RICK FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RICK FAMILY FOUNDATION (EIN 26-4126885)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-15
- IRS object ID
- 201901079349100000
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-15T12:11:15-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471959446 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERSKIN & MERSKIN TAX AND ACCOUNTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S RATH AVE STE 201 | AddressLine1Txt |
| City | LUDINGTON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 494311923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264126885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RICK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICK | BusinessNameControlTxt |
| Phone | 6168444400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 ELIZABETH COURT | AddressLine1Txt |
| City | SPRING LAKE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49456 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER D RICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6168444400 | PhoneNum |
| Signature | 2019-04-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L HATCH | PreparerPersonNm |
| PTIN | P00011030 | PTIN |
| Phone | 2318456251 | PhoneNum |
| Preparation | 2019-04-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.176.24.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-15 | IPDt |
| IP Tm | 12:11:15 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E778395E3AC19E9A83D75ECAA1DE820E70C052D9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6688BB889CEEF720DAFE44DFE29B2B5D2C22CDBB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $189,738 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $25 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,125 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,125 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,125 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,564 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,797 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,947 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,150 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $575 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $575 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $575 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $435 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $435 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $435 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,262 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,262 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,262 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,272 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,272 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,442 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $878 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $169,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $194,492 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $189,738 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $169,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $189,738 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $169,124 | UnrestrictedBOYAmt |
| Unrestricted EOY | $194,492 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $169,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $194,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $169,124 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $194,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $169,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,442 | ExcessRevenueOverExpensesAmt |
| Subtotal | $194,566 | SubtotalAmt |
| Other Decreases | $74 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $194,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,797 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $152,429 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039363 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $123,125 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062538 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $110,320 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054387 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $81,579 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073548 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,850 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $79,232 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048591 | DistributionYr5Rt |
| Total Distribution | 0.278427 | TotalDistributionRt |
| Average Distribution | 0.055685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $188,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,476 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $67 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,543 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $134 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $134 | SubtotalAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $134 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONNA RICK | IndividualWithBooksNm |
| Phone | 2318653019 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 ELIZABETH COURT | AddressLine1Txt |
| City | SPRING LAKE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER D RICK | ||||||||
| 19176 ELIZABETH COURT | SPRING LAKE | MI | 49456 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DONNA L RICK | ||||||||
| 19176 ELIZABETH COURT | SPRING LAKE | MI | 49456 | SECRETARY/TR | 0.50 | $0 | $0 | $0 |
| VINTON B PERSONS | ||||||||
| 333 BRIDGE STREET NW SUITE 1000 | GRAND RAPIDS | MI | 49504 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $190,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $191,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $191,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,865 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $188,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $134 | TotalTaxAmt |
| Distributable Before Adj | $9,273 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,273 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,273 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,273 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,956 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $498 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,595 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,049 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,273 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,273 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,776 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $181 | ExcessFromYear3Amt |
| Excess From Year2 | $1,595 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER DONNA RICK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONNA RICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 ELIZABETH COURT | AddressLine1Txt |
| City | SPRING LAKE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2318653019 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF EXPLANATION OF NEED AND COPY OF 501(C)(3) EXEMPTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | IRS APPROVED 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| LAKESHORE PREGNANCY CENTER INC | |||||
| 700 WASHINGTON 130 | GRAND HAVEN | MI | 49417 | EDUCATION | $1,000 |
| TRI CITIES MINISTRIES | |||||
| 120 S 5TH STREET | GRAND HAVEN | MI | 49417 | COUNSELING SERIVCES | $1,000 |
| FOCUS ON THE FAMILY | |||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | PROMOTING FAITH AND FAMILY VALUES | $1,000 |
| WHITWORTH UNIVERSITY-SPOKANE | |||||
| 300 WEST HAWTHORNE ROAD | SPOKANE | WA | 99251 | EDUCATION | $1,000 |
| FEEDING AMERICA | |||||
| 864 WEST RIVER CENTER DRI | COMSTOCK PARK | MI | 49321 | FOOD FOR THE POOR | $1,000 |
| PATRIOT GUARD RIDERS | |||||
| PO BOX 112 | WAYLAND | MI | 49348 | PATRIOTISM | $1,000 |
| EVERY WOMEN'S PLACE | |||||
| 1221 W LAKETON AVENUE | MUSKEGON | MI | 49441 | SOCIAL SERVICES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,125 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,564 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,714 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,714 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PETER DONNA RICK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 ELIZABETH COURT | AddressLine1Txt |
| City | SPRING LAKE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $435 | Amt |
| Net Investment Income | $435 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $435 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ROBERT BAIRD | AssetDesc |
| Acquired | 2016-09 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2018-01 | SoldDt |
| Gross Sales Price | $5,487 | GrossSalesPriceAmt |
| Basis | $4,720 | BasisAmt |
| Total Net | $767 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ROBERT W. BAIRD & CO | StockNm |
| EOY Book Value | $194,492 | EOYBookValueAmt |
| EOYFMV | $189,738 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $575 | LegalFeesAmt |
| Net Investment Income | $575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $575 | AdjustedNetIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 FEDERAL INCOME TAX | Desc |
| Amt | $74 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT FEES | $2,262 | $2,262 | $2,262 |
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