The Oxford Funds

Organization Overview

The Oxford Funds is located in null. The organization was established in 2011. According to its NTEE Classification (Q11) the organization is classified as: Single Organization Support, under the broad grouping of International, Foreign Affairs & National Security and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oxford Funds is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2020, Oxford Funds generated $507.7m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (5.3%) each year. All expenses for the organization totaled $175.9m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2020

Describe the Organization's Mission:

Part 3 - Line 1

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.

Describe the Organization's Program Activity:

Part 3 - Line 4a

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 2021 WERE $212,608,535. THE FUNDS'S REVENUE WAS DERIVED ENTIRELY BY INVESTMENT INCOME AND SALES OF ITS UNITS.


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Outside Vendors & Contractors

Vendor Name (Service)Compensation
Savills Uk Ltd
Real Estate Manager
$662,747
Proa Partners Pte Ltd
Investment Manager
$1,699,075
Citco Fund Services
Fund Administrator
$1,374,839
Oxford University Endowment Mgmt Lt
Investment Manager
$12,883,775
Mission Value Partners
Investment Manager
$616,941
View All Vendors

Financial Statements

Statement of Revenue
Total Revenue from Contributions, Gifts, Grants & Similar$0
Investment income $175,879,649
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $997,613
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $507,723,958

Endowment Analysis

Beg. Balance$5,817,218,319
Earnings$788,744,742
Net Contributions$520,672,610
Other Expense$212,608,535
Ending Balance$6,914,027,136

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