ARCTICA AND ABBEY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ARCTICA AND ABBEY FOUNDATION (EIN 20-0396535)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-04
- IRS object ID
- 201800949349100700
- Schema version
- 2017v2.3
- Note
- A later return for the same period supersedes this one.
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-04T09:21:01-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383061223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINK KEY & CHLUDZINSKI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 W CENTRE AVE STE 200 | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200396535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARCTICA AND ABBEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCT | BusinessNameControlTxt |
| Phone | 2693758462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4040 GREENLEAF CIRCLE APT 301 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL K TOMICH | PersonNm |
| Person Title | SECTY/TREAS | PersonTitleTxt |
| Phone | 2693758462 | PhoneNum |
| Signature | 2018-03-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M BRINK | PreparerPersonNm |
| PTIN | P00124070 | PTIN |
| Phone | 2693219200 | PhoneNum |
| Preparation | 2018-04-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,115,063 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250,582 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $73 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,548 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $127,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,227 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $314,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,848 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,068 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,985 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $587 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $587 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,562 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $37,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $242,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,465 | CashBOYAmt |
| Cash EOY | $56,966 | CashEOYAmt |
| Cash EOYFMV | $56,966 | CashEOYFMVAmt |
| Corporate Stock BOY | $560,043 | CorporateStockBOYAmt |
| Corporate Stock EOY | $767,707 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,058,097 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $582,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $824,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,115,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $582,508 | RetainedEarningBOYAmt |
| Retained Earning EOY | $824,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $582,508 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $824,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $582,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $824,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $582,508 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $242,165 | ExcessRevenueOverExpensesAmt |
| Subtotal | $824,673 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $824,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,227 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $693,431 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049032 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,906 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $677,928 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054439 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,901 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $700,501 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049823 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $585,889 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042670 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $461,166 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052042 | DistributionYr5Rt |
| Total Distribution | 0.248006 | TotalDistributionRt |
| Average Distribution | 0.049601 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $922,000 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,732 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $333 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,065 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $666 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $666 | SubtotalAmt |
| Tax Based On Investment Income | $666 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $672 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL K TOMICH | IndividualWithBooksNm |
| Phone | 2693758462 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4040 GREENLEAF CIR APT 301 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHE-SHEN C TOMICH | ||||||||
| 4040 GREENLEAF CIR APT 301 | KALAMAZOO | MI | 49008 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| PAUL K TOMICH | ||||||||
| 4040 GREENLEAF CIR APT 301 | KALAMAZOO | MI | 49008 | SECTY/TREAS | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $896,326 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $936,041 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $936,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,041 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $922,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $666 | TotalTaxAmt |
| Distributable Before Adj | $45,434 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,434 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,434 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,434 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,143 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $74 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,198 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,415 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $35,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $4,415 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,415 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $6,019 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHE-SHEN C TOMICH | ContributingManagerNm |
| Contributing Manager | PAUL K TOMICH | ContributingManagerNm |
| Shareholder Manager | CHE-SHEN C TOMICH | ShareholderManagerNm |
| Shareholder Manager | PAUL K TOMICH | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| NATIONAL WILDLIFE FEDERAT | |||||||
| 11100 WILDLIFE CENTER DRI | RESTON | VA | 20190 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $3,500 | |
| SMITHSONIAN | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $10,000 | |
| BINDER PARK ZOO | |||||||
| 7400 DIVISION DRIVE | BATTLE CREEK | MI | 49014 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $2,000 | |
| PAWS WITH A CAUSE | |||||||
| 4646 SOUTH DIVISION | WAYLAND | MI | 49348 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $2,000 | |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY FOURTH ST NW | WASHINGTON | DC | 20037 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $10,000 | |
| AMERICAN BIRD CONSERVANCY | |||||||
| 4249 LOUDOUN AVE | THE PLAINS | VA | 20198 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $2,000 | |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $2,500 | |
| MICHIGAN AUDUBON SOCIETY | |||||||
| 2310 SCIENCE PARKWAY | OKEMOS | MI | 48864 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $1,000 | SUITE 200 |
| SOUTHWEST MICHIGAN LAND CONSERVANCY | |||||||
| 8395 EAST MAIN STREET | GALESBURG | MI | 49053 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $1,000 | |
| SPCA OF SOUTHWEST MICHIGAN | |||||||
| 6955 W KL AVENUE | KALAMAZOO | MI | 49009 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,548 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,227 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,937 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,848 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,937 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,785 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DR CHE-SHEN C TOMICH | ||||||
| 1 | 4040 GREENLEAF CIR APT 301 | KALAMAZOO | MI | 49008 | $125,291 | Yes (X) |
| DR PAUL K TOMICH | ||||||
| 2 | 4040 GREENLEAF CIR APT 301 | KALAMAZOO | MI | 49008 | $125,291 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BRINK, KEY & CHLUDZINSKI | CategoryTxt |
| Amt | $1,068 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MFS RESEARCH FUND | 2016-08 | PURCHASE | 2017-11 | $35,000 | $30,910 | $4,090 |
| RAYMOND JAMES | PURCHASE | $70,443 | $55,596 | $14,847 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS & OPTIONS | $721,479 | $1,002,788 |
| REITS | $46,228 | $55,309 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| LIFE INSURANCE PREMIUMS | $24,250 |
| MISCELLANEOUS | $312 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR | CategoryTxt |
| Amt | $10,985 | Amt |
| Net Investment Income | $10,985 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $259 | $259 |
| MI TAX | $20 | $20 |
| FOREIGN INCOME TAX | $308 | $308 |
Comments