2021-11-12T08:51:45-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 261481981 Marvin Buzz Oates Charitable Foundation % Foundation Source MARV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 LARRY ALLBAUGH SECRETARY 8008391754 2021-11-03 true LARRY ALLBAUGH 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 36100663 X 0 X 20668 20668 753185 735603 507529 9182051 507529 4273 4273 1285655 1268073 0 22086 0 0 22086 120547 120547 11527 122 80832 15476 65289 234992 136145 0 87375 1544500 1544500 1779492 136145 0 1631875 -493837 1131928 7909800 2311331 2311331 49508 7070761 3324821 3449448 14525335 21431076 25997465 1635634 2172679 2458227 169185 256263 508976 1375216 1375216 31360223 30871386 36100663 0 0 X 31360223 30871386 31360223 30871386 31360223 30871386 31360223 -493837 5000 30871386 30871386 Publicly-traded Securities 9182051 8672187 509864 509864 Passthrough K1 Capital Gain/(Loss) -2335 507529 15734 15734 15734 14485 0 1590 16075 X 341 341 false false false false false false false true true CA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false true false false false false false false false true false false true false false false false Larry Allbaugh Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Treas, VP, Dir 1.0 0 0 0 Kathryn Fairrington Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, Dir 1.0 0 0 0 Philip D Oates Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 2.0 0 0 0 Morgan Stanley 400 Capitol Mall suite 1900 SACRAMENTO CA 95814 Investment Mgmt 79970 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 65000 MARK 4 PROJECTS - TO PURCHASE REAL ESTATE TO PROVIDE AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS. 1375216 1375216 28876968 3469858 517833 32864659 0 32864659 492970 32371689 1618584 1618584 15734 15734 1602850 5000 1607850 1607850 1631875 1375216 0 0 0 3007091 0 3007091 1607850 2018 2017 2016 78936 11598 70266 39256 200056 3007091 1607850 1399241 1599297 0 1599297 78936 11598 70266 39256 1399241 NONE X ALLIANCE FOR COMPASSION AND EDUCATIONAL DEVELOPMEN 9470 MICRON AVE SACRAMENTO CA 95827 N/A PC General & Unrestricted 25000 ALTERNATIVES PREGNANCY CENTER 1111 HOWE AVE SACRAMENTO CA 95825 N/A PC General & Unrestricted 25000 AMERICAN HEART ASSOCIATION 11207 BLUE HERON BLVD N ST PETERSBURG FL 33716 N/A PC General & Unrestricted 10000 BANNER COMMUNICATIONS INC 14260 W NEWBERRY RD 242 JONESVILLE FL 32669 N/A PC General & Unrestricted 15000 BIBLE STUDY FELLOWSHIP 19001 HUEBNER RD SAN ANTONIO TX 78258 N/A PC General & Unrestricted 5000 CAMPUS CRUSADE FOR CHRIST 100 LAKE HART DR STE 3500 ORLANDO FL 32832 N/A PC General & Unrestricted 5000 CAPITAL CHRISTIAN CENTER 9470 MICRON AVE SACRAMENTO CA 95827 N/A PC General & Unrestricted 75000 CITY OF REFUGE INC 1300 JOSEPH E BOONE BLVD NW ATLANTA GA 30314 N/A PC General & Unrestricted 5000 CURE INTERNATIONAL INC 17011 HICKORY ST SPRING LAKE MI 49456 N/A PC General & Unrestricted 10000 DESTINY CHRISTIAN CHURCH ASSEMBLY OF GOD 6900 DESTINY DR ROCKLIN CA 95677 N/A PC General & Unrestricted 880000 DON NAVA KINGDOM MINISTRIES INC 1501 SECRET RAVINE PKWY ROSEVILLE CA 95661 N/A PC General & Unrestricted 15000 FELLOWSHIP FOUNDATION INC PO BOX 23813 WASHINGTON DC 20026 N/A PC General & Unrestricted 7500 FELLOWSHIP OF CHRISTIAN ATHLETES 331 KINGS ROW CRESWELL OR 97426 N/A PC General & Unrestricted 5000 HOPE INTERNATIONAL 227 GRANITE RUN DR STE 250 LANCASTER PA 17601 N/A PC General & Unrestricted 10000 INTERNATIONAL CONGRESS OF CHURCHES AND MINISTERS 200 STILLCREEK DR FRANKLIN TN 37064 N/A PC General & Unrestricted 75000 LAW ENFORCEMENT CHAPLAINCY 2500 MARCONI AVE STE 110 SACRAMENTO CA 95821 N/A PC General & Unrestricted 2000 MARK 4 PROJECTS 3 METEA LN BEDFORD NH 03110 N/A NC Expenditure Responsibility Grant 149500 MERCY MULTIPLIED AMERICA INC 15328 OLD HICKORY BLVD NASHVILLE TN 37211 N/A PC General & Unrestricted 57000 PIONEERS 10123 WILLIAM CAREY DR ORLANDO FL 32832 N/A PC General & Unrestricted 5000 POWERHOUSE MINISTRIES INC 311 MARKET ST FOLSOM CA 95630 N/A PC General & Unrestricted 3500 PROJECT CHURCH 1200 2ND ST SACRAMENTO CA 95814 N/A PC General & Unrestricted 10000 SACRAMENTO COUNTY AG FOUNDATION 1600 EXPOSITION BLVD SACRAMENTO CA 95815 N/A PC General & Unrestricted 5000 SAT-7 EDUCATION & DEVELOPMENT INC PO BOX 2770 EASTON MD 21601 N/A PC General & Unrestricted 25000 SERVANT FOUNDATION 7171 W 95TH ST STE 501 OVERLAND PARK KS 66212 N/A PC Foundations of Freedom Fund 10000 STRATEGIC RENEWAL INTERNATIONAL 2738 RED BIRD TRL CASTLE ROCK CO 80108 N/A PC General & Unrestricted 5000 THE PLAYMAKERS ORGANIZATION 2795 E BIDWELL ST STE 100 FOLSOM CA 95630 N/A PC General & Unrestricted 7500 TURNING POINT USA INC 4940 E BEVERLY RD PHOENIX AZ 85044 N/A PC General & Unrestricted 10000 VISION AMERICA MOBILIZED INC 1540 KELLER PKWY STE 108 PMB 323 KELLER TX 76248 N/A PC General & Unrestricted 60000 WESTERN STATES FELLOWSHIP 6106 OCEAN VIEW DR OAKLAND CA 94618 N/A PC General & Unrestricted 7500 WILLIAM JESSUP UNIVERSITY 2121 UNIVERSITY AVE ROCKLIN CA 95765 N/A PC General & Unrestricted 20000 1544500 14 20668 14 753185 18 507529 K-1 Inc/Loss 14 4273 1285655 1285655 false false false false false false false false false false Mark 4 Projects 3 Metea Lane Bedford NH 03110 2020-02-26 149500 TO PURCHASE REAL ESTATE TO PROVIDE AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUAL NO excepted in 2021 none necessary MARK 4 PROJECTS 3 Metea Lane Bedford NH 03110 2020-04-17 1375216 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO expected in 2021 NONE NECESSARY FORM 990-PF, PART VII-B, LINE 5C - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VII-B, LINE 5C - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: MARK 4 PROJECTS DATE OF PRI: 04/17/2020 PURPOSE OF PRI: TO PURCHASE REAL ESTATE TO PROVIDE AFFORDABLE HOUSING FOR LOW-INCOME INDIVIDUALS. REPORTS OF AMOUNTS EXPENDED: MARK 4 PROJECTS IS EXPECTED TO SUBMIT A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT COMPLIED WITH THE TERMS OF THE INVESTMENT IN 2021. THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2020. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. 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