CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD (EIN 98-6001062)
Tax period
2018-08-01 to 2019-07-31
Filed
2020-06-12
IRS object ID
202011649349301711
Schema version
2018v3.0
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)
Return2020-06-12T11:28:05-07:00ReturnTs
Tax Period End2019-07-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2018-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN986001062EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Chancellor 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)
PersonLindsay PearsonPersonNm
Person TitleDirector of FinancePersonTitleTxt
Phone1865270151PhoneNum
Signature2020-06-12SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address129.67.248.38IPv4AddressTxt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Oxford UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerLindsay PearsonPrincipalOfficerNm

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1University OfficesAddressLine1Txt
Address Line2Wellington SquareAddressLine2Txt
CityOxfordCityNm
CountryUKCountryCd
Foreign PostalOX1 2JDForeignPostalCd
FieldValueIRS element (for citing)
Gross Receipts$2,711,005,963GrossReceiptsAmt
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.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee819TotalEmployeeCnt
Total Gross UBI$778,104TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$778,104NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$821,000,060PYContributionsGrantsAmt
CY Contributions Grants$794,096,930CYContributionsGrantsAmt
PY Program Service Revenue$1,709,810,474PYProgramServiceRevenueAmt
CY Program Service Revenue$1,694,818,314CYProgramServiceRevenueAmt
PY Investment Income$25,251,721PYInvestmentIncomeAmt
CY Investment Income$137,929,266CYInvestmentIncomeAmt
PY Other Revenue$79,984,841PYOtherRevenueAmt
CY Other Revenue$84,161,453CYOtherRevenueAmt
PY Total Revenue$2,636,047,096PYTotalRevenueAmt
CY Total Revenue$2,711,005,963CYTotalRevenueAmt
PY Grants And Similar Paid$112,053,488PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$111,550,482CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,223,579,025PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,196,145,139CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$12,503,070CYTotalFundraisingExpenseAmt
PY Other Expenses$1,280,962,072PYOtherExpensesAmt
CY Other Expenses$1,594,047,026CYOtherExpensesAmt
PY Total Expenses$2,616,594,585PYTotalExpensesAmt
CY Total Expenses$2,901,742,647CYTotalExpensesAmt
PY Revenues Less Expenses$19,452,511PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$190,736,684CYRevenuesLessExpensesAmt
Total Assets BOY$8,100,591,829TotalAssetsBOYAmt
Total Assets EOY$7,979,331,896TotalAssetsEOYAmt
Total Liabilities BOY$2,877,670,172TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,027,614,184TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,222,921,657NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,951,717,712NetAssetsOrFundBalancesEOYAmt
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$2,329,803,377ExpenseAmt
Grant$111,570,482GrantAmt
Revenue$1,694,818,314RevenueAmt
DescOver 24,000 students from a diverse range of backgrounds and nationalities benefit from Oxford's resources, including 11,930 undergraduates and 11,813 postgraduates. Every year more than 14,000 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 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 1,800 academic staff, more than 5,500 research and research support staff, and over 6,100 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 2019, for the third year running, and for the eight consecutive year ranked first in the world for Clinical, Pre-Clinical and Health subjects. It is also ranked first in the world for Social Sciences, for Engineering and Technology, and for Computer Science, third in the world and first in the UK for Business and Economics, and for Arts and Humanities; third in the world and second in the UK for Life Sciences; fifth in the world and first in the UK for Education; and fifth in the world and second in the UK for Law. 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, fifth for Natural Sciences, and sixth for Engineering and Technology. Oxford is ranked fifth in the world in the QS World Rankings (2019) and seventh in the world in the Academic Ranking of World Universities compiled by Shanghai Jiao tong University (2019). Oxford is ranked second in the UK by The Sunday Times (2019), The Guardian (2019) and The Complete University Guide (2019). The excellence of Oxford's academic community is demonstrated by the inclusion of over 85 Fellows of the Royal Society and more than 175 Fellows of the British Academy. In 2019, five Oxford professors were elected to the Fellowship of the Royal Society, eight to the Fellowship of the Academy of Medical Sciences, eight to the Fellowship of the British Academy, four to the Fellowship of the Royal Academy of Engineering and four were elected to the Fellowship of the Academy of Social Sciences. Oxford University Press (OUP) is a department of the University of Oxford. It furthers the University's objective of excellence in research, scholarship, and education through publishing worldwide. With 6,000 staff across more than 50 offices, OUP is the world's largest university press with the widest global presence. OUP has a firm commitment to producing outstanding materials and services in our core markets of research, education, and the learning of English. We publish thousands of new titles each year, which are sold in approximately 200 countries and regions, and in around 90 languages. To further enhance the educational experience of our learners, we also support teachers by running professional development events worldwide. Last year, these events were attended by almost 400,000 teachers. Whether it's through primary and secondary school education texts, English language teaching (ELT) resources, children's fiction, university textbooks, scholarly monographs and journals, or dictionaries, everything we do helps 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$2,329,803,377TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document10399IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee819EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
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
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMr Lindsay PearsonPersonNm
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 (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndKey EmployeeKeyEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Professor L Richardson
University of Oxford, Vice-Chancellor35Yes (X)Yes (X)$493,645$0$0
Mr G Kerr
University of Oxford, Director of Finance35.00Yes (X)Yes (X)$295,541$0$0
Professor EG McKendrick
University of Oxford, Registrar (to Aug 2018)35.00Yes (X)Yes (X)$236,032$0$0Yes (X)
Mrs Gill Aitken CB
University of Oxford, Registrar (from Sep 2018)35Yes (X)Yes (X)$79,843$0$0
Mr N Portwood
OUP - Chief Executive/Secretary to the Delegates35$932,549$0$0Yes (X)
Professor AM Buchan
Pro-Vice-Chancellor35$810,555$0$0Yes (X)
Giles Spackman
OUP - Group Finance Director35$545,333$0$0Yes (X)
Peter Marshall
OUP - Managing Director - ELT35$514,335$0$0Yes (X)
Professor P Tufano
Dean of Said Business School35$569,644$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,477,477TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1026IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/ForeignAddress/AddressLine1TxtAddress Line2ContractorAddress/ForeignAddress/AddressLine2TxtCityContractorAddress/ForeignAddress/CityNmProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCdServicesServicesDescCompensationCompensationAmt
Dell Corporation Limited
Dell House The BoulevardCain RoadBracknellBerkshireUKRD12 1LFInformation Technology$10,960,393
E W Beard
201 Cumnor HillOxfordUKOX2 9PJConstruction/ Building Services$9,710,493
Life Technologies
Life Technologies Ltd3 Fountain DriveInchinnan Business ParkPaisleyUKLife Sciences$8,038,423
Key Travel Limited
28-32 Britannia StreetLondonUKWC1X 9JFTravel and logistics$6,778,290
Illumina Cambridge Ltd
Illumina Centre19 Granta ParkCambridgeUKCB21 6DFLife Sciences$5,744,666
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K923CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$9,575,072RelatedOrganizationsAmt
Government Grants$626,096,296GovernmentGrantsAmt
All Other Contributions$158,425,562AllOtherContributionsAmt
Noncash Contributions$18,234,299NoncashContributionsAmt
Total Contributions$794,096,930TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEducation, publishing and researchDesc
Business611310BusinessCd
Total Revenue Column$1,625,722,700TotalRevenueColumnAmt
Related Or Exempt Func Income$1,624,944,596RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$778,104UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,095,614TotalRevenueColumnAmt
Related Or Exempt Func Income$69,095,614RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,694,818,314TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$122,706,803TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$122,706,803ExclusionAmt

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$55,052,274TotalRevenueColumnAmt
Related Or Exempt Func Income$55,052,274RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$23,656,313RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$23,656,313RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,656,313TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$23,656,313ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$15,222,463SecuritiesAmt
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$15,222,463SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,222,463TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$15,222,463ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,452,866TotalRevenueColumnAmt
Related Or Exempt Func Income$5,452,866RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,452,866OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,711,005,963TotalRevenueColumnAmt
Related Or Exempt Func Income$1,754,545,350RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$778,104UnrelatedBusinessRevenueAmt
Exclusion$161,585,579ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$111,550,482TotalAmt
Program Services$111,550,482ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,477,477TotalAmt
Program Services$4,096,908ProgramServicesAmt
Management And General$344,324ManagementAndGeneralAmt
Fundraising$36,245FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$958,367,387TotalAmt
Program Services$879,602,143ProgramServicesAmt
Management And General$70,976,331ManagementAndGeneralAmt
Fundraising$7,788,913FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$145,138,950TotalAmt
Program Services$133,208,534ProgramServicesAmt
Management And General$10,750,854ManagementAndGeneralAmt
Fundraising$1,179,562FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$88,161,325TotalAmt
Program Services$80,914,467ProgramServicesAmt
Management And General$6,530,360ManagementAndGeneralAmt
Fundraising$716,498FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,275,922TotalAmt
Program Services$2,323,312ProgramServicesAmt
Management And General$3,947,928ManagementAndGeneralAmt
Fundraising$4,682FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,060,913TotalAmt
Program Services$123,447ProgramServicesAmt
Management And General$937,466ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$88,718,765TotalAmt
Program Services$52,795,784ProgramServicesAmt
Management And General$35,334,569ManagementAndGeneralAmt
Fundraising$588,412FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,762,541TotalAmt
Program Services$4,679,302ProgramServicesAmt
Management And General$467,164ManagementAndGeneralAmt
Fundraising$616,075FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$620,618,231TotalAmt
Program Services$636,028,184ProgramServicesAmt
Management And General-$15,596,462ManagementAndGeneralAmt
Fundraising$186,509FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$69,325,238TotalAmt
Program Services$56,975,594ProgramServicesAmt
Management And General$11,852,380ManagementAndGeneralAmt
Fundraising$497,264FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,189,084TotalAmt
Program Services$882,637ProgramServicesAmt
Management And General$305,680ManagementAndGeneralAmt
Fundraising$767FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$89,041,818TotalAmt
Program Services$77,724,806ProgramServicesAmt
Management And General$11,313,439ManagementAndGeneralAmt
Fundraising$3,573FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$40,716,895TotalAmt
Program Services$38,408,077ProgramServicesAmt
Management And General$2,014,434ManagementAndGeneralAmt
Fundraising$294,384FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$22,674,792TotalAmt
Program Services$21,335,553ProgramServicesAmt
Management And General$1,120,345ManagementAndGeneralAmt
Fundraising$218,894FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$40,459,817TotalAmt
Program Services$0ProgramServicesAmt
Management And General$40,459,817ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$103,745,829TotalAmt
Program Services$95,632,905ProgramServicesAmt
Management And General$8,073,025ManagementAndGeneralAmt
Fundraising$39,899FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$170,595,870TotalAmt
Program Services$146,392,699ProgramServicesAmt
Management And General$24,201,081ManagementAndGeneralAmt
Fundraising$2,090FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,446,960TotalAmt
Program Services$1,690,475ProgramServicesAmt
Management And General$1,755,731ManagementAndGeneralAmt
Fundraising$754FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Movement in pension provisions$346,823,010$0$346,823,010$0
Staff Training$3,238,616$2,161,480$983,194$93,942
Dues and Subscriptions$2,259,363$1,186,154$994,294$78,915
Commissions-$523,303$1,222,281-$1,816,469$70,885

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$21,383,335TotalAmt
Program Services-$19,131,847ProgramServicesAmt
Management And General-$2,336,295ManagementAndGeneralAmt
Fundraising$84,807FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,901,742,647TotalAmt
Program Services$2,329,803,377ProgramServicesAmt
Management And General$559,436,200ManagementAndGeneralAmt
Fundraising$12,503,070FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$382,567,167BOYAmt
EOY$749,033,240EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$187,906,239BOYAmt
EOY$256,774,830EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$426,939,954BOYAmt
EOY$332,674,088EOYAmt

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$101,002,946BOYAmt
EOY$94,840,062EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$25,888,026BOYAmt
EOY$55,734,396EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,852,001,499LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$906,988,370LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,036,228,654BOYAmt
EOY$1,945,013,129EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,277,286,017BOYAmt
EOY$972,245,601EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,181,470,996BOYAmt
EOY$3,162,346,485EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$137,106,672BOYAmt
EOY$133,179,021EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$94,916,824BOYAmt
EOY$89,140,306EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$249,278,334BOYAmt
EOY$188,350,738EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,100,591,829BOYAmt
EOY$7,979,331,896EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$433,961,986BOYAmt
EOY$426,308,953EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$390,526,664BOYAmt
EOY$395,175,736EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$280,135,426BOYAmt
EOY$245,106,849EOYAmt

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$1,281,677,072BOYAmt
EOY$1,164,181,030EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$491,369,024BOYAmt
EOY$796,841,616EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,877,670,172BOYAmt
EOY$3,027,614,184EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$5,222,921,657BOYAmt
EOY$4,951,717,712EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,222,921,657BOYAmt
EOY$4,951,717,712EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,100,591,829BOYAmt
EOY$7,979,331,896EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$190,736,684ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$284,883,491NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$365,350,752OtherChangesInNetAssetsAmt
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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$7,850,325RevenuesIncludedAmt
Assets Included$113,919,276AssetsIncludedAmt

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$1,331,495,474BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,004,029,025BeginningYearBalanceAmt
Contributions$124,574,630ContributionsAmt
Investment Earnings Or Losses$128,141,205InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,705,818GrantsOrScholarshipsAmt
Other Expenditures$30,643,445OtherExpendituresAmt
Administrative Expenses$8,001,747AdministrativeExpensesAmt
End Year Balance$1,204,393,850EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.806PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.194TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$129,330,707OtherCostOrOtherBasisAmt
Book Value$129,330,707BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$271,731,576InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,201,238,697OtherCostOrOtherBasisAmt
Depreciation$768,601,012DepreciationAmt
Book Value$1,704,369,261BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$32,151,937OtherCostOrOtherBasisAmt
Depreciation$18,956,518DepreciationAmt
Book Value$13,195,419BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$217,548,582OtherCostOrOtherBasisAmt
Depreciation$119,430,840DepreciationAmt
Book Value$98,117,742BookValueAmt

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$1,945,013,129TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Managed Funds$2,790,387,083F
Unquoted spinout companies$204,469,438F
3rd Party Managed$167,489,964F
FieldValueIRS element (for citing)
Total Book Value Securities$3,162,346,485TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Amounts due to associated undertakings$31,793,734
Provision for liabilities and charges$19,571,965
Pension Deficit Provision$745,475,917
FieldValueIRS element (for citing)
Total Liability$796,841,616TotalLiabilityAmt

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. Over 3.3 million visitors were welcomed to the University's gardens, libraries and museums in the last year. Exhibition highlights included; * Jeff Koons Exhibition at the Ashmolean Museum; * Messy Realities at the Pitt Rivers Museum; * Multaka-Oxford: an award-winning project at the Pitt Rivers Museum and the History of Science Museum which creates volunteering opportunities for people who have recently arrived in Oxford as forced migrants * The opening of the Herbarium Room at the Botanic Gardens
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 Higher Education Council for England (HEFCE). Research funding is received from a variety of US governmental agencies. During the academic year to July 2019, this totalled $9,795,416. National Institutes of Health USA $ 4,663,667 United States Agency for International Development $ 1,124,878 United States Air Force $ 979,385 United States Army $ 802,876 Centers for Disease Control and Prevention $ 367,221 Intelligence Advanced Research Projects Activity $ 315,696 US Navy Region Centre Singapore $ 256,091 US Department of Commerce $ 251,484 Air Force Research Laboratory $ 223,193 US Department of Defence $ 146,063 Office of Naval Research $ 136,449 European Office Aerospace Research & Development $ 133,282 Defence Advanced Research Projects Agency (DARPA) $ 120,768 United States Geological Survey $ 109,562 United States Department of Energy $ 103,584 US Defence Threat Reduction Agency $ 33,156 National Energy Research Scientific Computing Center $ 18,381 Naval Medical Research Centre $ 6,731 U.S. Department of State $ 2,774 National Institute of Food and Agriculture $ 176

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$26,026,754
Europe (including Iceland and Greenland)116506Program ServicesEducation and Research$2,080,224,161
North America (including Canada and Mexico, but not the United States)2799Program ServicesEducation and Research$144,303,395
South Asia21165Program ServicesEducation and Research$79,249,067
FieldValueIRS element (for citing)
Total Office7TotalOfficeCnt
Total Employee18933TotalEmployeeCnt
Total Spent$2,329,803,377TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (59 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (including Iceland and Greenland)Research and Education$1,526,750Wire Transfer
Europe (including Iceland and Greenland)Research and Education$919,570Wire Transfer
Europe (including Iceland and Greenland)Research and Education$488,560Wire Transfer
Europe (including Iceland and Greenland)Research and Education$132,143Wire Transfer
Europe (including Iceland and Greenland)Research and Education$127,026Wire Transfer
Europe (including Iceland and Greenland)Research and Education$103,431Wire Transfer
Europe (including Iceland and Greenland)Research and Education$67,004Wire Transfer
Europe (including Iceland and Greenland)Research and Education$54,189Wire Transfer
Europe (including Iceland and Greenland)Research and Education$49,320Wire Transfer
Europe (including Iceland and Greenland)Research and Education$32,825Wire Transfer
Europe (including Iceland and Greenland)Research and Education$30,535Wire Transfer
Europe (including Iceland and Greenland)Research and Education$29,704Wire Transfer
Europe (including Iceland and Greenland)Research and Education$25,444Wire Transfer
Europe (including Iceland and Greenland)Research and Education$24,428Wire Transfer
Europe (including Iceland and Greenland)Research and Education$24,428Wire Transfer
Europe (including Iceland and Greenland)Research and Education$22,813Wire Transfer
Europe (including Iceland and Greenland)Research and Education$22,813Wire Transfer
Europe (including Iceland and Greenland)Research and Education$21,809Wire Transfer
Europe (including Iceland and Greenland)Research and Education$20,598Wire Transfer
Europe (including Iceland and Greenland)Research and Education$19,229Wire Transfer
Europe (including Iceland and Greenland)Research and Education$18,321Wire Transfer
Europe (including Iceland and Greenland)Research and Education$13,934Wire Transfer
Europe (including Iceland and Greenland)Research and Education$13,934Wire Transfer
Europe (including Iceland and Greenland)Research and Education$13,934Wire Transfer
Europe (including Iceland and Greenland)Research and Education$13,328Wire Transfer
Europe (including Iceland and Greenland)Research and Education$13,328Wire Transfer
Europe (including Iceland and Greenland)Research and Education$12,722Wire Transfer
Europe (including Iceland and Greenland)Research and Education$12,299Wire Transfer
Europe (including Iceland and Greenland)Research and Education$12,214Wire Transfer
Europe (including Iceland and Greenland)Research and Education$11,510Wire Transfer
Europe (including Iceland and Greenland)Research and Education$10,905Wire Transfer
Europe (including Iceland and Greenland)Research and Education$10,905Wire Transfer
Europe (including Iceland and Greenland)Research and Education$10,602Wire Transfer
Europe (including Iceland and Greenland)Research and Education$10,299Wire Transfer
Europe (including Iceland and Greenland)Research and Education$9,693Wire Transfer
Europe (including Iceland and Greenland)Research and Education$9,693Wire Transfer
Europe (including Iceland and Greenland)Research and Education$8,481Wire Transfer
Europe (including Iceland and Greenland)Research and Education$8,376Wire Transfer
Europe (including Iceland and Greenland)Research and Education$7,780Wire Transfer
Europe (including Iceland and Greenland)Research and Education$7,722Wire Transfer
Europe (including Iceland and Greenland)Research and Education$7,328Wire Transfer
Europe (including Iceland and Greenland)Research and Education$7,328Wire Transfer
Europe (including Iceland and Greenland)Research and Education$7,203Wire Transfer
Europe (including Iceland and Greenland)Research and Education$7,182Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,718Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,664Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,664Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,664Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,473Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,403Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,361Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,318Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,107Wire Transfer
Europe (including Iceland and Greenland)Research and Education$6,058Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,863Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,452Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,452Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,452Wire Transfer
Europe (including Iceland and Greenland)Research and Education$5,011Wire Transfer
FieldValueIRS element (for citing)
Total501c3 Org55Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Bursaries for lower-income familiesEurope (including Iceland and Greenland)2284$7,153,634BACS
Industry-linked sponsorship bursariesEurope (including Iceland and Greenland)88$209,469BACS
Study Abroad ScholarshipsEurope (including Iceland and Greenland)84$153,307BACS
Erasmus Grant for StudentsEurope (including Iceland and Greenland)367$773,591BACS
Hardship fundingEurope (including Iceland and Greenland)129$405,631BACS
PrizesEurope (including Iceland and Greenland)187$46,162BACS
PG ScholarshipsEurope (including Iceland and Greenland)1124$31,978,602BACS
Various grants, scholarsEurope (including Iceland and Greenland)3000$67,174,253BACS
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
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 Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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$487,595$0$0$0$6,050$0$0$0$0$0$493,645$0$0$0
Mr G Kerr
University of Oxford, Director of Finance$291,438$0$0$0$4,103$0$0$0$0$0$295,541$0$0$0
Professor EG McKendrick
University of Oxford, Registrar (to Aug 2018)$236,032$0$0$0$0$0$0$0$0$0$236,032$0$0$0
Mrs Gill Aitken CB
University of Oxford, Registrar (from Sep 2018)$79,843$0$0$0$0$0$0$0$0$0$79,843$0$0$0
Mr N Portwood
OUP - Chief Executive/Secretary to the Delegates$761,436$0$146,953$0$24,160$0$0$0$0$0$932,549$0$0$0
Professor AM Buchan
Pro-Vice-Chancellor$347,901$0$0$0$462,654$0$0$0$0$0$810,555$0$0$0
Giles Spackman
OUP - Group Finance Director$441,385$0$87,940$0$16,008$0$0$0$0$0$545,333$0$0$0
Peter Marshall
OUP - Managing Director - ELT$424,328$0$69,637$0$20,370$0$0$0$0$0$514,335$0$0$0
Professor P Tufano
Dean of Said Business School$484,470$0$0$0$85,174$0$0$0$0$0$569,644$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 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 and the Finance Director received private healthcare insurance, including a grossed up payment for the associated tax liability. 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 M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution300ContributionCnt
Noncash Contributions Rpt F990$6,969,327NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$818,338NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$10,131,513NoncashContributionsRptF990Amt
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 Clement Attlee1$162,446Appraisal
Yes (X)Archive of David Astor1$152,675Appraisal
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 (10 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 2018 to 31 July 2019, the University made the following changes to its statutes: Statute V: Colleges, Societies, and Permanent Private Halls - to add Parks College as a society Statute VIII: Libraries, Museums and Scientific Collections, and the University Press - to make updates to the Museums Board including name changes and amendments to visitors Statute X: Degrees, Diplomas, and Certificates - to add the degree of Master of Biology Statute XVI: Property, Contracts, and Trusts - to clarify the University's policy in respect of IP generated by students 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 four 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, the Group Tax Director and the Director of Finance 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: - the academic discipline of the individual; - their track record in academic and leadership roles; - 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 - retention and flight risk, where there is a clear and evidenced concern.
Form 990, Part VI, Section C, Line 18The 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 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 9Net exchange rate gains (losses) - (361,810,002) Other changes in net assets - (3,540,752)

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 Corp Tr IdRelatedOrgTxblCorpTrGrp (39 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
Instruct Academic Services Ltd
University OfficesWellington SquareOxfordUKOX1 2JDScientificUKThe Chancellor Master & Scholars of the University of OxfordC$0$1,0531Yes (1)
Oxford University Innovation Limited
University OfficesWellington SquareOxfordUKOX1 2JDResearchUKThe Chancellor Master & Scholars of the University of OxfordC$2,876,009$20,110,0201Yes (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$1,420,9161Yes (1)
Oxford Mutual Limited
University OfficesWellington SquareOxfordUKOX1 2JDInsuranceUKThe Chancellor Master & Scholars of the University of OxfordC$1,309,341$5,126,2161Yes (1)
Oxford Said Business School Limited
University OfficesWellington SquareOxfordUKOX1 2JDEducationUKThe Chancellor Master & Scholars of the University of OxfordC$112,369$11,806,0521Yes (1)
Oxford University Endowment Management
King Charles HousePark End StreetOxfordUKOX1 1JDInvestment ManagementUKThe Chancellor Master & Scholars of the University of OxfordC$2,347,531$23,017,2831Yes (1)
Oxford University Fixed Assets Limited
University OfficesWellington SquareOxfordUKOX1 2JDManagementUKThe Chancellor Master & Scholars of the University of OxfordC$414,055$8,856,3711Yes (1)
Oxford University Trading Limited
University OfficesWellington SquareOxfordUKOX1 2JDRetailUKThe Chancellor Master & Scholars of the University of OxfordC$7,202,596$19,775,6871Yes (1)
Gray Laboratory Cancer Research Trust
University OfficesWellington SquareOxfordUKOX1 2JDResearchUKThe Chancellor Master & Scholars of the University of OxfordC$0$751,1611Yes (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$280,1291Yes (1)
Voltaire Foundation
99 Banbury RoadOxfordUKOX2 6JXPublishingUKThe Chancellor Master & Scholars of the University of OxfordC$0$399,3981Yes (1)
Oxford Advanced Research Centres Limited
University OfficesWellington SquareOxfordUKOX1 2JDManagementUKThe Chancellor Master & Scholars of the University of OxfordC$0$129,4681Yes (1)
Oxford Research South Africa Limited
University OfficesWellington SquareOxfordUKOX1 2JDManagementUKThe Chancellor Master & Scholars of the University of OxfordC$0$87,9411Yes (1)
OUC Investments Limited
University OfficesWellington SquareOxfordUKOX1 2JDManagementUKThe Chancellor Master and Scholars of the University of OxfordC$0$2,996,0941Yes (1)
James Martin 21st Century (UK) Trust
University OfficesWellington SquareOxfordUKOX1 2JDTrustUKT$4,039,588$90,269,43310N/A
OELT Ltd
Great Clarendon StreetOxfordUKOX2 6DPPublishingUKThe Chancellor Master & Scholars of the University of OxfordC$92,398$1,421,1011Yes (1)
Oxford Publishing Limited
Great Clarendon StreetOxfordUKOX2 6DPPublishingUKThe Chancellor Master & Scholars of the University of OxfordC$11,617,957$88,583,2561Yes (1)
Oxford Reference Limited
Great Clarendon StreetOxfordUKOX2 6DPSale of online advertisingUKThe Chancellor Master & Scholars of the University of OxfordC$1,258,990$1,644,2171Yes (1)
Oxford Information Limited
Great Clarendon StreetOxfordUKOX26DPPublishingUKThe Chancellor Master & Scholars of the University of OxfordC$7,082$38,5721Yes (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$2,884,482$34,390,5031Yes (1)
Oxford University Press Kabushiki Kaisha
Tamachi Place 3F4-17-5 ShibaTokyoJA108-8386PublishingJAThe Chancellor Master & Scholars of the University of OxfordC$124,207$12,625,6911Yes (1)
Oxford University Press (China) Ltd
39th Floor One KowloonNo 1 Wang Yuen StreetHong KongHKPublishingHKThe Chancellor Master & Scholars of the University of OxfordC$8,505,844$25,368,9341Yes (1)
Oxford University Press (Shanghai) Ltd
Rm 1201-1202 No 1305 Li Tong PlazaNorth Si Chuan RoadShanghaiCH200080PublishingCHOUP (China) LimitedC$472,706$4,938,0431Yes (1)
Oxford University Press GmbH
Markgraflerstrasse 2StuttgartGM70329PublishingGMOxford Publishing LtdC$0$1,420,5631Yes (1)
Oxford University Press Mexico SA de CV
Citi Center Piso 11 Insurgentes SurEsquina Hermes y MosquetaMexico CityMX03940PublishingMXOxford Publishing LimitedC$596,212$16,085,4891Yes (1)
Oxford University Press do Brasil Pub Lta
Av Jaguare 818 Galpoes 30/31cep 05346 000Sao PauloBRPublishingBROxford Publishing LimitedC$1,821,287$14,739,9981Yes (1)
Oxford University Press East Africa Limited
Upper Hill Elgon RoadPO Box 72532-00100NairobiKEPublishingKEOxford Publishing LimitedC$864,823$13,427,2951Yes (1)
Oxford University Press Tanzania Limited
Plot 149 Mikocheni BOld Bagamoyo RoadDar Es SalaamTZPublishingTZThe Chancellor Master & Scholars of the University of OxfordC$0$992,9201Yes (1)
Oxford University Press Southern Africa Pty Ltd
Vasco BoulevardN1 City GoodwoodCape TownSF7460PublishingSFThe Chancellor Master & Scholars of the University of OxfordC$2,205,612$18,083,5000.75Yes (1)
OUP Properties SA Pty Ltd
Vasco BoulevardN1 City GoodwoodCape TownSF7460PublishingSFThe Chancellor Master & Scholars of the University of OxfordC$208,519$4,513,2581Yes (1)
Oxford Yayincilik Ltd Sirketi
Degirman Sok Nida Kule No 18 K 16Kozyatagi KadikoyIstanbulTUPublishingTUOxford Publishing LimitedC$418,164$3,857,0391Yes (1)
Oxford Fajar Sdn Berhad
4 Jalan Pemaju Seksyen U1Hicom-Glenmarie Industrial ParkShah AlamMY40150PublishingMYOELT LtdC$0$12,063,7040.7Yes (1)Selangor Darul Eh
Dentingan Kejayaan Sdn Bhd
4 Jalan PemajuHicom-Glenmarie Industrial ParkShah AlamMY40150PublishingMYThe Chancellor Master & Scholars of the University of OxfordC$134,861$1,459,1601Yes (1)Selangor Darul Eh
Epigeum Ltd
Great Clarendon StreetOxfordUKOX2 6DPPublishingUKThe Chancellor Master and Scholars of the University of OxfordC$0$50,2261Yes (1)
Bab la GmbH
Markgraflerstrasse 2StuttgartGM70329PublishingGMOxford University Press GmbHC$0$726,9731Yes (1)
Oxford University Press (Singapore) PTE Limited
51 Goldhill Plaza16-01NovenaSN308900PublishingSNOxford Fajar Sdn BerhadC$33,829$348,6091Yes (1)
Oxford University Press Argentina SA
Edificio Central ParkCalifornia 2082 Piso 3 OficinaBuenos AiresARC1289ANNPublishingAROxford Publishing LtdC$586,160$6,286,2861Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
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 Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
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$5,649,285InvolvedAmt
Method Of Amount DeterminationDonations received from Americans for Oxford as collected by Oxford Univ Dec (NA)MethodOfAmountDeterminationTxt

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. Due to the volume of transactions, it would be impractical to disclose all the transactions between entities.ExplanationTxt

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