Distributable Before Adj | $36,734 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,734 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,734 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $188,645 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $188,645 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $188,645 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,734 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $354,335 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $284,929 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,048 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,381 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,739 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,067,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $188,645 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $151,911 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,219,343 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $354,335 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $865,008 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $284,929 | ExcessFromYear4Amt |
| Excess From Year3 | $133,048 | ExcessFromYear3Amt |
| Excess From Year2 | $170,381 | ExcessFromYear2Amt |
| Excess From Year1 | $124,739 | ExcessFromYear1Amt |
| Excess From Current Year | $151,911 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REGENTS OF THE UNIV OF MICHIGAN | |||||||
| 3003 S STATE ST | STE 8000 | ANN ARBOR | MI | 481091288 | NONE | ATHLETIC CAMPUS FACILITIES PROJECT | $20,000 |
| COMMUNITY FOUNDATION OF NE MICHIGAN | |||||||
| 100 N RIPLEY | STE F | ALPENA | MI | 49707 | NONE | BESSER MUSEUM ONGOING OPERATIONS | $50,000 |
| ALPENA TENNIS ASSOCIATION | |||||||
| 8723 E GRAND LAKE RD | PRESQUE ISLE | MI | 49777 | GENERAL FUNDING | $2,481 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,481 | 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 | $375,329 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,104 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,497 | ExclusionAmt |
| Related Or Exempt Function Incm | $392,433 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $404,930 | 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 |
| 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 (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 CIRCLE | FORT MYERS | FL | 33919 | $277,418 | Yes (X) |
| CITY OF ALPENA | ||||||
| 2 | 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 | $2,695 | Amt |
| Adjusted Net Income | $2,695 | AdjustedNetIncomeAmt |
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 | $7,488 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0000 | AmortizationPeriodRt |
| Current Year Amortization | $936 | CurrentYearAmortizationAmt |
| Adjusted Net Income | $936 | AdjustedNetIncomeAmt |
| Total Amortization | $8,424 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (23 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 | $561,402 | S/L | 39.0000 | $69,452 | $69,452 |
| VOLLEYBALL COURTS & RELATED IMPROVEMENTS | 2009-05-31 | $62,246 | $10,574 | S/L | 39.0000 | $1,596 | $1,596 |
| APLEX CONFERENCE CENTER | 2010-02-19 | $210,270 | $31,675 | S/L | 39.0000 | $5,392 | $5,392 |
| APLEX CONFERENCE CENTER | 2010-05-20 | $343,886 | $49,599 | S/L | 39.0000 | $8,818 | $8,818 |
| APLEX CONFERENCE CENTER | 2010-07-19 | $355,952 | $49,818 | S/L | 39.0000 | $9,127 | $9,127 |
| ENERGY EFFICIENT LIGHTS IMPROVEMENT | 2010-09-20 | $22,379 | $3,036 | S/L | 39.0000 | $574 | $574 |
| APLEX CONFERENCE CENTER | 2010-08-23 | $208,484 | $28,733 | S/L | 39.0000 | $5,346 | $5,346 |
| APLEX CONFERENCE CENTER | 2010-10-25 | $414,209 | $55,316 | S/L | 39.0000 | $10,621 | $10,621 |
| APLEX CONFERENCE CENTER | 2010-12-08 | $120,000 | $15,513 | 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 | $28,557 | 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 | $440 | S/L | 39.0000 | $125 | $125 |
| TENNIS AREA CONSTRUCTION | 2012-06-15 | $2,400 | $218 | S/L | 39.0000 | $61 | $61 |
| KEGERATORS | 2014-05-23 | $5,100 | $3,604 | 200DB | 7.0000 | $427 | $427 |
| HEAT EXCHANGER | 2014-10-01 | $3,025 | $1,983 | 200DB | 7.0000 | $298 | $298 |
| WATER HEATER | 2014-10-01 | $4,427 | $2,902 | 200DB | 7.0000 | $436 | $436 |
| PORTABLE WATER SPIGOTS | 2014-10-01 | $1,992 | $1,306 | 200DB | 7.0000 | $196 | $196 |
| FITNESS EQUIPMENT | 2014-03-26 | $1,538 | $1,126 | 200DB | 7.0000 | $118 | $118 |
| FITNESS EQUIPMENT | 2014-12-18 | $1,374 | $901 | 200DB | 7.0000 | $135 | $135 |
| STAGEDROP | 2015-04-01 | $3,171 | $1,869 | 200DB | 7.0000 | $372 | $372 |
| WATER HEATER | 2015-11-01 | $4,996 | $2,587 | 200DB | 7.0000 | $688 | $688 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (47 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 1449.398 SHS INVESCO DIVERSIFIED DIV | 2016-09 | PURCHASE | 2016-12 | $28,104 | $27,698 | $406 |
| 228.646 SHS AQR FDS LONG-SHORT EQUIT | 2016-09 | PURCHASE | 2016-12 | $3,016 | $2,936 | $80 |
| 475.257 SHS ALLIANZ FDS MILTSRAT RCM | PURCHASE | 2016-09 | $16,430 | $16,535 | -$105 | |
| 775.026 SHS AMCAP FUND INC CLASS F2 | PURCHASE | 2016-12 | $21,391 | $19,963 | $1,428 | |
| 1136.995 SHS BARON SELECT FUNDS REAL | PURCHASE | 2016-09 | $27,640 | $26,275 | $1,365 | |
| 194.106 SHS CALAMOS INVT TR NEW MARK | PURCHASE | 2016-09 | $2,517 | $2,399 | $118 | |
| 1924.672 SHS COHEN & STEERS RLTY INC | PURCHASE | 2016-12 | $27,638 | $30,944 | -$3,306 | |
| 143.415 SHS COHEN & STEERS PFD SECS | 2016-08 | PURCHASE | 2016-12 | $1,919 | $2,012 | -$93 |
| 1187.767 SHS CREDIT SUISSE HIGH INCO | 2016-09 | PURCHASE | 2016-12 | $8,053 | $7,994 | $59 |
| 1360.074 SHS DIAMOND HILL FOCUS SMAL | PURCHASE | $28,620 | $25,843 | $2,777 | ||
| 443 SHS PUREFUNDS ISE CYBER ETF SECU | PURCHASE | 2016-09 | $12,239 | $10,629 | $1,610 | |
| 198.554 SHS FMI FUNDS INTERN'L FUND | PURCHASE | $6,103 | $5,807 | $296 | ||
| 2393.7 SHS FRANKLIN ALT STRAT FDS K2 | PURCHASE | 2016-12 | $25,756 | $25,606 | $150 | |
| 448.267 SHS HENDERSON GLOBAL FDS EUR | PURCHASE | 2016-09 | $14,573 | $14,060 | $513 | |
| 45 SHS ISHARES ETF US TECHNOLOGY | 2016-02 | PURCHASE | 2016-09 | $5,384 | $4,448 | $936 |
| 67 SHS ISHARES MORNINGSTAR ETF MID C | 2016-02 | PURCHASE | 2016-12 | $10,413 | $8,969 | $1,444 |
| 96 SHS ISHARES ETF EDGE MSCI MIN VOL | 2016-02 | PURCHASE | 2016-12 | $5,887 | $6,068 | -$181 |
| 1196.47 SHS IVY FUNDS EMERGING MKTS | PURCHASE | $18,291 | $16,167 | $2,124 | ||
| 1309.885 SHS LORD ABBETT SECS TR GRO | PURCHASE | 2016-09 | $30,717 | $28,920 | $1,797 | |
| 1084.943 SHS MFS SER TR X EMERGING M | PURCHASE | 2016-02 | $14,755 | $15,810 | -$1,055 | |
| 1773.426 SHS MAINGATE MLP FD CL I | PURCHASE | $17,565 | $14,680 | $2,885 | ||
| 1119.294 SHS OPPENHEIMER FUNDS FUND' | PURCHASE | 2016-12 | $30,713 | $30,612 | $101 | |
| 4696.711 SHS PIMCO FOREIGN BOND FD I | PURCHASE | 2016-12 | $48,658 | $49,076 | -$418 | |
| 417.308 SHS PIMCO EQUITY SER EQS LON | PURCHASE | 2016-08 | $4,991 | $4,825 | $166 | |
| 1246.063 SHS PRUDENTIAL INVT PORT IN | PURCHASE | 2016-12 | $17,582 | $17,619 | -$37 | |
| 2249.926 SHS PRUDENTIAL INVT PORTS I | PURCHASE | 2016-09 | $20,609 | $20,060 | $549 | |
| 279 SHS GUGGENHEIM ETF S&P 500 WEIGH | 2016-02 | PURCHASE | 2016-12 | $23,854 | $20,238 | $3,616 |
| 925.231 SHS TEMPLETON INCOME TR GLOB | PURCHASE | 2016-12 | $10,770 | $10,113 | $657 | |
| 199 SHS VANGUARD CONSUMER STAPLE ETF | PURCHASE | $26,635 | $25,681 | $954 | ||
| 375.631 SHS AMCAP FUND INC CLASS F2 | PURCHASE | $10,343 | $11,152 | -$809 | ||
| 507.349 SHS BARON SELECT FUNDS REAL | 2015-06 | PURCHASE | 2016-09 | $12,334 | $13,612 | -$1,278 |
| 323.777 SHS CALAMOS INVT TR NEW MARK | PURCHASE | 2016-09 | $4,199 | $4,218 | -$19 | |
| 86 SHS PUREFUNDS ISE CYBER ETF SECUR | 2015-08 | PURCHASE | 2016-09 | $2,376 | $2,560 | -$184 |
| 688.433 SHS FMI FUNDS INTERNT'L FUND | 2015-10 | PURCHASE | 2016-12 | $20,935 | $20,143 | $792 |
| 138.894 SHS FIDELITY ADVISOR BIOTECH | 2015-06 | PURCHASE | 2016-09 | $3,300 | $4,253 | -$953 |
| 439.964 SHS FRANKLIN ALT STRAT FDS K | 2015-06 | PURCHASE | 2016-12 | $4,734 | $4,910 | -$176 |
| 571.41 SHS FRANKLIN INVS SECS TR CON | 2015-06 | PURCHASE | $10,365 | $10,788 | -$423 | |
| 344.508 SHS HENDERSON GLOBAL FDS EUR | PURCHASE | 2016-09 | $11,200 | $12,706 | -$1,506 | |
| 76 SHS ISHARES ETF US TECHNOLOGY | 2015-08 | PURCHASE | 2016-09 | $9,094 | $7,318 | $1,776 |
| 116 SHS ISHARES MORNINGSTAR ETF MIDC | 2015-06 | PURCHASE | $18,030 | $17,915 | $115 | |
| 174 SHS ISHARES ETF EDGE MSCI MIN VO | PURCHASE | 2016-12 | $10,669 | $11,253 | -$584 | |
| 682.68 SHS OPPENHEIMER EMERGING MKTS | 2015-06 | PURCHASE | $5,870 | $6,369 | -$499 | |
| 2295.879 SHS PIMCO FDS INCOME FD INS | 2015-06 | PURCHASE | $27,457 | $28,492 | -$1,035 | |
| 730.176 SHS PIMCO EQUITY SER EQS LON | 2015-06 | PURCHASE | 2016-08 | $8,733 | $8,815 | -$82 |
| 1240.958 SHS PRUDENTIAL INVT PORT IN | PURCHASE | $17,956 | $17,646 | $310 | ||
| 487 SHS GUGGENHEIM ETF S&P 500 WEIGH | 2015-06 | PURCHASE | $40,812 | $39,725 | $1,087 | |
| 1282.952 SHS TEMPLETON INCOME TR GLO | PURCHASE | 2016-12 | $14,934 | $15,919 | -$985 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $4,844,446 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,064,833 | AccumulatedDepreciationAmt |
| Book Value | $3,779,613 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APLEX OPERATIONS | |||
| OFFICE AND JANITORIAL SUPPLIE | $20,561 | $14,211 | $6,350 |
| INSURANCE | $16,000 | $11,059 | $4,941 |
| TELEPHONE | $5,517 | $3,813 | $1,704 |
| SUBCONTRACT LABOR - APLEX TEN | $20,431 | $14,121 | $6,310 |
| MISCELLANEOUS EXPENSE | $33 | $23 | $10 |
| SUBCONTRACTED SERVICES | $106,503 | $73,612 | $32,891 |
| MANAGEMENT FEE - APLEX | $45,000 | $31,103 | $13,897 |
| BANK/CC SERVICE CHARGES | $1,060 | $733 | $327 |
| SUPPLIES | $4,560 | $3,152 | $1,408 |
| ADVERTISING | $10,812 | $7,472 | $3,340 |
| COST OF GOODS SOLD | $124,915 | $124,915 | |
| EXPENSES | |||
| PROG SVC EXP - MISC GRANTS < | |||
| MISCELLANEOUS EXPENSE | $4,178 | $4,178 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APLEX OPERATIONS | Desc |
| Revenue And Expenses Per Books | $375,329 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $375,329 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO MANAGEMENT CO | $9,732 | |
| LINE OF CREDIT | $24,475 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $294 | $294 | |
| LICENSES & PERMITS | $95 | $95 |
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