Finance Score: -2

Governance Score: -3

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5

All male board: -3

No supporters identified

Overall GiG Score: -5

WORCESTER COLLEGE OXFORD ENDOWMENT TRUST

The advancement and support of Worcester College, Oxford, and such related activities as will support the objectives of the College.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is completely male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £9,829,186 available, equivalent to 180 months of spending and so may not be able to utilise additional funding

Established: 11 years

development@worc.ox.ac.uk

01865278346

Charity Commission for England and Wales

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
31/10/22		£1,069	£654	£415	£0	£15,039	£9,829	180.5	0
31/10/21		£311	£573	£-263	n/a	n/a	n/a	n/a	n/a
31/10/20		£297	£1,103	£-807	n/a	n/a	n/a	n/a	n/a
31/10/19		£853	£573	£280	£0	£13,312	£8,466	177.4	0
31/10/18		£733	£572	£161	£0	£11,678	£7,230	151.8	0
31/10/17		£1,376	£490	£887	£0	£11,527	£6,941	170.1	0
31/10/16		£1,256	£329	£926	£0	£9,798	£5,477	199.6	0
31/10/15		£2,449	£276	£2,173	£44	£7,705	£4,715	205	0
31/10/14	*	£2,013	£3	£2,011	£2	£5,153	£3,065	14618.8	0
31/10/13	*	£2,959	£2	£2,956	£2	£2,962	£1,012	4942.7	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 61%
Unrestricted Funds/Total Funds: 65%
Reserves/Spending: 180.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.2

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
Religious Activities

How it operates

Makes Grants to Organisations

Where it operates

Oxfordshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

BARRIE ATHERTON WIGMORE Appointed: 2012

DAVID RICHARD LOEVNER (Chair) Appointed: 2020

DAVID WOODS KEMPER Appointed: 2018

SIR LINDSAY OWEN JONES KBE Appointed: 2018

THE RT HON SIR TIMOTHY ALAN DAVAN SAINSBURY Appointed: 2016

DAVID ISAAC Appointed: 2021, Other trusteeship: WORCESTER COLLEGE, OXFORD,

DR JOHN SCOTT SCULLION Appointed: 2019, Other trusteeship: WORCESTER COLLEGE, OXFORD,

MARTIN PAISNER CBE MA LLM Appointed: 2012, Other trusteeships: THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST, THE WOLFSON FAMILY CHARITABLE TRUST, THE BLUSTON CHARITABLE SETTLEMENT, THE SIR SIGMUND STERNBERG CHARITABLE FOUNDATION, THE PHILLIPS AND RUBENS CHARITABLE TRUST, THE SYBIL SHINE MEMORIAL TRUST, THE ADRIENNE AND LESLIE SUSSMAN CHARITABLE TRUST, THE PAISNER CHARITABLE TRUST, THE RUTH AND JACK LUNZER CHARITABLE TRUST, THE DENISE COHEN CHARITABLE TRUST, THE BARNETT AND SYLVIA SHINE NO 2 CHARITABLE TRUST, THE SCHMIDT-BODNER CHARITABLE TRUST, THE SHIRLEY YOUNG CHARITABLE TRUST, THE ADLER TRUST, THE CISSIE ROSEFIELD CHARITABLE TRUST, THE STUART YOUNG FOUNDATION, THE POTEL CHARITABLE TRUST, THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (UK ) TRUST, THE LATCHMAN FAMILY CHARITABLE TRUST, HADASSAH MEDICAL RELIEF ASSOCIATION U.K., JANET WOLFSON DE BOTTON CHARITABLE TRUST, THE ROSENBLATT FAMILY CHARITABLE TRUST, YONI JESNER FOUNDATION, THE PETER CRUDDAS FOUNDATION, DEVONSHIRE STREET CHARITABLE FOUNDATION, SHAARE ZEDEK UK, THE MARCUS MARGULIES CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 04/12/2012, number: 1150037

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

10 returns made; AR14: 3 days late, AR13: 24 days late,

Main office

WORCESTER COLLEGE
WALTON STREET
OXFORD
OX1 2HB

Objectives

THE OBJECTS OF THE CHARITY ARE:(A) TO PROVIDE FINANCIAL AND MATERIAL ASSISTANCE, ENCOURAGEMENT AND SUPPORT TO AND FOR THE ADVANCEMENT OF EDUCATION, RELIGION, LEARNING AND RESEARCH, AT WORCESTER COLLEGE;(B) TO PRESERVE AND MAINTAIN THE FABRIC AND CONTENTS OF ANY BUILDINGS, GROUNDS AND LAND HELD BY WORCESTER COLLEGE; AND(C) SUCH OTHER CHARITABLE PURPOSES AS ARE CONNECTED WITH THE ADVANCEMENT OF EDUCATION, RELIGION, LEARNING AND RESEARCH AS SHALL IN THE OPINION OF THE TRUSTEES FROM TIME TO TIME BE CONDUCIVE OR COMPLEMENTARY TO THE ADVANCEMENT AND SUPPORT OF WORCESTER COLLEGE.

Data Sources