Civic Intelligence

The Oxford Funds Endowment Master

990 • Fiscal year 2018 • EIN 98-1426715

Jan 01, 2018 to Dec 31, 2018

United Kingdom
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.02x

Higher debt load relative to assets than 7% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.15x

Higher debt load relative to revenue than 13% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Source year 2018

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$4,418,691,151

No earlier filing loaded for comparison.

Net Assets

$4,315,692,534

No earlier filing loaded for comparison.

Liabilities

$102,998,617

No earlier filing loaded for comparison.

Revenue

$668,626,166

No earlier filing loaded for comparison.

Expenses

$10,254,984

No earlier filing loaded for comparison.

Net Income

$658,371,182

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10B$5.0B$0Assets 2018: $4,418,691,151Liabilities 2018: $102,998,617Net Assets 2018: $4,315,692,5342018Assets 2019: $5,591,176,465Liabilities 2019: $202,194,688Net Assets 2019: $5,388,981,7772019Assets 2020: $6,621,938,330Liabilities 2020: $182,645,292Net Assets 2020: $6,439,293,0382020Assets 2021: $7,889,922,458Liabilities 2021: $285,646,568Net Assets 2021: $7,604,275,8902021Assets 2022: $6,981,885,858Liabilities 2022: $22,108,272Net Assets 2022: $6,959,777,5862022Assets 2023: $7,594,693,848Liabilities 2023: $36,945,076Net Assets 2023: $7,557,748,7722023Assets 2024: $8,069,564,158Liabilities 2024: $43,995,172Net Assets 2024: $8,025,568,9862024

Highlighted filing

2018

Assets$4,418,691,151
Liabilities$102,998,617
Net Assets$4,315,692,534

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5B$1.0B$500M$0-$500MRevenue 2018: $668,626,166Expenses 2018: $10,254,984Net Income 2018: $658,371,1822018Revenue 2019: $1,042,301,214Expenses 2019: $193,748,638Net Income 2019: $848,552,5762019Revenue 2020: $441,686,066Expenses 2020: $219,828,026Net Income 2020: $221,858,0402020Revenue 2021: $952,042,484Expenses 2021: $269,291,819Net Income 2021: $682,750,6652021Revenue 2022: $1,160,660,487Expenses 2022: $277,215,074Net Income 2022: $883,445,4132022Revenue 2023: $306,601,882Expenses 2023: $325,135,129Net Income 2023: -$18,533,2472023Revenue 2024: $438,364,978Expenses 2024: $346,508,057Net Income 2024: $91,856,9212024

Highlighted filing

2018

Revenue$668,626,166
Expenses$10,254,984
Net Income$658,371,182
Filing Detail Status

This 2018 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Mission and Program Overview

Mission

The endowment master's purpose and activity is to benefit the chancellor, masters and scholars of the university of oxford (university of oxford), an organization recognized by the irs as an educational organization described in irc section 170(b)(1)(a)(ii) that is tax-exempt under irc section 501(c)(3). The university of oxford has established endowment master as a critical component of its investment structure. The investment structure, and endowment master's activities, are designed to optimize investment returns on a portion of the university of oxford's assets. Endowment master also allows certain other charities to invest with endowment master through the oxford funds: non-collegiate feeder, allowing them to make use of endowment master's infrastructure and investment services already provided to the oxford funds: collegiate feeder.

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