THE WARDEN AND SCHOLARS OF THE HOUSE OR COLLEGE OF SCHOLARS OF MERTON IN THE UNIVERSITY OF OXFORD

Charity number: 1139022
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE ADVANCEMENT OF EDUCATION AND LEARNING THROUGH PROVISION OF TEACHING AND EDUCATIONAL SUPPORT TO APPROXIMATELY 600 RESIDENT UNDERGRADUATE AND GRADUATE STUDENTS WHO ARE ENGAGED ON A COURSE OF STUDIES LEADING TO THE AWARD OF A DEGREE IN THE UNIVERISTY OF OXFORD AND THROUGH THE APPOINTMENT OR EMPLOYMENT OF FELLOWS AND ACADEMIC STAFF WHO ARE ACTIVELY ENGAGED IN RESEARCH

Income and expenditure

Data for financial year ending 31 July 2024

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

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 15 November 2010: Standard registration
Organisation type:
Other
Other names:
  • MERTON COLLEGE (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Social media 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

52 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev Justin White Trustee 15 January 2025
None on record
Dr Ted Tregear Trustee 09 October 2024
None on record
Dr Rory Gregson Trustee 09 October 2024
None on record
Professor Stanislav Zivny Trustee 09 October 2024
None on record
Professor Samuel Fletcher Trustee 09 October 2024
None on record
Dr Krishnan Jesse Ram-Prasad Trustee 01 October 2023
None on record
Dr David Philipp Nadlinger Trustee 01 October 2023
None on record
Dr Martina Astrid Rodda Trustee 01 October 2023
None on record
Dr Lucy Brookes Trustee 01 October 2023
None on record
Professor Naomi Waltham-Smith Trustee 01 September 2023
None on record
Dr Lindsay Baker Trustee 01 September 2023
None on record
Professor James Newton Trustee 01 September 2021
None on record
Mark Coote Trustee 04 May 2021
None on record
Dr Nathaniel Lane Trustee 07 October 2020
None on record
Dr Jane Gover Trustee 04 May 2020
None on record
Professor Thomas Richards Trustee 01 January 2020
None on record
Dr Jennifer Altehenger Trustee 09 October 2019
None on record
Dr Alice Brooke Trustee 01 October 2018
None on record
Professor Helen Small Trustee 01 October 2018
None on record
Professor Madhavi Krishnan Trustee 01 June 2018
None on record
Professor Julian Knight Trustee 01 October 2016
None on record
Professor Matthew Higgins Trustee 01 October 2016
None on record
Professor Ehud Hrushovski Trustee 01 October 2016
None on record
Professor Lorna Hutson Trustee 01 October 2016
None on record
Tim Lightfoot Trustee 09 May 2016
None on record
PROFESSOR HUGH WATKINS Trustee 01 May 2016
CARDIOVASCULAR FORUM
Received: On time
FRA' JOHN EIDINOW Trustee 01 April 2016
None on record
Prof Radek Erban Trustee 01 September 2014
None on record
ANDREW MACKIE Trustee 05 December 2013
None on record
Dr Bassel Tarbush Trustee 01 September 2013
None on record
CHARLES ALAN HEATHCOTE ALEXANDER Trustee 14 February 2013
OXFORD LIEDER
Received: On time
DRAGON SCHOOL TRUST LIMITED
Received: On time
PROFESSOR SIR ANDREW WILES Trustee 14 November 2011
None on record
Dr Kate Blackmon Trustee 01 October 2003
None on record
PROFESSOR ALAN MORRISON Trustee
None on record
Professor RHIANNON ASH Trustee
None on record
PROFESSOR SIMON MARTIN HOOKER Trustee
None on record
Professor MICHAEL WHITWORTH Trustee
None on record
PROF DAVID PATERSON Trustee
None on record
PROFESSOR ALEXANDER SCOTT Trustee
None on record
PROFESSOR ARTUR EKERT Trustee
THE NEWSMAST FOUNDATION
Recently registered
Prof. Daniel MacGregor Grimley Trustee
DENNE GILKES MEMORIAL FUND
Received: On time
PROFESSOR IRENE LEMOS Trustee
None on record
Dr Matthew Grimley Trustee
THE HOLLAND LECTURESHIP
Received: On time
THE CHURCH OF ENGLAND RECORD SOCIETY
Received: On time
Dr JULIA CAROLINE WALWORTH Trustee
SOCIETY FOR THE STUDY OF MEDIEVAL LANGUAGES AND LITERATURE
Received: On time
PROFESSOR PETER WILLIAM HAROLD HOLLAND Trustee
RAY LANKESTER FUND
Received: On time
WILDLIFE RESEARCH AND MANAGEMENT TRUST FUND
Received: On time
Professor JONATHAN RALPH WARBURG PRAG Trustee
THOMAS WIEDEMANN MEMORIAL FUND
Received: On time
Professor IAN MACLACHLAN Trustee
None on record
Professor ALAN BARR Trustee
None on record
Professor ALEXANDER SCHEKOCHIHIN Trustee
None on record
Professor STEVEN GUNN Trustee
None on record
Warden JENNIFER PAYNE Trustee
None on record
Professor PATRICIA THORNTON Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £12.69m £13.85m £15.11m £19.30m £21.16m
Total expenditure £14.60m £16.97m £18.98m £19.05m £21.86m
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 £1.22m £2.65m £3.05m £1.93m £4.95m
Income - Other trading activities £526.00k £17.00k £672.00k £493.00k £695.00k
Income - Charitable activities £4.47m £4.64m £5.47m £6.66m £7.02m
Income - Endowments £479.00k £1.48m £1.59m £316.00k £1.64m
Income - Investment £6.11m £6.34m £5.90m £7.48m £8.49m
Income - Other £366.00k £198.00k £24.00k £8.00k £4.00k
Income - Legacies £0 £0 £0 £0 £320.00k
Expenditure - Charitable activities £12.29m £14.82m £16.01m £16.17m £18.06m
Expenditure - Raising funds £1.92m £2.13m £2.51m £2.42m £3.24m
Expenditure - Governance £24.00k £26.00k £31.00k £34.00k £37.00k
Expenditure - Grants institution £0 £0 £0 £10.00k £274.00k
Expenditure - Investment management £1.38m £1.64m £1.81m £1.85m £2.68m
Expenditure - Other £392.00k £14.00k £464.00k £467.00k £553.00k

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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Own use assets £17.56m £16.96m £16.67m £16.52m £16.49m
Long-term investments £277.04m £317.15m £341.26m £334.56m £383.02m
Other assets £12.15m £9.11m £10.97m £10.47m £10.47m
Defined benefit pension scheme asset or liability -£2.01m -£1.83m -£3.10m -£1.89m £0
Total liabilities £5.87m £1.79m £2.30m £1.60m £2.43m

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 2024 09 January 2025 On Time
Accounts and TAR 31 July 2024 09 January 2025 On Time Download Open in new window
Annual return 31 July 2023 11 December 2023 On Time
Accounts and TAR 31 July 2023 11 December 2023 On Time Download Open in new window
Annual return 31 July 2022 23 November 2022 On Time
Accounts and TAR 31 July 2022 23 November 2022 On Time Download Open in new window
Annual return 31 July 2021 16 December 2021 On Time
Accounts and TAR 31 July 2021 16 December 2021 On Time Download Open in new window
Annual return 31 July 2020 08 February 2021 On Time
Accounts and TAR 31 July 2020 08 February 2021 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
MERTON COLLEGE
MERTON STREET
OXFORD
OX1 4JD
Phone:
01865276310