BIEZE FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BIEZE FAMILY FOUNDATION (EIN 46-0509235)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-06-08
IRS object ID
201701599349100310
Schema version
2016v3.0
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)
Return2017-06-08T12:25:26-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-06-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDan Chapman CPAPreparerPersonNm
PTINP00367540PTIN
Phone5034725010PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$30,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,635DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,635DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,635DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$5,293CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,635TotalRevAndExpnssAmt
Total Net Invst Incm$13,928TotalNetInvstIncmAmt
Total Adj Net Incm$8,635TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$550AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$116TaxesRevAndExpnssAmt
Taxes Net Invst Incm$116TaxesNetInvstIncmAmt
Taxes Adj Net Incm$116TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$666TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$666TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$666TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,416TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$666TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$666TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$29,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,219ExcessRevenueOverExpensesAmt
Net Investment Income$13,262NetInvestmentIncomeAmt
Adjusted Net Income$7,969AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,301CashBOYAmt
Cash EOY$167CashEOYAmt
Sav And Temp Cash Invst BOY$556,992SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$626,113SavAndTempCashInvstEOYAmt
Total Assets BOY$560,293TotalAssetsBOYAmt
Total Assets EOY$626,280TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$560,293UnrestrictedBOYAmt
Unrestricted EOY$626,280UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$560,293TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$626,280TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$560,293TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$626,280TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$560,293TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,219ExcessRevenueOverExpensesAmt
Other Increases$57,768OtherIncreasesAmt
Subtotal$626,280SubtotalAmt
Tot Net Ast Or Fund Balances EOY$626,280TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$5,293CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,763AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$8,782AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$19,901AdjustedQlfyDistriYr3Amt
Net Investment Income Pct$133NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$133AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$29,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$133InvestmentIncomeExciseTaxAmt
Subtotal$133SubtotalAmt
Tax Based On Investment Income$133TaxBasedOnInvestmentIncomeAmt
Tax Due$133TaxDueAmt

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

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$133TaxBasedOnInvestmentIncomeAmt
Total Tax$133TotalTaxAmt
Distributable Before Adj$133DistributableBeforeAdjAmt
Distributable Before Ded$133DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,750ExpensesAndContributionsAmt
Qualifying Distributions$29,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$133PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$29,617AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$19,785ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,000ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$28,785TotalExcessDistributionCyovAmt
Qualifying Distributions$29,750QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$29,750RemainingDistriFromCorpusAmt
Total Corpus$58,535TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$58,535ExcessDistriCyovToNextYrAmt
Excess From Year3$19,785ExcessFromYear3Amt
Excess From Year2$9,000ExcessFromYear2Amt
Excess From Current Year$29,750ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST Marys Help of Christians Parish
PO BOX 436ColbyWI54421EOFSUPPORT LOCAL COMMUNITY.$5,000
St Paul Parochial School
PO BOX 188 20327 Christie StSt PaulOR97137EOFSUPPORT LOCAL COMMUNITY.$3,000
St Anthony School
407 N Division StLoyalWI54446EOFSUPPORT LOCAL COMMUNITY.$5,000
Sacred Heart Catholic Church
323 N Taylor StMarengoIL60152EOFSUPPORT LOCAL COMMUNITY.$1,000
Jesuit High School
9000 SW Beaverton-Hillsdale HwyPortlandOR97225EOFSUPPORT LOCAL COMMUNITY.$2,000
Meals on Wheels
7710 SW 31st AvePortlandOR97219EOFSUPPORT LOCAL COMMUNITY.$500
Union Gospel Mission
3 NW 3Rd AvePortlandOR97209EOFSUPPORT LOCAL COMMUNITY.$500
St Francis Dining Hall
1131 SE Oak StPortlandOR97214EOFSUPPORT LOCAL COMMUNITY.$500
Raphael House of Portland
4110 SE Hawthorne BlvdPortlandOR97214EOFSUPPORT LOCAL COMMUNITY.$500
St Stephen's Episcopal Parish
1432 SW 13th AvePortlandOR97201EOFSUPPORT LOCAL COMMUNITY.$500
University of Illinois Found
1305 W Green StUrbanaIL61801EOFSUPPORT LOCAL COMMUNITY.$1,000
The Childrens Book Bank
2680 SW Ravensview DrPortlandOR97201EOFSUPPORT LOCAL COMMUNITY.$1,000
Wildlife Action Inc
PO BOX 866MullinsSC29574EOFSUPPORT LOCAL COMMUNITY.$1,000
RAINN
1220 L St NW 505WashingtonDC20005EOFSUPPORT LOCAL COMMUNITY.$1,000
Oregon humane Society
1067 NE Columbia BLVDPortlandOR97211EOFSUPPORT LOCAL COMMUNITY.$1,000
Doernbecher Children's Hosp
1121 SW Salmon St Ste 100PortlandOR97205EOFSUPPORT LOCAL COMMUNITY.$500
Susan G Komen
1500 SW 1st AvePortlandOR97201EOFSUPPORT LOCAL COMMUNITY.$2,500
Ronald McDonald House
2115 SW River PkwyPortlandOR97201EOFSUPPORT LOCAL COMMUNITY.$500
American Cancer Society
PO BOX 34475SeattleWA98124EOFSUPPORT LOCAL COMMUNITY.$2,500
L'Arche Portland
435 SE 85th AvePortlandOR97216EOFSUPPORT LOCAL COMMUNITY.$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$8,635ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,635ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,635TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJerry BiezeContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11118 Northsore RdAddressLine1Txt
CityLake OswegoCityNm
State AbbreviationORStateAbbreviationCd
ZIP97128ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Corp Div$50$50$50
State Taxes$66$66$66

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