RICK FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
RICK FAMILY FOUNDATION (EIN 26-4126885)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-08
IRS object ID
201311289349100711
Schema version
2012v2.1
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)
Timestamp2013-05-08T09:43:35-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1300 S RATH AVE STE 201AddressLine1
CityLUDINGTONCity
StateMIState
ZIP Code494311923ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN264126885EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE RICK FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRICKNameControl
Phone6168444400Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NamePETER RICKName
TitlePRESIDENTTitle
Phone6168444400Phone
Date Signed2013-04-04DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID L HATCHName
Phone2318456251Phone
Date Prepared2013-05-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY75850FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss50000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss4InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm4InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm4InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss2239DividendsRevAndExpnss
Dividends Net Invst Incm2239DividendsNetInvstIncm
Dividends Adj Net Incm2239DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss767NetGainSaleAssetsRevAndExpnss
Gross Sales Price767GrossSalesPrice
Capital Gain Net Incm Net Invst Incm767CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses53010TotalRevenueAndExpenses
Total Net Investment Income3010TotalNetInvestmentIncome
Total Adjusted Net Income2243TotalAdjustedNetIncome
Legal Fees Rev And Expnss1576LegalFeesRevAndExpnss
Legal Fees Dsbrs Chrtbl Prps1576LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss95AccountingFeesRevAndExpnss
Other Expenses Rev And Expnss5OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps5OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1676TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1581TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss6676TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps6581TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses46334ExcessOfRevenueOverExpenses
Net Investment Income3010NetInvestmentIncome
Adjusted Net Income2243AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY14263SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2632SavingsAndTempCashInvstEOY
Investments Corp Bonds BOY19000InvestmentsCorpBondsBOY
Investments Corp Bonds EOY76965InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV75850InvestmentsCorpBondsEOYFMV
Total Assets BOY33263TotalAssetsBOY
Total Assets EOY79597TotalAssetsEOY
Total Assets EOYFMV75850TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY33263UnrestrictedBOY
Unrestricted EOY79597UnrestrictedEOY
Total Net Assets BOY33263TotalNetAssetsBOY
Total Net Assets EOY79597TotalNetAssetsEOY
Total Liabilities Net Assets BOY33263TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY79597TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY33263TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses46334ExcessOfRevenueOverExpenses
Subtotal79597Subtotal
Total Net Assets Fund Balances EOY79597TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income767CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year17357QualifyingDistributionsYear1
Noncharitable Assets Year131354NoncharitableAssetsYear1
Distribution Ratio Year10.234643DistributionRatioYear1
Qualifying Distributions Year21551QualifyingDistributionsYear2
Noncharitable Assets Year219995NoncharitableAssetsYear2
Distribution Ratio Year20.077569DistributionRatioYear2
Noncharitable Assets Year313462NoncharitableAssetsYear3
Total Distribution Ratio0.312212TotalDistributionRatio
Average Distribution Ratio0.156106AverageDistributionRatio
Net Noncharitable Assets41206NetNoncharitableAssets
Adjusted Noncharitable Assets6433AdjustedNoncharitableAssets
One Percent Net Investment Income30OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One6463AdjNonchrtblAssetsAndOnePct
Qualifying Distributions6581QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax30InvestmentIncomeExciseTax
Subtotal30Subtotal
Tax Based On Investment Income30TaxBasedOnInvestmentIncome
Tax Due30TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDONNA RICKBooksInCareOfPersonName
Books In Care Of Phone Number2318653019BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
PETER D RICK
19176 ELIZABETH COURTSPRING LAKEMI49456PRESIDENT0.40000
DONNA L RICK
19176 ELIZABETH COURTSPRING LAKEMI49456SECRETARY/TR0.50000
VINTON B PERSONS
333 BRIDGE STREET NW SUITE 1000GRAND RAPIDSMI49504DIRECTOR0.20000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities33833AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances8000AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets41833TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets41833AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable627CashDeemedCharitable
Net Noncharitable Assets41206NetNoncharitableAssets
Minimum Investment Return2060MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return2060MinimumInvestmentReturn
Tax Based On Investment Income30TaxBasedOnInvestmentIncome
Total Tax30TotalTax
Distributable Amount Before Adj2030DistributableAmountBeforeAdj
Distributable Amount Before Ded2030DistributableAmountBeforeDed
Distributable Amount As Adjusted2030DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions6581ExpensesAndContributions
Qualifying Distributions6581QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm30OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions6551AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted2030DistributableAmountAsAdjusted
Excess Distri Carryover Year15710ExcessDistriCarryoverYear1
Total Excess Distri Carryover5710TotalExcessDistriCarryover
Qualifying Distributions6581QualifyingDistributions
Applied To Current Year2030AppliedToCurrentYear
Remaining Distri From Corpus4551RemainingDistriFromCorpus
Total Corpus10261TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year10261ExcessDistriCyovToNextYear
Excess From Year15710ExcessFromYear1
Excess From Current Year4551ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameDONNA RICKRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line119176 ELIZABETH COURTAddressLine1
CitySPRING LAKECity
StateMIState
ZIP Code49456ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2318653019RecipientPhoneNumber
Form And Info And MaterialsBRIEF EXPLANATION OF NEED AND COPY OF 501(C)(3) EXEMPTIONFormAndInfoAndMaterials
Submission DeadlinesDECEMBER 1SubmissionDeadlines
Restrictions On AwardsIRS APPROVED 501(C)(3) ORGANIZATIONSRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
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$1,000
MEALS ON WHEELS OF W MICHIGAN
560 SEMINOLE ROADMUSKEGONMI494403720FOOD FOR HOMEBOUND ELDERLY$520
SMILE TRAIN
41 MADISON AVE 28TH FLOONEW YORKNY100102202MEDICAL SURGERIES$500
NEW LIFE CHURCH
1541 WASHTENAW AVENUEANN ARBORMI48104RELIGIOUS$480
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income4RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income2239RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income767RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income3010RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA3010TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualPETER DONNA RICKContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line119176 ELIZABETH COURTAddressLine1
CitySPRING LAKECity
StateMIState
ZIP Code49456ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions50000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryBAIRD CUSTODIAL FEECategory
Amount$95Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

PETER D RICK
DONNA L RICK
VINTON B PERSONS

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondPIMCO FDS TOTAL RETURN FD CL CNameOfBond
EOY Book Value76965EOYBookValue
EOYFMV75850EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGALCategory
Amount$1,576Amount
Disbursements Charitable Prps1576DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
MISC55

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NamePETER DONNA RICKPersonName

US Address USAddress

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.