Finance Score: -1
Governance Score: 2
Support Score: 3
  • Pension deficit: -1
  • 12+ Trustees: -1
  • Gender balanced board: +3
  • Overall weighted support: +3
Overall GiG Score: 4 ?

THE COLLEGE OF THE HOLY AND UNDIVIDED TRINITY IN THE UNIVERSITY OF OXFORD OF THE FOUNDATION OF SIR THOMAS POPE

UNIVERSITY COLLEGE
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker
  • This charity has an endowment fund which generates much of its income. Its latest spending amounts to 5.3% of total funds
  • Spending has increased over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • One or more trustees receive payments or benefits from the charity for providing services to the charity
  • Why are there 40 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

  • There is a pension deficit of £1,471,685

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
31/07/23£11,248£11,896£-647£717£224,661£30,47330.71032
31/07/22£11,215£12,005£-791£605£212,967£29,55129.51340
31/07/21£9,141£8,929£212£620£215,908£29,42939.61370
31/07/20£9,882£9,320£562£728£193,684£24,72231.81270
31/07/19£10,320£9,916£404£575£182,758£18,47522.41270
31/07/18£9,152£8,716£436£493£163,787£17,96324.71160
31/07/17£8,055£8,817£-762£542£154,484£16,57122.61100
31/07/16£8,797£9,439£-642£539£145,133£16,48621800
31/07/15*£9,042£8,514£528£802£148,815£18,10225.5800
31/07/14£8,459£7,974£485£745£145,108£17,57426.4780
31/07/13£9,565£7,560£2,005£707£126,350£17,30627.5760
31/07/12£8,715£7,028£1,687£702£99,182£17,23229.4700

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 1%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 14%
Reserves/Spending: 30.7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.1
Asset Split ?
Balance Sheet History
Established: 13 years

www.trinity.ox.ac.uk

christopher.ferguson@trinity.ox.ac.uk

01865279897

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
  • Environment/Conservation/Heritage
  • Recreation
  • Religious Activities
GiG Classification
  • Colleges and universities
How it operates
  • Makes grants to individuals
  • Provides buildings/facilities/open space
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Oxfordshire,
Who it helps
  • Other Defined Groups
  • 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.

Specific Donations
Amount When
Months
To be used for
Wolfson Foundation - Grant to Trinity College, Oxford
£50,000 05/12/2019
New Levine building

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (40)
Current Trustees appointed
Gender Split
Based on 35/40 persons

  • CHRISTOPHER RICHARD ALLEN FERGUSON Appointed: 2018
  • DAME HILARY BOULDING (Chair) Appointed: 2017
  • DR ALISON RUTH ANDREW Appointed: 2023
  • DR ANIL DANIEL GOMES Appointed: 2013
  • DR FANNY BESSARD Appointed: 2020
  • DR GAIL CHRISTIANA WEST Appointed: 2013
  • DR GAUTAM GURUNG Appointed: 2023
  • DR JAN TADEUSZ CZERNUSZKA Appointed: 2011
  • DR KANTIK GHOSH Appointed: 2011
  • DR LUKE DAVID ROSTILL Appointed: 2017
  • DR MARIA DEL PILAR BLANCO Appointed: 2013
  • DR MEIA WALRAVENS Appointed: 2023
  • DR MELANIE ESTHER RUPFLIN Appointed: 2016
  • DR NATALIA GROMAK Appointed: 2024
  • DR REBECCA ELIN BULLARD Appointed: 2022
  • DR SAM MASA VINKO Appointed: 2021
  • FELICITY SUSAN BROERS Appointed: 2013
  • LYNNE ALISON ADAM Appointed: 2020
  • PROFESSOR DAME AMANDA GAY FISHER Appointed: 2023
  • PROFESSOR CHARLOTTE KATHERINE WILLIAMS Appointed: 2017
  • PROFESSOR DAME FRANCES MARY ASHCROFT Appointed: 2011
  • PROFESSOR DAVID ANTHONY PARKER Appointed: 2023
  • PROFESSOR FRANCIS ALLEN BARR Appointed: 2013
  • PROFESSOR GEOFFREY JOHN MCCALLUM BATCHEN Appointed: 2020
  • PROFESSOR IAN JOSEPH HEWITT Appointed: 2013
  • PROFESSOR JAMES ROBERT MCDOUGALL Appointed: 2011
  • PROFESSOR JANET BRECKENRIDGE PIERREHUMBERT Appointed: 2018
  • PROFESSOR JOHANNES ZACHHUBER Appointed: 2011
  • PROFESSOR JUSTIN STEPHEN WARK Appointed: 2011
  • PROFESSOR KATHERINE MARY IBBETT Appointed: 2018
  • PROFESSOR KEITH JAMES BUCKLER Appointed: 2011
  • PROFESSOR MARTA ZOFIA KWIATKOWSKA Appointed: 2011
  • PROFESSOR MARTIN DAVID MAIDEN Appointed: 2011
  • PROFESSOR NICHOLAS BARBER Appointed: 2011
  • PROFESSOR PETER GEORGE MCCULLOCH Appointed: 2011
  • PROFESSOR STEFANO-MARIA EVANGELISTA Appointed: 2011, Occupation: Lecturer
  • PROFESSOR STEPHEN DOUGLAS FISHER Appointed: 2011
  • PROFESSOR STEPHEN JOHN SHEARD Appointed: 2011
  • PROFESSOR SUSAN PERKIN Appointed: 2013
  • REV JOSHUA PETER BROCKLESBY Appointed: 2023
Legal constitution
  • Charity registered in England & Wales on 12/09/2011, number: 1143755
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • Paying staff
  • 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
12 returns made; AR15: 168 days late,
Main office

TRINITY COLLEGE
BROAD STREET
OXFORD
OX1 3BH

Objectives

TO ADVANCE EDUCATION, LEARNING AND RESEARCH THROUGH THE PROVISION, MAINTENANCE, SUPPORT AND CONDUCT OF A COLLEGE WITHIN THE UNIVERSITY OF OXFORD.

Defined Area of Benefit:

OXFORDSHIRE

Data Sources

Charity Commission for England and Wales
360 Giving

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