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Nonprofiteer
← THE OXFORD FUNDS

Form 990 for tax year 2023

Filed by THE OXFORD FUNDS.

Totals

Total revenue
$311,451,608
Total expenses
$266,670,631
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$41,288,308
Investment income
$270,163,300
Other revenue
$0
Total assets, end of year
$6,931,123,634
Total liabilities, end of year
$19,391,581
Net assets or fund balances, end of year
$6,911,732,053
Program services expenses (Part IX)
$266,670,631
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$266,670,631

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • THE CHANCELLOR MASTERS & SCH OF THE UNIVERSITY

    OF OXFORD

    Total calculated
    $0
    Hours/week
    0

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.

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.

  • THE UNIVERSITY OF OXFORD

    501(c)(3) · UNIVERSITY · UK

    Directly controlled by NA

  • THE OXFORD FUNDS ENDOWMENT MASTER

    501(c)(3) · INVESTING · UK · controlled entity

    Directly controlled by TOF CORPORATE TRUSTEE LIMITED

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 ENDOWNMENT MANAGEMENT

    C Corporation · INVSTNT MGMT · UK

    Directly controlled by NA

  • TOF CORPORATE TRUSTEE LTD

    C Corporation · CORPORATE TRUST · UK

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403189349312050

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