THE ASHMOLEAN MUSEUM ENDOWMENT TRUST

Charity Number: 1154932
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Grant making

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £459,472
Total expenditure: £382,569

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

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

What the charity does:
  • Arts/culture/heritage/science
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:
  • 08 December 2013: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Risk management
  • 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Professor Irene Mary Carmel Tracey CBE Trustee 01 March 2023
None on record
Lord James Roger Crompton Lupton CBE Trustee 30 January 2023
None on record
Dr Alexander John Sturgis Trustee 30 January 2023
THE BARLOW COLLECTION
Received: On time
THE HENRY BARBER TRUST
Received: On time
THE PILGRIM TRUST
Received: On time
BERNARD JOHN TAYLOR CVO,CBE,DL Trustee 20 November 2013
THE RYCOTE BUILDINGS CHARITABLE FOUNDATION
Received: On time
SIR MARTIN GREGORY SMITH Trustee 20 November 2013
AMSCORDI LIMITED
Received: On time
THE MARTIN SMITH FOUNDATION
Received: On time
ORCHESTRA OF THE AGE OF ENLIGHTENMENT TRUST
Received: 1 day late

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £1.62m £1.52m £408.97k £490.20k £459.47k
Total expenditure £192.24k £310.95k £348.01k £401.28k £382.57k
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 £20.58k £1.18m N/A N/A N/A
Income - Other trading activities £0 £0 N/A N/A N/A
Income - Charitable activities £0 £0 N/A N/A N/A
Income - Endowments £0 £0 N/A N/A N/A
Income - Investment £294.38k £337.61k N/A N/A N/A
Income - Other £0 £0 N/A N/A N/A
Income - Legacies £0 £0 N/A N/A N/A
Expenditure - Charitable activities £192.24k £310.95k N/A N/A N/A
Expenditure - Raising funds £0 £0 N/A N/A N/A
Expenditure - Governance £4.92k £15.95k N/A N/A N/A
Expenditure - Grants institution £187.32k £295.00k N/A N/A N/A
Expenditure - Investment management £0 £0 N/A N/A N/A
Expenditure - Other £0 £0 N/A N/A N/A

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 05 April 2024 25 January 2025 On Time
Accounts and TAR 05 April 2024 25 January 2025 On Time Download Open in new window
Annual return 05 April 2023 30 January 2024 On Time
Accounts and TAR 05 April 2023 30 January 2024 On Time Download Open in new window
Annual return 05 April 2022 26 January 2023 On Time
Accounts and TAR 05 April 2022 26 January 2023 On Time Download Open in new window
Annual return 05 April 2021 01 February 2022 On Time
Accounts and TAR 05 April 2021 01 February 2022 On Time Download Open in new window
Annual return 05 April 2020 04 February 2021 On Time
Accounts and TAR 05 April 2020 04 February 2021 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.

TRUST DEED DATED 29 OCT 2013 AS AMENDED BY RESOLUTION DATED 16 FEB 2017

Charitable objects

THE OBJECT OF THE TRUST IS TO ADVANCE EDUCATION IN THE ARTS AND ARCHAEOLOGY FOR THE PUBLIC BENEFIT AT THE ASHMOLEAN MUSEUM OF ARTS AND ARCHAEOLOGY IN THE UNIVERSITY OF OXFORD BY THE PROVISION OF FINANCIAL AND OTHER SUPPORT INCLUDING BUT WITHOUT LIMITATION TO SUPPORT FOR GENERAL UPKEEP, TEACHING, RESEARCH AND THE FACILITATION OF PUBLIC ACCESS.

Contact information

Address:
C/OTHE ESTATE OFFICE
RYCOTE PARK
THAME
OXFORDSHIRE
OX9 2PE
Phone:
02033757000
Email:
No information available
Website:

No information available