ARCTICA AND ABBEY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ARCTICA AND ABBEY FOUNDATION (EIN 20-0396535)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-23
IRS object ID
201720829349100507
Schema version
2016v3.0
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)
Return2017-03-23T20:23:17+00:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383061223PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRINK KEY & CHLUDZINSKI PCBusinessNameLine1Txt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-03-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M BRINKPreparerPersonNm
PTINP00124070PTIN
Phone2693219200PhoneNum
Preparation2017-03-14PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id369B8059A9915DF27F7270DC0ED199D7F149CA52AtSubmissionCreationDeviceId
At Submission Filing Device Id55768AC9CD56D4035E89663FEFE1880A83120F3AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$757,021FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$86,275ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$27InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,789DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,789DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,288NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$143,183GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,630CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$152,379TotalRevAndExpnssAmt
Total Net Invst Incm$23,446TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,040AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$10,094OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,094OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$379TaxesRevAndExpnssAmt
Taxes Net Invst Incm$379TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$22,289OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$33,802TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,473TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,802TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,473TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$84,577ExcessRevenueOverExpensesAmt
Net Investment Income$12,973NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,283CashBOYAmt
Cash EOY$22,465CashEOYAmt
Cash EOYFMV$22,464CashEOYFMVAmt
Corporate Stock BOY$485,648CorporateStockBOYAmt
Corporate Stock EOY$560,043CorporateStockEOYAmt
Corporate Stock EOYFMV$734,557CorporateStockEOYFMVAmt
Total Assets BOY$497,931TotalAssetsBOYAmt
Total Assets EOY$582,508TotalAssetsEOYAmt
Total Assets EOYFMV$757,021TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$497,931RetainedEarningBOYAmt
Retained Earning EOY$582,508RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$497,931TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$582,508TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$497,931TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$582,508TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$497,931TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$84,577ExcessRevenueOverExpensesAmt
Subtotal$582,508SubtotalAmt
Tot Net Ast Or Fund Balances EOY$582,508TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3,630CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,906AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$677,928NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054439DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,901AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$700,501NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049823DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$585,889NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042670DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$461,166NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052042DistributionYr4Rt
Adjusted Qlfy Distri Yr5$23,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$451,795NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050908DistributionYr5Rt
Total Distribution0.249882TotalDistributionRt
Average Distribution0.049976AverageDistributionRt
Net Vl Noncharitable Assets$693,431NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$34,655AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$130NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,785AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$259InvestmentIncomeExciseTaxAmt
Subtotal$259SubtotalAmt
Tax Based On Investment Income$259TaxBasedOnInvestmentIncomeAmt
Tax Due$259TaxDueAmt

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

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 301KALAMAZOOMI49008PRESIDENT1.00$0$0$0
PAUL K TOMICH
4040 GREENLEAF CIR APT 301KALAMAZOOMI49008SECTY/TREAS1.00$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$686,618AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,373AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$703,991TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$703,991AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,560CashDeemedCharitableAmt
Net Vl Noncharitable Assets$693,431NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,672MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,672MinimumInvestmentReturnAmt
Tax Based On Investment Income$259TaxBasedOnInvestmentIncomeAmt
Total Tax$259TotalTaxAmt
Distributable Before Adj$34,413DistributableBeforeAdjAmt
Distributable Before Ded$34,413DistributableBeforeDedAmt
Distributable As Adjusted$34,413DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,000ExpensesAndContributionsAmt
Qualifying Distributions$34,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$34,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,413DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$588ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,143ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$74ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,198ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,003TotalExcessDistributionCyovAmt
Qualifying Distributions$34,000QualifyingDistributionsAmt
Applied To Current Year$34,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$413ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$413ExcessDistributionCyovAppCYAmt
Total Corpus$4,590TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$175ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,415ExcessDistriCyovToNextYrAmt
Excess From Year4$1,143ExcessFromYear4Amt
Excess From Year2$74ExcessFromYear2Amt
Excess From Year1$3,198ExcessFromYear1Amt

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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KALAMAZOO HUMANE SOCIETY
4239 S WESTNEDGEKALAMAZOOMI49008NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$3,000
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$10,000
BINDER PARK ZOO
7400 DIVISION DRIVEBATTLE CREEKMI49014NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$1,500
PAWS WITH A CAUSE
4646 SOUTH DIVISIONWAYLANDMI49348NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$2,000
WORLD WILDLIFE FUND
1250 TWENTY FOURTH ST NWWASHINGTONDC20037NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$10,000
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$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,789ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,630ExclusionAmt
Related Or Exempt Function Incm$42,658RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,446ExclusionAmt
Related Or Exempt Function Incm$42,658RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,104TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DR CHE-SHEN C TOMICH
14040 GREENLEAF CIR APT 301KALAMAZOOMI49008$43,138Yes (X)
DR PAUL K TOMICH
24040 GREENLEAF CIR APT 301KALAMAZOOMI49008$43,137Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBRINK, KEY & CHLUDZINSKICategoryTxt
Amt$1,040Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
MFS RESEARCH FUND CLASS A2016-08PURCHASE2016-10$4,994$5,046-$52
RAYMOND JAMESPURCHASE$2,282$2,374-$92
RAYMOND JAMESPURCHASE$132,277$89,475$42,802

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS & OPTIONS$537,035$706,792
REITS$23,008$27,765

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
LIFE INSURANCE PREMIUMS$22,289

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$10,094Amt
Net Investment Income$10,094NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX$94$94
MI TAX$45$45
FOREIGN INCOME TAX$240$240

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.