Caring that makes the difference
Official Benefit Funds Statement
Generated: November 3, 2026 · 4:34 PM
Individual Record · H1-1114
Taylor Brooks
Medical Record Number: MRN-78302 · Assigned Caseworker: Casey Morgan
TB
Taylor Brooks
Enrolled: Aug 20, 2025 · Status: Active
MRN: MRN-78302
Last 4 SSN: •••• 6582
MCI: ENC-MCI-78302
PA ABLE: Established
Benefit received · Oct
$1,000.00
Government entitlement
Additional income
$0.00
Gifts, work, refunds
Expenses recorded
$67.28
October spending
Agency advance balance
$0.00
Outstanding agency debt
Financial Stream Overview
Current balances and accounting ledger boundaries
Government benefits ledger (October)
$1,000.00
Additional income running balance
$0.00
Expenses recorded (October)
−$67.28
Outstanding agency debt
$0.00
Ledgers are strictly maintained in separate tables to avoid co-mingling benefit entitlement with other funds or agency debt.
Administrative Record
Health1st ID
H1-1114
Medical Record Number
MRN-78302
Assigned Caseworker
Casey Morgan
PA ABLE Account Status
Established
Account Status
Active
Government Benefit History
Monthly entitlement records for Taylor Brooks
| Month | Amount Received | Received Date | Status |
|---|---|---|---|
| 2026-10 | $1,000.00 | Oct 1, 2026 | Confirmed |
Effective Category Allocations
Recommended percentages and planning allocations
Housing
50%
Food & groceries
20%
Personal needs
10%
Transportation
10%
Other approved needs
10%
Allocations are planning recommendations derived from actual benefit received.
Isolated Income Sources
Running balances per source
| Source Ledger | Type | Current Balance | Transactions |
|---|
Income Transactions Stream
| Date | Source | Description | Amount | Status |
|---|---|---|---|---|
| No income transactions logged. | ||||
Expense Ledger
Recorded expenses and receipt verification status
| Date | Category | Vendor / Description | Amount | Receipt Status | Exception Review |
|---|---|---|---|---|---|
| Oct 16, 2026 | Food & groceries | County Grocers Food and essential supplies | $67.28 | Attached | Recorded |
Gift Records & 3-Calendar-Day Rule
Gifts causing countable resources to exceed $2,000 must have excess addressed within 3 calendar days
| Date Received | Donor | Gift Amount | Excess Over $2,000 | Deadline | Transfer Status |
|---|---|---|---|---|---|
| Oct 16, 2026 | Grandparent Endowment | $500.00 | $200.00 | Oct 19, 2026 | Completed (PA ABLE) |
Agency Advances Owed to Health1st
Tracked separately as an amount owed until fully recouped
| Reference | Date | Reason | Original Amount | Repaid to Date | Remaining Debt | Status |
|---|---|---|---|---|---|---|
| No agency advances issued to this individual. | ||||||
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