BIEZE FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BIEZE FAMILY FOUNDATION (EIN 46-0509235)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201601379349102575
Schema version
2015v2.0
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)
Return2016-05-16T14:07:49-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDan Chapman CPAPreparerPersonNm
PTINP00367540PTIN
Phone5034725010PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

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$17,650ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$50InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$50InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$8,946DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,986DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,946DividendsAdjNetIncmAmt
Gross Rents Net Invst Incm$21GrossRentsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$10,639NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,614GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,918CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$198NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss-$987OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$15,020TotalRevAndExpnssAmt
Total Net Invst Incm$16,933TotalNetInvstIncmAmt
Total Adj Net Incm$9,194TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$550AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$118TaxesRevAndExpnssAmt
Taxes Net Invst Incm$118TaxesNetInvstIncmAmt
Taxes Adj Net Incm$118TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$668TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$668TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$668TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,763ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,763ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,431TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$668TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$668TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$16,763TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,411ExcessRevenueOverExpensesAmt
Net Investment Income$16,265NetInvestmentIncomeAmt
Adjusted Net Income$8,526AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$199CashBOYAmt
Cash EOY$3,301CashEOYAmt
Sav And Temp Cash Invst BOY$579,645SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$556,992SavAndTempCashInvstEOYAmt
Total Assets BOY$579,844TotalAssetsBOYAmt
Total Assets EOY$560,293TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$579,844UnrestrictedBOYAmt
Unrestricted EOY$560,293UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$579,844TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$560,293TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$579,844TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$560,293TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$579,844TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,411ExcessRevenueOverExpensesAmt
Subtotal$577,433SubtotalAmt
Other Decreases$17,140OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$560,293TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$7,918CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$198NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,782AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$19,901AdjustedQlfyDistriYr2Amt
Net Investment Income Pct$163NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$163AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,763QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$163InvestmentIncomeExciseTaxAmt
Subtotal$163SubtotalAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Tax Due$163TaxDueAmt

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
Ella R 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$163TaxBasedOnInvestmentIncomeAmt
Total Tax$163TotalTaxAmt
Distributable Before Adj$163DistributableBeforeAdjAmt
Distributable Before Ded$163DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,763ExpensesAndContributionsAmt
Qualifying Distributions$16,763QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$163PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$16,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$19,785ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,785TotalExcessDistributionCyovAmt
Qualifying Distributions$16,763QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$16,763RemainingDistriFromCorpusAmt
Total Corpus$45,548TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$45,548ExcessDistriCyovToNextYrAmt
Excess From Year2$19,785ExcessFromYear2Amt
Excess From Year1$9,000ExcessFromYear1Amt
Excess From Current Year$16,763ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
St Bernard St Louis St Marys Help
PO BOX 436ColbyWI54421EOFSUPPORT LOCAL COMMUNITY.$3,000
St Paul Parochial School
PO BOX 188 20327 Christie StSt PaulOR97137EOFSUPPORT LOCAL COMMUNITY.$3,000
St Anthony School
407 N Division StLoyalWI54446EOFSUPPORT LOCAL COMMUNITY.$3,000
Sacred Heart Catholic Church
323 N Taylor StMarengoIL60152EOFSUPPORT LOCAL COMMUNITY.$750
Color Vision LTD
W501 State HWY 29EdgarWI54426EOFSUPPORT LOCAL COMMUNITY.$463
Doernbecher Childrens Hospital
1121 SW Salmon St STE 100PortlandOR97205EOFSUPPORT LOCAL COMMUNITY.$200
University of Illinois
1305 West Green StUrbanaIL61801EOFSUPPORT LOCAL COMMUNITY.$500
Duke University
PO BOX 90581DurhamNC27708EOFSUPPORT LOCAL COMMUNITY.$200
Raphael House
4110 SE Hawthorne BLVD 503PortlandOR97214EOFSUPPORT LOCAL COMMUNITY.$250
Komen for the Cure
1500 SW 1st Ave 270PortlandOR97201EOFSUPPORT LOCAL COMMUNITY.$200
Larche Portland
435 SE 85th AvePortlandOR97216EOFSUPPORT LOCAL COMMUNITY.$200
Jesuit High School
9000 SW Beaverton Hillsdale HWYPortlandOR97225EOFSUPPORT LOCAL COMMUNITY.$2,000
Archdiocese of Portland
2838 E Burnside StPortlandOR97214EOFSUPPORT LOCAL COMMUNITY.$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,763TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$50ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$8,946ExclusionAmt

Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion-$21ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$987RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion-$10,639ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$1,664ExclusionAmt
Related Or Exempt Function Incm-$987RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$2,651TotalIncomeProducingActyAmt

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$11,650Yes (X)
Bieze Family LLC
21118 Northshore RdLake OswegoOR97128$6,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

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

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books-$987RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Corp Div$50$50$50
ODR$68$68$68

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