Civic Intelligence

The Oxford Funds Endowment Master

990 • Fiscal year 2020 • EIN 98-1426715

Jan 01, 2020 to Dec 31, 2020

United Kingdom
Siviq Scores

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

Liabilities / Assets

9th percentile

0.03x

Higher debt load relative to assets than 9% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.41x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Net Margin

94th percentile

50%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-58%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2019 to 2020

Assets

Up

$6,621,938,330

Up $1,030,761,865 (+18%) from 2019

Net Assets

Up

$6,439,293,038

Up $1,050,311,261 (+19%) from 2019

Liabilities

Down

$182,645,292

Down $19,549,396 (-9.7%) from 2019

Revenue

Down

$441,686,066

Down $600,615,148 (-58%) from 2019

Expenses

Up

$219,828,026

Up $26,079,388 (+13%) from 2019

Net Income

Down

$221,858,040

Down $626,694,536 (-74%) from 2019

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

2020

Assets$6,621,938,330
Liabilities$182,645,292
Net Assets$6,439,293,038

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

2020

Revenue$441,686,066
Expenses$219,828,026
Net Income$221,858,040
Filing Detail Status

This 2020 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, 2020 to Dec 31, 2020
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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