Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 08-01-2013 , 2013, and ending 07-31-2014
BCheck if applicable:
CName of organization
The Chancellor Master & Scholars of the University of Oxford
 
Doing Business As
Oxford University
 
Number and street (or P.O. box if mail is not delivered to street address)
Wellington Square
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Oxford, OxfordshireOX1 2JD
United Kingdom (England, Northern Ireland, Scotland, and Wales)
D Employer identification number

98-6001062
E Telephone number

G Gross receipts $ 2,533,038,324
F Name and address of principal officer:
Mr Giles Kerr
Finance Division
University of Oxford
Oxford,OxfordshireOX1 2ET
UK
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.ox.ac.uk
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1096
M State of legal domicile: UK
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: The principal objectives of the University are the advancement of learning by teaching and research and its dissemination by every means.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 26
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 4
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 796
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 987,392
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 987,392
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 786,454,739 828,150,832
9 Program service revenue (Part VIII, line 2g) ......... 1,300,409,498 1,553,740,876
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 46,975,113 106,443,704
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 23,479,756 34,125,305
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 2,157,319,106 2,522,460,717
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 98,289,083 111,977,037
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,084,763,715 1,278,906,405
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 43,848 136,756
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet15,334,313    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 835,341,888 1,032,205,465
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,018,438,534 2,423,225,663
19 Revenue less expenses. Subtract line 18 from line 12....... 138,880,572 99,235,054
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 5,640,894,035 6,414,531,593
21 Total liabilities (Part X, line 26)............. 1,058,187,860 1,302,895,193
22 Net assets or fund balances. Subtract line 21 from line 20..... 4,582,706,175 5,111,636,400
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: The principal objectives of the University are the advancement of learning by teaching and research and its dissemination by every means. See Schedule O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,211,917,471 including grants of $ 111,977,037 ) (Revenue $ 1,553,740,876 )
More than 22,100 students, from a diverse range of backgrounds and nationalities, benefit from Oxford's resources. This includes 11,772 undergraduates and 9,850 postgraduates. The scale of research activity at Oxford is substantial, involving more than 70 departments, the colleges, over 1,600 academic staff (teaching and research), more than 4,100 research and research support staff, and over 5,500 postgraduate research students. Oxford consistently has the highest research income from external sponsors of any UK University, earning US$810 million in 2013-14, representing an increase of 9.5% on the previous financial year. Oxford was ranked first in the UK and third in the world in the Times Higher Education Supplement's World University Rankings 2014-2015. In the disciplinary tables, Oxford was ranked first in the world in clinical, pre-clinical and health subjects; third for social sciences; fourth for life sciences; and fifth for the arts and humanities. Oxford is repeatedly ranked in the top ten of universities worldwide in the Academic Ranking of World Universities, compiled by Shanghai Jiaotong University, and in the QS World Rankings. In 2014 Oxford was ranked joint first in the UK by The Sunday Times and second in the UK by The Guardian and The Complete University Guide. In December 2014 the Research Excellence Framework, the official UK-wide assessment of all university research, found that Oxford has the largest volume of world-leading research in the country. Oxford University Press is a department of the University of Oxford. It furthers the University's objective of excellence in research, scholarship, and education by publishing worldwide. OUP is the world's largest university press with the widest global presence. It currently publishes thousands of new publications a year, has offices in more than seventy countries, and employs some 7,000 people worldwide. It has become familiar to millions through a diverse publishing programme that includes scholarly works in all academic disciplines, bibles, music, school and college textbooks, children's books, materials for teaching English as a foreign language, business books, dictionaries and reference books, and academic journals. Highlights from 2013/14 included the launch of Oxford Research Encyclopaedias, a series of continuously updated online reference encyclopaedias, and the Oxford Learners Bookshelf, a tablet app that enables easy access to 220 interactive course-books and more than 130 readers for English language learners. The Press won a total of 205 prizes for its publishing over the course of the year including a British Academy Medal for Dr Noel Malcom's Thomas Hobbes: Leviathan. For more information on program service accomplishments, news and events, visit: www.ox.ac.uk/news.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $ 0 including grants of $ 0 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet2,211,917,471
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII .................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment....
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
9,218
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
796
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
No
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletAE , AR , AS , BE , BR , BU , CA , CH , CI , CO , EC , EG , EZ , FR , GM , GR , GT , HK , HR , HU , ID , IN , IT , JA , KE , KS , LG , LH , LO , MC , MX , MY , NL , NZ , PE , PK , PL , PO , RI , RS , SF , SN , SP , SZ , TH , TU , TW , TZ , UK , UP , UY , VM
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
26
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
4
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletMr Giles KerrWellington SquareOxfordOxfordshireUKOX1 2JD (186) 561-6131
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Professor A Hamilton........................................................................
University of Oxford, Vice-Chancellor
 50
.......................   		X   X       646,167 0 0
(2) Professor EG McKendrick........................................................................
University of Oxford, Registrar
 50
.......................   		X   X       631,467 0 0
(3) Mr Giles Kerr........................................................................
University of Oxford, Director of Finance
 50
.......................   		    X       500,150 0 0
(4) Mr Nigel Portwood........................................................................
OUP - Chief Executive/Secretary to the Delegates
 50
.......................   		        X   1,108,404 0 307,378
(5) Mr Kevin Allison........................................................................
OUP - CFO Global Academic Division
 50
.......................   		        X   983,597 0 64,347
(6) Mr Tim Barton........................................................................
OUP - Managing Director GAB Division
 50
.......................   		        X   861,524 0 116,981
(7) Mr Jesus Lezcano Garcia........................................................................
OUP Espana - Managing Director
 50
.......................   		        X   663,289 0 119,741
(8) Professor Peter Tufano........................................................................
Dean of Said Business School
 50
.......................   		        X   739,825 0 0


















Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 6,134,423 0 608,447
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1,267
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Mace Ltd155 MoorgateLondonUKEC2M 6XB Construction/ Building Services 51,300,042
Elliott Thomas LimitedThe WatermillSpring LaneOxtedUKRH8 9PB Construction/ Building Services 11,224,578
E W Beard201 Cumnor HillOxfordUKOX2 9PJ Construction/ Building Services 8,186,016
Life Technologies Ltd3 Fountain DriveInchinnan Business ParkPaisleyUK Life Sciences 7,497,768
Sigma-Aldrich Company LtdThe Old BrickyardNew RoadGillinghamUKSP8 4XT Life Sciences 4,632,836
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1,186
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues....1b 0
c Fundraising events....1c 0
d Related organizations...1d 10,182,874
e Government grants (contributions)1e 743,669,820
f All other contributions, gifts, grants, and
similar amounts not included above1f 		74,298,138
g Noncash contributions included in lines
1a-1f:$ 		1,588,369
h Total. Add lines 1a-1f.......MediumBullet 828,150,832
Program Service RevenueAmt Business Code
2a Education and research 611310 1,511,610,977 1,510,623,585 987,392 0
b
c
d
e
f All other program service revenue . 42,129,899 42,129,899 0 0
g Total. Add lines 2a–2f........MediumBullet 1,553,740,876
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 42,490,966 0 0 42,490,966
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0 0 0 0
5 Royalties...........MediumBullet 6,258,533 6,258,533 0 0
(i) Real (ii) Personal
6a Gross rents 25,588,266 0
b Less: rental expenses 8,755,842 0
c Rental income or (loss) 16,832,424 0
d Net rental income or (loss).......MediumBullet 16,832,424 0 0 16,832,424
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,466,099 62,486,639
b Less: cost or other basis and sales expenses 0 0
c Gain or (loss) 1,466,099 62,486,639
d Net gain or (loss)..........MediumBullet 63,952,738 0 0 63,952,738
8a Gross income from fundraising events (not including
$ 0
of contributions reported on line 1c). See Part IV, line 18 ..
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 0 0 0
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities...MediumBullet 0 0 0 0
10a Gross sales of inventory, less
returns and allowances .
a 2,028,046
b Less: cost of goods sold ..b 1,821,765
c Net income or (loss) from sales of inventory..MediumBullet 206,281 206,281 0 0
Miscellaneous Revenue Business Code
11a Exchange reserve 900099 8,736,400 8,736,400 0 0
b Other Revenue 900099 2,686,974 2,686,974 0 0
c Revaluation reserve 900099 -595,307 -595,307 0 0
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 10,828,067
12 Total revenue. See Instructions......MediumBullet 2,522,460,717 1,570,046,365 987,392 123,276,128
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0 0
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0 0
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 111,977,037 111,977,037
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 0 0 0 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0 0 0
7 Other salaries and wages 1,038,104,379 935,974,587 94,491,782 7,638,010
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 143,849,333 129,433,784 13,295,832 1,119,717
9 Other employee benefits ....... 14,950,957 14,452,980 497,977 0
10 Payroll taxes ........... 82,001,736 73,601,791 7,766,856 633,089
11 Fees for services (non-employees):        
a Management ...... 2,640,707 2,640,707 0 0
b Legal ......... 5,941,934 3,306,077 2,630,963 4,894
c Accounting ........... 4,056,855 2,149,254 1,863,978 43,623
d Lobbying ........... 0 0 0 0
e Professional fundraising services. See Part IV, line 17 136,756 136,756
f Investment management fees ...... 0 0 0 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 72,887,292 47,422,276 24,390,962 1,074,054
12 Advertising and promotion .... 36,851,756 35,840,333 636,483 374,940
13 Office expenses ....... 240,862,248 255,621,276 -15,292,072 533,044
14 Information technology ...... 124,935,034 97,460,912 26,822,471 651,651
15 Royalties .. 808,097 425,352 382,247 498
16 Occupancy ........... 148,203,599 142,341,335 5,126,009 736,255
17 Travel ............ 65,088,596 61,349,828 3,336,816 401,952
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0 0 0
19 Conferences, conventions, and meetings .... 26,685,680 23,037,016 3,117,085 531,579
20 Interest ........... 4,223,049 811,223 3,412,050 -224
21 Payments to affiliates ....... 123,588,170 119,538,869 4,010,805 38,496
22 Depreciation, depletion, and amortization ..... 168,929,304 151,947,016 16,982,288 0
23 Insurance .............. 5,632,897 3,803,610 1,817,100 12,187
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Bad debts -4,552,618 455,235 -5,007,853 0
b Staff training 3,238,383 2,335,068 847,827 55,488
c Dues and Subscriptions 3,501,190 2,331,618 1,128,748 40,824
d Commissions 3,545,409 4,482,918 -978,595 41,086
e All other expenses -4,862,117 -10,822,631 4,694,120 1,266,394
25 Total functional expenses. Add lines 1 through 24e 2,423,225,663 2,211,917,471 195,973,879 15,334,313
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 0 1 0
2 Savings and temporary cash investments ......... 327,710,563 2 425,126,298
3 Pledges and grants receivable, net ........... 187,954,706 3 225,370,523
4 Accounts receivable, net ............. 439,932,753 4 519,300,198
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 114,740,275 8 125,825,388
9 Prepaid expenses and deferred charges ..........   9 20,947,323
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,312,665,912
b Less: accumulated depreciation ..... 10b 812,014,993 2,183,562,050 10c 2,500,650,919
11 Investments—publicly traded securities .......... 1,322,087,520 11 1,513,471,895
12 Investments—other securities. See Part IV, line 11 ..... 748,723,780 12 665,692,710
13 Investments—program-related. See Part IV, line 11 ..... 156,124,962 13 49,239,947
14 Intangible assets ............... 54,124,227 14 131,315,592
15 Other assets. See Part IV, line 11 ........... 105,933,199 15 237,590,800
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 5,640,894,035 16 6,414,531,593
Liabilities 17 Accounts payable and accrued expenses ......... 481,099,885 17 597,588,132
18 Grants payable ................. 362,691,920 18 357,009,662
19 Deferred revenue ................ 16,174,066 19 10,371,130
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 72,246,165 24 66,381,939
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 125,975,824 25 271,544,330
26 Total liabilities. Add lines 17 through 25......... 1,058,187,860 26 1,302,895,193
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..............   27  
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........ 0 30 0
31 Paid-in or capital surplus, or land, building or equipment fund ..... 0 31 0
32 Retained earnings, endowment, accumulated income, or other funds 4,582,706,175 32 5,111,636,400
33 Total net assets or fund balances ........... 4,582,706,175 33 5,111,636,400
34 Total liabilities and net assets/fund balances ........ 5,640,894,035 34 6,414,531,593
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
2,522,460,717
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,423,225,663
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
99,235,054
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
4,582,706,175
5
Net unrealized gains (losses) on investments ...............
5
51,766,691
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
377,928,480
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
5,111,636,400
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
The Chancellor Master & Scholars of the University of Oxford
 
Employer identification number

98-6001062
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
The Chancellor Master & Scholars of the University of Oxford
 
Employer identification number

98-6001062
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
The Chancellor Master & Scholars of the University of Oxford
  		Employer identification number

98-6001062
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
The Chancellor Master & Scholars of the University of Oxford
  		Employer identification number

98-6001062
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
The Chancellor Master & Scholars of the University of Oxford
  		Employer identification number

98-6001062
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Chancellor Master & Scholars of the University of Oxford
 
Employer identification number

98-6001062
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $ 1,588,369
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $ 112,792,858
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $ 0
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,049,805,465 838,178,379 1,342,350,360 1,032,214,094 916,325,110
b Contributions ........ 35,234,320 60,735,949 21,292,529 373,920,665 28,210,692
c Net investment earnings, gains, and losses 51,190,408 118,018,094 39,406,280 44,658,491 79,882,501
d Grants or scholarships ..... 13,892,899 10,225,075 17,767,510 4,471,123 4,820,352
e Other expenditures for facilities
and programs ........ 		32,127,612 28,762,136 36,153,541 35,766,921 29,685,415
f Administrative expenses .... 7,767,595 7,650,692 6,430,007 5,154,643 5,111,749
g End of year balance ...... 1,082,442,087 970,294,519 1,342,698,111 1,405,400,563 984,800,787
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet87.3 %
c
Temporarily restricted endowment SchDMd Bullet12.7 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 0 142,915,953 142,915,953
b Buildings ................ 195,283,905 2,470,485,690 628,210,384 2,037,559,211
c Leasehold improvements ............ 0 41,003,662 8,707,401 32,296,261
d Equipment ................ 0 346,191,992 172,510,725 173,681,267
e Other ................. 0 116,784,710 2,586,483 114,198,227
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,500,650,919
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) Non-directional 		117,191,155 F

(B) Private Equity 		145,653,126 F

(C) Real Assets 		354,454,329 F

(D) 3rd party managed 		48,394,100 F





Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 665,692,710
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
Amounts due to subsidiaries 68,571,276
Provision for liabilities and charges 11,601,534
FRS 17 Creditor (pension deficit) 191,371,520






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 271,544,330
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part III, Line 4 The tens of millions of objects in the University's collections form one of the largest and most significant research repositories in the world for scholars and the public. Oxford's museums constitute the greatest concentration of university museums in the world, while the Bodleian Libraries form the largest university library system in the UK. The University's collections, which together receive more than 2 million visitors annually, offer extensive programmes of events including talks, tours and family-friendly activities. In 2013, over 30,000 young people and 60,000 adults took part in onsite activities, and over 125,000 school children participated in educational sessions. To provide public access to the collections, the Bodleian Libraries have been digitising content for more than 20 years. The Bodleian recently collaborated with the Biblioteca Apostolica Vaticana on the Polonsky Foundation Digitisation Project, to make 1.5 million pages from the libraries' collections freely available online. Further information on the University's collections is available at: www.ox.ac.uk/visitors/visiting-oxford/visiting-museums-libraries-places.
Schedule D, Part V, Line 4 The University has significant numbers of individual endowments to be used for specified purposes within the remit of University activities. Endowment reserves fall into the following categories * General academic * Academic posts * Scholarship funds * Support for libraries and museums * Societies * Prize funds
Schedule D (Form 990) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00




SCHEDULE E(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Schools
Right pointing arrow large imageComplete if the organization answered "Yes" to Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Information about Schedule E (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Chancellor Master & Scholars of the University of Oxford
 
Employer identification number

98-6001062
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? ......................
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? ......................................
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. .............................
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? ..........
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? ...............................................
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? ...........................
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? ..............
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? .....................................
5a
 
No
b
Admissions policies? .........................................
5b
 
No
c
Employment of faculty or administrative staff? ..............................
5c
 
No
d
Scholarships or other financial assistance? ................................
5d
 
No
e
Educational policies? .........................................
5e
 
No
f
Use of facilities? ...........................................
5f
 
No
g
Athletic programs? ..........................................
5g
 
No
h
Other extracurricular activities? .....................................
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? ...........
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? ...................
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II.
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) 2013
Schedule E (Form 990 or 990EZ) 2013
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also complete this part to provide any other additional information (see instructions).
Return Reference Explanation
Schedule E, Part I, Line 3 The University's undergraduate and postgraduate admissions websites and prospectuses make it clear that admissions decisions are taken within the framework of the University's Equality Policy and the Equality Act 2010. The undergraduate admissions homepage currently states: "Oxford University is world-famous for academic excellence. We pick the best and brightest students purely on their academic merit and passion for their chosen course."
Schedule E, Part I, Line 6 Oxford University receives various forms of grants and aid from U.K government agencies including via the Higher Education Council for England (HEFCE). Research funding is received from a variety of US governmental agencies. * National Institutes of Health USA $ 4,682,780 * United States Agency for International Development $ 224,866 * United States Department of Energy $ 220,438 * US Defence Threat Reduction Agency $ 138,709 * United States Army $ 120,648
Schedule E (Form 990 or 990-EZ) 2013
Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Chancellor Master & Scholars of the University of Oxford
 
Employer identification number

98-6001062
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
East Asia and the Pacific 2 145 Program Services Education and research 34,411,191
Europe (including Iceland and Greenland) 1 12,739 Program Services Education and Research 2,253,049,869
North America (including Canada and Mexico, but not the United States) 2 622 Program Services Education and Research 174,503,096
South Asia 2 1,047 Program Services Education and Research 80,800,480
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....      
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 7 14,553 2,542,764,636
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe (including Iceland and Greenland) Research and Education 428,489 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 423,450 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 169,448 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 98,044 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 85,879 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 82,789 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 74,470 Wire transfer      
South Asia Research and Education 61,281 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 55,084 Wire transfer      
Sub-Saharan Africa Research and Education 49,290 Wire transfer      
South Asia Research and Education 45,268 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 45,055 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 44,160 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 42,565 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 39,844 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 37,647 Wire transfer      
South Asia Research and Education 32,591 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 31,711 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 29,452 Wire transfer      
Middle East and North Africa Research and Education 25,407 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 25,407 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 23,246 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 23,057 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 22,597 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 20,312 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 19,635 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 19,635 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 19,635 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 18,816 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 18,801 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 17,180 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 17,180 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 17,158 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 16,938 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 16,938 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 15,883 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 15,544 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 15,217 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 15,065 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 14,811 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 14,726 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 14,247 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 13,867 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 12,704 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 12,097 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 11,453 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 10,635 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 10,156 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 9,817 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 9,817 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 9,817 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 9,485 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 9,147 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 8,999 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 8,469 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 8,469 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 8,469 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 8,469 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 8,469 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 7,702 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 7,622 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 7,453 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 7,453 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 7,453 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 7,363 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 7,363 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 7,363 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 6,545 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 6,545 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 6,352 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 5,928 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 5,081 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 5,081 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 5,081 Wire transfer      
Europe (including Iceland and Greenland) Research and Education 5,081 Wire transfer      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
108
3
Enter total number of other organizations or entities .......................MediumBullet
102
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
Bursaries for lower-income families Europe (including Iceland and Greenland) 2,611 11,558,470 Wire transfer      
Industry-linked sponsorship bursaries Europe (including Iceland and Greenland) 117 353,157 Wire transfer      
Hardship funding/Dyslexia Europe (including Iceland and Greenland) 150 238,684 Wire transfer      
Study Abroad Scholarships Europe (including Iceland and Greenland) 90 260,669 Wire transfer      
Erasmus Grant for Students Europe (including Iceland and Greenland) 321 1,022,155 Wire transfer      
Hardship funding Europe (including Iceland and Greenland) 47 212,314 Wire transfer      
PG Scholarships Europe (including Iceland and Greenland) 648 24,016,424 Wire transfer      
Various grants, scholars Europe (including Iceland and Greenland) 5,000 56,587,374 Wire transfer      
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Schedule F, Part I, Line 2 Scholarships are granted to students enrolled for graduate study at the University of Oxford. The scholarships normally comprise of tuition fees, college fees and a maintenance grant. The University pays the tuition fees and college fees directly from its accounts through the Finance Division to the colleges, which ensures they are used for their intended purpose. The University pays the student's maintenance termly, and each student must collect the first payment in person (with identification). Each student is required to write a report at the end of their first term of study and at the end of each academic year. This report details the academic activities and progress, and extra-curricular activities in which they are involved. The maintenance grant is used by the students to help with living costs. The amount of this grant is a recommended amount calculated by a committee of bursars and is based on average costs of rent and living costs.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID: 13000241
Software Version: v1.00



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Chancellor Master & Scholars of the University of Oxford
 
Employer identification number

98-6001062
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
The Philanthropy Company
7-8 Stratford Place
 
London,  
UKW1C 1AY 		Consultancy   No 0 124,425 -124,425
Sarah Sharples
Marlborough Road
 
Oxford,  
UKOX1 4LU 		Consultancy   No 0 12,331 -12,331
             
             
             
             
             
             
             
             
Total .................right arrow 0 136,756 -136,756
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Contributions . .        
3 Gross income (line 1
minus line 2) . . . 		       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID: 13000241
Software Version: v1.00
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Chancellor Master & Scholars of the University of Oxford
 
Employer identification number

98-6001062
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
Yes
 
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Professor A HamiltonUniversity of Oxford, Vice-Chancellor (i)
(ii)		 570,511
0 		0
0 		75,656
0 		0
0 		0
0 		646,167
0 		0
0
(2)Professor EG McKendrickUniversity of Oxford, Registrar (i)
(ii)		 335,947
0 		0
0 		295,520
0 		0
0 		0
0 		631,467
0 		0
0
(3)Mr Giles KerrDirector of Finance (i)
(ii)		 350,674
0 		143,973
0 		5,503
0 		0
0 		0
0 		500,150
0 		0
0
(4)Mr Nigel PortwoodOUP Chief Executive/ Secretary to the Delegates (i)
(ii)		 802,438
0 		271,343
0 		34,623
0 		160,488
0 		146,890
0 		1,415,782
0 		 
0
(5)Mr Kevin AllisonOUP - CFO Global Academic Division (i)
(ii)		 839,988
0 		43,732
0 		99,877
0 		22,019
0 		42,328
0 		1,047,944
0 		 
 
(6)Mr Tim BartonOUP - Managing Director GAB Division (i)
(ii)		 502,242
0 		161,077
0 		198,205
0 		0
0 		116,981
0 		978,505
0 		0
0
(7)Mr Jesus Lezcano GarciaOUP Espana Managing Director (i)
(ii)		 509,133
0 		96,635
0 		57,521
0 		101,826
0 		17,915
0 		783,030
0 		0
0
(8)Professor Peter TufanoDean of Said Business Scholl (i)
(ii)		 627,392
0 		0
0 		112,433
0 		0
0 		0
0 		739,825
0 		0
 
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a The Vice Chancellor is provided with residence for personal use. The accommodation is provided for the better performance of the VC's duties and the employment is one of the kinds for which it is customary for employers to provide accommodation for the employee. The Vice Chancellor was allowed travel for a family member on a business trip during the year. This benefit was treated as taxable compensation. Relocation expenses were paid for the Registrar during the year. This benefit was treated as taxable compensation.
Schedule J, Part I, Line 5 Bonuses are paid that are dependent on Oxford University Press group service levels as well as achievement of its divisional objectives, including sales, surplus and other financial targets.
Schedule J, Part I, Line 7 Nigel Portwood, Kevin Allison, Tim Barton and Jesus Lezcano Garcia were paid bonuses dependent on achievement of OUP's Group and Divisional objectives, sales, surplus, and cash conversion.
Schedule J (Form 990) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Chancellor Master & Scholars of the University of Oxford
 
Employer identification number

98-6001062
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 1,588,369 Appraisal
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2013)
Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
The Chancellor Master & Scholars of the University of Oxford
 
Employer identification number

98-6001062
Return Reference Explanation
Form 990, Part III, Line 1 The principal objectives of the University are the advancement of learning by teaching and research and its dissemination by every means. The University's aim to lead the world in research and education is focused on seven over-arching objectives: * To develop our capacity to generate and share knowledge in the UK, Europe, and globally, ensuring significant contributions to public policy-making and economic growth. * To work effectively with other institutions and organisations, where such partnerships can lead to outstanding research and teaching. * To enhance structures for collaboration across departments, colleges and the University. * To fulfil the aspiration that no potential student should be deterred from applying to Oxford by financial or other barriers and that no student's success should be hampered by financial difficulties * To ensure, through a commitment to the personal education of each student, a quality of education and experience which enables students to apply the values, skills and intellectual discipline they have acquired in the their future lives and careers, and which generates a lifelong sense of connection with Oxford * To contribute effectively to the cultural, social and economic life of the city of Oxford and the Oxfordshire region. * To recruit and retain the best academic staff, ensuring that under-represented groups have equality of opportunity in recruitment, personal development, and career progression in all areas of employment in the University.
Form 990, Part V, Line 3b The University has requested an extension to the filing deadline for form 990-T.
Form 990, Part VI, Section A, Line 4 During the financial year 1 August 2013 to 31 July 2014, the University made the following changes to its Statutes: Statute XI: University Discipline - to amend the student disciplinary procedures to improve their operation whilst safeguarding equity and the principles of natural justice. Statute XIV: Employment of academic and support staff by the university - to establish the grade of associate professor. All changes to statutes require the approval of congregation, some of the changes listed above also required approval by her majesty in council. Regulations are amended on a regular basis and are too numerous to list here.
Form 990, Part VI, Section B, Line 11b Once the University's financial statements have been signed off, a meeting is arranged with key finance/tax employees to identify changes to the previous year's Form 990, identify changes in applicable law, agree methodology for gathering information and agree a timetable for completion and review of the Form 990. After information has been gathered, figures are prepared and reconciled to the financial statements. A review is done at this stage by key tax/finance staff to ensure accuracy and all detail is captured. A meeting is held with the University's Director of Finance to discuss specific aspects of the Form 990. Prior to submission, a final review of the Form 990 is undertaken by key staff including the Director of Finance on behalf of Council (the University's governing body).
Form 990, Part VI, Section B, Line 12c The university has a conflict of interest committee, the remit of which includes ensuring that there are appropriate systems in place to promote and monitor compliance with the university's policy on conflict of interest. Committee secretaries are asked to draw the conflict of interest policy to the attention of their members on an annual basis and to remind committee members at each meeting of the requirement to declare any conflicts or potential conflicts. University departments are also required to self-assess their compliance with the policy on an annual basis. The conflict of interest committee considers responses and follows up as necessary.
Form 990, Part VI, Section B, Line 15 The university has a committee to review the salaries of senior University Officers. The committee includes three members who are external to the university and two members who are not subject to arrangements with regard to their personal salary which are determined by any process involving an individual whose salary is covered by the remit of the committee. The committee makes recommendations to Council on the salaries on appointment of the Vice-Chancellor, the Registrar, and the Director of Finance; reviews the salaries of each of those office-holders with effect from the 1 October closest to two calendar years after the starting salaries were set for each office-holder; and reviews the salaries of each office-holder every two years thereafter. The date on which this process was last undertaken for current senior officers was: The Vice Chancellor, Registrar, and Director of Finance: October 1, 2013. The committee is also responsible, on the recommendation of a panel of the personnel committee, for: * Determining the salaries on appointment of the pro-vice-chancellors with special responsibility for designated functions and of the heads of divisions; * Reviewing the salaries of each of those office-holders with effect from the 1 October closest to two calendar years after the starting salaries were set for each office-holder; and * Reviewing the salaries of each office-holder every two years thereafter. In carrying out reviews the committee considers whether there have been any significant changes in the duties of, or any significant developments associated with, the offices concerned since the salaries of the holders of the offices were last determined; and ensures that the views of the officeholders concerned and the views of the officers to whom those officeholders are responsible have been solicited.
Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policy and financial statements are all available on the University's website, or on request.
Form 990, Part XI, Line 9 * Net exchange rate gains (losses) $ 333,457,041 * Increase in permanent endowments $ 20,087,961 * Increase in expendable endowments $ 12,548,661 * Increase in deferred capital grants $ 68,142,312 * Expendable endowments tfr to I&E $ 18,367,408 * Movement on Pension Liability ($ 83,630,675) * Property Revaluation $7,847,375 * Other changes in net assets $ 1,108,397
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
The Chancellor Master & Scholars of the University of Oxford
 
Employer identification number

98-6001062
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) Oxford University Press LLC
198 Madison Avenue
New York,NY10016
 Publishing NY 0 0 The Chancellor Master & Scholars of the University of Oxford
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) Oxford Univ Dev (NA) Inc

500 Fifth Avenue
32nd Floor
New York,NY10110
13-3497066 		Fundraising NY 501(c)(3) 9 N/A
 
No
(2) Oxford Endowment Fund

King Charles House
Park End Street
Oxford,OxfordshireOX1 1JG
UK
98-0680056 		Funds Management UK 501(c)(3) 11a The Chancellor Master & Scholars of the University of Oxford
 
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Instruct Academic Services Ltd

University Offices
Wellington Square
Oxford   OX1 2JD
UK
Scientific UK The Chancellor Master & Scholars of the University of Oxford
  		C 794,392 853,675 100 % Yes  
(2) ISIS Innovation Limited

University Offices
Wellington Square
Oxford   OX1 2JD
UK
Research UK The Chancellor Master & Scholars of the University of Oxford
  		C 23,735,219 12,756,008 100 % Yes  
(3) ISIS Innovation (Hong Kong) Limited

Level 12 Infinitus Plaza
199 Des Voeuz Road Central
Sheung Wang,Hong Kong  
HK
Research HK ISIS Innovation Limited
  		C 704,368 789,477 100 % Yes  
(4) Oxford Limited

University Offices
Wellington Square
Oxford   OX1 2JD
UK
Retail UK The Chancellor Master & Scholars of the University of Oxford
  		C 2,833,727 945,140 100 % Yes  
(5) Oxford Mutual Limited

University Offices
Wellington Square
Oxford   OX1 2JD
UK
Insurance UK The Chancellor Master & Scholars of the University of Oxford
  		C 3,438,414 3,794,112 100 % Yes  
(6) Oxford Said Business School Limited

University Offices
Wellington Square
Oxford   OX1 2JD
UK
Education UK The Chancellor Master & Scholars of the University of Oxford
  		C 26,943,277 15,256,057 100 % Yes  
(7) Oxford University (Beijing) Science & Technology Co Ltd

20th Floor Kerry Centre N Tower
1 Guanghua Road
Chaoyand District,Beijing  
CH
Research CH The Chancellor Master & Scholars of the University of Oxford
  		C 7,005,819 1,392,604 100 % Yes  
(8) Oxford University Endowment Management

King Charles House
Park End Street
Oxford   OX1 1JD
UK
Investment Management UK The Chancellor Master & Scholars of the University of Oxford
  		C 11,592,367 9,497,137 100 % Yes  
(9) Oxford University Fixed Assets Limited

University Offices
Wellington Square
Oxford   OX1 2JD
UK
Management UK The Chancellor Master & Scholars of the University of Oxford
  		C 30,342,733 12,959,264 100 % Yes  
(10) Oxford University Trading Limited

University Offices
Wellington Square
Oxford   OX1 2JD
UK
Retail UK The Chancellor Master & Scholars of the University of Oxford
  		C 28,318,642 22,380,179 100 % Yes  
(11) Gray Laboratory Cancer Research Trust
Gray Cancer Trust
University Offices
Wellington Square
Oxford   OX1 2JD
UK
Research UK The Chancellor Master & Scholars of the University of Oxford
  		C 2,100,312 1,311,001 100 % Yes  
(12) University of Oxford China Office

Suite 4018 Cosco Tower
181-183 Queens Road
HK
Fundraising HK The Chancellor Master & Scholars of the University of Oxford
  		C 804,538 220,487 100 % Yes  
(13) Voltaire Foundation

99 Banbury Road
Oxford   OX2 6JX
UK
Publishing UK The Chancellor Master & Scholars of the University of Oxford
  		C 1,053,544 1,161,947 100 % Yes  
(14) James Martin 21st Century (UK) Trust

University Offices
Wellington Square
Oxford   OX1 2JD
UK
Trust UK N/A
 T 3,872,193 65,453,158 100 %   No
(15) James Martin 21st Century Foundation

University Offices
Wellington Square
Oxford,OX1 2JD  
UK
Trust BD N/A
 T 1,344,764 38,828,551 100 %   No
(16) OELT Ltd

Great Clarendon Street
Oxford   OX2 6DP
UK
Publishing UK The Chancellor Master & Scholars of the University of Oxford
  		C 77,215 1,164,167 100 % Yes  
(17) Oxford Publishing Limited

Great Clarendon Street
Oxford   OX2 6DP
UK
Publishing UK The Chancellor Master & Scholars of the University of Oxford
  		C 11,959,922 42,031,647 100 % Yes  
(18) Oxford Reference Limited

Great Clarendon Street
Oxford   OX2 6DP
UK
Sale of online advertising UK Oxford University Press
  		C 399,452 263,066 100 % Yes  
(19) Oxford Information Limited

Great Clarendon Street
Oxford   OX26DP
UK
Publishing UK Oxford University Press
  		C -11,160 277,483 100 % Yes  
(20) Oxuniprint Limited

Great Clarendon Street
Oxford   OX2 6DP
UK
Publishing UK The Chancellor Master & Scholars of the University of Oxford
  		C 122,601 148,556 100 % Yes  
(21) Oxford University Press Espana

Parque Empresarial San Fernando
Edificio Atenas Esc A Planta 1a
Madrid   28830
SP
Publishing SP Oxford Publishing Ltd
  		C 5,483,036 49,174,932 100 % Yes  
(22) Oxford University Press Kabushiki Kaisha

Tamachi Place 3F
4-17-5 Shiba
Tokyo   108-8386
JA
Publishing JA The Chancellor Master & Scholars of the University of Oxford
  		C 184,216 9,655,763 100 % Yes  
(23) Oxford University Press (China) Ltd

18/F Warwick House East
Taikoo Place 979 Kings Road
Hong Kong    
HK
Publishing HK The Chancellor Master & Scholars of the University of Oxford
  		C 6,060,792 15,951,671 100 % Yes  
(24) Oxford University Press (Shanghai) Ltd

Suite 13 Tower E2 Oriental Plaza
1 East Chang An Avenue
Beijing   100738
CH
Publishing CH OUP (China) Limited
  		C 284,452 2,697,546 100 % Yes  
(25) Oxford University Press GmbH

Lise Meitner Strasse 1
Berlin   1 0589
GM
Publishing GM Oxford Publishing Ltd
  		C 54,761 515,871 100 % Yes  
(26) Oxford University Press Mexico SA de CV

Antonio Caso 142
Col San Rafael Del Cuauhtemoc
Mexico City    
MX
Publishing MX Oxford Publishing Limited
  		C 987 1,134,246 100 % Yes  
(27) Oxford University Press do Brasil Pub Lta

Av Jaguare 818 Galpoes 30/31
cep 05346 000
Sao Paulo    
BR
Publishing BR Oxford Publishing Limited
  		C 583,987 17,634,164 100 % Yes  
(28) Oxford University Press East Africa Limited

Upper Hill Elgon Road
PO Box 72532-00100
Nairobi    
KE
Publishing KE Oxford Publishing Limited
  		C 2,129 13,410 100 % Yes  
(29) Oxford University Press Tanzania Limited

Plot 149 Mikocheni B
Old Bagamoyo Road
Dar Es Salaam    
TZ
Publishing TZ The Chancellor Master & Scholars of the University of Oxford
  		C 158 1,145 100 % Yes  
(30) Oxford University Press Southern Africa (Prop) Ltd

Vasco Boulevard
N1 City Goodwood
Cape Town   7460
SF
Publishing SF The Chancellor Master & Scholars of the University of Oxford
  		C 8,045,521 49,240,378 75 % Yes  
(31) Oxford University Press SA (Properties) Ltd

Vasco Boulevard
N1 City Goodwood
Cape Town   7460
SF
Publishing SF The Chancellor Master & Scholars of the University of Oxford
  		C 145,877 2,629,567 100 % Yes  
(32) Oxford Yayincilik Ltd

Neset Omer Sokak 4/4
34710 Kadikoy
Istanbul    
TU
Publishing TU Oxford Publishing Limited
  		C 1,143,728 8,661,179 100 % Yes  
(33) Oxford Fajar Sdn Berhad

4 Jalan Pemaju Seksyen U1
Hicom-Glenmarie Industrial Park
Shah Alam,Selangor Darul Eh40150
MY
Publishing MY OELT Ltd
  		C 471,412 7,629,416 70 % Yes  
(34) Dentingan Kejayaan Sdn Bhd

4 Jalan Pemaju
Hicom-Glenmarie Industrial Park
Shah Alam,Selangor Darul Eh40150
MY
Publishing MY The Chancellor Master & Scholars of the University of Oxford
  		C 223,448 1,768,854 100 % Yes  
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Oxford Univ Dev (NA) Inc

 c 8,703,961 Donations received from Americans for Oxford as collected by Oxford Univ Dev (NA) Inc





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R, Part IV Part IV of schedule R lists only those controlled entities that have U.S. source income. These controlled entities do not engage in the conduct of any trade or business in the U.S. The University has additional controlled entities outside of the U.S. and which have no U.S. source income, which are not included on Part IV of Schedule R. The income disclosed in Schedule R Part IV is the subsidiary's income from US sources only. These are not effectively connected with the conduct of a trade or business in the US. The University has additional taxable subsidiaries outside of the U.S. that have no U.S. source income and are not included in Schedule R, Part IV.
Schedule R, Part V, Line 2 Oxford University conducts its exempt program activities worldwide directly and through a number of controlled entities around the World. In conducting its exempt program activities it engages in frequent transactions with controlled entities on a daily basis. Transactions between non-US entities have not been disclosed. Oxford University does not maintain any controlled entities in the United States.
Schedule R (Form 990) 2013
Additional Data


Software ID: 13000241
Software Version: v1.00