2024-10-14T06:24:29-05:00 2023-11-30 261764272 MARK H WEBER CPA AN ACCOUNTANCY CORPOR 699 HAMPSHIRE ROAD SUITE 100 WESTLAKE VILLAGE CA 91361 990PF 2022-12-01 611460815 M PIUZE FOUNDATION MPIU 8185194818 5627 KANAN ROAD SUITE 436 AGOURA HILLS CA 91301 MARION PIUZE CEO 8185194818 2024-10-11 1 0 MARK WEBER P00101912 8057194400 2022 2024-10-15 13:58:12Z X X 115499703 X 13891627 36968 36968 1889879 1889879 530159 530159 1553 4599656 13372140 4599656 3400 4228 -828 26615 26615 20974076 7083277 85000 0 0 9842 0 0 154074 29588 0 10887 9071 0 211257 0 0 386372 203657 0 16570 16570 17321 0 0 11276 7916 0 707793 689258 0 1610392 956060 0 2823342 2823342 4433734 956060 2823342 16540342 6127217 2293837 79163 79179 0 0 324981 15702926 14545240 26635503 8462948 28649 8341471 8434299 10898371 40089033 57381967 77535681 0 25988 25988 66427267 80466657 115499703 15873 19438 12577932 10052898 12577932 10088209 X 30681256 30670027 0 0 23168079 39708421 53849335 70378448 66427267 80466657 53849335 16540342 0 70389677 11229 70378448 MERRILL LYNCH ACCT. 7200 P 2023-01-26 2023-03-24 237500 242458 -4958 -4958 MERRILL LYNCH ACCT. 7200 P 2023-03-27 2023-09-15 162500 156518 5982 5982 MORGAN STANLEY ACCT. 1475 P 2022-07-26 2023-06-02 786252 709807 76445 76445 MORGAN STANLEY ACCT. 1475 P 2022-07-26 2023-06-02 97641 94316 3325 3325 MERRILL LYNCH ACCT. 7200 P 2020-06-11 2023-01-23 534513 330788 203725 203725 MERRILL LYNCH ACCT. 7199 P 2009-11-16 2023-02-13 6461 455000 -448539 -448539 MERRILL LYNCH ACCT. 7200 P 2020-06-11 2023-03-27 85131 82674 2457 2457 MERRILL LYNCH ACCT. 7200 P 2020-06-11 2023-04-20 334177 176420 157757 157757 MERRILL LYNCH ACCT. 7200 P 2015-11-03 2023-07-20 101820 29295 72525 72525 MERRILL LYNCH ACCT. 7200 P 2015-07-02 2023-08-21 89790 63477 26313 26313 MERRILL LYNCH ACCT. 7200 P 2007-12-03 2023-10-12 8555 2703 5852 5852 MERRILL LYNCH ACCT. 7200 P 2008-10-16 2023-11-27 1187821 398635 789186 789186 MORGAN STANLEY ACCT. 1475 P 2020-05-02 2022-12-31 4624 2287 2337 2337 MORGAN STANLEY ACCT. 1475 P 2020-05-02 2023-01-10 912037 509646 402391 402391 MORGAN STANLEY ACCT. 6014 P 2020-05-02 2023-03-17 387018 295589 91429 91429 MORGAN STANLEY ACCT. 1475 P 2020-05-02 2023-06-02 1175328 782827 392501 392501 MORGAN STANLEY ACCT. 6014 P 2020-05-02 2023-03-17 18352 47537 -29185 -29185 MORGAN STANLEY ACCT. 1475 P 2020-05-02 2023-06-02 3760073 2791528 968545 968545 MORGAN STANLEY ACCT. 6014 P 2020-05-02 2023-03-17 9002 9673 -671 -671 MORGAN STANLEY ACCT. 1475 P 2020-05-02 2023-06-02 721479 493467 228012 228012 MORGAN STANLEY ACCT. 1475 P 2020-05-02 2023-11-30 1800453 1097839 702614 702614 GOLDMAN SACHS P 2020-05-02 2023-11-30 526135 526135 526135 MORGAN STANLEY P 2020-05-02 2023-11-30 425478 425478 425478 4599656 85168 0 85168 0 85168 88000 0 60000 0 148000 1846 60986 60986 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MARION S PIUZE 3103121102 32090 WATERSIDE LANE WESTLAKE VILLAGE CA 91361 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARION S PIUZE 32090 WATERSIDE LANE WESTLAKE VILLAGE CA 91361 SECRETARY/CFO 0.00 0 0 0 NICOLE WILSON 5805 COLODNY DRIVE AGOURA HILLS CA 91301 CEO 25.00 85000 0 0 NONE 0 NONE 0 0 93649807 2267867 13374340 109292014 0 0 109292014 1639380 107652634 5382632 5382632 85168 85168 5297464 0 5297464 0 5297464 2823342 0 2823342 5297464 2628887 2020 52445 0 2823342 2628887 52445 0 142010 0 0 0 0 0 0 0 0 5155454 0 0 0 X A21 CAMPAIGN INC 2781 W MACARTHUR BLVD STE B 605 SANTA ANA CA 92704 NONE PC HUMANITARIAN OUTREACH 15000 AFRICAN WILDLIFE FOUNDATION 1400 SIXTEENTH STREET NW SUITE 120 WASHINGTON DC 20036 NONE PC WILDLIFE CONSERVATION 300000 ALLIANCE DEFENDING FREEDOM 15100 N 90TH STREET SCOTTSDALE AZ 85260 NONE PC HUMANITARIAN OUTREACH 12500 AMANDA FOUNDATION 351 NORTH FOOTHILL ROAD BEVERLY HILLS CA 90210 NONE PC HUMANITARIAN OUTREACH 5000 AMERICAN CENTER FOR LAW AND JUSTICE PO BOX 90555 WASHINGTON DC 20090 NONE PC HUMANITARIAN OUTREACH 13000 AMERICAN FOREST 1220 L STREET NW WASHINGTON DC 20005 NONE PC ENVIRONMENTAL CONSERVATION 10000 AMERICANS FOR OXFORD INC 500 FIFTH AVENUE 32ND FLOOR NEW YORK NY 10110 NONE PC EDUCATION DEVELOPMENT 25000 BEYOND PROJECT PO BOX 281 BELLEVUE WA 98009 NONE PC HUMANITARIAN OUTREACH 5000 BUD MINISTRIES 1112 BATE AVE NASHVILLE TN 37204 NONE PC HUMANITARIAN OUTREACH 5000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PC HUMANITARIAN OUTREACH 12500 CENTER FOR GREAT APES PO BOX 488 WAUCHULA FL 33873 NONE PC WILDLIFE CONSERVATION 111864 CHARITY NAVIGATOR PO BOX 4009 HARLAN IA 51593 NONE PC ASSESSMENT ORGANIZATION 5000 CHARITY WATER 200 VARICK STREET SUITE 201 NEW YORK NY 10014 NONE PC HUMANITARIAN OUTREACH 10000 CHIMPANZEE SANCTUARY NORTHWEST PO BOX 952 CLE ELUM WA 98922 NONE PC WILDLIFE CONSERVATION 125847 CLARIS HEALTH 11500 W OLYMPIC BLVD 570 LOS ANGELES CA 90064 NONE PC HUMANITARIAN OUTREACH 12500 CRISIS RELIEF INTERNATIONAL 1101 14TH ST NW SUITE 710 WASHINGTON DC 20005 NONE PC HUMANITARIAN OUTREACH 20000 CRYSTAL PEAKS YOUTH RANCH 19344 INNES MARKET RD BEND OR 97703 NONE PC ANIMAL RESCUE 20000 DEFENDERS OF WILDLIFE PO BOX 1553 MERRIFIELD VA 22116 NONE PC WILDLIFE CONSERVATION 50000 DREAM CENTER 2301 BELLEVUE AVE LOS ANGELES CA 90026 NONE PC HUMANITARIAN OUTREACH 12500 ENVIRONMENTAL DEFENSE FUND 257 PARK AVENUE SOUTH NEW YORK NY 10010 NONE PC ENVIRONMENTAL CONSERVATION 20000 ENVIRONMENTAL INVESTIGATION AGENCY 62-63 UPPER STREET LONDON LONDON UK N1 0NY NONE PC WILDLIFE CONSERVATION 50000 EXOTIC FELINE BREEDING 3718 W 60TH STREET ROSAMOND CA 93560 NONE PC WILDLIFE CONSERVATION 27500 FAITH CHILD MINISTRY PO BOX 942 GLENDALE CA 91206 NONE PC HUMANITARIAN OUTREACH 3000 FAMILY RESEARCH COUNCIL 801 G STREET NW WASHINGTON DC 20001 NONE PC HUMANITARIAN OUTREACH 10000 FIXNATION 7680 CLYBOURN AVE LOS ANGELES CA 91352 NONE PC ANIMAL RESCUE 2500 GLOBAL CONSERVATION PO BOX 29278 SAN FRANCISCO CA 94129 NONE PC ENVIRONMENTAL CONSERVATION 10000 GREENWARD 23014 NE 69TH AVE MELROSE FL 32666 NONE PC HUMANITARIAN OUTREACH 5000 HARVEST HOME 2118 WILSHIRE BLVD PMB 358 SANTA MONICA CA 90403 NONE PC HUMANITARIAN OUTREACH 12500 HAWAII WILDLIFE FUND PO BOX 790637 PAIA HI 96779 NONE PC WILDLIFE CONSERVATION 16000 HEIFER PROJECT INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 NONE PC HUMANITARIAN OUTREACH 25000 HOPE FOR HOMELESS YOUTH & JOY MINISTRY 626 CORONADO TERRACE 110 LOS ANGELES CA 90026 NONE PC HUMANITARIAN OUTREACH 8000 HOPE FOR JUSTICE PO BOX 280365 NASHVILLE TN 37228 NONE PC HUMANITARIAN OUTREACH 13000 HOPE FOR MOMMIES 4114 S IRBY ST KENNEWICK WA 99337 NONE PC HUMANITARIAN OUTREACH 10000 HOPE OF THE VALLEY PO BOX 7609 MISSION HILLS CA 91346 NONE PC HUMANITARIAN OUTREACH 20000 INNOCENCE PROJECT 40 WORTH STREET SUITE 701 NEW YORK NY 10013 NONE PC HUMANITARIAN OUTREACH 12500 INSTITUTE OF RANGE AND THE AMERICAN MUSTANG PO BOX 998 HOT SPRINGS SD 57747 NONE PC WILDLIFE CONSERVATION 5000 INTERNATIONAL CHILDREN'S FUND 619 MAIN ST NEENAH WI 54956 NONE PC HUMANITARIAN OUTREACH 14000 INTERNATIONAL JUSTICE MISSION PO BOX 2227 ARLINGTON VA 22202 NONE PC HUMANITARIAN OUTREACH 60000 JAMES STOREHOUSE 3543 OLD CONEJO ROAD 105 NEWBURY PARK CA 91320 NONE PC HUMANITARIAN OUTREACH 10000 JUSTICE RISING 1360 S FIGUEROA ST UNIT D 371 LOS ANGELES CA 90015 NONE PC HUMANITARIAN OUTREACH 10000 KAUAI COMMUNITY CAT PROJECT PO BOX 143 KEKAHA HI 96752 NONE PC ANIMAL RESCUE 2500 LION GUARDIANS USA POST OFFICE BOX 9641 WASHINGTON DC 20016 NONE PC WILDLIFE CONSERVATION 12500 LUGUNA GREENBELTH INC PO BOX 860 LAGUNA BEACH CA 92652 NONE PC WILDLIFE CONSERVATION 5000 MISSION PREBORN INC PO BOX 78221 INDIANAPOLIS IN 46278 NONE PC HUMANITARIAN OUTREACH 30000 MOUNTAIN SEA ADVENTURES 849 ALMAR AVE STE C255 SANTA CRUZ CA 95060 NONE PC HUMANITARIAN OUTREACH 30000 MUSTANG HERITAGE FOUNDATION PO BOX 290003 NASHVILLE TN 37229 NONE PC ANIMAL WELFARE 10000 NATIONAL AUDUBON SOCIETY 225 VARICK ST NEW YORK NY 10014 NONE PC WILDLIFE CONSERVATION 10000 NATIONAL MARINE SANCTUARY FOUNDATION MASTER 8601 GEORGIA AVE UNIT 510 SILVER SPRING MD 20910 NONE PC WILDLIFE CONSERVATION 6500 NATIONAL WILDLIFE FEDERATION PO BOX 1583 MERRIFIELD VA 22116 NONE PC WILDLIFE CONSERVATION 500000 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET 11/F NEW YORK NY 10011 NONE PC ENVIRONMENTAL CONSERVATION 10000 NATURE CONSERVANCY 4245 N FAIRFAX DRIVE ARLINGTON VA 22203 NONE PC ENVIRONMENTAL CONSERVATION 62500 OCEANA 1025 CONNECTICUT AVE NW SUITE 200 WASHINGTON DC 20036 NONE PC ENVIRONMENTAL CONSERVATION 5000 ONE FOR ISRAEL 2405 MUSTANG DR GRAPEVINE TX 76051 NONE PC HUMANITARIAN OUTREACH 10000 PARTNERS IN HEALTH 800 BOYLSTON STREET SUITE 300 BOSTON MA 02199 NONE PC HUMANITARIAN OUTREACH 20000 PROJECT VERITAS 4700 MILLENIA BLVD SUITE 500 5TH FLOOR ORLANDO FL 32839 NONE PC JOURNALISM 13000 PROPUBLICA 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK NY 10013 NONE PC HUMANITARIAN OUTREACH 6500 PUBLIC HEALTH ADVOCACY INSTITUTE 360 HUNTINGTON AVE SUITE 117CU BOSTON MA 02115 NONE PC HUMANITARIAN OUTREACH 50000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC HUMANITARIAN OUTREACH 30000 SAVE PASSAGE HEALS 7120 HAYVENHURST AVE SUITE 314 VAN NUYS CA 91406 NONE PC HUMANITARIAN OUTREACH 10000 SAVE THE CHIMPS INC PO BOX 12220 FORT PIERCE FL 34979 NONE PC WILDLIFE CONSERVATION 97881 SURFRIDER FOUNDATION 942 CALLE NEGOCIO SUITE 350 SAN CLEMENTE CA 92673 NONE PC ENVIRONMENTAL CONSERVATION 10000 THE CLEAR FUND DBA GIVEWELL 1714 FRANKLIN STREET 100335 OAKLAND CA 94612 NONE PC HUMANITARIAN OUTREACH 30000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE PC HUMANITARIAN OUTREACH 12500 THE JOSHUA FUND PO BOX 3468 MCLEAN VA 22103 NONE PC HUMANITARIAN OUTREACH 10000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC HUMANITARIAN OUTREACH 12500 TWO PENNIES MINISTRY 1735 WEST HIGHLAND AVENUE ELGIN IL 60123 NONE PC HUMANITARIAN OUTREACH 6250 UNION RESCUE MISSION 545 S SAN PEDRO ST LOS ANGELES CA 90013 NONE PC HUMANITARIAN OUTREACH 16000 WATERKEEPER ALLIANCE 180 MAIDEN LANE SUITE 603 NEW YORK NY 10038 NONE PC ENVIRONMENTAL CONSERVATION 10000 WILD AFRICA FUND CAPE QUARTER 27 SOMERSET RD DE WATERKANT CAPE TOWN SF 8001 NONE PC WILDLIFE CONSERVATION 50000 WILD AID 744 MONTGOMERY STREET SAN FRANCISCO CA 94111 NONE PC WILDLIFE CONSERVATION 50000 WILDLIFE CONSERVATION NETWORK 25745 BASSETT LANE LOS ALTOS CA 94022 NONE PC WILDLIFE CONSERVATION 370000 WORKING DOGS FOR CONSERVATION POST OFFICE BOX 280 BOZEMAN MT 59771 NONE PC WILDLIFE CONSERVATION 25000 WORLD FOOD PROGRAM USA 1750 H STREET NW STE 500 WASHINGTON DC 20006 NONE PC HUMANITARIAN OUTREACH 20000 WORLD RELIEF 7 EAST BALTIMORE ST BALTIMORE MD 21202 NONE PC HUMANITARIAN OUTREACH 20000 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 NONE PC WILDLIFE CONSERVATION 72500 YELLOWSTONE TO YUKON 1350 RAILWAY AVE 200 CANMORE CANMORE CA 1P6 NONE PC ENVIRONMENTAL CONSERVATION 62500 YUGO MINISRIES PO BOX 1355 CHULA VISTA CA 91912 NONE PC HUMANITARIAN OUTREACH 10000 2823342 0 36968 1889879 531110 1553 26615 4599656 424000 -828 725 0 6553118 6553843 1 IN FISCAL YEAR 2022, THE FOUNDATION EARNED INTEREST INCOME AND 2 DIVIDEND INCOME FROM BANK AND INVESTMENT ACCOUNTS. IN ADDITION, 3 SECURITIES WERE SOLD IN THE FISCAL YEAR THAT GENERATED CAPITAL GAIN. 4 LASTLY, THE FOUNDATION EARNED RENTAL INCOME AND OTHER INCOME ON THE 5 RENTAL REAL ESTATE PROPERTY IT OWNS. 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF MICHAEL J PIUZE 32090 WATERSIDE LANE WESTLAKE VILLAGE CA 91361 13581693 X 1 PORTFOLIO INVESTMENTS 13581693 2023-11-30 ACCOUNTING 91411 0 0 INDEPENDENT AUDIT FEES 33075 0 0 PROFESSIONAL FEES 29588 29588 0 PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO APPLY $52,445 OF ITS EXCESS QUALIFYING DISTRIBUTIONS FROM THE CURRENT TAX YEAR TO THE UNDISTRIBUTED INCOME REMAINING FROM TAX YEAR 2020 LAND 2022-02-01 7932500 L 27.500000000000 0 0 BUILDING 2022-02-01 417500 12020 SL 27.500000000000 15180 15180 LANDSCAPING IMPROVEMENTS 2022-06-24 3550 59 SL 27.500000000000 129 129 BUILDING IMPROVEMENTS 2023-03-26 1759 SL 27.500000000000 45 45 BUILDING IMPROVEMENTS 2023-04-12 23946 SL 27.500000000000 544 544 BUILDING IMPROVEMENTS 2023-04-17 2492 SL 27.500000000000 57 57 BUILDING IMPROVEMENTS 2023-07-19 9164 SL 27.500000000000 125 125 BUILDING IMPROVEMENTS 2023-09-07 1675 SL 27.500000000000 13 13 LANDSCAPING IMPROVEMENTS 2023-05-01 20362 SL 27.500000000000 401 401 LANDSCAPING IMPROVEMENTS 2023-11-24 50000 SL 27.500000000000 76 76 SECURITIES 14545240 26635503 LAND 7932500 0 7932500 10279571 BUILDING 417500 27200 390300 LANDSCAPING IMPROVEMENTS 3550 188 3362 BUILDING IMPROVEMENTS 1759 45 1714 BUILDING IMPROVEMENTS 23946 544 23402 BUILDING IMPROVEMENTS 2492 57 2435 BUILDING IMPROVEMENTS 9164 125 9039 BUILDING IMPROVEMENTS 1675 13 1662 LANDSCAPING IMPROVEMENTS 20362 401 19961 LANDSCAPING IMPROVEMENTS 50000 76 49924 INVESTMENTS AT COST 56931967 75410681 2930/2990 RAMBLA PACIFICO LLC AT COST 450000 2125000 LEGAL FEES 9842 0 0 OPERATING LEASE - RIGHT-OF-USE 25988 25988 OTHER ADJUSTMENTS 11229 INVESTMENT EXPENSES 427454 427454 0 BANK CHARGES 12 0 0 COMPUTER EXPENSES 513 0 0 MISCELLANEOUS EXPENSES 2924 0 0 OFFICE SUPPLIES 2771 0 0 OFFICE EXPENSE 2179 0 0 POSTAGE AND DELIVERY 77 0 0 OPERATING LEASE EXPENSE PREMISES 115 0 0 INSURANCE 1277 0 0 INTERNET AND TELEPHONE 1388 0 0 REPAIRS AND MAINTENANCE 902 0 0 ADR FEES 30 0 0 PENALTIES 6347 0 0 BANK SERVICE CHARGES 82 82 0 COMPUTER EXPENSE 413 413 0 DUES AND SUBSCRIPTIONS 14 14 0 INSURANCE 40482 40482 0 OFFICE EXPENSE 783 783 0 REPAIRS AND MAINTENANCE 160193 160193 0 SUPPLIES AND MATERIALS 18888 18888 0 UTILITIES 40949 40949 0 CASH IN LIEU 66 66 66 IRS INTEREST INCOME 26527 26527 26527 OTHER INCOME 22 22 22 PAYROLL TAX PAYABLE 778 0 MORGAN STANLEY PAYABLE 12516733 10000000 ACCRUED INTEREST PAYABLE 60421 46233 LEASE LIABILITY - NON CURRENT 0 6665 PAYROLL PROCESSING FEES 1816 0 0 MANAGEMENT FEES 9071 9071 0 PAYROLL TAXES 6804 0 0 REGISTRY OF CHARITABLE TRUSTS FEES 975 0 0 PROPERTY TAXES 18458 0 0 FEDERAL TAX 150702 0 0 FOREIGN TAX 5776 0 0 PROPERTY TAXES 105344 105344 0 TAXES 98313 98313 0