Finance Score: -1

Governance Score: 1

Support Score: 0

Spending falling: -1
No PartB

No conflicts policy: -1
12+ Trustees: -1
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 5

OXFORD HISTORICAL SOCIETY

The Oxford Historical Society publishes archives, historical texts, and bibliographical tools about the history of Oxford (both the City and the University) and about the neighbouring villages & towns (following the boundaries of pre-1972 Oxfordshire). To date it has published 149 volumes, most of these dating from Georgian and earlier periods.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£17	£0	£17	n/a	n/a	n/a	n/a	n/a	1
31/12/21		£19	£0	£19	n/a	n/a	n/a	n/a	n/a	1
31/12/20		£11	£3	£8	n/a	n/a	n/a	n/a	n/a	3
31/12/19		£19	£1	£17	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£2	£6	£-3	£0	£0	£0	n/a	0	0
31/12/17		£3	£1	£2	£0	£0	£0	n/a	0	0
31/12/16		£5	£2	£3	£0	£0	£0	n/a	0	0
31/12/15		£2	£7	£-5	£0	£0	£0	n/a	0	0
31/12/14		£5	£1	£5	£0	£0	£0	n/a	0	0
31/12/13		£8	£7	£1	£0	£0	£0	n/a	0	0
31/12/12		£8	£8	£0	£0	£0	£0	n/a	0	0
31/12/11		£14	£13	£0	£0	£0	£0	n/a	0	0
31/12/10		£3	£4	£-1	£0	£0	£0	n/a	0	0
31/12/09		£5	£5	£0	£0	£0	£0	n/a	0	0
31/12/08		£8	£1	£7	£0	£0	£0	n/a	0	0
31/12/07		£5	£6	£-1	£0	£0	£0	n/a	0	0
31/12/06	*	£2	£3	£-1	£0	£0	£0	n/a	0	0
31/12/05	*	£5	£3	£2	£0	£0	£0	n/a	0	0
31/12/04		£7	£0	£7	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 20 years

www.oxhistsoc.org.uk

elizabeth.wells@bodleian.ox.ac.uk

01865777674

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Sport England - Storm 22 Slalom Course Repairs - River Don
£1,050	24/03/2022	Funding under Sport England's Storm 22 funding programme for a Revenue project titled Storm 22 Slalom Course Repairs - River Don. This project lists its main activity as Canoeing.
DCMS - ALB-Sport England-Storm 22 Slalom Course Repairs - River Don
£1,050	24/03/2022	Funding under Sport England's Storm 22 funding programme for a Revenue project titled Storm 22 Slalom Course Repairs - River Don. This project lists its main activity as Canoeing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

ALAN CROSSLEY MA, FSA

DR ANDREW JOSEPH HEGARTY Appointed: 2020

ELIZABETH MARY PATRICIA WELLS Appointed: 2014

FAYE MOORE Appointed: 2021

JUDITH HILARY CURTHOYS Appointed: 2014

JULIAN THOMAS MUNBY

MICHAEL KEVIN RIORDAN Appointed: 2014

ROBERT PEBERDY Appointed: 2018

ROGER JOHN BODEN Appointed: 2023

STEPHANIE JENKINS Appointed: 2020

DR MALCOLM GRAHAM Appointed: 2017, Other trusteeship: OXFORDSHIRE LOCAL HISTORY ASSOCIATION,

DR ROBIN HAYDON DARWALL-SMITH Appointed: 2014, Other trusteeship: THE MUSIC REPRIEVAL TRUST,

DR RICHARD GUNN ALLEN Appointed: 2018, Other trusteeship: SOCIETY FOR THE STUDY OF MEDIEVAL LANGUAGES AND LITERATURE,

LINDSAY ANNE MCCORMACK Appointed: 2021, Other trusteeship: THE OXFORDSHIRE RECORD SOCIETY,

PROFESSOR WILLIAM HADDEN WHYTE (Chair) Appointed: 2014, Occupation: Academic, Other trusteeships: THE OXFORD PRESERVATION TRUST, OXFORDSHIRE VICTORIA COUNTY HISTORY TRUST, SAINT JOHN BAPTIST COLLEGE IN THE UNIVERSITY OF OXFORD, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETERS CHURCH WOLVERCOTE,

Legal constitution

Charity registered in England & Wales on 08/12/2003, number: 1101069

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR06: 12 days late, AR05: 20 days late,

Main office

24 TREE LANE
OXFORD
OX4 4EY

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC CONCERNING THE HISTORY OF THE UNIVERSITY, COLLEGES AND CITY OF OXFORD BY UNDERTAKING OR PROCURING THE EDITING, PUBLICATION AND DISTRIBUTION OF DOCUMENTS RELATING TO SUCH HISTORY.

Defined Area of Benefit:

CITY OF OXFORD

Data Sources