ARCTICA AND ABBEY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ARCTICA AND ABBEY FOUNDATION (EIN 20-0396535)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-05
IRS object ID
202320959349100632
Schema version
2022v5.0
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)
Return2023-04-05T15:54:27-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-04-03SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastTOMICHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAIME L WILFONGPreparerPersonNm
PTINP01061901PTIN
Phone2693219200PhoneNum
Preparation2023-04-03PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,145,774FMVAssetsEOYAmt
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$354InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$354InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,792DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,836DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$44,297NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$241,670GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,942CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$71,443TotalRevAndExpnssAmt
Total Net Invst Incm$30,132TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,070AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$535AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$535AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,745OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,745OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$326TaxesRevAndExpnssAmt
Taxes Net Invst Incm$306TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$12,141TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,586TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$535TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$69,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$69,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,141TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,586TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$69,535TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,698ExcessRevenueOverExpensesAmt
Net Investment Income$18,546NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$47,736CashBOYAmt
Cash EOY$33,544CashEOYAmt
Cash EOYFMV$33,544CashEOYFMVAmt
Corporate Stock BOY$779,461CorporateStockBOYAmt
Corporate Stock EOY$946,634CorporateStockEOYAmt
Corporate Stock EOYFMV$1,112,230CorporateStockEOYFMVAmt
Total Assets BOY$827,197TotalAssetsBOYAmt
Total Assets EOY$980,178TotalAssetsEOYAmt
Total Assets EOYFMV$1,145,774TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$827,197RetainedEarningBOYAmt
Retained Earning EOY$980,178RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$827,197TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$980,178TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$827,197TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$980,178TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$827,197TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,698ExcessRevenueOverExpensesAmt
Other Increases$162,679OtherIncreasesAmt
Subtotal$980,178SubtotalAmt
Tot Net Ast Or Fund Balances EOY$980,178TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3,942CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$258InvestmentIncomeExciseTaxAmt
Subtotal$258SubtotalAmt
Tax Based On Investment Income$258TaxBasedOnInvestmentIncomeAmt
Tax Due$258TaxDueAmt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$258TaxBasedOnInvestmentIncomeAmt
Total Tax$258TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$69,535ExpensesAndContributionsAmt
Qualifying Distributions$69,535QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$57,865ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$57,865TotalExcessDistributionCyovAmt
Qualifying Distributions$69,535QualifyingDistributionsAmt
Remaining Distri From Corpus$69,535RemainingDistriFromCorpusAmt
Total Corpus$127,400TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$127,400ExcessDistriCyovToNextYrAmt
Excess From Year1$57,865ExcessFromYear1Amt
Excess From Current Year$69,535ExcessFromCurrentYearAmt

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$3,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$6,000
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$4,000SUITE 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$3,000
KALAMAZOO HUMANE SOCIETY
3661 EASY STREETKALAMAZOOMI49001NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$7,000
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$69,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$354ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,836ExclusionAmt
Related Or Exempt Function Incm$956RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,942ExclusionAmt
Related Or Exempt Function Incm$40,355RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$30,132ExclusionAmt
Related Or Exempt Function Incm$41,311RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,443TotalIncomeProducingActyAmt

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$1,070Amt
Net Investment Income$535NetInvestmentIncomeAmt
Disbursements Charitable Prps$535DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
SEE ATTACHED - RAYMOND JAMES (0127)2022-01PURCHASE2022-12$39,735$46,783-$7,048
SEE ATTACHED - RAYMOND JAMES (0127)2022-01PURCHASE2022-12$137,910$100,344$37,566
SEE ATTACHED - RAYMOND JAMES (0035)2022-01PURCHASE2022-12$1,366$1,486-$120
SEE ATTACHED - RAYMOND JAMES (0035)2022-01PURCHASE2022-12$58,717$48,760$9,957

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS & OPTIONS$924,852$1,079,024
REITS$21,782$33,206

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
MISCELLANEOUS

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMNETSDesc
Amt$162,679Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$10,745Amt
Net Investment Income$10,745NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX$306$306
MI TAX$20

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