BRIGGS FISHER FOUNDATON: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BRIGGS FISHER FOUNDATON (EIN 20-3064253)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-13
IRS object ID: 201341339349101419
Schema version: 2012v2.0
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
Form 990-PF
Schedule B
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-13T10:32:52-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOPRETE & LYNEIS PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	40950 WOODWARD AVE STE 306	AddressLine1
City	BLOOMFIELD HILLS	City
State	MI	State
ZIP Code	48304	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	203064253	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE BRIGGS-FISHER FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BRIG	NameControl
Phone	3138869713	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	46 DEPETRIS WAY	AddressLine1
City	GROSSE POINTE FARMS	City
State	MI	State
ZIP Code	48236	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	WALTER B FISHER	Name
Title	PRESIDENT	Title
Phone	3138869713	Phone
Date Signed	2013-04-28	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MARY M LYNEIS	Name
Phone	2485945770	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	117288	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	220000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	4	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	4	InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	220004	TotalRevenueAndExpenses
Total Net Investment Income	4	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	591	LegalFeesRevAndExpnss
Other Expenses Rev And Expnss	3020	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	3611	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	165000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	165000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	168611	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	165000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	51393	ExcessOfRevenueOverExpenses
Net Investment Income	4	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	58052	CashBOY
Cash EOY	109441	CashEOY
Cash EOYFMV	109441	CashEOYFMV
Savings And Temp Cash Invst BOY	7843	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	7847	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	7847	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	65895	TotalAssetsBOY
Total Assets EOY	117288	TotalAssetsEOY
Total Assets EOYFMV	117288	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	65895	RetainedEarningsBOY
Retained Earnings EOY	117288	RetainedEarningsEOY
Total Net Assets BOY	65895	TotalNetAssetsBOY
Total Net Assets EOY	117288	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	65895	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	117288	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	65895	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	51393	ExcessOfRevenueOverExpenses
Subtotal	117288	Subtotal
Total Net Assets Fund Balances EOY	117288	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Qualifying Distributions Year1	240000	QualifyingDistributionsYear1
Noncharitable Assets Year1	73919	NoncharitableAssetsYear1
Distribution Ratio Year1	3.246797	DistributionRatioYear1
Qualifying Distributions Year2	221960	QualifyingDistributionsYear2
Noncharitable Assets Year2	74538	NoncharitableAssetsYear2
Distribution Ratio Year2	2.977810	DistributionRatioYear2
Qualifying Distributions Year3	289773	QualifyingDistributionsYear3
Noncharitable Assets Year3	116903	NoncharitableAssetsYear3
Distribution Ratio Year3	2.478747	DistributionRatioYear3
Qualifying Distributions Year4	204988	QualifyingDistributionsYear4
Noncharitable Assets Year4	159883	NoncharitableAssetsYear4
Distribution Ratio Year4	1.282113	DistributionRatioYear4
Qualifying Distributions Year5	230051	QualifyingDistributionsYear5
Noncharitable Assets Year5	163507	NoncharitableAssetsYear5
Distribution Ratio Year5	1.406980	DistributionRatioYear5
Total Distribution Ratio	11.392447	TotalDistributionRatio
Average Distribution Ratio	2.278489	AverageDistributionRatio
Net Noncharitable Assets	100540	NetNoncharitableAssets
Adjusted Noncharitable Assets	229079	AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One	229079	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	165000	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
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	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
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	WALTER B FISHER	BooksInCareOfPersonName
Books In Care Of Phone Number	3138860713	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	46 DEPETRIS WAY	AddressLine1
City	GROSSE POINTE FARMS	City
State	MI	State
ZIP Code	48236	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

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
Uncorrected Prior Acts	false	UncorrectedPriorActs
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
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

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
CHARLES T FISHER III
100 RENAISSANCE CENTER SUITE 3520	DETROIT	MI	48243	CHAIRMAN OF THE BOAR	0	0	0	0
WALTER B FISHER
46 DEPETRIS WAY	GROSSE POINTE FARMS	MI	48236	PRESIDENT AND TREASU	1.00	0	0	0
SARAH W FISHER
2250 DRYDEN ROAD	METAMORA	MI	48455	SECRETARY	0	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	102071	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	102071	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	102071	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1531	CashDeemedCharitable
Net Noncharitable Assets	100540	NetNoncharitableAssets
Minimum Investment Return	5027	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	5027	MinimumInvestmentReturn
Distributable Amount Before Adj	5027	DistributableAmountBeforeAdj
Distributable Amount Before Ded	5027	DistributableAmountBeforeDed
Distributable Amount As Adjusted	5027	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	165000	ExpensesAndContributions
Qualifying Distributions	165000	QualifyingDistributions
Adj Qualifying Distributions	165000	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	5027	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	231874	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	197073	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	283930	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	219233	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	236304	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1168414	TotalExcessDistriCarryover
Qualifying Distributions	165000	QualifyingDistributions
Remaining Distri From Corpus	165000	RemainingDistriFromCorpus
Total Corpus	1333414	TotalCorpus
Undistributed Income CY	5027	UndistributedIncomeCY
Excess Distri Cyov From Year5	231874	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1101540	ExcessDistriCyovToNextYear
Excess From Year4	197073	ExcessFromYear4
Excess From Year3	283930	ExcessFromYear3
Excess From Year2	219233	ExcessFromYear2
Excess From Year1	236304	ExcessFromYear1
Excess From Current Year	165000	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	WALTER B FISHER	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	46 DEPETRIS WAY	AddressLine1
City	GROSSE POINTE FARMS	City
State	MI	State
ZIP Code	48236	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	3138869713	RecipientPhoneNumber
Form And Info And Materials	LETTER FORM WITH COPY OF 501(C)(3) EXEMPTION LETTER	FormAndInfoAndMaterials
Submission Deadlines	NONE: AVAILABILITY OF FUNDS	SubmissionDeadlines
Restrictions On Awards	501(C)(3) ORGANIZATIONS ONLY	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
SOCIETY OF THE SACRED HEART
4839 WEST PINE BLVD	ST LOUIS	MO	63108	501(C)(3)	EDUCATIONRELIGIOUS/	$95,000
UNIVERSITY OF DETROIT MERCY
4001 WEST MCNICHOLS	DETROIT	MI	48221	501(C)(3)	EDUCATION	$25,000
SIENA HEIGHTS UNIVERSITY
1247 EAST SIENA HEIGHTS DRIVE	ADRIAN	MI	49221	501(C)(3)	EDUCATION	$15,000
MADONNA UNIVERSITY
36600 SCHOOLCRAFT ROAD	LIVONIA	MI	48150	501(C)(3)	EDUCATION	$15,000
MARYGROVE COLLEGE
8424 WEST MCNICHOLS	DETROIT	MI	48221	501(C)(3)	EDUCATION	$15,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	165000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$4	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$4	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	4	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 Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	MARY ELIZABETH FISHER CLAT	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	46 DEPETRIS WAY	AddressLine1
City	GROSSE POINTE	City
State	MI	State
ZIP Code	48236	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	220000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
OFFICE EXPENSE	3000
STATE OF MI FILING FEE	20

BRIGGS FISHER FOUNDATON: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Name Business ContributorNameBusiness

Contributor Address US ContributorAddressUS

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Comments