RICK FAMILY FOUNDATION: Form 990PF, tax year 2022

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Organization
RICK FAMILY FOUNDATION (EIN 26-4126885)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-26
IRS object ID
202341169349100609
Schema version
2022v5.0
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)
Return2023-04-26T10:15:20-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-04-26SignatureDt

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
Preparation2023-04-26PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$274,911FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$70InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$70InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$70InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,416DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,416DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,416DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,038NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$62,053GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,473CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,524TotalRevAndExpnssAmt
Total Net Invst Incm$7,959TotalNetInvstIncmAmt
Total Adj Net Incm$3,486TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$120LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$120LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$120LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$475AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$475AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$475AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$2,720OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,720OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$2,720OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$3,315TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,315TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,315TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,315TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,315TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,315TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$11,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,791ExcessRevenueOverExpensesAmt
Net Investment Income$4,644NetInvestmentIncomeAmt
Adjusted Net Income$171AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$283,791CorporateStockBOYAmt
Corporate Stock EOY$274,911CorporateStockEOYAmt
Corporate Stock EOYFMV$274,911CorporateStockEOYFMVAmt
Total Assets BOY$283,791TotalAssetsBOYAmt
Total Assets EOY$274,911TotalAssetsEOYAmt
Total Assets EOYFMV$274,911TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$283,791NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$274,911NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$283,791TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$274,911TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$283,791TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$274,911TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$283,791TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,791ExcessRevenueOverExpensesAmt
Subtotal$275,000SubtotalAmt
Other Decreases$89OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$274,911TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,473CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$65InvestmentIncomeExciseTaxAmt
Subtotal$65SubtotalAmt
Tax Based On Investment Income$65TaxBasedOnInvestmentIncomeAmt
Tax Due$65TaxDueAmt

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$265,624AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,331AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$272,955TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$272,955AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,094CashDeemedCharitableAmt
Net Vl Noncharitable Assets$268,861NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,443MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,443MinimumInvestmentReturnAmt
Tax Based On Investment Income$65TaxBasedOnInvestmentIncomeAmt
Total Tax$65TotalTaxAmt
Distributable Before Adj$13,378DistributableBeforeAdjAmt
Distributable Before Ded$13,378DistributableBeforeDedAmt
Distributable As Adjusted$13,378DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,000ExpensesAndContributionsAmt
Qualifying Distributions$11,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,378DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$3,292ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,367ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$482ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,141TotalExcessDistributionCyovAmt
Qualifying Distributions$11,000QualifyingDistributionsAmt
Applied To Current Year$11,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,378ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,378ExcessDistributionCyovAppCYAmt
Total Corpus$2,763TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,763ExcessDistriCyovToNextYrAmt
Excess From Year3$914ExcessFromYear3Amt
Excess From Year2$1,367ExcessFromYear2Amt
Excess From Year1$482ExcessFromYear1Amt

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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MOSAIC COUNSELING
1703 S DESPELDER STGRAND HAVENMI49417COUNSELING SERVICES$1,000
NOAH PROJECT
5205 AIRLINE RDMUSKEGONMI49444RESCUE SERVICES - ANIMALS$250
HEAVEN CAN WAIT
PO BOX 23FERRYSBURGMI49409RESCUE AND SERVICES TO ANIMALS$250
NEW CREATIONS IN CHRIST CHURCH
1641 E PONTALUNA RDSPRING LAKEMI49456RELIGION$1,000
FOCUS ON THE FAMILY
8605 EXPLORER DRCOLORODO SPRINGSCO80920RELIGION$1,000
UNIVERSITY OF MICHIGAN
1011 N UNIVERSITY AVEANN ARBORMI48109EDUCATION$7,000
MUSKEGON RESCUE MISSION
2735 E APPLE AVEMUSKEGONMI494424482HOMELESS SHELTER$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$70RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,416RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,038RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,524RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,524TotalIncomeProducingActyAmt

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$475Amt
Net Investment Income$475NetInvestmentIncomeAmt
Adjusted Net Income$475AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
BAIRDPURCHASE$48,732$49,150-$418
BAIRDPURCHASE$8,848$10,865-$2,017

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockROBERT W. BAIRD & COStockNm
EOY Book Value$274,911EOYBookValueAmt
EOYFMV$274,911EOYFMVAmt

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 Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2021 FEDERAL INCOME TAXDesc
Amt$89Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
INVESTMENT FEES$2,720$2,720$2,720

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