The Oxford Funds

Analysis

The Oxford Funds is a registered charity in United States, based in United Kingdom. It received its IRS tax-exemption ruling in June 2011, 15 years ago. Its declared purposes cover international, foreign affairs and national security, which this site groups under overseas aid and international. The IRS classifies it as a supporting organisation (type i) under section 501(c)(3).

In the financial year ending December 2023, The Oxford Funds reported income of $311.5m and spending of $266.7m, spending 86% of its income. Across the 5 years on record, from December 2019 to December 2023, income fell from $927.3m to $311.5m (-66%), an average of -24% a year. The sharpest change came in the year to December 2023, when income dropped by 72%. Over the whole period it spent 31% of the income it received.

Among 10,317 United States charities whose main cause is overseas aid and international and that reported income, The Oxford Funds sits at the 100th percentile: it is one of the largest 1% in its cause. Against every charity in United States with reported income it ranks in the 100th percentile. Charities of a similar size with the same main cause include Matthew 25 Ministries Inc ($297.3m), Habitat for Humanity International Inc ($329.2m) and American Friends of Magen David Adom ($288.5m).

On its Form 990 for the period ending December 2023, revenue came from program service revenue 13% of the total. At year end it held assets of $6.93bn against liabilities of $19.4m, net assets of $6.91bn.