ST EDMUND HALL IN THE UNIVERSITY OF OXFORD

Charity number: 1137470
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity's objects are to provide, promote and engage in education, learning and research.

Income and expenditure

Data for financial year ending 31 July 2023

Total income:
£16,076,000

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Donations and legacies £3.85m
Charitable activities £8.32m
Other trading activities £426.00k
Investments £3.44m
Other £36.00k

Total expenditure:
£11,882,000

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Raising funds £2.06m
Charitable activities £9.82m
Other £0

-£5,014,000 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.

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Raising funds and other expenditure £2.06m
Charitable expenditure £9.82m
Retained for future use £4.19m

People

132 Employee(s)

42 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 2
£80k to £90k 1
£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 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:
  • 13 August 2010: Standard registration
Organisation type:
Other
Other names:
  • SAINT EDMUND HALL (Working name)
  • SEH (Working name)
  • ST EDMUND HALL (Working name)
  • TEDDY HALL (Working name)
  • THE PRINCIPAL, FELLOWS AND SCHOLARS OF SAINT EDMUND HALL IN THE UNIVERSITY OF OXFORD (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
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
  • 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

42 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Alexandra Lloyd Trustee 10 October 2024
None on record
Dr Joseph Pitt-Francis Trustee 01 October 2024
None on record
Dr Musab Younis Trustee 01 September 2024
None on record
Dr Anna Regoutz Trustee 01 September 2024
None on record
Dr Luke Parry Trustee 05 October 2023
None on record
Dr David Moreno Mateos Trustee 05 October 2023
None on record
Dr Katharina Marquardt Trustee 05 October 2023
None on record
Professor Brooke Marshall Trustee 05 October 2023
None on record
Mark Blandford-Baker Trustee 08 March 2023
None on record
Dr Alexandre Kohlhas Trustee 01 September 2022
None on record
Prof Claire Nichols Trustee 01 October 2021
None on record
Filippo De Vivo Trustee 01 October 2021
None on record
Prof David Dupret Trustee 01 October 2020
None on record
Dr Carly Jacqueline Amy Howett Trustee 01 July 2020
None on record
Professor Lars Jansen Trustee 01 January 2020
None on record
Dr Joanna Bell Trustee 01 October 2019
None on record
Eleanor Burnett Trustee 23 September 2019
None on record
Professor Mark Andrew Williams Trustee 04 October 2018
None on record
Professor Kathy Willis Trustee 01 October 2018
None on record
Dr Maia Chankseliani Trustee 01 November 2017
None on record
David Bannerman Trustee 01 October 2017
None on record
Dr Michael Gill Trustee 12 July 2017
None on record
Leslie Ann Goldberg Trustee 30 May 2017
None on record
Dr Erica McAlpine Trustee 01 January 2017
None on record
Professor Heidi Johansen-Berg Trustee 01 December 2014
None on record
PROFESSOR HENRIKE LAEHNEMANN Trustee 05 November 2014
None on record
Professor Paul James Goulart Trustee 22 September 2014
None on record
Dr LUC LE NGUYEN Trustee 28 January 2014
None on record
PROFESSOR PETER MALCOLM ROTHWELL Trustee 30 September 2013
None on record
PROFESSOR IAN DOUGLAS PAVORD DM FRCP Trustee 26 September 2013
None on record
Professor ANDREW KAHN Trustee
None on record
Dr ROBERT WILKINS Trustee
None on record
PROF OLIVER RIORDAN Trustee
None on record
PROF PAUL JOHNSON Trustee
None on record
Dr JEFFREY TSENG Trustee
None on record
Dr LINDA YUEH CBE Trustee
ROYAL COMMONWEALTH SOCIETY
Received: On time
Dr JONATHAN ROBERT YATES Trustee
None on record
Dr DIMITRIOS TSOMOCOS Trustee
None on record
Dr AMY ZAVATSKY Trustee
None on record
PROF DAVID EUSTHATIOS MANOLOPOULOS Trustee
None on record
Dr CHRISTOPHER WESLEY CHARLES WILLIAMS Trustee
None on record
Dr DAVID PRIESTLAND Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Total gross income £13.92m £8.34m £11.66m £12.50m £15.79m
Total expenditure £10.51m £9.27m £10.42m £12.69m £11.88m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £391.94k £385.71k N/A N/A
Income - Donations and legacies £4.43m £1.79m £4.51m £2.10m £3.85m
Income - Other trading activities £841.52k £479.32k £109.85k £271.00k £426.00k
Income - Charitable activities £6.37m £5.84m £5.42m £7.64m £8.32m
Income - Endowments £3.66m £1.08m £2.00m £854.00k £584.00k
Income - Investment £2.26m £2.35m £2.56m £2.95m £3.44m
Income - Other £10.00k £416.69k £395.69k £43.00k £36.00k
Income - Legacies £111.12k £0 £177.99k £475.16k £590.00k
Expenditure - Charitable activities £8.65m £7.53m £8.87m £10.75m £9.82m
Expenditure - Raising funds £1.86m £1.74m £1.56m £1.94m £2.06m
Expenditure - Governance £18.00k £20.00k £30.00k £33.00k £31.00k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £539.00k £566.00k £637.00k £684.00k £733.00k
Expenditure - Other £0 £0 £0 £0 £0

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 31/07/2019 31/07/2020 31/07/2021 31/07/2022 31/07/2023
Own use assets £17.30m £14.69m £21.56m £23.82m £25.41m
Long-term investments £78.55m £82.31m £94.98m £93.71m £81.20m
Other assets £16.87m £12.35m £10.86m £8.30m £17.91m
Defined benefit pension scheme asset or liability -£1.88m -£1.48m -£1.33m -£2.52m -£1.97m
Total liabilities £21.76m £20.84m £21.63m £21.73m £21.79m

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 30 May 2023 On Time
Accounts and TAR 31 July 2022 30 May 2023 On Time Download Open in new window
Annual return 31 July 2021 31 May 2022 On Time
Accounts and TAR 31 July 2021 31 May 2022 On Time Download Open in new window
Annual return 31 July 2020 25 May 2021 On Time
Accounts and TAR 31 July 2020 26 May 2021 On Time Download Open in new window
Annual return 31 July 2019 04 June 2020 4 days late
Accounts and TAR 31 July 2019 04 June 2020 4 days late 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.

ROYAL CHARTER 15 FEBRUARY 1957 AS AMENDED BY SPECIAL STATUTE 9 FEBRUARY 1978 AND STATUTES LAST AMENDED 14 FEBRUARY 2001

Charitable objects

TO PROVIDE FOR MEMBERS OF THE UNIVERSITY OF OXFORD A COLLEGE WHEREIN THEY MAY PARTICIPATE IN THE EDUCATIONAL FACILITIES OFFERED BY, AND STUDY FOR DEGREES IN THE UNIVERSITY OF OXFORD. TO DO ALL SUCH OTHER THINGS AS ARE INCIDENTAL OR CONDUCIVE TO ADVANCING EDUCATION LEARNING AND RESEARCH IN OXFORD OR ELSEWHERE.

Area of benefit

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

OXFORDSHIRE

Contact information

Address:
ST. EDMUND HALL
QUEENS LANE
OXFORD
OX1 4AR
Phone:
01865 279000
Email:
finance.bursar@seh.ox.ac.uk
Website:

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