Marvin Buzz Oates Charitable Foundation

Wilmington, DE
Tax-exempt since June 2008
EIN: 26-1481981

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.47M (2023)

Expenses

$2.01M (2023)

Total Assets

$30.5M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$1,468,739

Expenses

$2,006,917

Net Income

-$538,178

Net Assets

$30,490,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$103,222	7.0%
Dividends	$607,241	41.3%
Sales of Assets	$754,673	51.4%
Other Income	$3,603	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,772,684	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,490,252
Total Liabilities	$0
Net Assets	$30,490,252

Compensation

Key Employees and Officers	Compensation	Other
Larry Allbaugh (Sec, Treas, Vp, Dir)	$0	$0
Kathryn Fairrington (Dir, Vp)	$0	$0
Philip D Oates (Pres, Dir)	$0	$0

990-PF

Filed on Oct. 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,470,425

Expenses

$1,793,523

Net Income

-$323,098

Net Assets

$31,028,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,626	1.1%
Dividends	$978,546	66.5%
Sales of Assets	$462,455	31.5%
Other Income	$12,798	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,580,060	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,028,430
Total Liabilities	$0
Net Assets	$31,028,430

Compensation

Key Employees and Officers	Compensation	Other
Larry Allbaugh (Sec, Treas, Vp, Dir)	$0	$0
Kathryn Fairrington (Dir, Vp)	$0	$0
Philip D Oates (Pres, Dir)	$0	$0

990-PF

Filed on Nov. 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,991,382

Expenses

$1,511,240

Net Income

$480,142

Net Assets

$31,351,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,463	0.3%
Dividends	$678,611	34.1%
Sales of Assets	$1,301,161	65.3%
Other Income	$6,147	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,324,830	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,351,528
Total Liabilities	$0
Net Assets	$31,351,528

Compensation

Key Employees and Officers	Compensation	Other
Larry Allbaugh (Sec, Treas, Vp, Dir)	$0	$0
Kathryn Fairrington (Vp, Dir)	$0	$0
Philip D Oates (Pres, Dir)	$0	$0

990-PF

Filed on Oct. 20, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$1,285,655

Expenses

$1,779,492

Net Income

-$493,837

Net Assets

$30,871,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,668	1.6%
Dividends	$753,185	58.6%
Sales of Assets	$507,529	39.5%
Other Income	$4,273	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,631,875	91.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,871,386
Total Liabilities	$1
Net Assets	$30,871,385

Compensation

Key Employees and Officers	Compensation	Other
Larry Allbaugh (Sec, Treas, Vp, Dir)	$0	$0
Kathryn Fairrington (Vp, Dir)	$0	$0
Philip D Oates (Pres, Dir)	$0	$0

990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$1,966,788

Expenses

$1,843,300

Net Income

$123,488

Net Assets

$31,360,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,000	6.1%
Interest Revenue	$145,677	7.4%
Dividends	$969,930	49.3%
Sales of Assets	$732,060	37.2%
Other Income	-$879

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,679,355	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,360,223
Total Liabilities	$1
Net Assets	$31,360,222

Compensation

Key Employees and Officers	Compensation	Other
Larry Allbaugh (Sec, Treas, Vp, Dir)	$0	$0
Kathryn Fairrington (Vp, Dir)	$0	$0
Philip D Oates (Pres, Dir)	$0	$0

990-PF

Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$1,403,816

Expenses

$1,972,127

Net Income

-$568,311

Net Assets

$31,236,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,266	2.2%
Dividends	$874,866	62.3%
Sales of Assets	$493,050	35.1%
Other Income	$5,634	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,779,025	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,236,735
Total Liabilities	$0
Net Assets	$31,236,735

Compensation

Key Employees and Officers	Compensation	Other
Larry Allbaugh (Dir, Vp, Sec, Treas)	$0	$0
Kathryn Fairrington (Dir)	$0	$0
Philip D Oates (Dir, Pres)	$0	$0
Mark Percy (Dir)	$0	$0

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990-PF

Filed on Nov. 16, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$1,604,734

Expenses

$1,865,188

Net Income

-$260,454

Net Assets

$34,816,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$450,105	28.0%
Dividends	$398,983	24.9%
Sales of Assets	$577,777	36.0%
Other Income	$177,869	11.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,678,800	90.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,819,280
Total Liabilities	$2,537
Net Assets	$34,816,743

Compensation

Key Employees and Officers	Compensation	Other
Philip D Oates (Chairman)	$0	$0
Larry Allbaugh (Vp, Sec'y, Dir, Treasurer)	$0	$0
Kathryn Fairrington (Director)	$0	$0

990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$842,267

Expenses

$1,977,858

Net Income

-$1,135,591

Net Assets

$33,685,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$374,521	44.5%
Dividends	$326,685	38.8%
Sales of Assets	$101,006	12.0%
Other Income	$40,055	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,741,900	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,687,039
Total Liabilities	$1,280
Net Assets	$33,685,759

Compensation

Key Employees and Officers	Compensation	Other
Philip D Oates (Chairman)	$0	$0
Larry Allbaugh (Vp, Sec'y, Dir)	$0	$0
Kathryn Fairrington (Director)	$0	$0
Michael Stodden (Treasurer & Dir)	$0	$0

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990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$991,342

Expenses

$1,833,351

Net Income

-$842,009

Net Assets

$33,946,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$136,032	13.7%
Dividends	$330,556	33.3%
Sales of Assets	$354,572	35.8%
Other Income	$170,182	17.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,685,135	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,954,896
Total Liabilities	$8,093
Net Assets	$33,946,803

Compensation

Key Employees and Officers	Compensation	Other
Philip D Oates (Chairman)	$0	$0
Larry Allbaugh (Vp, Sec'y, Dir)	$0	$0
Kathryn Fairrington (Director)	$0	$0
Michael Stodden (Treasurer & Dir)	$0	$0

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990-PF

Filed on Aug. 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$20,594,394

Expenses

$1,763,934

Net Income

$18,830,460

Net Assets

$35,575,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,870,661	96.5%
Interest Revenue	$79,815	0.4%
Dividends	$392,760	1.9%
Sales of Assets	$251,158	1.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,674,914	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,592,785
Total Liabilities	$16,950
Net Assets	$35,575,835

Compensation

Key Employees and Officers	Compensation	Other
Philip D Oates (Chairman)	$0	$0
Larry Allbaugh (Vp, Sec'y, Dir)	$0	$0
Kathryn Fairrington (Director)	$0	$0
Michael Stodden (Treasurer & Dir)	$0	$0

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990-PF

Filed on Oct. 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$1,214,556

Expenses

$1,025,532

Net Income

$189,024

Net Assets

$16,112,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$679,675	56.0%
Interest Revenue	$75,974	6.3%
Dividends	$266,428	21.9%
Sales of Assets	$192,431	15.8%
Other Income	$48	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$957,894	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,112,989
Total Liabilities	$0
Net Assets	$16,112,989

Compensation

Key Employees and Officers	Compensation	Other
Marvin Buzz Oates (Chairman)	$0	$0
Philip D Oates (President & Dir)	$0	$0
Larry Allbaugh (Vp, Sec'y, Dir)	$0	$0
Kathryn Fairrington (Director)	$0	$0
Michael Stodden (Treasurer & Dir)	$0	$0

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990-PF

Filed on Nov. 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$355,457

Expenses

$1,012,905

Net Income

-$657,448

Net Assets

$15,031,657

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$110,157	31.0%
Dividends	$239,145	67.3%
Sales of Assets	$6,155	1.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$957,592	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,031,657
Total Liabilities	$0
Net Assets	$15,031,657

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$837,381

Expenses

$862,473

Net Income

-$25,092

Net Assets

$15,011,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,000	59.7%
Interest Revenue	$114,125	13.6%
Dividends	$160,150	19.1%
Sales of Assets	$41,780	5.0%
Other Income	$21,326	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$809,094	93.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,011,475
Total Liabilities	$0
Net Assets	$15,011,475

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Updated September 25, 2025

Marvin Buzz Oates Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.47M (2023)

Expenses $2.01M (2023)

Total Assets $30.5M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$1.47M (2023)

Expenses

$2.01M (2023)

Total Assets

$30.5M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007