Civic Intelligence

Oxford Fund Inc.

990T • Fiscal year 2021 • EIN 04-6048472

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

144 Fairbanks Oak Alley 4ADaniel Island, SC 29492

(617) 852-0620

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,030,743Liabilities 2011: $02011Assets 2012: $1,001,280Liabilities 2012: $02012Assets 2013: $987,674Liabilities 2013: $02013Assets 2014: $966,898Liabilities 2014: $02014Assets 2015: $945,921Liabilities 2015: $02015Assets 2018: $1,008,384Liabilities 2018: $0Net Assets 2018: $1,008,3842018Assets 2019: $987,901Liabilities 2019: $0Net Assets 2019: $987,9012019Assets 2020: $964,110Liabilities 2020: $0Net Assets 2020: $964,1102020Assets 2021: $927,268Liabilities 2021: $0Net Assets 2021: $927,2682021Assets 2022: $909,811Liabilities 2022: $0Net Assets 2022: $909,8112022Assets 2023: $842,151Liabilities 2023: $0Net Assets 2023: $842,1512023Assets 2024: $1,287,864Liabilities 2024: $0Net Assets 2024: $1,287,8642024

Latest loaded filing

2024

Assets$1,287,864
Liabilities$0
Net Assets$1,287,864

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $71,133Expenses 2011: $71,457Net Income 2011: -$3242011Revenue 2012: $45,828Expenses 2012: $72,284Net Income 2012: -$26,4562012Revenue 2013: $65,854Expenses 2013: $74,676Net Income 2013: -$8,8222013Revenue 2014: $67,026Expenses 2014: $77,841Net Income 2014: -$10,8152014Revenue 2015: $57,739Expenses 2015: $79,359Net Income 2015: -$21,6202015Revenue 2018: $144,680Expenses 2018: $76,480Net Income 2018: $68,2002018Revenue 2019: $55,229Expenses 2019: $75,584Net Income 2019: -$20,3552019Revenue 2020: $57,869Expenses 2020: $88,970Net Income 2020: -$31,1012020Revenue 2021: $54,475Expenses 2021: $79,996Net Income 2021: -$25,5212021Revenue 2022: $54,664Expenses 2022: $69,752Net Income 2022: -$15,0882022Revenue 2023: $52,618Expenses 2023: $119,688Net Income 2023: -$67,0702023Revenue 2024: $525,498Expenses 2024: $79,811Net Income 2024: $445,6872024

Latest loaded filing

2024

Revenue$525,498
Expenses$79,811
Net Income$445,687
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.2
Filing and Contact Details

Filer

Filer Name
Oxford Fund Inc
EIN
04-6048472
Phone
6178520620
Address
144 FAIRBANKS OAK ALLEY 4A, DANIEL ISLAND, SC 29492

Signing Officer

Name
Robert Macpherson
Title
Treasurer
Phone
6178520620
Signed
2022-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Walter & Shuffain Pc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110
Preparer
Stephen D Candelario
Phone
6174472700
Raw XML Appendix73 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BalanceDueAmt0625
IRS990T/BooksInCareOfDetail/PersonNm0ROBERT W MACPHERSON - TREASURER
IRS990T/BooksInCareOfDetail/PhoneNum06178520620
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0144 FAIRBANKS OAK ALLEY
IRS990T/BooksInCareOfDetail/USAddress/CityNm0DANIEL ISLAND
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0294928298
IRS990T/BookValueAssetsEOYAmt0927268
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherIncomeAmt03978
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt03978
IRS990TScheduleA/TotUnrltTrdBusIncmAmt03978
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS INCOME IS FROM THE FUND'S PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt03978
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt03978
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0625
IRS990T/TaxLessCreditsAmt0625
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0625
IRS990T/TotalTaxComputationAmt0625
IRS990T/TotalUBTIAmt02978
IRS990T/TotalUBTIBeforeNOLSpecificAmt03978
IRS990T/TotalUBTIBeforeSection199AAmt03978
IRS990T/TotalUBTIComputedAmt03978
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MACPHERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06178520620
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OXFORD FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0OXFO
ReturnHeader/Filer/EIN0046048472
ReturnHeader/Filer/PhoneNum06178520620
ReturnHeader/Filer/USAddress/AddressLine1Txt0144 FAIRBANKS OAK ALLEY 4A
ReturnHeader/Filer/USAddress/CityNm0DANIEL ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029492
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER & SHUFFAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE SUITE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN D CANDELARIO
ReturnHeader/ReturnTs02022-05-12T09:38:59-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACPHERSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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