THE MASTER AND FELLOWS OF THE COLLEGE OF THE GREAT HALL OF THE UNIVERSITY COMMONLY CALLED UNIVERSITY COLLEGE IN THE UNIVERSITY OF OXFORD
Charity overview
Activities - how the charity spends its money
The provision of university education, learning, and research within the collegiate structure of the University of Oxford.
Income and expenditure
Data for financial year ending 31 July 2023
Total income:
£18,467,000
| Donations and legacies | £3.67m | |
| Charitable activities | £8.29m | |
| Other trading activities | £0 | |
| Investments | £6.48m | |
| Other | £26.00k |
Total expenditure:
£16,288,000
| Raising funds | £1.97m | |
| Charitable activities | £12.84m | |
| Other | £1.48m |
-£1,102,000 investments gains (losses)
Total income includes £3,518,000 from 1 government contract(s)
Charitable expenditure
Charitable expenditure with investment gains
Charitable expenditure
Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.
In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.
Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.
By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.
| Raising funds and other expenditure | £3.45m | |
| Charitable expenditure | £12.84m | |
| Retained for future use | £2.18m |
People
215 Employee(s)
55 Trustee(s)
55 Volunteer(s)
Employees with total benefits over £60,000
| Number of employees | |
|---|---|
| £60k to £70k | 4 |
| £70k to £80k | 1 |
| £80k to £90k | 2 |
| £100k to £110k | 1 |
| £110k to £120k | 1 |
| £130k to £140k | 1 |
Fundraising
Trading
Trustee payments
What, who, how, where
- Education/training
- Children/young People
- The General Public/mankind
- Provides Services
- Sponsors Or Undertakes Research
- Oxfordshire
Governance
- 08 April 2011: Standard registration
- UNIVERSITY COLLEGE, OXFORD (Working name)
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
55 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| FELICE GEORGINA BINGHAM NASSAR | Trustee | 18 September 2023 |
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| BEAU MADISON MOUNT | Trustee | 01 September 2023 |
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| Natalya Vince | Trustee | 01 October 2022 |
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| ANEURIN JOHN CYNAN ELLIS-EVANS | Trustee | 01 September 2022 |
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| Dr NICHOLAS PETER TALBOT | Trustee | 20 October 2021 |
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| Professor BARTOSZ KLIN | Trustee | 01 September 2021 |
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| Dr Niclas Moneke | Trustee | 01 September 2020 |
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| The Rt Hon the Baroness Valerie Ann Amos | Trustee | 01 September 2020 |
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| Dr Marina Rucsandra Filip | Trustee | 17 February 2020 |
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| Dr James Bryson | Trustee | 01 January 2020 |
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| Professor Tian Yuan Tan | Trustee | 23 October 2019 |
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| Dr Rajendra Anand Chitnis | Trustee | 23 October 2019 |
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| Dr Maren Schentuleit | Trustee | 23 October 2019 |
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| Professor Adam Smith | Trustee | 23 October 2019 |
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| Professor Rosalind Rickaby | Trustee | 23 October 2019 |
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| Dr Richard Ashdowne | Trustee | 01 October 2019 |
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| Dr JOSEPH ELIEZER SALKIE MOSHENSKA | Trustee | 01 April 2018 |
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| Professor Gavin Screaton | Trustee | 01 January 2018 |
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| Dr Andrew Ian Grant | Trustee | 01 August 2017 |
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| Dr Patrick Rebeschini | Trustee | 01 August 2017 |
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| Dr SOPHIE MCGREGOR SMITH | Trustee | 01 October 2016 |
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| Dr INE JACOBS | Trustee | 04 May 2016 |
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| Dr MICHAEL A BARNES | Trustee | 01 October 2015 |
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| CAROLINE EJ TERQUEM | Trustee | 01 October 2015 |
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| Dr ANDREW BELL | Trustee | 22 September 2015 |
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| SQUADRON LEADER ANGELA UNSWORTH | Trustee | 01 August 2015 |
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| Dr NIKOLAY NIKOLOV | Trustee | 15 March 2013 |
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| Dr POLLY JONES | Trustee | 15 March 2013 |
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| JACOB ROWBOTTOM | Trustee | 15 March 2013 |
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| Dr MARTIN GALPIN | Trustee | 15 March 2013 |
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| Dr JUSTIN BENESCH | Trustee | 15 March 2013 |
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| Dr CLARE LEAVER | Trustee | 15 March 2013 |
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| MARTIN SMITH | Trustee | 07 April 2011 |
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| Dr SOPHOCLES MAVROEIDIS | Trustee | 07 April 2011 |
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| Dr ANDREW KER | Trustee | 07 April 2011 |
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| EDMAN TSANG | Trustee | 07 April 2011 |
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| BILL CHILD | Trustee | 07 April 2011 |
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| JOTUN HEIN | Trustee | 07 April 2011 |
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| PETER HOWELL | Trustee | 07 April 2011 |
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| GIDEON HENDERSON | Trustee | 07 April 2011 |
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| NICHOLAS YEUNG | Trustee | 07 April 2011 |
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| Professor THOMAS POVEY | Trustee | 07 April 2011 |
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| NICHOLAS HALMI | Trustee | 07 April 2011 |
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| CATHERINE HOLMES | Trustee | 07 April 2011 |
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| DAVID LOGAN | Trustee | 07 April 2011 |
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| MICHAEL BENEDIKT | Trustee | 07 April 2011 |
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| PETER JEZZARD | Trustee | 07 April 2011 |
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| TREVOR SHARP | Trustee | 07 April 2011 |
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| CATHERINE PEARS | Trustee | 07 April 2011 |
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| JOHN WHEATER | Trustee | 07 April 2011 |
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| BENJAMIN JACKSON | Trustee | 07 April 2011 |
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| ANGUS JOHNSTON | Trustee | 07 April 2011 |
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| PROFESSOR NGAIRE WOODS | Trustee | 07 April 2011 |
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| Rev ANDREW GREGORY | Trustee | 07 April 2011 |
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| WILLIAM ALLAN ALLAN | Trustee | 31 March 2011 |
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Financial history
Financial period end date
| Income / Expenditure | 31/07/2019 | 31/07/2020 | 31/07/2021 | 31/07/2022 | 31/07/2023 | ||
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Total gross income | £15.38m | £21.01m | £18.27m | £21.10m | £17.76m | |
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Total expenditure | £16.84m | £15.55m | £15.71m | £16.31m | £16.29m | |
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Income from government contracts | N/A | N/A | N/A | £3.43m | £3.52m | |
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Income from government grants | £1.73m | £3.32m | £3.29m | £3.43m | N/A | |
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Income - Donations and legacies | £3.73m | £9.93m | £8.38m | £10.41m | £3.67m | |
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Income - Other trading activities | £0 | £0 | £0 | £0 | £0 | |
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Income - Charitable activities | £6.98m | £5.78m | £5.54m | £7.59m | £8.29m | |
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Income - Endowments | £1.75m | £888.00k | £863.00k | £2.05m | £703.00k | |
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Income - Investment | £6.38m | £5.74m | £4.89m | £4.99m | £6.48m | |
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Income - Other | £39.00k | £450.00k | £317.00k | £168.00k | £26.00k | |
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Income - Legacies | £44.50k | £6.52m | £100 | £135.00k | £205.00k | |
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Expenditure - Charitable activities | £13.02m | £11.81m | £11.86m | £12.50m | £12.84m | |
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Expenditure - Raising funds | £2.34m | £2.26m | £2.37m | £2.33m | £1.97m | |
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Expenditure - Governance | £120.00k | £123.00k | £126.00k | £132.00k | £164.00k | |
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Expenditure - Grants institution | £0 | £0 | £0 | £0 | £0 | |
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Expenditure - Investment management | £1.09m | £1.36m | £1.47m | £1.17m | £1.07m | |
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Expenditure - Other | £1.48m | £1.48m | £1.48m | £1.48m | £1.48m |
Assets and liabilities
Definitions for assets and liabilities
These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.
Long term InvestmentsInvestments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.
These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.
Defined benefit pension scheme asset or liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.
| Asset / Liability | 31/07/2019 | 31/07/2020 | 31/07/2021 | 31/07/2022 | 31/07/2023 | ||
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Own use assets | £59.77m | £60.93m | £52.26m | £59.71m | £64.74m | |
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Long-term investments | £200.86m | £188.56m | £205.23m | £206.89m | £208.63m | |
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Other assets | £7.04m | £14.14m | £21.87m | £31.01m | £28.39m | |
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Defined benefit pension scheme asset or liability | -£3.23m | -£2.31m | -£2.03m | -£3.61m | -£2.73m | |
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Total liabilities | £52.78m | £52.27m | £51.79m | £56.60m | £60.53m |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 July 2023 | 28 May 2024 | On Time | |
| Accounts and TAR | 31 July 2023 | 28 May 2024 | On Time | Download Open in new window |
| Annual return | 31 July 2022 | 26 May 2023 | On Time | |
| Accounts and TAR | 31 July 2022 | 26 May 2023 | On Time | Download Open in new window |
| Annual return | 31 July 2021 | 26 May 2022 | On Time | |
| Accounts and TAR | 31 July 2021 | 26 May 2022 | On Time | Download Open in new window |
| Annual return | 31 July 2020 | 28 May 2021 | On Time | |
| Accounts and TAR | 31 July 2020 | 28 May 2021 | On Time | Download Open in new window |
| Annual return | 31 July 2019 | 17 June 2020 | 17 days late | |
| Accounts and TAR | 31 July 2019 | 17 June 2020 | 17 days late | Download Open in new window |