Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 341
  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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$24,924,432J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
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) 5,793
2 Check right arrow.............
3 Interest on savings and temporary cash investments 21 21  
4 Dividends and interest from securities... 314,068 314,068  
5a Gross rents............ 8,094 8,094  
b Net rental income or (loss) 8,094
6a Net gain or (loss) from sale of assets not on line 10 -14,137
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
40,381 0 40,381
12 Total. Add lines 1 through 11........ 354,220 322,183 40,381
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 180,467 36,093 0 144,374
15 Pension plans, employee benefits....... 13,910 2,782 0 11,128
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,329 666 0 2,663
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,500 3,500 0 14,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
72,393 72,393 0 0
17 Interest............... 89,693 17,939 0 71,754
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,489 4,898 0 19,591
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
63,671 38,931 63,671
20 Occupancy.............. 63,150 12,630 0 50,520
21 Travel, conferences, and meetings....... 647 129 0 518
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
127,982 23,677 0 62,708
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 657,231 213,638 63,671 377,256
25 Contributions, gifts, grants paid....... 478,562 478,562
26 Total expenses and disbursements. Add lines 24 and 25 1,135,793 213,638 63,671 855,818
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -781,573
b Net investment income (if negative, enter -0-) 108,545
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 200 200 200
2 Savings and temporary cash investments......... 498,821 380,697 380,697
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   131,910    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 8,954,736 Click to see attachment
List of Attached Documents:
// Content
9,377,710 		9,377,710
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,404,183 Click to see attachment
List of Attached Documents:
// Content
5,789,155 		5,789,155
14 Land, buildings, and equipment: basis right arrow9,502,507
Less: accumulated depreciation (attach schedule) right arrow163,301 9,358,978 Click to see attachment
List of Attached Documents:
// Content
9,339,206 		9,339,206
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
37,464 		Click to see attachment
List of Attached Documents:
// Content
37,464
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,348,828 24,924,432 24,924,432
Liabilities 17 Accounts payable and accrued expenses.......... 940 3,120
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
1,417,851 		Click to see attachment
List of Attached Documents:
// Content
1,134,571
23 Total liabilities (add lines 17 through 22)......... 1,418,791 1,137,691
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 22,930,037 23,786,741
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 22,930,037 23,786,741
30 Total liabilities and net assets/fund balances (see instructions). 24,348,828 24,924,432
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
22,930,037
2
Enter amount from Part I, line 27a .....................
2
-781,573
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,638,277
4
Add lines 1, 2, and 3 ..........................
4
23,786,741
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
23,786,741
Form 990-PF (2023)
Form 990-PF (2023)
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 EQUITY      
b EQUITY      
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       -14,781
b       644
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       -14,781
b       644
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 -14,137
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,509
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,509
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 1,509
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,982
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,982
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,473
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,473 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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
 
No
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA, 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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrowWWW.OXFORDAREAFOUNDATION.ORG
14
The books are in care ofright arrowCHELSEA HUGHES ADMINSTRATIVE ASST Telephone no.right arrow (610) 932-4627

Located atright arrow59 SOUTH 3RD STREET SUITE 5AOXFORDPA ZIP+4right arrow19363
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
10.00 		0 0 0
279 GLEN ROY RD
NOTTINGHAM,PA19262
DEBRA WARE KLINE VICE- PRESIDENT
10.00 		0 0 0
1063 PENNSY RD
PEQUEA,PA17565
PHILIP SAPP EXEC DIRECTOR/SECRETARY
10.00 		0 0 0
100 MAGNOLIA LANE
NEW PROVIDENCE,PA17560
BRIGHAM FARIA CO-TREASURER
10.00 		0 0 0
135 BROWN RD
NOTTINGHAM,PA19362
MATTHAN SAPP CO-TREASURER
10.00 		0 0 0
279 GLEN ROY RD
NOTTINGHAM,PA19362
ADAM SAPP BOARD MEMBER
10.00 		0 0 0
279 GLEN ROY RD
NOTTINGHAM,PA19362
JARED KLINE JR BOARD MEMBER
10.00 		0 0 0
1063 PENNSY RD
PEQUEA,PA17565
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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 0
1650 MARKET STREET SUITE 1200
PHILADELPHIA,PA19103
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
14,762,892
b
Average of monthly cash balances.......................
1b
273,147
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
15,036,039
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
15,036,039
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
225,541
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,810,498
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
740,525
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
740,525
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,509
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,509
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
739,016
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
739,016
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 XII, line 1 ...
7
739,016
Part XI
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
855,818
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
855,818
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 739,016
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 706,839
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 855,818
a Applied to 2022, but not more than line 2a 706,839
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 2023 distributable amount..... 148,979
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(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 0
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		590,037
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
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CHELSEA HUGHES
PO BOX341
OXFORD,PA19363
(610) 932-4627
bThe form in which applications should be submitted and information and materials they should include:
LIST THE ORIGINAL GOALS & OBJECTIVES OF THIS GRANT. WERE THESE GOALS MET? WHAT IMPACT DID THIS GRANT HAVE ON YOUR ORGANIZATION, COMMUNITY & THE SPECIFIC POPULATION SERVED? IN WHAT WAYS DID THE ACTUAL PROJECT VARY FROM YOUR INITIAL PROJECT PLANS? IF APPLICABLE, ATTACHED SELECTED MATERIAL RELATED TO THE FUNDED PROJECT: PRESS OR NEW ITEMS, BROCHURES, LETTER OF SUPPORT, PHOTOGRAPHS, ETC. LESSONS LEARNED WHAT ARE THE MOST SIGNIFICANT RESULTS GAINED FROM THIS PROJECT, BOTH RELATIVE TO YOUR ORGANIZATION & THE AUDIENCE YOU SERVE? WHAT ARE THE MOST IMPORTANT LESSONS YOUR ORGANIZATION HAS LEARNED FROM THIS PROJECT? IF YOU WERE TO UNDERTAKE THIS PROJECT AGAIN, WHAT WOULD YOU DO DIFFERENTLY? FINANCIALS USING THE ORIGINAL BUDGET INCLUDED WITH YOUR PROPOSAL, PROVIDE AN ITEMIZED BUDGET OF ACTUAL EXPENSES & INCOME FOR THE PROJECT. PROVIDE NARRATIVE ON ANY VARIANCES OF 10% OR GREATER FROM THE ORIGINAL PROJECT BUDGET. INCLUDE A DETAILED, COMPLETE ACCOUNTING
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

CASA MATERNA

363 STAMM ROAD
MILTON,PA17847 		  PC PROGRAM OR OPERATIONAL EXPENSES 10,000

DIVINE SENT FOOD CUPBOARD

198 BARNSLEY RD
OXFORD,PA19363 		  PC PROGRAM OR OPERATIONAL EXPENSES 1,000

FAMILY PROMISE OF SCC

PO BOX 394
KENNETT SQUARE,PA19348 		  PC GENERAL OPERATIONAL EXPENSES 20,000

GOOD NEIGHBORS HOME REPAIR

224 E STREET RD SUITE 2
KENNETT SQUARE,PA19348 		  PC PROGRAM OR OPERATIONAL EXPENSES 20,000

LIGHTHOUSE YOUTH CENTER

PO BOX 38
OXFORD,PA19363 		  PC OPERARTIONAL EXPENSES $15,000 15,000

MAKE-A-WISH

5 VALLEY SQUARE SUITE 210
BLUE BELL,PA19422 		  PC PROGRAM OR OPERATIONAL EXPENSES 10,000

MEALS ON WHEELS OF CHESTER COUNTY

404 WILLOWBROOK LANE
WEST CHESTER,PA19382 		  PC PROGRAM OR OPERATIONAL EXPENSES 5,000

OXFORD NEIGHBORHOOD SERVICES CENTER

35 NORTH 3RD ST
OXFORD,PA19363 		  PC EMPLOY AN ADMINISTRATIVE ASSISTANT 38,400

OAHA

PO BOX 355
OXFORD,PA19363 		  PC INTERIM EXECUTIVE DIRECTOR'S SALARY 35,000

NEW LONDON COUNSELING CENTER

125 SGINAW ROAD
LINCOLN UNIVERSITY,PA19352 		  PC SUBSIDIZED THERAPY COST PROGRAM - $30,000 30,000

OXFORD ARTS ALLIANCE

38 S 3RD STREET
OXFORD,PA19363 		  PC GENERAL OPERATING EXPENSES 10,000

OXFORD EDUCATIONAL FOUNDATION

PO BOX 142
OXFORD,PA19363 		  PC PROGRAMS OR OPERATIONAL EXPENSES 250

SILO

PO BOX 22
OXFORD,PA19363 		  PC GENERAL OPERATING EXPENSES 40,000

OXFORD LIBRARY COMPANY

48 S SECOND ST
OXFORD,PA19363 		  PC PROGRAMS OR OPERATIONAL EXPENSES 15,700

OXFORD MAINSTREET INC

PO BOX 315
OXFORD,PA19363 		  PC GENERAL OPERATING EXPENSES 115,000

OXFORD AREA CHAMBER OF COMMERCE

59 SOUTH THIRD STREET SUITE 5
OXFORD,PA19363 		  PC SPONSORSHIP 1,925

ABORTION LIBERATION FUND OF PA

PO BOX 40748
PHILADELPHIA,PA19107 		  PC UNRESTRICTED CONTRIBUTION 2,500

STROUD WATER RESEARCH CENTER

970 SPENCER RD
AVONDALE,PA19311 		  PC UNRESTRICTED CONTRIBUTION 25,000

THE ADREW MCDONALD B FOUNDATION

101 ROCKLAND CIR
WILMINGTON,DE19803 		  PC PROGRAMS OR OPERATIONAL EXPENSES $10,000SPONSORSHIP - $5,000 15,000

1 IN 6 INC

366 JACKSON STREET SUITE 300
ST PAUL,MN55101 		  PC UNRESTRICTED CONTRIBUTION 15,000

YOUNG MOMS

708 E BALTIMORE PIKE
KENNETT SQUARE,PA19348 		  PC UNRESTRICTED CONTRIBUTION 10,000

LCH HEALTH AND COMMUNITY

14 S 3RD STREEET
OXFORD,PA19363 		  PC UNRESTRICTED CONTRIBUTION 20,000

MERCERBURG ACADEMY

100 ACADEMY DRIVE
MERCERBURG,PA17236 		  PC UNBRESTRICTED CONTRIBUTION 8,000

OAKS MINISTRY

558 WATERWAY RD
OXFORD,PA19363 		  PC UNRESTRICTED CONTRIBUTION 5,000

ROBERT FULTON FIRE CO

2271 ROBERT FULTON HWY
PEACH BOTTOM,PA17563 		  PC UNRESTRICTED CONTRIBUTION 5,000

SEAN'S HOUSE

136 W MAIN STREET
NEWARK,DE19711 		  PC UNRESTRICTED CONTRIBUTION 2,500

WARRIORS ON THE WATER LTD

212 SPRUCE RD
KIRKWOOD,PA17536 		  PC UNRESTRICTED CONTRIBUTION 500

LANCASTER PAL

39 WEST CHESTNUT STREET
LANCASTER,PA17603 		  PC UNRESTRICTED CONTRIBUTION 342

OXFORD EDUCATION FOUNDATION

55 RABBIT RUN RD
OXFORD,PA19363 		  PC UNRESTRICTED CONTRIBUTION 250

NANCY WARE SAPP

279 GLEN ROY ROAD
NOTTINGHAM,PA19362 		  PC UNRESTRICTED CONTRIBUTION 2,195
Total .................................right arrow 3a 478,562
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 21  
4 Dividends and interest from securities ....     14 314,068  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....         8,094
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 -14,137  
9 Net income or (loss) from special events:         40,381
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 299,952 48,475
13Total. Add line 12, columns (b), (d), and (e)..................
13
348,427
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3 INTERST FROM BANK ACCOUNT AND CASH EQUIVALENTS IN GLENMEDE PORTFOLIO
4 DIVIVDENDS FROM GLENMEDE PORTFOLIO
7 PARNERSHIP DISTRIBUTION FROM PRIVATE INVESTMENTS FUNDS
8 REALIZED GAINS FROM GLENMEDE PORTFOLIO
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 17,500 3,500 0 14,000

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 AmortizationSchedule
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
CAPITALIZED INTEREST 2022-06-04 27,500 3,208 60.000000000000 5,500 0 5,500 8,708
CLOSING COSTS - GLENKNOCKIE 2022-08-25 20,487 1,366 60.000000000000 4,097 0 4,097 5,463

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
BUILDING 2022-06-04 70,000 1,047 SL 39.000000000000 1,795 1,795 1,795  
LAND- OPERATING 2021-01-01 58,046   L   0 0 0  
LAND- CONSERVATORY 2020-12-31 6,543,500   L   0 0 0  
FUNRITURE & FIXTURES 2010-12-31 7,746 7,746 SL 5.000000000000 0 0 0  
JOHN DEERE 4066 TRACTOR 2021-01-08 40,219 16,088 SL 5.000000000000 8,044 8,044 8,044  
JOHN DEERE 400E LOADER 2021-01-08 29,391 11,756 SL 5.000000000000 5,878 5,878 5,878  
JOHN DEERE S4 GATOR 2021-01-08 19,600 7,840 SL 5.000000000000 3,920 3,920 3,920  
JOHN DEERE MIDZ MOWER 2021-01-08 22,560 9,024 SL 5.000000000000 4,512 4,512 4,512  
DESK 2021-09-01 2,300 307 SL 10.000000000000 230 230 230  
EX MARK ZERO TURN MOWER 2021-04-30 9,049 3,017 SL 5.000000000000 1,810 1,810 1,810  
BUSH HOG ROTARY MOWER 2021-04-19 4,695 1,565 SL 5.000000000000 939 939 939  
LEASHOLD IMPROVEMENT 2020-06-30 10,215 1,873 SL 15.000000000000 681 681 681  
APPLE COMPUTER 2021-01-28 3,949 1,514 SL 5.000000000000 790 790 790  
APPLE COMPUTER 2017-12-09 3,594 3,545 SL 5.000000000000 0 0 0  
COMPUTER 2020-12-31 4,610 2,546 SL 5.000000000000 922 922 922  
EQUIPMENT 2012-12-31 2,999 2,999 SL 5.000000000000 0 0 0  
EQUIPMENT 2008-12-31 4,560 4,560 SL 5.000000000000 0 0 0  
EQUIPMENT 2007-12-31 8,493 8,493 SL 10.000000000000 0 0 0  
TRUCK 2021-10-22 47,051 10,978 SL 5.000000000000 9,410 9,410 9,410  
BUILDING IMPROVEMENTS 2022-06-04 56,208 3,279 SL 10.000000000000 5,621 0 5,621  
GLENKOCKIE 2022-08-17 2,400,000   L   0 0 0  
FENCE 2022-03-02 8,984 749 SL 10.000000000000 898 0 898  
ROTARY CUTTER 2022-09-01 6,500 217 SL 10.000000000000 650 0 650  
ZERO TURN MOWER 2022-12-13 16,744 140 SL 10.000000000000 1,674 0 1,674  
GLENKOCKIE - ROOF 2022-08-25 10,990   SL 0 % 0 0 0  
ROOF- GLENROY 2022-06-04 23,192 347 SL 39.000000000000 595 0 595  
CATERPILLER COMPACT TRACK LOADER 2023-02-07 72,500   SL 5.000000000000 13,292 0 13,292  
TENT 2023-05-25 14,811   SL 5.000000000000 1,728 0 1,728  
ROOF- GLENKNOCKIE 2023-01-01 10,990   SL 39.000000000000 282 0 282  

TY 2023 InvestmentsCorpStockSchedule
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Name of Stock End of Year Book Value End of Year Fair Market Value
  9,377,710 9,377,710

TY 2023 InvestmentsOtherSchedule2
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
  FMV 5,789,155 5,789,155

TY 2023 LandEtcSchedule2
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING 70,000 2,842 67,158  
LAND- OPERATING 58,046 0 58,046  
LAND- CONSERVATORY 6,543,500 0 6,543,500  
FUNRITURE & FIXTURES 7,746 7,746 0  
JOHN DEERE 4066 TRACTOR 40,219 24,132 16,087  
JOHN DEERE 400E LOADER 29,391 17,634 11,757  
JOHN DEERE S4 GATOR 19,600 11,760 7,840  
JOHN DEERE MIDZ MOWER 22,560 13,536 9,024  
DESK 2,300 537 1,763  
EX MARK ZERO TURN MOWER 9,049 4,827 4,222  
BUSH HOG ROTARY MOWER 4,695 2,504 2,191  
LEASHOLD IMPROVEMENT 10,215 2,554 7,661  
APPLE COMPUTER 3,949 2,304 1,645  
APPLE COMPUTER 3,594 3,545 49  
COMPUTER 4,610 3,468 1,142  
EQUIPMENT 2,999 2,999 0  
EQUIPMENT 4,560 4,560 0  
EQUIPMENT 8,493 8,493 0  
TRUCK 47,051 20,388 26,663  
CAPITALIZED INTEREST 27,500 8,708 18,792  
BUILDING IMPROVEMENTS 56,208 8,900 47,308  
GLENKOCKIE 2,400,000 0 2,400,000  
FENCE 8,984 1,647 7,337  
ROTARY CUTTER 6,500 867 5,633  
ZERO TURN MOWER 16,744 1,814 14,930  
GLENKOCKIE - ROOF 10,990 0 10,990  
CLOSING COSTS - GLENKNOCKIE 20,487 5,463 15,024  
ROOF- GLENROY 23,192 942 22,250  
CATERPILLER COMPACT TRACK LOADER 72,500 13,292 59,208  
TENT 14,811 1,728 13,083  
ROOF- GLENKNOCKIE 10,990 282 10,708  


TY 2023 LegalFeesSchedule
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 3,329 666 0 2,663


TY 2023 OtherAssetsSchedule
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CLOSING COSTS   33,815 33,815
ACCRUED INVESTMENT INCOME   3,649 3,649


TY 2023 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
ADP 5,742 1,148 0 4,594
BANK FEES 374 75 0 299
BOD INSURANCE 23,557 4,711 0 18,846
MEALS 138 28 0 110
MEMBERSHIP DUES 715 143 0 572
OFFICE EXPENSES 7,748 1,550 0 6,198
POSTAGE 1,441 288 0 1,153
REPAIR & MAINTENANCE 44,949 8,990 0 3,959
TELEPHONE 1,972 394 0 1,578
UTILTIES 16,858 3,372 0 13,486
WEB SITE 816 163 0 653
MARKETING 2,165 433 0 1,732
BAD DEBT 11,910 2,382 0 9,528
AMORTIZATION 9,597 0   0


TY 2023 OtherIncomeSchedule2
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 40,381   40,381


TY 2023 OtherIncreasesSchedule
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Description Amount
NET UNREALIZED GAIN ON INVESTMENTS 1,638,277


TY 2023 OtherLiabilitiesSchedule
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Description Beginning of Year - Book Value End of Year - Book Value
LINE OF CREDIT 1,417,851 1,134,571


TY 2023 OtherProfessionalFeesSchedule
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISOR FEES 72,393 72,393 0 0


TY 2023 TaxesSchedule
Name:
THE OXFORD AREA FOUNDATION
EIN:
20-1060782
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 15,907 3,181 0 12,726
PROPERTY TAXES 7,818 1,564 0 6,254
BUSINESS TAX 764 153 0 611