BIEZE FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BIEZE FAMILY FOUNDATION (EIN 46-0509235)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202301359349104870
Schema version
2022v5.0
Note
A later return for the same period supersedes this one.
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)
Return2023-05-15T14:20:29-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261617237PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ACTIVE TAX & ACCOUNTING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1365 NE BAKER CREEK RDAddressLine1Txt
CityMCMINNVILLECityNm
State AbbreviationORStateAbbreviationCd
ZIP97128ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460509235EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bieze Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBIEZBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11118 Northshore RdAddressLine1Txt
CityLake OswegoCityNm
State AbbreviationORStateAbbreviationCd
ZIP97034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGerald BiezePersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGeraldPersonFirstNm
Person LastBiezePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDan Chapman CPAPreparerPersonNm
PTINP00367540PTIN
Phone5034725010PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$225,186ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$133InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$133InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$133InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$13,978DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,978DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13,978DividendsAdjNetIncmAmt
Total Rev And Expnss$239,297TotalRevAndExpnssAmt
Total Net Invst Incm$14,111TotalNetInvstIncmAmt
Total Adj Net Incm$14,111TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$3,024LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,512LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$1,512LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$575AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$288AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$287AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$455TaxesRevAndExpnssAmt
Taxes Net Invst Incm$227TaxesNetInvstIncmAmt
Taxes Adj Net Incm$228TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$2OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$4,056TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,028TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,028TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$95,173ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$95,173ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,229TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,028TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,028TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$95,173TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$140,068ExcessRevenueOverExpensesAmt
Net Investment Income$12,083NetInvestmentIncomeAmt
Adjusted Net Income$12,083AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,980CashBOYAmt
Cash EOY$12,279CashEOYAmt
Sav And Temp Cash Invst BOY$2,038,470SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,637,211SavAndTempCashInvstEOYAmt
Total Assets BOY$2,053,450TotalAssetsBOYAmt
Total Assets EOY$1,649,490TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,053,450NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,649,490NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,053,450TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,649,490TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,053,450TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,649,490TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,053,450TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$140,068ExcessRevenueOverExpensesAmt
Subtotal$2,193,518SubtotalAmt
Other Decreases$544,028OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,649,490TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$168InvestmentIncomeExciseTaxAmt
Subtotal$168SubtotalAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Tax Due$168TaxDueAmt
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 BylawsYes (true)ChangesToArticlesOrBylawsInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Gerald M BiezeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5038071226PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11118 Northshore RdAddressLine1Txt
CityLake OswegoCityNm
State AbbreviationORStateAbbreviationCd
ZIP97034ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Gerald Bieze
1118 Northshore RdLake OswegoOR97034President1.00$0
Sarah Bieze
1118 Northshore RdLake OswegoOR97034Vice President1.00$0
Kate L Murphy
1118 Northshore RdLake OswegoOR97034Chairman1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Total Tax$168TotalTaxAmt
Distributable Before Adj$168DistributableBeforeAdjAmt
Distributable Before Ded$168DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$95,173ExpensesAndContributionsAmt
Qualifying Distributions$95,173QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$37,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$39,150ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$50,100ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$62,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$73,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$261,250TotalExcessDistributionCyovAmt
Qualifying Distributions$95,173QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$95,173RemainingDistriFromCorpusAmt
Total Corpus$356,423TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$37,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$319,423ExcessDistriCyovToNextYrAmt
Excess From Year4$39,150ExcessFromYear4Amt
Excess From Year3$50,100ExcessFromYear3Amt
Excess From Year2$62,000ExcessFromYear2Amt
Excess From Year1$73,000ExcessFromYear1Amt
Excess From Current Year$95,173ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
ST Marys Parish School
PO BOX 408ColbyWI54421EOFSUPPORT LOCAL COMMUNITY.$10,000
St Anthony School
407 N Division StLoyalWI54446EOFSUPPORT LOCAL COMMUNITY.$20,000
Meals on Wheels
7710 SW 31st AvePortlandOR97219EOFSUPPORT LOCAL COMMUNITY.$2,000
University of Illinois Found
1305 W Green StUrbanaIL61801EOFSUPPORT LOCAL COMMUNITY.$5,000
Ronald McDonald House
2620 N Commercial AvePortlandOR97227EOFSUPPORT LOCAL COMMUNITY.$2,000
American Cancer Society
PO BOX 3366PortlandOR97208EOFSUPPORT LOCAL COMMUNITY.$2,000
David Heller Foundation
PO BOX 530ScapposeOR97056EOFSUPPORT LOCAL COMMUNITY.$2,000
Casting for Recovery
109 E Oask St STE 1GBozemanMT59715EOFSUPPORT LOCAL COMMUNITY.$3,000
Fighting Pretty
2300 SW 1st Ave STE 104PortlandOR97201EOFSUPPORT LOCAL COMMUNITY.$10,000
Raphael House
4110 SE Hawthorne BLVD 503PortlandOR97214EOFSUPPORT LOCAL COMMUNITY.$24,173
Expansion International
5400 W Franklin Rd Ste JBoiseID83705EOFSUPPORT LOCAL COMMUNITY.$1,000
Our Lady of the Lake Catholic Schoo
650 A AveLake OswegoOR97034EOFSUPPORT LOCAL COMMUNITY.$3,000
Jesuit High School
9000 SW Beaverton-Hillsdale HWYPortlandOR97225EOFSUPPORT LOCAL COMMUNITY.$4,000
Assistance League of the Columbia P
PO BOX 596ASTORIAOR97103EOFSUPPORT LOCAL COMMUNITY.$1,000
Our Lady of the Lake Cath Church
650 A AveLake OswegoOR97034EOFSUPPORT LOCAL COMMUNITY.$4,000
Robb School Memorial Fund
911 Mountain Ridge Dr STE 100AUSTINTX78759EOFSUPPORT LOCAL COMMUNITY.$1,000None
Immaculate Heart of Mary Parishione
2926 N Willoams AvePortlandOR97227EOFSUPPORT LOCAL COMMUNITY$1,000None
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$95,173TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,978ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,111ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,111TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Bieze Family LLC
11118 Northshore RdLake OswegoOR97034$70,000Yes (X)
Gerald Bieze DDS PC
21118 Northshore RdLake OswegoOR97034$155,186Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$575Amt
Net Investment Income$288NetInvestmentIncomeAmt
Adjusted Net Income$287AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$3,024LegalFeesAmt
Net Investment Income$1,512NetInvestmentIncomeAmt
Adjusted Net Income$1,512AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFederal Income TaxDesc
Amt$120Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOfficeDesc
Revenue And Expenses Per Books$2RevenueAndExpensesPerBooksAmt
Net Investment Income$1NetInvestmentIncomeAmt
Adjusted Net Income$1AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Corp Div$50$25$25
State Taxes$405$202$203

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