RHODES TRUST

Address
OXFORD OX1 3RG
UNITED KINGDOM, Oxford 00000-0000
UK
Contact
Website: http://www.rhodeshouse.ox.ac.uk
Phone: +1 (186) 527-0916
Nonprofit
NTEE: Q22 - International Student Exchange and Aid
EIN: 98-6000867

Mission

The Rhodes Trust is an IRC Section 501(c)(3) supporting organization whose primary exempt charitable and educational purpose is to support the maintenance of selected overseas students at Oxford University and to support The Rhodes House, in Oxford, England, a center for the Rhodes Scholars. The only function of the US entity is the maintenance of an office.
 20172016201520142013
Basic features of the organization
Year of formation1961
Subsection code03
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel   $0.00$0.00
Sum of reportable (W2/1099) compensation $286,480.00$100,259.00$0.00$0.00
Number of employees 5644
Number of people compensated >$100k 2000
Number of volunteers 150150150150
Number of highly compensated contractors 000 
Personnel
Am, John
Title   TRUSTEETRUSTEE
Name of key/compensated person   MR JOHN WYLIE AMMR JOHN WYLIE AM
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
Banks, Andrew
Title   TRUSTEE 
Name of key/compensated person   ANDREW BANKS 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Barton, Dominic
Title   TRUSTEETRUSTEE
Name of key/compensated person   MR DOMINIC BARTONMR DOMINIC BARTON
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
Bell, John
Title   TRUSTEETRUSTEE
Name of key/compensated person   PROFESSOR SIR JOHN BELLPROFESSOR SIR JOHN BELL
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
Ghosh, Helen
Title   TRUSTEETRUSTEE
Name of key/compensated person   DAME HELEN GHOSH DBEDAME HELEN GHOSH DBE
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
Gogel, Donald
Title   TRUSTEETRUSTEE
Name of key/compensated person   MR DONALD J GOGELMR DONALD J GOGEL
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
Graham, Andrew
Title   TRUSTEETRUSTEE
Name of key/compensated person   DR ANDREW GRAHAMDR ANDREW GRAHAM
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
Hood, John
Title   CHAIRMANCHAIRMAN
Name of key/compensated person   DR JOHN HOODDR JOHN HOOD
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
James, Glen
Title   TRUSTEE 
Name of key/compensated person   GLEN JAMES 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
MacBain, John
Title   TRUSTEETRUSTEE
Name of key/compensated person   MR JOHN MCCALL MACBAINMR JOHN MCCALL MACBAIN
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
MacMillan, Margaret
Title   TRUSTEETRUSTEE
Name of key/compensated person   PROFESSOR MARGARET MACMILLANPROFESSOR MARGARET MACMILLAN
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
McCaffery, Michael
Title   TRUSTEE 
Name of key/compensated person   MR MICHAEL MCCAFFERY 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
McCaffrey, Michael
Title    TRUSTEE
Name of key/compensated person    MR MICHAEL MCCAFFREY
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    1.00
Mogae, H
Title   TRUSTEETRUSTEE
Name of key/compensated person   H E MR FESTUS G MOGAEH E MR FESTUS G MOGAE
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
Murthy, Narayana
Title   TRUSTEETRUSTEE
Name of key/compensated person   MR NARAYANA MURTHYMR NARAYANA MURTHY
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
Oppenheimer, Nicholas
Title   TRUSTEE 
Name of key/compensated person   NICHOLAS OPPENHEIMER 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Robinson, Carol
Title   TRUSTEE 
Name of key/compensated person   DAME CAROL ROBINSON 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Stevenson, Karen
Title   TRUSTEETRUSTEE
Name of key/compensated person   MS KAREN STEVENSONMS KAREN STEVENSON
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
Thompson, Julian
Title   TRUSTEETRUSTEE
Name of key/compensated person   MR JULIAN OGILVIE THOMPSONMR JULIAN OGILVIE THOMPSON
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
Woods, Ngaire
Title   TRUSTEETRUSTEE
Name of key/compensated person   PROFESSOR NGAIRE WOODSPROFESSOR NGAIRE WOODS
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs    1.00
Purpose: mission, activities, & accomplishments
Mission or significant activities The Rhodes Trust is an IRC Section 501(c)(3) supporting organization whose primary exempt charitable and educational purpose is to support the maintenance of selected overseas students at Oxford University and to support The Rhodes House, in Oxford, England, a center for the Rhodes Scholars.The Rhodes Trust is an IRC Section 501(c)(3) supporting organization whose primary exempt charitable and educational purpose is to support the maintenance of selected overseas students at Oxford University and to support The Rhodes House, in Oxford, England, a center for the Rhodes Scholars.THE RHODES TRUST IS AN IRC SECTION 501(C)(3) SUPPORTING ORGANIZATION WHOSE PRIMARY EXEMPT CHARITABLE AND EDUCATIONAL PURPOSE IS TO SUPPORT THE MAINTENANCE OF SELECTED OVERSEAS STUDENTS AT OXFORD UNIVERSITY AND TO SUPPORT THE RHODES HOUSE, IN OXFORD, ENGLAND, A CENTER FOR THE RHODES SCHOLARS.THE RHODES TRUST IS AN IRC SECTION 501(C)(3) SUPPORTING ORGANIZATION WHOSE PRIMARY EXEMPT CHARITABLE AND EDUCATIONAL PURPOSE IS TO SUPPORT THE MAINTENANCE OF SELECTED OVERSEAS STUDENTS AT OXFORD UNIVERSITY AND TO SUPPORT THE RHODES HOUSE, IN OXFORD, ENGLAND, A CENTER FOR THE RHODES SCHOLARS.
Program service expenses, total $798,192.00$655,554.00$742,870.00$591,507.00
Programs, including revenue & expenses
During the year, The Rhodes Trust in the US also raised contributions for The Americans for Oxford and The American Trust for Oxford, both IRC Section 501(c)(3) organizations. Contributions raised for these organizations are received directly from donors to Americans for Oxford and The American Trust for Oxford and subsequently transferred to The Rhodes Trust-UK (a supported organization of TRT-US), in support of The Rhodes Trust scholarship program.
Program expenses  $0.00  
Program revenue  $0.00  
Grants and allocations made  $0.00  
Program description  During the year, The Rhodes Trust in the US also raised contributions for The Americans for Oxford and The American Trust for Oxford, both IRC Section 501(c)(3) organizations. Contributions raised for these organizations are received directly from donors to Americans for Oxford and The American Trust for Oxford and subsequently transferred to The Rhodes Trust-UK (a supported organization of TRT-US), in support of The Rhodes Trust scholarship program.DURING THE YEAR, THE RHODES TRUST IN THE US ALSO RAISED CONTRIBUTIONS FOR THE AMERICANS FOR OXFORD AND THE AMERICAN TRUST FOR OXFORD, BOTH IRS SECTION 501(C)(3) ORGANIZATIONS. CONTRIBUTIONS RAISED FOR THESE ORGANIZATIONS ARE RECEIVED DIRECTLY FROM DONORS TO AMERICANS FOR OXFORD AND THE AMERICAN TRUST FOR OXFORD AND SUBSEQUENTLY TRANSFERRED TO THE RHODES TRUST-UK (A SUPPORTED ORGANIZATION OF TRT-US), IN SUPPORT OF THE RHODES TRUST SCHOLARSHIP PROGRAM.DURING THE YEAR,THE RHODES TRUST IN THE US ALSO RAISED CONTRIBUTIONS FOR THE AMERICANS FOR OXFORD AND THE AMERICAN TRUST FOR OXFORD, BOTH IRS SECTION 501(C)(3) ORGANIZATIONS. CONTRIBUTIONS RAISED FOR THESE ORGANIZATIONS ARE RECEIVED DIRECTLY FROM DONORS TO AMERICANS FOR OXFORD AND THE AMERICAN TRUST FOR OXFORD AND SUBSEQUENTLY TRANSFERRED TO THE RHODES TRUST-UK (A SUPPORTED ORGANIZATION OF TRT-US), IN SUPPORT OF THE RHODES TRUST SCHOLARSHIP PROGRAM.
In accordance with the organization's mission, The Rhodes Trust in the U.S. provides support services to The Rhodes House in the UK. The support services provided by The Rhodes Trust in the U.S. allows The Rhodes House in the UK to identify, enable, and provide scholarships to students from the United States to pursue second undergraduate or post-graduate degrees, primarily at Oxford University.
Program expenses $798,192.00$655,554.00$742,870.00$591,507.00
Program revenue  $0.00 $0.00
Grants and allocations made  $0.00 $0.00
Program description In accordance with the organization's mission, The Rhodes Trust in the U.S. provides support services to The Rhodes House in the UK. The support services provided by The Rhodes Trust in the U.S. allows The Rhodes House in the UK to identify, enable, and provide scholarships to students from the United States to pursue second undergraduate or post-graduate degrees, primarily at Oxford University.In accordance with the organization's mission, The Rhodes Trust in the U.S. provides support services to The Rhodes House in the UK. The support services provided by The Rhodes Trust in the U.S. allows The Rhodes House in the UK to identify, enable, and provide scholarships to students from the United States to pursue second undergraduate or post-graduate degrees, primarily at Oxford University.IN ACCORDANCE WITH THE ORGANIZATION'S MISSION, THE RHODES TRUST IN THE U.S. PROVIDES SUPPORT SERVICES TO THE RHODES HOUSE IN THE UK. THE SUPPORT SERVICES PROVIDED BY THE RHODES TRUST IN THE U.S. ALLOWS THE RHODES HOUSE IN THE UK TO IDENTIFY, ENABLE, AND PROVIDE SCHOLARSHIPS TO STUDENTS FROM THE UNITED STATES TO PURSUESECOND UNDERGRADUATE OR POST-GRADUATE DEGREES, PRIMARILY AT OXFORD UNIVERSITY.IN ACCORDANCE WITH THE ORGANIZATION'S MISSION, THE RHODES TRUST IN THE U.S. PROVIDES SUPPORT TO THE RHODES TRUST IN THE UK. THE SUPPORT PROVIDED BY THE RHODES TRUST IN THE U.S. ALLOWS THE RHODES TRUST IN THE UK TO IDENTIFY, ENABLE, AND PROVIDE SCHOLARSHIPS TO STUDENTS FROM THE UNITED STATES TO PURSUE SECOND UNDERGRADUATE OR POST-GRADUATE DEGREES, PRIMARILY AT OXFORD UNIVERSITY.
Financial data
Revenue
Total revenue$42,795,316.00$800,000.00$800,000.00$950,000.00$780,000.00
Revenue from contributions (total) $800,000.00$800,000.00$950,000.00$780,000.00
Investment income, current yr $0.00$0.00$0.00$0.00
Total revenue from grants, etc., current yr $800,000.00$800,000.00$950,000.00$780,000.00
Total unrelated business revenue    $0.00
Other revenue, current yr $0.00$0.00$0.00$0.00
Net unrelated business taxable revenue $0.00$0.00$0.00$0.00
Program service revenue (total) $0.00$0.00$0.00$0.00
Sources of contributions
Contributions from related organizations $800,000.00$800,000.00$950,000.00$780,000.00
Other types of revenue
Royalties (total)   $0.00$0.00
Miscellaneous revenue (total) $0.00$0.00$0.00$0.00
Net revenue from gaming (total)   $0.00$0.00
Investment income   $0.00$0.00
Net rental income   $0.00$0.00
Net income from fundraising events   $0.00$0.00
Net inventory sales (total)   $0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all $828,044.00$766,283.00$895,824.00$666,550.00
Total functional expenses: program service  $798,192.00$655,554.00$742,870.00$591,507.00
Total functional expenses: management and general $29,852.00$110,729.00$152,954.00$75,043.00
Total functional expenses: fundraising $0.00$0.00$0.00$0.00
Fees for services
Lobbying fees (total)   $0.00$0.00
Legal fees (total)  $2,500.00$0.00$0.00
Fundraising service fees (total) $0.00$0.00$0.00$0.00
General management fees (total)   $0.00$0.00
Investment management fees (total)   $0.00$0.00
Assets and liabilities
Total assets$443,561,275.00$197,447.00$234,987.00$198,499.00$150,822.00
Total assets, beginning of year $234,987.00$198,499.00$150,822.00$39,398.00
Total liabilities $1,432.00$8,357.00$5,587.00$13,209.00
Total liabilities, beginning of year $8,357.00$5,586.00$13,209.00$15,233.00
Loans & receivables from key persons $0.00 $0.00$0.00
Net assets $196,015.00$226,630.00$192,912.00$137,613.00
Net assets, beginning of year $226,630.00$192,913.00$137,613.00$24,165.00
Other liabilities $0.00$0.00$0.00$0.00
Bond liabilities  $5,688.00  
Other assets $3,898.00$3,898.00$3,898.00$3,898.00
Investments: other securities   $0.00$0.00
Cash: non-interest bearing $174,959.00$194,181.00$169,117.00$124,750.00
Cash: non-interest bearing, beginning of year $194,181.00$169,117.00$124,750.00$27,357.00
Investments -- program-related   $0.00$0.00
Loans and other payables to key persons   $0.00$0.00
Other financial variables
Revenue less expenses -$28,044.00$33,717.00$54,176.00$113,450.00
Advertising (total) $3,962.00$3,913.00$107,458.00$15,650.00
Accounts receivable, net $10,424.00$25,729.00$8,171.00$0.00
Prepaid expenses & deferred charges $7,917.00$7,917.00$3,978.00$7,146.00
Accounts payable & accrued expenses $1,089.00$2,326.00$5,243.00$10,593.00
Deferred revenue $343.00$343.00$343.00$2,616.00
Total net assets or fund balances $196,015.00$226,630.00$192,913.00$137,615.00
Depreciation, depletion, amortization $3,013.00$10,073.00$3,629.00$3,629.00
Payment to affiliates   $0.00$0.00
Governance and accountability
Number of voting members 19191515
Number of independent voting members 19191515
Financial sheets were audited TrueTrueTrueTrue
Audit on consolidated basis TrueTrueTrueTrue
Accrual accounting TrueTrueTrueTrue
Tax year start date 2015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF 990990990990
IRS schema version 2015v3.02014v6.02013v4.02012v2.1
Filing identifier 201701329349301585201640569349300519201511339349303906201440289349300609
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