RICK FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
RICK FAMILY FOUNDATION (EIN 26-4126885)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-15
IRS object ID
202601059349100635
Schema version
2025v4.0
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)
Return2026-04-15T14:47:40-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-04-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL B HATCHPreparerPersonNm
PTINP00801828PTIN
Phone2318456251PhoneNum
Preparation2026-04-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
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$233InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$233InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$233InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,964DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,964DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,964DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$12,742NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$44,883GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,866CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$18OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$18OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$18OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$44,957TotalRevAndExpnssAmt
Total Net Invst Incm$10,081TotalNetInvstIncmAmt
Total Adj Net Incm$7,215TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$500AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$3,598OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,598OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$3,598OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$4,098TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,098TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,098TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,098TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,098TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,098TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$14,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,859ExcessRevenueOverExpensesAmt
Net Investment Income$5,983NetInvestmentIncomeAmt
Adjusted Net Income$3,117AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,744CashBOYAmt
Cash EOY$7,766CashEOYAmt
Corporate Stock BOY$291,339CorporateStockBOYAmt
Corporate Stock EOY$319,176CorporateStockEOYAmt
Total Assets BOY$300,083TotalAssetsBOYAmt
Total Assets EOY$326,942TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$300,083NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$326,942NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$300,083TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$326,942TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$300,083TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$326,942TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$300,083TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,859ExcessRevenueOverExpensesAmt
Subtotal$326,942SubtotalAmt
Tot Net Ast Or Fund Balances EOY$326,942TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2,866CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$83InvestmentIncomeExciseTaxAmt
Subtotal$83SubtotalAmt
Tax Based On Investment Income$83TaxBasedOnInvestmentIncomeAmt
Tax Due$83TaxDueAmt

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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 LAKEMI49456PRESIDENT000.00$0$0$0
DONNA L RICK
19176 ELIZABETH COURTSPRING LAKEMI49456SECRETARY/TR000.00$0$0$0
VINTON B PERSONS
333 BRIDGE STREET NW SUITE 1000GRAND RAPIDSMI49504DIRECTOR000.00$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$319,176AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,766AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$326,942TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$326,942AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,904CashDeemedCharitableAmt
Net Vl Noncharitable Assets$322,038NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,102MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,102MinimumInvestmentReturnAmt
Tax Based On Investment Income$83TaxBasedOnInvestmentIncomeAmt
Total Tax$83TotalTaxAmt
Distributable Before Adj$16,019DistributableBeforeAdjAmt
Distributable Before Ded$16,019DistributableBeforeDedAmt
Distributable As Adjusted$16,019DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,000ExpensesAndContributionsAmt
Qualifying Distributions$14,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,019DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,367ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$482ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$3,316ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$936ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,101TotalExcessDistributionCyovAmt
Qualifying Distributions$14,000QualifyingDistributionsAmt
Applied To Current Year$14,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,019ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,019ExcessDistributionCyovAppCYAmt
Total Corpus$4,082TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,082ExcessDistriCyovToNextYrAmt
Excess From Year2$3,146ExcessFromYear2Amt
Excess From Year1$936ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER AND 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 (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF MICHIGAN
1011 N UNIVERSITY AVEANN ARBORMI48109PCEDUCATION$7,000
FRUITPORT COMMUNITY CHURCH
9 S 8TH AVEFRUITPORTMI49415PCCOUNSELING SERVICES$5,000
MISSION FOR AREA PEOPLE
2500 JEFFERSON STMUSKEGONMI49444PCWOMEN'S & FAMILY SERVICES$1,000
COVENANT HOUSE
50 ANTOINE ST SWGRAND RAPIDSMI49507PCHOMELESS PROGRAMS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$233RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,964RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,742RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,957RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,957TotalIncomeProducingActyAmt

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$500Amt
Net Investment Income$500NetInvestmentIncomeAmt
Adjusted Net Income$500AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetBAIRDAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$42,017GrossSalesPriceAmt
Basis$32,141BasisAmt
Total Net$9,876TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockROBERT W. BAIRD & COStockNm
EOY Book Value$319,176EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
INVESTMENT FEES$3,598$3,598$3,598

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Revenue And Expenses Per Books$18RevenueAndExpensesPerBooksAmt
Net Investment Income$18NetInvestmentIncomeAmt
Adjusted Net Income$18AdjustedNetIncomeAmt

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