BIEZE FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BIEZE FAMILY FOUNDATION (EIN 46-0509235)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201941349349102329
Schema version
2018v3.1
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)
Return2019-05-14T10:17:17-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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
ZIP971282019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDan Chapman CPAPreparerPersonNm
PTINP00367540PTIN
Phone5034725010PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

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$45,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,461DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,461DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,461DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$68,089CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$55,461TotalRevAndExpnssAmt
Total Net Invst Incm$78,550TotalNetInvstIncmAmt
Total Adj Net Incm$10,461TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$550AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$226TaxesRevAndExpnssAmt
Taxes Net Invst Incm$226TaxesNetInvstIncmAmt
Taxes Adj Net Incm$226TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$776TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$776TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$776TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,926TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$776TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$776TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$39,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,535ExcessRevenueOverExpensesAmt
Net Investment Income$77,774NetInvestmentIncomeAmt
Adjusted Net Income$9,685AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,568CashBOYAmt
Cash EOY$40,421CashEOYAmt
Sav And Temp Cash Invst BOY$829,791SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$773,641SavAndTempCashInvstEOYAmt
Total Assets BOY$861,359TotalAssetsBOYAmt
Total Assets EOY$814,062TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$861,359UnrestrictedBOYAmt
Unrestricted EOY$814,062UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$861,359TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$814,062TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$861,359TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$814,062TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$861,359TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,535ExcessRevenueOverExpensesAmt
Subtotal$876,894SubtotalAmt
Other Decreases$62,832OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$814,062TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$68,089CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,779AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$29,617AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$16,763AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$8,782AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$19,901AdjustedQlfyDistriYr5Amt
Net Investment Income Pct$778NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$778AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$39,150QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$778InvestmentIncomeExciseTaxAmt
Subtotal$778SubtotalAmt
Tax Based On Investment Income$778TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Tax Due$787TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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$778TaxBasedOnInvestmentIncomeAmt
Total Tax$778TotalTaxAmt
Distributable Before Adj$778DistributableBeforeAdjAmt
Distributable Before Ded$778DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,150ExpensesAndContributionsAmt
Qualifying Distributions$39,150QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$778PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,372AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$19,785ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$29,750ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$95,535TotalExcessDistributionCyovAmt
Qualifying Distributions$39,150QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$39,150RemainingDistriFromCorpusAmt
Total Corpus$134,685TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$19,785ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$114,900ExcessDistriCyovToNextYrAmt
Excess From Year4$9,000ExcessFromYear4Amt
Excess From Year2$29,750ExcessFromYear2Amt
Excess From Year1$37,000ExcessFromYear1Amt
Excess From Current Year$39,150ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 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 Paul Parochial School
PO BOX 188 20327 Christie StSt PaulOR97137EOFSUPPORT LOCAL COMMUNITY.$5,000
St Anthony School
407 N Division StLoyalWI54446EOFSUPPORT LOCAL COMMUNITY.$5,000
Meals on Wheels
7710 SW 31st AvePortlandOR97219EOFSUPPORT LOCAL COMMUNITY.$1,000
University of Illinois Found
1305 W Green StUrbanaIL61801EOFSUPPORT LOCAL COMMUNITY.$2,000
Doernbecher Children's Hosp
1121 SW Salmon St Ste 100PortlandOR97205EOFSUPPORT LOCAL COMMUNITY.$1,000
Ronald McDonald House
2620 N Commercial AvePortlandOR97227EOFSUPPORT LOCAL COMMUNITY.$1,000
American Cancer Society
PO BOX 3366PortlandOR97208EOFSUPPORT LOCAL COMMUNITY.$2,500
David Heller Foundation
PO BOX 530ScapposeOR97056EOFSUPPORT LOCAL COMMUNITY.$1,000
Catholic Charities
2740 SE Powells BLVDPORTLANDOR97202EOFSUPPORT LOCAL COMMUNITY.$5,000
Douglas County Library Found
1224 NE Walnut St PMB 800RoseburgOR97470EOFSUPPORT LOCAL COMMUNITY.$250
Assistance League of Columiba Pacif
PO BOX 596AstoriaOR97103EOFSUPPORT LOCAL COMMUNITY.$400
Breast Cancer Research Foundation
28 W 44TH St STE 609NEW YORKNY10036EOFSUPPORT LOCAL COMMUNITY.$2,500
Casting for Recovery
109 E Oask St STE 1GBozemanMT59715EOFSUPPORT LOCAL COMMUNITY.$2,500
Fighting Pretty
2300 SW 1st Ave STE 104PortlandOR97201EOFSUPPORT LOCAL COMMUNITY.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,461ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,461ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,461TotalIncomeProducingActyAmt

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
Jerry Bieze
11118 Northsore RdLake OswegoOR97128$40,000Yes (X)
Bieze Family LLC
21118 Northshore RdLake OswegoOR97128$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$550Amt
Net Investment Income$550NetInvestmentIncomeAmt
Adjusted Net Income$550AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFederal Income TaxDesc
Amt$221Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Corp Div$50$50$50
State Taxes$176$176$176

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