CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD (EIN 98-6001062)
Tax period
2019-08-01 to 2020-07-31
Filed
2021-06-10
IRS object ID
202131619349300333
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-10T10:37:04-07:00ReturnTs
Tax Period End2020-07-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2019-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN986001062EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Chancellor Master & Scholars Of The University Of OxfordBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHANBusinessNameControlTxt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1Wellington SquareAddressLine1Txt
CityOxfordCityNm
Province Or StateOxfordshireProvinceOrStateNm
CountryUKCountryCd
Foreign PostalOX1 2JDForeignPostalCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSally McKinlayPersonNm
Person TitleMrsPersonTitleTxt
Phone1865270151PhoneNum
Signature2021-06-10SignatureDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Oxford UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSally McKinlayPrincipalOfficerNm

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1University OfficesAddressLine1Txt
Address Line2Wellington SquareAddressLine2Txt
CityOxfordCityNm
CountryUKCountryCd
Foreign Postal2JDForeignPostalCd
FieldValueIRS element (for citing)
Gross Receipts$3,017,540,114GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ox.ac.ukWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1096FormationYr
Legal Domicile CountryUKLegalDomicileCountryCd
Activity Or MissionThe principal objects of the University are the advancement of learning by teaching and research and its dissemination by every means. We work as one Oxford bringing together our staff, students and alumni, our colleges, faculties, departments and divisions to provide world-class research and education. We do this in ways which benefit society on a local, national and global scale. We build on the University's long-standing traditions of independent scholarship and academic freedom while fostering a culture in which innovation and collaboration play an important role. We are committed to equality of opportunity and to engendering inclusivity. We believe that diverse staff and students strengthen our research and enhance our students' learning. The University's strategic priorities have been developed against a background of local, national and worldwide change. These priorities focus on the themes of education, research, publishing, people, engagement and partnership, and resources.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee794TotalEmployeeCnt
Total Gross UBI$4,072,416TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,268,730NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$794,096,930PYContributionsGrantsAmt
CY Contributions Grants$926,204,930CYContributionsGrantsAmt
PY Program Service Revenue$1,694,818,314PYProgramServiceRevenueAmt
CY Program Service Revenue$1,868,621,040CYProgramServiceRevenueAmt
PY Investment Income$137,929,266PYInvestmentIncomeAmt
CY Investment Income$133,874,038CYInvestmentIncomeAmt
PY Other Revenue$84,161,453PYOtherRevenueAmt
CY Other Revenue$88,840,106CYOtherRevenueAmt
PY Total Revenue$2,711,005,963PYTotalRevenueAmt
CY Total Revenue$3,017,540,114CYTotalRevenueAmt
PY Grants And Similar Paid$111,550,482PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$122,474,923CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,196,145,139PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,068,221,967CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,978,191CYTotalFundraisingExpenseAmt
PY Other Expenses$1,594,047,026PYOtherExpensesAmt
CY Other Expenses$1,324,630,740CYOtherExpensesAmt
PY Total Expenses$2,901,742,647PYTotalExpensesAmt
CY Total Expenses$2,515,327,630CYTotalExpensesAmt
PY Revenues Less Expenses-$190,736,684PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$502,212,484CYRevenuesLessExpensesAmt
Total Assets BOY$7,979,331,896TotalAssetsBOYAmt
Total Assets EOY$9,136,943,444TotalAssetsEOYAmt
Total Liabilities BOY$3,027,614,184TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,525,074,141TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,951,717,712NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,611,869,303NetAssetsOrFundBalancesEOYAmt
MissionThe principal objects of the University are the advancement of learning by teaching and research and its dissemination by every means. We work as one Oxford bringing together our staff, students and alumni, our colleges, faculties, departments and divisions to provide world-class research and education. We do this in ways which benefit society on a local, national and global scale. We build on the University's long-standing traditions of independent scholarship and academic freedom while fostering a culture in which innovation and collaboration play an important role. We are committed to equality of opportunity and to engendering inclusivity. We believe that diverse staff and students strengthen our research and enhance our students' learning. The University's strategic priorities have been developed against a background of local, national and worldwide change. These priorities focus on the themes of education, research, publishing, people, engagement and partnership, and resources.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,272,262,289ExpenseAmt
Grant$122,474,923GrantAmt
Revenue$1,868,621,040RevenueAmt
DescOver 24,000 students from a diverse range of backgrounds and nationalities benefit from Oxford's resources, including 11,955 undergraduates and 12,010 postgraduates. Every year more than 15,000 students enrol on courses at the Department for Continuing Education, making Oxford University one of the largest providers of continuing education in the UK. Oxford spends more than $9 million each year on outreach activities, in addition to the $10 million it spends on financial support. Oxford's flagship access programme is the UNIQ summer school. Since its launch in 2010, nearly 8,000 state school students have taken part, and more than 2,000 have gone on to be offered a place at Oxford. Oxford consistently has the highest research income from external sponsors of any UK university. The University research activity involves more than 70 departments, the colleges, over 1,900 academic staff, more than 5,800 research and research support staff, and over 6,300 postgraduate research students. According to the 2014 Research Excellence Framework, the official UK-wide assessment of all university research, Oxford has the largest volume of world-leading research in the country. The University is also rated top in the REF power rankings published by Research Fortnight. Oxford is ranked first in the world in the Times Higher Education (THE) World University Rankings for 2020, for the fifth year running, and for the ninth consecutive year ranked first in the world for Clinical, Pre-Clinical and Health subjects. It is also ranked first in the world for Computer Science and second in the world and first in the UK for Social Sciences; third in the world and first in the UK for Business and Economics; third in the world and second in the UK for Life Sciences; third in the world and second in the UK for Arts and Humanities and fourth in the world and second in the UK for Law. Also, first in the UK for Education and second in the UK for Physical Sciences and Engineering and Technology. Oxford is ranked first in the world in Arts and Humanities in the QS World University Rankings by Subject 2019. It ranks second for Life Sciences & Medicine, fourth for Social Sciences and Management, fifth for Natural Science, and sixth for Engineering and Technology. Oxford is ranked fifth in the world in the QS World Rankings (2021), the highest ranked university from the UK. Oxford University topped The Best UK Universities 2021 league table in The Guardian and was ranked second overall in the Complete University Guide, University League Tables 2021. The excellence of Oxford's academic community is demonstrated by the inclusion of over 90 Fellows of the Royal Society and around 100 Fellows of the British Academy. In 2020, ten Oxford professors were elected to the Fellowship of the British Academy, six to the Fellowship of the Royal Society, six to the Fellowship of the Academy of Medical Sciences, and one each to the Fellowship of the Royal Academy of Engineering and the Fellowship of the Academy of Social Sciences. Oxford University Press (OUP) is a department of the University of Oxford. At Oxford University Press (OUP), everything we do furthers the University of Oxford's objective of excellence in research, scholarship, and education by publishing worldwide. We're the world's largest university press, with the widest global presence. Our products are sold in around 200 countries and regions, and in around 100 languages. We have a firm commitment to producing outstanding materials and services. As well as publishing thousands of new titles in our core markets of research, education, and the learning of English each year, we also train thousands of teachers to enhance the educational experience for learners. During our 500 year history, we have evolved the development and delivery of our world-class content, working with academics and educators to find new and better ways to make information accessible, so that we can continue to change people's lives through education and research.Desc
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$2,272,262,289TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document11960IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee794EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T Filed0Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryBUForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryEZForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryHKForeignCountryCd
Foreign CountryHUForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryLOForeignCountryCd
Foreign CountryPEForeignCountryCd
Foreign CountryPKForeignCountryCd
Foreign CountryRIForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryUPForeignCountryCd
Foreign CountryVMForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMrs Sally McKinlayPersonNm
Phone1865616131PhoneNum

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1Wellington SquareAddressLine1Txt
CityOxfordCityNm
Province Or StateOxfordshireProvinceOrStateNm
CountryUKCountryCd
Foreign PostalOX1 2JDForeignPostalCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
Mr N Portwood
OUP - Chief Executive/Secretary to the Delegates400Yes (X)$1,098,523$0$0
Giles Spackman
OUP - Group Finance Director400Yes (X)$657,334$0$0
Professor S Dopson
Deputy Dean of Said Business School400Yes (X)$648,070$0$0
Professor P Tufano
Dean of Said Business School400Yes (X)$622,920$0$0
Peter Marshall
OUP - Managing Director - ELT400Yes (X)$582,483$0$0
Professor L Richardson
University of Oxford, Vice-Chancellor500$566,054$0$0Yes (X)Yes (X)
Mrs Gill Aitken CB
University of Oxford, Registrar (from Sep 2018)500$301,208$0$0Yes (X)Yes (X)
Mr L Pearson
University of Oxford, Director of Finance500$241,500$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,718,092TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1266IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/ForeignAddress/AddressLine2TxtProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm
E W Beard
201 Cumnor HillOxfordUKOX2 9PJConstruction/ Building Services$15,749,763
Dell Corporation Limited
Dell House The BoulevardBracknellUKRD12 1LFInformation Technology$10,862,493Cain RoadBerkshire
Parexel International (IRL) Limited
70 Sir John Rogersons QuayDublinEIBiopharmaceutical Services$8,096,689Dublin 2
Life Technologies
Life Technologies LtdInchinnan Business ParkUKLife Sciences$6,670,4373 Fountain DrivePaisley
Kingerlee Limited
Thomas House Langford LocksOxfordUKOX5 1HRConstruction/ Building Services$6,373,197Kidlington
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K959CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$13,865,500RelatedOrganizationsAmt
Government Grants$694,371,702GovernmentGrantsAmt
All Other Contributions$217,967,728AllOtherContributionsAmt
Noncash Contributions$1,507,514NoncashContributionsAmt
Total Contributions$926,204,930TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEducation and researchDesc
Business611310BusinessCd
Total Revenue Column$1,763,933,176TotalRevenueColumnAmt
Related Or Exempt Func Income$1,759,860,760RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,072,416UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$104,687,864TotalRevenueColumnAmt
Related Or Exempt Func Income$104,687,864RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,868,621,040TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$134,357,755TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$134,357,755ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,830,945TotalRevenueColumnAmt
Related Or Exempt Func Income$60,830,945RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$25,685,037RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$25,685,037RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,685,037TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$25,685,037ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities-$483,717SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$483,717SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$483,717TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$483,717ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,324,124TotalRevenueColumnAmt
Related Or Exempt Func Income$2,324,124RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,324,124OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,017,540,114TotalRevenueColumnAmt
Related Or Exempt Func Income$1,927,703,693RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,072,416UnrelatedBusinessRevenueAmt
Exclusion$159,559,075ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$122,474,923TotalAmt
Program Services$122,474,923ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$860,420,772TotalAmt
Program Services$767,059,353ProgramServicesAmt
Management And General$84,005,066ManagementAndGeneralAmt
Fundraising$9,356,353FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$130,698,051TotalAmt
Program Services$116,516,437ProgramServicesAmt
Management And General$12,760,383ManagementAndGeneralAmt
Fundraising$1,421,231FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$77,103,144TotalAmt
Program Services$68,736,936ProgramServicesAmt
Management And General$7,527,776ManagementAndGeneralAmt
Fundraising$838,432FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,681,836TotalAmt
Program Services$4,245,322ProgramServicesAmt
Management And General$3,432,391ManagementAndGeneralAmt
Fundraising$4,123FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$272,782TotalAmt
Program Services$232,184ProgramServicesAmt
Management And General$40,598ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$87,548,439TotalAmt
Program Services$50,797,509ProgramServicesAmt
Management And General$35,995,680ManagementAndGeneralAmt
Fundraising$755,250FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,607,535TotalAmt
Program Services$5,852,203ProgramServicesAmt
Management And General$169,405ManagementAndGeneralAmt
Fundraising$585,927FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$667,453,274TotalAmt
Program Services$685,482,912ProgramServicesAmt
Management And General-$18,209,851ManagementAndGeneralAmt
Fundraising$180,213FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$73,130,751TotalAmt
Program Services$57,919,808ProgramServicesAmt
Management And General$14,586,543ManagementAndGeneralAmt
Fundraising$624,400FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,196,861TotalAmt
Program Services$873,381ProgramServicesAmt
Management And General$319,673ManagementAndGeneralAmt
Fundraising$3,807FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$92,623,294TotalAmt
Program Services$78,986,748ProgramServicesAmt
Management And General$13,633,579ManagementAndGeneralAmt
Fundraising$2,967FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$27,893,076TotalAmt
Program Services$26,037,498ProgramServicesAmt
Management And General$1,711,573ManagementAndGeneralAmt
Fundraising$144,005FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$16,771,274TotalAmt
Program Services$16,045,768ProgramServicesAmt
Management And General$625,543ManagementAndGeneralAmt
Fundraising$99,963FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$54,205,124TotalAmt
Management And General$54,205,124ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$156,727,430TotalAmt
Program Services$153,300,453ProgramServicesAmt
Management And General$3,379,110ManagementAndGeneralAmt
Fundraising$47,867FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$140,940,214TotalAmt
Program Services$127,794,842ProgramServicesAmt
Management And General$13,142,994ManagementAndGeneralAmt
Fundraising$2,378FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,435,629TotalAmt
Program Services$1,915,028ProgramServicesAmt
Management And General$1,519,999ManagementAndGeneralAmt
Fundraising$602FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Commissions-$2,074,393$1,304,304-$3,456,940$78,243
Staff Training$3,058,287$2,230,270$774,678$53,339
Dues and Subscriptions$2,577,539$1,212,002$1,272,619$92,918
Other expenses-$15,418,212-$16,755,592$1,651,207-$313,827

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,515,327,630TotalAmt
Program Services$2,272,262,289ProgramServicesAmt
Management And General$229,087,150ManagementAndGeneralAmt
Fundraising$13,978,191FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$749,033,240BOYAmt
EOY$947,738,943EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$256,774,830BOYAmt
EOY$348,824,336EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$332,674,088BOYAmt
EOY$339,258,300EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$94,840,062BOYAmt
EOY$90,246,169EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$55,734,396BOYAmt
EOY$119,439,001EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,106,071,844LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,028,078,060LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,945,013,129BOYAmt
EOY$2,077,993,784EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$972,245,601BOYAmt
EOY$1,019,114,502EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,162,346,485BOYAmt
EOY$3,390,214,425EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$133,179,021BOYAmt
EOY$136,808,473EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$89,140,306BOYAmt
EOY$105,572,881EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$188,350,738BOYAmt
EOY$561,732,630EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,979,331,896BOYAmt
EOY$9,136,943,444EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$426,308,953BOYAmt
EOY$389,724,734EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$395,175,736BOYAmt
EOY$466,860,252EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$245,106,849BOYAmt
EOY$339,320,102EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,164,181,030BOYAmt
EOY$1,693,873,795EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$796,841,616BOYAmt
EOY$635,295,258EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,027,614,184BOYAmt
EOY$3,525,074,141EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$4,951,717,712BOYAmt
EOY$5,611,869,303EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,951,717,712BOYAmt
EOY$5,611,869,303EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,979,331,896BOYAmt
EOY$9,136,943,444EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$502,212,484ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$118,314,031NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$276,253,138OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$938,389,347CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$908,259,203CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$872,135,666CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$863,192,543CurrentTaxYearMinus1YearAmt
Current Tax Year$1,030,892,794CurrentTaxYearAmt
Total$4,612,869,553TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$938,389,347CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$908,259,203CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$872,135,666CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$863,192,543CurrentTaxYearMinus1YearAmt
Current Tax Year$1,030,892,794CurrentTaxYearAmt
Total$4,612,869,553TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$83,165,586SubstantialContributorsTotAmt
Public Support Total170$4,529,703,967PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,544,916CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60,683,601CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$96,084,622CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$201,415,391CurrentTaxYearMinus1YearAmt
Current Tax Year$220,873,736CurrentTaxYearAmt
Total$604,602,266TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,360,029CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,637,928CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,016,404CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$778,104CurrentTaxYearMinus1YearAmt
Current Tax Year$4,072,416CurrentTaxYearAmt
Total$10,864,881TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,838,138CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,930,383CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,099,547CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,452,866CurrentTaxYearMinus1YearAmt
Current Tax Year$2,324,124CurrentTaxYearAmt
Total$42,645,058TotalAmt
FieldValueIRS element (for citing)
Total Support$5,270,981,758TotalSupportAmt
Gross Receipts Rltd Activities$1,759,860,760GrossReceiptsRltdActivitiesAmt
Public Support CY1700.85937PublicSupportCY170Pct
Public Support PY1700.8934PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10FormAndLineReferenceDesc
ExplanationOther income reflects exchange rate differences realised in the yearExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$1,501,705RevenuesIncludedAmt
Assets Included$124,152,839AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,495,806,393BeginningYearBalanceAmt
Contributions$138,799,838ContributionsAmt
Investment Earnings Or Losses$12,789,602InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,937,455GrantsOrScholarshipsAmt
Other Expenditures$25,228,842OtherExpendituresAmt
Administrative Expenses$4,340,476AdministrativeExpensesAmt
End Year Balance$1,597,889,060EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,331,495,474BeginningYearBalanceAmt
Contributions$67,620,688ContributionsAmt
Investment Earnings Or Losses$33,751,844InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,751,545GrantsOrScholarshipsAmt
Other Expenditures$18,666,595OtherExpendituresAmt
Administrative Expenses$3,211,479AdministrativeExpensesAmt
End Year Balance$1,396,238,387EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,208,324,243BeginningYearBalanceAmt
Contributions$55,404,401ContributionsAmt
Investment Earnings Or Losses$200,688,327InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,447,616GrantsOrScholarshipsAmt
Other Expenditures$17,016,605OtherExpendituresAmt
Administrative Expenses$2,927,608AdministrativeExpensesAmt
End Year Balance$1,431,025,142EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,112,661,555BeginningYearBalanceAmt
Contributions$45,091,688ContributionsAmt
Investment Earnings Or Losses$96,241,595InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,167,420GrantsOrScholarshipsAmt
Other Expenditures$24,665,446OtherExpendituresAmt
Administrative Expenses$4,038,656AdministrativeExpensesAmt
End Year Balance$1,214,123,316EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,127,805,445BeginningYearBalanceAmt
Contributions$55,650,742ContributionsAmt
Investment Earnings Or Losses$95,264,905InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,028,140GrantsOrScholarshipsAmt
Other Expenditures$22,042,375OtherExpendituresAmt
Administrative Expenses$4,972,765AdministrativeExpensesAmt
End Year Balance$1,237,677,812EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.742PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.258TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$126,667,831OtherCostOrOtherBasisAmt
Book Value$126,667,831BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$311,494,313InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,400,474,787OtherCostOrOtherBasisAmt
Depreciation$890,307,071DepreciationAmt
Book Value$1,821,662,029BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$40,637,197OtherCostOrOtherBasisAmt
Depreciation$25,344,169DepreciationAmt
Book Value$15,293,028BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$226,797,716OtherCostOrOtherBasisAmt
Depreciation$112,426,820DepreciationAmt
Book Value$114,370,896BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,077,993,784TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Managed Fund$3,037,728,679F
Unquoted spinout companies$182,915,603F
3rd Party Managed$169,570,143F
FieldValueIRS element (for citing)
Total Book Value Securities$3,390,214,425TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Art and historical collections$124,152,839
Buildings and equipment under construction$160,793,069
Other Assets$276,786,722
FieldValueIRS element (for citing)
Total Book Value Other Assets$561,732,630TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Amounts due to subsidiaries$32,789,385
Provision for liabilities and charges$11,645,313
FRS 17 Creditor (pension deficit)$590,860,560
FieldValueIRS element (for citing)
Total Liability$635,295,258TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4The University of Oxford collections relate to museums, libraries, and other collections. The University objectives are to make the collections a focus for research, teaching, and collection-based scholarship within the University. The collections are used as a research resource for a wide range of scholarly users, a facility for interaction between the University and the public and an active contributor to the region's cultural development. In line with government guidance, the University's gardens, libraries and museums were closed to the public in March 2020. Prior to the lockdown, over 2m visitors were welcomed in the year. During lockdown we continued to support and engage with local communities and international audiences through digital and community engagement initiatives. * "Decolonising Cultural Spaces: The Living Cultures Project", a full length documentary produced by InsightShare with the Pitt Rivers Museum, was released; * The History of Science and Pitt Rivers Museums created 3D rendering and virtual tours; * The Artists in Residence art competition at the Ashmolean Museum captured what people were thinking, feeling and making during lockdown.
Schedule D, Part V, Line 4The University has significant numbers of individual endowments to be used for specified purposes within the remit of University activities. To ensure that endowment gifts provide the greatest benefit possible and where appropriate to ensure that their charitable benefit is maintained in perpetuity the University invests unspent endowment reserves and capital in a mixture of investment vehicles. Endowment reserves fall into the following categories: * General academic * Academic posts * Scholarship funds * Support for libraries and museums * Societies * Prize funds

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3A racially discriminatory policy would be illegal within the UK so it would be unusual for the University to make such a statement. However, the University's undergraduate and postgraduate admissions websites and prospectuses make it clear that admissions decisions are taken within the framework of the University's Equality Policy and the Equality Act 2010, and specifically that "Oxford is committed to recruiting the best candidates from all backgrounds and all identities. The University is committed to fostering an inclusive culture which promotes equality and values diversity."
Schedule E, Part I, Line 6Oxford University receives various forms of grants and aid from U.K government agencies including via the Office for Students (OfS). Research funding is received from a variety of US governmental agencies. During the academic year to July 2020 this totalled $11,189,141. * National Institutes of Health USA $ 5,748,090 * United States Agency for International Development $ 1,011,322 * United States Army $ 1,006,839 * United States Air Force $ 1,005,526 * Centers for Disease Control and Prevention $ 534,695 * Air Force Research Laboratory $ 325,658 * US Department of Commerce $ 274,671 * Intelligence Advanced Research Projects Activity $ 248,558 * US Navy Region Centre Singapore $ 183,778 * US Department of Defence $ 169,807 * European Office Aerospace Research & Development $ 161,580 * Office of Naval Research $ 157,455 * United States Geological Survey $ 121,409 * Defence Advanced Research Projects Agency $ 112,769 * US Defence Threat Reduction Agency $ 52,693 * United States Department of Energy $ 34,851 * Naval Medical Research Centre $ 33,236 * National Energy Research Scientific Computing Center $ 6,204

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific2463Program ServicesEducation and Research$25,178,598
Europe (including Iceland and Greenland)621251Program ServicesEducation and Research$2,317,195,001
North America (including Canada and Mexico, but not the United States)2799Program ServicesEducation and Research$145,586,332
South Asia21165Program ServicesEducation and Research$75,669,991
FieldValueIRS element (for citing)
Total Office12TotalOfficeCnt
Total Employee23678TotalEmployeeCnt
Total Spent$2,563,629,922TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (58 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (including Iceland and Greenland)Research and Education$1,308,500Wire Transfer
Europe (including Iceland and Greenland)Research and Education$987,918Wire Transfer
Europe (including Iceland and Greenland)Research and Education$523,400Wire Transfer
Europe (including Iceland and Greenland)Research and Education$228,383Wire Transfer
Europe (including Iceland and Greenland)Research and Education$224,546Wire Transfer
Europe (including Iceland and Greenland)Research and Education$195,305Wire Transfer
Europe (including Iceland and Greenland)Research and Education$122,201Wire Transfer
Europe (including Iceland and Greenland)Research and Education$76,736Wire Transfer
Europe (including Iceland and Greenland)Research and Education$41,362Wire Transfer
Europe (including Iceland and Greenland)Research and Education$41,362Wire Transfer
Europe (including Iceland and Greenland)Research and Education$32,795Wire Transfer
Europe (including Iceland and Greenland)Research and Education$32,713Wire Transfer
Europe (including Iceland and Greenland)Research and Education$31,273Wire Transfer
Europe (including Iceland and Greenland)Research and Education$29,855Wire Transfer
Europe (including Iceland and Greenland)Research and Education$26,170Wire Transfer
Europe (including Iceland and Greenland)Research and Education$20,769Wire Transfer
Europe (including Iceland and Greenland)Research and Education$19,628Wire Transfer
Europe (including Iceland and Greenland)Research and Education$19,628Wire Transfer
Europe (including Iceland and Greenland)Research and Education$17,523Wire Transfer
Europe (including Iceland and Greenland)Research and Education$16,874Wire Transfer
Europe (including Iceland and Greenland)Research and Education$16,072Wire Transfer
Europe (including Iceland and Greenland)Research and Education$15,576Wire Transfer
Europe (including Iceland and Greenland)Research and Education$14,927Wire Transfer
Europe (including Iceland and Greenland)Research and Education$14,927Wire Transfer
Europe (including Iceland and Greenland)Research and Education$14,278Wire Transfer
Europe (including Iceland and Greenland)Research and Education$14,278Wire Transfer
Europe (including Iceland and Greenland)Research and Education$13,629Wire Transfer
Europe (including Iceland and Greenland)Research and Education$13,629Wire Transfer
Europe (including Iceland and Greenland)Research and Education$13,629Wire Transfer
Europe (including Iceland and Greenland)Research and Education$13,629Wire Transfer
Europe (including Iceland and Greenland)Research and Education$13,085Wire Transfer
Europe (including Iceland and Greenland)Research and Education$12,980Wire Transfer
Europe (including Iceland and Greenland)Research and Education$12,911Wire Transfer
Europe (including Iceland and Greenland)Research and Education$12,331Wire Transfer
Europe (including Iceland and Greenland)Research and Education$11,682Wire Transfer
Europe (including Iceland and Greenland)Research and Education$11,682Wire Transfer
Europe (including Iceland and Greenland)Research and Education$11,682Wire Transfer
Europe (including Iceland and Greenland)Research and Education$11,033Wire Transfer
Europe (including Iceland and Greenland)Research and Education$10,711Wire Transfer
Europe (including Iceland and Greenland)Research and Education$10,523Wire Transfer
Europe (including Iceland and Greenland)Research and Education$9,735Wire Transfer
Europe (including Iceland and Greenland)Research and Education$9,735Wire Transfer
Europe (including Iceland and Greenland)Research and Education$9,735Wire Transfer
Europe (including Iceland and Greenland)Research and Education$8,370Wire Transfer
Europe (including Iceland and Greenland)Research and Education$8,178Wire Transfer
Europe (including Iceland and Greenland)Research and Education$7,788Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,543Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,543Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,543Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,543Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,281Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,841Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,841Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,841Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,841Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,441Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,103Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,057Wire Transfer
FieldValueIRS element (for citing)
Total501c3 Org54Total501c3OrgCnt
Total Other Org58TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Bursaries for lower-income familiesEurope (including Iceland and Greenland)2302$7,650,963Wire Transfer
Industry-linked sponsorship bursariesEurope (including Iceland and Greenland)104$340,472Wire Transfer
Study Abroad ScholarshipsEurope (including Iceland and Greenland)33$79,387Wire Transfer
Erasmus Grant for Students/staffEurope (including Iceland and Greenland)309$830,252Wire Transfer
Hardship fundingEurope (including Iceland and Greenland)345$651,625Wire Transfer
PrizesEurope (including Iceland and Greenland)198$51,398Wire Transfer
Various grants to scholarsEurope (including Iceland and Greenland)8000$110,210,936Wire Transfer
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 2FormAndLineReferenceDesc
ExplanationScholarships are granted to students enrolled for graduate study at the University of Oxford. The scholarships normally comprise of tuition fees, college fees and a maintenance grant. The University pays the tuition fees and college fees directly from its accounts through the Finance Division to the colleges, which ensures they are used for their intended purpose. The University pays the student's maintenance termly, and each student must collect the first payment in person (with identification). Each student is required to write a report at the end of their first term of study and at the end of each academic year. This report details their academic activities and progress, and extra-curricular activities in which they are involved. The maintenance grant is used by the students to help with living costs. The amount of this grant is a recommended amount calculated by a committee of bursars and is based on average costs of rent and living costs.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (1)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Professor L Richardson
University of Oxford, Vice-Chancellor$541,971$0$0$0$24,082$0$0$0$0$0$566,053$0$0$0
Mrs Gill Aitken CB
University of Oxford, Registrar (from Sep 2018)$301,208$0$0$0$0$0$0$0$0$0$301,208$0$0$0
Mr L Pearson
University of Oxford, Director of Finance$237,297$0$0$0$4,203$0$0$0$0$0$241,500$0$0$0
Mr N Portwood
OUP - Chief Executive/Secretary to the Delegates$833,270$0$245,276$0$19,977$0$0$0$0$0$1,098,523$0$0$0
Giles Spackman
OUP - Group Finance Director$488,800$0$151,608$0$16,926$0$0$0$0$0$657,334$0$0$0
Professor S Dopson
Deputy Dean of Said Business School$648,070$0$0$0$0$0$0$0$0$0$648,070$0$0$0
Professor P Tufano
Dean of Said Business School$528,819$0$0$0$94,101$0$0$0$0$0$622,920$0$0$0
Peter Marshall
OUP - Managing Director - ELT$462,012$0$96,658$0$23,813$0$0$0$0$0$582,483$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aThe Vice Chancellor is provided with a residence for personal use. The accommodation is provided for the better performance of the VC's duties and the employment is one of the kinds for which it is customary for employers to provide accommodation for the employee. The Vice Chancellor received private healthcare insurance, including a grossed up payment for the associated tax liability. The Finance Director was provided with a taxable benefit of private healthcare insurance. Professor Tufano is provided with a residence for personal use and private healthcare insurance. These benefits were treated as taxable.
Schedule J, Part I, Line 5Nigel Portwood, Giles Spackman and Peter Marshall were paid bonuses dependent on achievement of OUP's Group and Divisional objectives, sales, surplus, and cash conversion.
Schedule J, Part I, Line 6Nigel Portwood, Giles Spackman and Peter Marshall were paid bonuses dependent on achievement of OUP's Group and Divisional objectives, sales, surplus, and cash conversion.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$869,419NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$133,441NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$99,786NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Archive of Sir William Sterndale Bennett2000$325,162Appraisal
Yes (X)Ocean Line Ephemera750$79,706Appraisal
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 3bThe University has requested an extension to the filing deadline for form 990-T.
Form 990, Part VI, Section A, Line 4During the financial year 1 August 2019 to 31 July 2020, the University made the following changes to its statutes: Statute V: Colleges, Societies, and Permanent Private Halls - to change the name of Parks College to Reuben College. Statute VI: Council - to add an additional external member of Council; increase the age limit for members from 66 to 75; allow attendance by a representative of the early career research staff; change outdated statutory cross references; and make wording gender neutral throughout. Statute XV: College Contributions Scheme and College Accounts - complete replacement of the statute to reflect the move to a new College Contributions Scheme and continuation of the previous scheme in the College Contributions Fund. Part 38 of the Schedule: Randall-MacIver Benefaction - to make the fellowships open to men as well as women, give responsibility for administration to the Humanities Divisional Board and add details regarding how fellowships are allocated. All changes to statutes require the approval of Congregation. Regulations are amended on a regular basis and are too numerous to list here.
Form 990, Part VI, Section A, Line 7aCongregation, the University's ultimate legislative body, is composed of virtually all academic staff and certain research support staff, administrators and librarians. Members of Congregation elect eleven members of Council and approve the appointment of the external members of Council.
Form 990, Part VI, Section A, Line 7bCongregation has responsibility for considering major policy issues submitted to it by Council or members of Congregation; elects members to certain University bodies, including Council; and approves changes to the University's statutes and regulations, which define the University's governance structure.
Form 990, Part VI, Section B, Line 11bOnce the University's financial statements have been signed off, a meeting is arranged with key finance/tax personnel to identify changes from the previous year's Form 990, identify changes in applicable law, agree methodology for gathering information and agree a timetable for completion and review of the Form 990. After information has been gathered, figures are prepared and reconciled to the financial statements. A review is done at this stage by key tax/finance staff to ensure accuracy and completeness. Prior to submission, a final review of the Form 990 is undertaken by key staff including the Head of Tax and the Group Tax Director on behalf of Council (the University's governing body).
Form 990, Part VI, Section B, Line 12cThe University has a conflict of interest committee, the remit of which includes ensuring that there are appropriate systems in place to promote and monitor compliance with the University's policy on conflict of interest. Committee secretaries are asked to draw the conflict of interest policy to the attention of their members on an annual basis and to remind committee members at each meeting of the requirement to declare any conflicts or potential conflicts.
Form 990, Part VI, Section B, Line 15The University has a committee to review the salaries of senior University officers. The committee includes three members who are external to the University, two members who are not employees of the University, and a member of the University whose role it is to uphold the University's statutes and policies throughout its governance and administration. This committee is responsible for setting and reviewing the remuneration of the Vice-Chancellor, Registrar, Pro-Vice-Chancellors, Heads of Division, and Director of Finance. The committee determines salaries on appointment and reviews remuneration biennially to ensure it remains appropriate. In setting senior remuneration packages the committee ensures fair (equitable), appropriate and justifiable levels of remuneration, taking account of: * the context in which the University operates and institutional performance within that context; * the remit and responsibilities of a role, and attributes required to undertake that role effectively; * the market rate in UK Universities for jobs of comparable scale and type. Benchmarking information is used and interpreted based on the scale, structure and ambition of the University. Where it is relevant the Committee may take account of evidence about the international market for comparable roles * factors in addition to the market rate which might lead to an adjustment to the salary, including: o the academic discipline of the individual; o their track record in academic and leadership roles; o internal relativities for jobs of comparable scale and type. The pattern of pay is checked against the relative size and complexity of the roles; and o retention and flight risk, where there is a clear and evidenced concern.
Form 990, Part VI, Section C, Line 19The University's governing documents can be found on the University website at https://www.admin.ox.ac.uk/statutes/. Financial statements are also available at https://www.ox.ac.uk/about/organisation/finance-and-funding?wssl=1. The University's conflict of interest policy, along with other ethical policies can be found at https://researchsupport.admin.ox.ac.uk/governance/integrity.
Form 990, Part XI, Line 9* Net exchange rate gains - $ 348,711,858 * Movement on pension liability - ($ 58,602,481) * Corporate taxes paid - ($ 6,827,883) * Other changes in net assets - ($ 7,028,352)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Oxford Univ Dev (NA) Inc
500 Fifth Avenue32nd FloorNew YorkNY10110133497066FundraisingNY501(c)(3)9N/A0
Oxford Endowment Fund
980680056Funds Management501(c)(3)11aYes (1)King Charles HousePark End StreetOxfordOxfordshireUKOX1 1JGUKThe Chancellor Master & Scholars of the University of Oxford

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
Oxford University Clinic LLP
University OfficesWellington SquareOxfordUKOX1 2JDInvestmentUKOUC Investments LtdExcluded$0-$6,128,872000.5
Project Tower Investment Sub LLP
University OfficesWellington SquareOxfordUKOX1 2JDInvestmentUKOxford University Clinic LLPExcluded$0$0000.5

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (44 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndProvince Or StateForeignAddress/ProvinceOrStateNmBusiness Name Line2RelatedOrganizationName/BusinessNameLine2TxtDirect Controlling NADirectControllingNACd
Oxford University Innovation Limited
University OfficesWellington SquareOxfordUKOX1 2JDResearchUKThe Chancellor Master & Scholars of the University of OxfordC$1,418,049$27,740,2001Yes (1)
Oxford University Innovation (Hong Kong) Limited
Level 12 Infinitus Plaza199 Des Voeuz Road CentralSheung WangHKResearchHKOxford University Innovation LimitedC$0$01Yes (1)Hong Kong
Oxford Limited
University OfficesWellington SquareOxfordUKOX1 2JDRetailUKThe Chancellor Master & Scholars of the University of OxfordC$0$624,1551Yes (1)
Oxford Mutual Limited
University OfficesWellington SquareOxfordUKOX1 2JDInsuranceUKThe Chancellor Master & Scholars of the University of OxfordC$15,702$6,227,1521Yes (1)
Oxford Said Business School Limited
University OfficesWellington SquareOxfordUKOX1 2JDEducationUKThe Chancellor Master & Scholars of the University of OxfordC$1,506,492$10,526,8831Yes (1)
Oxford University Endowment Management
King Charles HousePark End StreetOxfordUKOX1 1JDInvestment ManagementUKThe Chancellor Master & Scholars of the University of OxfordC$3,982,943$35,778,3161Yes (1)
Oxford University Fixed Assets Limited
University OfficesWellington SquareOxfordUKOX1 2JDManagementUKThe Chancellor Master & Scholars of the University of OxfordC$909,423$19,228,4081Yes (1)
Oxford University Trading Limited
University OfficesWellington SquareOxfordUKOX1 2JDRetailUKThe Chancellor Master & Scholars of the University of OxfordC$11,411,601$14,626,4131Yes (1)
Gray Laboratory Cancer Research Trust
University OfficesWellington SquareOxfordUKOX1 2JDResearchUKThe Chancellor Master & Scholars of the University of OxfordC$7,851$701,3561Yes (1)Gray Cancer Trust
University of Oxford China Office
Suite 4018 Cosco Tower181-183 Queens RoadHKFundraisingHKThe Chancellor Master & Scholars of the University of OxfordC$0$145,6561Yes (1)
Voltaire Foundation
99 Banbury RoadOxfordUKOX2 6JXPublishingUKThe Chancellor Master & Scholars of the University of OxfordC$0$78,5101Yes (1)
Oxford Advanced Research Centres Limited
University OfficesWellington SquareOxfordUKOX1 2JDManagementUKThe Chancellor Master & Scholars of the University of OxfordC$0$138,2171Yes (1)
Oxford Research South Africa Limited
University OfficesWellington SquareOxfordUKOX1 2JDManagementUKThe Chancellor Master & Scholars of the University of OxfordC$0$23,5531Yes (1)
OUC Investments Limited
University OfficesWellington SquareOxfordUKOX1 2JDManagementUKThe Chancellor Master and Scholars of the University of OxfordC$0$162,2541Yes (1)
TOF Corporate Trustee Limited
27 Park End StreetOxfordUKOX1 1HUCorporate TrusteeUKOxford University Endowment ManagementC$0$145,3091
Endowment Estates Limited
7 Albemarle StreetLondonUKW1S 4HQInvestment companyUKTOF Corporate Trustee LimitedC$0$13,463,1571Yes (1)
Project Tower Member 2
University OfficesWellington SquareOxfordUKOX1 2JDInvestment companyUKOUC LLPC$0$6,5431Yes (1)
Oxford University (Suzhou) Science & Tehnology Co Ltd
388 Ruo Shui RoadSuzhou Industrial ParkJiangsuCH215123Research ActivitiesCHOxford Advanced Research Centres LtdC$258,184$32,425,9731Yes (1)
Oxford in Berlin
co Charite Intl CooperationChariteplatz 1BerlinGM10117ManagementGMThe Chancellors Master & Scholars of the University of OxfordT$0$50,9051Yes (1)
James Martin 21st Century (UK) Trust
University OfficesWellington SquareOxfordUKOX1 2JDTrustUKT$4,473,928$96,686,04310N/A
OELT Ltd
Great Clarendon StreetOxfordUKOX2 6DPPublishingUKThe Chancellor Master & Scholars of the University of OxfordC$186,565$7,498,9321Yes (1)
Oxford Publishing Limited
Great Clarendon StreetOxfordUKOX2 6DPPublishingUKThe Chancellor Master & Scholars of the University of OxfordC$0$69,876,5171Yes (1)
Oxford Reference Limited
Great Clarendon StreetOxfordUKOX2 6DPSale of online advertisingUKThe Chancellor Master & Scholars of the University of OxfordC$480,704$997,9201Yes (1)
Oxford Information Limited
Great Clarendon StreetOxfordUKOX26DPPublishingUKThe Chancellor Master & Scholars of the University of OxfordC$6,706$19,2871Yes (1)
Oxuniprint Limited
Great Clarendon StreetOxfordUKOX2 6DPPublishingUKThe Chancellor Master & Scholars of the University of OxfordC$0$01Yes (1)
Oxford University Press Espana SA
Parque Empresarial San FernandoEdificio Atenas Esc A Planta 1aMadridSP28830PublishingSPOxford Publishing LtdC$3,070,075$45,739,7101Yes (1)
Oxford University Press Kabushiki Kaisha
Tamachi Place 3F4-17-5 ShibaTokyoJA108-8386PublishingJAThe Chancellor Master & Scholars of the University of OxfordC$544,655$12,903,8481Yes (1)
Oxford University Press (China) Ltd
39th Floor One KowloonNo 1 Wang Yuen StreetHong KongHKPublishingHKThe Chancellor Master & Scholars of the University of OxfordC$10,056,864$32,057,7911Yes (1)
Oxford University Press (Shanghai) Ltd
Rm 1201-1202 No 1305 Li Tong PlazaNorth Si Chuan RoadShanghaiCH200080PublishingCHOUP (China) LimitedC$1,631,702$6,837,1371Yes (1)
Oxford University Press GmbH
Markgraflerstrasse 2StuttgartGM70329PublishingGMOxford Publishing LtdC$885$1,156,1271Yes (1)
Oxford University Press Mexico SA de CV
Citi Center Piso 11 Insurgentes SurEsquina Hermes y MosquetaMexico CityMX03940PublishingMXOxford Publishing LimitedC$364,554$13,740,6021Yes (1)
Oxford University Press do Brasil Pub Lta
Av Jaguare 818 Galpoes 30/31cep 05346 000Sao PauloBRPublishingBROxford Publishing LimitedC$1,209,827$11,142,9371Yes (1)
Oxford University Press East Africa Limited
Upper Hill Elgon RoadPO Box 72532-00100NairobiKEPublishingKEOxford Publishing LimitedC$3,038,372$11,983,7011Yes (1)
Oxford University Press Tanzania Limited
Plot 149 Mikocheni BOld Bagamoyo RoadDar Es SalaamTZPublishingTZThe Chancellor Master & Scholars of the University of OxfordC$0$1,014,2081Yes (1)
Oxford University Press Southern Africa Pty Ltd
Vasco BoulevardN1 City GoodwoodCape TownSF7460PublishingSFThe Chancellor Master & Scholars of the University of OxfordC$1,864,759$17,639,4320.75Yes (1)
OUP Properties SA Pty Ltd
Vasco BoulevardN1 City GoodwoodCape TownSF7460PublishingSFThe Chancellor Master & Scholars of the University of OxfordC$279,095$4,039,7141Yes (1)
Oxford Yayincilik Ltd Sirketi
Degirman Sok Nida Kule No 18 K 16Kozyatagi KadikoyIstanbulTUPublishingTUOxford Publishing LimitedC$606,552$4,317,1341Yes (1)
Oxford Fajar Sdn Berhad
4 Jalan Pemaju Seksyen U1Hicom-Glenmarie Industrial ParkShah AlamMY40150PublishingMYOELT LtdC$0$10,393,2500.7Yes (1)Selangor Darul Eh
Dentingan Kejayaan Sdn Bhd
4 Jalan PemajuHicom-Glenmarie Industrial ParkShah AlamMY40150PublishingMYThe Chancellor Master & Scholars of the University of OxfordC$22,725$1,301,0971Yes (1)Selangor Darul Eh
Epigeum Ltd
Great Clarendon StreetOxfordUKOX2 6DPPublishingUKThe Chancellor Master and Scholars of the University of OxfordC$0$53,8081Yes (1)
Bab la GmbH
Markgraflerstrasse 2StuttgartGM70329PublishingGMOxford University Press GmbHC$0$1,329,4941Yes (1)
Oxford University Press (Singapore) PTE Limited
51 Goldhill Plaza16-01NovenaSN308900PublishingSNOxford Fajar Sdn BerhadC$30,276$562,6621Yes (1)
Oxford University Press Argentina SA
Edificio Central ParkCalifornia 2082 Piso 3 OficinaBuenos AiresARC1289ANNPublishingAROxford Publishing LtdC$0$92,9861Yes (1)
OUP Group Trustee Limited
Great Clarendon StreetOxfordUKOX2 6DPCoporate TrusteeUKC$0$00.50N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Oxford Univ Dev (NA) IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypecTransactionTypeTxt
Involved$233,392InvolvedAmt
Method Of Amount DeterminationDonations received from Americans for Oxford as collected by OUD (NA) IncMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Line 1aFormAndLineReferenceDesc
ExplanationOxford University conducts its exempt program activities worldwide directly and through a number of controlled entities around the World. In conducting its exempt program activities it engages in frequent transactions with controlled entities on a daily basis. Oxford University does not maintain any controlled entities in the United States.ExplanationTxt

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