BRIGGS FISHER FOUNDATON: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BRIGGS FISHER FOUNDATON (EIN 20-3064253)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-05
IRS object ID
201421259349100742
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)
Return2014-05-05T12:54:38-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Loprete & Lyneis PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140950 Woodward Ave Ste 306AddressLine1
CityBloomfield HillsCity
StateMIState
ZIP Code48304ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203064253EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRIGGS-FISHER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBRIGBusinessNameControlTxt
Phone3138869713PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line146 DEPETRIS WAYAddressLine1
CityGROSSE POINTE FARMSCity
StateMIState
ZIP Code48236ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWALTER B FISHERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3138869713PhoneNum
Signature2014-04-24SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY M LYNEISPreparerPersonNm
Phone2485945770PhoneNum
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$138,641FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$220,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$220,003TotalRevAndExpnssAmt
Total Net Invst Incm$3TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$600LegalFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$3,050OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,650TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$195,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$195,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$198,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$195,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,353ExcessRevenueOverExpensesAmt
Net Investment Income$3NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$109,441CashBOYAmt
Cash EOY$130,821CashEOYAmt
Cash EOYFMV$130,821CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,847SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,820SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,820SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$117,288TotalAssetsBOYAmt
Total Assets EOY$138,641TotalAssetsEOYAmt
Total Assets EOYFMV$138,641TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$117,288RetainedEarningBOYAmt
Retained Earning EOY$138,641RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$117,288TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$138,641TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$117,288TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$138,641TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$117,288TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,353ExcessRevenueOverExpensesAmt
Subtotal$138,641SubtotalAmt
Tot Net Ast Or Fund Balances EOY$138,641TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$165,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$100,540NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.641138DistributionYr1Rt
Adjusted Qlfy Distri Yr2$240,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$73,919NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.246797DistributionYr2Rt
Adjusted Qlfy Distri Yr3$221,960AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$74,538NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.977810DistributionYr3Rt
Adjusted Qlfy Distri Yr4$289,773AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$116,903NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.478747DistributionYr4Rt
Adjusted Qlfy Distri Yr5$204,988AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$159,883NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.282113DistributionYr5Rt
Total Distribution11.626605TotalDistributionRt
Average Distribution2.325321AverageDistributionRt
Net Vl Noncharitable Assets$163,476NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$380,134AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$380,134AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$195,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 BooksWALTER B FISHERIndividualWithBooksNm
Phone3138860713PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line146 DEPETRIS WAYAddressLine1
CityGROSSE POINTE FARMSCity
StateMIState
ZIP Code48236ZIPCode
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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
CHARLES T FISHER III
100 RENAISSANCE CENTER SUITE 3520DETROITMI48243CHAIRMAN OF THE BOAR0$0$0$0
WALTER B FISHER
46 DEPETRIS WAYGROSSE POINTE FARMSMI48236PRESIDENT AND TREASU1.00$0$0$0
SARAH W FISHER
2250 DRYDEN ROADMETAMORAMI48455SECRETARY0$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$165,965AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$165,965TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$165,965AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,489CashDeemedCharitableAmt
Net Vl Noncharitable Assets$163,476NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,174MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,174MinimumInvestmentReturnAmt
Distributable Before Adj$8,174DistributableBeforeAdjAmt
Distributable Before Ded$8,174DistributableBeforeDedAmt
Distributable As Adjusted$8,174DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$195,000ExpensesAndContributionsAmt
Qualifying Distributions$195,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$195,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,174DistributableAsAdjustedAmt
Undistributed Income PY$5,027UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$197,073ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$283,930ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$219,233ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$236,304ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$165,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,101,540TotalExcessDistributionCyovAmt
Qualifying Distributions$195,000QualifyingDistributionsAmt
Remaining Distri From Corpus$195,000RemainingDistriFromCorpusAmt
Total Corpus$1,296,540TotalCorpusAmt
Taxable2$5,027Taxable2Amt
Undistributed Income CY$8,174UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$197,073ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,099,467ExcessDistriCyovToNextYrAmt
Excess From Year4$283,930ExcessFromYear4Amt
Excess From Year3$219,233ExcessFromYear3Amt
Excess From Year2$236,304ExcessFromYear2Amt
Excess From Year1$165,000ExcessFromYear1Amt
Excess From Current Year$195,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWALTER B FISHERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line146 DEPETRIS WAYAddressLine1
CityGROSSE POINTE FARMSCity
StateMIState
ZIP Code48236ZIPCode
FieldValueIRS element (for citing)
Recipient Phone3138869713RecipientPhoneNum
Form And Info And MaterialsLETTER FORM WITH COPY OF 501(C)(3) EXEMPTION LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONE: AVAILABILITY OF FUNDSSubmissionDeadlinesTxt
Restrictions On Awards501(C)(3) ORGANIZATIONS ONLYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOCIETY OF THE SACRED HEART
4839 WEST PINE BLVDST LOUISMO63108501(C)(3)EDUCATIONRELIGIOUS/$75,000
UNIVERSITY OF DETROIT MERCY
4001 WEST MCNICHOLSDETROITMI48221501(C)(3)EDUCATION$30,000
SIENA HEIGHTS UNIVERSITY
1247 EAST SIENA HEIGHTS DRIVEADRIANMI49221501(C)(3)EDUCATION$30,000
MADONNA UNIVERSITY
36600 SCHOOLCRAFT ROADLIVONIAMI48150501(C)(3)EDUCATION$30,000
MARYGROVE COLLEGE
8424 WEST MCNICHOLSDETROITMI48221501(C)(3)EDUCATION$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$195,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY ELIZABETH FISHER CLATBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line146 DEPETRIS WAYAddressLine1
CityCLINTONCity
StateMIState
ZIP Code49236ZIPCode
FieldValueIRS element (for citing)
Total Contributions$220,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
OFFICE EXPENSE$3,000
STATE OF MI FILING FEE$20
BANK FEES$30

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