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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. --------------- true true false false false true true false false false false false false false false true false true 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. --------------- true Europe (Including Iceland and Greenland) 1 389 Program Services EDUCATION, RESEARCH 30655444 1 389 1 389 30655444 30655444 ACADEMIC GRANTS Europe (Including Iceland and Greenland) 746 303783 CHEQUE FMV SPECIAL GRANTS (TRAVEL) Europe (Including Iceland and Greenland) 78 36059 CHEQUE FMV BLUES GRANT Europe (Including Iceland and Greenland) 76 24949 CHEQUE FMV UG SCHOLARSHIPS Europe (Including Iceland and Greenland) 390 103029 CHEQUE FMV UG OVERSEAS STUDENTSHIPS Europe (Including Iceland and Greenland) 8 170542 CHEQUE FMV OXFORD BURSARIES Europe (Including Iceland and Greenland) 29 129326 CHEQUE FMV GRADUATE STUDENTSHIPS Europe (Including Iceland and Greenland) 65 1103667 CHEQUE FMV HARDSHIP GRANTS Europe (Including Iceland and Greenland) 115 19715 CHEQUE FMV OTHER GRANTS Europe (Including Iceland and Greenland) 73 69150 CHEQUE FMV false false false false false false FORM 990, SCHEDULE F, PART I, LINE 2 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. X true true X X X X false false false false false false false false false PROFESSOR M SNOWLING PRESIDENT 193779 0 0 0 330891 0 32898 0 945 0 558513 0 0 0 PROFESSOR N LUEBECKER TUTORIAL FELLOW 110826 0 0 0 15899 0 23069 0 945 0 150739 0 0 0 FORM 990, SCHEDULE J, PART I, LINE 1A 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. 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 --------------- THOMAS WHITE INVESTMENTS LLC ST GILES OXFORD UK OX1 3JP 464253823 INVESTMENTS DE -7705831 14416219 ST JOHN'S LADY WHITE INVESTMENTS LLC ST GILES OXFORD UK OX1 3JP 472539427 INVESTMENTS DE 1206284 14157591 ST JOHN'S THE LAMB AND FLAG (OXFORD) LTD ST GILES OXFORD UK OX1 3JS TRADING UK ST JOHN'S C CORP 15142 200863 1.00000 true THOMAS WHITE PROPERTIES LTD MIDLAND HOUSE WEST WAY BOTELY OXFORD UK OX2 0PH HOLDING CO UK ST JOHN'S C CORP 0 19755511 1.00000 true THOMAS WHITE OXFORD LTD ST GILES OXFORD UK OX1 3JP HOLDING CO UK ST JOHN'S C CORP 6844019 40170511 1.00000 true PEARTREE OXFORD LTD ST GILES OXFORD UK OX1 3JP HOLDING CO UK ST JOHN'S C CORP 9216209 33941984 1.00000 true BAINTON ROAD NURSEY LTD ST GILES OXFORD UK OX1 3JP HOLDING CO UK ST JOHN'S C CORP -69399 -148350 1.00000 true ST JOHN BAPTIST COLLEGE UNIV OXFORD GGMB KURFUSTENDAMM 46 BERLIN GM 10707 RESEARCH GM ST JOHN'S C CORP 1584825 1679113 1.00000 true false false false false false false false false false false false false false false false false false false true THOMAS WHITE PROPERTIES LTD S 92112 CASH