SAINT JOHN BAPTIST COLLEGE IN THE UNIVERSITY OF OXFORD: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAINT JOHN BAPTIST COLLEGE IN THE UNIVERSITY OF OXFORD (EIN 23-7069639)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2021-06-15
- IRS object ID
- 202121669349300707
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-15T07:37:48-05:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237069639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOHN BAPTIST COLLEGE IN THE UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | OF OXFORD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ZOE HANCOCK | InCareOfNm |
| Business Name Control | STJO | BusinessNameControlTxt |
| Phone | 1865277321 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ST GILES | AddressLine1Txt |
| City | OXFORD | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | OX1 3JP | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZOE HANCOCK | PersonNm |
| Person Title | PRINCIPAL BURSAR | PersonTitleTxt |
| Signature | 2021-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIO C RUSSO | PreparerPersonNm |
| PTIN | P00858539 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PROFESSOR MARGARET SNOWLING | PrincipalOfficerNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ST GILES | AddressLine1Txt |
| City | OXFORD | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | OX1 3JP | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $70,450,963 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SJC.OX.AC.UK | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1555 | FormationYr |
| Legal Domicile Country | UK | LegalDomicileCountryCd |
| Activity Or Mission | TO SUPPORT ACCESS TO UNIVERSITY EDUCATION; TO TEACH UNDERGRADUATES; TO SUPPORT GRADUATE TEACHING AND RESEARCH, AND THE RESEARCH OF ITS ACADEMIC STAFF. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,039,904 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,230,689 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,595,046 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,164,138 | CYProgramServiceRevenueAmt |
| PY Investment Income | $51,830,911 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,291,403 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,947,849 | PYOtherRevenueAmt |
| CY Other Revenue | $11,356,333 | CYOtherRevenueAmt |
| PY Total Revenue | $71,413,710 | PYTotalRevenueAmt |
| CY Total Revenue | $69,042,563 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,892,739 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,960,218 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,016,421 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,520,648 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $820,541 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,386,974 | PYOtherExpensesAmt |
| CY Other Expenses | $23,941,137 | CYOtherExpensesAmt |
| PY Total Expenses | $42,296,134 | PYTotalExpensesAmt |
| CY Total Expenses | $39,422,003 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $29,117,576 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,620,560 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $886,020,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $980,064,119 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $100,410,532 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,951,560 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $785,609,812 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $864,112,559 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT ACCESS TO UNIVERSITY EDUCATION; TO TEACH UNDERGRADUATES; TO SUPPORT GRADUATE TEACHING AND RESEARCH, AND THE RESEARCH OF ITS ACADEMIC STAFF. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $30,655,444 | ExpenseAmt |
| Grant | $1,960,218 | GrantAmt |
| Revenue | $8,164,138 | RevenueAmt |
| Desc | TO SUPPORT ACCESS TO UNIVERSITY EDUCATION; TO TEACH UNDERGRADUATES; TO SUPPORT GRADUATE TEACHING AND RESEARCH, AND THE RESEARCH OF ITS ACADEMIC STAFF. | Desc |
| Total Program Service Expenses | $30,655,444 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZOE HANCOCK | PersonNm |
| Phone | 1865277321 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ST JOHNS COLLEGE ST GILES | AddressLine1Txt |
| City | OXFORD | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | OX1 3JP | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PROFESSOR M SNOWLING | ||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $524,670 | $0 | $33,843 | |
| PROFESSOR N LUEBECKER | ||||||||
| TUTORIAL FELLOW | 40.0 | 0.0 | $126,725 | $0 | $24,014 | Yes (X) | ||
| MS SALLY LAYBURN | ||||||||
| FINANCE BURSAR | 40.0 | 0.0 | $118,829 | $0 | $25,701 | Yes (X) | ||
| PROFESSOR C LARRINGTON | ||||||||
| VICE PRESIDENT (ACADEMIC) | 40.0 | 0.0 | Yes (X) | Yes (X) | $112,720 | $0 | $24,433 | |
| DR S CAMPBELL | ||||||||
| SUPERNUMERARY FELLOW | 40.0 | 0.0 | $106,836 | $0 | $22,286 | Yes (X) | ||
| MR T VERDON | ||||||||
| INTERIM HOME BURSAR | 40.0 | 0.0 | $124,069 | $0 | $0 | Yes (X) | ||
| DR K DOORNIK | ||||||||
| SUPERNUMERARY FELLOW | 40.0 | 0.0 | $97,298 | $0 | $20,279 | Yes (X) | ||
| PROFESSOR A J PARKER | ||||||||
| PRINCIPAL BURSAR THRU 9/20 | 40.0 | 0.0 | Yes (X) | Yes (X) | $92,768 | $0 | $3,198 | |
| PROFESSOR S ELSTON | ||||||||
| DEPUTY BURSAR | 40.0 | 0.0 | Yes (X) | Yes (X) | $66,026 | $0 | $1,631 | |
| PROFESSOR R HARDING | ||||||||
| VICE PRESIDENT STARTING 9/19 | 40.0 | 0.0 | Yes (X) | Yes (X) | $50,303 | $0 | $10,952 | |
| PROFESSOR T BURT D PERERA | ||||||||
| ACTING VP (ACAD) (SEPT-DEC 19) | 40.0 | 0.0 | Yes (X) | Yes (X) | $21,238 | $0 | $5,997 | |
| PROFESSOR PHILIP MAINI | ||||||||
| VICE PRESIDENT(DOMUS)THRU 8/19 | 40.0 | 0.0 | Yes (X) | Yes (X) | $10,110 | $0 | $2,954 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,451,592 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $175,288 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| FELTHAM CONSTRUCTION | ||||||||||
| 42 LONDON ROAD | NEWBURY | BERKSHIRE | UK | RG14 1LA | CONSTRUCTION SRVCS | $4,238,927 | ||||
| STEPNELL LIMITED | ||||||||||
| LAWFORD ROAD | RUGBY | WARWICKSHIRE | UK | CV21 2UU | CONSTRUCTION SRVCS | $2,569,743 | ||||
| WOOLDRIDGE SIMPSON OXFORD LTD | ||||||||||
| COURT FARM BARNS 4 MEDCROFT ROAD | TACKLEY | 0 | UK | OX5 3AL | CONSTRUCTION SRVCS | $2,290,344 | ||||
| EDGEWOOD MANAGEMENT LLC | ||||||||||
| INVESTMENT MANAGERS | $1,726,353 | 535 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10022 | |||||
| SAVVY CONSTRUCTION LIMITED | ||||||||||
| BROOKSIDE COURT CUDDESDON ROAD | HORSPATH | OXFORD | UK | OX33 1JB | CONSTRUCTION SRVCS | $1,107,122 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $92,112 | RelatedOrganizationsAmt |
| All Other Contributions | $4,138,577 | AllOtherContributionsAmt |
| Total Contributions | $4,230,689 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION, FEES, AND SERVICES | 611310 | $8,091,564 | $8,091,564 |
| OTHER CONFERENCE INCOME | 611310 | $72,574 | $72,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,164,138 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,814,634 | TotalRevenueColumnAmt |
| Exclusion | $5,814,634 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,144,536 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,408,400 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,736,136 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,736,136 | TotalRevenueColumnAmt |
| Exclusion | $11,736,136 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,343,440 | SecuritiesAmt |
| Other | $20,133,329 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,343,440 | SecuritiesAmt |
| Other | $20,133,329 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,476,769 | TotalRevenueColumnAmt |
| Exclusion | $39,476,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE GAIN (LOSS) ON CASH | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$379,803 | TotalRevenueColumnAmt |
| Exclusion | -$379,803 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$379,803 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,042,563 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,164,138 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $56,647,736 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,960,218 | TotalAmt |
| Program Services | $1,960,218 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,398 | TotalAmt |
| Program Services | $976,175 | ProgramServicesAmt |
| Management And General | $208,304 | ManagementAndGeneralAmt |
| Fundraising | $27,919 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,375,168 | TotalAmt |
| Program Services | $8,353,672 | ProgramServicesAmt |
| Management And General | $1,782,575 | ManagementAndGeneralAmt |
| Fundraising | $238,921 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,957 | TotalAmt |
| Program Services | $663,418 | ProgramServicesAmt |
| Management And General | $141,565 | ManagementAndGeneralAmt |
| Fundraising | $18,974 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,125 | TotalAmt |
| Program Services | $893,023 | ProgramServicesAmt |
| Management And General | $190,561 | ManagementAndGeneralAmt |
| Fundraising | $25,541 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,672 | TotalAmt |
| Program Services | $301,671 | ProgramServicesAmt |
| Management And General | $64,373 | ManagementAndGeneralAmt |
| Fundraising | $8,628 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,330 | TotalAmt |
| Program Services | $42,134 | ProgramServicesAmt |
| Management And General | $8,991 | ManagementAndGeneralAmt |
| Fundraising | $1,205 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,824,006 | TotalAmt |
| Management And General | $1,824,006 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,578,985 | TotalAmt |
| Program Services | $1,271,336 | ProgramServicesAmt |
| Management And General | $271,288 | ManagementAndGeneralAmt |
| Fundraising | $36,361 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590,153 | TotalAmt |
| Program Services | $475,168 | ProgramServicesAmt |
| Management And General | $101,395 | ManagementAndGeneralAmt |
| Fundraising | $13,590 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,988 | TotalAmt |
| Program Services | $292,263 | ProgramServicesAmt |
| Management And General | $62,366 | ManagementAndGeneralAmt |
| Fundraising | $8,359 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,120,071 | TotalAmt |
| Program Services | $6,537,958 | ProgramServicesAmt |
| Management And General | $1,395,123 | ManagementAndGeneralAmt |
| Fundraising | $186,990 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,252 | TotalAmt |
| Program Services | $232,894 | ProgramServicesAmt |
| Management And General | $49,697 | ManagementAndGeneralAmt |
| Fundraising | $6,661 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,849,761 | TotalAmt |
| Program Services | $3,099,674 | ProgramServicesAmt |
| Management And General | $661,434 | ManagementAndGeneralAmt |
| Fundraising | $88,653 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,845,266 | TotalAmt |
| Program Services | $3,901,216 | ProgramServicesAmt |
| Management And General | $832,473 | ManagementAndGeneralAmt |
| Fundraising | $111,577 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NON-STAFF TUITION & RESEARCH | $908,047 | $732,228 | $155,039 | $20,780 |
| LIBRARY & ARCHIVES | $203,090 | $163,520 | $34,893 | $4,677 |
| STUDENT CLUBS & COMMON ROOMS | $149,019 | $119,984 | $25,603 | $3,432 |
| CHAPEL | $29,340 | $23,623 | $5,041 | $676 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,157 | TotalAmt |
| Program Services | $615,269 | ProgramServicesAmt |
| Management And General | $131,291 | ManagementAndGeneralAmt |
| Fundraising | $17,597 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,422,003 | TotalAmt |
| Program Services | $30,655,444 | ProgramServicesAmt |
| Management And General | $7,946,018 | ManagementAndGeneralAmt |
| Fundraising | $820,541 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,721,225 | BOYAmt |
| EOY | $10,956,671 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,102 | BOYAmt |
| EOY | $266,379 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,084,451 | BOYAmt |
| EOY | $7,605,916 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,804,587 | BOYAmt |
| EOY | $1,910,172 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,519 | BOYAmt |
| EOY | $830,289 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $197,744,158 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,630,364 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,999,891 | BOYAmt |
| EOY | $141,113,794 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,970,321 | BOYAmt |
| EOY | $375,462,361 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,621,846 | BOYAmt |
| EOY | $36,333,966 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,740,402 | BOYAmt |
| EOY | $405,584,571 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,020,344 | BOYAmt |
| EOY | $980,064,119 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,867,693 | BOYAmt |
| EOY | $5,497,668 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,762,720 | BOYAmt |
| EOY | $45,949,155 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,871,680 | BOYAmt |
| EOY | $52,513,320 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,908,439 | BOYAmt |
| EOY | $11,991,417 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,410,532 | BOYAmt |
| EOY | $115,951,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,609,812 | BOYAmt |
| EOY | $864,112,559 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,609,812 | BOYAmt |
| EOY | $864,112,559 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,020,344 | BOYAmt |
| EOY | $980,064,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,620,560 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $48,882,187 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $730,057,669 | BeginningYearBalanceAmt |
| Contributions | $719,432 | ContributionsAmt |
| Investment Earnings Or Losses | $46,361,385 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,239,921 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $763,898,565 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $703,390,977 | BeginningYearBalanceAmt |
| Contributions | $114,216 | ContributionsAmt |
| Investment Earnings Or Losses | $41,547,655 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,995,179 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $730,057,669 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $670,562,275 | BeginningYearBalanceAmt |
| Contributions | $1,232,750 | ContributionsAmt |
| Investment Earnings Or Losses | $56,513,522 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,917,570 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $703,390,977 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $613,187,534 | BeginningYearBalanceAmt |
| Contributions | $157,540 | ContributionsAmt |
| Investment Earnings Or Losses | $82,373,707 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $25,156,506 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $670,562,275 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $555,750,331 | BeginningYearBalanceAmt |
| Contributions | $40,698 | ContributionsAmt |
| Investment Earnings Or Losses | $67,456,744 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,060,239 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $613,187,534 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98600 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $159,145,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,697,419 | DepreciationAmt |
| Book Value | $126,448,136 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,290,643 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,637,179 | DepreciationAmt |
| Book Value | $13,653,464 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,307,960 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,295,766 | DepreciationAmt |
| Book Value | $1,012,194 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $141,113,794 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN OTHER PROPERTY | $343,484,375 |
| INVESTMENT IN AFFILIATE | $61,999,851 |
| DUE FROM AFFILIATE | $100,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $405,584,571 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACTUARIAL PENSION LIABILITY | Desc |
| Amt | $11,991,417 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,991,417 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART V, LINE 1 | DETAIL OF ENDOWMENT FUND AMOUNTS REPORTED THE FINANCIAL STATEMENTS OF ST. JOHN BAPTIST COLLEGE IN THE UNIVERSITY OF OXFORD ("THE COLLEGE") ARE PRESENTED IN BRITISH POUNDS. ALL AMOUNTS REPORTED ON SCHEDULE D, PART V, LINE 1 WERE CONVERTED FROM BRITISH POUNDS TO U.S. DOLLARS USING THE CONVERSATION RATE AT 07/31/2020 OF 1.312833. --------------- |
| FORM 990, SCHEDULE D, PART V, LINE 4 | INTENDED USE OF ENDOWMENT FUNDS THE COLLEGE MAINTAINS VARIOUS ENDOWMENT FUNDS WHOSE RESTRICTIONS ON EXPENDITURE IN TERMS OF BOTH USE AND SOURCE (INCOME OR CAPITAL) RUN FROM THE FREELY EXPENDABLE TO THE HIGHLY LIMITED. ENDOWMENT PROCEEDS ARE USED TO FUND A VARIETY OF OPERATIONAL NEEDS. --------------- |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | false | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | false | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | false | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE E, PART I, LINE 3 | PUBLICATION OF RACIALLY NON-DISCRIMINATORY POLICY THE UK'S EQUALITY ACT 2010 DOES NOT REQUIRE THE COLLEGE TO PUBLICIZE ITS EQUALITY POLICY BY PUBLISHING IT IN A NEWSPAPER. THE COLLEGE, HOWEVER, HAS TAKEN ADEQUATE STEPS TO PUBLICIZE THE POLICY BY INCLUDING IT PROMINENTLY IN ITS WEBSITE AT: https://www.sjc.ox.ac.uk/documents/744/HT2021-Equality_Policy.pdf --------------- |
| FORM 990, SCHEDULE E, PART I, LINE 4A | ORGANIZATIONAL RECORDS REGARDING RACIAL COMPOSITION STUDENT BODY: THE COLLEGE ENGAGES FULLY IN MONITORING THE REPRESENTATION AMONG CLASSES PROTECTED BY THE UK'S EQUALITY ACT 2010 OF ITS INCOMING UNDERGRADUATE AND GRADUATE STUDENTS IN FULL COMPLIANCE WITH UK AND EUROPEAN UNION LAW. UNDER PROCEDURES AGREED BY THE UNIVERSITY AND ITS CONSTITUENT COLLEGES, THIS DATA IS CONVEYED TO THE UNIVERSITY AND RETAINED BY IT AS UNIVERSITY-WIDE RECORDS IN AGGREGATE FORM. FACULTY: THE COLLEGE IS UNDER NO OBLIGATION TO MONITOR ITS TEACHING STAFF'S REPRESENTATION AMONG CLASSES PROTECTED BY THE UK'S EQUALITY ACT 2010 AND SO DOES NOT DO SO ADMINISTRATIVE. STAFF: THE COLLEGE ENGAGES FULLY IN MONITORING THE REPRESENTATION AMONG CLASSES PROTECTED BY THE UK'S EQUALITY ACT 2010 OF ITS NON-ACADEMIC STAFF AT THE POINT OF APPLICATION FOR EMPLOYMENT IN FULL COMPLIANCE WITH UK AND EUROPEAN UNION LAW. --------------- |
| FORM 990, SCHEDULE E, PART I, LINE 4B | ORGANIZATIONAL RECORDS REGARDING SCHOLARSHIP/FINANCIAL ASISTANCE AWARD CRITERIA BURSARIES, SCHOLARSHIPS AND GRANTS ARE MADE SOLELY ON THE CRITERIA OF ACADEMIC MERIT OR FINANCIAL NEED, WITHOUT ANY CONSIDERATION PRO OR ANTE OF THE PARTICULAR STUDENT'S MEMBERSHIP OF A CLASS PROTECTED BY THE UK'S EQUALITY ACT 2010. THERE IS NO ABILITY TO LINK RECIPIENTS OF THESE DISBURSEMENTS WITH THE MONITORING DATA COMPILED BY THE COLLEGE UNDER PROCEDURES ON THE HANDLING OF DATA AGREED BY THE UNIVERSITY AND ITS CONSTITUENT COLLEGES. --------------- |
| FORM 990, SCHEDULE E, PART I, LINE 6A | DESCRIPTION OF FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY THE UK GOVERNMENT DISBURSES FUNDS FOR SOME OF THE COSTS OF UNDERGRADUATE AND GRADUATE RESEARCH AND STUDY, AND FACILITIES, THROUGH THE HIGHER EDUCATION FUNDING COUNCIL FOR ENGLAND ("HEFCE"). HEFCE TRANSFERS FUNDS THE UNIVERSITY OF OXFORD, WHICH THEN DIVIDES THEM AMONG THE COLLEGES UNDER FORMULAS AGREED WITH THE CONFERENCE OF COLLEGES, THE REPRESENTATIVE BODY THAT INTERMEDIATES BETWEEN THE UNIVERSITY AND ITS 38 CONSTITUENT COLLEGES. --------------- |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 389 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | EDUCATION, RESEARCH | SpecificServicesProvidedTxt |
| Region Total Expenditures | $30,655,444 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 389 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 389 | TotalEmployeeCnt |
| Subtotal Spent | $30,655,444 | SubtotalSpentAmt |
| Total Spent | $30,655,444 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| ACADEMIC GRANTS | Europe (Including Iceland and Greenland) | 746 | $303,783 | CHEQUE | FMV |
| SPECIAL GRANTS (TRAVEL) | Europe (Including Iceland and Greenland) | 78 | $36,059 | CHEQUE | FMV |
| BLUES GRANT | Europe (Including Iceland and Greenland) | 76 | $24,949 | CHEQUE | FMV |
| UG SCHOLARSHIPS | Europe (Including Iceland and Greenland) | 390 | $103,029 | CHEQUE | FMV |
| UG OVERSEAS STUDENTSHIPS | Europe (Including Iceland and Greenland) | 8 | $170,542 | CHEQUE | FMV |
| OXFORD BURSARIES | Europe (Including Iceland and Greenland) | 29 | $129,326 | CHEQUE | FMV |
| GRADUATE STUDENTSHIPS | Europe (Including Iceland and Greenland) | 65 | $1,103,667 | CHEQUE | FMV |
| HARDSHIP GRANTS | Europe (Including Iceland and Greenland) | 115 | $19,715 | CHEQUE | FMV |
| OTHER GRANTS | Europe (Including Iceland and Greenland) | 73 | $69,150 | CHEQUE | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ALL RECIPIENTS OF GRANTS MUST REMAIN IN GOOD ACADEMIC STANDING. FOR UNDERGRADUATES, THIS MEANS THAT THEY MUST PASS THE PRESCRIBED UNIVERSITY EXAMINATIONS AT THE REQUIRED TIMES. FOR GRADUATES, THIS MEANS THAT THEY MUST MAKE THE NECESSARY PROGRESS, IN RESPECT OF EXAMINED TRANSITION FROM PROBATIONARY RESEARCH STUDENT STATUS TO DPHIL STATUS AND THE SUBSEQUENT PROCEDURE FOR "CONFIRMATION OF DOCTORAL STATUS." THE COLLEGE RECEIVES REPORTS DIRECTLY FROM THE UNIVERSITY ON THESE LANDMARK TESTS. IN THE EVENT OF A FAILURE TO PERFORM AT THE REQUIRED LEVEL, THE GRANT WILL BE SUSPENDED, EITHER TEMPORARILY OR PERMANENTLY AS APPROPRIATE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PROFESSOR M SNOWLING | ||||||||||||||
| PRESIDENT | $193,779 | $0 | $0 | $0 | $330,891 | $0 | $32,898 | $0 | $945 | $0 | $558,513 | $0 | $0 | $0 |
| PROFESSOR N LUEBECKER | ||||||||||||||
| TUTORIAL FELLOW | $110,826 | $0 | $0 | $0 | $15,899 | $0 | $23,069 | $0 | $945 | $0 | $150,739 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | DETAIL REGARDING OTHER BENEFITS PROVIDED THE COLLEGE PROVIDES LODGING AND HOUSEKEEPING SERVICES TO THE PRESIDENT FOR THE BETTER PERFORMANCE OF HER DUTIES. IT IS CUSTOMARY FOR EMPLOYERS TO PROVIDE LODGING TO EMPLOYEES, SUCH AS THE PRESIDENT. THE VALUE OF THE PRESIDENT'S PERSONAL USE OF ANY LODGING AND HOUSEKEEPING SERVICES IS INCLUDED ON FORM 990, SCHEDULE J, PART II, COLUMN D. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I | CONVERSION OF FINANCIAL INFORMATION THE FINANCIAL STATEMENTS OF ST. JOHN BAPTIST COLLEGE IN THE UNIVERSITY OF OXFORD ("THE COLLEGE") ARE PRESENTED IN BRITISH POUNDS. THE AMOUNTS REPORTED ON PART X OF THE FORM 990 WERE CONVERTED FROM BRITISH POUNDS TO US DOLLARS USING THE CONVERSATION RATE AT 07/31/2020 OF 1.312833. THE AMOUNTS REPORTED ON PARTS VII, VIII, AND IX OF THE FORM 990 WERE CONVERTED FROM BRITISH POUNDS TO US DOLLARS USING THE AVERAGE CONVERSION RATE FOR THE YEAR ENDED 07/31/2020 OF 1.261803. --------------- |
| FORM 990, PART V, LINE 2 | NUMBER OF EMPLOYEES THE COLLEGE HAS NO US-BASED EMPLOYEES AND, AS A RESULT, DID NOT FILE A FORM W-3. ALL EMPLOYEES OF THE COLLEGE ARE RESIDENTS OF THE UK AND EMPLOYED UNDER UK EMPLOYMENT LAW. --------------- FORM 990, PART V, LINE 6A SOLICITATION OF CONTRIBUTIONS THE COLLEGE DOES NOT SOLICIT CONTRIBUTIONS IN THE UNITED STATES FROM U.S. TAXPAYERS FOR WHOM A CODE SECTION 170 DEDUCTION WOULD BE AVAILABLE. --------------- |
| FORM 990, PART VI, LINE 1A | NUMBER OF VOTING MEMBERS OF THE GOVERNING BODY THE GOVERNING BODY, WHICH IS COMPRISED OF THE PRESIDENT AND APPROXIMATELY 57 FELLOWS, HAS DELEGATED RESPONSIBILITY FOR DAY-TO-DAY MANAGEMENT TO THE EXECUTIVE COUNCIL. SEE THE DISCLOSURE FOR FORM 990, PART VII, SECTION A FOR ADDITIONAL INFORMATION. --------------- |
| FORM 990, PART VI, LINE 11B | FORM 990 REVIEW PROCESS PRIOR TO FILING, FORM 990 IS REVIEWED BY THE COLLEGE'S PRINCIPAL BURSAR AND FINANCE BURSAR TO ENSURE ACCURACY AND COMPLETENESS. --------------- |
| FORM 990, PART VI, LINE 12C | CONFLICT OF INTEREST POLICY THE COLLEGE HAS NO WRITTEN POLICY ON CONFLICTS OF INTEREST. MEMBERS OF THE GOVERNING BODY ARE REMINDED EACH YEAR THAT THEY MUST REPORT ANY OTHER INTERESTS, FINANCIAL OR OTHER, THAT MAY CONFLICT WITH THOSE OF THE COLLEGE ON A WRITTEN DECLARATION OF INTEREST SUBMITTED TO THE PRESIDENT. ADDITIONALLY, MEMBERS OF THE GOVERNING BODY ARE FREQUENTLY REMINDED THAT THEY MUST RECUSE THEMSELVES AND LEAVE ANY COLLEGE MEETING WHENEVER A MATTER INVOLVING A POTENTIAL CONFLICT OF INTEREST IS TO BE DISCUSSED. --------------- |
| FORM 990, PART VI, LINE 15 | PROCESS FOR DETERMINING OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE COMPENSATION. THE GOVERNING BODY DECIDES ON THE COMPENSATION OF ITS PRESIDENT, FELLOWS, AND ALL OTHER TEACHING STAFF UPON THE RECOMMENDATION OF THE REMUNERATION COMMITTEE. THE REMUNERATION COMMITTEE IS COMPRISED OF FIVE INDEPENDENT PERSONS, WITH THE PRESIDENT, PRINCIPAL BURSAR AND FINANCE BURSAR IN NONVOTING ATTENDANCE (UNLESS THEY RECUSE THEMSELVES BECAUSE THEIR OWN COMPENSATION IS AT ISSUE). THE REMUNERATION COMMITTEE DRAWS HEAVILY ON BENCHMARKING WITH RELEVANT COMPARISONS IN ORDER TO DETERMINE SUITABLE RATES OF PAY. THE GOVERNING BODY IS FREE TO ACCEPT OR REDUCE IN AMOUNT THE COMMITTEE'S RECOMMENDATIONS, BUT NOT TO INCREASE THEM. THE GOVERNING BODY'S DECISIONS ON THE REMUNERATION COMMITTEE'S RECOMMENDATIONS ARE REFLECTED IN ITS MINUTES. --------------- |
| FORM 990, PART VI, LINE 19 | AVAILABILITY OF DOCUMENTS TO THE PUBLIC THE COLLEGE'S GOVERNING DOCUMENTS ARE PUBLISHED ON THE UNIVERSITY OF OXFORD'S WEBSITE AT: https://www.sjc.ox.ac.uk/discover/about-college/legal/statutes/ THE COLLEGE'S FINANCIAL STATEMENTS ARE PUBLISHED ON THE UNIVERSITY OF OXFORD'S WEBSITE AT: https://www.ox.ac.uk/ABOUT/ORGANISATION/FINANCE-AND-FUNDING?wssl=1 THE COLLEGE HAS NO WRITTEN CONFLICT OF INTEREST POLICY. --------------- |
| FORM 990, PART VII, SECTION A | DEATIL OF THE ORGANIZATION'S DIRECTORS THE MEMBERS OF THE EXECUTIVE COUNCIL OF THE GOVERNING BODY OF THE COLLEGE ARE REPORTED HERE AS THE "ORGANISATION'S OFFICERS, DIRECTORS AND TRUSTEES" BECAUSE THE GOVERNING BODY, WHICH IS COMPRISED OF THE PRESIDENT AND APPROXIMATELY 57 FELLOWS, HAS DELEGATED RESPONSIBILITY FOR DAY-TO-DAY MANAGEMENT TO THE EXECUTIVE COUNCIL. THE MEMBERS OF THE EXECUTIVE COUNCIL ARE ANALOGOUS TO THE DIRECTORS OF A CHARITY IN CORPORATE FORM OR THE TRUSTEES OF A CHARITY OPERATED IN TRUST FORM, TOGETHER WITH THEIR OFFICERS IN EACH CASE. THERE ARE NO "KEY EMPLOYEES" WITHIN THE DEFINITION OF THE INSTRUCTIONS BECAUSE NO EMPLOYEES (OTHER THAN MEMBERS OF THE EXECUTIVE COUNCIL) HAVE "RESPONSIBILITIES, POWERS OR INFLUENCE OVER" THE COLLEGE SIMILAR TO THOSE OF MEMBERS OF THE EXECUTIVE COUNCIL, OR SATISFY THE OTHER ELEMENTS OF THE RESPONSIBILITY TEST. --------------- |
| FORM 990, PART XI, LINE 9 | DETAIL OF OTHER CHANGES IN NET ASSETS OR FUND BALANCES ACTUARIAL MOVEMENT ON PENSION SCHEME $(10,431,325) OTHER CHANGES RELATED TO CURRENCY CONVERSION 59,313,512 ---------- TOTAL $ 48,882,187 --------------- |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS WHITE INVESTMENTS LLC | |||||||||
| ST GILES | OXFORD | UK | OX1 3JP | 464253823 | INVESTMENTS | DE | -$7,705,831 | $14,416,219 | ST JOHN'S |
| LADY WHITE INVESTMENTS LLC | |||||||||
| ST GILES | OXFORD | UK | OX1 3JP | 472539427 | INVESTMENTS | DE | $1,206,284 | $14,157,591 | ST JOHN'S |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE LAMB AND FLAG (OXFORD) LTD | |||||||||||
| ST GILES | OXFORD | UK | OX1 3JS | TRADING | UK | ST JOHN'S | C CORP | $15,142 | $200,863 | 1.00000 | Yes (true) |
| THOMAS WHITE PROPERTIES LTD | |||||||||||
| MIDLAND HOUSE WEST WAY | BOTELY OXFORD | UK | OX2 0PH | HOLDING CO | UK | ST JOHN'S | C CORP | $0 | $19,755,511 | 1.00000 | Yes (true) |
| THOMAS WHITE OXFORD LTD | |||||||||||
| ST GILES | OXFORD | UK | OX1 3JP | HOLDING CO | UK | ST JOHN'S | C CORP | $6,844,019 | $40,170,511 | 1.00000 | Yes (true) |
| PEARTREE OXFORD LTD | |||||||||||
| ST GILES | OXFORD | UK | OX1 3JP | HOLDING CO | UK | ST JOHN'S | C CORP | $9,216,209 | $33,941,984 | 1.00000 | Yes (true) |
| BAINTON ROAD NURSEY LTD | |||||||||||
| ST GILES | OXFORD | UK | OX1 3JP | HOLDING CO | UK | ST JOHN'S | C CORP | -$69,399 | -$148,350 | 1.00000 | Yes (true) |
| ST JOHN BAPTIST COLLEGE UNIV OXFORD GGMB | |||||||||||
| KURFUSTENDAMM 46 | BERLIN | GM | 10707 | RESEARCH | GM | ST JOHN'S | C CORP | $1,584,825 | $1,679,113 | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS WHITE PROPERTIES LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $92,112 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments