2024-11-15T14:55:44-06:00 2023-12-31 232194268 WOOLARD KRAJNIK MASCIANGELO LLP 50 W WELSH POOL ROAD EXTON PA 19341 990PF 2023-01-01 201060782 THE OXFORD AREA FOUNDATION OXFO 6109324627 PO BOX 341 OXFORD PA 19363 NANCY SAPP PRESIDENT 6109324627 2024-11-15 1 0 ALBERT A MASCIANGELO JR CPA P00547066 6103635200 2023 2024-10-15 13:58:12Z X 24924432 X 5793 X 21 21 314068 314068 8094 8094 8094 -14137 0 40381 0 40381 354220 322183 40381 0 0 0 0 180467 36093 0 144374 13910 2782 0 11128 3329 666 0 2663 17500 3500 0 14000 72393 72393 0 0 89693 17939 0 71754 24489 4898 0 19591 63671 38931 63671 63150 12630 0 50520 647 129 0 518 127982 23677 0 62708 657231 213638 63671 377256 478562 478562 1135793 213638 63671 855818 -781573 108545 0 200 200 200 498821 380697 380697 131910 8954736 9377710 9377710 5404183 5789155 5789155 9502507 163301 9358978 9339206 9339206 0 37464 37464 24348828 24924432 24924432 940 3120 1417851 1134571 1418791 1137691 X 22930037 23786741 22930037 23786741 24348828 24924432 22930037 -781573 1638277 23786741 0 23786741 EQUITY -14781 -14781 EQUITY 644 644 -14137 1509 0 1509 0 1509 8982 0 0 0 8982 0 7473 7473 0 0 0 0 0 0 0 0 0 0 0 0 1 PA DE 1 0 0 0 0 1 WWW.OXFORDAREAFOUNDATION.ORG CHELSEA HUGHES ADMINSTRATIVE ASST 6109324627 59 SOUTH 3RD STREET SUITE 5A OXFORD PA 19363 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY WARE SAPP 279 GLEN ROY RD NOTTINGHAM PA 19262 PRESIDENT 10.00 0 0 0 DEBRA WARE KLINE 1063 PENNSY RD PEQUEA PA 17565 VICE- PRESIDENT 10.00 0 0 0 PHILIP SAPP 100 MAGNOLIA LANE NEW PROVIDENCE PA 17560 EXEC DIRECTOR/SECRETARY 10.00 0 0 0 BRIGHAM FARIA 135 BROWN RD NOTTINGHAM PA 19362 CO-TREASURER 10.00 0 0 0 MATTHAN SAPP 279 GLEN ROY RD NOTTINGHAM PA 19362 CO-TREASURER 10.00 0 0 0 ADAM SAPP 279 GLEN ROY RD NOTTINGHAM PA 19362 BOARD MEMBER 10.00 0 0 0 JARED KLINE 1063 PENNSY RD PEQUEA PA 17565 JR BOARD MEMBER 10.00 0 0 0 NONE 0 GLENMEDE 1650 MARKET STREET SUITE 1200 PHILADELPHIA PA 19103 INVESTMENT FEES 0 0 0 14762892 273147 0 15036039 0 0 15036039 225541 14810498 740525 740525 1509 1509 739016 0 739016 0 739016 855818 0 855818 739016 706839 0 0 855818 706839 0 0 148979 0 0 0 0 0 0 0 0 590037 0 0 0 CHELSEA HUGHES PO BOX341 OXFORD PA 19363 6109324627 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 NONE NONE CASA MATERNA 363 STAMM ROAD MILTON PA 17847 PC PROGRAM OR OPERATIONAL EXPENSES 10000 DIVINE SENT FOOD CUPBOARD 198 BARNSLEY RD OXFORD PA 19363 PC PROGRAM OR OPERATIONAL EXPENSES 1000 FAMILY PROMISE OF SCC PO BOX 394 KENNETT SQUARE PA 19348 PC GENERAL OPERATIONAL EXPENSES 20000 GOOD NEIGHBORS HOME REPAIR 224 E STREET RD SUITE 2 KENNETT SQUARE PA 19348 PC PROGRAM OR OPERATIONAL EXPENSES 20000 LIGHTHOUSE YOUTH CENTER PO BOX 38 OXFORD PA 19363 PC OPERARTIONAL EXPENSES $15,000 15000 MAKE-A-WISH 5 VALLEY SQUARE SUITE 210 BLUE BELL PA 19422 PC PROGRAM OR OPERATIONAL EXPENSES 10000 MEALS ON WHEELS OF CHESTER COUNTY 404 WILLOWBROOK LANE WEST CHESTER PA 19382 PC PROGRAM OR OPERATIONAL EXPENSES 5000 OXFORD NEIGHBORHOOD SERVICES CENTER 35 NORTH 3RD ST OXFORD PA 19363 PC EMPLOY AN ADMINISTRATIVE ASSISTANT 38400 OAHA PO BOX 355 OXFORD PA 19363 PC INTERIM EXECUTIVE DIRECTOR'S SALARY 35000 NEW LONDON COUNSELING CENTER 125 SGINAW ROAD LINCOLN UNIVERSITY PA 19352 PC SUBSIDIZED THERAPY COST PROGRAM - $30,000 30000 OXFORD ARTS ALLIANCE 38 S 3RD STREET OXFORD PA 19363 PC GENERAL OPERATING EXPENSES 10000 OXFORD EDUCATIONAL FOUNDATION PO BOX 142 OXFORD PA 19363 PC PROGRAMS OR OPERATIONAL EXPENSES 250 SILO PO BOX 22 OXFORD PA 19363 PC GENERAL OPERATING EXPENSES 40000 OXFORD LIBRARY COMPANY 48 S SECOND ST OXFORD PA 19363 PC PROGRAMS OR OPERATIONAL EXPENSES 15700 OXFORD MAINSTREET INC PO BOX 315 OXFORD PA 19363 PC GENERAL OPERATING EXPENSES 115000 OXFORD AREA CHAMBER OF COMMERCE 59 SOUTH THIRD STREET SUITE 5 OXFORD PA 19363 PC SPONSORSHIP 1925 ABORTION LIBERATION FUND OF PA PO BOX 40748 PHILADELPHIA PA 19107 PC UNRESTRICTED CONTRIBUTION 2500 STROUD WATER RESEARCH CENTER 970 SPENCER RD AVONDALE PA 19311 PC UNRESTRICTED CONTRIBUTION 25000 THE ADREW MCDONALD B FOUNDATION 101 ROCKLAND CIR WILMINGTON DE 19803 PC PROGRAMS OR OPERATIONAL EXPENSES $10,000SPONSORSHIP - $5,000 15000 1 IN 6 INC 366 JACKSON STREET SUITE 300 ST PAUL MN 55101 PC UNRESTRICTED CONTRIBUTION 15000 YOUNG MOMS 708 E BALTIMORE PIKE KENNETT SQUARE PA 19348 PC UNRESTRICTED CONTRIBUTION 10000 LCH HEALTH AND COMMUNITY 14 S 3RD STREEET OXFORD PA 19363 PC UNRESTRICTED CONTRIBUTION 20000 MERCERBURG ACADEMY 100 ACADEMY DRIVE MERCERBURG PA 17236 PC UNBRESTRICTED CONTRIBUTION 8000 OAKS MINISTRY 558 WATERWAY RD OXFORD PA 19363 PC UNRESTRICTED CONTRIBUTION 5000 ROBERT FULTON FIRE CO 2271 ROBERT FULTON HWY PEACH BOTTOM PA 17563 PC UNRESTRICTED CONTRIBUTION 5000 SEAN'S HOUSE 136 W MAIN STREET NEWARK DE 19711 PC UNRESTRICTED CONTRIBUTION 2500 WARRIORS ON THE WATER LTD 212 SPRUCE RD KIRKWOOD PA 17536 PC UNRESTRICTED CONTRIBUTION 500 LANCASTER PAL 39 WEST CHESTNUT STREET LANCASTER PA 17603 PC UNRESTRICTED CONTRIBUTION 342 OXFORD EDUCATION FOUNDATION 55 RABBIT RUN RD OXFORD PA 19363 PC UNRESTRICTED CONTRIBUTION 250 NANCY WARE SAPP 279 GLEN ROY ROAD NOTTINGHAM PA 19362 PC UNRESTRICTED CONTRIBUTION 2195 478562 0 14 21 14 314068 8094 18 -14137 40381 0 299952 48475 348427 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 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 17500 3500 0 14000 CAPITALIZED INTEREST 2022-06-04 27500 3208 60.000000000000 5500 0 5500 8708 CLOSING COSTS - GLENKNOCKIE 2022-08-25 20487 1366 60.000000000000 4097 0 4097 5463 BUILDING 2022-06-04 70000 1047 SL 39.000000000000 1795 1795 1795 LAND- OPERATING 2021-01-01 58046 L 0 0 0 LAND- CONSERVATORY 2020-12-31 6543500 L 0 0 0 FUNRITURE & FIXTURES 2010-12-31 7746 7746 SL 5.000000000000 0 0 0 JOHN DEERE 4066 TRACTOR 2021-01-08 40219 16088 SL 5.000000000000 8044 8044 8044 JOHN DEERE 400E LOADER 2021-01-08 29391 11756 SL 5.000000000000 5878 5878 5878 JOHN DEERE S4 GATOR 2021-01-08 19600 7840 SL 5.000000000000 3920 3920 3920 JOHN DEERE MIDZ MOWER 2021-01-08 22560 9024 SL 5.000000000000 4512 4512 4512 DESK 2021-09-01 2300 307 SL 10.000000000000 230 230 230 EX MARK ZERO TURN MOWER 2021-04-30 9049 3017 SL 5.000000000000 1810 1810 1810 BUSH HOG ROTARY MOWER 2021-04-19 4695 1565 SL 5.000000000000 939 939 939 LEASHOLD IMPROVEMENT 2020-06-30 10215 1873 SL 15.000000000000 681 681 681 APPLE COMPUTER 2021-01-28 3949 1514 SL 5.000000000000 790 790 790 APPLE COMPUTER 2017-12-09 3594 3545 SL 5.000000000000 0 0 0 COMPUTER 2020-12-31 4610 2546 SL 5.000000000000 922 922 922 EQUIPMENT 2012-12-31 2999 2999 SL 5.000000000000 0 0 0 EQUIPMENT 2008-12-31 4560 4560 SL 5.000000000000 0 0 0 EQUIPMENT 2007-12-31 8493 8493 SL 10.000000000000 0 0 0 TRUCK 2021-10-22 47051 10978 SL 5.000000000000 9410 9410 9410 BUILDING IMPROVEMENTS 2022-06-04 56208 3279 SL 10.000000000000 5621 0 5621 GLENKOCKIE 2022-08-17 2400000 L 0 0 0 FENCE 2022-03-02 8984 749 SL 10.000000000000 898 0 898 ROTARY CUTTER 2022-09-01 6500 217 SL 10.000000000000 650 0 650 ZERO TURN MOWER 2022-12-13 16744 140 SL 10.000000000000 1674 0 1674 GLENKOCKIE - ROOF 2022-08-25 10990 SL 0.000000000000 0 0 0 ROOF- GLENROY 2022-06-04 23192 347 SL 39.000000000000 595 0 595 CATERPILLER COMPACT TRACK LOADER 2023-02-07 72500 SL 5.000000000000 13292 0 13292 TENT 2023-05-25 14811 SL 5.000000000000 1728 0 1728 ROOF- GLENKNOCKIE 2023-01-01 10990 SL 39.000000000000 282 0 282 9377710 9377710 FMV 5789155 5789155 BUILDING 70000 2842 67158 LAND- OPERATING 58046 0 58046 LAND- CONSERVATORY 6543500 0 6543500 FUNRITURE & FIXTURES 7746 7746 0 JOHN DEERE 4066 TRACTOR 40219 24132 16087 JOHN DEERE 400E LOADER 29391 17634 11757 JOHN DEERE S4 GATOR 19600 11760 7840 JOHN DEERE MIDZ MOWER 22560 13536 9024 DESK 2300 537 1763 EX MARK ZERO TURN MOWER 9049 4827 4222 BUSH HOG ROTARY MOWER 4695 2504 2191 LEASHOLD IMPROVEMENT 10215 2554 7661 APPLE COMPUTER 3949 2304 1645 APPLE COMPUTER 3594 3545 49 COMPUTER 4610 3468 1142 EQUIPMENT 2999 2999 0 EQUIPMENT 4560 4560 0 EQUIPMENT 8493 8493 0 TRUCK 47051 20388 26663 CAPITALIZED INTEREST 27500 8708 18792 BUILDING IMPROVEMENTS 56208 8900 47308 GLENKOCKIE 2400000 0 2400000 FENCE 8984 1647 7337 ROTARY CUTTER 6500 867 5633 ZERO TURN MOWER 16744 1814 14930 GLENKOCKIE - ROOF 10990 0 10990 CLOSING COSTS - GLENKNOCKIE 20487 5463 15024 ROOF- GLENROY 23192 942 22250 CATERPILLER COMPACT TRACK LOADER 72500 13292 59208 TENT 14811 1728 13083 ROOF- GLENKNOCKIE 10990 282 10708 LEGAL 3329 666 0 2663 CLOSING COSTS 33815 33815 ACCRUED INVESTMENT INCOME 3649 3649 ADP 5742 1148 0 4594 BANK FEES 374 75 0 299 BOD INSURANCE 23557 4711 0 18846 MEALS 138 28 0 110 MEMBERSHIP DUES 715 143 0 572 OFFICE EXPENSES 7748 1550 0 6198 POSTAGE 1441 288 0 1153 REPAIR & MAINTENANCE 44949 8990 0 3959 TELEPHONE 1972 394 0 1578 UTILTIES 16858 3372 0 13486 WEB SITE 816 163 0 653 MARKETING 2165 433 0 1732 BAD DEBT 11910 2382 0 9528 AMORTIZATION 9597 0 0 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 40381 40381 NET UNREALIZED GAIN ON INVESTMENTS 1638277 LINE OF CREDIT 1417851 1134571 INVESTMENT ADVISOR FEES 72393 72393 0 0 PAYROLL TAXES 15907 3181 0 12726 PROPERTY TAXES 7818 1564 0 6254 BUSINESS TAX 764 153 0 611