2025-05-05T12:21:43+00:00 2024-07-31 440160260 Forvis Mazars LLP 135 West 50th Street New York NY 10020 990 2023-08-01 133497066 Oxford University Development (North America) Inc OXFO 2123774900 500 Fifth Avenue 32nd Fl New York NY 10110 Sheila Barrett Executive Director 2123774900 2025-05-05 true true Aaron Shapiro P01333816 2128127000 2025-05-05 2023 2025-03-06 01:10:19Z Sheila Barrett 500 Fifth Avenue 32nd Fl New York NY 10110 3911248 false X www.OxfordNA.org X 1988 NY THE ORGANIZATION PROMOTES FUNDRAISING ACTIVITIES ON BEHALF OF TAX-EXEMPT ORGANIZATIONS IN NORTH AMERICA SEEKING TO RAISE FUNDS FOR OXFORD UNIVERSITY IN OXFORD, ENGLAND. 7 5 17 5 0 0 3829200 3698965 97452 43459 67169 168457 148141 367 4141962 3911248 0 0 0 0 2767380 2247983 0 0 0 1310926 1584217 4078306 3832200 63656 79048 4585953 4040051 5020184 4395234 -434231 -355183 TO ENGAGE IN FUNDRAISING ACTIVITIES ON BEHALF OF TAX-EXEMPT ORGANIZATIONS IN NORTH AMERICA SEEKING TO RAISE FUNDS FOR OXFORD UNIVERSITY IN OXFORD, ENGLAND. false false 2770505 43459 TO PROMOTE FUNDRAISING ACTIVITIES ON BEHALF OF TAX-EXEMPT ORGANIZATIONS IN NORTH AMERICA SEEKING TO RAISE FUNDS FOR OXFORD UNIVERSITY IN OXFORD, ENGLAND. 2770505 true true false false false false false false false false false false true true false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 8 0 17 true false false false false false false false false false false false false false false X 7 5 false false false false false false false true true false false true true true true true true true false false NY X Olga Litvin 2123774900 500 Fifth Avenue 32nd Fl New York NY 10110 DR LIZ MILLER CHAIRMAN 1.0 X X 0 0 0 OLGA LITVIN BOARD TREASURER/DIR OF FINANCE 40.0 X X 168546 0 27904 SHEILA BARRETT EXECUTIVE DIRECTOR/PRESIDENT 40.0 X X 238257 0 70650 BARONESS JAN ROYALL DIRECTOR 1.0 X 0 0 0 DANIEL SLIFKIN DIRECTOR (SINCE 6/24) 1.0 X 0 0 0 MARIUS APETREI DIRECTOR 1.0 X 0 0 0 NEIL SIMPKINS DIRECTOR (SINCE 6/24) 1.0 X 0 0 0 ALISON RUSSELL ASSOCIATE VICE-PRESIDENT 40.0 X 193003 0 53611 JO ANN COREY DIR OF EVENTS/ALUMNI RELATIONS 40.0 X 145576 0 56606 SERINA LEE DIR OF RESEARCH/OPERATION 40.0 X 220259 0 46126 MICHAEL CUNNINGHAM PRESIDENT (THRU 12/22) 0.0 X 325000 0 0 1290641 0 254897 6 false true false 0 3698965 3698965 ALUMNI AND COLLEGE EVENT INCOME 611310 43459 43459 0 0 0 0 43459 168457 168457 0 0 0 0 MISCELLANEOUS 900099 367 367 0 0 0 0 367 3911248 43459 0 168824 519843 236584 283259 1234294 983517 250777 42066 35586 6480 322817 241604 81213 128963 91564 37399 24880 17665 7215 29137 20687 8450 144821 102823 41998 0 134099 95210 38889 1972 1972 826572 586294 240278 42722 30332 12390 22636 16072 6564 Alumni and college events 174746 174746 Miscellaneous 142228 100981 41247 Research 21314 21314 Meals and entertainment 19090 13554 5536 0 0 0 0 3832200 2770505 1061695 0 153135 175781 1056740 974300 0 0 132753 136596 0 0 0 480518 621899 0 0 2762807 2131475 4585953 4040051 124959 72973 0 4895225 4322261 5020184 4395234 X -434231 -355183 -434231 -355183 4585953 4040051 79048 0 X false true X true false X X 1 THE CHANCELLOR MASTERS AND SCHOLARS OF UNIV OF OXFORD 986001062 5 true 0 0 1 0 0 true false false true false false false false false false false false false false false false false true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Right of use asset - operating 2131475 2131475 Operating lease liability 2486658 Refundable advances 1213704 Deferred compensation 621899 4322261 3911248 0 0 3911248 0 0 3911248 3832200 0 0 3832200 0 0 3832200 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X true false false false false false false false false MICHAEL CUNNINGHAM PRESIDENT (THRU 12/22) 0 0 325000 0 0 0 0 0 0 0 325000 0 0 0 SHEILA BARRETT EXECUTIVE DIRECTOR/PRESIDENT 238257 0 0 0 0 0 11946 0 58704 0 308907 0 0 0 OLGA LITVIN BOARD TREASURER/DIR OF FINANCE 168546 0 0 0 0 0 8547 0 19357 0 196450 0 0 0 JO ANN COREY DIR OF EVENTS/ALUMNI RELATIONS 145576 0 0 0 0 0 7529 0 49077 0 202182 0 0 0 SERINA LEE DIR OF RESEARCH/OPERATION 220259 0 0 0 0 0 7050 0 39076 0 266385 0 0 0 ALISON RUSSELL ASSOCIATE VICE-PRESIDENT 193003 0 0 0 0 0 9650 0 43961 0 246614 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment MICHAEL CUNNINGHAM RECEIVED A SETTLEMENT BONUS OF $325,000 PER HIS SEPARATION AGREEMENT. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS DISTRIBUTED TO THE BOARD AND REVIEWED BY EACH BOARD MEMBER BEFORE FILING. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. Form 990, Part VI, Line 12c Conflict of interest policy EACH YEAR THE MEMBERS OF THE BOARD AND MANAGEMENT REVIEW THE CONFLICT OF INTEREST POLICY AND EACH PERSON SIGNS THE DISCLOSURE FORM WHICH DISCLOSES IF THEY HAVE ANY CONFLICTS OF INTEREST. DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE CHIEF EXECUTIVE OFFICER (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR, (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO OUDNA. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF OUDNA AND THE ADVANCEMENT OF ITS PURPOSE. Form 990, Part VI, Line 15a Process to establish compensation of top management official FORM 990 OF OTHER ORGANIZATIONS AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE WERE USED TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES. THIS PROCESS WAS LAST PERFORMED IN JUNE 2023. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANCELLOR MASTERS & SCHOLARS OF OXFORD 500 FIFTH AVENUE 32ND FLOOR NEW YORK NY 10110 986001062 TO EDUCATE 501(c)(3) 2 NA false AMERICANS FOR OXFORD INC 500 5th Ave 32nd Floor New York New York NY 10110 521495060 SUPPORT EDU. 501(c)(3) 7 NA false UNIVERSITY OF OXFORD EDUCATION NA false false false true false false false false false false false false false false false false false false false false