MARVIN BUZZ OATES CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARVIN BUZZ OATES CHARITABLE FOUNDATION (EIN 26-1481981)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-06
- IRS object ID
- 201443109349100009
- Schema version
- 2013v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-06T07:58:09-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Buzz Oates Construction | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8615 Elder Creek Road 100 | AddressLine1 |
| City | Sacramento | City |
| State | CA | State |
| ZIP Code | 95828 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 8615 Elder Creek Road | AddressLine1 |
| City | Sacramento | City |
| State | CA | State |
| ZIP Code | 95828 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Stodden | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2014-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Stodden | PreparerPersonNm |
| PTIN | P01587228 | PTIN |
| Phone | 9163813600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,112,989 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $679,675 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $75,974 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $75,974 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $266,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,428 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,755,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,431 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,214,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $534,833 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,868 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,934 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,934 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,602 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,602 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $477 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,032 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,394 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $952,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $952,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,025,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $957,894 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $189,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $469,820 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $151,101 | CashBOYAmt |
| Cash EOY | $91,963 | CashEOYAmt |
| Cash EOYFMV | $91,963 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,014,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,336,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,336,631 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $259,376 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $202,766 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $202,766 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,913,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,911,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,911,730 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,807,327 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,008,348 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,008,348 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,885,841 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,561,551 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,561,551 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,031,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,112,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,112,989 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,031,657 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,112,989 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,031,657 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,112,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,031,657 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,112,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,031,657 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $189,024 | ExcessRevenueOverExpensesAmt |
| Other Increases | $892,308 | OtherIncreasesAmt |
| Subtotal | $16,112,989 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,112,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,431 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,125 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $954,572 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,313,517 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06234 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $806,437 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,039,362 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05362 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $798,670 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,088,847 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05293 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $769,217 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,522,241 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10226 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $246,182 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,886,156 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03575 | DistributionYr5Rt |
| Total Distribution | 0.30690 | TotalDistributionRt |
| Average Distribution | 0.06138 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,355,931 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $942,532 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,698 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $947,230 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $957,894 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,698 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,698 | SubtotalAmt |
| Tax Based On Investment Income | $4,698 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,265 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,265 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $2,441 | TaxDueAmt |
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 | Yes (true) | 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 | Mike Stodden | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9163793800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8615 Elder Creek Road | AddressLine1 |
| City | Sacramento | City |
| State | CA | State |
| ZIP Code | 95828 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Marvin Buzz Oates | ||||||
| 8615 Elder Creek Road | Sacramento | CA | 95828 | Chairman | 0.00 | $0 |
| Philip D Oates | ||||||
| 8615 Elder Creek Road | Sacramento | CA | 95828 | President & Dir | 0.00 | $0 |
| Larry Allbaugh | ||||||
| 8615 Elder Creek Road | Sacramento | CA | 95828 | VP, Sec'y, Dir | 0.00 | $0 |
| Kathryn Fairrington | ||||||
| 8615 Elder Creek Road | Sacramento | CA | 95828 | Director | 0.00 | $0 |
| Michael Stodden | ||||||
| 8615 Elder Creek Road | Sacramento | CA | 95828 | 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 | $15,448,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,589,778 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,589,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,355,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $767,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $767,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,698 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,698 | TotalTaxAmt |
| Distributable Before Adj | $763,099 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $763,099 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $763,099 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $957,894 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $957,894 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,698 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $953,196 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $763,099 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $300,802 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,046 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,457 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $194,936 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $582,241 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $957,894 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $763,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $194,795 | RemainingDistriFromCorpusAmt |
| Total Corpus | $777,036 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $777,036 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $300,802 | ExcessFromYear4Amt |
| Excess From Year3 | $48,046 | ExcessFromYear3Amt |
| Excess From Year2 | $38,457 | ExcessFromYear2Amt |
| Excess From Year1 | $194,936 | ExcessFromYear1Amt |
| Excess From Current Year | $194,795 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Marvin Buzz Oates | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Mercy Ministries | ||||||
| PO Box 111060 | Nashville | TN | 37222 | Public | General Support | $5,000 |
| Capital Christian School | ||||||
| 9740 Micron Avenue | Sacramento | CA | 95827 | Public | General Support | $10,000 |
| The Source for Youth Ministries | ||||||
| 8863 Greenback Lane 333 | Orangevale | CA | 95662 | Public | General Support | $5,000 |
| Strategic Renewal International | ||||||
| PO Box 365 | Forest | VA | 24551 | Public | General Support | $30,000 |
| Excel Student Leadership Foundation | ||||||
| 2701 Del Paso Road Suite 130-398 | Sacramento | CA | 95835 | Public | General Support | $25,000 |
| Faith Medical Missions | ||||||
| PO Box 1626 | Chickasha | OK | 73023 | Public | General Support | $10,000 |
| Prakash for India | ||||||
| 2130 Stoney Point Farms Road | Cummings | GA | 30041 | Public | General Support | $5,000 |
| Spirit of Martyrdom | ||||||
| PO Box 101 | Clarkdale | AZ | 86324 | Public | General Support | $5,000 |
| River Oak Center for Children | ||||||
| 5445 Laurel Hills Drive | Sacramento | CA | 95841 | Public | General Support | $5,000 |
| Youth for Christ | ||||||
| PO Box 277728 | Sacramento | CA | 95827 | Public | General Support | $5,000 |
| Africa Inland Mission | ||||||
| PO Box 178 | Pearl River | NY | 10965 | Public | General Support | $5,000 |
| Destiny Christian Church | ||||||
| 6900 Destiny Drive | Rocklin | CA | 95677 | Public | General Support | $575,000 |
| St Johns Shelter Program | ||||||
| 2443 Fair Oaks Blvd 369 | Sacramento | CA | 95825 | Public | General Support | $5,000 |
| William Jessup University | ||||||
| 333 Sunset Blvd | Rocklin | CA | 95765 | Public | General Support | $30,000 |
| Boys Girls Club of Greater Sacramen | ||||||
| 5212 Lemon Hill Ave | Sacramento | CA | 95824 | Public | General Support | $10,000 |
| Chrysalis | ||||||
| PO Box 7494 | Boise | ID | 83707 | Public | General Support | $2,500 |
| Fifty 5 Five Inc | ||||||
| 13389 Folsom Boulevard 300-141 | Folsom | CA | 95630 | Public | General Support | $20,000 |
| Katina Brothers Ministries | ||||||
| 200 Stillcreek Drive | Franklin | TN | 37065 | Public | General Support | $75,000 |
| Make A Wish | ||||||
| 2800 Club Center Drive | Sacramento | CA | 95835 | Public | General Support | $5,000 |
| Placer Breast Cancer Endowment | ||||||
| PO Box 564 | Roseville | CA | 95678 | Public | General Support | $10,000 |
| Sacramento Sheriff's Activity Leagu | ||||||
| 7000 65th Street | Sacramento | CA | 95823 | Public | General Support | $2,500 |
| Sacramento Valley Region Care Coali | ||||||
| 9471 Micron Avenue | Sacramento | CA | 95827 | Public | General Support | $50,000 |
| Sophia's Heart | ||||||
| 2479 Murfreesboro Rd | Nashville | TN | 37217 | Public | General Support | $10,000 |
| St James School | ||||||
| 1215 B Street | Davis | CA | 95616 | Public | General Support | $12,500 |
| Sun River Church | ||||||
| 11223 Trinity River Drive | Rancho Cordova | CA | 95670 | Public | General Support | $5,000 |
| Westmont College | ||||||
| 955 La Paz Road | Santa Barbara | CA | 93108 | Public | General Support | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $952,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,974 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,428 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $192,431 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $534,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $534,881 | 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 | $7,868 | Amt |
| Net Investment Income | $3,934 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,934 | 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 2013Form 990-PFPart VII-B Statements Regarding Activities for Which Form 4720 May Be RequiredQuestion 1a(3)Marvin L. Oates, a more than 2% contributor and disqualified person, provided office space and accounting services free of charge. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $3,008,348 | EOYBookValueAmt |
| EOYFMV | $3,008,348 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $5,911,730 | EOYBookValueAmt |
| EOYFMV | $5,911,730 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $202,766 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $202,766 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Church Extension Plan | FMV | $2,518,963 | $2,518,963 |
| Mutual Funds | FMV | $2,042,588 | $2,042,588 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dues & Subscriptions | Desc |
| Revenue And Expenses Per Books | $1,450 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,450 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $48 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized Gains on Investments | Description |
| Amount | $892,308 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fees | CategoryTxt |
| Amt | $60,602 | Amt |
| Net Investment Income | $60,602 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marvin L Oates | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8615 Elder Creek Road | AddressLine1 |
| City | Sacramento | City |
| State | CA | State |
| ZIP Code | 95828 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal tax | $2,625 | ||
| Foreign taxes | $477 | $477 | |
| State tax | $10 | $10 |