RICK FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
RICK FAMILY FOUNDATION (EIN 26-4126885)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-02-09
IRS object ID
201500409349100555
Schema version
2014v5.0
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)
Return2015-02-09T14:18:10-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 RICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6168444400PhoneNum
Signature2015-02-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID L HATCHPreparerPersonNm
PTINP00011030PTIN
Phone2318456251PhoneNum
Preparation2015-02-09PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$102,135FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,164DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,164DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,164DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,614NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$73,068GrossSalesPriceAmt
Total Rev And Expnss$28,552TotalRevAndExpnssAmt
Total Net Invst Incm$2,166TotalNetInvstIncmAmt
Total Adj Net Incm$2,166TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$395AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$395AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$395AccountingFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$395TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$395TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$395TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,395TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$395TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$395TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,157ExcessRevenueOverExpensesAmt
Net Investment Income$1,771NetInvestmentIncomeAmt
Adjusted Net Income$1,771AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,038SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,044SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,044SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$83,811CorporateStockEOYAmt
Corporate Stock EOYFMV$83,091CorporateStockEOYFMVAmt
Corporate Bonds BOY$76,682CorporateBondsBOYAmt
Total Assets BOY$80,720TotalAssetsBOYAmt
Total Assets EOY$102,855TotalAssetsEOYAmt
Total Assets EOYFMV$102,135TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$80,720UnrestrictedBOYAmt
Unrestricted EOY$102,855UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$80,720TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$102,855TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$80,720TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$102,855TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$80,720TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,157ExcessRevenueOverExpensesAmt
Subtotal$102,877SubtotalAmt
Other Decreases$22OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$102,855TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,850AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$79,232NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048591DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,551AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$41,206NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.158982DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,357AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$31,354NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.234643DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,551AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,995NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.077569DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$13,462NetVlNoncharitableAssetsYr5Amt
Total Distribution0.519785TotalDistributionRt
Average Distribution0.129946AverageDistributionRt
Net Vl Noncharitable Assets$81,579NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,601AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$18NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,619AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$35InvestmentIncomeExciseTaxAmt
Subtotal$35SubtotalAmt
Tax Based On Investment Income$35TaxBasedOnInvestmentIncomeAmt
Tax Due$35TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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 LAKEMI49456PRESIDENT0.50$0$0$0
DONNA L RICK
19176 ELIZABETH COURTSPRING LAKEMI49456SECRETARY/TR0.50$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$72,988AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,833AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$82,821TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$82,821AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,242CashDeemedCharitableAmt
Net Vl Noncharitable Assets$81,579NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,079MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,079MinimumInvestmentReturnAmt
Tax Based On Investment Income$35TaxBasedOnInvestmentIncomeAmt
Total Tax$35TotalTaxAmt
Distributable Before Adj$4,044DistributableBeforeAdjAmt
Distributable Before Ded$4,044DistributableBeforeDedAmt
Distributable As Adjusted$4,044DistributableAsAdjustedAmt

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$4,044DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$5,620ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,551ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$10,171TotalExcessDistributionCyovAmt
Qualifying Distributions$6,000QualifyingDistributionsAmt
Applied To Current Year$4,044AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,956RemainingDistriFromCorpusAmt
Total Corpus$12,127TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$12,127ExcessDistriCyovToNextYrAmt
Excess From Year3$5,620ExcessFromYear3Amt
Excess From Year2$4,551ExcessFromYear2Amt
Excess From Current Year$1,956ExcessFromCurrentYearAmt

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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WHITWORTH UNIVERSITY
300 WEST HAWTHORNE ROADSPOKANEWA99251NONEEDUCATION$1,000
FIRST PRIORITY OF THE LAKESHORE
834 GRANT AVEGRAND HAVENMI49417NONEEDUCATION$1,000
MISSION FOR AREA PEOPLE
2500 JEFFERSON STREETMUSKEGONMI49444NONEFOOD FOR THE NEEDY$500
LAKESHORE PREGNANCY CENTER INC
700 WASHINGTON 130GRAND HAVENMI49417EDUCATION$500
MEALS ON WHEELS OF W MICHIGAN
560 SEMINOLE ROADMUSKEGONMI494403720FOOD FOR HOMEBOUND ELDERLY$500
BIG BROTHERSBIG SISTERS
4265 GRAND HAVEN RD 201MUSKEGONMI49441MENTORS FOR CHILDREN$500
FOCUS ON THE FAMILY
8605 EXPLORER DRIVECOLORADO SPRINGSCO809201051PROMOTING FAITH AND FAMILY VALUES$1,000
SPRING LAKE SCHOOLS FOUNDATION
345 HAMMOND STREETSPRING LAKEMI49456EDUCATION$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$2RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,164RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,614RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,448RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,448TotalIncomeProducingActyAmt

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$395Amt
Net Investment Income$395NetInvestmentIncomeAmt
Adjusted Net Income$395AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
1,035.722 PIMCO TTL RET C2009-09PURCHASE2014-09$11,258$11,217$41
689.338 PIMCO TTL RET C2009-09PURCHASE2014-09$7,493$7,500-$7
4,996.983 PIMCO TTL RET C2012-11PURCHASE2014-09$54,317$57,965-$3,648

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPIMCO FDS TOTAL RETURN FD CL CBondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRUSSELL LIFEPOINTS GROWTH STRATEGYStockNm
EOY Book Value$83,811EOYBookValueAmt
EOYFMV$83,091EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2013 FEDERAL INCOME TAXDesc
Amt$22Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonPETER DONNA RICKPersonNm

US Address USAddress

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

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