RICK FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RICK FAMILY FOUNDATION (EIN 26-4126885)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201231369349102263
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T15:30:20-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERSKIN & MERSKIN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S RATH AVE STE 201 | AddressLine1 |
| City | LUDINGTON | City |
| State | MI | State |
| ZIP Code | 494311923 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264126885 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RICK FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RICK | NameControl |
| Phone | 6168444400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 ELIZABETH COURT | AddressLine1 |
| City | SPRING LAKE | City |
| State | MI | State |
| ZIP Code | 49456 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER RICK | Name |
| Title | PRESIDENT | Title |
| Phone | 6168444400 | Phone |
| Date Signed | 2012-05-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID L HATCH | Name |
| Phone | 2318456251 | Phone |
| Date Prepared | 2012-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 33299 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 12 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 12 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 529 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 529 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 529 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 10541 | TotalRevenueAndExpenses |
| Total Net Investment Income | 541 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 541 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 4073 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 4073 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 750 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 750 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 139 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 139 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4962 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4962 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7362 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 7362 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3179 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 541 | NetInvestmentIncome |
| Adjusted Net Income | 541 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 11098 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14263 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14263 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 19000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 19000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 19036 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 30098 | TotalAssetsBOY |
| Total Assets EOY | 33263 | TotalAssetsEOY |
| Total Assets EOYFMV | 33299 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 30098 | UnrestrictedBOY |
| Unrestricted EOY | 33263 | UnrestrictedEOY |
| Total Net Assets BOY | 30098 | TotalNetAssetsBOY |
| Total Net Assets EOY | 33263 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 30098 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 33263 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 30098 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3179 | ExcessOfRevenueOverExpenses |
| Subtotal | 33277 | Subtotal |
| Other Decreases | 14 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 33263 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1551 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 19995 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.077569 | DistributionRatioYear1 |
| Noncharitable Assets Year2 | 13462 | NoncharitableAssetsYear2 |
| Total Distribution Ratio | 0.077569 | TotalDistributionRatio |
| Average Distribution Ratio | 0.077569 | AverageDistributionRatio |
| Net Noncharitable Assets | 31354 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2432 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2437 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 7362 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5 | InvestmentIncomeExciseTax |
| Subtotal | 5 | Subtotal |
| Tax Based On Investment Income | 5 | TaxBasedOnInvestmentIncome |
| Tax Due | 5 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DONNA RICK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2318653019 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 ELIZABETH COURT | AddressLine1 |
| City | SPRING LAKE | City |
| State | MI | State |
| ZIP Code | 49456 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PETER D RICK | ||||||||
| 19176 ELIZABETH COURT | SPRING LAKE | MI | 49456 | PRESIDENT | 0.10 | 0 | 0 | 0 |
| DONNA L RICK | ||||||||
| 19176 ELIZABETH COURT | SPRING LAKE | MI | 49456 | TREASURER | 0.10 | 0 | 0 | 0 |
| VINTON B PERSONS | ||||||||
| 333 BRIDGE STREET NW SUITE 1000 | GRAND RAPIDS | MI | 49504 | DIRECTOR | 0.05 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 31831 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 31831 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 31831 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 477 | CashDeemedCharitable |
| Net Noncharitable Assets | 31354 | NetNoncharitableAssets |
| Minimum Investment Return | 1568 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1568 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5 | TaxBasedOnInvestmentIncome |
| Total Tax | 5 | TotalTax |
| Distributable Amount Before Adj | 1563 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1563 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1563 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 7362 | ExpensesAndContributions |
| Qualifying Distributions | 7362 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 7357 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1563 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 89 | UndistributedIncomePriorYear |
| Qualifying Distributions | 7362 | QualifyingDistributions |
| Applied To Year1 | 89 | AppliedToYear1 |
| Applied To Current Year | 1563 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5710 | RemainingDistriFromCorpus |
| Total Corpus | 5710 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 5710 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 5710 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DONNA RICK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 ELIZABETH COURT | AddressLine1 |
| City | SPRING LAKE | City |
| State | MI | State |
| ZIP Code | 49456 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2318653019 | RecipientPhoneNumber |
| Form And Info And Materials | BRIEF EXPLANATION OF NEED AND COPY OF 501(C)(3) EXEMPTION | FormAndInfoAndMaterials |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlines |
| Restrictions On Awards | IRS APPROVED 501(C)(3) ORGANIZATIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| WHITWORTH UNIVERSITY | ||||||
| 300 WEST HAWTHORNE ROAD | SPOKANE | WA | 99251 | NONE | EDUCATION | $1,500 |
| A2 MISSIONARY FUND | ||||||
| 1541 WASHTENAW AVE | ANN ARBOR | MI | 48104 | NONE | MISSIONARY WORK | $300 |
| FIRST PRIORITY OF THE LAKESHORE | ||||||
| 834 GRANT AVE | GRAND HAVEN | MI | 49417 | NONE | EDUCATION | $300 |
| MISSION FOR AREA PEOPLE | ||||||
| 2500 JEFFERSON STREET | MUSKEGON | MI | 49444 | NONE | FOOD FOR THE NEEDY | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2400 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 12 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 529 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 541 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 541 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | PETER DONNA RICK | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 ELIZABETH COURT | AddressLine1 |
| City | SPRING LAKE | City |
| State | MI | State |
| ZIP Code | 49456 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| CPA 2010 | $375 | 375 |
| CPA 2011 | $375 | 375 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | PIMCO FDS TOTAL RETURN FD CL C | NameOfBond |
| EOY Book Value | 19000 | EOYBookValue |
| EOYFMV | 19036 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $4,073 | Amount |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2010 FEDERAL INCOME TAX | Description |
| Amount | $14 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| MISC | 139 | 139 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PETER DONNA RICK | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19176 ELIZABETH COURT | AddressLine1 |
| City | SPRING LAKE | City |
| State | MI | State |
| ZIP Code | 49456 | ZIPCode |
Comments