Finance Score: -5

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -5 times
Spending falling: -1
but now stabilising: +1
No PartB

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

No supporters identified

Overall GiG Score: -3

THE OXFORD BIBLIOGRAPHICAL SOCIETY

(a) to print and disseminate publications, in print and electronically;(b) to hold meetings for the discussion of questions concerning manuscripts and printed books and the arts and trades connected with them;(c) to organise visits to libraries and collections;(d) to do all such other lawful things as are necessary for the attainment of the said objects.

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 5 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently

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
31/12/22	*	£16	£8	£8	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£13	£1	£13	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£14	£8	£6	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£9	£6	£3	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£18	£31	£-12	£0	£0	£0	n/a	0
31/12/17		£17	£34	£-17	£0	£0	£0	n/a	0
31/12/16		£9	£16	£-6	£0	£0	£0	n/a	0
31/12/15		£5	£3	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 9 years

www.oxbibsoc.org.uk

secretary@oxbibsoc.org.uk

01608654349

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Individuals
Other charitable activities
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, United States,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

ALEXANDRA ELIZABETH PLANE Appointed: 2020

DANIEL JOSEPH FRIED Appointed: 2020

DR DAVID GEORGE RUNDLE Appointed: 2006

DR SARAH CUSK Appointed: 2020

ELIZABETH JANE ADAMS Appointed: 2020

MARK DAVIDSON BAINBRIDGE Appointed: 2020

PROFESSOR EMMA JOSEPHINE SMITH Appointed: 2020

DR ALEXANDRA FRANKLIN Appointed: 2018, Other trusteeship: THE BIBLIOGRAPHICAL SOCIETY,

NIGEL GUY WILSON FBA Appointed: 2018, Other trusteeship: THE HERCULANEUM SOCIETY,

PROFESSOR ADAM SMYTH Appointed: 2022, Other trusteeship: THE MASTER AND SCHOLARS OF BALLIOL COLLEGE IN THE UNIVERSITY OF OXFORD,

SCOTT HOWARD MANDELBROTE Appointed: 2006, Other trusteeship: THE MASTER (OR KEEPER) AND FELLOWS OF PETERHOUSE IN THE UNIVERSITY OF CAMBRIDGE,

Legal constitution

Charity registered in England & Wales on 19/06/2015, number: 1162319

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

8 returns made; AR22: 141 days late, AR21: 499 days late, AR20: 152 days late, AR19: 50 days late, AR18: 129 days late,

Main office

UNIVERSITY OF OXFORD
BODLEIAN LIBRARY
BROAD STREET
OXFORD
OX1 3BG

Objectives

I.THE SOCIETY EXISTS TO ADVANCE EDUCATION BY THE ENCOURAGEMENT OF RESEARCH IN BIBLIOGRAPHICAL SUBJECTS AND BY THE DISSEMINATION OF THAT RESEARCH TO THE SCHOLARLY COMMUNITY AND THE WIDER PUBLIC.II.THE ACTIVITIES THROUGH WHICH THE SOCIETY PROMOTES ITS OBJECT INCLUDE:(A) TO PRINT AND DISSEMINATE PUBLICATIONS, IN PRINT AND ELECTRONICALLY;(B) TO HOLD MEETINGS FOR THE DISCUSSION OF QUESTIONS CONCERNING MANUSCRIPTS AND PRINTED BOOKS AND THE ARTS AND TRADES CONNECTED WITH THEM;(C) TO ORGANISE VISITS TO LIBRARIES AND COLLECTIONS;(D) TO DO ALL SUCH OTHER LAWFUL THINGS AS ARE NECESSARY FOR THE ATTAINMENT OF THE SAID OBJECTS.

Defined Area of Benefit:

NOT DEFINED

Data Sources