2025-11-17T13:31:25-06:00 2024-12-31 261764272 MARK H WEBER CPA AN ACCOUNTANCY CORPOR 2475 TOWNSGATE ROAD SUITE 230 WESTLAKE VILLAGE CA 91361 990PF 2024-12-01 611460815 M PIUZE FOUNDATION MPIU 8185194818 5627 KANAN ROAD SUITE 436 AGOURA HILLS CA 91301 MARION PIUZE CEO 8185194818 2025-11-12 1 1 MARK WEBER P00101912 8057194400 2024 2025-03-06 01:10:19Z X 127568224 X X 3386 3386 337282 337282 95144 95144 -6992 1666997 4273050 1666997 764 4 760 2103569 2102809 7083 0 0 3808 2740 0 119 0 0 15750 0 0 17161 16619 0 41009 40760 1675 0 0 80568 42017 0 167173 102136 0 500000 500000 667173 102136 500000 1436396 2000673 324652 1340705 1340718 209964 39002275 38581998 78162879 8492948 89492 8439216 8403456 10851892 38004021 38879717 36995838 1947 1573 623 374 1947 6636 4986 4986 85777423 87211236 127568224 29558 6665 5007 10046233 10015750 10052898 10050315 X 30691250 30691250 0 0 45033275 46469671 75724525 77160921 85777423 87211236 75724525 1436396 0 77160921 0 77160921 UBS 1202 P 2024-09-18 2024-12-19 199597 197602 1995 1995 UBS 1202 P 2024-11-01 2025-02-13 149032 148150 882 882 MS 1475 P 2024-12-10 2024-12-19 250195 249925 270 270 MS 6014 P 2024-01-25 2024-12-13 7878 7811 67 67 MS 1475 P 2020-05-02 2024-12-10 1997297 826543 1170754 1170754 MS 7039 P 2020-05-02 2024-12-24 1531906 1176022 355884 355884 MORGAN STANLEY P 2020-05-02 2024-12-31 44054 44054 44054 MORGAN STANLEY P 2020-05-02 2024-12-31 93091 93091 93091 1666997 27809 0 27809 0 27809 0 0 0 0 0 X 321 28130 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 1 2023 0 2023 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 7083 0 0 NONE 0 NONE 0 0 115558363 1902645 10858825 128319833 0 0 128319833 1924797 126395036 536800 536800 27809 27809 508991 0 508991 0 508991 500000 0 500000 508991 5926081 0 0 500000 500000 0 0 0 0 0 0 0 0 0 0 5426081 508991 0 0 0 X NATIONAL WILDLIFE FEDERATION PO BOX 1583 MARRIFIELD VA 22116 NONE PC WILDLIFE CONSERVATION 500000 500000 0 3386 337282 531110 -6992 1666997 424000 760 -6232 0 2007665 2001433 1 IN SHORT TAX YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION EARNED 2 INTEREST INCOME AND DIVIDEND INCOME FROM BANK AND INVESTMENT ACCOUNTS. 3 IN ADDITION, SECURITIES WERE SOLD IN THE FISCAL YEAR THAT GENERATED 4 CAPITAL GAIN. LASTLY, THE FOUNDATION EARNED RENTAL INCOME AND OTHER 5 INCOME ON THE RENTAL REAL ESTATE PROPERTY IT OWNS. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1068 0 0 PROFESSIONAL FEES 2740 2740 0 LAND 2022-02-01 7932500 L 27.500000000000 0 0 BUILDING 2022-02-01 417500 42380 SL 27.500000000000 30364 30364 LANDSCAPING IMPROVEMENTS 2022-06-24 3550 317 SL 27.500000000000 258 258 BUILDING IMPROVEMENTS 2023-03-26 1759 109 SL 27.500000000000 128 128 BUILDING IMPROVEMENTS 2023-04-12 23946 1415 SL 27.500000000000 1742 1742 BUILDING IMPROVEMENTS 2023-04-17 2492 148 SL 27.500000000000 181 181 BUILDING IMPROVEMENTS 2023-07-19 9164 458 SL 27.500000000000 666 666 BUILDING IMPROVEMENTS 2023-09-07 1675 74 SL 27.500000000000 122 122 LANDSCAPING IMPROVEMENTS 2023-05-01 20362 1141 SL 27.500000000000 1481 1481 LANDSCAPING IMPROVEMENTS 2023-11-24 50000 1894 SL 27.500000000000 3636 3636 LANDSCAPING IMPROVEMENTS 2024-01-25 25000 796 SL 27.500000000000 1818 1818 COMPUTER 2024-02-08 1947 156 200DB 5.000000000000 249 0 LANDSCAPING IMPROVEMENTS 2024-12-26 5000 SL 27.500000000000 364 364 DISCLOSURE STATEMENT FOR UNDISTRIBUTED INCOME AND IRC 4942(H)(2) ELECTION FORM 990-PF, PAGE 9, PART XII, LINE 6E. DISCLOSURE STATEMENT FOR UNDISTRIBUTED INCOME AND IRC 4942(H)(2) ELECTIONM. PIUZE FOUNDATION ACKNOWLEDGES THAT FOR THE FISCAL YEAR ENDED NOVEMBER 30, 2024, THE AMOUNT OF UNDISTRIBUTED INCOME REQUIRED TO BE DISTRIBUTED IN 2024 WAS $5,426,081.00, AS REPORTED ON FORM 990-PF, PAGE 9, PART XII, LINE 6F. THE DEADLINE TO DISTRIBUTE THIS AMOUNT WAS DECEMBER 31, 2024. THE DEADLINE WAS ACCELERATED AS M. PIUZE FOUNDATION TRANSITIONED TO A CALENDAR YEAR ACCOUNTING PERIOD BEGINNING WITH THE 2025 TAX YEAR. AS A RESULT, THE REMAINING UNDISTRIBUTED INCOME FOR THE FISCAL YEAR ENDED NOVEMBER 30, 2024, WAS NOT DISTRIBUTED IN FULL BY DECEMBER 31, 2024. ONLY $500,000 OF THE TOTAL UNDISTRIBUTED AMOUNT OF $5,926,081.00 WAS DISTRIBUTED BY THE DUE DATE.M. PIUZE FOUNDATION IS FILING A SHORT-PERIOD RETURN FOR THE PERIOD BEGINNING DECEMBER 1, 2024, AND ENDING DECEMBER 31, 2024. FOR THIS SHORT PERIOD, M. PIUZE FOUNDATION ANSWER "NO" TO FORM 990-PF, PAGE 5, PART VI-B, QUESTION 2B FOR THIS SHORT-PERIOD RETURN AND DISCLOSE ALL PERTINENT SUPPORTING INFORMATION RELATED TO THE YEAR-END TRANSITION AND REQUIRED DISTRIBUTIONS IN ACCORDANCE WITH IRS INSTRUCTIONS.THE FOUNDATION INTENDS TO MAKE QUALIFYING DISTRIBUTIONS TOTALING $5,426,081.00 DURING THE SUBSEQUENT CALENDAR YEAR ENDING DECEMBER 31, 2025. THE FOUNDATION WILL EXECUTE A FORMAL ELECTION UNDER IRC 4942(H)(2) AND TREASURY REGULATION 53.4942(A)-3(D)(2) TO APPLY THE DISTRIBUTIONS MADE IN 2025 TOWARD SATISFYING THE UNDISTRIBUTED INCOME REQUIREMENT FROM THE FISCAL YEAR ENDED NOVEMBER 30, 2024. THE FORMAL ELECTION STATEMENT IDENTIFYING THE APPLICATION OF THESE DISTRIBUTIONS TO THE PRIOR YEAR'S UNDISTRIBUTED INCOME WILL BE ATTACHED TO THE 2025 CALENDAR YEAR FORM 990-PF RETURN FILING.M. PIUZE FOUNDATION IS DEDICATED TO FULL COMPLIANCE WITH ALL IRS REGULATIONS CONCERNING MINIMUM DISTRIBUTION REQUIREMENTS AND EXCISE TAX OBLIGATIONS. COPIES OF THIS DISCLOSURE STATEMENT AND THE RELATED ELECTION STATEMENT ARE ATTACHED TO THE SHORT-PERIOD RETURN FOR THE PERIOD ENDING DECEMBER 31, 2024, FOR ADVANCE DISCLOSURE. THEY WILL ALSO BE ATTACHED TO THE 2025 CALENDAR YEAR TAX RETURN, INFORMING THE IRS OF THE FOUNDATION'S ACTIONS TO ADDRESS THE UNDISTRIBUTED INCOME AND THE PLANNED ELECTION UNDER IRC 4942(H)(2). SECURITIES 38581998 78162879 LAND 7932500 0 7932500 10222571 BUILDING 417500 72744 344756 LANDSCAPING IMPROVEMENTS 3550 575 2975 BUILDING IMPROVEMENTS 1759 237 1522 BUILDING IMPROVEMENTS 23946 3157 20789 BUILDING IMPROVEMENTS 2492 329 2163 BUILDING IMPROVEMENTS 9164 1124 8040 BUILDING IMPROVEMENTS 1675 196 1479 LANDSCAPING IMPROVEMENTS 20362 2622 17740 LANDSCAPING IMPROVEMENTS 50000 5530 44470 LANDSCAPING IMPROVEMENTS 25000 2614 22386 LANDSCAPING IMPROVEMENTS 5000 364 4636 INVESTMENTS AT COST 38879717 36995838 COMPUTER 1947 1573 374 OPERATING LEASE - RIGHT-OF-USE 6636 4986 4986 INVESTMENT EXPENSES 37122 0 0 BANK CHARGES 175 0 0 COMPUTER EXPENSES 13 0 0 MISCELLANEOUS EXPENSES 1121 0 0 OFFICE SUPPLIES 14 0 0 OPERATING LEASE EXPENSE PREMISES 21 0 0 INTERNET AND TELEPHONE 85 0 0 BANK SERVICE CHARGES 6 6 0 REPAIRS AND MAINTENANCE 34748 34748 0 SUPPLIES AND MATERIALS 735 735 0 UTILITIES 6528 6528 0 MORGAN STANLEY PAYABLE 10000000 10000000 ACCRUED INTEREST PAYABLE 46233 15750 PAYROLL PROCESSING FEES 119 0 0 PAYROLL TAXES 542 0 0 TAXES 16619 16619 0