RICK FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
RICK FAMILY FOUNDATION (EIN 26-4126885)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201601339349102440
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-12T14:42:33-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID L HATCHPreparerPersonNm
PTINP00011030PTIN
Phone2318456251PhoneNum
Preparation2016-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$117,217FMVAssetsEOYAmt
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$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,103DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,103DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,103DividendsAdjNetIncmAmt
Total Rev And Expnss$26,109TotalRevAndExpnssAmt
Total Net Invst Incm$1,109TotalNetInvstIncmAmt
Total Adj Net Incm$1,109TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$405AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$405AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$405AccountingFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$405TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$405TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$405TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,405TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$405TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$405TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,704ExcessRevenueOverExpensesAmt
Net Investment Income$704NetInvestmentIncomeAmt
Adjusted Net Income$704AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$19,044SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,000SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$83,811CorporateStockBOYAmt
Corporate Stock EOY$121,524CorporateStockEOYAmt
Corporate Stock EOYFMV$116,217CorporateStockEOYFMVAmt
Total Assets BOY$102,855TotalAssetsBOYAmt
Total Assets EOY$122,524TotalAssetsEOYAmt
Total Assets EOYFMV$117,217TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$102,855UnrestrictedBOYAmt
Unrestricted EOY$122,524UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$102,855TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$122,524TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$102,855TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$122,524TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,855TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,704ExcessRevenueOverExpensesAmt
Subtotal$122,559SubtotalAmt
Other Decreases$35OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$122,524TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$81,579NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.073548DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,850AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$79,232NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048591DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,551AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$41,206NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.158982DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,357AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$31,354NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.234643DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,551AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$19,995NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.077569DistributionYr5Rt
Total Distribution0.593333TotalDistributionRt
Average Distribution0.118667AverageDistributionRt
Net Vl Noncharitable Assets$110,320NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,091AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,098AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14InvestmentIncomeExciseTaxAmt
Subtotal$14SubtotalAmt
Tax Based On Investment Income$14TaxBasedOnInvestmentIncomeAmt
Tax Due$14TaxDueAmt

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

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 LAKEMI49456PRESIDENT1.00$0$0$0
DONNA L RICK
19176 ELIZABETH COURTSPRING LAKEMI49456SECRETARY/TR1.00$0$0$0
VINTON B PERSONS
333 BRIDGE STREET NW SUITE 1000GRAND RAPIDSMI49504DIRECTOR0.10$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$93,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$112,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$112,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,680CashDeemedCharitableAmt
Net Vl Noncharitable Assets$110,320NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,516MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,516MinimumInvestmentReturnAmt
Tax Based On Investment Income$14TaxBasedOnInvestmentIncomeAmt
Total Tax$14TotalTaxAmt
Distributable Before Adj$5,502DistributableBeforeAdjAmt
Distributable Before Ded$5,502DistributableBeforeDedAmt
Distributable As Adjusted$5,502DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,000ExpensesAndContributionsAmt
Qualifying Distributions$6,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,502DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$5,620ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,551ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,956ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,127TotalExcessDistributionCyovAmt
Qualifying Distributions$6,000QualifyingDistributionsAmt
Applied To Current Year$5,502AppliedToCurrentYearAmt
Remaining Distri From Corpus$498RemainingDistriFromCorpusAmt
Total Corpus$12,625TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$12,625ExcessDistriCyovToNextYrAmt
Excess From Year4$5,620ExcessFromYear4Amt
Excess From Year3$4,551ExcessFromYear3Amt
Excess From Year1$1,956ExcessFromYear1Amt
Excess From Current Year$498ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER 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 (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WHITWORTH UNIVERSITY
300 WEST HAWTHORNE ROADSPOKANEWA99251NONEEDUCATION$500
SMILE TRAIN
BRENTWOODWASHINGTONDC20090NONEMEDICAL SERVICES$500
MISSION FOR AREA PEOPLE
2500 JEFFERSON STREETMUSKEGONMI49444NONEFOOD FOR THE NEEDY$500
LAKESHORE PREGNANCY CENTER INC
700 WASHINGTON 130GRAND HAVENMI49417EDUCATION$500
TRI CITIES MINISTRIES
120 S 5TH STREETGRAND HAVENMI49417COUNSELING SERIVCES$500
PEOPLE CENTER
307 E EXCHANGE STREETSPRING LAKEMI49456FOOD/CLOTHING$500
KID'S FOOD BASKET
2055 OAK INDUSTRIAL DR NEGRAND RAPIDSMI49505FOOD$1,000
SPRING LAKE SCHOOLS FOUNDATION
345 HAMMOND STREETSPRING LAKEMI49456EDUCATION$1,000
FEEDING AMERICA
864 W RIVER CENTER DR NECOMSTOCK PARKMI49321NONEFOOD FOR THE POOR$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,103RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,109RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,109TotalIncomeProducingActyAmt

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$405Amt
Net Investment Income$405NetInvestmentIncomeAmt
Adjusted Net Income$405AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRUSSELL LIFEPOINTS GROWTH STRATEGYStockNm
EOY Book Value$121,524EOYBookValueAmt
EOYFMV$116,217EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2014 FEDERAL INCOME TAXDesc
Amt$35Amt

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