Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE OXFORD AREA FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 322   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OXFORD, PA19363
A Employer identification number

20-1060782
B Telephone number (see instructions)

(610) 932-4627
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,341,689J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 35,167
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 39 39  
4 Dividends and interest from securities...... 431,409 431,409  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,244,854
b Gross sales price for all assets on line 6a 9,977,297
7 Capital gain net income (from Part IV, line 2)... 1,244,854
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 154,402 151,402  
12 Total. Add lines 1 through 11........ 1,865,871 1,827,704  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 87,550 19,310   68,240
14 Other employee salaries and wages...... 11,450 573   10,878
15 Pension plans, employee benefits....... 4,514 907   3,607
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 13,825 10,369   3,456
c Other professional fees (attach schedule).... Click to see attachment 94,562 91,476   3,086
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 109,093 0   0
19 Depreciation (attach schedule) and depletion... 2,716 543  
20 Occupancy.............. 1,701 510   1,191
21 Travel, conferences, and meetings....... 8,126 1,625   6,501
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,559 512   2,047
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 336,096 125,825   99,006
25 Contributions, gifts, grants paid........ 822,267 822,267
26 Total expenses and disbursements. Add lines 24 and 25 1,158,363 125,825   921,273
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 707,508
b Net investment income (if negative, enter -0-) 1,701,879
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 300 200 200
2 Savings and temporary cash investments.......... 448,200 507,723 507,723
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 14,250,847 Click to see attachment14,761,023 14,851,894
c Investments—corporate bonds (attach schedule)........ 6,245,824 Click to see attachment6,230,753 5,819,056
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 0 Click to see attachment155,696 155,696
14 Land, buildings, and equipment: basis bullet24,998
Less: accumulated depreciation (attach schedule) bullet17,878 9,836 Click to see attachment7,120 7,120
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,955,007 21,662,515 21,341,689
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 20,955,007 21,662,515
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 20,955,007 21,662,515
31 Total liabilities and net assets/fund balances (see instructions).. 20,955,007 21,662,515
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 20,955,007
2 Enter amount from Part I, line 27a..................... 2 707,508
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 21,662,515
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 21,662,515
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 9,563,829   8,732,443 831,386
b 413,468     413,468
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       831,386
b       413,468
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,244,854
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 938,301 20,596,954 0.045555
2012 777,384 19,322,109 0.040233
2011 5,700,492 19,053,442 0.299184
2010 549,800 17,540,309 0.031345
2009 532,801 15,270,010 0.034892
2 Total of line 1, column (d) ...................... 2 0.451209
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.090242
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 21,280,721
5 Multiply line 4 by line 3....................... 5 1,920,415
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 17,019
7 Add lines 5 and 6......................... 7 1,937,434
8 Enter qualifying distributions from Part XII, line 4.............. 8 921,273
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 34,038
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 34,038
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 34,038
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 25,522
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 17,233
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,755
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 192
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,525
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet8,525 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA, DE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.OXFORDAREAFOUNDATION.COM
    14
    The books are in care ofbulletADAM SAPP TREASURER Telephone no.bullet (610) 932-4627
    Located atbullet279 GLEN ROY ROADNOTTINGHAMPA ZIP+4bullet19362
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    NANCY WARE SAPP PRESIDENT
    34.00     		37,500 0 0
    279 GLEN ROY ROAD
    NOTTINGHAM,PA19362
    DEBRA WARE KLINE VICE-PRESIDENT
    32.00     		36,925 0 0
    279 GLEN ROY ROAD
    NOTTINGHAM,PA19362
    ADAM SAPP TREASURER
    1.00     		4,550 0 0
    279 GLEN ROY ROAD
    NOTTINGHAM,PA19362
    KIMBERLY ZULEBA SECRETARY
    2.00     		4,550 0 0
    279 GLEN ROY ROAD
    NOTTINGHAM,PA19362
    BRIGHAM FARIA BOARD MEMBER
    1.00     		2,750 0 0
    279 GLEN ROY ROAD
    NOTTINGHAM,PA19362
    PHILIP SAPP JUNIOR BOARD MEMBER
    1.00     		1,275 0 0
    279 GLEN ROY ROAD
    NOTTINGHAM,PA19362
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    GLENMEDE INVESTMENT FEES 90,700
    1650 MARKET STREET SUITE 1200
    PHILADELPHIA,PA19103
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    21,223,732
    b
    Average of monthly cash balances.......................
    1b
    372,583
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,478
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,604,793
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    21,604,793
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    324,072
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,280,721
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,064,036
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,064,036
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    34,038
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    34,038
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,029,998
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    3,000
    5
    Add lines 3 and 4............................
    5
    1,032,998
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,032,998
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    921,273
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    921,273
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    921,273
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,032,998
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011....... 4,278,493
    d From 2012.......  
    e From 2013....... 15,608
    fTotal of lines 3a through e......... 4,294,101
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 921,273
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 921,273
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 111,725 111,725
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,182,376
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		4,182,376
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 4,166,768
    c Excess from 2012....  
    d Excess from 2013.... 15,608
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE OXFORD AREA FOUNDATION
    PO BOX 322
    OXFORD,PA19363
    (610) 932-4627
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT APPLICATION OUTLINE IS POST ON THE FOUNDATION'S WEBSITE. PROPOSALS SHOULD INCLUDE THE FOLLOWING: (1)GRANT APPLICATION COVER SHEET WHICH PROVIDES A BRIEF SUMMARY OF YOUR GRANT REQUEST, ANTICIPATED RESULTS AND FUNDING AMOUNT REQUESTED. (2) GRANT PROPOSAL NARRATIVE SHOULD INCLUDE (A): BACKGROUND INFORMATION - BRIEF DESCRIPTION OF AGENCY, ITS HISTORY AND MISSION STATEMENT; CURRENT PROGRAMS AND SERVICES OFFERED; AGENCY'S TARGET POPULATION, GEOGRAPHIC COMMUNITIES SERVED; AGENCY'S STRENGTHS AND ACCOMPLISHMENTS; LIST OF STAFF AND THEIR QUALIFICATIONS (B) PURPOSE OF GRANT - TYPE OF GRANT AND AMOUNT REQUEST; EXPLAIN NEED FOR FUNDING; HIGHLIGHTED GOALS AND OBJECTIVES; ANTICIPATED OUTCOMES AND MEASURMENTS, (C) FINANCIAL INFORMATION - DOLLAR AMOUNT REQUESTED AND TOTAL COST OF PROJECT; CURRENT AGENCY ANNUAL OPERATING BUDGET; DESCRIPTION OF HOW FUNDS WILL BE ADMINISTERED, AND (4) SUPPORT MATERIALS OF ORGANIZATION.
    cAny submission deadlines:
    TWO GRANTS CYCLES, SUBMIT BY 3/1 FOR 5/1 GRANT PAYMENTS OR SUBMIT BY 9/1 FOR 11/1 GRANT PAYMENTS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ONLY ONE GRANT REQUEST PER YEAR SHOULD BE SUBMITTED FOR ANY GIVEN PROJECT. WHEN APPROPRIATE, THE FOUNDATION WILL REQUEST A MEETING OR SITE VISIT TO COMPLETE THE DECISION-MAKING PROCESS FOR FUNDING. GRANT RECIPIENTS MUST ACCEPT THE TERMS OF OUR DONATION AS SPECIFIED IN OUR GRANT CONTRACT AND THEN FOLLOW THE FOUNDATION GUIDELINES FOR GRANT REPORTING.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AARON'S ACRES
    1861 CHARTER LANE SUITE 114
    LANCASTER,PA17601     		NONE PC GENERAL OPERATING SUPPORT 10,000
    ALZHEIMER'S ASSOC
    399 MARKET ST STE 102
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING SUPPORT 4,000
    AMERICAN KIDNEY FUND
    PO BOX 1837
    MERRIFIELD,VA22116     		NONE PC GENERAL OPERATING SUPPORT 2,000
    AMERICAN LEGION PA HQ
    PO BOX 2324
    HARISBURG,PA171052324     		NONE PC GENERAL OPERATING SUPPORT 1,000
    AMERICAN RED CROSS
    PO BOX 37243
    WASHINGTON,DC20013     		NONE PC TYPHOON HAQUPIT 10,000
    ASL OF GREATER PHILADELPHIA
    321 NORRISTOWN RD SUITE 260
    AMBLER,PA19002     		NONE PC PATIENT SERVICES PROGRAM 25,000
    BETHANY CHRISTIAN SCHOOL
    1137 SHADYSIDE RD
    OXFORD,PA19363     		NONE PC GENERAL OPERATING SUPPORT 10,000
    BOURNELYF SPECIAL CAMP
    1066 SOUTH NEW STREET
    WEST CHESTER,PA19382     		NONE PC GENERAL OPERATING SUPPORT 7,500
    BRANDYWINE CONSERVANCY
    PO BOX 141
    CHADDS FORD,PA19317     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CATCHING THE DREAM
    8200 MOUNTAIN RD NE SUITE 103
    ALBEQUERQUE,NM87110     		NONE PC GENERAL OPERATING SUPPORT 500
    CHESAPEAKE BAY FOUNDATION
    1426 NORTH 3RD STSUITE 220
    HARRISBURG,PA17102     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CHESTER COUNTY FOOD BANK
    1208 HORSESHOE PIKE
    DOWNINGTOWN,PA19335     		NONE PC GENERAL OPERATING SUPPORT 20,000
    CHESTER COUNTY FOOD BANK
    1208 HORSESHOE PIKE
    DOWNINGTOWN,PA19380     		NONE PC BACKPACK PROGRAM 30,000
    CHESTER COUNTY FUTURES
    704 HAYWOOD DRIVE
    EXTON,PA19341     		NONE PC ACADEMIC ENRICHMENT PROGRAM 20,000
    CHILDREN'S HOSPITAL OF PHILADELPHIA (THE)
    34TH STREET CIVIC CENTER BL
    PHILADELPHIA,PA19104     		NONE PC 5K RACE 6,000
    COATESVILLE YOUTH INITIATIVE
    50 SOUTH FIRST AVE
    COATESVILLE,PA19320     		NONE PC PROGRAMS 10,000
    COVENANT HOUSE
    PO BOX 96708
    WASHINGTON,DC200906708     		NONE PC GENERAL OPERATING SUPPORT 500
    DELAWARE VALLEY FILMMAKING FOUNDATION
    PO BOX 4850
    WILMINGTON,DE19808     		NONE PC GENERAL OPERATING SUPPORT 5,000
    DISABLED VETERANS NATIONAL FOUNDATION
    PO BOX 14301
    CINCINNATI,OH452500301     		NONE PC GENERAL OPERATING SUPPORT 5,000
    FAMILY RESOURCECOUNSELING CENTERS
    835 HOUSTON RUN RD
    GAP,PA17527     		NONE PC GENERAL OPERATING SUPPORT 10,000
    GOLDEN BEARS' CHEERLEADING SQUAD
    PO BOX 294
    OXFORD,PA19363     		NONE PC UNIFORMS 500
    GOOD NEIGHBORS
    205 E STATE ST
    KENNET SQUARE,PA19398     		NONE PC GENERAL OPERATING SUPPORT 20,000
    HANDI-CRAFTERS
    PO BOX 72646
    THORNDALE,PA19372     		NONE PC SUPPORTED EMPLOYMENT PROGRAM 10,000
    IEP RESEARCH FOUNDATION
    1955 LOCUST STREET
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING SUPPORT 250
    LA COMUNIDAD HISPANA
    731 WEST CYPRESS STREET
    KENNETT SQUARE,PA19348     		NONE PC GENERAL OPERATING SUPPORT 10,000
    LANCASTER COUNTY YOUNG MARINES
    1653 HOLTWOOD ROAD
    HOLTWOOD,PA17532     		NONE   GENERAL OPERATING SUPPORT 7,000
    LEG UP FARM
    4480 NORTH SHERMAN STREET
    MT WOLF,PA173479637     		NONE PC GENERAL OPERATING SUPPORT 10,000
    LIGHTHOUSE YOUTH CENTER
    PO BOX 38
    OXFORD,PA17363     		NONE PC BUILDING FUND 100,000
    LIGHTHOUSE YOUTH CENTER
    PO BOX 38
    OXFORD,PA17363     		NONE PC CAPITAL CAMPAIGN 40,000
    LIGHTHOUSE YOUTH CENTER
    PO BOX 38
    OXFORD,PA17363     		NONE PC GENERAL OPERATING SUPPORT 15,000
    LINCOLN UNIVERSITY
    PO BOX 179
    LINCOLN UNIVERSITY,PA19352     		NONE PC PRESIDENT'S SCHOLARSHIP FUND 5,000
    LITTLE BRITAIN PRESBYTERIAN CHURCH
    255 LITTLE BRITAIN CHURCH ROAD
    PEACH BOTTOM,PA17563     		NONE PC GLAD TIDINGS INDIA 500
    LORD'S HOUSE OF PRAYER
    133 VINE STREET
    LANCASTER,PA17602     		NONE PC LEASE/PURCHASE HOUSE 45,000
    MATERNAL AND CHILD HEALTH CONSORTIUM
    30 W BARNARD ST SUITE 1
    WEST CHESTER,PA19382     		NONE PC GENERAL OPERATING SUPPORT 10,000
    MEALS ON WHEELS
    404 WILLOWBROOK LANE
    WEST CHESTER,PA19382     		NONE PC GENERAL OPERATING SUPPORT 5,000
    MILLER-KEYSTONE BLOOD CENTER
    1465 VALLEY CENTER PARKWAY
    BETHLEHEM,PA18017     		NONE PC EQUIPMENT 3,000
    MOM'S HOUSE INC
    145 SOUTH MAIN STREET
    PHOENIXVILLE,PA19460     		NONE PC GENERAL OPERATING SUPPORT 5,000
    MONTGOMERY COUNTY EMERGENCY SERVICE INC
    50 BEACH DR
    NORRISTOWN,PA19403     		NONE PC NEW AMBULANCE PURCHASE 10,000
    NATIVE AMERICAN HERITAGE ASSOC
    830-F JOHN MARSHALL HWY
    FRONTROYAL,VA22630     		NONE PC GENERAL OPERATING SUPPORT 300
    NEIGHBORHOOD SERVICES CENTER
    35 NORTH THIRD STREET
    OXFORD,PA19363     		NONE PC GENERAL OPERATIONS 15,000
    NEIGHBORHOOD SERVICES CENTER
    35 NORTH THIRD STREET
    OXFORD,PA19363     		NONE PC CHRISTMAS ROOM 5,000
    NOTTINGHAM PRESBYTERIAN CHURCH
    497 WEST CHRISTINE ROAD
    NOTTINGHAM,PA19362     		NONE PC BUILDING FUND 5,000
    NOTTINGHAM PRESBYTERIAN CHURCH
    497 WEST CHRISTINE ROAD
    NOTTINGHAM,PA19362     		NONE PC BACK-TO-SCHOOL FAIR 3,000
    ONE IN SIX INC
    PO BOX 222033
    SANTA CLARITA,CA91322     		NONE PC GENERAL OPERATING SUPPORT 48,000
    OXFORD AREA SENIOR CENTER
    12 EAST LOCUST ST
    OXFORD,PA19363     		NONE PC GENERAL OPERATING SUPPORT 10,000
    OXFORD ARTS ALLIANCE
    38 S 3RD STREET
    OXFORD,PA19363     		NONE PC GUITARS 5,000
    OXFORD ARTS ALLIANCE
    38 S 3RD STREET
    OXFORD,PA19363     		NONE PC GENERAL OPERATING SUPPORT 20,000
    OXFORD EDUCATIONAL FOUNDATION
    PO BOX 142
    OXFORD,PA19363     		NONE PC MENTORING & TUTORING PROGRAM 10,000
    OXFORD MAINSTREET INC
    PO BOX 315 23 SOUTH THIRD STREET
    OXFORD,PA19363     		NONE PC MATCHING FUNDS 25,000
    OXFORD MAINSTREET INC
    PO BOX 315 23 SOUTH THIRD STREET
    OXFORD,PA19363     		NONE PC NOVEMBER GALA 5,000
    OXFORD PUBLIC LIBRARY
    48 SOUTH SECOND STREET
    OXFORD,PA19363     		NONE PC OPERATING COSTS 10,000
    PHOENIX MULTISPORT
    4654 NORTH BROADWAY UNIT C
    BOULDER,CO80304     		NONE PC GENERAL OPERATING SUPPORT 25,000
    PRISONER VISITATION AND SUPPORT
    1501 CHERRY ST
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SAFE HARBOR OF GREATER WEST CHESTER
    20 NORTH MATLACK STREET
    WEST CHESTER,PA19380     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SALVATION ARMY CHESTER COUNTY
    101 EAST MARKET ST BOX 689
    WEST CHESTER,PA19380     		NONE PC GENERAL OPERATING SUPPORT 2,000
    SECOND UNITED PRESBYTERIAN CHURCH
    42 S FIFTH ST
    OXFORD,PA19363     		NONE PC COMPUTER/LITERACY LAB 10,000
    SELOUS FOUNDATION
    44084 RIVERSIDE PARKWAY
    LANSDOWNE,VA20176     		NONE PC GENERAL OPERATING SUPPORT 400
    SILO
    13 N 3RD ST
    OXFORD,PA19363     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SOLANCO NEIGHBORHOOD MINISTRIES
    355 BUCK ROAD
    QUARRYVILLE,PA17566     		NONE PC APPLIANCES/FLOORING REPAIRS 6,000
    SOUTH CHESTER COUNTY EMERGENCY SERVICES
    601 WESTTOWN RAOD SUITE 12
    WEST CHESTER,PA19380     		NONE PC NEW TRUCK 15,000
    ST JUDE CHILDREN'S HOSPITAL
    PO BOX 50
    MEMPHIS,TN38101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    THE ARC OF CHESTER COUNTY
    900 LAWRENCE DRIVE
    WEST CHESTER,PA19380     		NONE PC EDUCATION ADVOCACY 5,000
    THE FRANKLIN CENTER
    50 CLAIRBORNE AVENUE
    ROCKY MOUNT,VA24151     		NONE PC GENERAL OPERATING SUPPORT 1,000
    THE GARAGE
    115 SOUTH STREET PO BOX 1158
    KENNETT SQUARE,PA19348     		NONE PC GENERAL OPERATING SUPPORT 10,000
    THE MIX AT ARBOR PLACE
    520 NORTH ST
    LANCASTER,PA17602     		NONE PC COMPUTERS 15,817
    THE POINT
    PO BOX 731
    PARKESBURG,PA19365     		NONE PC GENERAL OPERATING SUPPORT 10,000
    VALLEY FORGE EDUCATIONAL SERVICES
    PO BOX 730
    PAOLI,PA19301     		NONE PC SUPPORT VANGUARD TRANSITION CTR. 3,000
    VETERANS OF FOREIGN WARS
    PO BOX 8911
    TOPEKA,KS66608     		NONE PC GENERAL OPERATING SUPPORT 2,000
    WARE PRESBYTERIAN VILLAGE
    7 WEST LOCUST STREET
    OXFORD,PA19363     		NONE PC HOUSE BENEFACTOR SPONSORSHIP 10,000
    WARE PRESBYTERIAN VILLAGE
    7 WEST LOCUST STREET
    OXFORD,PA19363     		NONE PC DINING ROOM - PAINTING 5,000
    WHYY
    INDEPENDENCE MALL
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING SUPPORT 1,000
    WISTAR INSTITUTE
    3601 SPRUCE STREET
    PHILADELPHIA,PA191044399     		NONE PC GENERAL OPERATING SUPPORT 5,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    TOPEKA,KS666758416     		NONE PC GENERAL OPERATING SUPPORT 5,000
    YOUNG MOMS
    PO BOX 376
    KENNETT SQUARE,PA19348     		NONE PC GENERAL OPERATING SUPPORT 1,000
    YOUTH COMMUNITY FORWARDPENN STATE EXTENSION
    CCS SUITE 370 601 WESTOWN RD
    WEST CHESTER,PA19380     		NONE PC EXPANSION OF PROGRAMS 20,000
    Total .................................bullet 3a 822,267
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 39  
    4 Dividends and interest from securities....     14 431,409  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,244,854  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aALTERNATIVE INVESTMENTS       150,956  
    bMISCELLANEOUS INCOME     01 446  
    cRETURNED GRANT         3,000
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,827,704 3,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,830,704
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11C RETURNED GRANT ADDED BACK INTO DISTRIBUTION CALCULATION ON PART XI
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    THE OXFORD AREA FOUNDATION
     
    Employer identification number

    20-1060782
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    THE OXFORD AREA FOUNDATION
          		Employer identification number

    20-1060782
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    JOHN H WARE III CHARITABLE LEAD ANN  
    C/O J P MORGAN ONE LIBERTY PLACE
     
    PHILADELPHIA, PA19103

    		$30,624


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    THE OXFORD AREA FOUNDATION
          		Employer identification number

    20-1060782
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    THE OXFORD AREA FOUNDATION
          		Employer identification number

    20-1060782
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    THE OXFORD AREA FOUNDATION
    EIN: 20-1060782
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 13,825 10,369   3,456

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE OXFORD AREA FOUNDATION
    EIN: 20-1060782
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME 6,230,753 5,819,056

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE OXFORD AREA FOUNDATION
    EIN: 20-1060782
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MUTUAL FUNDS - DOMESTIC EQUITY 5,939,132 5,970,109
    MUTUAL FUNDS - INTERNATIONAL EQUITY 6,422,366 6,154,933
    INVESTMENTS - STOCKS 2,399,525 2,726,852

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE OXFORD AREA FOUNDATION
    EIN: 20-1060782
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS - ALTERNATIVE AT COST 155,696 155,696

    TY 2014 LandEtcSchedule2
    Name:
    THE OXFORD AREA FOUNDATION
    EIN: 20-1060782
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 17,252 12,050 5,202 5,202
    FURNITURE 7,746 5,828 1,918 1,918


    TY 2014 OtherExpensesSchedule
    Name:
    THE OXFORD AREA FOUNDATION
    EIN: 20-1060782
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 1,631 326   1,305
    DUES AND SUBSCRIPTIONS 928 186   742


    TY 2014 OtherIncomeSchedule2
    Name:
    THE OXFORD AREA FOUNDATION
    EIN: 20-1060782
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ALTERNATIVE INVESTMENTS 150,956 150,956 150,956
    MISCELLANEOUS INCOME 446 446 446
    RETURNED GRANT 3,000   3,000


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE OXFORD AREA FOUNDATION
    EIN: 20-1060782
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 90,700 90,700   0
    OTHER 3,862 776   3,086


    TY 2014 SubstantialContributorsSch
    Name:
    THE OXFORD AREA FOUNDATION
    EIN: 20-1060782
    Name Address
    JOHN H WARE III CLAT C/O JP MORGAN ONE LIBERTY PLACE
    PHILADELPHIA,PA19103
    JOHN H WARE IV CLAT C/O JP MORGAN ONE LIBERTY PLACE
    PHILADELPHIA,PA19103
    MARIAN S WARE CLAT C/O JP MORGAN ONE LIBERTY PLACE
    PHILADELPHIA,PA19103


    TY 2014 TaxesSchedule
    Name:
    THE OXFORD AREA FOUNDATION
    EIN: 20-1060782
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 109,093 0   0