CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD (EIN 98-6001062)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2018-06-14
- IRS object ID
- 201801669349300105
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-14T10:00:06-07:00 | ReturnTs |
| Tax Period End | 2017-07-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 986001062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Chancellor Master & Scholars of the University of Oxford | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Wellington Square | AddressLine1Txt |
| City | Oxford | CityNm |
| Province Or State | Oxfordshire | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | OX1 2JD | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Giles Kerr | PersonNm |
| Person Title | Director of Finance | PersonTitleTxt |
| Phone | 1865270151 | PhoneNum |
| Signature | 2018-06-14 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 129.67.189.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oxford University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mr Giles Kerr | PrincipalOfficerNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | University of Oxford | AddressLine1Txt |
| Address Line2 | Wellington Square | AddressLine2Txt |
| City | Oxford | CityNm |
| Province Or State | Oxfordshire | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | OX1 2JD | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,353,010,685 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ox.ac.uk | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1096 | FormationYr |
| Legal Domicile Country | UK | LegalDomicileCountryCd |
| Activity Or Mission | The principal objects of the University are the advancement of learning by teaching and research and its dissemination by every means. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 845 | TotalEmployeeCnt |
| Total Gross UBI | $2,637,928 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $732,310 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $881,009,553 | PYContributionsGrantsAmt |
| CY Contributions Grants | $848,232,317 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,469,362,402 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,425,320,595 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,623,829 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,459,518 | CYInvestmentIncomeAmt |
| PY Other Revenue | $36,759,225 | PYOtherRevenueAmt |
| CY Other Revenue | $56,154,467 | CYOtherRevenueAmt |
| PY Total Revenue | $2,391,755,009 | PYTotalRevenueAmt |
| CY Total Revenue | $2,345,166,897 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $113,801,627 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $106,728,336 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,245,852,941 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,183,653,098 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $88,619 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $95,413 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,347,052 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,009,574,752 | PYOtherExpensesAmt |
| CY Other Expenses | $957,491,458 | CYOtherExpensesAmt |
| PY Total Expenses | $2,369,317,939 | PYTotalExpensesAmt |
| CY Total Expenses | $2,247,968,305 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,437,070 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $97,198,592 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,996,946,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,817,491,408 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,908,578,553 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,879,969,658 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,088,367,963 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,937,521,750 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The principal objects of the University are the advancement of learning by teaching and research and its dissemination by every means. The University of Oxford aims to lead the world in research and education. We seek to do this in ways which benefit society on a national and a global scale. Currently the University has two overarching priorities for development: * To develop the University's position as a global forum for intellectual engagement, through the proactive communication of ideas generated at Oxford and through openness to new ideas generated elsewhere. *To build on Oxford's multiple disciplinary strengths and enable collaborations in new and developing areas. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,047,336,440 | ExpenseAmt |
| Grant | $106,728,336 | GrantAmt |
| Revenue | $1,425,320,595 | RevenueAmt |
| Desc | More than 23,000 students, from a diverse range of backgrounds and nationalities, benefit from Oxford's resources. This includes 11,728 undergraduates and 10,941 postgraduates. The scale of research activity at Oxford is substantial, involving more than 70 departments, the colleges, over 1,800 academic staff, more than 5,000 research and research support staff, and over 5,900 postgraduate research students. There are currently 4,582 active research awards worth £2.8bn. 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 2017-2018, and for the seventh year running, ranked first in the world for Clinical, Pre-Clinical and Health subjects. It is also ranked first in the world for Social Sciences; third in the world and first in the UK for Computer Science, for Engineering and Technology, for Education, and for Business and Economics; third in the world and second in the UK for Life Sciences; fourth in the world and first in the UK for Arts and Humanities; and sixth 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 2017. It ranks third for Life Sciences and Social Sciences, fifth for Natural Sciences, and ninth for Engineering and Technology. Oxford is ranked sixth in the world in the QS World Rankings (2017) and seventh in the world in the Academic Ranking of World Universities compiled by Shanghai Jiaotong University (2017). Oxford is ranked second in the UK by The Sunday Times (2017), The Guardian (2017) and The Complete University Guide (2017). The excellence of Oxford's academic community is evidenced by the inclusion of 80 Fellows of the Royal Society and 100 Fellows of the British Academy. In 2017, two Oxford professors were elected to the Fellowship of the Academy of Social Sciences, three were elected to the Fellowship of the Academy of Medical Sciences, four were elected to the Fellowship of the Royal Academy of Engineering, six were elected to the Fellowship of the Royal Society, and eight were elected to the Fellowship of the British Academy. 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 52 offices, OUP is the world's largest university press with the widest global presence. OUP publishes thousands of new titles each year in its core markets of research, education and the learning of English. Its strategy is to deliver first-rate materials and services across the world, making the most of the opportunities afforded by digital technology, and with a focus on growth in emerging markets. Everything OUP does helps to change people's lives through education, whether through primary and secondary school education texts, English language teaching (ELT) resources, children's fiction, university textbooks, scholarly monographs and journals, or dictionaries. Last year, OUP published over 15,000 titles in both digital and print. These titles were published in 102 languages, and sold in 190 countries across the world. OUP also has a firm commitment to improving the learning experience and educational excellence by developing teachers. Last year, over 350,000 teachers attended its professional development events. For more information on program service accomplishments, news and events, visit: www.ox.ac.uk/news. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,047,336,440 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10007 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 845 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | BU | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | EZ | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | HU | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | LO | ForeignCountryCd |
| Foreign Country | PE | ForeignCountryCd |
| Foreign Country | PK | ForeignCountryCd |
| Foreign Country | RI | ForeignCountryCd |
| Foreign Country | RS | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | UP | ForeignCountryCd |
| Foreign Country | VM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mr Giles Kerr | PersonNm |
| Phone | 1865616131 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Wellington Square | AddressLine1Txt |
| City | Oxford | CityNm |
| Province Or State | Oxfordshire | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | OX1 2JD | ForeignPostalCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Professor L Richardson | |||||||
| University of Oxford, Vice-Chancellor | 50 | Yes (X) | Yes (X) | $469,764 | $0 | $0 | |
| Professor EG McKendrick | |||||||
| University of Oxford, Registrar | 50 | Yes (X) | Yes (X) | $273,751 | $0 | $0 | |
| Mr G Kerr | |||||||
| University of Oxford, Director of Finance | 50 | Yes (X) | $298,539 | $0 | $0 | ||
| Mr A Mellor | |||||||
| OUP Managing Director-Asia Education | 50 | $956,231 | $0 | $0 | Yes (X) | ||
| Mr N Portwood | |||||||
| OUP - Chief Executive/Secretary to the Delegates | 50 | $907,271 | $0 | $0 | Yes (X) | ||
| Mr G Spackman | |||||||
| OUP Group Finance Director | 50 | $508,473 | $0 | $0 | Yes (X) | ||
| Peter Marshall | |||||||
| Managing Director - ELT | 50 | $486,886 | $0 | $0 | Yes (X) | ||
| Professor P Tufano | |||||||
| Dean of Said Business School | 50 | $597,609 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,498,524 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1073 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/ForeignAddress/AddressLine2Txt | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|
| Mace Ltd | |||||||
| 155 Moorgate | London | UK | EC2M 6XB | Construction/ Building Services | $33,369,723 | ||
| E W Beard | |||||||
| 201 Cumnor Hill | Oxford | UK | OX2 9PJ | Construction/ Building Services | $22,957,055 | ||
| ISG Plc | |||||||
| Aldgate House | London | UK | EC3N 1AG | Construction/Building Services | $12,103,002 | 33 Aldgate High Street | |
| Dell Corporation Limited | |||||||
| Dell House The Boulevard | Bracknell | UK | RD12 1LF | Information Technology | $8,034,472 | Cain Road | Berkshire |
| Life Technologies | |||||||
| Life Technologies Ltd | Inchinnan Business Park | UK | Life Sciences | $7,894,973 | 3 Fountain Drive | Paisley | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 991 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $13,696,777 | RelatedOrganizationsAmt |
| Government Grants | $669,090,287 | GovernmentGrantsAmt |
| All Other Contributions | $165,445,253 | AllOtherContributionsAmt |
| Noncash Contributions | $4,241,401 | NoncashContributionsAmt |
| Total Contributions | $848,232,317 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Education and Research | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $1,365,293,710 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,362,655,782 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,637,928 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,026,885 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,026,885 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,425,320,595 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,459,518 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,459,518 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,280,177 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,280,177 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,480,762 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,387,867 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,092,895 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,092,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,092,895 | ExclusionAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Gross Sales Of Inventory | $1,968,043 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $455,921 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,512,122 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,512,122 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Revaluation of properties | 900099 | $22,338,890 | $22,338,890 | $0 | $0 |
| Exchange reserve | 900099 | $10,930,383 | $10,930,383 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $33,269,273 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,345,166,897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,459,744,239 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,637,928 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,552,413 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,728,336 | TotalAmt |
| Program Services | $106,728,336 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,498,524 | TotalAmt |
| Program Services | $2,549,199 | ProgramServicesAmt |
| Management And General | $1,949,325 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $940,206,938 | TotalAmt |
| Program Services | $849,250,673 | ProgramServicesAmt |
| Management And General | $83,586,208 | ManagementAndGeneralAmt |
| Fundraising | $7,370,057 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,931,244 | TotalAmt |
| Program Services | $123,759,833 | ProgramServicesAmt |
| Management And General | $12,980,778 | ManagementAndGeneralAmt |
| Fundraising | $1,190,633 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,038,969 | TotalAmt |
| Program Services | $12,304,286 | ProgramServicesAmt |
| Management And General | $734,683 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,977,423 | TotalAmt |
| Program Services | $78,688,558 | ProgramServicesAmt |
| Management And General | $8,557,072 | ManagementAndGeneralAmt |
| Fundraising | $731,793 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $904,216 | TotalAmt |
| Program Services | $904,216 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,526,757 | TotalAmt |
| Program Services | $3,351,886 | ProgramServicesAmt |
| Management And General | $5,112,463 | ManagementAndGeneralAmt |
| Fundraising | $62,408 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,446,600 | TotalAmt |
| Program Services | $939,147 | ProgramServicesAmt |
| Management And General | $498,146 | ManagementAndGeneralAmt |
| Fundraising | $9,307 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,413 | TotalAmt |
| Fundraising | $95,413 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,506,986 | TotalAmt |
| Program Services | $54,225,530 | ProgramServicesAmt |
| Management And General | $55,834,513 | ManagementAndGeneralAmt |
| Fundraising | $446,943 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,378,139 | TotalAmt |
| Program Services | $31,028,079 | ProgramServicesAmt |
| Management And General | $594,790 | ManagementAndGeneralAmt |
| Fundraising | $755,270 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,038,927 | TotalAmt |
| Program Services | $235,526,641 | ProgramServicesAmt |
| Management And General | -$33,776,548 | ManagementAndGeneralAmt |
| Fundraising | $288,834 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,968,107 | TotalAmt |
| Program Services | $71,549,913 | ProgramServicesAmt |
| Management And General | $24,889,449 | ManagementAndGeneralAmt |
| Fundraising | $528,745 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $939,877 | TotalAmt |
| Program Services | $722,002 | ProgramServicesAmt |
| Management And General | $215,606 | ManagementAndGeneralAmt |
| Fundraising | $2,269 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,363,413 | TotalAmt |
| Program Services | $111,058,134 | ProgramServicesAmt |
| Management And General | $303,566 | ManagementAndGeneralAmt |
| Fundraising | $1,713 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,887,912 | TotalAmt |
| Program Services | $59,648,539 | ProgramServicesAmt |
| Management And General | $2,888,009 | ManagementAndGeneralAmt |
| Fundraising | $351,364 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,423 | TotalAmt |
| Program Services | $22,423 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,989,669 | TotalAmt |
| Program Services | $27,004,650 | ProgramServicesAmt |
| Management And General | -$60,994 | ManagementAndGeneralAmt |
| Fundraising | $46,013 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,694,870 | TotalAmt |
| Program Services | $574,542 | ProgramServicesAmt |
| Management And General | $13,120,328 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,139,608 | TotalAmt |
| Program Services | $96,865,489 | ProgramServicesAmt |
| Management And General | $4,217,374 | ManagementAndGeneralAmt |
| Fundraising | $56,745 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,846,166 | TotalAmt |
| Program Services | $149,909,453 | ProgramServicesAmt |
| Management And General | $32,936,713 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,272,029 | TotalAmt |
| Program Services | $2,862,761 | ProgramServicesAmt |
| Management And General | $1,413,766 | ManagementAndGeneralAmt |
| Fundraising | -$4,498 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Commissions | $7,249,098 | $1,270,199 | $5,928,540 | $50,359 |
| Staff Training | $3,058,006 | $2,494,545 | $486,794 | $76,667 |
| Dues and subscriptions | $2,923,153 | $1,953,029 | $903,751 | $66,373 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$12,664,498 | TotalAmt |
| Program Services | $22,144,377 | ProgramServicesAmt |
| Management And General | -$35,029,519 | ManagementAndGeneralAmt |
| Fundraising | $220,644 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,247,968,305 | TotalAmt |
| Program Services | $2,047,336,440 | ProgramServicesAmt |
| Management And General | $188,284,813 | ManagementAndGeneralAmt |
| Fundraising | $12,347,052 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,525,873 | BOYAmt |
| EOY | $727,229,977 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,942,356 | BOYAmt |
| EOY | $210,583,694 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,524,684 | BOYAmt |
| EOY | $441,447,100 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,647,784 | BOYAmt |
| EOY | $105,441,314 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,667,042 | BOYAmt |
| EOY | $23,611,773 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,079,719,601 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $792,444,527 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,481,424,662 | BOYAmt |
| EOY | $2,287,275,074 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,109,773,259 | BOYAmt |
| EOY | $1,519,710,958 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,295,065,690 | BOYAmt |
| EOY | $1,005,882,389 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,152,305 | BOYAmt |
| EOY | $121,900,897 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,886,187 | BOYAmt |
| EOY | $100,998,063 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,336,674 | BOYAmt |
| EOY | $273,410,169 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,996,946,516 | BOYAmt |
| EOY | $6,817,491,408 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,003,813 | BOYAmt |
| EOY | $553,883,241 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,097,672 | BOYAmt |
| EOY | $371,707,239 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,052,980 | BOYAmt |
| EOY | $96,491,776 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,317,215 | BOYAmt |
| EOY | $272,231,282 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,106,873 | BOYAmt |
| EOY | $585,656,120 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,908,578,553 | BOYAmt |
| EOY | $1,879,969,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,088,367,963 | BOYAmt |
| EOY | $4,937,521,750 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,088,367,963 | BOYAmt |
| EOY | $4,937,521,750 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,996,946,516 | BOYAmt |
| EOY | $6,817,491,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $97,198,592 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $280,846,442 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$528,891,247 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $4,241,401 | RevenuesIncludedAmt |
| Assets Included | $112,513,624 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,112,661,555 | BeginningYearBalanceAmt |
| Contributions | $45,091,688 | ContributionsAmt |
| Investment Earnings Or Losses | $96,241,595 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,167,420 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,665,446 | OtherExpendituresAmt |
| Administrative Expenses | $4,038,656 | AdministrativeExpensesAmt |
| End Year Balance | $1,214,123,316 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,127,805,445 | BeginningYearBalanceAmt |
| Contributions | $55,650,742 | ContributionsAmt |
| Investment Earnings Or Losses | $95,264,905 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,028,140 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,042,375 | OtherExpendituresAmt |
| Administrative Expenses | $4,972,765 | AdministrativeExpensesAmt |
| End Year Balance | $1,237,677,812 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,004,029,025 | BeginningYearBalanceAmt |
| Contributions | $124,574,630 | ContributionsAmt |
| Investment Earnings Or Losses | $128,141,205 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,705,818 | GrantsOrScholarshipsAmt |
| Other Expenditures | $30,643,445 | OtherExpendituresAmt |
| Administrative Expenses | $8,001,747 | AdministrativeExpensesAmt |
| End Year Balance | $1,204,393,850 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,049,805,465 | BeginningYearBalanceAmt |
| Contributions | $35,234,320 | ContributionsAmt |
| Investment Earnings Or Losses | $51,190,408 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,892,899 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,127,612 | OtherExpendituresAmt |
| Administrative Expenses | $7,767,595 | AdministrativeExpensesAmt |
| End Year Balance | $1,082,442,087 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $838,178,379 | BeginningYearBalanceAmt |
| Contributions | $60,735,949 | ContributionsAmt |
| Investment Earnings Or Losses | $118,018,094 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,225,075 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,762,136 | OtherExpendituresAmt |
| Administrative Expenses | $7,650,692 | AdministrativeExpensesAmt |
| End Year Balance | $970,294,519 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.825 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.175 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $111,285,354 | OtherCostOrOtherBasisAmt |
| Book Value | $111,285,354 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $619,940,424 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,015,922,547 | OtherCostOrOtherBasisAmt |
| Depreciation | $626,697,865 | DepreciationAmt |
| Book Value | $2,009,165,106 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $39,643,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,964,599 | DepreciationAmt |
| Book Value | $26,678,628 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $204,115,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $111,910,988 | DepreciationAmt |
| Book Value | $92,204,713 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $88,812,348 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,871,075 | DepreciationAmt |
| Book Value | $47,941,273 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,287,275,074 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Non-directional | $767,423,445 | F |
| Private Equity | $123,547,280 | F |
| Unquoted spinout companies | $114,911,664 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,005,882,389 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension deficit | $282,617,981 |
| Amounts due to subsidiaries | $259,761,798 |
| Provision for liabilities and charges | $34,208,764 |
| Other long term liabilities | $9,067,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $585,656,120 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | The 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. The tens of millions of objects in the University's collections provide a resource of international importance for scholars and the public. The University's gardens, libraries and museums offer extensive programmes of public events, including talks, tours and family-friendly activities. Earlier this year the Mindgrowing campaign was launched, a major programme to encourage people to explore the many wonders of Oxford's collections, with a particular focus on encouraging access by local families. In February 2017, a cross-collections trail, Out in Oxford, was launched to celebrate diversity and LGBTQ+ History Month. The Sensing Culture project has seen the community outreach team work with the RNIB to develop new tools and services to support blind and partially sighted people to engage with the collections. The gardens, libraries and museums host a wide range of exhibitions each year. In 2016/17, highlights included 'Power and Protection' at the Ashmolean, the first major exhibition to explore the supernatural in Islamic art; 'Back from the Dead' at the Museum of the History of Science, celebrating the 75th anniversary of the first human trials of penicillin, conducted in Oxford; 'Identity without Borders' at the Pitt Rivers, co-curated by refugees to share stories from their home countries; and 'Raphael: the drawings' featuring original research from the Ashmolean and the University of Kent. The collections also work closely with the academic divisions to give insights into the latest research and scholarship. The Brain Diaries exhibition at the Museum of Natural History was developed in partnership with Oxford Neuroscience. It charts the fascinating changes that take place in the brain with each new chapter of life and features specimens from the museum's collections. The hugely successful Super Science Saturday events at the Museum of Natural History and late-night Live Fridays at the Ashmolean Museum continued, including Science Behind the Headlines, LinguaMania produced with the Creative Multilingualism programme, and FRIGHTFriday developed with The Oxford Research Centre in the Humanities, which was also the finale for the national 2016 Being Human Festival. |
| Schedule D, Part V, Line 4 | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | A 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 "Decisions on the admission of students will be based solely on the individual merits of each candidate". |
| Schedule E, Part I, Line 6 | Oxford 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 2017, this totalled $9,700,928. National Institutes of Health $5,364,945 Intelligence Advanced Research Projects Activity $821,761 United States Air Force $739,962 United States Agency for International Development $505,554 Defence Advanced Research Projects Agency $372,033 European Office Aerospace Research & Development $328,389 United States Army $298,927 Air Force Research Laboratory $226,278 United States Department of Energy $205,246 Office of Naval Research $147,392 US Navy Region Centre Singapore $120,069 Armed Forces Research Institute of Medical Sciences $101,864 US Department of Defence $94,318 United States Geological Survey $92,477 Air Force Office of Scientific Research $67,061 National Science Foundation $65,876 US Defence Threat Reduction Agency $64,551 Institute of Museum and Library Services $43,872 National Institute of Food and Agriculture $30,460 US Department of Commerce $9,892 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 2 | 458 | Program Services | Education and research | $30,287,239 |
| Europe (including Iceland and Greenland) | 1 | 14437 | Program Services | Education and Research | $2,081,362,676 |
| North America (including Canada and Mexico, but not the United States) | 2 | 759 | Program Services | Education and Research | $161,158,539 |
| South Asia | 2 | 1099 | Program Services | Education and Research | $93,595,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 7 | TotalOfficeCnt |
| Total Employee | 16753 | TotalEmployeeCnt |
| Total Spent | $2,366,404,130 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (75 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (including Iceland and Greenland) | Research and Education | $1,319,000 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $932,533 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $527,600 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $95,081 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $87,884 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $71,865 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $67,414 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $58,806 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $54,316 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $46,165 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $35,558 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $32,975 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $32,975 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $21,685 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $18,466 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $17,838 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $16,245 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $15,945 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $15,511 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $14,653 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $14,432 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $14,334 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $14,130 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $14,034 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $14,016 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $13,190 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $13,190 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $12,531 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $12,104 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $11,786 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $11,467 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $11,080 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $10,830 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $10,552 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $10,193 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $10,193 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $10,193 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $9,576 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $9,556 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $9,556 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $9,556 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $9,357 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $9,238 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $9,180 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $8,919 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $8,178 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $8,110 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $7,731 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $7,568 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $7,091 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $7,091 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $7,091 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $7,008 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $7,008 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $6,689 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $6,595 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $6,537 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $6,426 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $6,371 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $6,094 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,909 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,909 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,734 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,734 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,734 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,566 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,276 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,276 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,276 | Wire transfer |
| North America (including Canada and Mexico, but not the United States) | Research and Education | $5,273 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,102 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,097 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,097 | Wire transfer |
| Europe (including Iceland and Greenland) | Research and Education | $5,078 | Wire transfer |
| Middle East and North Africa | Research and Education | $5,012 | Wire transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 59 | Total501c3OrgCnt |
| Total Other Org | 19 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Bursaries for lower-income families | Europe (including Iceland and Greenland) | 2290 | $8,181,394 | BACS |
| Industry-linked sponsorship bursaries | Europe (including Iceland and Greenland) | 91 | $310,625 | BACS |
| Hardship funding/Dyslexia | Europe (including Iceland and Greenland) | 54 | $148,508 | BACS |
| Study Abroad Scholarships | Europe (including Iceland and Greenland) | 102 | $174,279 | BACS |
| Erasmus Grant for Students | Europe (including Iceland and Greenland) | 348 | $847,107 | BACS |
| Hardship funding | Europe (including Iceland and Greenland) | 53 | $189,936 | BACS |
| PG Scholarships | Europe (including Iceland and Greenland) | 1011 | $24,002,940 | BACS |
| Various grants, scholars | Europe (including Iceland and Greenland) | 2850 | $70,304,765 | BACS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Scholarships 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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susannah Forkun | PersonNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Tod House | AddressLine1Txt |
| Address Line2 | Wheatley Road | AddressLine2Txt |
| City | Oxford | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | OX33 1EH | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising consultancy | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $95,413 | RetainedByContractorAmt |
| Net To Organization | -$95,413 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $95,413 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$95,413 | TotalNetToOrganizationAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Professor L Richardson | ||||||||||||||
| University of Oxford, Vice-Chancellor | $463,766 | $0 | $0 | $0 | $5,998 | $0 | $0 | $0 | $0 | $0 | $469,764 | $0 | $0 | $0 |
| Professor EG McKendrick | ||||||||||||||
| University of Oxford, Registrar | $273,751 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $273,751 | $0 | $0 | $0 |
| Mr G Kerr | ||||||||||||||
| University of Oxford, Director of Finance | $294,079 | $0 | $0 | $0 | $4,460 | $0 | $0 | $0 | $0 | $0 | $298,539 | $0 | $0 | $0 |
| Mr A Mellor | ||||||||||||||
| OUP Managing Director-Asia Education | $402,499 | $0 | $67,632 | $0 | $486,100 | $0 | $0 | $0 | $0 | $0 | $956,231 | $0 | $0 | $0 |
| Mr N Portwood | ||||||||||||||
| OUP - Chief Executive/Secretary to the Delegates | $776,015 | $0 | $103,467 | $0 | $27,789 | $0 | $0 | $0 | $0 | $0 | $907,271 | $0 | $0 | $0 |
| Mr G Spackman | ||||||||||||||
| OUP Group Finance Director | $434,785 | $0 | $56,157 | $0 | $17,531 | $0 | $0 | $0 | $0 | $0 | $508,473 | $0 | $0 | $0 |
| Peter Marshall | ||||||||||||||
| Managing Director - ELT | $427,646 | $0 | $37,111 | $0 | $22,129 | $0 | $0 | $0 | $0 | $0 | $486,886 | $0 | $0 | $0 |
| Professor P Tufano | ||||||||||||||
| Dean of Said Business School | $509,630 | $0 | $0 | $0 | $87,979 | $0 | $0 | $0 | $0 | $0 | $597,609 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | The Vice Chancellor is provided with 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 VC is also provided with first class travel to enable her to work while she is travelling. |
| Schedule J, Part I, Line 5 | Nigel Portwood, Adrian Mellor, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 200 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,867,026 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Archive of D Healy | 60 | $99,809 | Appraisal |
| Yes (X) | Ocean Liner Ephemera | 500 | $43,742 | Appraisal |
| Yes (X) | Brookings Institute Archive | 200 | $39,570 | Appraisal |
| Yes (X) | Other Archives | 150 | $191,255 | Appraisal |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 4 | During the financial year 1 August 2016 to 31 July 2017, the University made the following changes to its statutes: Statute II: Membership of the University - to introduce arrangements for matriculation in absence. Statute VI: Council - to change the name of the research committee to the research and innovation committee. Statute XI: University Discipline - to reflect changes to statute XII (see below). Statute XII: Academic staff and the Visitatorial Board - to provide for a more proportionate and efficient means of managing employment of staff within the University. Statute XIV: Employment of academic and support staff by the University - to reflect changes to statute XII (see above) and to amend the coverage of the employer-justified retirement age and the age at which it is set. Statute XV: College contributions scheme and college accounts - amended to reflect the current declarations requirements of college auditors. 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 B, Line 11b | Once the University's financial statements have been signed off, a meeting is arranged with key finance/tax employees to identify changes to 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 all detail is captured. A meeting is held with the University's Director of Finance to discuss specific aspects of the Form 990. Prior to submission, a final review of the Form 990 is undertaken by key staff including the Director of Finance on behalf of Council (the University's governing body). |
| Form 990, Part VI, Section B, Line 12c | The 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. The University's internal auditors have undertaken a review of the University's conflict of interest policy and the processes in place to ensure compliance with the policy. The review concluded that the University has a clear policy and is committed to managing its conflicts and ensuring compliance. A number of recommendations were made to further embed arrangements for recognising and managing conflicts of interest, which are currently being implemented by the conflict of interest committee. |
| Form 990, Part VI, Section B, Line 15 | The University has a committee to review the salaries of senior University officers. The committee includes three members who are external to the University and two members who are not subject to arrangements with regard to their personal salary which are determined by any process involving an individual whose salary is covered by the remit of the committee. The committee makes recommendations to Council on the salaries on appointment of the Vice-Chancellor, the Registrar, and the Director of Finance; reviews the salaries of each of those office-holders with effect from the 1 October closest to two calendar years after the starting salaries were set for each office-holder; and reviews the salaries of each office-holder every two years thereafter. The committee is also responsible, on the recommendation of a panel of the personnel committee, for: * Determining the salaries on appointment of the Pro-Vice-Chancellors with special responsibility for designated functions and of the Heads of Divisions; * Reviewing the salaries of each of those office-holders with effect from the 1 October closest to two calendar years after the starting salaries were set for each office-holder; and * Reviewing the salaries of each office-holder every two years thereafter. In carrying out reviews the committee considers whether there have been any significant changes in the duties of, or any significant developments associated with, the offices concerned since the salaries of the holders of the offices were last determined; and ensures that the views of the officeholders concerned and the views of the officers to whom those officeholders are responsible have been solicited. |
| Form 990, Part VI, Section C, Line 19 | The 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 (losses) - ($508,440,281). Other changes in net assets - ($20,450,966) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Oxford Univ Dev (NA) Inc | |||||||||||||||||||
| 500 Fifth Avenue | 32nd Floor | New York | NY | 10110 | 133497066 | Fundraising | NY | 501(c)(3) | 9 | N/A | 0 | ||||||||
| Oxford Endowment Fund | |||||||||||||||||||
| 980680056 | Funds Management | 501(c)(3) | 11a | Yes (1) | King Charles House | Park End Street | Oxford | Oxfordshire | UK | OX1 1JG | UK | The Chancellor Master & Scholars of the University of Oxford | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (39 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt | Province Or StateForeignAddress/ProvinceOrStateNm | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Instruct Academic Services Ltd | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Scientific | UK | The Chancellor Master & Scholars of the University of Oxford | C | $0 | $1,274,154 | 1 | Yes (1) | |||
| Oxford University Innovation Limited | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Research | UK | The Chancellor Master & Scholars of the University of Oxford | C | $1,506,298 | $17,426,628 | 1 | Yes (1) | (previously Isis Innovation) | ||
| Oxford University Innovation (Hong Kong) Limited | |||||||||||||||
| Level 12 Infinitus Plaza | 199 Des Voeuz Road Central | Sheung Wang | HK | Research | HK | Oxford University Innovation Limited | C | $254,567 | $226,868 | 1 | Yes (1) | Hong Kong | |||
| Oxford Limited | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Retail | UK | The Chancellor Master & Scholars of the University of Oxford | C | $203,126 | $1,423,201 | 1 | Yes (1) | |||
| Oxford Mutual Limited | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Insurance | UK | The Chancellor Master & Scholars of the University of Oxford | C | $58,036 | $4,274,879 | 1 | Yes (1) | |||
| Oxford Said Business School Limited | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Education | UK | The Chancellor Master & Scholars of the University of Oxford | C | $1,530,040 | $13,211,104 | 1 | Yes (1) | |||
| Oxford University (Beijing) Science & Technology Co Ltd | |||||||||||||||
| 20th Floor Kerry Centre N Tower | 1 Guanghua Road | Chaoyand District | CH | Research | CH | The Chancellor Master & Scholars of the University of Oxford | C | $81,593 | $1,421,840 | 1 | Yes (1) | Beijing | |||
| Oxford University Endowment Management | |||||||||||||||
| King Charles House | Park End Street | Oxford | UK | OX1 1JD | Investment Management | UK | The Chancellor Master & Scholars of the University of Oxford | C | $3,693,200 | $15,140,801 | 1 | Yes (1) | |||
| Oxford University Fixed Assets Limited | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Management | UK | The Chancellor Master & Scholars of the University of Oxford | C | $189,936 | $11,740,419 | 1 | Yes (1) | |||
| Oxford University Trading Limited | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Retail | UK | The Chancellor Master & Scholars of the University of Oxford | C | $5,704,675 | $16,520,475 | 1 | Yes (1) | |||
| Gray Laboratory Cancer Research Trust | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Research | UK | The Chancellor Master & Scholars of the University of Oxford | C | $38,251 | $1,076,304 | 1 | Yes (1) | Gray Cancer Trust | ||
| University of Oxford China Office | |||||||||||||||
| Suite 4018 Cosco Tower | 181-183 Queens Road | HK | Fundraising | HK | The Chancellor Master & Scholars of the University of Oxford | C | $0 | $90,647 | 1 | Yes (1) | |||||
| Voltaire Foundation | |||||||||||||||
| 99 Banbury Road | Oxford | UK | OX2 6JX | Publishing | UK | The Chancellor Master & Scholars of the University of Oxford | C | $11,871 | $898,920 | 1 | Yes (1) | ||||
| Oxford University Innovation Centres | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Research | UK | The Chancellor Master & Scholars of the University of Oxford | C | $0 | $0 | 1 | Yes (1) | |||
| Oxford Advanced Research Centres Limited | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Research | UK | The Chancellor Master & Scholars of the University of Oxford | C | $0 | $134,538 | 1 | Yes (1) | |||
| Oxford Research South Africa Limited | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Research | UK | The Chancellor Master & Scholars of the University of Oxford | C | $0 | $38,251 | 1 | Yes (1) | |||
| James Martin 21st Century (UK) Trust | |||||||||||||||
| University Offices | Wellington Square | Oxford | UK | OX1 2JD | Trust | UK | T | $1,688,436 | $91,172,414 | 1 | 0 | N/A | |||
| OELT Ltd | |||||||||||||||
| Great Clarendon Street | Oxford | UK | OX2 6DP | Publishing | UK | The Chancellor Master & Scholars of the University of Oxford | C | $208,792 | $881,724 | 1 | Yes (1) | ||||
| Oxford Publishing Limited | |||||||||||||||
| Great Clarendon Street | Oxford | UK | OX2 6DP | Publishing | UK | The Chancellor Master & Scholars of the University of Oxford | C | $22,362,326 | $69,670,899 | 1 | Yes (1) | ||||
| Oxford Reference Limited | |||||||||||||||
| Great Clarendon Street | Oxford | UK | OX2 6DP | Sale of online advertising | UK | The Chancellor Master & Scholars of the University of Oxford | C | $454,947 | $846,313 | 1 | Yes (1) | ||||
| Oxford Information Limited | |||||||||||||||
| Great Clarendon Street | Oxford | UK | OX26DP | Publishing | UK | The Chancellor Master & Scholars of the University of Oxford | C | $10,001 | $18,916 | 1 | Yes (1) | ||||
| Oxuniprint Limited | |||||||||||||||
| Great Clarendon Street | Oxford | UK | OX2 6DP | Publishing | UK | The Chancellor Master & Scholars of the University of Oxford | C | $242,792 | $221,591 | 1 | Yes (1) | ||||
| Oxford University Press Espana | |||||||||||||||
| Parque Empresarial San Fernando | Edificio Atenas Esc A Planta 1a | Madrid | SP | 28830 | Publishing | SP | Oxford Publishing Ltd | C | $6,704,850 | $51,018,534 | 1 | Yes (1) | |||
| Oxford University Press Kabushiki Kaisha | |||||||||||||||
| Tamachi Place 3F | 4-17-5 Shiba | Tokyo | JA | 108-8386 | Publishing | JA | The Chancellor Master & Scholars of the University of Oxford | C | $709,403 | $13,872,192 | 1 | Yes (1) | |||
| Oxford University Press (China) Ltd | |||||||||||||||
| 18/F Warwick House East | Taikoo Place 979 Kings Road | Hong Kong | HK | Publishing | HK | The Chancellor Master & Scholars of the University of Oxford | C | $9,931,396 | $19,920,742 | 1 | Yes (1) | ||||
| Oxford University Press (Shanghai) Ltd | |||||||||||||||
| Suite 13 Tower E2 Oriental Plaza | 1 East Chang An Avenue | Beijing | CH | 100738 | Services company | CH | OUP (China) Limited | C | $542,827 | $4,231,253 | 1 | Yes (1) | |||
| Oxford University Press GmbH | |||||||||||||||
| Lise Meitner Strasse 1 | Berlin | GM | 1 0589 | Services company | GM | Oxford Publishing Ltd | C | $0 | $6,382,653 | 1 | Yes (1) | ||||
| Oxford University Press Mexico SA de CV | |||||||||||||||
| Antonio Caso 142 | Col San Rafael Del Cuauhtemoc | Mexico City | MX | Publishing | MX | Oxford Publishing Limited | C | $2,235,610 | $16,744,737 | 1 | Yes (1) | ||||
| Oxford University Press do Brasil Pub Lta | |||||||||||||||
| Av Jaguare 818 Galpoes 30/31 | cep 05346 000 | Sao Paulo | BR | Publishing | BR | Oxford Publishing Limited | C | $5,338,055 | $19,141,168 | 1 | Yes (1) | ||||
| Oxford University Press East Africa Limited | |||||||||||||||
| Upper Hill Elgon Road | PO Box 72532-00100 | Nairobi | KE | Publishing | KE | Oxford Publishing Limited | C | $1,524,988 | $10,789,053 | 1 | Yes (1) | ||||
| Oxford University Press Tanzania Limited | |||||||||||||||
| Plot 149 Mikocheni B | Old Bagamoyo Road | Dar Es Salaam | TZ | Publishing | TZ | The Chancellor Master & Scholars of the University of Oxford | C | $0 | $1,662,144 | 1 | Yes (1) | ||||
| Oxford University Press Southern Africa (Prop) Ltd | |||||||||||||||
| Vasco Boulevard | N1 City Goodwood | Cape Town | SF | 7460 | Publishing | SF | The Chancellor Master & Scholars of the University of Oxford | C | $5,704,349 | $25,134,285 | 0.75 | Yes (1) | |||
| Oxford University Press SA (Properties) Ltd | |||||||||||||||
| Vasco Boulevard | N1 City Goodwood | Cape Town | SF | 7460 | Publishing | SF | The Chancellor Master & Scholars of the University of Oxford | C | $136,808 | $5,037,241 | 1 | Yes (1) | |||
| Oxford Yayincilik Ltd | |||||||||||||||
| Neset Omer Sokak 4/4 | 34710 Kadikoy | Istanbul | TU | Publishing | TU | Oxford Publishing Limited | C | $1,713,691 | $8,856,018 | 1 | Yes (1) | ||||
| Oxford Fajar Sdn Berhad | |||||||||||||||
| 4 Jalan Pemaju Seksyen U1 | Hicom-Glenmarie Industrial Park | Shah Alam | MY | 40150 | Publishing | MY | OELT Ltd | C | $440,199 | $7,831,900 | 0.7 | Yes (1) | Selangor Darul Eh | ||
| Dentingan Kejayaan Sdn Bhd | |||||||||||||||
| 4 Jalan Pemaju | Hicom-Glenmarie Industrial Park | Shah Alam | MY | 40150 | Publishing | MY | The Chancellor Master & Scholars of the University of Oxford | C | $0 | $5,947,649 | 1 | Yes (1) | Selangor Darul Eh | ||
| Epigeum Ltd | |||||||||||||||
| 1 Kensington Cloisters | 5 Kensington Church Street | London | UK | W8 4LD | Publishing | UK | The Chancellor Master and Scholars of the University of Oxford | C | $8,209,569 | $610,937 | 1 | Yes (1) | |||
| Babla | |||||||||||||||
| Alter Fischmarkt 5 | 20457 | Hamburg | GM | Publishing | GM | Oxford University Press GmbH | C | $171,930 | $682,622 | 1 | Yes (1) | ||||
| Oxford University Press (Singapore) PTE Limited | |||||||||||||||
| 51 Goldhill Plaza | 16-01 | Novena | SN | 308900 | Publishing | SN | Oxford Fajar Sdn Berhad | C | $31,048 | $230,729 | 1 | Yes (1) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oxford Univ Dev (NA) Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionTypeTxt |
| Involved | $19,254,905 | InvolvedAmt |
| Method Of Amount Determination | Donations received from Americans for Oxford as collected by Oxford Univ Dev (NA) Inc | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 1a | FormAndLineReferenceDesc |
| Explanation | Oxford 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. Transactions between non-US entities have not been disclosed. Oxford University does not maintain any controlled entities in the United States. | ExplanationTxt |
Comments