BIEZE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BIEZE FAMILY FOUNDATION (EIN 46-0509235)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-15
- IRS object ID
- 202031369349100833
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T09:27:33-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261617237 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTIVE TAX & ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 365 NE BAKER CREEK RD | AddressLine1Txt |
| City | MCMINNVILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 971282019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460509235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bieze Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIEZ | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1118 Northshore Rd | AddressLine1Txt |
| City | Lake Oswego | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gerald Bieze | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dan Chapman CPA | PreparerPersonNm |
| PTIN | P00367540 | PTIN |
| Phone | 5034725010 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $28 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,888 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,888 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,889 | GrossSalesPriceAmt |
| Total Rev And Expnss | $11,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,916 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,916 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $225 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $160 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $161 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $386 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $386 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,531 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,530 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,421 | CashBOYAmt |
| Cash EOY | $55,262 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $773,641 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,231,250 | SavAndTempCashInvstEOYAmt |
| Total Assets BOY | $814,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,286,512 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $814,062 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $814,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,512 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $814,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,286,512 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $814,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,937 | ExcessRevenueOverExpensesAmt |
| Other Increases | $512,174 | OtherIncreasesAmt |
| Subtotal | $1,287,299 | SubtotalAmt |
| Other Decreases | $787 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,286,512 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P | P | 2017-12-31 | 2019-12-12 | $18,870 | $20,059 | -$1,189 | -$1,189 |
| SHAKE SHACK | P | 2017-12-31 | 2019-12-12 | $3,046 | $3,532 | -$486 | -$486 |
| VANECK VECTORS BIOTECH | P | 2017-12-31 | 2019-12-12 | $6,973 | $6,280 | $693 | $693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$982 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,372 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $36,779 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $29,617 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $16,763 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $8,782 | AdjustedQlfyDistriYr5Amt |
| Net Investment Income Pct | $125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $125 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $125 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $125 | SubtotalAmt |
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $125 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jerry Bieze | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5038071226 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1118 Northshore Rd | AddressLine1Txt |
| City | Lake Oswego | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Gerald Bieze | ||||||
| 1118 Northshore Rd | Lake Oswego | OR | 97034 | President | 5.00 | $0 |
| Sarah Bieze | ||||||
| 1118 Northshore Rd | Lake Oswego | OR | 97034 | Vice President | 0.00 | $0 |
| Kate Bieze | ||||||
| 1118 Northshore Rd | Lake Oswego | OR | 97034 | Chairman | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125 | TotalTaxAmt |
| Distributable Before Adj | $125 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $125 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $125 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,975 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $29,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,900 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,100 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $50,100 | RemainingDistriFromCorpusAmt |
| Total Corpus | $165,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $156,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $29,750 | ExcessFromYear3Amt |
| Excess From Year2 | $37,000 | ExcessFromYear2Amt |
| Excess From Year1 | $39,150 | ExcessFromYear1Amt |
| Excess From Current Year | $50,100 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST Marys Parish School | ||||||
| PO BOX 408 | Colby | WI | 54421 | EOF | SUPPORT LOCAL COMMUNITY. | $5,000 |
| St Anthony School | ||||||
| 407 N Division St | Loyal | WI | 54446 | EOF | SUPPORT LOCAL COMMUNITY. | $10,000 |
| Meals on Wheels | ||||||
| 7710 SW 31st Ave | Portland | OR | 97219 | EOF | SUPPORT LOCAL COMMUNITY. | $1,000 |
| University of Illinois Found | ||||||
| 1305 W Green St | Urbana | IL | 61801 | EOF | SUPPORT LOCAL COMMUNITY. | $2,000 |
| Doernbecher Children's Hosp | ||||||
| 1121 SW Salmon St Ste 100 | Portland | OR | 97205 | EOF | SUPPORT LOCAL COMMUNITY. | $1,000 |
| Ronald McDonald House | ||||||
| 2620 N Commercial Ave | Portland | OR | 97227 | EOF | SUPPORT LOCAL COMMUNITY. | $1,000 |
| American Cancer Society | ||||||
| PO BOX 3366 | Portland | OR | 97208 | EOF | SUPPORT LOCAL COMMUNITY. | $2,500 |
| David Heller Foundation | ||||||
| PO BOX 530 | Scappose | OR | 97056 | EOF | SUPPORT LOCAL COMMUNITY. | $1,000 |
| Catholic Charities | ||||||
| 2740 SE Powells BLVD | PORTLAND | OR | 97202 | EOF | SUPPORT LOCAL COMMUNITY. | $1,000 |
| Breast Cancer Research Foundation | ||||||
| 28 W 44TH St STE 609 | NEW YORK | NY | 10036 | EOF | SUPPORT LOCAL COMMUNITY. | $5,000 |
| Casting for Recovery | ||||||
| 109 E Oask St STE 1G | Bozeman | MT | 59715 | EOF | SUPPORT LOCAL COMMUNITY. | $2,500 |
| Fighting Pretty | ||||||
| 2300 SW 1st Ave STE 104 | Portland | OR | 97201 | EOF | SUPPORT LOCAL COMMUNITY. | $1,000 |
| Wag-Able Where Ability Grows | ||||||
| 333 S State St | Lake Oswego | OR | 97034 | EOF | SUPPORT LOCAL COMMUNITY. | $4,600 |
| Lobular Breast Cancer Alliance | ||||||
| 23532 Calabasas Rd Ste A | Calabasas | CA | 91302 | EOF | SUPPORT LOCAL COMMUNITY. | $5,000 |
| Living Beyond Breast Cancer | ||||||
| 40 Monument Rd Ste 104 | Vala Cynwyd | PA | 19004 | EOF | SUPPORT LOCAL COMMUNITY. | $1,000 |
| Breast Friends | ||||||
| 14050 SW Pacific Hwy 201 | Tigard | OR | 97224 | EOF | SUPPORT LOCAL COMMUNITY. | $1,000 |
| Raphael House | ||||||
| 4110 SE Hawthorne BLVD 503 | Portland | OR | 97214 | EOF | SUPPORT LOCAL COMMUNITY. | $1,000 |
| Union Gospel Mission | ||||||
| 3 NW 3RD AVE | Portland | OR | 97209 | EOF | SUPPORT LOCAL COMMUNITY. | $1,000 |
| L'Arche Portland | ||||||
| 435 SE 85TH AVE | Portland | OR | 97216 | EOF | SUPPORT LOCAL COMMUNITY. | $1,000 |
| Koman Oregon | ||||||
| 1500 SW 1ST AVE 270 | Portland | OR | 97201 | EOF | SUPPORT LOCAL COMMUNITY. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,888 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$982 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,916 | ExclusionAmt |
| Related Or Exempt Function Incm | -$982 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,934 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Jerry Bieze | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1118 Northsore Rd | AddressLine1Txt |
| City | Lake Oswego | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $550 | Amt |
| Net Investment Income | $225 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $225 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Income Tax | Desc |
| Amt | $787 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Corp Div | $50 | $25 | $25 |
| State Taxes | $171 | $135 | $136 |
Comments