EIN 98-0680056

Oxford Endownment Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
United Kingdom
State
Year formed
1945
Most recent tax filings
2022-12-01
Description
The Oxford Endowment Fund was established to administer the assets of trusts with a common goal of providing long-term support for the University of Oxford. Governed by the Universities and Colleges Act, 1943, it aims to generate investment returns for this purpose. In 2022, the Fund distributed $222,008,769 to unitholders and derived revenue from its investments. The Fund is located in the United Kingdom.
Also known as...
The Oxford Funds
Total revenues
$1,105,407,774
2022
Total expenses
$222,008,769
2022
Total assets
$6,469,244,160
2022
Num. employees
0
2022

Program areas at Oxford Endownment Fund

The Funds's purpose is to provide long-term support to The university of Oxford through its investment returns. Total distributions and redemption of investments to unitholders for The Funds for The year 2022 were $222,008,769. The Funds's revenue was derived entirely by investment income and sales of its units.

Personnel at Oxford Endownment Fund

NameTitle
Sandra RobertsonChief Investment Officer and Chief Executive Officer
Fay AshwellChief Operating Officer
Annabel MezouChief of Staff X Annabel
Chloe TaysomInvestment Director
David HarlingInvestment Director X David Harling Investment Director
...and 9 more key personnel

Financials for Oxford Endownment Fund

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$882,264,093
Investment income and dividends$222,008,769
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$1,134,912
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,105,407,774

Form 990s for Oxford Endownment Fund

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-13990View PDF
2021-122022-11-15990View PDF
2020-122021-11-15990View PDF
2019-122021-10-16990View PDF
2018-122020-02-17990View PDF
...and 7 more Form 990s

Organizations like Oxford Endownment Fund

OrganizationLocationRevenue
The Oxford Funds Endowment MasterUnited Kingdom, $1,160,660,487
Ucla FoundationLos Angeles, CA$885,107,492
University of California San Francisco Foundation (UCSF)San Francisco, CA$722,538,462
University of Nebraska FoundationLincoln, NE$570,221,175
Indiana University FoundationBloomington, IN$496,884,303
University of Colorado FoundationDenver, CO$444,580,366
Texas A&M FoundationCollege Station, TX$302,914,839
KU EndowmentLawrence, KS$404,903,174
University of Oregon FoundationEugene, OR$431,511,478
Harvard Management Private Equity CorporationBoston, MA$2,811,160,094
Data update history
January 11, 2024
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 26, 2023
Posted financials
Added Form 990 for fiscal year 2020
March 1, 2022
Posted financials
Added Form 990 for fiscal year 2019
November 11, 2021
Updated personnel
Identified 5 new personnel
Nonprofit Types
School foundationsGrantmaking organizations
Issues
Education
Characteristics
Funds one specific organizationOperates internationallyEndowed supportNo full-time employees
General information
Address
27 Park End St
United Kingdom, 00000
Website URL
ouem.co.uk/the-oxford-endowment-fund/ 
IRS details
EIN
98-0680056
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1945
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
B11: Education Single Organization Support
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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