Oxford Fund Inc in Daniel Island, South Carolina (SC)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in South Carolina
Oxford Fund Inc | |
Employer Identification Number (EIN) | 046048472 |
Name of Organization | Oxford Fund Inc |
Address | 107 Balfour Dr, Daniel Island, SC 29492-8042 |
Activities | Community Chest, United Way, etc., School, college, trade school, etc., Other health services |
Subsection | Charitable Organization |
Ruling Date | 10/1955 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $500,000 to $999,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $987,674 |
Amount of Income | $66,628 |
Form 990 Revenue Amount | $71,133 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
Analysis of Revenue and Expenses (for 2012) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $45,828 | $68,068 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $7 | |||
Dividends and interest from securities | $70,458 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $72,284 | $1,716 | $0 | $68,550 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $5,284 | $1,716 | $1,550 | |
Contributions, gifts, grants paid | $67,000 | |||
Excess of revenue over expenses and disbursements | $-26,456 | |||
Net investment income | $66,352 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,001,280 | $1,310,939 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $778,873 | |
Investments-corporate bonds | $50,000 | |
Investments-mortgage loans | $0 | |
Investments-other | $93,350 | |
Other | $79,057 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,001,280 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-24,637 |
Excise Tax Based on Investment Income (for 2012) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $1,327 |
Total credits and payments | $1,400 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,400 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $0 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $73 |
Amount to be credited to 2013 estimated tax | $73 |
Statements Regarding Activities (for 2012) | |
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
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 2012 or the taxable year beginning in 2012? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
During the year did the foundation (either directly or indirectly): | |
Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
Agree to pay money or property to a government official? | No |
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
During the year did the foundation pay or incur any amount to: | |
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
Provide a grant to an individual for travel, study, or other similar purposes? | No |
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
Minimum Investment Return (for 2012) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,345,867 |
Net value of noncharitable-use assets | $1,325,680 |
Minimum investment return | $66,284 |
Distributable Amount (for 2012) | |
Distributable amount | $64,957 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $64,957 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
Private Operating Foundations (for 2012) | |||||
2012 | 2011 | 2010 | 2009 | Total | |
---|---|---|---|---|---|
The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
Value of all assets | $0 | $0 | $0 | $0 | $0 |
Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
Gross investment income | $0 | $0 | $0 | $0 | $0 |
Write your review! |
|
Recently Added Reviews |
Vietnam Veterans Of America Inc in Columbia, SC |
Daughters Of The Nile, Arabi Temple No141 in Lexington, SC
|
Kappa Alpha Psi Fraternity, Moncks Corner Alumni Chapter in Moncks Corner, SC |
All About Change Inc in Greenville, SC
|
Museum Of Western York County in Sharon, SC |
Project Josiah Restoration Ministry in Columbia, SC
|
Pk Outreach Inc in Inman, SC
|
Sacred Literature Ministries Inc, Teachers' Swap Shop in Taylors, SC |
Amvets, 0070 Amvets in Port Royal, SC
|
American Youth Football Inc, Rock Hill Cowboys in Rock Hill, SC |
Other organizations in South Carolina | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Orangeburg Housing Inc | 2785 Magnolia St, Orangeburg, SC 29115-2502 | SC | 1984-10 | $265,983 |
2 | Orangeburg Neighborhood Community Development Corporation | 617 S Lafayette Dr, Sumter, SC 29150-6617 | SC | 1998-05 | $55,928 |
3 | Orchard House Club Inc | PO BOX 1546, Greenwood, SC 29648-1546 | SC | 2004-09 | $151,957 |
4 | Order Of The Eastern Star Of South Carolina Grand Chapter, Reidville Chapter No 46 | 899 Brockman Road, Greer, SC 29651 | SC | 1971-03 | $343,786 |
5 | Saluda # 8 Oes | 200 Ramage Street, Saluda, SC 29138 | SC | 1972-10 | $0 |
6 | Orders Foundation | PO BOX 8127, Greenville, SC 29604-8127 | SC | 1963-05 | $1 |
7 | Olson Family Foundation | 176 Bereau Dr, Mc Cormick, SC 29835-2408 | SC | 2008-09 | $62,296 |
8 | Onemaker Inc | 105 Muirfield Way, Lexington, SC 29072 | SC | 2008-02 | $0 |
9 | Peach State Mounted Shooters Accociation Inc | 750 Southerlin Rd, Pelzer, SC 29669-9259 | SC | 2006-02 | $135,484 |
10 | Piedmont Cultured Marble Association | Po Box 191, Pelion, SC 29123 | SC | 1992-12 | $0 |
11 | Oxford Fund Inc | 107 Balfour Dr, Daniel Island, SC 29492-8042 | SC | 1955-10 | $66,628 |
12 | Outline Bible Charitable Tr, Stophel John C Ttee | 2271 Charleston Way, Darlington, SC 29532-8669 | SC | 2000-07 | $383,364 |
13 | Pioneer Football League Inc | 1355 Lurecliff Pl, Fort Mill, SC 29708-7956 | SC | 2014-07 | $114,332 |
14 | Orphanbaby | 1393 Crossland Road, Clover, SC 29710 | SC | 2005-02 | $0 |
15 | Orphan Aid Society | 3923 Azalea Dr, N Charleston, SC 29405-7525 | SC | 1942-02 | $385,549 |
16 | The Hawkins Foundation | PO BOX 25902, Greenville, SC 29616-0902 | SC | 2009-02 | $1,501,387 |
17 | Osbon Family Foundation | 4031 Pennington Rd, Greer, SC 29651-4923 | SC | 2002-05 | $5,471 |
18 | Oswego Rural Water Company Inc | 3060 Oswego Hwy, Sumter, SC 29153-7810 | SC | 1985-08 | $457,765 |
19 | Our Daily Bread | PO BOX 727, Seneca, SC 29679-0727 | SC | 1997-05 | $83,898 |
20 | Our Daily Rest | PO BOX 1246, Seneca, SC 29679-1246 | SC | 2006-03 | $252,043 |
Organization representatives - add corrected or new information about Oxford Fund Inc »
Non-representatives - add comments about Oxford Fund Inc»