ST CATHERINE'S COLLEGE IN THE UNIVERSITY OF OXFORD

Charity number: 1143817
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance learning, education and research in the arts and sciences and to provide for men and women who shall be members of the University a College wherein they may work for degrees in the University or may carry out postgraduate or other special studies.

Income and expenditure

Data for financial year ending 31 July 2023

Total income:
£19,083,000

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £995.00k
Charitable activities £10.63m
Other trading activities £1.67m
Investments £5.77m
Other £21.00k

Total expenditure:
£13,680,000

Text alternative for this canvas graphic is in the data table below.
Raising funds £717.00k
Charitable activities £12.23m
Other £734.00k

-£8,374,000 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £1.45m
Charitable expenditure £12.23m
Retained for future use £5.40m

People

197 Employee(s)

44 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 5
£70k to £80k 3
£80k to £90k 2
£130k to £140k 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 for another benefit.

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 Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 15 September 2011: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
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 does not own and/or lease 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

44 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Professor Ludmilla Steier Trustee 01 October 2021
None on record
Naomi Freud Trustee 04 November 2020
None on record
Dr Christoph Haase Trustee 02 October 2020
None on record
Professor Orestis Adamidis Trustee 02 October 2020
None on record
Dr James Edward Thomson Trustee 01 November 2017
None on record
Dr Thomas Adams Trustee 01 October 2017
None on record
Professor Samuel Wolfe Trustee 01 October 2017
None on record
Dr Jessica Mary Goodman Trustee 01 October 2015
None on record
Dr Amanda Power Trustee 01 October 2015
None on record
PROFESSOR LAURA TUNBRIDGE Trustee 01 October 2014
COLFE'S SCHOOL
Received: On time
Professor Fiona McConnell Trustee 01 December 2013
None on record
Professor Heidi de Wet Trustee 06 October 2013
THE PHYSIOLOGICAL SOCIETY
Received: On time
PROFESSOR ANDREW DICKINSON Trustee 06 October 2013
None on record
PROFESSOR PATRICK GRANT Trustee 30 October 2012
None on record
Professor Justine Pila Trustee 30 October 2012
None on record
Professor Eleanor Stride OBE Trustee 30 October 2012
ROYAL COMMISSION FOR THE EXHIBITION OF 1851
Received: On time
PROFESSOR GAIA SCERIF Trustee 30 October 2012
None on record
PROFESSOR PETER IRELAND Trustee 30 October 2012
None on record
Professor Ben Bollig Trustee 30 October 2012
THE MODERN HUMANITIES RESEARCH ASSOCIATION
Received: On time
PROFESSOR JOHN FOORD Trustee 30 October 2012
None on record
PROFESSOR ASHOK HANDA Trustee 30 October 2012
None on record
PROFESSOR PEKKA HAMALAINEN Trustee 30 October 2012
None on record
PROFESSOR UDO OPPERMANN Trustee 30 October 2012
None on record
Dr DUNCAN ANDREW ROBERTSON Trustee 30 October 2012
None on record
PROFESSOR TOMMASO PIZZARI Trustee 30 October 2012
None on record
PROFESSOR ANDREAS MUENCH Trustee 30 October 2012
None on record
PROFESSOR CHRISTOPH REISINGER Trustee 30 October 2012
None on record
PROFESSOR ALAIN GORIELY Trustee 30 October 2012
None on record
PROFESSOR GERVASE ROSSER Trustee 15 September 2011
None on record
PROFESSOR DAVID GILLESPIE Trustee 15 September 2011
None on record
Professor Marc Mulholland Trustee 15 September 2011
None on record
PROFESSOR DAVID WOMERSLEY Trustee 15 September 2011
None on record
PROFESSOR LOUISE FAWCETT DE POSADA Trustee 15 September 2011
None on record
PROFESSOR RICHARD BERRY Trustee 15 September 2011
None on record
PROFESSOR ADRIAN SMITH Trustee 15 September 2011
None on record
PROFESSOR BYRON WALTER BYRNE Trustee 15 September 2011
None on record
PROFESSOR RICHARD BAILEY Trustee 15 September 2011
None on record
PROFESSOR ANDREW BUNKER Trustee 15 September 2011
None on record
PROFESSOR MARC LACKENBY Trustee 15 September 2011
None on record
PROFESSOR BART VAN ES Trustee 15 September 2011
None on record
Dr ROBERT LEESE Trustee 15 September 2011
None on record
Professor Kirsten E Shepherd-Barr Trustee 15 September 2011
None on record
CRESSIDA ELIZABETH CHAPPELL Trustee 15 September 2011
None on record
PROFESSOR PENELOPE ANN HANDFORD Trustee 01 October 1998
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 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Total gross income £12.12m £11.03m £10.30m £15.65m £18.09m
Total expenditure £12.90m £11.00m £11.10m £14.49m £13.68m
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 £2.74m £2.27m £1.00m £878.00k £995.00k
Income - Other trading activities £675.00k £260.00k £98.00k £674.00k £1.67m
Income - Charitable activities £9.22m £7.62m £7.19m £9.62m £10.63m
Income - Endowments £2.74m £2.27m £1.00m £878.00k £811.50k
Income - Investment £2.17m £2.76m £2.52m £5.29m £5.77m
Income - Other £42.00k £386.00k £485.00k £65.00k £21.00k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £11.75m £9.89m £10.09m £13.27m £12.23m
Expenditure - Raising funds £589.00k £565.00k £408.00k £555.00k £717.00k
Expenditure - Governance £0 £0 £0 £0 £24.00k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £171.00k £177.00k £156.00k £136.00k £214.00k
Expenditure - Other £566.00k £554.00k £597.00k £661.00k £734.00k

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 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Own use assets £25.48m £28.21m £27.16m £25.88m £24.82m
Long-term investments £104.81m £103.28m £113.14m £123.33m £122.68m
Other assets £23.68m £21.75m £23.77m £24.18m £21.40m
Defined benefit pension scheme asset or liability -£2.01m -£1.47m -£1.42m -£2.85m -£1.80m
Total liabilities £31.07m £28.45m £28.51m £28.41m £27.95m

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 31 May 2024 On Time
Accounts and TAR 31 July 2023 31 May 2024 On Time Download Open in new window
Annual return 31 July 2022 29 May 2023 On Time
Accounts and TAR 31 July 2022 29 May 2023 On Time Download Open in new window
Annual return 31 July 2021 16 May 2022 On Time
Accounts and TAR 31 July 2021 16 May 2022 On Time Download Open in new window
Annual return 31 July 2020 28 April 2021 On Time
Accounts and TAR 31 July 2020 28 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
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.

CHARTER OF 1 OCTOBER 1963 AND STATUTES LAST AMENDED JUNE 2004

Charitable objects

1.TO ADVANCE LEARNING, EDUCATION AND RESEARCH IN THE ARTS AND SCIENCES. 2.TO PROVIDE FOR MEN (AMENDED 20 DECEMBER 1972 TO INSERT 'AND WOMEN') WHO SHALL BE MEMBERS OF THE UNIVERSITY A COLLEGE WHEREIN THEY MAY WORK FOR DEGREES IN THE UNIVERSITY OR MAY CARRY OUT POST-GRADUATE OR OTHER SPECIAL STUDIES.

Area of benefit

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

OXFORDSHIRE

Contact information

Address:
ST. CATHERINES COLLEGE
MANOR ROAD
OXFORD
OX1 3UJ
Phone:
01865271700
Email:
college.office@stcatz.ox.ac.uk
Website:

www.stcatz.ox.ac.uk Open in new window