RICK FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RICK FAMILY FOUNDATION (EIN 26-4126885)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-03-21
IRS object ID
202530809349100913
Schema version
2024v5.0
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)
Return2025-03-21T13:56:47-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-03-16SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL B HATCHPreparerPersonNm
PTINP00801828PTIN
Phone2318456251PhoneNum
Preparation2025-03-21PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$278InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$278InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$278InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,165DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,165DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,165DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,478NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,478GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,478CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$514OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$514OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$514OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$33,435TotalRevAndExpnssAmt
Total Net Invst Incm$8,435TotalNetInvstIncmAmt
Total Adj Net Incm$6,957TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$495AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$495AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$495AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$3,102OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,102OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$3,102OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$3,597TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,597TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,597TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,247TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,597TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,597TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$15,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,188ExcessRevenueOverExpensesAmt
Net Investment Income$4,838NetInvestmentIncomeAmt
Adjusted Net Income$3,360AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,984CashBOYAmt
Cash EOY$8,744CashEOYAmt
Corporate Stock BOY$277,911CorporateStockBOYAmt
Corporate Stock EOY$291,339CorporateStockEOYAmt
Total Assets BOY$285,895TotalAssetsBOYAmt
Total Assets EOY$300,083TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$285,895NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$300,083NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$285,895TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$300,083TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$285,895TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$300,083TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$285,895TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,188ExcessRevenueOverExpensesAmt
Subtotal$300,083SubtotalAmt
Tot Net Ast Or Fund Balances EOY$300,083TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,478CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$67InvestmentIncomeExciseTaxAmt
Subtotal$67SubtotalAmt
Tax Based On Investment Income$67TaxBasedOnInvestmentIncomeAmt
Tax Due$67TaxDueAmt

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$291,339AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,774AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$300,113TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$300,113AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,502CashDeemedCharitableAmt
Net Vl Noncharitable Assets$295,611NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,781MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,781MinimumInvestmentReturnAmt
Tax Based On Investment Income$67TaxBasedOnInvestmentIncomeAmt
Total Tax$67TotalTaxAmt
Distributable Before Adj$14,714DistributableBeforeAdjAmt
Distributable Before Ded$14,714DistributableBeforeDedAmt
Distributable As Adjusted$14,714DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,650ExpensesAndContributionsAmt
Qualifying Distributions$15,650QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,714DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$914ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,367ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$482ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,316ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,079TotalExcessDistributionCyovAmt
Qualifying Distributions$15,650QualifyingDistributionsAmt
Applied To Current Year$14,714AppliedToCurrentYearAmt
Remaining Distri From Corpus$936RemainingDistriFromCorpusAmt
Total Corpus$7,015TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$914ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,101ExcessDistriCyovToNextYrAmt
Excess From Year4$1,367ExcessFromYear4Amt
Excess From Year3$482ExcessFromYear3Amt
Excess From Year1$3,316ExcessFromYear1Amt
Excess From Current Year$936ExcessFromCurrentYearAmt

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 (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF MICHIGAN
1011 N UNIVERSITY AVEANN ARBORMI48109EDUCATION$7,000
MOSAIC COUNSELING
1703 S DESPELDER STGRAND HAVENMI49417COUNSELING SERVICES$5,000
FRUITPORT COMMUNITY CHURCH
9 S 8TH AVEFRUITPORTMI49415COUNSELING SERVICES$3,000
FRUITPORT FIRE DEPARTMENT
5815 AIRLINE RDFRUITPORTMI49415FIRE FIGHTING$650
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,650TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$278RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,165RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$514RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,478RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,435RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,435TotalIncomeProducingActyAmt

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$495Amt
Net Investment Income$495NetInvestmentIncomeAmt
Adjusted Net Income$495AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockROBERT W. BAIRD & COStockNm
EOY Book Value$291,339EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
INVESTMENT FEES$3,102$3,102$3,102

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$514RevenueAndExpensesPerBooksAmt
Net Investment Income$514NetInvestmentIncomeAmt
Adjusted Net Income$514AdjustedNetIncomeAmt

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