THE MASTER AND SCHOLARS OF BALLIOL COLLEGE IN THE UNIVERSITY OF OXFORD

Charity number: 1144032
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

In pursuit of our charitable objects to advance education, religion, learning and research within the context of the University of Oxford, we admit, teach, and mentor undergraduate and graduate students on a wide variety of degree courses, facilitate research and scholarship within the academic membership of the College, and cater for an international community of learning, and maintain a chapel.

Income and expenditure

Data for financial year ending 31 July 2023

Total income:
£22,307,000

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Donations and legacies £7.57m
Charitable activities £8.20m
Other trading activities £2.61m
Investments £3.01m
Other £926.00k

Total expenditure:
£18,671,000

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Raising funds £719.00k
Charitable activities £16.15m
Other £1.80m

-£4,197,000 investments gains (losses)

Charitable expenditure

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.

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Raising funds and other expenditure £2.52m
Charitable expenditure £16.15m
Retained for future use £3.64m

People

156 Employee(s)

49 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Services
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 28 September 2011: Standard registration
  • 23 August 2022: Funds received from 274730 SELKIRK NO 2 TRUST
  • 20 October 2023: Funds received from 272191 H L JENKYNS CHARITABLE TRUST
Organisation type:
Other
Other names:
  • BALLIOL COLLEGE (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment 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
Land and property:
This charity owns and/or leases land or property

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

49 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DAME Helen Frances GHOSH Chair 01 April 2018
THE MAURICE LUBBOCK MEMORIAL FUND
Received: On time
THE TABLET TRUST
Received: On time
AMANDA TILLEY Trustee 07 December 2020
None on record
Dr Matthew Langton Trustee 01 October 2020
None on record
Dr James Kwan Trustee 15 July 2020
None on record
Dr Katrina Davis Trustee 01 July 2020
None on record
Dr Alexander Bown Trustee 01 September 2019
None on record
PROFESSOR JASON LOTAY Trustee 01 January 2019
None on record
Dr ELIZABETH KISS Trustee 03 December 2018
None on record
Sir Hugh Charles Jonathan Godfray Trustee 12 March 2018
None on record
HELEN GITTOS Trustee 01 October 2017
THE FOUNDATION OF LUDLOW COLLEGE
Received: On time
THE HENRY BRADSHAW SOCIETY
Received: On time
Dr Alexander Kaiserman Trustee 07 October 2016
None on record
Dr MIGUEL BALLESTER Trustee 01 October 2016
None on record
Dr ADAM EDWARD PHILIP CAULTON Trustee 01 October 2016
None on record
PROFESSOR PHILIP HOWARD Trustee 01 October 2016
None on record
RICHARD NORMAN Trustee 09 October 2015
None on record
Professor RICHARD OVENDEN OBE Trustee 01 January 2014
GREENING LAMBORN TRUST
Received: On time
Friends of the Nations' Libraries
Received: On time
FRIENDS OF THE BODLEIAN
Received: 123 days late
RYDER FAMILY PAPERS TRUST
Received: On time
PROFESSOR ADAM SMYTH Trustee 01 October 2013
THE OXFORD BIBLIOGRAPHICAL SOCIETY
Received: 14 days late
Dr CORALIA CARTIS Trustee 01 October 2013
None on record
Dr DANIEL BUTT Trustee 01 October 2013
None on record
Dr DEREK MOULTON Trustee 01 April 2013
None on record
PROFESSOR ELENA LOMBARDI Trustee 11 January 2013
None on record
Dr JIN-CHONG TAN Trustee 11 January 2013
None on record
DR MATTHEW ROBINSON MA DPHIL Trustee 11 January 2013
None on record
PROFESSOR ROBIN CHOUDHURY Trustee 11 January 2013
None on record
Dr JOHN-PAUL GHOBRIAL Trustee 01 October 2012
None on record
PROFESSOR MANUELA ZACCOLO Trustee 15 March 2012
None on record
Dr LISA JANE WALKER Trustee 15 March 2012
None on record
PROFESSOR Thomas Frederick Melham Trustee 28 September 2011
None on record
Dr NICOLA ZOE TROTT Trustee 28 September 2011
None on record
DR SANDRA PAOLI MA PHD Trustee 28 September 2011
None on record
Dr JAMES FORDER MA DPHIL Trustee 28 September 2011
None on record
PROFESSOR ANDRE LUKAS Trustee 28 September 2011
None on record
PROFESSOR DERMOT MICHAEL O'HARE MA DPHIL Trustee 28 September 2011
None on record
DR ROSALIND THOMAS BA MA PHD Trustee 28 September 2011
None on record
DR DAVID M LUCAS MA DPHIL Trustee 28 September 2011
None on record
Dr MARTIN HERBERT CONWAY Trustee 28 September 2011
BALLIOL SOCIETY
Received: 261 days late
PROFESSOR THOMAS H NOE Trustee 28 September 2011
None on record
DR SEBASTIAN MORDECAI SHIMELD BSC MA PHD Trustee 28 September 2011
None on record
PROFESSOR FREDDIE CHARLES HAMDY Trustee 28 September 2011
None on record
Dr GRANT IAN LAMOND Trustee 28 September 2011
None on record
Dr ARMIN JOSEF HERMANN REICHOLD Trustee 28 September 2011
None on record
DR WILLIAM BARFORD BSC MA PHD Trustee 28 September 2011
None on record
Dr SUDHIR KUMAR HAZAREESINGH Trustee 28 September 2011
None on record
DR SOPHIE MARNETTE MA PHD Trustee 28 September 2011
None on record
Dr ADRIAN KELLY Trustee 08 September 2011
None on record
Dr SIMON ANDREW SKINNER Trustee 29 August 2011
None on record
Professor Andrew Hurrell Trustee 29 August 2011
None on record
DR DOMINIC CHRISTOPHER O'BRIEN MA PHD Trustee 29 August 2011
None on record
Dr SEAMUS PERRY Trustee 01 January 2003
BALLIOL SOCIETY
Received: 261 days late
KEITH RAE TRUST
Received: 20 days late

Financial history

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Financial period end date

Income / Expenditure 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Total gross income £19.09m £10.38m £11.76m £14.25m £17.28m
Total expenditure £15.66m £14.45m £14.30m £18.09m £18.67m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £450.00k £694.00k £68.00k N/A
Income - Donations and legacies £10.56m £2.79m £2.97m £2.69m £7.57m
Income - Other trading activities £1.72m £770.00k £412.00k £1.45m £2.61m
Income - Charitable activities £6.21m £5.74m £5.99m £7.68m £8.20m
Income - Endowments £2.37m £1.91m £1.01m £754.00k £5.03m
Income - Investment £2.63m £2.34m £2.45m £2.79m £3.01m
Income - Other £350.00k £652.00k £951.00k £397.00k £926.00k
Income - Legacies £6.28m £0 £115.90k £10.00k £35.06k
Expenditure - Charitable activities £13.85m £12.64m £12.70m £16.08m £16.15m
Expenditure - Raising funds £488.00k £454.00k £460.00k £600.00k £719.00k
Expenditure - Governance £25.00k £28.00k £30.00k £30.00k £34.00k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £1.33m £1.36m £1.14m £1.41m £1.80m

Assets and liabilities

Definitions for assets and liabilities
Own use assets

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 Investments

Investments 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.

Other assets

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 liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These 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.

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Asset / Liability 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Own use assets £41.16m £166.61m £61.08m £59.38m £57.64m
Long-term investments £139.18m £12.34m £135.43m £140.06m £144.21m
Other assets £11.34m £9.01m £9.49m £9.49m £5.74m
Defined benefit pension scheme asset or liability -£2.39m -£2.10m -£1.86m -£2.82m -£1.83m
Total liabilities £37.58m £38.32m £37.71m £37.93m £38.13m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 July 2023 24 May 2024 On Time
Accounts and TAR 31 July 2023 24 May 2024 On Time Download Open in new window
Annual return 31 July 2022 12 May 2023 On Time
Accounts and TAR 31 July 2022 12 May 2023 On Time Download Open in new window
Annual return 31 July 2021 25 May 2022 On Time
Accounts and TAR 31 July 2021 25 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 27 May 2020 On Time
Accounts and TAR 31 July 2019 27 May 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DERVORGUILLA'S STATUTES OF 1282, FOUNDATION DEED 1284 CHARTER 1599 THE 1923 OXFORD AND CAMBRIDGE ACT SUBSEQUENTLY AMENDED BY THE 1989 EDUCATION REFORM ACT, AND MOST LATTERLY AMENDED ACCORDING TO THE 1923 ACT AND APPROVED BY HER MAJESTY IN COUNCIL ON 10 DECEMBER 2003, 9 APRIL 2008, AND 11 MARCH 2020

Charitable objects

TO ADVANCE EDUCATION, RELIGION, LEARNING, AND RESEARCH; AND TO BE A COLLEGE WITHIN THE UNIVERSITY OF OXFORD.

Area of benefit

The area the charity can operate in, as set out in its governing document.

OXFORDSHIRE

Contact information

Address:
BALLIOL COLLEGE
BROAD STREET
OXFORD
OX1 3BJ
Phone:
01865277715
Email:
college.office@balliol.ox.ac.uk
Website:

http://www.balliol.ox.ac.uk/ Open in new window