ARCTICA AND ABBEY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ARCTICA AND ABBEY FOUNDATION (EIN 20-0396535)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-29
IRS object ID
202611809349100936
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-29T17:23:34-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383061223PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11300 W CENTRE AVE STE 200AddressLine1Txt
CityPORTAGECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49024ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200396535EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARCTICA AND ABBEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARCTBusinessNameControlTxt
Phone2693758462PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14040 GREENLEAF CIRCLE APT 301AddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49008ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL K TOMICHPersonNm
Person TitleSECTY/TREASPersonTitleTxt
Phone2693758462PhoneNum
Signature2026-06-26SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAIME L WILFONGPreparerPersonNm
PTINP01061901PTIN
Phone2693219200PhoneNum
Preparation2026-06-29PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,007InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,007InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,542DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,542DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$687,770NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,063,920GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$317,012CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$712,319TotalRevAndExpnssAmt
Total Net Invst Incm$341,561TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,125AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$563AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$562AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,708OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,708OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$288TaxesRevAndExpnssAmt
Taxes Net Invst Incm$288TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$12,121TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,559TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$562TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,698,897ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,698,897ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,711,018TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,559TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,699,459TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$998,699ExcessRevenueOverExpensesAmt
Net Investment Income$330,002NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,219CashBOYAmt
Corporate Stock BOY$968,480CorporateStockBOYAmt
Total Assets BOY$998,699TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$998,699RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$998,699TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$998,699TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$998,699TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$998,699ExcessRevenueOverExpensesAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$317,012CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,587InvestmentIncomeExciseTaxAmt
Subtotal$4,587SubtotalAmt
Tax Based On Investment Income$4,587TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$16EsPenaltyAmt
Tax Due$4,603TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPAUL K TOMICHIndividualWithBooksNm
Phone2693758462PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14040 GREENLEAF CIR APT 301AddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49008ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHE-SHEN C TOMICH
4040 GREENLEAF CIR APT 301KALAMAZOOMI49008PRESIDENT000.00$0$0$0
PAUL K TOMICH
4040 GREENLEAF CIR APT 301KALAMAZOOMI49008SECTY/TREAS000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,262,016AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,674AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,287,690TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,287,690AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,315CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,268,375NetVlNoncharitableAssetsAmt
Minimum Investment Return$63,419MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$63,419MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,587TaxBasedOnInvestmentIncomeAmt
Total Tax$4,587TotalTaxAmt
Distributable Before Adj$58,832DistributableBeforeAdjAmt
Distributable Before Ded$58,832DistributableBeforeDedAmt
Deduction From Distributable$58,832DeductionFromDistributableAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,699,459ExpensesAndContributionsAmt
Qualifying Distributions$1,699,459QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$57,865ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$69,535ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,307ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,002ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$134,709TotalExcessDistributionCyovAmt
Qualifying Distributions$1,699,459QualifyingDistributionsAmt
Remaining Distri From Corpus$1,699,459RemainingDistriFromCorpusAmt
Total Corpus$1,834,168TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,834,168ExcessDistriCyovToNextYrAmt
Excess From Year4$57,865ExcessFromYear4Amt
Excess From Year3$69,535ExcessFromYear3Amt
Excess From Year2$5,307ExcessFromYear2Amt
Excess From Year1$2,002ExcessFromYear1Amt
Excess From Current Year$1,699,459ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHE-SHEN C TOMICHContributingManagerNm
Contributing ManagerPAUL K TOMICHContributingManagerNm
Shareholder ManagerCHE-SHEN C TOMICHShareholderManagerNm
Shareholder ManagerPAUL K TOMICHShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1KALAMAZOO COMMUNITY FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1402E MICHIGAN AVEAddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49007ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNO RELATIONSHIPRecipientRelationshipTxt
Recipient Foundation StatusPFRecipientFoundationStatusCd
Grant Or Contribution PurposeSEE RECIPIENT'S STATEMENT OF PURPOSEGrantOrContributionPurposeTxt
Amt$1,698,897Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,698,897TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,007ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,542ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$687,770RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$24,549ExclusionAmt
Related Or Exempt Function Incm$687,770RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$712,319TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBRINK, KEY & CHLUDZINSKICategoryTxt
Amt$1,125Amt
Net Investment Income$563NetInvestmentIncomeAmt
Disbursements Charitable Prps$562DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
SEE ATTACHED - RAYMOND JAMES (0035)PURCHASE$13,360$12,414$946
SEE ATTACHED - RAYMOND JAMES (0035)PURCHASE$263,591$210,336$53,255
SEE ATTACHED - RAYMOND JAMES (0127)PURCHASE$620,785$584,289$36,496
SEE ATTACHED - RAYMOND JAMES (0127)PURCHASE$849,172$569,111$280,061

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm
STOCKS & OPTIONS
REITS

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc
EXPENSES
MISCELLANEOUS
OTHER

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$10,708Amt
Net Investment Income$10,708NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$288Amt
Net Investment Income$288NetInvestmentIncomeAmt

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