OPEN UNIVERSITY

Address
MILTON KEYNES BUCKINGHAMSHIRE MK7 6
UNITED KINGDOM, FO 00000-0000
UK
Contact
Website: http://www.open.ac.uk/
Phone: +1 (190) 827-4066
Nonprofit
NTEE: B43 - University or Technological Institute
EIN: 98-0426561

Mission

THE OPEN UNIVERSITY'S MISSION IS TO BE OPEN TO PEOPLE, PLACES, METHODS AND IDEAS. PEOPLE: MAKING UNIVERSITY STUDY AVAILABLE TO AN INCREASINGLY LARGE AND DIVERSE BODY OF STUDENTS, AND PROVIDING LEARNING OPPORTUNITIES THAT MEET INDIVIDUALS' LIFELONG NEEDS. PLACES: PROVIDING LEARNING OPPORTUNITIES IN THE HOME, WORKPLACE AND COMMUNITY THROUGHOUT THE UNITED KINGDOM AND SELECTIVELY ELSEWHERE, AND SERVING AN INCREASINGLY MOBILE POPULATION. METHODS: USING AND DEVELOPING THE MOST EFFECTIVE MEDIA AND TECHNOLOGIES FOR LEARNING, TEACHING AND ASSESSMENT, WHILST ATTACHING CENTRAL IMPORTANCE TO THE PERSONAL ACADEMIC SUPPORT GIVEN TO STUDENTS, AND WORKING COLLABORATIVELY WITH OTHERS TO EXTEND AND ENRICH LIFELONG LEARNING. IDEAS: DEVELOPING A VIBRANT ACADEMIC COMMUNITY THAT REFLECTS AND SUPPORTS THE DIVERSITY OF INTELLECTUAL INTERESTS OF ALL STUDENTS AND STAFF, AND THAT IS DEDICATED TO THE ADVANCEMENT AND SHARING OF KNOWLEDGE THROUGH RESEARCH AND SCHOLARSHIP.
 201520142013
Basic features of the organization
Year of formation1969
Subsection501(c)(3)
Organization typeCorporation
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel $4,502,851.00 
Sum of reportable (W2/1099) compensation $4,627,007.00 
Number of employees 0 
Number of people compensated >$100k 359 
Number of volunteers 0 
Number of highly compensated contractors 278 
Personnel
Andrew, David
Title Director of Marketing 
Name of key/compensated person David Andrew 
Average hours per week working for org 37.0 
Reportable compensation from org $203,568.00 
Breakdown of reportable comp
Base reportable compensation from org $203,568.00 
Bonus and incentive reportable compensation $0.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $32,571.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $32,571.00 
Sum of all compensation from org $236,139.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Bean, Martin
Title Vice-Chancellor 
Name of key/compensated person Martin Bean 
Average hours per week working for org 42.0 
Reportable compensation from org $585,092.00 
Breakdown of reportable comp
Base reportable compensation from org $585,092.00 
Bonus and incentive reportable compensation $0.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $93,614.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $93,614.00 
Sum of all compensation from org $678,706.00 
Position Individual trustee or director, Officer 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 2.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Blackman, Timothy
Title PRO-VICE-CHANCELLOR 
Name of key/compensated person TIMOTHY BLACKMAN 
Average hours per week working for org 37.0 
Reportable compensation from org $190,427.00 
Breakdown of reportable comp
Base reportable compensation from org $185,717.00 
Bonus and incentive reportable compensation $4,710.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $30,469.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $30,469.00 
Sum of all compensation from org $220,896.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Briffa, Edward
Title External Member 
Name of key/compensated person Edward Briffa 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Brown, Howard
Title TREASURER 
Name of key/compensated person Howard Brown 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director, Officer 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Burrell, Alan
Title Director of Estates 
Name of key/compensated person Alan Burrell 
Average hours per week working for org 37.0 
Reportable compensation from org $160,365.00 
Breakdown of reportable comp
Base reportable compensation from org $154,085.00 
Bonus and incentive reportable compensation $6,280.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $25,657.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $25,657.00 
Sum of all compensation from org $186,022.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Cantieri, Marianne
Title President, OU Student Assoc. 
Name of key/compensated person Marianne Cantieri 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Draper, Jan
Title SENATE MEMBER 
Name of key/compensated person JAN DRAPER 
Average hours per week working for org 42.0 
Reportable compensation from org $112,461.00 
Other comp, non-reportable, from org and related orgs $17,994.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Dutton, Sue
Title Employee 
Name of key/compensated person Sue Dutton 
Average hours per week working for org 42.0 
Reportable compensation from org $91,649.00 
Other comp, non-reportable, from org and related orgs $14,664.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Falconer, Isobel
Title Associate Lecturer 
Name of key/compensated person Isobel Falconer 
Average hours per week working for org 35.0 
Reportable compensation from org $26,665.00 
Other comp, non-reportable, from org and related orgs $2,847.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Freeling, Anthony
Title External Member 
Name of key/compensated person Anthony Freeling 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Haskins, Christopher
Title Pro-Chancellor/Council Chair 
Name of key/compensated person Christopher Haskins 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director, Officer 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Hedges, Miles
Title Finance Director 
Name of key/compensated person Miles Hedges 
Average hours per week working for org 37.0 
Reportable compensation from org $220,467.00 
Breakdown of reportable comp
Base reportable compensation from org $211,047.00 
Bonus and incentive reportable compensation $9,420.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $35,276.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $35,276.00 
Sum of all compensation from org $255,743.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 3.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Heil, Bruce
Title Associate Lecturer 
Name of key/compensated person Bruce Heil 
Average hours per week working for org 35.0 
Reportable compensation from org $72,697.00 
Other comp, non-reportable, from org and related orgs $10,285.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Hetherington, Kevin
Title SENATE MEMBER 
Name of key/compensated person Kevin Hetherington 
Average hours per week working for org 42.0 
Reportable compensation from org $141,507.00 
Breakdown of reportable comp
Base reportable compensation from org $141,507.00 
Bonus and incentive reportable compensation $0.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $22,641.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $22,641.00 
Sum of all compensation from org $164,148.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Hill, Steve
Title Commercial Director 
Name of key/compensated person Steve Hill 
Average hours per week working for org 37.0 
Reportable compensation from org $258,212.00 
Breakdown of reportable comp
Base reportable compensation from org $258,212.00 
Bonus and incentive reportable compensation $0.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $41,314.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $41,314.00 
Sum of all compensation from org $299,526.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 5.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Holt, Nigel
Title Director of HR 
Name of key/compensated person Nigel Holt 
Average hours per week working for org 37.0 
Reportable compensation from org $157,857.00 
Breakdown of reportable comp
Base reportable compensation from org $153,147.00 
Bonus and incentive reportable compensation $4,710.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $25,257.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $25,257.00 
Sum of all compensation from org $183,114.00 
Position Highly compensated employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Howell, Ian
Title Global Business Director 
Name of key/compensated person Ian Howell 
Average hours per week working for org 37.0 
Reportable compensation from org $219,692.00 
Breakdown of reportable comp
Base reportable compensation from org $219,692.00 
Bonus and incentive reportable compensation $0.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $35,150.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $35,150.00 
Sum of all compensation from org $254,842.00 
Position Highly compensated employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Howells, Anne
Title Dir for Learn. and Teach. Sol. 
Name of key/compensated person Anne Howells 
Average hours per week working for org 37.0 
Reportable compensation from org $162,277.00 
Breakdown of reportable comp
Base reportable compensation from org $157,567.00 
Bonus and incentive reportable compensation $4,710.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $25,964.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $25,964.00 
Sum of all compensation from org $188,241.00 
Position Highly compensated employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Hudson, Lucian
Title Director of Communications 
Name of key/compensated person Lucian Hudson 
Average hours per week working for org 37.0 
Reportable compensation from org $157,889.00 
Breakdown of reportable comp
Base reportable compensation from org $148,469.00 
Bonus and incentive reportable compensation $9,420.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $25,262.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $25,262.00 
Sum of all compensation from org $183,151.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Humphreys, Robert
Title Senate Member 
Name of key/compensated person Robert Humphreys 
Average hours per week working for org 42.0 
Reportable compensation from org $151,855.00 
Breakdown of reportable comp
Base reportable compensation from org $151,855.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $24,297.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $24,297.00 
Sum of all compensation from org $176,152.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Larkman, Brian
Title External Member 
Name of key/compensated person Brian Larkman 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Lloyd, Christina
Title Senate Member 
Name of key/compensated person Christina Lloyd 
Average hours per week working for org 42.0 
Reportable compensation from org $180,585.00 
Breakdown of reportable comp
Base reportable compensation from org $174,305.00 
Bonus and incentive reportable compensation $6,280.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $28,893.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $28,893.00 
Sum of all compensation from org $209,478.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
MacPherson, Shonaig
Title External Member 
Name of key/compensated person Shonaig Macpherson 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Mallison, Guy
Title Director of Strategy 
Name of key/compensated person Guy Mallison 
Average hours per week working for org 37.0 
Reportable compensation from org $177,435.00 
Breakdown of reportable comp
Base reportable compensation from org $171,155.00 
Bonus and incentive reportable compensation $6,280.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $28,389.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $28,389.00 
Sum of all compensation from org $205,824.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Matthewman, David
Title Chief Information Officer 
Name of key/compensated person David Matthewman 
Average hours per week working for org 37.0 
Reportable compensation from org $232,638.00 
Breakdown of reportable comp
Base reportable compensation from org $199,910.00 
Bonus and incentive reportable compensation $6,280.00 
Other reportable compensation from org $26,448.00 
Retirement and other deferred compensation $37,223.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $37,223.00 
Sum of all compensation from org $269,861.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
McCool, Ros
Title External Member 
Name of key/compensated person Ros McCool 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Mihsein, Musa
Title PRO-VICE-CHANCELLOR 
Name of key/compensated person MUSA MIHSEIN 
Average hours per week working for org 37.0 
Reportable compensation from org $215,556.00 
Breakdown of reportable comp
Base reportable compensation from org $215,556.00 
Bonus and incentive reportable compensation $0.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $34,489.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $34,489.00 
Sum of all compensation from org $250,045.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 1.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Miller, James
Title Nation Director 
Name of key/compensated person James Miller 
Average hours per week working for org 37.0 
Reportable compensation from org $170,234.00 
Breakdown of reportable comp
Base reportable compensation from org $170,234.00 
Bonus and incentive reportable compensation $0.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $27,238.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $27,238.00 
Sum of all compensation from org $197,472.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Monk, William
Title EXTERNAL MEMBER 
Name of key/compensated person WILLIAM MONK 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
O'Neil, Toby
Title Senate Member 
Name of key/compensated person Toby O'Neil 
Average hours per week working for org 42.0 
Reportable compensation from org $95,910.00 
Other comp, non-reportable, from org and related orgs $15,345.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Palmer, Ben
Title Dir. of Assess., Cr. and Qual. 
Name of key/compensated person Ben Palmer 
Average hours per week working for org 37.0 
Reportable compensation from org $153,557.00 
Breakdown of reportable comp
Base reportable compensation from org $148,847.00 
Bonus and incentive reportable compensation $4,710.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $24,569.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $24,569.00 
Sum of all compensation from org $178,126.00 
Position Highly compensated employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Prak, Edith
Title Director of Development 
Name of key/compensated person Edith Prak 
Average hours per week working for org 37.0 
Reportable compensation from org $162,117.00 
Breakdown of reportable comp
Base reportable compensation from org $152,697.00 
Bonus and incentive reportable compensation $9,420.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $25,939.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $25,939.00 
Sum of all compensation from org $188,056.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Shaw, Carey
Title OU Students Association 
Name of key/compensated person Carey Shaw 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Spedding, Robert
Title EXTERNAL MEMBER 
Name of key/compensated person ROBERT SPEDDING 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Spellman, Ruth
Title External Member 
Name of key/compensated person Ruth Spellman 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Steen, Michael
Title Treasurer 
Name of key/compensated person Michael Steen 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director, Officer 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Stevely, William
Title EXTERNAL MEMBER/VICE-CHAIR 
Name of key/compensated person William Stevely 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Vincent, David
Title Professor 
Name of key/compensated person David Vincent 
Average hours per week working for org 37.0 
Reportable compensation from org $157,622.00 
Breakdown of reportable comp
Base reportable compensation from org $157,622.00 
Bonus and incentive reportable compensation $0.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $25,220.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $25,220.00 
Sum of all compensation from org $182,842.00 
Position Highly compensated employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Walker, Greg
Title External Member 
Name of key/compensated person Greg Walker 
Average hours per week working for org 5.0 
Reportable compensation from org $0.00 
Other comp, non-reportable, from org and related orgs $0.00 
Position Individual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0.0 
Woodburn, Fraser
Title University Secretary 
Name of key/compensated person Fraser Woodburn 
Average hours per week working for org 42.0 
Reportable compensation from org $168,673.00 
Breakdown of reportable comp
Base reportable compensation from org $168,673.00 
Bonus and incentive reportable compensation $0.00 
Other reportable compensation from org $0.00 
Retirement and other deferred compensation $26,988.00 
Nontaxable benefits from org $0.00 
Compensation from org previously reported as deferred $0.00 
Other comp, non-reportable, from org and related orgs $26,988.00 
Sum of all compensation from org $195,661.00 
Position Key employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 2.0 
Base reportable compensation from related orgs $0.00 
Bonus and incentive reportable comp from related orgs $0.00 
Other reportable compensation from related orgs $0.00 
Retirement and other deferred compensation from related orgs $0.00 
Nontaxable benefits from related orgs $0.00 
Compensation from related orgs previously reported as deferred $0.00 
Sum of all compensation from related orgs $0.00 
Purpose: mission, activities & accomplishments
Mission or significant activities THE OPEN UNIVERSITY IS AN EDUCATIONAL INSTITUTION SERVING UNDERGRADUATE AND POSTGRADUATE STUDENTS WORLDWIDE. The OU'S MISSION IS TO BE OPEN TO PEOPLE, PLACES, METHODS AND IDEAS. 
Program expenses (total) $510,209,302.00 
Programs, including revenue & expenses
The charitable aims of The Open University are set out in its Royal Charter: "...the advancement and dissemination of learning and knowledge by teaching and research by a diversity of means such as broadcasting and technological devices appropriate to higher education, by correspondence tuition, residential courses and seminars and in other relevant ways, and to provide education of University and professional standards for its students and to promote the educational well-being of the community generally". This falls within the Charities Act 2011 charitable purpose of the advancement of education. The University operates throughout the United Kingdom and in over 100 countries globally. The main beneficiaries are its undergraduate and postgraduate students and the recipients of its research, much of which is freely available to the general public. The benefits can be summarised in two strands: Research The results of the vast majority of the research carried out by the University are published in the public domain and are freely available to all through Open Research Online - the University's Open Access repository of research publications and other research outputs. In 2013/14, 716 research outputs were published. Learning The University registered 187,338 students in 2013/14 and ranks highly in student satisfaction. A significant amount of learning material is made freely available through the internet using websites such as The Open University iTunes U Service, 'YouTube', and the University's 'OpenLearn' resource. THE UNIVERSITY IS A FEE CHARGING CHARITY. HOWEVER, UNLIKE OTHER UNIVERSITIES, ALL STUDENTS STUDY PART-TIME AND PRIOR TO 2012/13, THE TUITION FEES WERE NOT SUBJECT TO STATUTORY REGULATION. STUDENTS WHO COMMENCED THEIR COURSE OF STUDY BEFORE 2012/13 ARE ONLY LIABLE FOR THE FEES AT THE OLD RATE, WHICH IS TYPICALLY APPROXIMATELY $7,700 TO COMPLETE AN UNDERGRADUATE DEGREE AT 2013/14 FEE RATES. STUDENTS IN ENGLAND WHO COMMENCED THEIR STUDY WITH THE OPEN UNIVERSITY IN OR AFTER 2012/13 ARE LIABLE FOR FEES AT THE NEW RATE OF $8,403 PER FULL-TIME EQUIVALENT, EQUATING TO $25,210 FOR AN UNDERGRADUATE DEGREE. ONLY STUDENTS WHO ARE NOT STUDYING FOR AN EQUIVALENT OR LOWER QUALIFICATION (ELQ) THAN ONE THEY ALREADY HOLD ARE ELIGIBLE TO APPLY FOR A LOAN TO COVER THE TUITION FEE FROM THE STUDENT LOANS COMPANY (SLC); IN TERMS OF FULL-TIME EQUIVALENT STUDENTS, 19,015 BENEFITTED FROM SUCH A LOAN, WHILST 9,607 UK STUDENTS BENEFITTED FROM FULL FINANCIAL SUPPORT AND 6,032 FROM PARTIAL FINANCIAL SYPPORT. THE UNIVERSITY SPENT $11.3 MILLION PROVIDING FINANCIAL ASSISTANCE TO STUDENTS IN ADDITION TO THE $15.9 MILLION OF FUNDING BODIES' ACCESS FUNDS AND BURSARIES DISBURSED TO ELIGIBLE STUDENTS, AND THE $119.7 MILLION OF TUITION FEES FUNDED BY THE SLC. UNLIKE OTHER UNIVERSITIES, STUDENTS STUDY FROM HOME AND OFTEN WHILST IN FULL-TIME EMPLOYMENT, THEREBY DIMINISHING THE FINANCIAL BURDEN OF THEIR STUDIES.
Program expenses $510,209,302.00 
Grants and allocations made $12,229,536.00 
Program revenue $369,893,854.00 
Program description The charitable aims of The Open University are set out in its Royal Charter: "...the advancement and dissemination of learning and knowledge by teaching and research by a diversity of means such as broadcasting and technological devices appropriate to higher education, by correspondence tuition, residential courses and seminars and in other relevant ways, and to provide education of University and professional standards for its students and to promote the educational well-being of the community generally". This falls within the Charities Act 2011 charitable purpose of the advancement of education. The University operates throughout the United Kingdom and in over 100 countries globally. The main beneficiaries are its undergraduate and postgraduate students and the recipients of its research, much of which is freely available to the general public. The benefits can be summarised in two strands: Research The results of the vast majority of the research carried out by the University are published in the public domain and are freely available to all through Open Research Online - the University's Open Access repository of research publications and other research outputs. In 2013/14, 716 research outputs were published. Learning The University registered 187,338 students in 2013/14 and ranks highly in student satisfaction. A significant amount of learning material is made freely available through the internet using websites such as The Open University iTunes U Service, 'YouTube', and the University's 'OpenLearn' resource. THE UNIVERSITY IS A FEE CHARGING CHARITY. HOWEVER, UNLIKE OTHER UNIVERSITIES, ALL STUDENTS STUDY PART-TIME AND PRIOR TO 2012/13, THE TUITION FEES WERE NOT SUBJECT TO STATUTORY REGULATION. STUDENTS WHO COMMENCED THEIR COURSE OF STUDY BEFORE 2012/13 ARE ONLY LIABLE FOR THE FEES AT THE OLD RATE, WHICH IS TYPICALLY APPROXIMATELY $7,700 TO COMPLETE AN UNDERGRADUATE DEGREE AT 2013/14 FEE RATES. STUDENTS IN ENGLAND WHO COMMENCED THEIR STUDY WITH THE OPEN UNIVERSITY IN OR AFTER 2012/13 ARE LIABLE FOR FEES AT THE NEW RATE OF $8,403 PER FULL-TIME EQUIVALENT, EQUATING TO $25,210 FOR AN UNDERGRADUATE DEGREE. ONLY STUDENTS WHO ARE NOT STUDYING FOR AN EQUIVALENT OR LOWER QUALIFICATION (ELQ) THAN ONE THEY ALREADY HOLD ARE ELIGIBLE TO APPLY FOR A LOAN TO COVER THE TUITION FEE FROM THE STUDENT LOANS COMPANY (SLC); IN TERMS OF FULL-TIME EQUIVALENT STUDENTS, 19,015 BENEFITTED FROM SUCH A LOAN, WHILST 9,607 UK STUDENTS BENEFITTED FROM FULL FINANCIAL SUPPORT AND 6,032 FROM PARTIAL FINANCIAL SYPPORT. THE UNIVERSITY SPENT $11.3 MILLION PROVIDING FINANCIAL ASSISTANCE TO STUDENTS IN ADDITION TO THE $15.9 MILLION OF FUNDING BODIES' ACCESS FUNDS AND BURSARIES DISBURSED TO ELIGIBLE STUDENTS, AND THE $119.7 MILLION OF TUITION FEES FUNDED BY THE SLC. UNLIKE OTHER UNIVERSITIES, STUDENTS STUDY FROM HOME AND OFTEN WHILST IN FULL-TIME EMPLOYMENT, THEREBY DIMINISHING THE FINANCIAL BURDEN OF THEIR STUDIES. 
Financial data
Expense categories (totals)
Sum (total functional expenses) $684,820,115.00 
Program services (total functional expenses) $510,209,302.00 
Management & general (total functional expenses) $167,299,277.00 
Fundraising (total functional expenses) $7,311,536.00 
Revenue
Total revenue $664,595,715.00 
Program service revenue (total)$392,814,892.00$369,700,055.00$344,490,109.00
Revenue from contributions (total)$256,763,650.00$289,147,279.00$352,546,720.00
Investment income $4,982,717.00 
Total unrelated business revenue $1,926,232.00 
Other revenue, current yr $765,664.00 
Net unrelated business taxable revenue $0.00 
Total revenue from grants, etc., current yr $289,147,279.00 
Gross receipts $664,595,715.00 
Sources of contributions
Contributions from related organizations $6,119,415.00 
Revenue from gov't grants $275,365,799.00 
Revenue from all other contributions $7,662,065.00 
Other types of revenue
Royalties (total) $306,510.00 
Miscellaneous revenue (total) $193,799.00 
Net revenue from gaming (total) $0.00 
Income from dividends, interest, and similar investments $4,973,150.00 
Net rental income$266,162.00$265,355.00$157,422.00
Net income from fundraising events $0.00 
Net inventory sales (total) $0.00 
Fees for services
Lobbying fees (total) $0.00 
Legal fees (total) $1,434,055.00 
Fundraising service fees (total) $0.00 
General management fees (total) $12,630,045.00 
Investment management fees (total) $0.00 
Accounting service fees (total) $156,797.00 
Assets and liabilities
Total assets$976,400,793.00$1,080,068,584.00$998,762,756.00
Total assets, beginning of year $998,762,756.00 
Total liabilities$570,952,063.00$638,790,036.00$569,552,406.00
Total liabilities, beginning of year $569,552,406.00 
Pledges & accounts receivable, net $0.00 
Loans & receivables from key persons $0.00 
Net assets $441,278,548.00 
Net assets, beginning of year $429,210,350.00 
Other liabilities $0.00 
Bond liabilities $0.00 
Intangible assets $0.00 
Other assets $0.00 
Investments: other securities $13,115,247.00 
Investments: publicly traded securities $285,430,845.00 
Cash: non-interest bearing $0.00 
Cash: non-interest bearing, beginning of year $0.00 
Investments: program-related $0.00 
Escrow or custodial account liability $89,043,469.00 
Loans and other payables to key persons $0.00 
Grants payable $0.00 
Inventories for sale or use $11,856,271.00 
Other financial variables
Revenue less expenses -$20,224,400.00 
Advertising (total) $24,976,837.00 
Savings & temp cash investment $372,330,214.00 
Accounts receivable, net $150,921,134.00 
Prepaid expenses & deferred charges $0.00 
Accounts payable & accrued expenses $324,916,607.00 
Deferred revenue $122,618,760.00 
Unsecured notes & loans to unrelated parties $811,200.00 
Secured mortgages and notes payable $101,400,000.00 
Total net assets or fund balances $441,278,548.00 
Depreciation, depletion, amortization $15,714,134.00 
Payment to affiliates $0.00 
Governance and accountability
Number of voting members 23 
Number of independent voting members 14 
Financial sheets audited True 
Audit on consolidated basis True 
Relationships among key personnel True 
Tax year start date 2013-08-01 
Tax year end date 2014-07-31 
Accounting method Accrual 
Indicators for schedules (selected)
Business transaction with entity owner True 
Lobbied True 
Org has controlled entity True 
Org transacted with controlled entity True 
Metadata about the filing
E-return type 990 
Date e-filing submitted 2015-02-04 
IRS schema version 2013v4.0 
Filing identifier 201540209349300429 
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