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← CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD

Form 990 for tax year 2024

Filed by CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD.

Totals

Total revenue
$3,757,234,011
Total expenses
$3,861,178,321
Contributions and grants received
$1,084,821,197
Grants paid
$200,715,330
Program service revenue
$2,288,240,152
Investment income
$255,894,529
Other revenue
$128,278,133
Total assets, end of year
$12,395,980,006
Total liabilities, end of year
$3,487,267,887
Net assets or fund balances, end of year
$8,908,712,119
Program services expenses (Part IX)
$3,748,014,533
Management and general expenses
$85,229,608
Fundraising expenses
$27,934,180
Program service expenses (Part III)
$3,478,071,295

Program services were 97.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $65,381,275

  • 1e · Government grants (contributions)

    $802,781,692

  • 1f · All other contributions, gifts and grants

    $216,658,230

  • 1g · Noncash contributions included above

    $4,973,950

  • 2a · Program service revenue: Education

    total $783,914,138 · related or exempt $783,914,138 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Research

    total $580,614,208 · related or exempt $580,614,208 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Publishing

    total $768,871,737 · related or exempt $765,892,389 · unrelated business $2,979,348

  • 2d · Program service revenue: Sales and Services

    total $25,861,182 · related or exempt $25,861,182 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: Other Project Income

    total $17,123,351 · related or exempt $17,123,351 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $111,855,536 · related or exempt $111,855,536 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $255,852,598 · related or exempt $0 · unrelated business $5,483,448 · excluded $250,369,150

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $88,843,902 · related or exempt $0 · unrelated business $0 · excluded $88,843,902

  • 6a · Gross rents

    real property $33,685,634 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $33,685,634 · personal property $0

  • 6d · Net rental income or loss

    total $33,685,634 · related or exempt $0 · unrelated business $0 · excluded $33,685,634

  • 7a · Gross sales of assets other than inventory

    securities $41,931 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $41,931 · other assets $0

  • 7d · Net gain or loss

    total $41,931 · related or exempt $0 · unrelated business $0 · excluded $41,931

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · excluded $0

  • 11a · Other revenue: Exchange Reserve

    total $5,748,597 · related or exempt $5,748,597

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $5,748,597

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $200,715,330 · program services $200,715,330

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $6,786,753 · program services $2,791,875 · management and general $3,994,878 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $1,692,147,266 · program services $1,630,501,272 · management and general $47,024,725 · fundraising $14,621,269

  • 8 · Pension plan contributions

    total $161,768,624 · program services $154,343,892 · management and general $5,769,468 · fundraising $1,655,264

  • 9 · Other employee benefits

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $146,881,124 · program services $140,139,688 · management and general $5,238,506 · fundraising $1,502,930

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $11,469,560 · program services $7,430,669 · management and general $3,841,642 · fundraising $197,249

  • 11c · Fees: accounting

    total $3,325,381 · program services $973,872 · management and general $2,383,868 · fundraising -$32,359

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $123,103,035 · program services $110,180,970 · management and general $10,359,363 · fundraising $2,562,702

  • 12 · Advertising and promotion

    total $7,609,599 · program services $7,116,247 · management and general $87,737 · fundraising $405,615

  • 13 · Office expenses

    total $228,542,696 · program services $227,684,984 · management and general $719,254 · fundraising $138,458

  • 14 · Information technology

    total $118,273,298 · program services $113,748,203 · management and general $3,678,958 · fundraising $846,137

  • 15 · Royalties

    total -$2,151,745 · program services -$2,141,025 · management and general -$2,546 · fundraising -$8,174

  • 16 · Occupancy

    total $114,663,076 · program services $113,720,328 · management and general -$2,868,934 · fundraising $3,811,682

  • 17 · Travel

    total $47,602,987 · program services $46,466,257 · management and general $655,353 · fundraising $481,377

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $34,262,754 · program services $32,120,986 · management and general $1,706,032 · fundraising $435,736

  • 20 · Interest

    total $48,375,795 · program services $48,375,795 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $204,234,247 · program services $204,116,569 · management and general $117,678 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $166,821,245 · program services $165,614,476 · management and general $891,901 · fundraising $314,868

  • 23 · Insurance

    total $11,479,328 · program services $11,305,163 · management and general $12,731 · fundraising $161,434

  • 24a · Other expenses: Printing and Publications

    total $507,064,347 · program services $506,929,779 · management and general $120,915 · fundraising $13,653

  • 24b · Other expenses: Staff Training

    total $18,321,909 · program services $17,476,418 · management and general $385,298 · fundraising $460,193

  • 24c · Other expenses: Dues and Subscriptions

    total $4,109,862 · program services $2,798,140 · management and general $1,027,873 · fundraising $283,849

  • 24d · Other expenses: Commissions

    total $1,747,795 · program services $1,622,912 · management and general $42,586 · fundraising $82,297

  • 24e · All other expenses

    total $4,024,055 · program services $3,981,733 · management and general $42,322 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $859,063,874 · end of year $999,132,464

  • 3 · Pledges and grants receivable

    beginning of year $371,300,011 · end of year $394,334,904

  • 4 · Accounts receivable

    beginning of year $389,676,348 · end of year $339,366,054

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $96,284,142 · end of year $85,006,947

  • 9 · Prepaid expenses and deferred charges

    beginning of year $114,373,024 · end of year $179,642,071

  • 10a · Land, buildings and equipment: cost or other basis

    $3,650,442,656

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,462,047,930

  • 10c · Land, buildings and equipment, net

    beginning of year $2,153,569,023 · end of year $2,188,394,726

  • 11 · Investments: publicly traded securities

    beginning of year $788,941,601 · end of year $874,003,695

  • 12 · Investments: other securities

    beginning of year $5,663,991,695 · end of year $6,260,550,725

  • 13 · Investments: program-related

    beginning of year $130,715,252 · end of year $37,160,299

  • 14 · Intangible assets

    beginning of year $159,276,986 · end of year $148,380,079

  • 15 · Other assets

    beginning of year $529,248,961 · end of year $890,008,042

  • 17 · Accounts payable and accrued expenses

    beginning of year $344,082,586 · end of year $483,100,735

  • 18 · Grants payable

    beginning of year $557,575,685 · end of year $549,988,886

  • 19 · Deferred revenue

    beginning of year $591,481,438 · end of year $639,319,987

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $1,622,941,024 · end of year $1,644,125,818

  • 25 · Other liabilities

    beginning of year $113,053,890 · end of year $170,732,461

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $8,027,306,294 · end of year $8,908,712,119

Mission and programs · 2024

Mission

The principal objects of the University are the advancement of learning by teaching and research, and its dissemination by every means. We work as one Oxford bringing together our staff, students and alumni, our colleges, faculties, departments and divisions to provide world-class research, education and academic and educational publishing. We do this in ways which benefit society on a local, national, and global scale. We build on the University's long-standing traditions of independent scholarship and academic freedom while fostering a culture in which innovation and collaboration play an important role. The University's strategic priorities, developed against a background of local, national and worldwide change, focus on the themes of education, research, publishing, people, engagement and partnership, and resources.

Activities or mission (Part I)

The principal objects are the advancement of learning by teaching and research, and its dissemination by every means. We provide world-class research, education and academic and educational publishing.

  • Education: 2024-25 HIGHLIGHTS * 26,025 students at Oxford, including 12,375 undergraduates and 13,650 postgraduates * Almost one in four (2,445) UK full-time undergraduates at the University currently receive an annual, non-repayable bursary. * 1,543 graduate students were in receipt of a scholarship, with over $81m disbursed in stipend and fee costs. In 2024/25, the University continued to enhance its undergraduate financial support package, allocating over $14m in bursary support to UK students from lower income-households. Scholarships also play a key role in attracting and retaining the highest calibre of graduate students. The Clarendon and Academic Futures programmes are complemented by the Mastercard Foundation Scholars Program as well as a number of other University-wide graduate scholarship schemes. The Department for Continuing Education plays a vital role within the University of Oxford's mission, offering ever growing support for non-traditional learners worldwide. The department continues to expand flexible and digitally enabled provision of opportunities that support students and lifelong learners throughout their educational journeys. Its extensive portfolio serves around 21,000 students annually, reaching local, national, and international learners. Under the new Oxford Lifelong Learning brand, the department offers a wide range of part-time courses, including postgraduate certificates and diplomas, Masters' degrees, DPhils, undergraduate certificates, diplomas and advanced diplomas, short accredited courses and professional development programmes. The University seeks to equip all its students with the skills and knowledge to succeed in future study or employment. Outside the curriculum, support provided for students included the following: * Careers advisers offered personalised support to students, researchers and alumni in over 6,000 one-to-one advice appointments * The Careers Service organised over 250 events and conferences, over 2,000 exclusive internships and nine in-person careers fairs. * Skills development programs, including the Oxford Strategy Challenge, and the Future Leaders Innovation Programme gave more than 300 undergraduate and postgraduate students the chance to participate in authentic business projects with real organisations, both locally and internationally * Almost 5,000 students submitted more than 9,000 applications for approximately 2,000 exclusive internships advertised through the Internship Office, both in the UK and internationally. These opportunities encompassed the Summer Internship, Micro-Internship and the Crankstart Internship Programmes

    Expenses $1,112,450,670 · Grants $108,999,926 · Revenue $783,914,138

  • Research: * For the tenth consecutive year, ranked first in the Times Higher Education (THE) worldwide ranking of universities (both overall and for the research environment) * Oxford is the recipient of the highest quality-related recurrent funding for research of any UK university in 2024/25 * In 2023/24 (the last year for which data is available) Oxford University retained top spot as the leading UK academic institution for generating spinouts The University research activity is extensive, engaging over 2,000 academics, more than 5,100 research staff and 7,350 postgraduate research students. Collaborating with universities, research organisations, healthcare providers, businesses, community groups, charities and government agencies, both nationally and internationally, the University drives significant public benefits. These include enhanced public policy, improved health outcomes, economic prosperity, social cohesion, international development, community identity, and achievement in the arts, culture and overall quality of life. In 2024/25 the University received 2,367 new research awards, amounting to a cumulative value of $1,353m , which will be utilised over the duration of the awards in the coming years. Additionally, Research England provided crucial support through QR recurrent grant funding, totalling $224m . Selected research funding highlights in the past year include: * Long-term strategic alliance with the Ellison Institute of Technology (EIT); at least $133m investment in joint research programmes, and $40m of scholarship funding for the new University of Oxford-EIT Centre for Doctoral Training (CDT) in the Fundamentals of Artificial Intelligence. * $52m received from the European Research Councils for 22 awards, across all four academic divisions. * Up to $66m investment from GSK for the GSK-Oxford Cancer Immuno-Prevention Programme to explore the potential of cancer prevention through early treatments.

    Expenses $936,045,243 · Grants $91,715,404 · Revenue $580,614,208

  • Academic and Educational Publishing: 2024-25 HIGHLIGHTS * Over 180m people visited the Oxford Academic platform * Major awards won by academic titles include the Pulitzer Prize for History and the Erwin N Griswold Prize from the Supreme Court Historical Society * Reached 58m learners across 160 countries through educational publishing * The Press now publishes more than 150 journals, 34,000 articles and 100 books open access Through Oxford University Press, the University serves three core publishing markets: Research, the Learning of English, and Education, and is committed to creating high quality content supporting research and education, and making that content available all over the world. The Press's Academic division continued to expand and enhance its digital offer with approximately 79% of its turnover coming from digital products and services. Over 180m people visited the Oxford Academic platform - the Press's primary platform for hosting research content - while in Higher Education the sales of ebooks increased by 18% compared with the previous year. In response to the ongoing development and adoption of AI technology, two AI-enabled search assistants were launched on Oxford Academic and the Oxford English Dictionary website, OED.com. Both assistants respond to natural language queries to support the research journey. Through the Education division, the Press reached 58m learners across more than 160 countries, continuing to develop tools and educational resources that enhance the learning journey. The English Language Teaching (ELT) division saw strong performance in many of its major markets, including Spain, Italy, Vietnam and Argentina. To expand its digital offer, further series were added to the Oxford English Hub, the division's primary platform for hosting English language teaching and learning materials, bringing the total amount of series on the platform to 24. The division also published the fifth edition of English File, one of its most successful English language courses, which has helped more than 28m people learn English.

    Expenses $805,425,793 · Revenue $768,871,737

  • Other program services: This is generated from a variety of sources, working with national and international organisations, both private and not-for-profit. Our work encompasses multiple projects further expanding the boundaries of commercial, scientific and academic knowledge and disseminating this through a variety of appropriate means.

    Expenses $624,149,589 · Revenue $160,588,666

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Professor Irene Tracey

    Vice-Chancellor

    Total calculated
    $629,649
    From this org
    $563,591
    From related orgs
    $0
    Other
    $66,058
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $563,591
    Bonus
    $0
    Other
    $0
    Deferred
    $66,058
    Nontaxable benefits
    $0
    Filer's total
    $629,649
  • Professor Patrick Grant

    Pro Vice Chancellor with portfolio

    Total calculated
    $273,576
    From this org
    $239,141
    From related orgs
    $0
    Other
    $34,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,141
    Bonus
    $0
    Other
    $0
    Deferred
    $34,435
    Nontaxable benefits
    $0
    Filer's total
    $273,576
  • Dame Helen Ghosh

    Chair of Conference of Colleges (to Sep 24)

    Total calculated
    $0
    Hours/week
    5
  • Dr Sir Michael Jacobs

    Council Member (from Oct 24)

    Total calculated
    $0
    Hours/week
    5
  • Mr Charles Harman

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Mr Nicholas Kroll

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Mr Tom Fletcher

    Council Member (to Sep 24)

    Total calculated
    $0
    Hours/week
    5
  • Ms Sharmila Nebhrajani

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Ms Wendy Becker

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Professor Alex Schekochihin

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Professor Cecile Fabre

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Professor Conall MacNiocaill

    Junior Proctor (from Mar 24)

    Total calculated
    $0
    Hours/week
    5
  • Professor Daniel Grimley

    Head of the Humanities Division

    Total calculated
    $247,730
    From this org
    $216,367
    From related orgs
    $0
    Other
    $31,363
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,367
    Bonus
    $0
    Other
    $0
    Deferred
    $31,363
    Nontaxable benefits
    $0
    Filer's total
    $247,730
  • Professor Diego Sanchez-Ancochea

    Council Member (to Sep 24)

    Total calculated
    $0
    Hours/week
    5
  • Professor Frances Platt

    Council Member (from Oct 24)

    Total calculated
    $0
    Hours/week
    5
  • Professor Gavin Screaton

    Head of the Medical Sciences Division

    Total calculated
    $487,889
    From this org
    $435,423
    From related orgs
    $0
    Other
    $52,466
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $435,423
    Bonus
    $0
    Other
    $0
    Deferred
    $52,466
    Nontaxable benefits
    $0
    Filer's total
    $487,889
  • Professor Geraldine Johnson

    Council Member (from Oct 24)

    Total calculated
    $0
    Hours/week
    5
  • Professor James Naismith

    Head of MPLS

    Total calculated
    $310,099
    From this org
    $276,924
    From related orgs
    $0
    Other
    $33,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,924
    Bonus
    $0
    Other
    $0
    Deferred
    $33,175
    Nontaxable benefits
    $0
    Filer's total
    $310,099
  • Professor Krina Zondervan

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Professor Nandini Das

    Council Member (from Oct 24)

    Total calculated
    $0
    Hours/week
    5
  • Professor Nandini Gooptu

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Professor Patricia Daley

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Professor Proochista Ariana

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Professor Raphael Hauser

    Assessor (from Mar 24)

    Total calculated
    $0
    Hours/week
    5
  • Professor Richard Hobbs

    Council Member (to Sep 24)

    Total calculated
    $0
    Hours/week
    5
  • Professor Sam Wolfe

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Professor Sir Charles Godfray

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • Professor Sir Rory Collins

    Council Member (to Sep 24)

    Total calculated
    $0
    Hours/week
    5
  • Professor Thomas Adcock

    Senior Proctor (from Mar 24)

    Total calculated
    $0
    Hours/week
    5
  • Professor Timothy Power

    Head of the Social Sciences Division

    Total calculated
    $267,420
    From this org
    $233,393
    From related orgs
    $0
    Other
    $34,027
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,393
    Bonus
    $0
    Other
    $0
    Deferred
    $34,027
    Nontaxable benefits
    $0
    Filer's total
    $267,420
  • Sir Chris Deverell

    Council Member

    Total calculated
    $0
    Hours/week
    5
  • The Rt Hon Sir Ernest Ryder

    Chair of Conference of Colleges (from Oct 24)

    Total calculated
    $0
    Hours/week
    5
  • Dr David Prout

    Pro Vice Chancellor with portfolio

    Total calculated
    $365,756
    From this org
    $326,568
    From related orgs
    $0
    Other
    $39,188
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $326,568
    Bonus
    $0
    Other
    $0
    Deferred
    $39,188
    Nontaxable benefits
    $0
    Filer's total
    $365,756
  • Mr Richard Ovenden

    Bodley's Librarian & Head of GLAM

    Total calculated
    $283,810
    From this org
    $256,824
    From related orgs
    $0
    Other
    $26,986
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,824
    Bonus
    $0
    Other
    $0
    Deferred
    $26,986
    Nontaxable benefits
    $0
    Filer's total
    $283,810
  • Mr Simon Boddie

    Chief Financial Officer

    Total calculated
    $406,395
    From this org
    $362,853
    From related orgs
    $0
    Other
    $43,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $362,853
    Bonus
    $0
    Other
    $0
    Deferred
    $43,542
    Nontaxable benefits
    $0
    Filer's total
    $406,395
  • Ms Gill Aitken

    Registrar

    Total calculated
    $369,778
    From this org
    $330,159
    From related orgs
    $0
    Other
    $39,619
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,159
    Bonus
    $0
    Other
    $0
    Deferred
    $39,619
    Nontaxable benefits
    $0
    Filer's total
    $369,778
  • Professor Anne Trefethen

    Pro Vice Chancellor with portfolio

    Total calculated
    $282,517
    From this org
    $246,740
    From related orgs
    $0
    Other
    $35,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,740
    Bonus
    $0
    Other
    $0
    Deferred
    $35,777
    Nontaxable benefits
    $0
    Filer's total
    $282,517
  • Professor Chas Bountra

    Pro Vice Chancellor with portfolio

    Total calculated
    $294,960
    From this org
    $266,897
    From related orgs
    $0
    Other
    $28,063
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,897
    Bonus
    $0
    Other
    $0
    Deferred
    $28,063
    Nontaxable benefits
    $0
    Filer's total
    $294,960
  • Professor David Gann

    Pro Vice Chancellor with portfolio

    Total calculated
    $290,328
    From this org
    $276,005
    From related orgs
    $0
    Other
    $14,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,005
    Bonus
    $0
    Other
    $0
    Deferred
    $14,323
    Nontaxable benefits
    $0
    Filer's total
    $290,328
  • Professor Martin Williams

    Pro Vice Chancellor with portfolio

    Total calculated
    $268,245
    From this org
    $239,483
    From related orgs
    $0
    Other
    $28,762
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,483
    Bonus
    $0
    Other
    $0
    Deferred
    $28,762
    Nontaxable benefits
    $0
    Filer's total
    $268,245
  • Mr Charles Scobie

    Group Finance Director, OUP

    Total calculated
    $522,427
    From this org
    $475,196
    From related orgs
    $0
    Other
    $47,231
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $393,591
    Bonus
    $77,815
    Other
    $3,790
    Deferred
    $47,231
    Nontaxable benefits
    $0
    Filer's total
    $522,427
  • Mr Nigel Portwood

    Chief Executive of Oxford University Press

    Total calculated
    $1,486,174
    From this org
    $1,486,174
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $979,404
    Bonus
    $481,778
    Other
    $24,992
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $1,486,174
  • Mr David Clark

    OUP - Managing Director - Academic

    Total calculated
    $859,001
    From this org
    $850,147
    From related orgs
    $0
    Other
    $8,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $513,779
    Bonus
    $321,173
    Other
    $15,195
    Deferred
    $8,854
    Nontaxable benefits
    $0
    Filer's total
    $859,001
  • Ms Fathima Dada

    OUP - Managing Director - Education

    Total calculated
    $894,229
    From this org
    $885,375
    From related orgs
    $0
    Other
    $8,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $624,875
    Bonus
    $259,682
    Other
    $818
    Deferred
    $8,854
    Nontaxable benefits
    $0
    Filer's total
    $894,229
  • Professor Ludovic Philippou

    Professor of Financial Economics, SBS

    Total calculated
    $598,167
    From this org
    $551,606
    From related orgs
    $0
    Other
    $46,561
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $551,606
    Bonus
    $0
    Other
    $0
    Deferred
    $46,561
    Nontaxable benefits
    $0
    Filer's total
    $598,167
  • Professor Soumitra Dutta

    Dean and Professor of Management, SBS

    Total calculated
    $667,785
    From this org
    $598,060
    From related orgs
    $0
    Other
    $69,725
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $598,060
    Bonus
    $0
    Other
    $0
    Deferred
    $69,725
    Nontaxable benefits
    $0
    Filer's total
    $667,785
  • Professor Sue Dopson

    Deputy Dean, SBS

    Total calculated
    $686,917
    From this org
    $651,478
    From related orgs
    $0
    Other
    $35,439
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $651,478
    Bonus
    $0
    Other
    $0
    Deferred
    $35,439
    Nontaxable benefits
    $0
    Filer's total
    $686,917

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization
Nigel Portwood, Charles Scobie, Fathima Dada, and David Clark were paid bonuses dependent on achievement of OUP's Group and Divisional objectives, sales, surplus, and cash conversion.
Schedule J, Part I, Line 5b Compensation contingent on revenues of a related organization
Nigel Portwood, Charles Scobie, Fathima Dada, and David Clark were paid bonuses dependent on achievement of OUP's Group and Divisional objectives, sales, surplus, and cash conversion.
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization
Nigel Portwood, Charles Scobie, Fathima Dada, and David Clark were paid bonuses dependent on achievement of OUP's Group and Divisional objectives, sales, surplus, and cash conversion.
Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization
Nigel Portwood, Charles Scobie, Fathima Dada, and David Clark were paid bonuses dependent on achievement of OUP's Group and Divisional objectives, sales, surplus, and cash conversion.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Oxford University Innovation Limited

    C Corporation · Research · UK · 100% owned · share of income $0 · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford Limited

    C Corporation · Retail · UK · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford Said Business School Limited

    C Corporation · Education · UK · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford University Endowment Management

    C Corporation · Investment Management · UK · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford University Fixed Assets Limited

    C Corporation · Construction · UK · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • University of Oxford China Office

    C Corporation · Fundraising · HK · 100% owned · share of income $0 · share of assets $851,433 · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford Advanced Research Centres Limited

    C Corporation · Investment Holding Company · UK · 100% owned · share of income $0 · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford Research South Africa Limited

    C Corporation · Management · UK · 100% owned · share of income $0 · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • TOF Corporate Trustee Limited

    C Corporation · Corporate Trustee · UK · 100% owned · share of income $0 · controlled entity

    Directly controlled by Oxford University Endowment Management Limited

  • Endowment Estates Limited

    C Corporation · Investment Company · UK · 100% owned · share of income $0 · controlled entity

    Directly controlled by TOF Corporate Trustee Limited

  • Ecosystem Capital Limited

    C Corporation · Investment Company · UK · 100% owned · share of income $0 · controlled entity

    Directly controlled by TOF Corporate Trustee Limited

  • Oxford University (Suzhou) Science & Tehnology Co Ltd

    C Corporation · Research Activities · CH · 100% owned · controlled entity

    Directly controlled by Oxford Advanced Research Centres Limited

  • Oxford in Berlin

    Trust · Management · GM · 100% owned · share of income $0 · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • OELT Ltd

    C Corporation · Publishing · UK · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford Publishing Limited

    C Corporation · Publishing · UK · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford Reference Limited

    C Corporation · Sale of online advertising · UK · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford University Press Espana SA

    C Corporation · Publishing · SP · 100% owned · controlled entity

    Directly controlled by Oxford Publishing Ltd

  • Oxford University Press Kabushiki Kaisha

    C Corporation · Publishing · JA · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford University Press (China) Ltd

    C Corporation · Publishing · HK · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford University Press (Shanghai) Ltd

    C Corporation · Publishing · CH · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by OUP (China) Limited

  • Oxford University Press GmbH

    C Corporation · Publishing · GM · 100% owned · share of income $0 · controlled entity

    Directly controlled by Oxford Publishing Limited

  • Oxford University Press Mexico SA de CV

    C Corporation · Publishing · MX · 100% owned · controlled entity

    Directly controlled by Oxford Publishing Limited

  • Oxford University Press do Brasil Pub Lta

    C Corporation · Publishing · BR · 100% owned · controlled entity

    Directly controlled by Oxford Publishing Limited

  • Oxford University Press East Africa Limited

    C Corporation · Publishing · KE · 100% owned · share of income $0 · controlled entity

    Directly controlled by Oxford Publishing Limited

  • Oxford University Press Tanzania Limited

    C Corporation · Publishing · TZ · 100% owned · share of income $0 · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford University Press Southern Africa Pty Ltd

    C Corporation · Publishing · SF · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • OUP Properties SA Pty Ltd

    C Corporation · Publishing · SF · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford Yayincilik Ltd Sirketi

    C Corporation · Publishing · TU · 100% owned · controlled entity

    Directly controlled by Oxford Publishing Limited

  • Dentingan Kejayaan Sdn Bhd

    C Corporation · Publishing · MY · 100% owned · share of income $0 · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • Oxford University Press Argentina SA

    C Corporation · Publishing · AR · 100% owned · controlled entity

    Directly controlled by Oxford Publishing Ltd

  • Oxford University Press Lesotho (Proprietary) Limited

    C Corporation · Publishing · LT · 100% owned · share of income $0 · controlled entity

    Directly controlled by Oxford University Press Orbis Proprietary Limited

  • Oxford University Press Namibia (Proprietary) Limited

    C Corporation · Publishing · WA · 100% owned · share of income $0 · controlled entity

    Directly controlled by Oxford University Press Orbis Proprietary Limited

  • Oxford University Press Pakistan (SMC-Private) Limited

    C Corporation · Publishing · PK · 100% owned · controlled entity

    Directly controlled by Oxford Publishing Ltd

  • Oxford University Press Orbis Proprietary Limited

    C Corporation · Publishing · SF · 100% owned · share of income $0 · controlled entity

    Directly controlled by Oxford Publishing Ltd

  • Number Sense Maths Limited

    C Corporation · Publishing · UK · 100% owned · controlled entity

    Directly controlled by The Chancellor Masters & Scholars of the University of Oxford

  • OUP Services Private Limited

    C Corporation · Publishing · IN · 100% owned · share of income $0 · share of assets $4 · controlled entity

    Directly controlled by Oxford Publishing Ltd

  • Oxford University Press India Private Limited

    C Corporation · Publishing · IN · 100% owned · share of income $3 · share of assets $9 · controlled entity

    Directly controlled by Oxford Publishing Ltd

Provenance

Return type
form_990
Tax year
2024
Filed
12 June 2026
IRS schema version
2024v5.1
Source object
202601639349301540

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