Finance Score: -3

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -3 times
Strong growth: +2
Multiple Deficits: -2
No PartB

No supporters identified

Overall GiG Score: -3

OLIVER HEATON TRUST

The Oliver Heaton Trust exists to to further such religious purposes in the THE PARISH OF SS PHILIP & JAMES WITH ST MARGARET IN THE CITY OF OXFORD as the Vicar and Churchwardens of the said parish shall in their absolute discretion think fit.The Trust provide funds for those purposes and administers the Oliver Heaton Bequest.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

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 3 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

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	*	£88	£173	£-84	n/a	n/a	n/a	n/a	n/a
31/12/21		£87	£42	£45	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£88	£79	£9	n/a	n/a	n/a	n/a	n/a
31/12/19		£93	£112	£-19	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£95	£44	£51	£0	£0	£0	n/a	0
31/12/17		£95	£24	£71	£0	£0	£0	n/a	0
31/12/16		£68	£13	£54	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 8 years

stmargaretsoxford@gmail.com

01865512057

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Other Charitable Purposes
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Oxfordshire,

Who it helps

Children/Young People
Elderly/Old 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 (5)

Current Trustees appointed

CHRISTOPHER ROBERT LEVICK Appointed: 2016, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SS PHILIP AND JAMES WITH ST MARGARET,

DR HUGH GEORGE SERIES (Chair) Appointed: 2015

DR UTA ANDREA BALBIER Appointed: 2018

PROFESSOR RICHARD ANTHONY COOPER Appointed: 2018

REV DANIEL WALTERS Appointed: 2021, Other trusteeships: OXFORD ST GILES SUSAN KIDD CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SS PHILIP AND JAMES WITH ST MARGARET,

Legal constitution

Charity registered in England & Wales on 05/01/2016, number: 1165051

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

7 returns made; AR22: 18 days late, AR20: 113 days late, AR18: 127 days late,

Main office

24 NAVIGATION WAY
OXFORD
OX2 6XW

Objectives

TO FURTHER SUCH RELIGIOUS PURPOSES IN THE PARISH OF SS PHILIP & ST JAMES WITH ST MARGARET IN THE CITY OF OXFORD AS THE VICAR AND CHURCHWARDENS OF THE SAID PARISH SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.

Data Sources