ARCTICA AND ABBEY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ARCTICA AND ABBEY FOUNDATION (EIN 20-0396535)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-11
IRS object ID
202521019349100227
Schema version
2024v5.0
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)
Return2025-04-11T14:05:49-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-03-31SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAIME L WILFONGPreparerPersonNm
PTINP01061901PTIN
Phone2693219200PhoneNum
Preparation2025-03-31PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,277,912FMVAssetsEOYAmt
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$397InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$397InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,357DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,357DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$97,363NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$441,901GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,081CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$125,117TotalRevAndExpnssAmt
Total Net Invst Incm$33,835TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$550AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,329OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,329OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$250TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$210OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$13,889TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,129TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$550TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$62,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$62,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,889TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,129TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,228ExcessRevenueOverExpensesAmt
Net Investment Income$20,706NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$46,802CashBOYAmt
Cash EOY$30,219CashEOYAmt
Cash EOYFMV$30,219CashEOYFMVAmt
Corporate Stock BOY$917,669CorporateStockBOYAmt
Corporate Stock EOY$968,480CorporateStockEOYAmt
Corporate Stock EOYFMV$1,247,693CorporateStockEOYFMVAmt
Total Assets BOY$964,471TotalAssetsBOYAmt
Total Assets EOY$998,699TotalAssetsEOYAmt
Total Assets EOYFMV$1,277,912TotalAssetsEOYFMVAmt
Accounts Payable BOY$15,000AccountsPayableBOYAmt
Total Liabilities BOY$15,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$949,471RetainedEarningBOYAmt
Retained Earning EOY$998,699RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$949,471TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$998,699TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$964,471TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$998,699TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$949,471TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,228ExcessRevenueOverExpensesAmt
Subtotal$998,699SubtotalAmt
Tot Net Ast Or Fund Balances EOY$998,699TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$6,081CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$288InvestmentIncomeExciseTaxAmt
Subtotal$288SubtotalAmt
Tax Based On Investment Income$288TaxBasedOnInvestmentIncomeAmt
Tax Due$288TaxDueAmt

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 EtcfalseOrganizationDissolvedEtcInd
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$1,196,734AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,511AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,235,245TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,235,245AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,529CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,216,716NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,836MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,836MinimumInvestmentReturnAmt
Tax Based On Investment Income$288TaxBasedOnInvestmentIncomeAmt
Total Tax$288TotalTaxAmt
Distributable Before Adj$60,548DistributableBeforeAdjAmt
Distributable Before Ded$60,548DistributableBeforeDedAmt
Distributable As Adjusted$60,548DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,550ExpensesAndContributionsAmt
Qualifying Distributions$62,550QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,548DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$57,865ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$69,535ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,307ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$132,707TotalExcessDistributionCyovAmt
Qualifying Distributions$62,550QualifyingDistributionsAmt
Applied To Current Year$60,548AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,002RemainingDistriFromCorpusAmt
Total Corpus$134,709TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$134,709ExcessDistriCyovToNextYrAmt
Excess From Year3$57,865ExcessFromYear3Amt
Excess From Year2$69,535ExcessFromYear2Amt
Excess From Year1$5,307ExcessFromYear1Amt
Excess From Current Year$2,002ExcessFromCurrentYearAmt

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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN BIRD CONSERVANCY
4249 LOUDOUN AVETHE PLAINSVA20198NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$2,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$5,000
NATIONAL WILDLIFE FEDERAT
11100 WILDLIFE CENTER DRIRESTONVA20190NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$3,000
SMITHSONIAN
PO BOX 37012WASHINGTONDC20013NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$15,000
WORLD WILDLIFE FUND
1250 TWENTY FOURTH ST NWWASHINGTONDC20037NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$15,000
BINDER PARK ZOO
7400 DIVISION DRIVEBATTLE CREEKMI49014NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$3,000
MICHIGAN AUDUBON SOCIETY
2310 SCIENCE PARKWAYOKEMOSMI48864NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$2,000SUITE 200
PAWS WITH A CAUSE
4646 SOUTH DIVISIONWAYLANDMI49348NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$5,000
SOUTHWEST MICHIGAN LAND CONSERVANCY
8395 EAST MAIN STREETGALESBURGMI49053NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$2,000
SPCA OF SOUTHWEST MICHIGAN
6955 W KL AVENUEKALAMAZOOMI49009NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$2,000
KALAMAZOO HUMANE SOCIETY
3661 EASY STREETKALAMAZOOMI49001NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$5,000
SIERRA CLUB
2101 WEBSTER STOAKLANDCA94612NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$3,000SUITE 1300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$62,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$397ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,357ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$97,363RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27,754ExclusionAmt
Related Or Exempt Function Incm$97,363RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$125,117TotalIncomeProducingActyAmt

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$1,100Amt
Net Investment Income$550NetInvestmentIncomeAmt
Disbursements Charitable Prps$550DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmtSoldSoldDt
SEE ATTACHED - RAYMOND JAMES (0127)PURCHASE$134,024$127,825$6,199
SEE ATTACHED - RAYMOND JAMES (0127)PURCHASE$243,526$164,734$78,792
SEE ATTACHED - RAYMOND JAMES (0035)PURCHASE$1,370$1,289$812024-09
SEE ATTACHED - RAYMOND JAMES (0035)PURCHASE$56,900$50,690$6,2102024-09

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS & OPTIONS$931,869$1,201,209
REITS$36,611$46,484

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
MISCELLANEOUS$20
OTHER$190

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$12,329Amt
Net Investment Income$12,329NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$250Amt
Net Investment Income$250NetInvestmentIncomeAmt

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