ARCTICA AND ABBEY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ARCTICA AND ABBEY FOUNDATION (EIN 20-0396535)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-03-29
IRS object ID
201400889349100800
Schema version
2013v3.1
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)
Return2014-03-29T11:06:04-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRINK KEY & CHLUDZINSKI PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11300 WEST CENTRE AVENUE SUITE 200AddressLine1
CityPORTAGECity
StateMIState
ZIP Code49024ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200396535EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARCTICA AND ABBEY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlARCTBusinessNameControlTxt
Phone2693758462PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13703 BLACKBERRYAddressLine1
CityKALAMAZOOCity
StateMIState
ZIP Code49008ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL K TOMICHPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone2693758462PhoneNum
Signature2014-03-24SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M BRINKPreparerPersonNm
PTINP00124070PTIN
Phone2693219200PhoneNum
Preparation2014-03-24PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$699,095FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$109,648ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,015DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,015DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$34,457NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$260,671GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$337CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$631OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$631OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$162,755TotalRevAndExpnssAmt
Total Net Invst Incm$18,987TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,048AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$8,718OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,718OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$537TaxesRevAndExpnssAmt
Taxes Net Invst Incm$316TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$20,894OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$31,197TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,034TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,197TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,034TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$106,558ExcessRevenueOverExpensesAmt
Net Investment Income$9,953NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,989CashBOYAmt
Cash EOY$24,472CashEOYAmt
Cash EOYFMV$24,472CashEOYFMVAmt
Corporate Stock BOY$388,514CorporateStockBOYAmt
Corporate Stock EOY$491,589CorporateStockEOYAmt
Corporate Stock EOYFMV$674,623CorporateStockEOYFMVAmt
Total Assets BOY$409,503TotalAssetsBOYAmt
Total Assets EOY$516,061TotalAssetsEOYAmt
Total Assets EOYFMV$699,095TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$409,503RetainedEarningBOYAmt
Retained Earning EOY$516,061RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$409,503TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$516,061TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$409,503TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$516,061TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$409,503TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$106,558ExcessRevenueOverExpensesAmt
Subtotal$516,061SubtotalAmt
Tot Net Ast Or Fund Balances EOY$516,061TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$337CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$461,166NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052042DistributionYr1Rt
Adjusted Qlfy Distri Yr2$23,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$451,795NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050908DistributionYr2Rt
Adjusted Qlfy Distri Yr3$21,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$433,630NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048428DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$397,885NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047752DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,908AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$453,676NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059311DistributionYr5Rt
Total Distribution0.258441TotalDistributionRt
Average Distribution0.051688AverageDistributionRt
Net Vl Noncharitable Assets$585,889NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$30,283AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$100NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$30,383AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$199InvestmentIncomeExciseTaxAmt
Subtotal$199SubtotalAmt
Tax Based On Investment Income$199TaxBasedOnInvestmentIncomeAmt
Tax Due$199TaxDueAmt

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 BLACKBERRYAddressLine1
CityKALAMAZOOCity
StateMIState
ZIP Code49008ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$572,081AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,730AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$594,811TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$594,811AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,922CashDeemedCharitableAmt
Net Vl Noncharitable Assets$585,889NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,294MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,294MinimumInvestmentReturnAmt
Tax Based On Investment Income$199TaxBasedOnInvestmentIncomeAmt
Total Tax$199TotalTaxAmt
Distributable Before Adj$29,095DistributableBeforeAdjAmt
Distributable Before Ded$29,095DistributableBeforeDedAmt
Distributable As Adjusted$29,095DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,095DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,408ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$588ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,143ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,139TotalExcessDistributionCyovAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Applied To Current Year$25,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$4,095ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,095ExcessDistributionCyovAppCYAmt
Total Corpus$2,044TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$313ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,731ExcessDistriCyovToNextYrAmt
Excess From Year2$588ExcessFromYear2Amt
Excess From Year1$1,143ExcessFromYear1Amt

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/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KALAMAZOO HUMANE SOCIETY
4239 S WESTNEDGEKALAMAZOOMI49008NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$2,000
NATIONAL WILDLIFE FEDERAT
11100 WILDLIFE CENTER DRIRESTONVA20190NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$2,500
SMITHSONIAN
PO BOX 37012WASHINGTONDC20013NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$7,500
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$1,000
NATIONAL AUDUBON SOCIETY
700 BROADWAYNEW YORKNY10003NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$2,000
WORLD WILDLIFE FUND
1250 TWENTY FOURTH ST NWWASHINGTONDC20037NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$5,000
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$1,000
COMPANION ANIMAL FUND
300 SPARTAN WAYEAST LANSINGMI488241005NO RELATIONSHIPSEE RECIPIENT'S STATEMENT OF PURPOSE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

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$18,015ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$631RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$337ExclusionAmt
Related Or Exempt Function Incm$34,120RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,356ExclusionAmt
Related Or Exempt Function Incm$34,751RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,107TotalIncomeProducingActyAmt

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/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DR CHE-SHEN C TOMICH
13703 BLACKBERRY LANEKALAMAZOOMI49008$54,824Yes (X)
DR PAUL K TOMICH
23703 BLACKBERRY LANEKALAMAZOOMI49008$54,824Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBRINK, KEY & CHLUDZINSKICategoryTxt
Amt$1,048Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

CHE-SHEN C TOMICH
PAUL K TOMICH

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
RAYMOND JAMES2013-01PURCHASE2013-12$112,812$114,182-$1,370
RAYMOND JAMES2012-12PURCHASE2013-12$147,522$112,032$35,490

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS & OPTIONS$475,017$658,601
REITS$16,572$16,022

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
LIFE INSURANCE PREMIUMS$20,894
BALANCE ADJUSTMENT

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$631RevenueAndExpensesPerBooksAmt
Net Investment Income$631NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$8,718Amt
Net Investment Income$8,718NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX$201
MI TAX$20
FOREIGN INCOME TAX$316$316

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