2024-11-07T16:01:12-06:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 E CARY ST SUITE 201 RICHMOND VA 23223 990 2023-01-01 136024454 AMER TR FOR OXFORD UNIV & EASTMAN 067381-000 AMER 2124150531 1100 NORTH MARKET STREET WILMINGTON DE 198900001 WILMINGTON TRUST N A SVP 2124150531 2024-10-31 true true SANDRA MURPHY P01252209 8043446000 2024-10-31 2023 2024-10-15 13:58:12Z LEE HEIMS 1100 N MARKET ST DE3-C070 WILMINGTON DE 198900001 7389155 false X N/A X 1928 NY RECEIVE CONTR/MAKE GRANTS TO BENEFIT OXFORD UNIV- COLLEGES, LIBRARIES, MUSEUMS OR OTHER ENTITIES. 0 0 0 0 0 7077777 6569884 0 140846 424638 0 7218623 6994522 11093880 7091027 0 44892 38621 0 0 9306 1500 11148078 7131148 -3929455 -136626 3452156 3474519 0 0 3452156 3474519 RECEIVE CONTR/MAKE GRANTS TO BENEFIT OXFORD UNIV- COLLEGES, LIBRARIES, MUSEUMS OR OTHER ENTITIES. false false 7133572 7091027 6844349 DISTRIBUTING INCOME TO OXFORD UNIVERSITY, ITS COLLEGES, LIBRARIES, MUSEUMS, OR OTHER CONSTITUENT ENTITIES. 7133572 true true false false false false false false false 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 false false false true false false false false false false false false true 0 0 0 false false false false false false false false false false false false false X 0 0 false false false false false false false true true false false true true true true true true true true false NY X WILMINGTON TRUST COMPANY 2124150531 1100 N MARKET STREET WILMINGTON DE 198900001 WILMINGTON TRUST COMPANY TRUSTEE 2.4 X 38686 0 0 38686 0 0 false false false X 6569884 274465 6569884 86545 86545 732726 394633 338093 338093 338093 6994522 338093 86545 X 7091027 7091027 38621 23173 15448 1500 1500 0 0 Foreign Taxes AG NY 500 Filing Fee 7131148 7114200 16948 0 X 1301800 1230227 2150356 2244292 3452156 3474519 0 0 X 3452156 3474519 3452156 3474519 3452156 3474519 X -136626 158989 X false false false X 7857798 3664354 6951373 6975702 2491602 27940829 7857798 3664354 6951373 6975702 2491602 27940829 27940829 104484 52771 50193 61500 86545 355493 28296322 0.98740 0.98900 X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED TO DISTRIBUTE INCOME TO OXFORD UNIVERSITY 0 0 0 CHECK 7091027 Other 0 0 false false false false false false X 7 274465 AVERAGE FAIR MARKET VALUE false false false LINE 33 ALL NONCASH ITEMS WERE GIFTS OF PUBLICLY TRADED STOCK. THE NUMBER OF CONTRIBUTIONS IS REPORTED ON PART I LINE 9 FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, SECTION B, THE FORM 990 IS PREPARED BY THE TRUSTEE'S TAX DEPARTMENT AFTER CONSULTATION WITH THE TRUST OFFICER. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, SECTION B, LINE 12C: THIS ORGANIZATION IS A TRUST HAVING AS ITS TRUSTEE WILMINGTON TRUST COMPANY (WTC). WTC IS A WHOLLY-OWNED SUBSIDIARY OF M&T BANK CORPORATION (M&T). M&T HAS A WRITTEN CODE OF BUSINESS CONDUCT AND ETHICS TO WHICH ALL EMPLOYEES ARE SUBJECT. WTC PERSONNEL ARE SUBJECT TO THAT POLICY AS WELL AS A SEPARATE WTC CONFLICTS OF INTEREST POLICY. ALL WTC PERSONNEL ARE REQUIRED TO TAKE AND SIGN OFF ON COMPLETION OF AN ONLINE COURSE ON FORM 990, PART VI, SECTION C, LINE 19: FORM 990, PART VI, SECTION C, LINE 19: WILMINGTON TRUST COMPANY (WTC) ACTS AS TRUSTEE IN EXECUTING THESE DUTIES. WTC IS A WHOLLY-OWNED SUBSIDIARY OF M&T BANK CORPORATION (M&T), AND CONFLICTS OF M&T OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE DISCLOSED IN THE ANNUAL REPORT SENT TO ALL SHARHOLDERS AND MADE AVAILABLE ON THE M&T WEBSITE. M&T HAS A WRITTEN CODE OF BUSINESS CONDUCT AND ETHICS THAT ALSO AVAILABLE ON ITS WEBSITE AT THE INVESTOR RELATIONS LINK. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THE BANK AS TRUSTEE RECEIVES TRUSTEE FEES DETERMINED BY THE GOVERNING INSTRUMENT AND/OR STATE LAW. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW FORM 990 IS REPARED BY THE TRUSTEE'S TAX DEPARTMENT AFTER CONSULTATION WITH THE TRUST OFFICERS. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c THIS ORGANIZATION IS A TRUST HAVING AS ITS TRUSTEE WILMINGTON TRUST COMPANY (WTC). WTC IS A WHOLLY-OWNED SUBSIDIARY OF M&T BANK CORPORATION (M&T). M&T HAS A WRITTEN BUSINESS CODE OF ETHICS TO WHICH ALL EMPLOYEES ARE SUBJECT. WTC PERSONNEL ARE SUBJECT TO THAT POLICY AS WELL AS A SEPARATE WTC CONFLICT OF INTEREST POLICY. ALL WTC PERSONNEL ARE REQUIRED TO TAKE AND SIGN OFF ON COMPLETION OF AN ONLINE COURSE ON THE M&T CODE OF BUSINESS CONDUCT AND ETHICS ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15a THE BANK AS TRUSTEE RECEIVES TRUSTEE FEES DETERMINED BY THE GOVERNING INSTRUMENT AND/OR STATE LAW FORM 990, PAGE 6, PART VI, LINE 15b THE BANK AS TRUSTEE RECEIVES TRUSTEE FEES DETERMINED BY THE GOVERNING INSTRUMENT AND/OR STATE LAW FORM 990, PAGE 6, PART VI, LINE 19 WILMINGTON TRUST COMPANY (WTC) ACTS AS TRUSTEE IN EXECUTING THESE DUTIES. WTC IS A WHOLLY OWNED SUBSIDY OF M&T, AND CONFLICT OF M&T OFFICERS, DIRECTERS AND KEY EMPLOYEES ARE DISCLOSED IN THE ANNUAL REPORT SENT TO ALL SHAREHOLDERS AND MADE AVAILABLE ON ITS WEBSITE AT THE INVESTOR RELATIONS LINK. FINANCIAL STATEMENTS. PER SE, ARE NOT DRAFTED FOR THE ORGANIZATION, BUT THE FORM 990 ITSELF CONVEYS THAT INFORMATION AND IS WIDELY DISEMINATED ON THE WORLD WIDE WEB. THE GOVERNING DOCUMENT OF THE ORGANIZATION IS AVAILABLE UPON REQUEST. FORM 990, PAGE 7, PART VII, SECTION A 1 EXPLANATION FOR FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: 2023 TRANSACTION POSTEDIN 2024 $-2585.71, 2022 TRANSACTION POSTED IN 2023 $-3,694.56, 2022 YEAR END COST ADJUSTMENT $160,327.55, ROUNDING $-23.39