RICK FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RICK FAMILY FOUNDATION (EIN 26-4126885)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-19
IRS object ID
202431109349102468
Schema version
2023v5.0
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)
Return2024-04-19T16:15:32-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471959446PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MERSKIN & MERSKIN TAX AND ACCOUNTINGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 S RATH AVE STE 201AddressLine1Txt
CityLUDINGTONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP494311923ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264126885EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RICK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICKBusinessNameControlTxt
Phone6168444400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119176 ELIZABETH COURTAddressLine1Txt
CitySPRING LAKECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49456ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER D RICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6168444400PhoneNum
Signature2024-04-13SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastRICKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL B HATCHPreparerPersonNm
PTINP00801828PTIN
Phone2318456251PhoneNum
Preparation2024-04-19PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$256InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$256InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$256InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,223DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,223DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,223DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,824NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,824GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,824CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$31,303TotalRevAndExpnssAmt
Total Net Invst Incm$6,303TotalNetInvstIncmAmt
Total Adj Net Incm$4,479TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$120LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$120LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$120LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$485AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$485AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$485AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$2,364OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,364OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$2,364OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$2,969TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,969TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,969TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,319TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,969TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,969TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$17,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,984ExcessRevenueOverExpensesAmt
Net Investment Income$3,334NetInvestmentIncomeAmt
Adjusted Net Income$1,510AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$7,984CashEOYAmt
Corporate Stock BOY$274,911CorporateStockBOYAmt
Corporate Stock EOY$277,911CorporateStockEOYAmt
Total Assets BOY$274,911TotalAssetsBOYAmt
Total Assets EOY$285,895TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$274,911NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$285,895NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$274,911TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$285,895TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$274,911TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$285,895TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$274,911TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,984ExcessRevenueOverExpensesAmt
Subtotal$285,895SubtotalAmt
Tot Net Ast Or Fund Balances EOY$285,895TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,824CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46InvestmentIncomeExciseTaxAmt
Subtotal$46SubtotalAmt
Tax Based On Investment Income$46TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$46ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$46TotalPaymentsAndCreditsAmt

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 BooksDONNA RICKIndividualWithBooksNm
Phone2318653019PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119176 ELIZABETH COURTAddressLine1Txt
CitySPRING LAKECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49456ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER D RICK
19176 ELIZABETH COURTSPRING LAKEMI49456PRESIDENT000.00$0$0$0
DONNA L RICK
19176 ELIZABETH COURTSPRING LAKEMI49456SECRETARY/TR000.00$0$0$0
VINTON B PERSONS
333 BRIDGE STREET NW SUITE 1000GRAND RAPIDSMI49504DIRECTOR000.00$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$277,911AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,984AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$285,895TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$285,895AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,288CashDeemedCharitableAmt
Net Vl Noncharitable Assets$281,607NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,080MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,080MinimumInvestmentReturnAmt
Tax Based On Investment Income$46TaxBasedOnInvestmentIncomeAmt
Total Tax$46TotalTaxAmt
Distributable Before Adj$14,034DistributableBeforeAdjAmt
Distributable Before Ded$14,034DistributableBeforeDedAmt
Distributable As Adjusted$14,034DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,350ExpensesAndContributionsAmt
Qualifying Distributions$17,350QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,034DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$914ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,367ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$482ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,763TotalExcessDistributionCyovAmt
Qualifying Distributions$17,350QualifyingDistributionsAmt
Applied To Current Year$14,034AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,316RemainingDistriFromCorpusAmt
Total Corpus$6,079TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,079ExcessDistriCyovToNextYrAmt
Excess From Year4$914ExcessFromYear4Amt
Excess From Year3$1,367ExcessFromYear3Amt
Excess From Year2$482ExcessFromYear2Amt
Excess From Current Year$3,316ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER AND DONNA RICKContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDONNA RICKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line119176 ELIZABETH COURTAddressLine1Txt
CitySPRING LAKECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49456ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2318653019RecipientPhoneNum
Form And Info And MaterialsBRIEF EXPLANATION OF NEED AND COPY OF 501(C)(3) EXEMPTIONFormAndInfoAndMaterialsTxt
Submission DeadlinesDECEMBER 1SubmissionDeadlinesTxt
Restrictions On AwardsIRS APPROVED 501(C)(3) ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
UNIVERSITY OF MICHIGAN
1011 N UNIVERSITY AVEANN ARBORMI48109EDUCATION$7,000
WHITWORTH UNIVERSITY
300 W HAWTHORNE RDSPOKANEWA99251EDUCATION$10,000
CAMPUS MINISTRIES AT GVSU
COOK-DEWITT CENTERALLENDALEMI49401MISSION WORK$3501CAMPUS DR
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$256RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,223RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,824RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,303RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,303TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$485Amt
Net Investment Income$485NetInvestmentIncomeAmt
Adjusted Net Income$485AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockROBERT W. BAIRD & COStockNm
EOY Book Value$277,911EOYBookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$120LegalFeesAmt
Net Investment Income$120NetInvestmentIncomeAmt
Adjusted Net Income$120AdjustedNetIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
INVESTMENT FEES$2,364$2,364$2,364

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