THE ST MICHAELS AND ALL SAINTS CHARITY

Charity number: 261304
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Income is applied to defray the cost of repairs to the fabric, fittings and organ of the Parish Church and of insurance of the Parish Church, to the maintanance of music and provision of music, in aid of the stipends of clergy, to the maintenance of property and in making grants for such religious and other charitable purposes as the Feoffees decide after consultation with the PCC.

Income and expenditure

Data for financial year ending 31 December 2023

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.

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
  • Religious Activities
  • Economic/community Development/employment
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 24 July 1970: Standard registration
Organisation type:
Other
Other names:
  • ST MICHAEL'S AND ALL SAINT'S CHARITIES - CHURCH BRANCH (Working name)
  • CHURCH LANDS OR PARISH HOUSES (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Trustee conflicts of interest 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rupert Francis Sheppard Trustee 01 October 2024
CHURCH HOUSES RELIEF IN NEED CHARITY
Received: On time
Nigel Clifford Trustee 01 September 2024
CHURCH HOUSES RELIEF IN NEED CHARITY
Received: On time
THE ST MICHAEL'S OXFORD EDUCATIONAL TRUST
Received: On time
KEITH MURRAY AWARD FUND
Received: On time
LINCOLN 2027 TRUST
Received: On time
Professor Andrew Spicer Trustee 15 May 2024
THE PAROCHIAL CHURCH COUNCIL OF ST. MICHAEL AT THE NORTHGATE CHURCH
Received: On time
CHURCH HOUSES RELIEF IN NEED CHARITY
Received: On time
THE ST MICHAEL'S OXFORD EDUCATIONAL TRUST
Received: On time
IAN LAING Trustee 11 May 2021
CHURCH HOUSES RELIEF IN NEED CHARITY
Received: On time
Matthew Lebus Trustee 28 October 2020
CHURCH HOUSES RELIEF IN NEED CHARITY
Received: On time
THE ST MICHAEL'S OXFORD EDUCATIONAL TRUST
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF ST. MICHAEL AT THE NORTHGATE CHURCH
Received: On time
Oxford Food Hub
Received: On time
Rev ANTHONY BUCKLEY Trustee 09 January 2019
THE ST MICHAEL'S OXFORD EDUCATIONAL TRUST
Received: On time
CHURCH HOUSES RELIEF IN NEED CHARITY
Received: On time
PROF SIR NIGEL SHADBOLT FRS FREng Trustee 01 August 2015
WEB SCIENCE TRUST
Received: On time
JESUS COLLEGE WITHIN THE UNIVERSITY AND CITY OF OXFORD OF QUEEN ELIZABETH'S FOUNDATION
Received: On time
THE ST MICHAEL'S OXFORD EDUCATIONAL TRUST
Received: On time
CHURCH HOUSES RELIEF IN NEED CHARITY
Received: On time
SAMIA SHIBLI Trustee
CHURCH HOUSES RELIEF IN NEED CHARITY
Received: On time
RUTH LOUISE LOSEBY Trustee
CHURCH HOUSES RELIEF IN NEED CHARITY
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £800.99k £472.07k £269.58k £598.13k £667.26k
Total expenditure £785.62k £482.47k £428.84k £322.69k £378.28k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £0 N/A N/A £8.23k £0
Income - Other trading activities £0 N/A N/A £0 £0
Income - Charitable activities £0 N/A N/A £0 £0
Income - Endowments £0 N/A N/A £0 £0
Income - Investment £800.99k N/A N/A £589.90k £667.26k
Income - Other £0 N/A N/A £0 £0
Income - Legacies £0 N/A N/A £0 £0
Expenditure - Charitable activities £656.13k N/A N/A £200.59k £222.02k
Expenditure - Raising funds £129.49k N/A N/A £0 £0
Expenditure - Governance £8.49k N/A N/A £6.00k £10.18k
Expenditure - Grants institution £463.16k N/A N/A £0 £156.13k
Expenditure - Investment management £0 N/A N/A £0 £0
Expenditure - Other £0 N/A N/A £122.10k £156.27k

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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £0 N/A N/A £0 £0
Long-term investments £15.97m N/A N/A £10.06m £12.59m
Other assets £709.38k N/A N/A £1.09m £1.44m
Defined benefit pension scheme asset or liability £0 N/A N/A £0 £0
Total liabilities £168.88k N/A N/A £136.28k £194.24k

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 December 2023 12 September 2024 On Time
Accounts and TAR 31 December 2023 12 September 2024 On Time Download Open in new window
Annual return 31 December 2022 30 October 2023 On Time
Accounts and TAR 31 December 2022 30 October 2023 On Time Download Open in new window
Annual return 31 December 2021 31 October 2022 On Time
Accounts and TAR 31 December 2021 31 October 2022 On Time Download Open in new window
Annual return 31 December 2020 26 October 2021 On Time
Accounts and TAR 31 December 2020 26 October 2021 On Time Download Open in new window
Annual return 31 December 2019 29 October 2020 On Time
Accounts and TAR 31 December 2019 29 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
ST MICHAEL'S CHURCH CENTRE
CORNMARKET
OXFORD
OXFORDSHIRE
OX1 3EY
Phone:
01865255774