2023-11-12T16:01:43-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 261481981 Marvin Buzz Oates Charitable Foundation % Foundation Source MARV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Larry Allbaugh VICE PRESIDENT 8008391754 2023-11-07 true Larry Allbaugh 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 34371926 X 0 X 16626 16626 978546 957505 462455 21062362 469417 12798 12798 1470425 1456346 0 141244 141244 24107 507 113172 48045 65060 278523 189796 65060 1515000 1515000 1793523 189796 1580060 -323098 1266550 3013575 5146603 5146603 2466 2466 2466 2907404 4536590 4188877 21585310 17261037 20429269 2089300 2092186 2111735 380723 614332 1117760 1375216 1375216 1375216 31351528 31028430 34371926 0 0 X 31351528 31028430 31351528 31028430 31351528 31028430 31351528 -323098 31028430 31028430 Publicly-traded Securities 21062362 20612767 449595 449595 Passthrough K1 Capital Gain/(Loss) 19822 469417 17605 17605 17605 17500 0 1000 18500 X 0 895 895 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 false false false false false false false false false false 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 Dir, VP 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 92204 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 64860 29784829 3370804 1011459 34167092 0 34167092 512506 33654586 1682729 1682729 17605 17605 1665124 1665124 1665124 1580060 0 0 0 0 1580060 1665124 2020 2019 2018 1122192 1122192 1580060 1580060 0 85064 85064 1037128 0 1037128 1037128 NONE X ALTERNATIVES PREGNANCY CENTER 1111 HOWE AVE STE 610 SACRAMENTO CA 95825 N/A PC General & Unrestricted 200000 CAPITAL CHRISTIAN CENTER 9470 MICRON AVE SACRAMENTO CA 95827 N/A PC General & Unrestricted 50000 CHRISTS HOPE U S A INC PO BOX 81397 ROCHESTER MI 48308 N/A PC General & Unrestricted 10000 DESTINY COMMUNITY SERVICES 6850 FIVE STAR BLVD STE 3 ROCKLIN CA 95677 N/A PC General & Unrestricted 930000 FELLOWSHIP FOUNDATION INC PO BOX 23813 WASHINGTON DC 20026 N/A PC General & Unrestricted 25000 GOSPEL COMMUNITY CHURCH 2180 MELLOWOOD CT SPRINGFIELD OR 97477 N/A PC General & Unrestricted 5000 PROJECT RESCUE FOUNDATION 2530 N AIRPORT PLZ AVE SPRINGFIELD MO 65803 N/A PC General & Unrestricted 40000 SACRAMENTO COUNTY AG FOUNDATION PO BOX 217 WILTON CA 95693 N/A PC General & Unrestricted 5000 THE NEW HORIZONS FOUNDATION INC 731 CHAPEL HILLS DR COLORADO SPRINGS CO 80920 N/A PC General & Unrestricted 250000 1515000 14 16626 14 978546 18 462455 K-1 Inc/Loss 14 11845 CLASS ACTION LAWSUIT PROCEEDS 01 953 1470425 1470425 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 INDIVIDUALS 149500 NO 12/18/21, 4/25/23 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. MARK 4 PROJECTS 3 METEA LANE BEDFORD NH 03110 2020-04-17 1375216 PRI LOAN-SEE GEN EXP FOR PURPOSE & ADDTL DATES & DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO 12/17/21, 4/25/23 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY FORM 990-PF, PART VI-B, LINE 5D - 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 HAS SUBMITTED FULL AND COMPLETE FINANCIAL REPORTS OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT COMPLIED WITH THE TERMS OF THE INVESTMENT FOR THE FOLLOWING FISCAL YEARS: FYE: 12/31/20 DATE OF REPORT: 12/17/21 FYE: 12/31/21 DATE OF REPORT: 04/25/23 FYE: 12/31/22 DATE OF REPORT: 04/25/23 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2022. 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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