ARCTICA AND ABBEY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ARCTICA AND ABBEY FOUNDATION (EIN 20-0396535)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-04
- IRS object ID
- 201220959349100202
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-04T10:01:14-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINK KEY & CHLUDZINSKI PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 WEST CENTRE AVENUE SUITE 200 | AddressLine1 |
| City | PORTAGE | City |
| State | MI | State |
| ZIP Code | 49024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200396535 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARCTICA AND ABBEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARCT | NameControl |
| Phone | 2693758462 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 BLACKBERRY | AddressLine1 |
| City | KALAMAZOO | City |
| State | MI | State |
| ZIP Code | 49008 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL K TOMICH | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 2693758462 | Phone |
| Date Signed | 2012-03-27 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN M BRINK | Name |
| Phone | 2693219200 | Phone |
| Date Prepared | 2012-03-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 458917 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 19312 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 14 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 15528 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15528 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8925 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 87904 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 268 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 122 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 122 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 43901 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15932 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1075 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 6905 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6905 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 250 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 138 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 23798 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 32028 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7043 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 23000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 23000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 55028 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7043 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 23000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -11127 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8889 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13724 | CashBOY |
| Cash EOY | 26793 | CashEOY |
| Cash EOYFMV | 26794 | CashEOYFMV |
| Investments Corp Stock BOY | 395109 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 370913 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 432123 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 408833 | TotalAssetsBOY |
| Total Assets EOY | 397706 | TotalAssetsEOY |
| Total Assets EOYFMV | 458917 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 408833 | RetainedEarningsBOY |
| Retained Earnings EOY | 397706 | RetainedEarningsEOY |
| Total Net Assets BOY | 408833 | TotalNetAssetsBOY |
| Total Net Assets EOY | 397706 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 408833 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 397706 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 408833 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -11127 | ExcessOfRevenueOverExpenses |
| Subtotal | 397706 | Subtotal |
| Total Net Assets Fund Balances EOY | 397706 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 268 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 21000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 433630 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048428 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 397885 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047752 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 26908 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 453676 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059311 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 26778 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 496906 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053889 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 23335 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 433471 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053833 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.263213 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052643 | AverageDistributionRatio |
| Net Noncharitable Assets | 451795 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 23784 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 89 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23873 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 23000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 178 | InvestmentIncomeExciseTax |
| Subtotal | 178 | Subtotal |
| Tax Based On Investment Income | 178 | TaxBasedOnInvestmentIncome |
| Tax Due | 178 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PAUL K TOMICH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2693758462 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 BLACKBERRY | AddressLine1 |
| City | KALAMAZOO | City |
| State | MI | State |
| ZIP Code | 49008 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHE-SHEN C TOMICH | ||||||||
| 3703 BLACKBERRY | KALAMAZOO | MI | 49008 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| PAUL K TOMICH | ||||||||
| 3703 BLACKBERRY | KALAMAZOO | MI | 49008 | SECTY/TREAS | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 438416 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20259 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 458675 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 458675 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6880 | CashDeemedCharitable |
| Net Noncharitable Assets | 451795 | NetNoncharitableAssets |
| Minimum Investment Return | 22590 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 22590 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 178 | TaxBasedOnInvestmentIncome |
| Total Tax | 178 | TotalTax |
| Distributable Amount Before Adj | 22412 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 22412 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 22412 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 23000 | ExpensesAndContributions |
| Qualifying Distributions | 23000 | QualifyingDistributions |
| Adj Qualifying Distributions | 23000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22412 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 775 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2377 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 4408 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 7560 | TotalExcessDistriCarryover |
| Qualifying Distributions | 23000 | QualifyingDistributions |
| Applied To Current Year | 22412 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 588 | RemainingDistriFromCorpus |
| Total Corpus | 8148 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 775 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7373 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2377 | ExcessFromYear4 |
| Excess From Year3 | 4408 | ExcessFromYear3 |
| Excess From Current Year | 588 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHE-SHEN C TOMICH | ContributingManager |
| Contributing Manager | PAUL K TOMICH | ContributingManager |
| Shareholder Manager | CHE-SHEN C TOMICH | ShareholderManager |
| Shareholder Manager | PAUL K TOMICH | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| KALAMAZOO HUMANE SOCIETY | ||||||
| 4239 S WESTNEDGE | KALAMAZOO | MI | 49008 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $2,000 |
| NATIONAL WILDLIFE FEDERAT | ||||||
| 11100 WILDLIFE CENTER DRI | RESTON | VA | 20190 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $2,500 |
| SMITHSONIAN | ||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $7,500 |
| BINDER PARK ZOO | ||||||
| 7400 DIVISION DRIVE | BATTLE CREEK | MI | 49014 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $1,000 |
| PAWS WITH A CAUSE | ||||||
| 4646 SOUTH DIVISION | WAYLAND | MI | 49348 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $1,000 |
| NATIONAL AUDUBON SOCIETY | ||||||
| 700 BROADWAY | NEW YORK | NY | 10003 | 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 | $5,000 |
| SOUTHWEST MI LAND CONSERV | ||||||
| 6851 S SPRINKLE ROAD | PORTAGE | MI | 49002 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $1,000 |
| AMERICAN BIRD CONSERVANCY | ||||||
| 4249 LOUDOUN AVE | THE PLAINS | VA | 20198 | NO RELATIONSHIP | SEE RECIPIENT'S STATEMENT OF PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 23000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,528 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $122 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $268 | ExclusionAmount |
| Related Or Exempt Function Income | 8657 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,932 | ExclusionAmount |
| Related Or Exempt Function Income | 8657 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24589 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | DR CHE-SHEN C TOMICH | 3703 BLACKBERRY LANE | KALAMAZOO | MI | 49008 | 9656 | X |
| 2 | DR PAUL K TOMICH | 3703 BLACKBERRY LANE | KALAMAZOO | MI | 49008 | 9656 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BRINK, KEY & CHLUDZINSKI | Category |
| Amount | $1,075 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| CHE-SHEN C TOMICH |
| PAUL K TOMICH |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| RAYMOND JAMES | 2011-01 | PURCHASE | 2011-12 | 3125 | 2935 | 190 |
| RAYMOND JAMES | 2010-12 | PURCHASE | 2011-12 | 84511 | 76044 | 8467 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STOCKS & OPTIONS | 338836 | 392197 |
| REITS | 32077 | 39926 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| LIFE INSURANCE PREMIUMS | 19312 |
| BALANCE ADJUSTMENT | 4486 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RAYMOND JAMES NON DIVS | Description |
| Revenue And Expenses Per Books | 122 | RevenueAndExpensesPerBooks |
| Net Investment Income | 122 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR | Category |
| Amount | $6,905 | Amount |
| Net Investment Income | 6905 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL INCOME TAX | $92 | |
| MI TAX | $20 | |
| FOREIGN INCOME TAX | $138 | 138 |
Comments