THE COLLEGE OF THE HOLY AND UNDIVIDED TRINITY IN THE UNIVERSITY OF OXFORD OF THE FOUNDATION OF SIR THOMAS POPE
Charity overview
Activities - how the charity spends its money
UNIVERSITY COLLEGE
Income and expenditure
Data for financial year ending 31 July 2023
Total income:
£11,534,982
| Donations and legacies | £1.52m | |
| Charitable activities | £5.89m | |
| Other trading activities | £261.99k | |
| Investments | £3.83m | |
| Other | £36.70k |
Total expenditure:
£11,895,826
| Raising funds | £1.10m | |
| Charitable activities | £10.80m | |
| Other | £0 |
£12,055,382 investments gains (losses)
Total income includes £32,176 from 2 government grant(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 | £1.10m | |
| Charitable expenditure | £10.80m |
People
103 Employee(s)
36 Trustee(s)
2 Volunteer(s)
Employees with total benefits over £60,000
| Number of employees | |
|---|---|
| £60k to £70k | 3 |
| £70k to £80k | 1 |
| £80k to £90k | 3 |
| £100k to £110k | 1 |
| £130k to £140k | 1 |
Fundraising
Trading
Trustee payments
What, who, how, where
- Education/training
- Religious Activities
- Environment/conservation/heritage
- Recreation
- Other Defined Groups
- The General Public/mankind
- Makes Grants To Individuals
- Provides Buildings/facilities/open Space
- Provides Services
- Sponsors Or Undertakes Research
- Oxfordshire
Governance
- 12 September 2011: Standard registration
- TRINITY COLLEGE, OXFORD (Working name)
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- 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
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
36 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| DAME HILARY BOULDING | Chair | 01 August 2017 |
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| Dr Dong Liu | Trustee | 22 January 2025 |
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| Dr Meera Mehta | Trustee | 22 January 2025 |
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| Dr Tobias Warnecke | Trustee | 16 October 2024 |
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| Dr William Alasdair Winning | Trustee | 16 October 2024 |
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| Professor Janina Dill | Trustee | 16 October 2024 |
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| Dr Natalia Gromak | Trustee | 24 April 2024 |
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| Dr Meia Walravens | Trustee | 11 October 2023 |
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| Dr Gautam Gurung | Trustee | 11 October 2023 |
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| Professor David Anthony Parker | Trustee | 11 October 2023 |
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| Rev Joshua Peter Brocklesby | Trustee | 11 October 2023 |
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| Dr Rebecca Elin Bullard | Trustee | 09 June 2022 |
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| Dr Sam Masa Vinko | Trustee | 09 June 2021 |
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| Dr Fanny Bessard | Trustee | 14 October 2020 |
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| Lynne Alison Adam | Trustee | 23 September 2020 |
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| Professor Geoffrey John McCallum Batchen | Trustee | 01 January 2020 |
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| Professor Katherine Mary Ibbett | Trustee | 10 October 2018 |
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| Christopher Richard Allen Ferguson | Trustee | 10 October 2018 |
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| Dr Luke David Rostill | Trustee | 11 October 2017 |
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| Dr Melanie Esther Rupflin | Trustee | 01 September 2016 |
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| Dr Maria del Pilar Blanco | Trustee | 18 November 2013 |
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| Professor Susan Perkin | Trustee | 18 November 2013 |
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| Felicity Susan Broers | Trustee | 12 June 2013 |
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| Dr Gail Christiana West | Trustee | 08 March 2013 |
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| Professor Francis Allen Barr | Trustee | 08 March 2013 |
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| Dr Anil Daniel Gomes | Trustee | 08 March 2013 |
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| Professor Ian Joseph Hewitt | Trustee | 02 January 2013 |
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| Dr Kantik Ghosh | Trustee | 12 September 2011 |
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| Dr Jan Tadeusz Czernuszka | Trustee | 12 September 2011 |
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| Professor STEFANO-MARIA EVANGELISTA | Trustee | 12 September 2011 |
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| Professor Martin David Maiden | Trustee | 12 September 2011 |
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| Professor Dame Frances mary Ashcroft | Trustee | 12 September 2011 |
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| Professor Marta Zofia Kwiatkowska | Trustee | 12 September 2011 |
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| Professor NICHOLAS BARBER | Trustee | 31 August 2011 |
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| Professor Keith James Buckler | Trustee | 31 August 2011 |
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| Professor Johannes Zachhuber | Trustee | 31 August 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 | £10.32m | £9.88m | £9.14m | £11.21m | £11.25m | |
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Total expenditure | £9.92m | £9.32m | £8.93m | £12.01m | £11.90m | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | £352.03k | £317.84k | £16.03k | £32.18k | |
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Income - Donations and legacies | £1.42m | £2.44m | £2.67m | £2.59m | £1.52m | |
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Income - Other trading activities | £438.07k | £246.89k | £35.00k | £102.22k | £261.99k | |
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Income - Charitable activities | £5.36m | £4.17m | £3.65m | £5.17m | £5.89m | |
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Income - Endowments | £280.70k | £767.13k | £988.46k | £137.30k | £286.50k | |
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Income - Investment | £3.38m | £3.44m | £3.46m | £3.47m | £3.83m | |
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Income - Other | £0 | £352.16k | £318.17k | £21.27k | £36.70k | |
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Income - Legacies | £94.07k | £99.87k | £501.95k | £581.65k | £407.67k | |
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Expenditure - Charitable activities | £8.69m | £8.43m | £8.11m | £11.14m | £10.80m | |
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Expenditure - Raising funds | £863.83k | £895.02k | £820.02k | £862.03k | £1.10m | |
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Expenditure - Governance | £34.17k | £23.00k | £24.00k | £26.00k | £31.00k | |
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Expenditure - Grants institution | £90.42k | £1.00k | £1.00k | £0 | £0 | |
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Expenditure - Investment management | £288.57k | £167.00k | £200.00k | £257.01k | £380.99k | |
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Expenditure - Other | £364.39k | £0 | £0 | £0 | £0 |
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 | £13.85m | £20.23m | £35.59m | £40.17m | £41.97m | |
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Long-term investments | £161.22m | £172.25m | £181.21m | £165.65m | £179.80m | |
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Other assets | £11.16m | £4.80m | £2.86m | £11.66m | £5.98m | |
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Defined benefit pension scheme asset or liability | -£2.07m | -£1.96m | -£1.65m | -£2.54m | -£1.47m | |
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Total liabilities | £1.40m | £1.64m | £2.10m | £1.97m | £1.62m |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 July 2023 | 28 February 2024 | On Time | |
| Accounts and TAR | 31 July 2023 | 28 February 2024 | On Time | Download Open in new window |
| Annual return | 31 July 2022 | 02 May 2023 | On Time | |
| Accounts and TAR | 31 July 2022 | 02 May 2023 | On Time | Download Open in new window |
| Annual return | 31 July 2021 | 27 May 2022 | On Time | |
| Accounts and TAR | 31 July 2021 | 27 May 2022 | On Time | Download Open in new window |
| Annual return | 31 July 2020 | 06 April 2021 | On Time | |
| Accounts and TAR | 31 July 2020 | 06 April 2021 | On Time | Download Open in new window |
| Annual return | 31 July 2019 | 19 May 2020 | On Time | |
| Accounts and TAR | 31 July 2019 | 19 May 2020 | On Time | Download Open in new window |