Finance Score: 1

Governance Score: 8

Support Score: 4

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 13

THE OXFORD PRESERVATION TRUST

Preservation and enhancement, for the benefit of the public, of the amenities of the city of Oxford and its surroundings. Promotion and encouragement of public interest in and knowledge of the history of the city of Oxford and its surroundings.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 16 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £7,932,513 available, equivalent to 117 months of spending and so may not be able to utilise additional funding

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		£2,072	£816	£1,256	£31	£8,137	£7,933	116.6	8	50
31/12/21		£832	£1,221	£-389	£26	£7,344	£7,186	70.6	8	50
31/12/20		£892	£814	£78	£23	£7,363	£6,756	99.6	8	30
31/12/19		£890	£797	£94	£24	£7,180	£6,703	100.9	7	150
31/12/18		£699	£667	£32	£22	£6,766	£6,396	115.1	7	150
31/12/17		£924	£512	£412	£28	£7,056	£6,730	157.6	7	0
31/12/16		£699	£732	£-33	£22	£6,460	£6,260	102.6	7	0
31/12/15	*	£544	£456	£89	£34	£6,311	£6,155	162.1	4	0
31/12/14	*	£562	£558	£4	£21	£6,184	£6,107	131.3	5	0
31/12/13		£461	£499	£-38	£0	£0	£0	n/a	0	0
31/12/12		£742	£649	£93	£56	£5,947	£5,890	109	5	0
31/12/11		£457	£579	£-122	£0	£0	£0	n/a	0	0
31/12/10		£711	£597	£114	£21	£5,943	£5,897	118.5	6	0
31/12/09		£609	£612	£-2	£16	£5,619	£5,579	109.4	4	0
31/12/08		£450	£554	£-104	£0	£0	£0	n/a	0	0
31/12/07		£1,076	£650	£426	£9	£6,090	£6,054	111.8	4	0
31/12/06		£2,655	£3,198	£-543	£0	£0	£0	n/a	0	0
31/12/05		£2,168	£1,395	£772	£0	£0	£0	n/a	0	0
31/12/04		£367	£444	£-77	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 8.3%
Fundraising Costs/Total Spending: 6.7%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 1%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 116.6 months
Net Current Assets/Spending: 19 months
Quick Ratio: 11.8

Asset Split ?

Established: 62 years
(96 years as a company)

www.oxfordpreservation.org.uk

info@oxfordpreservation.org.uk

01865242918

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Provides buildings/facilities/open space

Where it operates

Oxfordshire,

Who it helps

The General Public/Mankind

Who works here?

8 employees
50 volunteers

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
DCMS - Oxford Swingbridge LNCR Station, Oxford, OX1 2RG
£22,898	01/04/2021	This grant is for repairs to railway swingbridge in Oxford.
Department for Environment, Food and Rural Affairs - M04 - Investments in physical assets Exchq funded NSA P2
£1,448	01/04/2021	This covers grants made for investments in physical assets made under Countryside Stewardship. The measure supports various farm and forestry investments in particular for businesses investing in ....more This covers grants made for investments in physical assets made under Countryside Stewardship. The measure supports various farm and forestry investments in particular for businesses investing in innovative business practices and new technologies to make
Department for Environment, Food and Rural Affairs - M10 - Agri-environment- Climate Exchq
£4,691	01/04/2020	This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment ....more This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment Countryside Stewardship and Environmental Stewardship schemes offered under the previous RD programme. The measure funds activities intended to deliver environmental land management priorities contributing to Englands Biodiversity 2020 goals and legal obligations under the Habitats, Birds and Water Framework Directives and soil commitments made in the Natural Environment White Paper and increase resilience of wildlife, habitats and ecosystems to climate change. Funding is paid according to the payment rate for each option included in the individual agreement, and the area/length/number of the commitment selected and is based on income foregone and additional costs. Agreements can be 5 year multi annual commitments with the option of annual extensions for a further two years. 10 year commitments or longer will be offered in cases where an exception is clearly justified. RPA administers for measures in England.
DCMS - ALB-HISTORIC ENGLAND -Oxford Swingbridge LNCR Station, Oxford, OX1 2RG
£7,594	01/04/2020	Repairs to swingbridge. The wider aim of the scheme is: The scheme is intended to reduce the risk faced by some of the most significant historic sites in England, as shown on the Heritage at Risk ....more Repairs to swingbridge. The wider aim of the scheme is: The scheme is intended to reduce the risk faced by some of the most significant historic sites in England, as shown on the Heritage at Risk Register. The focus of grants is on those sites which are most in need of repair, and where, without our grant, a project would not be able to go ahead
DCMS - ALB-HISTORIC ENGLAND - Oxford Swingbridge LNCR Station, Oxford, OX1 2RG
£50,000	01/04/2020	Repairs to swingbridge. The wider aim of the scheme is: The scheme is intended to reduce the risk faced by some of the most significant historic sites in England, as shown on the Heritage at Risk ....more Repairs to swingbridge. The wider aim of the scheme is: The scheme is intended to reduce the risk faced by some of the most significant historic sites in England, as shown on the Heritage at Risk Register. The focus of grants is on those sites which are most in need of repair, and where, without our grant, a project would not be able to go ahead
DCMS - ALB-Historic England - Oxford Preservation Trust - Oxford Open Doors ' goes outside'
£14,660	01/04/2020	Support with 'Open Doors' event September 2020 and associated guidance.
National Lottery Heritage Fund - Grant to Oxford Preservation Trust
£10,000	21/10/2013	OPT Funding for the Future: - Relationship Management System - connecting with friends and supporters

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 15/16 persons

Age Range of Trustees: 25-77

CLLR ELIZABETH DIGGINS Appointed: 2022, Occupation: Trainee Teacher

CLLR ROSALIND CLAIRE ROGERS Appointed: 2021, Occupation: Councillor

DR G C TYACK, Occupation: University Lecturer

EMILY JULIE NAOMI GEE Appointed: 2023, Occupation: Director

NICK LEIMU-BROWN Appointed: 2021, Occupation: College Master

CLLR ANN LOUISE UPTON Appointed: 2018, Occupation: Research Scientist

DAVID STREAT Appointed: 1996, Occupation: Chartered Surveyor

DAME HELEN FRANCES GHOSH Appointed: 2021, Occupation: Master Of An Oxford College, Other trusteeship: BLACKFRIARS OVERSEAS AID TRUST,

JOSEPH HANDIBRY MBATU TAH Appointed: 2019, Occupation: University Academic

MARK BEARD Appointed: 2023, Occupation: Builder, Other trusteeship: PREP SCHOOLS TRUST,

PROFFESSOR HEATHER ANN VILES, Occupation: University Reader

CAROLE LESLEY SOUTER Appointed: 2018, Occupation: College Master, Other trusteeship: LONDON EMERGENCIES TRUST,

JULIAN MUNBY BA, FSA Appointed: 2013, Occupation: None, Other trusteeship: THE HISTORIC TOWNS TRUST,

PHILIP CHRISTOPHER LIAM PARKER Appointed: 2019, Occupation: Bursar, Other trusteeship: WOOTTON CONSERVATION TRUST,

PROFESSOR WILLIAM HADDEN WHYTE Appointed: 2015, Occupation: Academic, Other trusteeships: OXFORDSHIRE VICTORIA COUNTY HISTORY TRUST, OXFORD HISTORICAL SOCIETY, SAINT JOHN BAPTIST COLLEGE IN THE UNIVERSITY OF OXFORD, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETERS CHURCH WOLVERCOTE,

SUSANNA PRESSEL Appointed: 2013, Occupation: None, Other trusteeships: THE OXFORDSHIRE BUILDINGS TRUST, THE CITY OF OXFORD CHARITY LIMITED,

Legal constitution

Charitable company registered in England & Wales on 27/02/1962, number: 203043
Registered at Companies House on 14/11/1927, number: 00225839

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Volunteer management

Filing Record

19 returns made; AR15: 1 days late, AR14: 30 days late,

Main office

OXFORD PRESERVATION TRUST
10 TURN AGAIN LANE
OXFORD
OX1 1QL

Objectives

(A) TO PRESERVE AND ENHANCE FOR THE BENEFIT OF THE PUBLIC THE AMENITIES OF THE CITY OF OXFORD AND ITS SURROUNDINGS. (B) TO PROMOTE AND ENCOURAGE PUBLIC INTEREST IN AND KNOWLEDGE OF THE HISTORY OF THE CITY OF OXFORD AND ITS SURROUNDINGS.

Defined Area of Benefit:

OXFORD AND DISTRICT

Data Sources