MARVIN BUZZ OATES CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: MARVIN BUZZ OATES CHARITABLE FOUNDATION (EIN 26-1481981)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-15
IRS object ID: 201713199349102151
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
Form 990-PF
Accounting Fees Schedule
General Explanation Attachment
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-15T09:37:25-08:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Buzz Oates Construction	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	555 Capitol Mall 9th Floor	AddressLine1Txt
City	Sacramento	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95814	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	261481981	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Marvin Buzz Oates Charitable Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MARV	BusinessNameControlTxt
Phone	9163793800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	555 Capitol Mall Suite 900	AddressLine1Txt
City	Sacramento	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95814	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Larry Allbaugh	PersonNm
Person Title	VP, Sec'y, Dir	PersonTitleTxt
Signature	2017-10-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Kim Kirkish	PreparerPersonNm
PTIN	P00286383	PTIN
Phone	9163793800	PhoneNum

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$33,687,039	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$374,521	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$374,521	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$326,685	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$297,739	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$101,006	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$10,119,048	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$106,361	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$40,055	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$40,055	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$842,267	TotalRevAndExpnssAmt
Total Net Invst Incm	$818,676	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$6,507	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$3,254	LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss	$17,769	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$8,885	AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$173,991	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$173,991	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$31,448	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$7,519	TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$1,063	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$1,063	TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss	$5,180	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$4,635	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$235,958	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$199,347	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,741,900	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,741,900	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,977,858	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$199,347	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,741,900	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,135,591	ExcessRevenueOverExpensesAmt
Net Investment Income	$619,329	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$600,897	CashBOYAmt
Cash EOY	$1,220,947	CashEOYAmt
Cash EOYFMV	$1,220,947	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$3,750,936	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,540,031	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,540,031	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$14,310,585	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$12,400,015	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$12,400,015	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$9,621,623	CorporateStockBOYAmt
Corporate Stock EOY	$9,189,867	CorporateStockEOYAmt
Corporate Stock EOYFMV	$9,189,867	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,827,342	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,930,357	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,930,357	CorporateBondsEOYFMVAmt
Other Investments BOY	$3,843,513	OtherInvestmentsBOYAmt
Other Investments EOY	$5,364,406	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$5,364,406	OtherInvestmentsEOYFMVAmt
Other Assets EOY	$41,416	OtherAssetsEOYAmt
Other Assets EOYFMV	$41,416	OtherAssetsEOYFMVAmt
Total Assets BOY	$33,954,896	TotalAssetsBOYAmt
Total Assets EOY	$33,687,039	TotalAssetsEOYAmt
Total Assets EOYFMV	$33,687,039	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$8,093	AccountsPayableBOYAmt
Accounts Payable EOY	$1,280	AccountsPayableEOYAmt
Total Liabilities BOY	$8,093	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,280	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$33,946,803	UnrestrictedBOYAmt
Unrestricted EOY	$33,685,759	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$33,946,803	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$33,685,759	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$33,954,896	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$33,687,039	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$33,946,803	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,135,591	ExcessRevenueOverExpensesAmt
Other Increases	$877,647	OtherIncreasesAmt
Subtotal	$33,688,859	SubtotalAmt
Other Decreases	$3,100	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$33,685,759	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt
MERRILL LYNCH 02075 - SEE ATTACHED STMT	P	2015-12-07	2016-06-07	$256,194	$188,612	$67,582	$67,582
MERRILL LYNCH 02075 - SEE ATTACHED STMT	P	2005-01-01	2016-06-07	$549,069	$587,195	-$38,126	-$38,126
MERRILL LYNCH 2DG-02082 - SEE ATTACH	P	2016-01-16	2016-06-01	$565,000	$565,000
MERRILL LYNCH 2DG-02082 - SEE ATTACH	P	2016-01-01	2016-12-31	$3,821,150	$3,817,164	$3,986	$3,986	$14,696
MERRILL LYNCH 2DG-02082 - SEE ATTACH	P	2016-01-01	2016-01-01	$60,000	$62,155	-$2,155	-$2,155
85000 CA ST GO BAB BE 5950 -MORGAN STAN 114713	P	2011-09-28	2016-04-01	$85,000	$85,000
morgan stanley acct 115166 - SEE ATTACH	P	2016-01-01	2016-12-03	$975,704	$982,001	-$6,297	-$6,297
MORGAN STANLEY 116271 - SEE ATTACH	P	2016-01-01	2016-12-31	$2,111,134	$2,074,020	$37,114	$37,114
CHARLES SCHWAB - SEE ATTACHED STMT (ST)	P	2016-01-01	2016-12-31	$579,449	$568,833	$10,616	$10,616
CHARLES SCHWAB - SEE ATTACHED STMT (LT)	P	2016-01-01	2016-12-31	$1,116,348	$1,088,062	$28,286	$28,286
Wash Sale						$5,355

Field	Value	IRS element (for citing)
Capital Gain Net Income	$106,361	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,685,135	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$34,792,169	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.04843	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,674,914	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$31,562,065	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.05307	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$953,196	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$15,355,931	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.06207	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$954,572	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$15,313,517	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.06234	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$806,437	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$15,039,362	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.05362	DistributionYr5Rt
Total Distribution	0.279531	TotalDistributionRt
Average Distribution	0.055906	AverageDistributionRt
Net Vl Noncharitable Assets	$33,507,026	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,873,244	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$6,193	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,879,437	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,741,900	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$12,387	InvestmentIncomeExciseTaxAmt
Subtotal	$12,387	SubtotalAmt
Tax Based On Investment Income	$12,387	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$16,684	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$4,000	AppliedToEsTaxAmt
Total Payments And Credits	$20,684	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$45	EsPenaltyAmt
Overpayment	$8,252	OverpaymentAmt
Applied To ES Tax	$8,252	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	LARRY ALLBAUGH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9163793800	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	555 Capitol Mall SUITE 900	AddressLine1Txt
City	Sacramento	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95814	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Philip D Oates
555 Capitol Mall SUITE 900	Sacramento	CA	95814	Chairman	0.00	$0
Larry Allbaugh
555 Capitol Mall SUITE 900	Sacramento	CA	95814	VP, Sec'y, Dir	0.00	$0
Kathryn Fairrington
555 Capitol Mall SUITE 900	Sacramento	CA	95814	Director	0.00	$0
Michael Stodden
555 Capitol Mall SUITE 900	Sacramento	CA	95814	Treasurer & Dir	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$32,748,398	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,268,887	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$34,017,285	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$34,017,285	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$510,259	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$33,507,026	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,675,351	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,675,351	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$12,387	TaxBasedOnInvestmentIncomeAmt
Total Tax	$12,387	TotalTaxAmt
Distributable Before Adj	$1,662,964	DistributableBeforeAdjAmt
Distributable Before Ded	$1,662,964	DistributableBeforeDedAmt
Distributable As Adjusted	$1,662,964	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,741,900	ExpensesAndContributionsAmt
Qualifying Distributions	$1,741,900	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,741,900	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,662,964	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$38,457	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$194,936	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$194,795	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$109,650	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$537,838	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,741,900	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,662,964	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$78,936	RemainingDistriFromCorpusAmt
Total Corpus	$616,774	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$38,457	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$578,317	ExcessDistriCyovToNextYrAmt
Excess From Year4	$194,936	ExcessFromYear4Amt
Excess From Year3	$194,795	ExcessFromYear3Amt
Excess From Year2	$109,650	ExcessFromYear2Amt
Excess From Current Year	$78,936	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MERCY MULTIPLIED AMERICA INC
PO Box 111060	Nashville	TN	37222	Public	General Support	$21,900
Capital Christian center
9740 Micron Avenue	Sacramento	CA	95827	Public	General Support	$35,000
The Source for Youth Ministries
8863 Greenback Lane 333	Orangevale	CA	95662	Public	General Support	$2,500
UC Davis MIND Institute
2825 50th Street	Sacramento	CA	95817	PF	General Support	$5,000
Faith Medical Missions
PO Box 1626	Chickasha	OK	73023	Public	General Support	$15,000
Prakash for India
2130 Stoney Point Farms Road	Cummings	GA	30041	Public	General Support	$2,500
River Oak Center for Children
5445 Laurel Hills Drive	Sacramento	CA	95841	Public	General Support	$5,000
Destiny Christian Church
6900 Destiny Drive	Rocklin	CA	95677	Public	General Support	$782,500
Katina Brothers Ministries
200 Stillcreek Drive	Franklin	TN	37065	Public	General Support	$50,000
Westmont College
955 La Paz Road	Santa Barbara	CA	93108	Public	General Support	$45,000
AGAPE INTERNATIONAL MISSIONS
1830 VERNON STREET SUITE 9	ROSEVILLE	CA	95678	PC	GENERAL SUPPORT	$30,000
ALLIANCE FOR COMPASSION EDUCATION
9471 MICRON AVENUE	SACRAMENTO	CA	95827	PC	GENERAL SUPPORT	$80,000
CURE INTERNATIONAL
701 BOSLER AVENUE	LEMOYNE	PA	17043	PC	GENERAL SUPPORT	$55,000
MIKUNI CHARITABLE FOUNDATION
5012 LUCE AVENUE SUITE 100	MCCLELLAN	CA	95652	PF	GENERAL SUPPORT	$5,000
THE LOFT AT WESTWOOD UNITED METHODI
10497 WILSHIRE BOULEVARD	LOS ANGELES	CA	90024	PC	GENERAL SUPPORT	$5,000
JACKSON HOLE SKI SNOWBRD CLUB
100 EAST SNOW KING AVENUE	JACKSON	WY	83001	PC	GENERAL SUPPORT	$15,000
DESTINY COMMUNITY SERVICES
6900 DESTINY DRIVE	ROCKLIN	CA	95677	PC	GENERAL SUPPORT	$312,500
EXCELLENCE IN GIVING
201 EAST LAS ANIMAS STREET 101	COLORADO SPRINGS	CO	80903	PC	GENERAL SUPPORT	$15,000
REFUGE FOUNDATION
PO BOX 1857	BILLINGS	MT	59103	PF	GENERAL SUPPORT	$10,000
HOPE INTERNATIONAL
227 GRANITE RUN DRIVE SUITE 250	LANCASTER	PA	17601	PC	GENERAL SUPPORT	$10,000
ChildShare
1544 WEST GLENOAKS BOULEVARD	GLENDALE	CA	91201	PC	GENERAL SUPPORT	$30,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROAD	KANSAS CITY	MO	64129	PC	GENERAL SUPPORT	$10,000
YES YOUNG ENOUGH TO SERVE
1040 CREEK DRIVE	SCOTTS VALLEY	CA	95066	PC	GENERAL SUPPORT	$5,000
SAT-7
PO BOX 2770	EASTON	MD	21601	PC	GENERAL SUPPORT	$30,000
BLUE HEART INTERNATIONAL
9700 BUSINESS PARK DRIVE	SACRAMENTO	CA	95827	PC	GENERAL SUPPORT	$2,500
AMERICAN VALUES
PO BOX 1223	MERRIFIELD	VA	22116	PC	GENERAL SUPPORT	$1,000
CALVARY CHAPEL
1 N CALLE CESAR CHAVEZ SUITE 21	SANTA BARBARA	CA	93103	PC	GENERAL SUPPORT	$1,500
COLLEGE GOLF FELLOWSHIP
5098 FOOTHILLS BLVD SUITE 3	ROSEVILLE	CA	95747	PC	GENERAL SUPPORT	$500
DOWN TO EARTH CHRISTIAN FELLOWSHIP
15058 ZIRCON DRIVE	VICTORVILLE	CA	92394	PC	GENERAL SUPPORT	$3,000
KLOVE
PO BOX 2098	OMAHA	NE	68103	PC	GENERAL SUPPORT	$2,000
LADY LIKE FOUNDATION
4859 W SLAUSON AVE 128	LOS ANGELES	CA	90056	PF	GENERAL SUPPORT	$5,000
PACIFIC JUSTICE INSTITUTE
PO BOX 276600	SACRAMENTO	CA	95827	PC	GENERAL SUPPORT	$7,500
TREAT'EM LIKE A KING
5431 AUBURN BLVD 136	SACRAMENTO	CA	95841	PC	GENERAL SUPPORT	$2,000
BANNER COMMUNICATIONS
14260 W NEWBERRY ROAD 242	JONESVILLE	FL	32669	PC	GENERAL SUPPORT	$10,000
CASA SACRAMENTO
301 BICENTENNIAL CIRCLE SUITE 220	SACRAMENTO	CA	95826	PC	GENERAL SUPPORT	$5,000
CONEJO CHURCH
PO BOX 792	NEWBURY PARK	CA	91320	PC	GENERAL SUPPORT	$10,000
THE EUGENE MISSION
1542 WEST FIRST AVE	EUGENE	OR	97402	PC	GENERAL SUPPORT	$5,000
THE INTERNATIONAL FOUNDATION
PO BOX 23813	WASHINGTON	DC	20026	PF	GENERAL SUPPORT	$52,500
THE PLAYMAKER ORGANIZATION
2795 EAST BIDWELL ROAD 100	FOLSOM	CA	95630	PC	GENERAL SUPPORT	$7,500
POWERHOUSE MINISTRIES
311 MARKET STREET	FOLSOM	CA	95630	PC	GENERAL SUPPORT	$7,500
TOTALLY FIT LIFE MINISTRIES
1501 SECRET RAVINE PARKWAY SUITE 63	ROSEVILLE	CA	95661	PC	GENERAL SUPPORT	$5,000
VANGUARD UNIVERSITY
55 FAIR DRIVE	COSTA MESA	CA	92626	PC	GENERAL SUPPORT	$10,000
WESTERN STATES FELLOWSHIP
101 LUCAS VALLEY ROAD STE 3233	SAN RAFAEL	CA	94903	PC	GENERAL SUPPORT	$27,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,741,900	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$374,521	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$326,685	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$43,897	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$101,006	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	MONETA VENTURES FUND II,	Desc
Exclusion	1	ExclusionCd
Exclusion	-$3,842	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$842,267	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$842,267	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Accounting Fees	CategoryTxt
Amt	$17,769	Amt
Net Investment Income	$8,885	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Form And Line Reference	General Explanation Supplemental Information for Form 990-PF	FormAndLineReferenceDesc
Medium Explanation	Marvin Buzz Oates Charitable FoundationEIN 26-1481981Tax year 2016Form 990-PFPart VII-B Statements Regarding Activities for Which Form 4720 May Be RequiredQuestion 1a(3)Buzz Oates Comm Real Estate Svcs, an affiliate owned by the directors, provides office space and accounting services free of charge.	MediumExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$6,507	LegalFeesAmt
Net Investment Income	$3,254	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	MONETA VENTURES FUND II, LP	Desc
EOY Book Value	$41,416	EOYBookValueAmt
EOYFMV	$41,416	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	NON-DEDUCTIBLE CHARITABLE DEDUCTION	Desc
Amt	$3,100	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
MEALS AND ENTERTAINMENT	$438
MONETA VENTURES FUND II PORTFOLIO DED	$4,635	$4,635
NON-DEDUCTIBLE EXPENSE - MONETA VENTURES	$107

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
MONETA VENTURES FUND II,	-$3,842
Other Investment Income	$43,897

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Tax-exempt Interest Income	Desc
Amt	$339,941	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES - CHARLES SCHWAB	$26,934	$26,934	$0	$0
ADVISORY FEES - ML 2DG-02075	$2,598	$2,598	$0	$0
ADVISORY FEES - ML 2DG-02082	$180	$180	$0	$0
ADVISORY FEES - MS 115166	$21,055	$21,055	$0	$0
ADVISORY FEES - MS 116271	$59,812	$59,812	$0	$0
PROFESSIONAL FEES	$63,412	$63,412	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
Federal tax	$23,844
FOREIGN TAX - CHARLES SCHWAB	$1,825	$1,825
FOREIGN TAX - ML 02075	$25	$25
FOREIGN TAX - MS 115166	$2,389	$2,389
FOREIGN TAX - MS 116271	$3,280	$3,280
State tax	$85