2017-11-15T09:37:25-08:00 2016-12-31 Buzz Oates Construction 555 Capitol Mall 9th Floor Sacramento CA 95814 990PF 2016-01-01 261481981 Marvin Buzz Oates Charitable Foundation MARV 9163793800 555 Capitol Mall Suite 900 Sacramento CA 95814 Larry Allbaugh VP, Sec'y, Dir 2017-10-14 true Kim Kirkish P00286383 9163793800 2016 2017-02-10 21:41:12Z X 33687039 X X 374521 374521 326685 297739 101006 10119048 106361 40055 40055 842267 818676 6507 3254 17769 8885 173991 173991 31448 7519 1063 1063 5180 4635 235958 199347 0 1741900 1741900 1977858 199347 1741900 -1135591 619329 600897 1220947 1220947 3750936 3540031 3540031 14310585 12400015 12400015 9621623 9189867 9189867 1827342 1930357 1930357 3843513 5364406 5364406 41416 41416 33954896 33687039 33687039 8093 1280 8093 1280 X 33946803 33685759 33946803 33685759 33954896 33687039 33946803 -1135591 877647 33688859 3100 33685759 MERRILL LYNCH 02075 - SEE ATTACHED STMT P 2015-12-07 2016-06-07 256194 188612 67582 67582 MERRILL LYNCH 02075 - SEE ATTACHED STMT P 2005-01-01 2016-06-07 549069 587195 -38126 -38126 MERRILL LYNCH 2DG-02082 - SEE ATTACH P 2016-01-16 2016-06-01 565000 565000 MERRILL LYNCH 2DG-02082 - SEE ATTACH P 2016-01-01 2016-12-31 3821150 3817164 3986 14696 3986 MERRILL LYNCH 2DG-02082 - SEE ATTACH P 2016-01-01 2016-01-01 60000 62155 -2155 -2155 85000 CA ST GO BAB BE 5950 -MORGAN STAN 114713 P 2011-09-28 2016-04-01 85000 85000 morgan stanley acct 115166 - SEE ATTACH P 2016-01-01 2016-12-03 975704 982001 -6297 -6297 MORGAN STANLEY 116271 - SEE ATTACH P 2016-01-01 2016-12-31 2111134 2074020 37114 37114 CHARLES SCHWAB - SEE ATTACHED STMT (ST) P 2016-01-01 2016-12-31 579449 568833 10616 10616 CHARLES SCHWAB - SEE ATTACHED STMT (LT) P 2016-01-01 2016-12-31 1116348 1088062 28286 28286 Wash Sale 5355 106361 false 1685135 34792169 0.04843 1674914 31562065 0.05307 953196 15355931 0.06207 954572 15313517 0.06234 806437 15039362 0.05362 0.279531 0.055906 33507026 1873244 6193 1879437 1741900 12387 12387 12387 16684 4000 20684 X 45 8252 8252 false false false false false false false false true true CA true false false false false true N/A LARRY ALLBAUGH 9163793800 555 Capitol Mall SUITE 900 Sacramento CA 95814 false false false true false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 32748398 1268887 0 34017285 0 34017285 510259 33507026 1675351 1675351 12387 12387 1662964 1662964 1662964 1741900 1741900 1741900 1662964 38457 194936 194795 109650 537838 1741900 0 1662964 78936 616774 0 38457 578317 194936 194795 109650 78936 X MERCY MULTIPLIED AMERICA INC PO Box 111060 Nashville TN 37222 Public General Support 21900 Capital Christian center 9740 Micron Avenue Sacramento CA 95827 Public General Support 35000 The Source for Youth Ministries 8863 Greenback Lane 333 Orangevale CA 95662 Public General Support 2500 UC Davis MIND Institute 2825 50th Street Sacramento CA 95817 PF General Support 5000 Faith Medical Missions PO Box 1626 Chickasha OK 73023 Public General Support 15000 Prakash for India 2130 Stoney Point Farms Road Cummings GA 30041 Public General Support 2500 River Oak Center for Children 5445 Laurel Hills Drive Sacramento CA 95841 Public General Support 5000 Destiny Christian Church 6900 Destiny Drive Rocklin CA 95677 Public General Support 782500 Katina Brothers Ministries 200 Stillcreek Drive Franklin TN 37065 Public General Support 50000 Westmont College 955 La Paz Road Santa Barbara CA 93108 Public General Support 45000 AGAPE INTERNATIONAL MISSIONS 1830 VERNON STREET SUITE 9 ROSEVILLE CA 95678 PC GENERAL SUPPORT 30000 ALLIANCE FOR COMPASSION EDUCATION 9471 MICRON AVENUE SACRAMENTO CA 95827 PC GENERAL SUPPORT 80000 CURE INTERNATIONAL 701 BOSLER AVENUE LEMOYNE PA 17043 PC GENERAL SUPPORT 55000 MIKUNI CHARITABLE FOUNDATION 5012 LUCE AVENUE SUITE 100 MCCLELLAN CA 95652 PF GENERAL SUPPORT 5000 THE LOFT AT WESTWOOD UNITED METHODI 10497 WILSHIRE BOULEVARD LOS ANGELES CA 90024 PC GENERAL SUPPORT 5000 JACKSON HOLE SKI SNOWBRD CLUB 100 EAST SNOW KING AVENUE JACKSON WY 83001 PC GENERAL SUPPORT 15000 DESTINY COMMUNITY SERVICES 6900 DESTINY DRIVE ROCKLIN CA 95677 PC GENERAL SUPPORT 312500 EXCELLENCE IN GIVING 201 EAST LAS ANIMAS STREET 101 COLORADO SPRINGS CO 80903 PC GENERAL SUPPORT 15000 REFUGE FOUNDATION PO BOX 1857 BILLINGS MT 59103 PF GENERAL SUPPORT 10000 HOPE INTERNATIONAL 227 GRANITE RUN DRIVE SUITE 250 LANCASTER PA 17601 PC GENERAL SUPPORT 10000 ChildShare 1544 WEST GLENOAKS BOULEVARD GLENDALE CA 91201 PC GENERAL SUPPORT 30000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS ROAD KANSAS CITY MO 64129 PC GENERAL SUPPORT 10000 YES YOUNG ENOUGH TO SERVE 1040 CREEK DRIVE SCOTTS VALLEY CA 95066 PC GENERAL SUPPORT 5000 SAT-7 PO BOX 2770 EASTON MD 21601 PC GENERAL SUPPORT 30000 BLUE HEART INTERNATIONAL 9700 BUSINESS PARK DRIVE SACRAMENTO CA 95827 PC GENERAL SUPPORT 2500 AMERICAN VALUES PO BOX 1223 MERRIFIELD VA 22116 PC GENERAL SUPPORT 1000 CALVARY CHAPEL 1 N CALLE CESAR CHAVEZ SUITE 21 SANTA BARBARA CA 93103 PC GENERAL SUPPORT 1500 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 3000 KLOVE PO BOX 2098 OMAHA NE 68103 PC GENERAL SUPPORT 2000 LADY LIKE FOUNDATION 4859 W SLAUSON AVE 128 LOS ANGELES CA 90056 PF GENERAL SUPPORT 5000 PACIFIC JUSTICE INSTITUTE PO BOX 276600 SACRAMENTO CA 95827 PC GENERAL SUPPORT 7500 TREAT'EM LIKE A KING 5431 AUBURN BLVD 136 SACRAMENTO CA 95841 PC GENERAL SUPPORT 2000 BANNER COMMUNICATIONS 14260 W NEWBERRY ROAD 242 JONESVILLE FL 32669 PC GENERAL SUPPORT 10000 CASA SACRAMENTO 301 BICENTENNIAL CIRCLE SUITE 220 SACRAMENTO CA 95826 PC GENERAL SUPPORT 5000 CONEJO CHURCH PO BOX 792 NEWBURY PARK CA 91320 PC GENERAL SUPPORT 10000 THE EUGENE MISSION 1542 WEST FIRST AVE EUGENE OR 97402 PC GENERAL SUPPORT 5000 THE INTERNATIONAL FOUNDATION PO BOX 23813 WASHINGTON DC 20026 PF GENERAL SUPPORT 52500 THE PLAYMAKER ORGANIZATION 2795 EAST BIDWELL ROAD 100 FOLSOM CA 95630 PC GENERAL SUPPORT 7500 POWERHOUSE MINISTRIES 311 MARKET STREET FOLSOM CA 95630 PC GENERAL SUPPORT 7500 TOTALLY FIT LIFE MINISTRIES 1501 SECRET RAVINE PARKWAY SUITE 63 ROSEVILLE CA 95661 PC GENERAL SUPPORT 5000 VANGUARD UNIVERSITY 55 FAIR DRIVE COSTA MESA CA 92626 PC GENERAL SUPPORT 10000 WESTERN STATES FELLOWSHIP 101 LUCAS VALLEY ROAD STE 3233 SAN RAFAEL CA 94903 PC GENERAL SUPPORT 27500 1741900 14 374521 14 326685 18 43897 18 101006 MONETA VENTURES FUND II, 1 -3842 842267 842267 false false false false false false false false false false Accounting Fees 17769 8885 0 0 General Explanation Supplemental Information for Form 990-PF 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. LEGAL FEES 6507 3254 0 0 MONETA VENTURES FUND II, LP 41416 41416 NON-DEDUCTIBLE CHARITABLE DEDUCTION 3100 MEALS AND ENTERTAINMENT 438 MONETA VENTURES FUND II PORTFOLIO DED 4635 4635 NON-DEDUCTIBLE EXPENSE - MONETA VENTURES 107 MONETA VENTURES FUND II, -3842 Other Investment Income 43897 Tax-exempt Interest Income 339941 ADVISORY FEES - CHARLES SCHWAB 26934 26934 0 0 ADVISORY FEES - ML 2DG-02075 2598 2598 0 0 ADVISORY FEES - ML 2DG-02082 180 180 0 0 ADVISORY FEES - MS 115166 21055 21055 0 0 ADVISORY FEES - MS 116271 59812 59812 0 0 PROFESSIONAL FEES 63412 63412 0 0 Federal tax 23844 FOREIGN TAX - CHARLES SCHWAB 1825 1825 FOREIGN TAX - ML 02075 25 25 FOREIGN TAX - MS 115166 2389 2389 FOREIGN TAX - MS 116271 3280 3280 State tax 85