THE OXFORD FUNDS ENDOWMENT MASTER

EIN: 981426715 501(c)(3) Education
Total Revenue
$438,364,978
Total Expenses
$346,508,057
Total Assets
$8,069,564,158
Net Assets
$8,025,568,986
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2018
Phone
0186563290
Tax Period
2024-01-01 to 2024-12-31

THE OXFORD FUNDS ENDOWMENT MASTER, founded in 2018, is a major nonprofit in the Education sector that reported $438.4M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91.9M, a strong 21% operating margin.

Mission

ENDOWMENT MASTER WAS ESTABLISHED TO MANAGE THE ENDOWMENT FUNDS OF THE UNIVERSITY OF OXFORD IN ORDER TO PROVIDE FOR THE ECONOMIC BENEFIT OF THE UNIVERSITY OF OXFORD.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $9,631,458
Investment Income $421,071,972
Other Revenue $7,661,548
TOTAL REVENUE $438,364,978

Expense Breakdown

Grants Paid $0
Salaries & Benefits $38,738
Fundraising Expenses $0
Program Expenses $310,331,063
Other Expenses $346,469,319
TOTAL EXPENSES $346,508,057

Year-over-Year Comparison

2024 2023 Change
Revenue $438,364,978 $306,601,882 +0.4%
Expenses $346,508,057 $325,135,129 +0.1%
Net Income $91,856,921 $-18,533,247 -6.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TOF CORPORATE TRUSTEE LIMITED CORPORATE TRUSTEE 0.0
$38,738 $0 $38,738
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $438,364,978 $346,508,057 $8,069,564,158 $91,856,921
2023 $306,601,882 $325,135,129 $7,594,693,848 $-18,533,247
2022 $1,160,660,487 $277,215,074 $6,981,885,858 $883,445,413
2021 $952,042,484 $269,291,819 $7,889,922,458 $682,750,665
2020 $441,686,066 $219,828,026 $6,621,938,330 $221,858,040