MARVIN BUZZ OATES CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARVIN BUZZ OATES CHARITABLE FOUNDATION (EIN 26-1481981)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-04
- IRS object ID
- 201602179349100215
- Schema version
- 2015v2.0
- 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 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 | 2016-08-04T10:39:15-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 Ninth Floor | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Stodden | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2016-08-02 | 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 | 9163793800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,954,896 | 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 | $136,032 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $136,032 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $330,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $330,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $354,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,796,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $354,572 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $170,182 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $160,802 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $991,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $981,962 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $521 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $261 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,582 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,582 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $114,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $114,643 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,326 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,135 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $149,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $147,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,684,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,684,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,833,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $147,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,685,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$842,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $834,125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $299,221 | CashBOYAmt |
| Cash EOY | $600,897 | CashEOYAmt |
| Cash EOYFMV | $600,897 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,095,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,750,936 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,750,936 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $15,855,036 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,310,585 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,310,585 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,866,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,621,623 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,621,623 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,584,999 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,827,342 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,827,342 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,891,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,843,513 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,843,513 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,592,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,954,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,954,896 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,450 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,093 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,500 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $16,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,093 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $35,575,835 | UnrestrictedBOYAmt |
| Unrestricted EOY | $33,946,803 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,575,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,946,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,592,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,954,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,575,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$842,009 | ExcessRevenueOverExpensesAmt |
| Other Increases | $576,519 | OtherIncreasesAmt |
| Subtotal | $35,310,345 | SubtotalAmt |
| Other Decreases | $1,363,542 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,946,803 | 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 |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 2DG-02082 - SEE ATTACH | P | 2014-11-03 | 2015-10-01 | $25,000 | $25,000 | ||
| MERRILL LYNCH 2DG-02082 (LT) -ATTACHED | P | 2015-01-01 | 2015-12-31 | $6,255,625 | $6,248,443 | $7,182 | $7,182 |
| MERRILL LYNCH 2DG-02075 - SEE ATTACH | P | 2014-06-17 | 2015-01-02 | $50,000 | $50,819 | -$819 | -$819 |
| MERRILL LYNCH 2DG-02075 - SEE ATTACH | P | 2012-04-13 | 2015-02-02 | $100,000 | $99,761 | $239 | $239 |
| morgan stanley acct 116271 (ST) - ATTACH | P | 2015-01-01 | 2015-12-31 | $553,663 | $579,634 | -$25,971 | -$25,971 |
| morgan stanley acct 116271 (LT) - ATTACH | P | 2015-01-01 | 2015-12-31 | $260,214 | $264,976 | -$4,762 | -$4,762 |
| CHARLES SCHWAB - SEE ATTACHED STMT (ST) | P | 2015-01-01 | 2015-12-31 | $1,036,463 | $966,971 | $69,492 | $69,492 |
| CHARLES SCHWAB - SEE ATTACHED STMT (LT) | P | 2015-01-01 | 2015-12-31 | $183,401 | $194,899 | -$11,498 | -$11,498 |
| morgan stanley acct 115166 (ST) - ATTACH | P | 2015-01-01 | 2015-12-31 | $727,294 | $699,013 | $28,281 | $28,281 |
| morgan stanley acct 115166 (LT) - ATTACH | P | 2015-01-01 | 2015-12-31 | $1,174,974 | $864,335 | $310,639 | $310,639 |
| morgan stanley acct 114713 (LT) - ATTACH | P | 2015-01-01 | 2015-12-31 | $1,429,898 | $1,448,109 | -$18,211 | -$18,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $354,572 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $354,333 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,674,914 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,562,065 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05307 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $953,196 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,355,931 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06207 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $954,572 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,313,517 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06234 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $806,437 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,039,362 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05362 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $798,670 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,088,847 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05293 | DistributionYr5Rt |
| Total Distribution | 0.284028 | TotalDistributionRt |
| Average Distribution | 0.056806 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,792,169 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,976,404 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,341 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,984,745 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,685,135 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,683 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,683 | SubtotalAmt |
| Tax Based On Investment Income | $16,683 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,750 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,250 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $114 | EsPenaltyAmt |
| Tax Due | $3,547 | 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 | 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 | Mike Stodden | 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 Ninth Floor | 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 Ninth Floor | Sacramento | CA | 95814 | Chairman | 0.00 | $0 |
| Larry Allbaugh | ||||||
| 555 Capitol Mall Ninth Floor | Sacramento | CA | 95814 | VP, Sec'y, Dir | 0.00 | $0 |
| Kathryn Fairrington | ||||||
| 555 Capitol Mall Ninth Floor | Sacramento | CA | 95814 | Director | 0.00 | $0 |
| Michael Stodden | ||||||
| 555 Capitol Mall Ninth Floor | 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 | $33,932,836 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,389,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,321,999 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $35,321,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $529,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,792,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,739,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,739,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,683 | TotalTaxAmt |
| Distributable Before Adj | $1,722,925 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,722,925 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,722,925 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,685,135 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,685,135 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,685,135 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,722,925 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $48,046 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,457 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $194,936 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $194,795 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,650 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $585,884 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,685,135 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,685,135 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $37,790 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $37,790 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $548,094 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,256 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $537,838 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,457 | ExcessFromYear4Amt |
| Excess From Year3 | $194,936 | ExcessFromYear3Amt |
| Excess From Year2 | $194,795 | ExcessFromYear2Amt |
| Excess From Year1 | $109,650 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 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 | $50,000 |
| Jenna Patrick's Foundation of Hope | ||||||
| One Capital Mall Suite 670 | Sacramento | CA | 95814 | Public | General Support | $10,000 |
| Compassion International | ||||||
| 12290 Voyager Parkway | Colorado Springs | CO | 80921 | Public | General Support | $2,000 |
| Capital Christian center | ||||||
| 9740 Micron Avenue | Sacramento | CA | 95827 | Public | General Support | $25,000 |
| The Source for Youth Ministries | ||||||
| 8863 Greenback Lane 333 | Orangevale | CA | 95662 | Public | General Support | $7,500 |
| Faith Medical Missions | ||||||
| PO Box 1626 | Chickasha | OK | 73023 | Public | General Support | $16,000 |
| Prakash for India | ||||||
| 2130 Stoney Point Farms Road | Cummings | GA | 30041 | Public | General Support | $2,500 |
| Spirit of Martyrdom | ||||||
| PO Box 101 | Clarkdale | AZ | 86324 | Public | General Support | $2,500 |
| River Oak Center for Children | ||||||
| 5445 Laurel Hills Drive | Sacramento | CA | 95841 | Public | General Support | $2,500 |
| 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 | $850,000 |
| William Jessup University | ||||||
| 333 Sunset Blvd | Rocklin | CA | 95765 | Public | General Support | $25,000 |
| Katina Brothers Ministries | ||||||
| 200 Stillcreek Drive | Franklin | TN | 37065 | Public | General Support | $75,000 |
| Westmont College | ||||||
| 955 La Paz Road | Santa Barbara | CA | 93108 | Public | General Support | $35,000 |
| AGAPE INTERNATIONAL MISSIONS | ||||||
| 1830 VERNON STREET SUITE 9 | ROSEVILLE | CA | 95678 | PC | GENERAL SUPPORT | $12,000 |
| ALLIANCE FOR COMPASSION EDUCATION | ||||||
| 9471 MICRON AVENUE | SACRAMENTO | CA | 95827 | PC | GENERAL SUPPORT | $75,000 |
| COLLEGE TRACK | ||||||
| 111 BROADWAY | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $100,000 |
| CURE INTERNATIONAL | ||||||
| 701 BOSLER AVENUE | LEMOYNE | PA | 17043 | PC | GENERAL SUPPORT | $80,000 |
| EMPLOWERING LIVES INTERNATIONAL | ||||||
| PO BOX 67 | UPLAND | CA | 91786 | PC | GENERAL SUPPORT | $5,000 |
| MIKUNI CHARITABLE FOUNDATION | ||||||
| 5012 LUCE AVENUE SUITE 100 | MCCLELLAN | CA | 95652 | PC | GENERAL SUPPORT | $5,000 |
| Sacramento Kings | ||||||
| ONE SPORTS PARKWAY | SACRAMENTO | CA | 95834 | PC | GENERAL SUPPORT | $20,000 |
| THE LOFT AT WESTWOOD UNITED METHODI | ||||||
| 10497 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | PC | GENERAL SUPPORT | $2,500 |
| JACKSON HOLE SKI SNOWBRD CLUB-void | ||||||
| 100 EAST SNOW KING AVENUE | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | -$5,000 |
| DESTINY COMMUNITY SERVICES | ||||||
| 6900 DESTINY DRIVE | ROCKLIN | CA | 95677 | PC | GENERAL SUPPORT | $170,000 |
| ALTERNATIVES PREGNANCY CENTER | ||||||
| 1111 HOWE AVE 610 | SACRAMENTO | CA | 95825 | PC | GENERAL SUPPORT | $5,000 |
| BAYSIDE CITRUS HEIGHTS | ||||||
| 6540 SYLVAN RD | CITRUS HEIGHTS | CA | 95610 | PC | GENERAL SUPPORT | $5,000 |
| EXCELLENCE IN GIVING | ||||||
| 201 EAST LAS ANIMAS STREET 101 | COLORADO SPRINGS | CO | 80903 | PC | GENERAL SUPPORT | $5,000 |
| FOLSOM PRISON MINISTRIESSUN RIVER C | ||||||
| 11223 TRINITY RIVER DRIVE | RANCHO CORDOVA | CA | 95670 | PC | GENERAL SUPPORT | $2,500 |
| REFUGE FOUNDATION | ||||||
| PO BOX 1857 | BILLINGS | MT | 59103 | PC | GENERAL SUPPORT | $10,000 |
| HOPE INTERNATIONAL | ||||||
| 227 GRANITE RUN DRIVE SUITE 250 | LANCASTER | PA | 17601 | PC | GENERAL SUPPORT | $5,000 |
| THE NAVIGATORS | ||||||
| PO BOX 6079 | ALBERT LEA | MN | 56007 | PC | GENERAL SUPPORT | $2,500 |
| ChildShare | ||||||
| 1544 WEST GLENOAKS BOULEVARD | GLENDALE | CA | 91201 | PC | GENERAL SUPPORT | $45,000 |
| RESCUE FREEDOM INTERNATIONAL | ||||||
| PO BOX 77 | KIRKLAND | WA | 98083 | PC | GENERAL SUPPORT | $25,000 |
| FIRST FREE CHURCH | ||||||
| 123 MASON STREET | ONALASKA | WI | 54650 | PC | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,684,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,032 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $330,556 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $170,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $354,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $991,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $991,342 | 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 | $9,582 | Amt |
| Net Investment Income | $9,582 | 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 2014Form 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 | $521 | LegalFeesAmt |
| Net Investment Income | $261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,363,542 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Dues & Subscriptions | $1,135 | $1,135 | |
| PENALTY | $119 | ||
| POSTAGE | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $170,182 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $160,802 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax-exempt Interest Income | Desc |
| Amt | $576,519 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES - CHARLES SCHWAB | $20,294 | $20,294 | $0 | $0 |
| ADVISORY FEES - ML 2DG-02075 | $2,129 | $2,129 | $0 | $0 |
| ADVISORY FEES - MORGAN STANLEY | $92,040 | $92,040 | $0 | $0 |
| fee | $180 | $180 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal tax | $17,789 | $17,789 |
| FOREIGN TAX | $5,302 | $5,302 |
| State tax | $235 | $235 |