The Oxford Funds in United Kingdom, (international)

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The Oxford Funds
Employer Identification Number (EIN)980680056
Name of OrganizationThe Oxford Funds
In Care of NameFay Ashwell
AddressOxford Ox1 1jd, United Kingdom
SubsectionCharitable Organization, Educational Organization
Ruling Date06/2011
DeductibilityContributions are not deductible
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$2,907,549,205
Amount of Income$307,743,280
Form 990 Revenue Amount$306,245,911
National Taxonomy of Exempt Entities (NTEE)International, Foreign Affairs and National Security: Single Organization Support


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Amount of income in 2013: $307,743,280 (it was $206,519,778 in 2012)
The Oxford Funds: 

 $307,743,280
Other organizations performing similar types of work: 

 $121,951

Assets in 2013: $2,907,549,205 (it was $1,806,429,797 in 2012)
The Oxford Funds: 

 $2,907,549,205
Other organizations performing similar types of work: 

 $62,466

Expenses in 2012: $72,889,933
This organization: 

 $72,889,933
Other organizations performing similar types of work: 

 $81,951

Income to expenses ratio in 2012: 4.2
This organization: 

 4.2
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2012: 87.7%
This organization: 

 87.7%
Other organizations performing similar types of work: 

 87.4%

Financial snapshot ($)

Revenue for 2012

Statements Regarding Other IRS Filings and Tax Compliance (for 2012)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2012)
Total revenue$137,341,103
Contributions, Gifts, Grants and Other Similar Amounts$120,433,361
Program Service Revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$17,935,354
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$1,304,940
Gross rents (Real / Personal)$2,258,853 / $0
Less: rental expenses (Real / Personal)$953,913 / $0
Rental income or (loss) (Real / Personal)$1,304,940 / $0
Net loss from sales of assets other than inventory$-2,363,014
Gross amount from sales of assets other than inventory (Securities / Other)$65,861,748 / $0
Less: cost or other basis and sales expenses (Securities / Other)$68,224,762 / $0
Gain or (loss) (Securities / Other)$-2,363,014 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$30,462
Statement of Functional Expenses (for 2012)
Total functional expenses$72,889,933
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Other$72,889,933
Balance Sheet (for 2012)
Total assets$1,806,429,797
Total liabilities$42,307,036
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$42,307,036
Total net assets or fund balances$1,764,122,761
Retained earnings, endowment, accumulated income, or other funds$1,764,122,761
Reason for Public Charity Status (for 2012)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Oxford FundsOxford Ox1 1jd, United Kingdominternational2011-06$307,743,280
2Rural India Supporting Tr, Indu Rawat Ttee38955 Hills Tech Dr, Farmingtn Hls, MI 48331-3431MI2009-10$34,109,056
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4French-American Aid For Children Foundation, Joerg Klebe Ttee131 E 62nd St, New York, NY 10065-7377NY2010-11$4,781,723
5Hellenic Initiative Inc601 Lexington Ave Fl 35, New York, NY 10022-4646NY2012-10$3,590,924
6American Friends Of Israel Organizations Inc1428 36th St Ste 200, Brooklyn, NY 11218-3765NY2014-07$3,070,000
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8Hope Advancement Inc227 Granite Run Dr Ste 250, Lancaster, PA 17601-6826PA2013-02$2,072,931
9East Africa Humanitarian Organization6345 N Poplar Ave, Fresno, CA 93704-1513CA2010-04$1,158,325
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11Tokyo Union Church Foundation IncTokyo 150-0001, Japaninternational2012-03$690,947
12Neve Michael Childrens Village Inc2651 Regalia, Cooper City, FL 33026FL2009-01$398,318
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14Landmine Relief Fund2466 Alhambra Drive, Palm Springs, CA 92264CA2007-11$244,109
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16Pet Ministries Inc12352 N 550 W, Wheatfield, IN 46392-7036IN2011-09$189,399
17Anudip Foundation14510 Big Basin Way 256, Saratoga, CA 95070CA2008-09$183,343
18Los Amigos Del Padre Juan Foundation16681 36th St Se, West Fargo, ND 58078-6506ND2010-09$179,532
19Hope Foundation Of KenyaPo Box 8154, West Chester, OH 45069OH2011-11$176,665
20Saidia Usa LtdKaren Nairobi 00502, Kenyainternational2005-12$0
Number of organizations performing similar types of work
Arizona2
California25
Colorado3
District of Columbia9
Delaware1
Florida11
Georgia5
Hawaii1
Iowa2
Illinois5
Indiana1
Kansas3
Louisiana1
Massachusetts6
Maryland10
Maine1
Michigan6
Minnesota3
Missouri2
North Dakota1
New Hampshire1
New Jersey10
New Mexico2
Nevada3
New York26
Ohio3
Oklahoma1
Oregon2
Pennsylvania6
Rhode Island1
Texas9
Utah1
Virginia8
Washington7
Wisconsin1
West Virginia1
International3
Total183

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