ARCTICA AND ABBEY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ARCTICA AND ABBEY FOUNDATION (EIN 20-0396535)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-13
IRS object ID
201611049349100611
Schema version
2015v2.1
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)
Return2016-04-13T14:26:20-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-04-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M BRINKPreparerPersonNm
PTINP00124070PTIN
Phone2693219200PhoneNum
Preparation2016-04-01PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$653,261FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$22,289ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,216DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,216DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,711NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$152,415GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$385CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$450OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$450OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$52,670TotalRevAndExpnssAmt
Total Net Invst Incm$20,055TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,045AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$10,406OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,406OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$366TaxesRevAndExpnssAmt
Taxes Net Invst Incm$247TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$22,289OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$34,106TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,653TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,106TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,653TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,436ExcessRevenueOverExpensesAmt
Net Investment Income$9,402NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,675CashBOYAmt
Cash EOY$14,582CashEOYAmt
Cash EOYFMV$14,582CashEOYFMVAmt
Corporate Stock BOY$499,991CorporateStockBOYAmt
Corporate Stock EOY$485,648CorporateStockEOYAmt
Corporate Stock EOYFMV$638,679CorporateStockEOYFMVAmt
Total Assets BOY$518,666TotalAssetsBOYAmt
Total Assets EOY$500,230TotalAssetsEOYAmt
Total Assets EOYFMV$653,261TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$518,666RetainedEarningBOYAmt
Retained Earning EOY$500,230RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$518,666TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$500,230TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$518,666TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$500,230TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$518,666TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,436ExcessRevenueOverExpensesAmt
Subtotal$500,230SubtotalAmt
Tot Net Ast Or Fund Balances EOY$500,230TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$385CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$34,901AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$700,501NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049823DistributionYr1Rt
Adjusted Qlfy Distri Yr2$25,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$585,889NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042670DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$461,166NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052042DistributionYr3Rt
Adjusted Qlfy Distri Yr4$23,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$451,795NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050908DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$433,630NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048428DistributionYr5Rt
Total Distribution0.243871TotalDistributionRt
Average Distribution0.048774AverageDistributionRt
Net Vl Noncharitable Assets$677,928NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,065AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$94NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$33,159AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$94InvestmentIncomeExciseTaxAmt
Subtotal$94SubtotalAmt
Tax Based On Investment Income$94TaxBasedOnInvestmentIncomeAmt
Tax Due$94TaxDueAmt

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
3703 BLACKBERRYKALAMAZOOMI49008PRESIDENT1.00$0$0$0
PAUL K TOMICH
3703 BLACKBERRYKALAMAZOOMI49008SECTY/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$671,624AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,628AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$688,252TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$688,252AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,324CashDeemedCharitableAmt
Net Vl Noncharitable Assets$677,928NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,896MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,896MinimumInvestmentReturnAmt
Tax Based On Investment Income$94TaxBasedOnInvestmentIncomeAmt
Total Tax$94TotalTaxAmt
Distributable Before Adj$33,802DistributableBeforeAdjAmt
Distributable Before Ded$33,802DistributableBeforeDedAmt
Distributable As Adjusted$33,802DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,000ExpensesAndContributionsAmt
Qualifying Distributions$37,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$94PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$36,906AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,802DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$588ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,143ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$74ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,805TotalExcessDistributionCyovAmt
Qualifying Distributions$37,000QualifyingDistributionsAmt
Applied To Current Year$33,802AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,198RemainingDistriFromCorpusAmt
Total Corpus$5,003TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$5,003ExcessDistriCyovToNextYrAmt
Excess From Year4$588ExcessFromYear4Amt
Excess From Year3$1,143ExcessFromYear3Amt
Excess From Year1$74ExcessFromYear1Amt
Excess From Current Year$3,198ExcessFromCurrentYearAmt

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 (10 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
MICHIGAN AUDUBON SOCIETY
PO BOX 15249LANSINGMI48901NO 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$1,500
COMPANION ANIMAL FUND
300 SPARTAN WAYEAST LANSINGMI488241005NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$2,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,216ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$450RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$385ExclusionAmt
Related Or Exempt Function Incm$10,326RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,605ExclusionAmt
Related Or Exempt Function Incm$10,776RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,381TotalIncomeProducingActyAmt

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
13703 BLACKBERRY LANEKALAMAZOOMI49008$11,145Yes (X)
DR PAUL K TOMICH
23703 BLACKBERRY LANEKALAMAZOOMI49008$11,144Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBRINK, KEY & CHLUDZINSKICategoryTxt
Amt$1,045Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
RAYMOND JAMESPURCHASE$27,617$36,384-$8,767
RAYMOND JAMESPURCHASE$124,413$105,320$19,093

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS & OPTIONS$461,837$612,227
REITS$23,811$26,452

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

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

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$450RevenueAndExpensesPerBooksAmt
Net Investment Income$450NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$10,406Amt
Net Investment Income$10,406NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX$99
MI TAX$20
FOREIGN INCOME TAX$247$247

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