Finance Score: -2

Governance Score: 0

Support Score: 9

Low unrestricted reserves: -2

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
All male board: -3

Overall weighted support: +9

Overall GiG Score: 7

OXFORD PHILHARMONIC ORCHESTRA TRUST

PROMOTE AND MAINTAIN PUBLIC EDUCATION IN, AND APPRECIATION OF, THE ART AND SCIENCE OF MUSIC IN ALL ASPECTS BY THE PRESENTATION OF PUBLIC CONCERTS AND RECITALS, INCLUDING THE CARRYING ON OF ACTIVITIES OF THE ORCHESTRA KNOWN AS THE OXFORD PHILHARMONIC, AND PROMOTE THE GENERAL PURPOSES OF SUCH CHARITABLE BODIES AS SHALL BE EXCLUSIVELY CHARITABLE AS THE BOARD OF DIRECTORS MAY FROM TIME TO TIME DECIDE.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
Why are there 16 trustees whereas the Charities Commission recommends a maximum of 12?
Why is the Board completely male?

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£2,988	£2,741	£247	£0	£653	£653	2.9	11	21
31/08/22		£1,955	£1,981	£-26	£0	£405	£402	2.4	10	21
31/08/21		£1,063	£1,043	£20	£0	£432	£431	5	10	31
31/08/20		£1,371	£1,381	£-9	£0	£411	£403	3.5	0	0
31/08/19		£2,061	£1,908	£153	£0	£421	£412	2.6	11	0
31/08/18		£1,739	£1,584	£156	£0	£268	£249	1.9	10	0
31/08/17		£1,517	£1,634	£-117	£0	£112	£112	0.8	11	0
31/08/16		£1,716	£2,102	£-386	£0	£404	£393	2.2	9	0
31/08/15		£1,834	£1,563	£271	£1,544	£739	£277	2.1	7	0
31/08/14		£2,013	£1,829	£184	£9	£519	£482	3.2	8	0
31/08/13		£1,706	£1,587	£119	£7	£335	£309	2.3	9	0
31/08/12		£1,412	£1,524	£-113	£7	£216	£198	1.6	11	0
31/08/11		£1,156	£1,167	£-11	£8	£329	£318	3.3	10	0
31/08/10		£1,140	£1,011	£129	£5	£340	£329	3.9	8	0
31/08/09		£1,012	£953	£58	£5	£211	£193	2.4	6	0
31/08/08		£785	£756	£29	£4	£153	£125	2	7	0
31/08/07		£649	£602	£48	£4	£124	£87	1.7	2	0
31/08/06		£607	£603	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£555	£513	£42	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04	*	£467	£471	£-4	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 29%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 2.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1

Asset Split ?

Balance Sheet History

Established: 24 years
(26 years as a company)

www.oxfordphil.com

info@oxfordphil.com

01865987222

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes

GiG Classification

Performing and visual arts

How it operates

Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information
Provides other finance
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£313,597
John Ellerman Foundation	£150,000
Garfield Weston Foundation	£50,000
The Foyle Foundation	£20,000

Specific Donations

Amount	When Months	To be used for
John Ellerman Foundation - Towards the salaries of both the Director and Chief Operating Officer.
£150,000	25/05/2023	Towards the salaries of both the Director and Chief Operating Officer.
Esmee Fairbairn - TASK to Oxford Philharmonic Orchestra Trust
£10,000	22/02/2023	TASK fund donation towards general funds
The Foyle Foundation - Arts
£20,000	11/07/2022	towards operating costs in yearend August 2023
Garfield Weston Foundation - Main Grants award
£50,000	03/12/2021	Oxford Phil Ongoing Support
DCMS - Oxford Philharmonic Orchestra Pandemic Recovery Plan - serve the arts, safeguard jobs, support communities
£210,639	01/04/2020	To support Arts and Culture throughout England
DCMS - Oxford Philharmonic Orchestra Pandemic Recovery Plan - building organisational resilience, engaging communities, caring for culture
£102,958	01/04/2020	To support Arts and Culture throughout England
Oxford City Council - Grant to Oxford Philharmonic
£3,000	21/12/2018	Funding awarded to offer three free family concerts
Oxford City Council - Grant to Oxford Philharmonic
£3,000	09/02/2017	Funding was awarded to enable the organisation to increase the number of free family concerts delivered from 2 to 3 each year, to continue to offer discounted tickets for young people for concerts
Staples Trust - Core costs
£20,000	08/07/2015	Towards core costs.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 13/16 persons

Age Range of Trustees: 39-85

ANTHONY WILLIAM HALL Appointed: 2021, Occupation: Trustee

COLIN JAMES MAUND Appointed: 2024, Occupation: Company Director

DAVID HAENLEIN Appointed: 2004, Occupation: Consultant

DR MARIOS PAPADOPOULOS MBE Appointed: 2015, Occupation: Company Director

DR LOUIS RUSSELL HIRSHFIELD Appointed: 2021, Occupation: Professor Of Music

GEOFFREY JOHN DE JAGER Appointed: 2011

LORD REGINALD ALEXANDER VANE-TEMPEST STEWART Appointed: 2023, Occupation: Photographer & Director

MARCO ASSETTO Appointed: 2018, Occupation: Banker

PROF. CHRISTOPHER BARRY WOOD Appointed: 2024, Occupation: Medical Doctor. Company Director

PROFESSOR SIR ANDREW JOHN POLLARD Appointed: 2021, Occupation: Professor Of Paediatric Infection And Immunity

RAYMOND BLANC OBE, Occupation: Chef

RASHA RIDA SAID KHAWAJA Appointed: 2021, Occupation: Entrepeneur

SAPHIE ASHTIANY Appointed: 2011, Occupation: Solicitor

SIR GEORGE IACOBESCU Appointed: 2023, Occupation: Chairman Canary Wharf Group

SIR IVOR ANTHONY ROBERTS KCMG Appointed: 2020

SIR JONATHAN PHILLIPS Appointed: 2018, Occupation: Warden, Keble College, Oxford

Legal constitution

Charitable company registered in England & Wales on 22/12/2000, number: 1084256
Registered at Companies House on 03/08/1998, number: 03608496

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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

Filing Record

20 returns made; AR04: 90 days late,

Main office

29a Teignmouth Road
London
NW2 4EB

Objectives

TO PROMOTE, IMPROVE, DEVELOP AND MAINTAIN PUBLIC EDUCATION IN, AND APPRECIATION OF, THE ART AND SCIENCE OF MUSIC IN ALL ASPECTS BY THE PRESENTATION OF PUBLIC CONCERTS AND RECITALS, INCLUDING THE CARRYING ON OF ACTIVITIES OF THE ORCHESTRA KNOWN AS THE OXFORD PHILOMUSICA, AND TO PROMOTE THE GENERAL PURPOSES OF SUCH CHARITABLE BODIES OR TO CARRY OUT SUCH OTHER PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE AS THE BOARD OF DIRECTORS MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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