The Oxford Funds
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 360,558,689 | 56,662,695 | 303,895,994 | 316.3 | 0% |
| 2012 | 137,341,103 | 72,889,933 | 64,451,170 | 290.4 | 0% |
| 2013 | 306,245,911 | 81,400,688 | 224,845,223 | 423.8 | 0% |
| 2014 | 417,831,879 | 93,671,507 | 324,160,372 | 394.4 | 0% |
| 2015 | 703,899,279 | 108,663,810 | 595,235,469 | 392.2 | 0% |
| 2016 | 244,692,747 | 112,346,132 | 132,346,615 | 368.4 | 0% |
| 2017 | 508,626,813 | 121,968,200 | 386,658,613 | 408.9 | 0% |
| 2018 | 932,367,917 | 715,174,559 | 217,193,358 | 66.7 | 0% |
| 2019 | 927,274,388 | 228,453,002 | 698,821,386 | 256.2 | 0% |
| 2020 | 507,723,958 | 175,879,649 | 331,844,309 | 396.9 | 0% |
| 2021 | 736,357,819 | 212,608,535 | 523,749,284 | 390.2 | 0% |
| 2022 | 1,105,407,774 | 222,008,769 | 883,399,005 | 349.3 | 0% |
| 2023 | 311,451,608 | 266,670,631 | 44,780,977 | 311.0 | 0% |
In its most recent public year (2023), this organization brought in $44,780,977 more than it spent. Its reserves stood at about 311 months of spending, down from 316.3 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
The Oxford Funds's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works