← CHANCELLOR MASTERS & SCHOLARS OF THE UNIVERSITY OF OXFORD

Form 990 for tax year 2022

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

Totals

Total revenue: $3,422,082,921
Total expenses: $3,178,771,124
Contributions and grants received: $1,013,520,465
Grants paid: $152,817,774
Program service revenue: $2,074,861,568
Investment income: $208,492,158
Other revenue: $125,208,730
Total assets, end of year: $10,422,011,962
Total liabilities, end of year: $3,722,439,860
Net assets or fund balances, end of year: $6,699,572,102
Program services expenses (Part IX): $2,873,357,625
Management and general expenses: $288,692,537
Fundraising expenses: $16,720,962
Program service expenses (Part III): $2,873,357,625

Program services were 90.4% 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

$36,172,881
1e · Government grants (contributions)

$755,449,451
1f · All other contributions, gifts and grants

$221,898,133
1g · Noncash contributions included above

$4,118,349
2a · Program service revenue: Education

total $631,854,346 · related or exempt $631,854,346 · unrelated business $0 · excluded $0
2b · Program service revenue: Research

total $557,648,974 · related or exempt $557,648,974 · unrelated business $0 · excluded $0
2c · Program service revenue: Publishing

total $761,313,250 · related or exempt $760,824,026 · unrelated business $489,224 · excluded $0
2f · All other program service revenue

total $124,044,998 · related or exempt $124,044,998 · unrelated business $0 · excluded $0
3 · Investment income

total $217,929,421 · related or exempt $0 · unrelated business $0 · excluded $217,929,421
4 · Income from investment of tax-exempt bond proceeds

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

total $96,424,015 · related or exempt $96,424,015 · unrelated business $0 · excluded $0
6a · Gross rents

real property $28,784,715 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $28,784,715 · personal property $0
6d · Net rental income or loss

total $28,784,715 · related or exempt $0 · unrelated business $0 · excluded $28,784,715
7a · Gross sales of assets other than inventory

securities $0 · other assets $0
7b · Less cost or other basis and sales expenses

securities $9,437,263 · other assets $0
7c · Gain or loss

securities -$9,437,263 · other assets $0
7d · Net gain or loss

total -$9,437,263 · related or exempt $0 · unrelated business $0 · excluded -$9,437,263
8a · Fundraising events: contributions included on line 1c

$0
11e · Other revenue, total

$0

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 $152,817,774 · program services $152,817,774
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $9,317,037 · program services $9,317,037 · management and general $0 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $1,190,081,271 · program services $1,063,278,219 · management and general $116,435,606 · fundraising $10,367,446
8 · Pension plan contributions

total $178,736,387 · program services $159,839,979 · management and general $17,351,433 · fundraising $1,544,975
9 · Other employee benefits

total $0 · program services $0 · management and general $0 · fundraising $0
10 · Payroll taxes

total $110,437,129 · program services $98,761,471 · management and general $10,721,054 · fundraising $954,604
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $9,492,631 · program services $6,230,390 · management and general $3,155,111 · fundraising $107,130
11c · Fees: accounting

total $3,356,051 · program services $632,146 · management and general $2,723,116 · fundraising $789
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 $106,481,788 · program services $70,928,489 · management and general $33,169,816 · fundraising $2,383,483
12 · Advertising and promotion

total $5,965,508 · program services $6,593,125 · management and general -$991,449 · fundraising $363,832
13 · Office expenses

total $223,006,153 · program services $242,580,911 · management and general -$19,771,765 · fundraising $197,007
14 · Information technology

total $99,513,212 · program services $86,210,815 · management and general $12,577,009 · fundraising $725,388
15 · Royalties

total -$2,463,606 · program services $1,025,443 · management and general -$3,493,147 · fundraising $4,098
16 · Occupancy

total $153,816,397 · program services $151,594,298 · management and general $2,199,638 · fundraising $22,461
17 · Travel

total $40,111,968 · program services $37,742,868 · management and general $2,169,290 · fundraising $199,810
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $29,618,575 · program services $30,123,036 · management and general -$705,644 · fundraising $201,183
20 · Interest

total $68,252,117 · program services $0 · management and general $68,252,117 · fundraising $0
21 · Payments to affiliates

total $176,110,051 · program services $176,640,502 · management and general -$530,451 · fundraising $0
22 · Depreciation, depletion and amortization

total $163,506,176 · program services $147,394,221 · management and general $16,111,955 · fundraising $0
23 · Insurance

total $8,823,904 · program services $6,387,012 · management and general $2,435,968 · fundraising $924
24a · Other expenses: Printing and Publications

total $473,597,363 · program services $460,662,602 · management and general $12,913,242 · fundraising $21,519
24b · Other expenses: Staff Training and Development

total $4,381,498 · program services $3,598,055 · management and general $665,081 · fundraising $118,362
24c · Other expenses: Dues and Subscriptions

total $3,095,453 · program services $1,876,956 · management and general $1,153,906 · fundraising $64,591
24d · Other expenses: Commissions

total $5,801,476 · program services $8,963,204 · management and general -$3,245,692 · fundraising $83,964
24e · All other expenses

total -$35,085,189 · program services -$49,840,928 · management and general $15,396,343 · fundraising -$640,604

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

end of year $0
2 · Savings and temporary cash investments

beginning of year $1,012,119,097 · end of year $931,978,835
3 · Pledges and grants receivable

beginning of year $283,603,078 · end of year $298,970,720
4 · Accounts receivable

beginning of year $334,687,680 · end of year $339,614,711
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 $83,905,178 · end of year $89,871,366
9 · Prepaid expenses and deferred charges

beginning of year $101,857,102 · end of year $115,190,821
10a · Land, buildings and equipment: cost or other basis

$3,365,879,830
10b · Land, buildings and equipment: accumulated depreciation

$1,245,130,301
10c · Land, buildings and equipment, net

beginning of year $2,097,598,253 · end of year $2,120,749,529
11 · Investments: publicly traded securities

beginning of year $687,699,691 · end of year $723,328,418
12 · Investments: other securities

beginning of year $4,948,787,601 · end of year $5,182,250,836
13 · Investments: program-related

beginning of year $126,588,279 · end of year $135,244,714
14 · Intangible assets

beginning of year $117,557,487 · end of year $142,852,350
15 · Other assets

beginning of year $206,055,499 · end of year $341,959,662
17 · Accounts payable and accrued expenses

beginning of year $268,299,016 · end of year $256,155,997
18 · Grants payable

beginning of year $531,994,717 · end of year $547,479,946
19 · Deferred revenue

beginning of year $528,655,274 · end of year $551,381,704
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 $1,583,064,386 · end of year $1,622,678,970
25 · Other liabilities

beginning of year $843,680,941 · end of year $744,743,243
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 $6,244,764,611 · end of year $6,699,572,102

Mission and programs · 2022

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. We are committed to equality of opportunity and to engendering inclusivity. We believe that diverse staff and students strengthen our research and enhance our students' learning.

Education: 2022/23 HIGHLIGHTS * TEF 2023 Gold rating * 1st in the Times Higher Education (THE) World University rankings * 26,495 students at Oxford, including 12,685 undergraduates and 13,320 postgraduates * 23,193 applications for 3,217 undergraduate places for 2023/24 entry * 67.8% of UK undergraduate admissions from state schools Overall applications for undergraduate study rose by 0.9% and the number of admitted students fell by 1.6%. The largest decreases have been amongst applicants and admitted students from the EU. Disadvantaged students are identified during the admissions process through ongoing use of contextual data, including information on eligibility for free school meals which has not previously been available. 2023 continued to deepen in-person outreach, with the flagship UNIQ programme again taking a hybrid approach. UNIQ welcomed 1,153 participants to Oxford for a 3-day residential course, and 333 more joined an online academic programme. Applications remained stable in the 2022/23 admissions cycle with a modest increase of about 1.5% (around 37,000 applications). The University's Graduate Access Working Group continues to lead on a number of pioneering initiatives to encourage and support access to graduate study for students from underrepresented and deprived backgrounds. In 2023, the UNIQ+ graduate access research internship programme continued to welcome 130 students from disadvantaged backgrounds in Oxford for seven weeks. The University continued to work with the University of Cambridge on the four-year Close the Gap project (started in January 2022) co-funded by the Office Students and Research England to improve access to doctoral study for historically marginalised students. students. After a mapping exercise to understand current admissions processes, sixteen departments across the two institutions will be piloting a set of new initiatives from September 2023. In parallel, our ground-breaking pilot to contextualise admissions by using socio-economic data has continued to expand to circa 150 courses across the four divisions, including the whole of the Medical Sciences Division. 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: * More than 14,000 jobs and internships were advertised by employers and more than 1,750 exclusive internships in the UK and around the world were advertised to Oxford students through our programmes * Careers Advisers offered personalised support to 4,320 students in one-to-one advice appointments * More than 200 events were run by the Careers Service including the Creative Careers Week, Sustainability Careers Week, and the Careers Beyond Academia conference for researchers * Also 9 careers fairs were organised engaging with more than 4,770 students and researchers and 362 recruiting organisations plus programmes such as the Future Leaders Innovation Programme * Original skill development programmes such as the Oxford Strategy Challenge and the Student Consultancy provided 361 Oxford undergraduate and postgraduate students the opportunity to work on dozens of business projects with real organisations

Expenses $1,320,844,556 · Grants $142,412,505 · Revenue $631,854,346
Research: 2022/23 HIGHLIGHTS * For the eighth consecutive year, ranked first in the Times Higher Education (THE) worldwide ranking of universities (both overall and for research) * Highest overall research income of any UK university including highest for UK public sector, industry and the European Commission * REF 2021 results mean that Oxford will again be the recipient of the highest quality-related recurrent funding for research of any UK university in 2023/24 * Oxford University retains top spot as the leading UK academic institution for generating spinouts The scale of the University's research activity is substantial, involving over 1,900 academics, almost 4,900 research staff and over 7,000 postgraduate research students. The University collaborates with other universities and research organisations, healthcare providers, businesses, community groups, charities and government agencies, nationally and internationally. The public benefits from this research include better public policy, improved health outcomes, economic prosperity, social cohesion, international development, community identity, the arts, culture and quality of life. In 2022/23 2,750 new research awards were received, with a cumulative value of $1,350m and which will be spent over the lifetime of the awards across future years. In addition, Research England provided invaluable support through Quality- Related recurrent grant funding totalling $209m. Annual research income rose in 2022/23 to $1,005m, an increase of 10.9% compared to 2021/22. The University's leading position in so many facets of national and international research has driven this year's research income growth. Income from industry increased the most, from $149m in 2021/22 to $187m in 2022/23, largely due to investment by INEOS, and to a lesser extent from AstraZeneca, GSK,and the Coalition for Medical Preparedness Other research funding highlights in the past year include: * $37m from the Faraday Battery Challenge for six innovative projects, four of which involve Oxford researchers, to drive progress towards developing the next generation of batteries * $15m investment from the Engineering and Physical Sciences Research Council (EPSRC) for a Future Vaccines Manufacturing Hub, co-led by Oxford and UCL, to make the UK a global centre for vaccine discovery, development, and manufacture * $10m from EPSRC to co-lead the establishment, with UCL, of a national energy data platform to help facilitate the transition to net-zero carbon emissions. * $3m from the Rockefeller Foundation to develop an open-source platform that, for the first time, will enable access to real-time, anonymized health data on infectious disease outbreaks. * $1.3m from Wellcome to further strengthen research leadership at Oxford.

Expenses $782,708,339 · Grants $10,405,268 · Revenue $557,648,974
Academic and Educational Publishing: 2022/23 HIGHLIGHTS * Migrated 42,000 books to the Oxford Academic platform * Supported 230,000 people to advance their English language skills through the Oxford English Hub * Helped 53 million learners in 159 countries through schools publishing * Academic titles won 84 major awards * Achieved the one billionth visit to the Oxford Academic platform * 340,000 people voted to select Goblin Mode the 2022 Word of the Year Oxford Academic - the Press's principal platform for academic research -now hosts 42,000 books, 500,000 chapters, 500 journals, and more than three million journal articles. This year, the platform had 175 million visitors and 230 million visits; it has now been visited over one billion times since its launch in 2017. The Press demonstrated its commitment to open access by adding new titles to its OA collection, including Oxford Open Digital Health and Oxford Open Infrastructure and Health to the flagship Oxford Open series. A third of all journal articles are OA, and 120 journals are now fully OA. The Press continued to build and strengthen its English language network across the world. It held 375 global events and gained 54,000 new followers to its online teaching community. It also offered support to students affected by the ongoing war in Ukraine and the earthquake in southern Turkey and Syria. The Press's academic book publishing continued its strong track record of winning prestigious prizes, with success in 84 major categories, including: * British Medical Association Outstanding Book Awards in four categories; * The American Historical Association's George Louis Beer Prize for the best book in modern European intellectual history; and * A trio of prizes at the Society of Military History's Distinguished Book Awards. The Press announced a three-year research project to compile the Oxford Dictionary of African American English (ODAAE), a collaboration with Harvard University's Hutchins Center for African & African American Research. The project will record the most comprehensive and up-to-date picture of African American English to date. The Press was honoured to be commissioned by the Archbishop of Canterbury to produce The Coronation Bible, which was subsequently used by His Majesty King Charles III when taking the Coronation Oath.

Expenses $769,804,730 · Revenue $761,313,250

As filed on the 2022 return.

Listed in Part VII

Nigel Portwood

Chief Executive of Oxford University Press

Total calculated

$1,186,875

From this org

$1,186,875

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$857,380

Bonus

$310,522

Other

$18,973

Deferred

$0

Nontaxable benefits

$0

Filer's total

$1,186,875
Tim Fulton

OUP - Chief Transformation Officer

Total calculated

$781,100

From this org

$781,100

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$544,784

Bonus

$208,347

Other

$15,273

Deferred

$12,696

Nontaxable benefits

$0

Filer's total

$781,100
Fathima Dada

OUP - Managing Director - Education

Total calculated

$727,415

From this org

$727,415

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$549,672

Bonus

$160,812

Other

$727

Deferred

$16,204

Nontaxable benefits

$0

Filer's total

$727,415
Giles Spackman

Group Finance Director, OUP

Total calculated

$710,385

From this org

$710,385

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$502,590

Bonus

$191,300

Other

$16,495

Deferred

$0

Nontaxable benefits

$0

Filer's total

$710,385
Professor Louise Richardson

Vice-Chancellor

Total calculated

$626,621

From this org

$626,621

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$622,833

Bonus

$0

Other

$3,789

Deferred

$0

Nontaxable benefits

$0

Filer's total

$626,622
David Clark

OUP - Managing Director - Academic

Total calculated

$617,296

From this org

$617,296

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$441,832

Bonus

$157,559

Other

$14,509

Deferred

$3,395

Nontaxable benefits

$0

Filer's total

$617,295
Simon Mavin

OUP - Global Sales & Intl Dev Director

Total calculated

$521,113

From this org

$521,113

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$426,372

Bonus

$52,071

Other

$10,613

Deferred

$32,056

Nontaxable benefits

$0

Filer's total

$521,112
Prof Andrew Stephen

Dep Dean - Faculty & Research, SBS

Total calculated

$481,615

From this org

$481,615

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$478,676

Bonus

$0

Other

$2,939

Deferred

$0

Nontaxable benefits

$0

Filer's total

$481,615
Professor Gavin Screaton

Head of the Medical Sciences Division

Total calculated

$433,304

From this org

$433,304

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$433,304

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$433,304
Simon Boddie

Chief Financial Officer (from Oct 2021)

Total calculated

$372,411

From this org

$372,411

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$372,411

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$372,411
Professor David Gann

Pro Vice Chancellor with portfolio

Total calculated

$361,847

From this org

$361,847

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$361,847

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$361,847
Dr David Prout

Pro Vice Chancellor with portfolio

Total calculated

$327,676

From this org

$327,676

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$327,676

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$327,676
Gill Aitken

Registrar

Total calculated

$321,556

From this org

$321,556

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$321,556

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$321,556
Professor Sam Howison

Head of MPLS

Total calculated

$280,891

From this org

$280,891

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$280,891

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$280,891
Professor Chas Bountra

Pro Vice Chancellor with portfolio

Total calculated

$279,078

From this org

$279,078

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$279,078

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$279,078
Professor Martin Williams

Pro Vice Chancellor with portfolio

Total calculated

$256,321

From this org

$256,321

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$256,321

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$256,321
Professor Anne Trefethen

Council Member/Pro Vice Chancellor with portfolio

Total calculated

$231,089

From this org

$231,089

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$231,089

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$231,089
Professor Patrick Grant

Pro Vice Chancellor with portfolio

Total calculated

$222,337

From this org

$222,337

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$222,337

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$222,337
Mr Richard Ovenden

Bodley's Librarian & Head of GLAM

Total calculated

$198,410

From this org

$198,410

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$198,410

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$198,410
Professor Timothy Power

Head of the Social Sciences Division

Total calculated

$190,140

From this org

$190,140

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$190,140

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$190,140
Professor Daniel Grimley

Head of the Humanities Division

Total calculated

$189,557

From this org

$189,557

From related orgs

$0

Other

$0

Hours/week

40

Schedule J breakdown matched by us

Base

$189,557

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$189,557
Lord Patten

Chancellor

Total calculated

$0

Hours/week

40
Baroness Royall of Blaisdon

Chair of Conference of Colleges

Total calculated

$0

Hours/week

40
Professor Jane Mellor

Senior Proctor (to Mar 23)

Total calculated

$0

Hours/week

40
Dr Linda Flores

Junior Proctor (to Mar 23)

Total calculated

$0

Hours/week

40
Dr Kathryn Murphy

Senior Proctor (from Mar 23)

Total calculated

$0

Hours/week

40
Professor David Kirk

Junior Proctor (from Mar 23)

Total calculated

$0

Hours/week

40
Mr John Bowers QC

Council Member (to Sep 2022)

Total calculated

$0

Hours/week

40
Mr Tom Fletcher

Council Member (from Oct 2022)

Total calculated

$0

Hours/week

40
Professor Alex Schekochihin

Council Member

Total calculated

$0

Hours/week

40
Professor Fabian Essler

Council Member (to Sep 2022)

Total calculated

$0

Hours/week

40
Professor Proochista Ariana

Council Member (from Oct 2022)

Total calculated

$0

Hours/week

40
Professor Richard Hobbs

Council Member

Total calculated

$0

Hours/week

40
Professor Kia Nobre

Council Member

Total calculated

$0

Hours/week

40
Professor Cecile Fabre

Council Member

Total calculated

$0

Hours/week

40
Professor Aditi Lahiri

Council Member (to Jun 2022)

Total calculated

$0

Hours/week

40
Professor Nandini Gooptu

Council Member (from Oct 2022)

Total calculated

$0

Hours/week

40
Fra John Eidinow

Council Member

Total calculated

$0

Hours/week

40
Professor Diego Sanchez-Ancochea

Council Member

Total calculated

$0

Hours/week

40
Professor Patricia Daley

Council Member

Total calculated

$0

Hours/week

40
Professor Sir Rory Collins

Council Member

Total calculated

$0

Hours/week

40
Professor Sir Charles Godfray

Council Member (from Oct 2022)

Total calculated

$0

Hours/week

40
Mr Charles Harman

Council Member

Total calculated

$0

Hours/week

40
Mr Nicholas Kroll

Council Member

Total calculated

$0

Hours/week

40
Sir Chris Deverell

Council Member

Total calculated

$0

Hours/week

40
Ms Wendy Becker

Council Member

Total calculated

$0

Hours/week

40
Ms Sharmila Nebhrajani

Council Member (from Oct 2022)

Total calculated

$0

Hours/week

40

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

1a · Tax indemnification and gross-up payments
1a · Housing allowance or residence for personal use
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Written employment contract
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 1a: The role of Vice-Chancellor is required to reside in a property appropriate for undertaking University duties whilst in post. This living accommodation provided to the Vice-Chancellor, thus, gives rise to chargeable benefits. The Vice Chancellor also received private healthcare insurance, including a grossed up payment for the associated tax liability.
Schedule J, Part I, Line 5: Nigel Portwood, Giles Spackman, Tim Fulton, Fathima Dada, Simon Mavin 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 6: Nigel Portwood, Giles Spackman, Tim Fulton, Fathima Dada, Simon Mavin 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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Oxford Univ Dev (NA) Inc

501(c)(3) · Fundraising · NY
Oxford Endowment Fund

501(c)(3) · Funds Management · UK · controlled entity

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

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Oxford University Clinic LLP

Excluded · Investment · UK · 50% owned · share of income $0 · share of assets $41,289

Directly controlled by OUC Investments Ltd
Warneford Park LLP

Related · Project Development · UK · 50% owned · share of income $0 · share of assets $93,632

Directly controlled by The Chancellor Master and Scholars of the University of Oxford

Related corporations and trusts

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

Oxford University Innovation Limited

C · Research · UK · 100% owned · share of income $5,141,074 · share of assets $53,904,874 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford University Innovation (Hong Kong) Limited

C · Research · HK · 100% owned · share of income $0 · share of assets $0 · controlled entity

Directly controlled by Oxford University Innovation Limited
Oxford Limited

C · Retail · UK · 100% owned · share of income $154,007 · share of assets $382,804 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford Mutual Limited

C · Insurance · UK · 100% owned · share of income $0 · share of assets $6,804,399 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford Said Business School Limited

C · Education · UK · 100% owned · share of income $2,629,838 · share of assets $25,561,029 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford University Endowment Management

C · Investment Management · UK · 100% owned · share of income $9,985,708 · share of assets $58,293,462 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford University Fixed Assets Limited

C · Management · UK · 100% owned · share of income $2,712,591 · share of assets $18,914,304 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford University Trading Limited

C · Retail · UK · 100% owned · share of income $246,806 · share of assets $151,900 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Gray Laboratory Cancer Research Trust Gray Laboratory Cancer Trust

T · Research · UK · 100% owned · share of income $0 · share of assets $0 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
University of Oxford China Office

C · Fundraising · HK · 100% owned · share of income $0 · share of assets -$1,278 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford Advanced Research Centres Limited

C · Management · UK · 100% owned · share of income $779 · share of assets -$7,793 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford Research South Africa Limited

C · Management · UK · 100% owned · share of income $844 · share of assets $67,606 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
OUC Investments Limited

C · Management · UK · 100% owned · share of income $1,831 · share of assets $24,861 · controlled entity

Directly controlled by The Chancellor Master and Scholars of the University of Oxford
TOF Corporate Trustee Limited

C · Corporate Trustee · UK · 100% owned · share of income $0 · share of assets $141,721 · controlled entity

Directly controlled by Oxford University Endowment Management
Endowment Estates Limited

C · Investment company · UK · 100% owned · share of income $0 · share of assets $8,405,193 · controlled entity

Directly controlled by TOF Corporate Trustee Limited
Ecosystem Capital Limited

C · Investment Company · UK · 100% owned · share of income $0 · share of assets $541,862 · controlled entity

Directly controlled by TOF Corporate Trustee Limited
Oxford University (Suzhou) Science & Tehnology Co Ltd

C · Research Activities · CH · 100% owned · share of income $278,376 · share of assets $34,578,409 · controlled entity

Directly controlled by Oxford Advanced Research Centres Ltd
Oxford in Berlin

T · Management · GM · 100% owned · share of income $226,070 · share of assets $582,335 · controlled entity

Directly controlled by The Chancellors Master & Scholars of the University of Oxford
OELT Ltd

C · Publishing · UK · 100% owned · share of income $0 · share of assets $4,550,478 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford Publishing Limited

C · Publishing · UK · 100% owned · share of income $5,366,538 · share of assets $84,381,330 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford Reference Limited

C · Sale of online advertising · UK · 100% owned · share of income $428,424 · share of assets $767,517 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford Information Limited

C · Publishing · UK · 100% owned · share of income $45 · share of assets $11,088 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford University Press Espana SA

C · Publishing · SP · 100% owned · share of income $2,525,091 · share of assets $45,818,634 · controlled entity

Directly controlled by Oxford Publishing Ltd
Oxford University Press Kabushiki Kaisha

C · Publishing · JA · 100% owned · share of income $253,574 · share of assets $7,917,459 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford University Press (China) Ltd

C · Publishing · HK · 100% owned · share of income $9,919,032 · share of assets $37,645,586 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford University Press (Shanghai) Ltd

C · 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 · Publishing · GM · 100% owned · share of income $27,989 · share of assets $355,282 · controlled entity

Directly controlled by Oxford Publishing Ltd
Oxford University Press Mexico SA de CV

C · Publishing · MX · 100% owned · share of income $141,704 · share of assets $10,448,310 · controlled entity

Directly controlled by Oxford Publishing Limited
Oxford University Press do Brasil Pub Lta

C · Publishing · BR · 100% owned · share of income $644,745 · share of assets $14,050,235 · controlled entity

Directly controlled by Oxford Publishing Limited
Oxford University Press East Africa Limited

C · Publishing · KE · 100% owned · share of income $0 · share of assets $10,264,748 · controlled entity

Directly controlled by Oxford Publishing Limited
Oxford University Press Tanzania Limited

C · Publishing · TZ · 100% owned · share of income $0 · share of assets $309,491 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford University Press Southern Africa Pty Ltd

C · Publishing · SF · 100% owned · share of income $1,157,305 · share of assets $14,185,979 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford Univeristy Press SA (Properties ) Ltd

C · Publishing · SF · 100% owned · share of income $555,281 · share of assets $3,613,701 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford Yayincilik Ltd

C · Publishing · TU · 100% owned · share of income $723,432 · share of assets $3,897,071 · controlled entity

Directly controlled by Oxford Publishing Limited
Dentingan Kejayaan Sdn Bhd

C · Publishing · MY · 100% owned · share of income $0 · share of assets $1,440,228 · controlled entity

Directly controlled by The Chancellor Master & Scholars of the University of Oxford
Oxford University Press Argentina SA

C · Publishing · AR · 100% owned · share of income $553,429 · share of assets $5,564,215 · controlled entity

Directly controlled by Oxford Publishing Ltd
Oxford University Press Lesotho (Proprietary) Limited

C · Publishing · LT · 100% owned · share of income $0 · share of assets $86,939 · controlled entity

Directly controlled by Oxford University Press Orbis Proprietary Limited
Oxford University Press Namibia (Proprietary) Limited

C · Pucblishing · WA · 100% owned · share of income $95,148 · share of assets $81,683 · controlled entity

Directly controlled by Oxford University Press Orbis Proprietary Limited
Oxford University Press Pakistan (SMC-Private) Limited

C · Publishing · PK · 100% owned · share of income $6,583,735 · share of assets $40,867,244 · controlled entity

Directly controlled by Oxford Publishing Ltd
Oxford University Press Orbis Proprietary Limited

C · Publishing · SF · 100% owned · share of income $1,021,881 · share of assets $2,324,869 · controlled entity

Directly controlled by Oxford Publishing Ltd

Provenance

Return type: form_990
Tax year: 2022
Filed: 2 May 2024
IRS schema version: 2022v5.0
Source object: 202411239349300806

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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