Overview
What is The Oxford Funds?
The Oxford Funds is a UK-based endowment fund, established in 1945, designed to collectively administer the assets of trusts connected to the University of Oxford and U.K. charities. Governed by the Universities and Colleges (Trusts) Act, 1943, its purpose is to provide long-term support for activities related to the University of Oxford. In 2022, the funds distributed $222 million to unitholders, with revenue solely from investment income and sales of its units. It was created to enable trusts sharing investment objectives and time horizons with the University to pool their investments.
Official website here: www.ouem.co.uk/the-oxford-endowment-fund
What are the reviews and ratings of this charity?
Charity Navigator Rating 77% - Three-Star out of Four Star Rating
The Oxford Funds has achieved a 77% rating from Charity Navigator, indicating a solid performance in accountability and finance. The score is derived entirely from the Accountability & Finance metrics, reflecting the organization's commitment to financial transparency and responsible management. The absence of any reported material diversion of assets further solidifies the charity's credibility.
Strengths highlighted include a fully independent board and a strong audit oversight committee, both of which received top scores. The organization also has a favorable liabilities-to-assets ratio and allocates all of its expenses towards its programs, showcasing effective use of resources. However, limitations exist in certain governance practices, as key policies such as conflict of interest and whistleblower policies are noted as missing.
Overall, while The Oxford Funds demonstrates strong financial accountability and governance, addressing the identified gaps in policy could enhance its standing and trust further among stakeholders.
This AI summary has been generated from information found on Charity Navigator.
Is The Oxford Funds legitimate?
The Oxford Funds is a legitimate nonprofit organization registered as a 501(c)(3) entity. The Oxford Funds submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0
For more financial information, click here
Official website here: www.ouem.co.uk/the-oxford-endowment-fund
What is the mission statement of The Oxford Funds?
The Oxford Funds is an endowment fund established in the United Kingdom in 1945. Its primary role is to collectively administer the assets of trusts that share a common purpose of providing long-term support for the University of Oxford and charities related to it. The Funds, governed by the Universities and Colleges (Trusts) Act, 1943, administers the investments of trusts managed by the University of Oxford or other trustees. Trusts contributing to the Funds have diverse charitable objectives, primarily aimed at providing long-term support for activities connected to the University of Oxford. The structure of the Funds enables trusts linked to the University and sharing the same investment goals and time horizon to pool their investments.
Official website here: www.ouem.co.uk/the-oxford-endowment-fund
Who is the CEO of The Oxford Funds?
Unavailable
Official website here: www.ouem.co.uk/the-oxford-endowment-fund
What is the revenue of The Oxford Funds?
The Oxford Funds's revenue in 2022 was $1,105,407,774.
Official website here: www.ouem.co.uk/the-oxford-endowment-fund
Who are the executives of The Oxford Funds and what are their salaries?
There 1 volunteer at The Oxford Funds.
There is 1 key member and their salary:
- Compensation: $0
- Related: $0
- Other: $0
Official website here: www.ouem.co.uk/the-oxford-endowment-fund
Where can I find the form 990 for The Oxford Funds?
The Oxford Funds's most recent form 990 was submitted in 2022 and can be accessed here.
Official website here: www.ouem.co.uk/the-oxford-endowment-fund
Learn more at the official website: www.ouem.co.uk/the-oxford-endowment-fund
Mission Statement of The Oxford Funds
The Oxford Funds, with a rich history dating back to 1945, serves as a collective entity for the administration of trusts in the United Kingdom. Governed by the Universities and Colleges (Trusts) Act of 1943, this endowment fund's primary mission is to manage the assets of trusts that are linked to the University of Oxford or other charities and share a common purpose of long-term support for the esteemed educational institution. These trusts contribute a diverse range of charitable funds, mostly representing endowment money, which are pooled together to provide sustained financial backing for initiatives related to the University of Oxford. The Funds' design enables trusts that are connected with the University and share the investment objectives and time horizon to collaborate, thus optimizing their resources.
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Impact
October, 2024
The Oxford Funds plays a pivotal role in providing long-term financial support for the University of Oxford. Established in 1945, it administers assets from various trusts that share the common goal of contributing to the university's missions. By pooling investments from trusts connected to the university, The Oxford Funds maximizes investment returns, ensuring sustainable financial resources for academic and charitable activities associated with the institution.
In 2022 alone, the funds distributed over $222 million to unitholders, showcasing its significant impact on the university's financial health. All revenue is generated through strategic investment income and sales of units, reflecting a commitment to managing resources efficiently. The structure of The Oxford Funds is specifically tailored to align the investment objectives and time horizons of its contributors, allowing for coordinated growth and enhanced support for the university's endeavors. Through its dedicated efforts, The Oxford Funds continues to be a vital asset in the educational and charitable landscape, reinforcing the University of Oxford’s ability to fulfill its mission and serve the academic community.
This information is meant to be a general summary of The Oxford Funds. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Investment Income: $223,143,681
- Program Service Revenue: $882,264,093
- Gross Receipts: $1,105,407,774
Assets and Liabilities:
- Total Assets: $6,469,244,160
- Total Liabilities: $6,823,255
- Net Assets: $6,462,420,905
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
SALE OF FUND UNITS
Revenue
$882,264,093
Organization Details
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