RICK FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
RICK FAMILY FOUNDATION (EIN 26-4126885)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-15
IRS object ID
201421359349101337
Schema version
2013v3.1
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)
Return2014-05-15T10:47:56-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MERSKIN & MERSKIN PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 S RATH AVE STE 201AddressLine1
CityLUDINGTONCity
StateMIState
ZIP Code494311923ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264126885EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RICK FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlRICKBusinessNameControlTxt
Phone6168444400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119176 ELIZABETH COURTAddressLine1
CitySPRING LAKECity
StateMIState
ZIP Code49456ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER RICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6168444400PhoneNum
Signature2014-05-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID L HATCHPreparerPersonNm
PTINP00011030PTIN
Phone2318456251PhoneNum
Preparation2014-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$75,897FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,888ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,096DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,096DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,096DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$403NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$686GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$405CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,388TotalRevAndExpnssAmt
Total Net Invst Incm$1,502TotalNetInvstIncmAmt
Total Adj Net Incm$1,097TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$385AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$385AccountingFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$385TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$385TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,235TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$385TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,153ExcessRevenueOverExpensesAmt
Net Investment Income$1,117NetInvestmentIncomeAmt
Adjusted Net Income$1,097AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,632SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,038SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,038SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$76,965CorporateBondsBOYAmt
Corporate Bonds EOY$76,682CorporateBondsEOYAmt
Corporate Bonds EOYFMV$71,859CorporateBondsEOYFMVAmt
Total Assets BOY$79,597TotalAssetsBOYAmt
Total Assets EOY$80,720TotalAssetsEOYAmt
Total Assets EOYFMV$75,897TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$79,597UnrestrictedBOYAmt
Unrestricted EOY$80,720UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$79,597TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$80,720TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$79,597TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$80,720TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$79,597TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,153ExcessRevenueOverExpensesAmt
Subtotal$80,750SubtotalAmt
Other Decreases$30OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$80,720TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$405CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,551AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$41,206NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.158982DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,357AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$31,354NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.234643DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,551AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$19,995NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.077569DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$13,462NetVlNoncharitableAssetsYr4Amt
Total Distribution0.471194TotalDistributionRt
Average Distribution0.157065AverageDistributionRt
Net Vl Noncharitable Assets$79,232NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$12,445AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$12,456AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22InvestmentIncomeExciseTaxAmt
Subtotal$22SubtotalAmt
Tax Based On Investment Income$22TaxBasedOnInvestmentIncomeAmt
Tax Due$22TaxDueAmt

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 COURTAddressLine1
CitySPRING LAKECity
StateMIState
ZIP Code49456ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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 RAPIDSMI49504DIRECTOR0.01$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$77,439AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$80,439TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$80,439AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,207CashDeemedCharitableAmt
Net Vl Noncharitable Assets$79,232NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,962MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,962MinimumInvestmentReturnAmt
Tax Based On Investment Income$22TaxBasedOnInvestmentIncomeAmt
Total Tax$22TotalTaxAmt
Distributable Before Adj$3,940DistributableBeforeAdjAmt
Distributable Before Ded$3,940DistributableBeforeDedAmt
Distributable As Adjusted$3,940DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,850ExpensesAndContributionsAmt
Qualifying Distributions$3,850QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,940DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$5,710ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,551ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,261TotalExcessDistributionCyovAmt
Qualifying Distributions$3,850QualifyingDistributionsAmt
Applied To Current Year$3,850AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$90ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$90ExcessDistributionCyovAppCYAmt
Total Corpus$10,171TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,171ExcessDistriCyovToNextYrAmt
Excess From Year2$5,620ExcessFromYear2Amt
Excess From Year1$4,551ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDONNA RICKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line119176 ELIZABETH COURTAddressLine1
CitySPRING LAKECity
StateMIState
ZIP Code49456ZIPCode
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/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WHITWORTH UNIVERSITY
300 WEST HAWTHORNE ROADSPOKANEWA99251NONEEDUCATION$550
FIRST PRIORITY OF THE LAKESHORE
834 GRANT AVEGRAND HAVENMI49417NONEEDUCATION$550
MISSION FOR AREA PEOPLE
2500 JEFFERSON STREETMUSKEGONMI49444NONEFOOD FOR THE NEEDY$550
LAKESHORE PREGNANCY CENTER INC
700 WASHINGTON 130GRAND HAVENMI49417EDUCATION$550
MEALS ON WHEELS OF W MICHIGAN
560 SEMINOLE ROADMUSKEGONMI494403720FOOD FOR HOMEBOUND ELDERLY$550
BIG BROTHERSBIG SISTERS
4265 GRAND HAVEN RD 201MUSKEGONMI49441MENTORS FOR CHILDREN$550
FOCUS ON THE FAMILY
8605 EXPLORER DRIVECOLORADO SPRINGSCO809201051PROMOTING FAITH AND FAMILY VALUES$550
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,096RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$403RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,500RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,500TotalIncomeProducingActyAmt

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)
CategoryBAIRD CUSTODIAL FEECategoryTxt
Amt$385Amt
Net Investment Income$385NetInvestmentIncomeAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

PETER D RICK
DONNA L RICK
VINTON B PERSONS

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Asset26.143 PIMCO TTL RET CAssetDesc
Acquired2009-09AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2013-12SoldDt
Gross Sales Price$281GrossSalesPriceAmt
Basis$283BasisAmt
Total Net-$2TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPIMCO FDS TOTAL RETURN FD CL CBondNm
EOY Book Value$76,682EOYBookValueAmt
EOYFMV$71,859EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Description2012 FEDERAL INCOME TAXDescription
Amount$30Amount

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 COURTAddressLine1
CitySPRING LAKECity
StateMIState
ZIP Code49456ZIPCode

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