BIEZE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BIEZE FAMILY FOUNDATION (EIN 46-0509235)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202131379349102188
Schema version
2020v4.0
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)
Return2021-05-17T17:33:28-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-05-17SignatureDt
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

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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)
Interest On Sav Rev And Expnss$3,353InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,353InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3,353InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,746NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,395,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$4,386TotalRevAndExpnssAmt
Total Net Invst Incm$3,380TotalNetInvstIncmAmt
Total Adj Net Incm$3,360TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$575AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$288AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$287AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$199TaxesRevAndExpnssAmt
Taxes Net Invst Incm$100TaxesNetInvstIncmAmt
Taxes Adj Net Incm$99TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$2OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$776TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$389TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$387TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$62,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$62,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,776TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$389TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$387TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$62,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$67,162ExcessRevenueOverExpensesAmt
Net Investment Income$2,991NetInvestmentIncomeAmt
Adjusted Net Income$2,973AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,262CashBOYAmt
Cash EOY$37,861CashEOYAmt
Sav And Temp Cash Invst BOY$1,231,250SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,420,105SavAndTempCashInvstEOYAmt
Total Assets BOY$1,286,512TotalAssetsBOYAmt
Total Assets EOY$1,457,966TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,286,512NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$1,286,512TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,457,966TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,286,512TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,457,966TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,286,512TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$67,162ExcessRevenueOverExpensesAmt
Other Increases$238,741OtherIncreasesAmt
Subtotal$1,458,091SubtotalAmt
Other Decreases$125OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,457,966TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$20CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$42InvestmentIncomeExciseTaxAmt
Subtotal$42SubtotalAmt
Tax Based On Investment Income$42TaxBasedOnInvestmentIncomeAmt
Tax Due$42TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Jerry 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 OswegoOR97034President5.00$0
Sarah Bieze
1118 Northshore RdLake OswegoOR97034Vice President0.00$0
Kate Bieze
1118 Northshore RdLake OswegoOR97034Chairman0.00$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$42TaxBasedOnInvestmentIncomeAmt
Total Tax$42TotalTaxAmt
Distributable Before Adj$42DistributableBeforeAdjAmt
Distributable Before Ded$42DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,000ExpensesAndContributionsAmt
Qualifying Distributions$62,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$62,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$29,750ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$37,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,150ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,100ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$156,000TotalExcessDistributionCyovAmt
Qualifying Distributions$62,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$62,000RemainingDistriFromCorpusAmt
Total Corpus$218,000TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$218,000ExcessDistriCyovToNextYrAmt
Excess From Year4$29,750ExcessFromYear4Amt
Excess From Year3$37,000ExcessFromYear3Amt
Excess From Year2$39,150ExcessFromYear2Amt
Excess From Year1$50,100ExcessFromYear1Amt
Excess From Current Year$62,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST Marys Parish School
PO BOX 408ColbyWI54421EOFSUPPORT LOCAL COMMUNITY.$5,000
St Anthony School
407 N Division StLoyalWI54446EOFSUPPORT LOCAL COMMUNITY.$10,000
Meals on Wheels
7710 SW 31st AvePortlandOR97219EOFSUPPORT LOCAL COMMUNITY.$2,000
University of Illinois Found
1305 W Green StUrbanaIL61801EOFSUPPORT LOCAL COMMUNITY.$10,000
Doernbecher Children's Hosp
1121 SW Salmon St Ste 100PortlandOR97205EOFSUPPORT LOCAL COMMUNITY.$2,000
Ronald McDonald House
2620 N Commercial AvePortlandOR97227EOFSUPPORT LOCAL COMMUNITY.$2,000
American Cancer Society
PO BOX 3366PortlandOR97208EOFSUPPORT LOCAL COMMUNITY.$2,500
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.$2,000
Living Beyond Breast Cancer
40 Monument Rd Ste 104Vala CynwydPA19004EOFSUPPORT LOCAL COMMUNITY.$2,000
Expansion International
5400 W Franklin Rd Ste JBoiseID83705EOFSUPPORT LOCAL COMMUNITY.$2,500
Archbishop's Catholic Appeal
PO BOX 15149PORTLANDOR97293EOFSUPPORT LOCAL COMMUNITY.$1,000
St Francis of Assisi
330 S 11th AvePortlandOR97214EOFSUPPORT LOCAL COMMUNITY.$2,000
Tillamook Habitat for Humanity
PO BOX 988TillamookOR97141EOFSUPPORT LOCAL COMMUNITY.$2,000
Sacred Hear Catholic Church
3910 SE 11th AvePortlandOR97202EOFSUPPORT LOCAL COMMUNITY.$4,000
Our Lady of the Lake
650 A AveLake OswegoOR97034EOFSUPPORT LOCAL COMMUNITY.$4,000
Jesuit High School
9000 SW Beaverton-Hillsdale HWYPortlandOR97225EOFSUPPORT LOCAL COMMUNITY.$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$62,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,353ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$7,746RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,360ExclusionAmt
Related Or Exempt Function Incm-$7,746RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$4,386TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Jerry Bieze
11118 Northsore RdLake OswegoOR97034$101,617Yes (X)
Bieze Family LLC
21118 Northshore RdLake OswegoOR97034$101,617Yes (X)
Gerald Bieze DDS PC
31118 Northshore RdLake OswegoOR97034$41,000Yes (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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFederal Income TaxDesc
Amt$125Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPostageDesc
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$149$75$74

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