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The Oxford Funds

EIN 98-0680056 · United Kingdom

Public records raise at least one point you should look into before giving.

LegitimacyCautionRegistration and standingFinancial healthStrong100 out of 100GovernanceWeak32 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

THE OXFORD FUNDS ("THE FUNDS") IS AN ENDOWMENT FUND ESTABLISHED IN THE UNITED KINGDOM IN 1945 AND GOVERNED BY UNIVERSITIES AND COLLEGES (TRUSTS) ACT, 1943. THE FUNDS'S PURPOSE IS TO COLLECTIVELY ADMINISTER THE ASSETS OF TRUSTS THAT ARE ADMINISTERED BY THE CHANCELLOR, MASTERS AND SCHOLARS OF THE UNIVERSITY OF OXFORD ("THE UNIVERSITY OF OXFORD"), OR OTHER TRUSTEES FOR PURPOSES CONNECTED WITH THE UNIVERSITY OF OXFORD AND THAT ARE U.K. CHARITIES. THE TRUSTS WHICH CONTRIBUTE TO THE FUNDS HAVE A WIDE RANGE OF CHARITABLE PURPOSES, BUT MOSTLY REPRESENT ENDOWMENT MONEY WHICH IS BEING USED TO PROVIDE LONG-TERM SUPPORT FOR ACTIVITIES RELATED TO THE UNIVERSITY OF OXFORD. THE STRUCTURE OF THE FUNDS HAS BEEN SPECIFICALLY DESIGNED TO ENABLE TRUSTS WHICH ARE CONNECTED WITH THE UNIVERSITY AND WHICH SHARE THE INVESTMENT OBJECTIVES AND TIME HORIZON OF THE EXISTING PARTICIPANTS TO POOL THEIR INVESTMENTS.

Income
$432.1 million
Spending
$283.7 million
Spent on programs
100%
Reserves
Over 10 years of spending
Largest source of income
investment income, 68%
Employees
0
Volunteers
1

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Strong: 100 out of 100. Higher than 95% of charities in its peer group (international, over $100m).

  • Reserves

    35 of 35

    Spendable reserves would cover more than ten years of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 34% of income.

  • Income trend

    15 of 15

    Income rose 39% on the year before.

  • Spending floor

    15 of 15

    100% of spending went to programs.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Weak: 32 out of 100. Higher than 0% of charities in its peer group (international, over $100m).

  • Independent board

    0 of 25

    1 of 1 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $283.7 million spent. 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 2024 WERE $283,678,855. THE FUNDS'S REVENUE WAS DERIVED ENTIRELY BY INVESTMENT INCOME AND SALES OF ITS UNITS.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Caution.

    The IRS master file records contributions to this 501(c)(3) charitable organization as not deductible.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since June 2011.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.