ARCTICA AND ABBEY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ARCTICA AND ABBEY FOUNDATION (EIN 20-0396535)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-07
IRS object ID
201520979349100417
Schema version
2014v5.0
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)
Return2015-04-07T17:11:03-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 Line13703 BLACKBERRYAddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49008ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL K TOMICHPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone2693758462PhoneNum
Signature2015-03-30SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M BRINKPreparerPersonNm
PTINP00124070PTIN
Phone2693219200PhoneNum
Preparation2015-04-01PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,675FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,664ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,275DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,275DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,208NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$117,336GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,792OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,792OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$73,944TotalRevAndExpnssAmt
Total Net Invst Incm$21,079TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,025AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$10,860OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,860OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$512TaxesRevAndExpnssAmt
Taxes Net Invst Incm$293TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$23,942OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$36,339TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,153TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,339TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,153TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,605ExcessRevenueOverExpensesAmt
Net Investment Income$9,926NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,472CashBOYAmt
Cash EOY$18,675CashEOYAmt
Cash EOYFMV$18,675CashEOYFMVAmt
Corporate Stock BOY$491,589CorporateStockBOYAmt
Corporate Stock EOY$499,991CorporateStockEOYAmt
Total Assets BOY$516,061TotalAssetsBOYAmt
Total Assets EOY$518,666TotalAssetsEOYAmt
Total Assets EOYFMV$18,675TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$516,061RetainedEarningBOYAmt
Retained Earning EOY$518,666RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$516,061TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$518,666TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$516,061TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$518,666TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$516,061TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,605ExcessRevenueOverExpensesAmt
Subtotal$518,666SubtotalAmt
Tot Net Ast Or Fund Balances EOY$518,666TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$7CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$585,889NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042670DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$461,166NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052042DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$451,795NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050908DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$433,630NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048428DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$397,885NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047752DistributionYr5Rt
Total Distribution0.241800TotalDistributionRt
Average Distribution0.048360AverageDistributionRt
Net Vl Noncharitable Assets$700,501NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,876AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$99NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$33,975AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$99InvestmentIncomeExciseTaxAmt
Subtotal$99SubtotalAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Tax Due$99TaxDueAmt

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 Line13703 BLACKBERRYAddressLine1Txt
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 BLACKBERRYKALAMAZOOMI49008PRESIDENT2.00$0$0$0
PAUL K TOMICH
3703 BLACKBERRYKALAMAZOOMI49008SECTY/TREAS2.00$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$689,596AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,573AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$711,169TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$711,169AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,668CashDeemedCharitableAmt
Net Vl Noncharitable Assets$700,501NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,025MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,025MinimumInvestmentReturnAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Total Tax$99TotalTaxAmt
Distributable Before Adj$34,926DistributableBeforeAdjAmt
Distributable Before Ded$34,926DistributableBeforeDedAmt
Distributable As Adjusted$34,926DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,000ExpensesAndContributionsAmt
Qualifying Distributions$35,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$99PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$34,901AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,926DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$588ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,143ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,731TotalExcessDistributionCyovAmt
Qualifying Distributions$35,000QualifyingDistributionsAmt
Applied To Current Year$34,926AppliedToCurrentYearAmt
Remaining Distri From Corpus$74RemainingDistriFromCorpusAmt
Total Corpus$1,805TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,805ExcessDistriCyovToNextYrAmt
Excess From Year3$588ExcessFromYear3Amt
Excess From Year2$1,143ExcessFromYear2Amt
Excess From Current Year$74ExcessFromCurrentYearAmt

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 (11 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$1,000
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$7,500
SOUTHWEST MI LAND CONSERV
6851 S SPRINKLE ROADPORTAGEMI49002NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$1,000
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$35,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,275ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,792RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7ExclusionAmt
Related Or Exempt Function Incm$31,201RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,287ExclusionAmt
Related Or Exempt Function Incm$32,993RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$52,280TotalIncomeProducingActyAmt

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$10,832Yes (X)
DR PAUL K TOMICH
23703 BLACKBERRY LANEKALAMAZOOMI49008$10,832Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBRINK, KEY & CHLUDZINSKICategoryTxt
Amt$1,025Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
RAYMOND JAMES2014-01PURCHASE2014-12$5,661$5,785-$124
RAYMOND JAMES2014-01PURCHASE2014-12$111,668$80,343$31,325

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
STOCKS & OPTIONS$483,655
REITS$16,336

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
LIFE INSURANCE PREMIUMS$21,664
BALANCE ADJUSTMENT$2,278

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$1,792RevenueAndExpensesPerBooksAmt
Net Investment Income$1,792NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$10,860Amt
Net Investment Income$10,860NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX$199
MI TAX$20
FOREIGN INCOME TAX$293$293

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