The Oxford Funds
100% goes to programs Strong reserves Declining revenue
The Oxford Funds is a 501(c)(3) organization, registered in 2011, with $432,086,659 in FY2024 revenue. CharityIndex grades it B, and it directs about 100% of spending to programs.
Oxford Ox11hu, United Kingdom, 00000 EIN 98-0680056 Since 2011
Revenue (FY2024)
$432.1M
▲ 38.7% vs prior year
International median: $227K
Expenses (FY2024)
$283.7M
Net assets
$7.5B
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 4 of 4 criteria.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →A+Program efficiency40% of the rating100% to programs
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For The Oxford Funds: 100% to programs earns a A+ on this criterion. See the exact thresholds →
B+Financial health25% of the rating317 mo reserves · +34% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For The Oxford Funds: 317 mo reserves · +34% margin earns a B+ on this criterion. See the exact thresholds →
CGovernance25% of the rating2 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For The Oxford Funds: 2 of 6 checks met earns a C on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For The Oxford Funds: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
The oxford funds was established to collectively administer the assets of trusts that share a common purpose of providing long-term support for the university of oxford.
Contact & location
- Address
- Oxford Ox11hu, United Kingdom, 00000
- City
- —
- State
- —
- Subcategory
- Support Foundations & Fundraising
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $417.8M (FY2014) to $432.1M (FY2024) across 7 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $31.9MNet assets $7.5B
Operating margin
34.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$7.5B
Total liabilities
$31.9M
Net assets
$7.5B
Salaries & benefits
$0
0% of expenses
Board members
1
1 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $432,086,659▲38.7% | $283,678,855▲6.4% | $7,483,228,665▲8.3% | $7,515,083,144▲8.4% | 990 |
| 2023 | $311,451,608▼71.8% | $266,670,631▲20.1% | $6,911,732,053▲7.0% | $6,931,123,634▲7.1% | 990 |
| 2022 | $1,105,407,774▲50.1% | $222,008,769▲4.4% | $6,462,420,905▼6.5% | $6,469,244,160▼9.5% | 990 |
| 2021 | $736,357,819▲45.0% | $212,608,535▲20.9% | $6,914,027,136▲18.9% | $7,149,014,147▲19.4% | 990 |
| 2020 | $507,723,958▼27.9% | $175,879,649▲61.9% | $5,817,218,319▲63.8% | $5,986,218,448▲66.2% | 990 |
| 2015 | $703,899,279▲68.5% | $108,663,810▲16.0% | $3,551,273,225▲15.4% | $3,602,360,839▲8.7% | 990 |
| 2014 | $417,831,879 | $93,671,507 | $3,078,352,161 | $3,314,798,645 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Mstrs Schlrs of Univ | Of Oxford | 0 | — |
Top vendors & contractors (FY2015)
| Contractor | Services | Paid |
|---|---|---|
| Oxford University Endowment Mgmt Lt | Investment Manager | $12,883,775 |
| Proa Partners Pte Ltd | Investment Manager | $1,699,075 |
| Citco Fund Services | Fund Administrator | $1,374,839 |
| Savills Uk Ltd | Real Estate Manager | $662,747 |
| Mission Value Partners | Investment Manager | $616,941 |
Frequently asked questions
- Is The Oxford Funds a legitimate nonprofit?
- Yes. The Oxford Funds is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 98-0680056.
- What is The Oxford Funds's EIN?
- The Oxford Funds's Employer Identification Number (EIN) is 98-0680056.
- How much revenue does The Oxford Funds report?
- The Oxford Funds reported $432,086,659 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of The Oxford Funds's spending goes to programs?
- The Oxford Funds spends about 100% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does The Oxford Funds have?
- CharityIndex grades The Oxford Funds B, based on program efficiency and fundraising cost.
- How much does The Oxford Funds's highest-paid employee make?
- The highest reported compensation on The Oxford Funds's latest Form 990 is $0, paid to Mstrs Schlrs of Univ (Of Oxford).
Explore more
Data for The Oxford Funds (EIN 98-0680056) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.