ARCTICA AND ABBEY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ARCTICA AND ABBEY FOUNDATION (EIN 20-0396535)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-12
IRS object ID
202221029349100727
Schema version
2021v4.0
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)
Return2022-04-12T16:39:01-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-04-12SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastTOMICHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAIME L WILFONGPreparerPersonNm
PTINP01061901PTIN
Phone2693219200PhoneNum
Preparation2022-04-12PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,361,564FMVAssetsEOYAmt
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$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,421DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,381DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$110,751NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$402,145GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,434CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$137,176TotalRevAndExpnssAmt
Total Net Invst Incm$33,819TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,065AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$532AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$533AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,976OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,976OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$312TaxesRevAndExpnssAmt
Taxes Net Invst Incm$292TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$12,353TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,800TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$533TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,353TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,800TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,533TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$64,823ExcessRevenueOverExpensesAmt
Net Investment Income$22,019NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,006CashBOYAmt
Cash EOY$47,736CashEOYAmt
Cash EOYFMV$47,736CashEOYFMVAmt
Corporate Stock BOY$885,728CorporateStockBOYAmt
Corporate Stock EOY$779,461CorporateStockEOYAmt
Corporate Stock EOYFMV$1,313,828CorporateStockEOYFMVAmt
Total Assets BOY$916,734TotalAssetsBOYAmt
Total Assets EOY$827,197TotalAssetsEOYAmt
Total Assets EOYFMV$1,361,564TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$916,734RetainedEarningBOYAmt
Retained Earning EOY$827,197RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$916,734TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$827,197TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$916,734TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$827,197TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$916,734TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$64,823ExcessRevenueOverExpensesAmt
Subtotal$981,557SubtotalAmt
Other Decreases$154,360OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$827,197TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$8,434CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$306InvestmentIncomeExciseTaxAmt
Subtotal$306SubtotalAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Tax Due$306TaxDueAmt

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$306TaxBasedOnInvestmentIncomeAmt
Total Tax$306TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,533ExpensesAndContributionsAmt
Qualifying Distributions$60,533QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$2,668UndistributedIncomePYAmt
Qualifying Distributions$60,533QualifyingDistributionsAmt
Applied To Year1$2,668AppliedToYear1Amt
Remaining Distri From Corpus$57,865RemainingDistriFromCorpusAmt
Total Corpus$57,865TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$57,865ExcessDistriCyovToNextYrAmt
Excess From Current Year$57,865ExcessFromCurrentYearAmt

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$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$12,000
WORLD WILDLIFE FUND
1250 TWENTY FOURTH ST NWWASHINGTONDC20037NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$12,000
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$3,000SUITE 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$1,000
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$60,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,381ExclusionAmt
Related Or Exempt Function Incm$1,040RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,434ExclusionAmt
Related Or Exempt Function Incm$102,317RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$33,819ExclusionAmt
Related Or Exempt Function Incm$103,357RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$137,176TotalIncomeProducingActyAmt

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$1,065Amt
Net Investment Income$532NetInvestmentIncomeAmt
Disbursements Charitable Prps$533DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
RAYMOND JAMES 0127PURCHASE$46,648$37,145$9,503
RAYMOND JAMES 0127PURCHASE$233,819$153,732$80,087
RAYMOND JAMES 0035PURCHASE$3,496$3,206$290
RAYMOND JAMES 0035PURCHASE$109,748$97,311$12,437

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS & OPTIONS$759,057$1,265,639
REITS$20,404$48,189

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$154,360Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
MISCELLANEOUS

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$10,976Amt
Net Investment Income$10,976NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX$292$292
MI TAX$20

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