Finance Score: -3

Governance Score: -3

Support Score: 0

Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1

Large volunteers +5

Overall GiG Score: -1

ST EDMUND HALL ASSOCIATION

The Association's main purpose is to act as a friend raising forum for former members of St Edmund Hall Oxford University. It's members also seeks to provide advice to current students as well as provide financial assistance to worthwhile projects connected to St Edmund Hall for the benefit of the college and its students

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile 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	Volun- teers
01/01/70		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/05/23		£18	£11	£6	n/a	n/a	n/a	n/a	n/a	16
31/05/22		£18	£8	£11	n/a	n/a	n/a	n/a	n/a	23
31/05/21	*	£12	£10	£3	n/a	n/a	n/a	n/a	n/a	15
31/05/20		£12	£12	£0	n/a	n/a	n/a	n/a	n/a	21
31/05/19	*	£13	£13	£0	n/a	n/a	n/a	n/a	n/a	14
31/05/18		£13	£13	£0	£0	£0	£0	n/a	0	0
31/05/17	*	£13	£12	£1	£0	£0	£0	n/a	0	0
31/05/16		£13	£10	£3	£0	£0	£0	n/a	0	0
31/05/15	*	£13	£10	£3	£0	£0	£0	n/a	0	0
31/05/14	*	£12	£6	£6	£0	£0	£0	n/a	0	0
31/05/13	*	£13	£11	£2	£0	£0	£0	n/a	0	0
31/05/12	*	£11	£10	£0	£0	£0	£0	n/a	0	0
31/05/11	*	£10	£8	£2	£0	£0	£0	n/a	0	0
31/05/10	*	£131	£129	£2	£0	£0	£0	n/a	0	0
31/05/09	*	£10	£8	£2	£0	£0	£0	n/a	0	0
31/05/08		£10	£9	£1	£0	£0	£0	n/a	0	0
31/05/07?	*	£38	£29	£9	£0	£0	£0	n/a	0	0
01/01/70		£0	£0	£0	£0	£0	£0	NAN	0	0
31/05/05	*	£10	£8	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 43 years

07711773010

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Colleges and universities

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Oxfordshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
16 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

CHRIS ELSTON Appointed: 2023

RICHARD ANTHONY HENEAGE FINCH Appointed: 2013, Other trusteeship: JAMES PEEK TRUST FUNDS,

OLIVIA BELCHER Appointed: 2023, Occupation: Business Consultant, Other trusteeship: SHIVIA,

Legal constitution

Charity registered in England & Wales on 12/02/1981, number: 281972

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures

Filing Record

18 returns made; AR21: 2 days late, AR19: 70 days late, AR17: 33 days late, AR15: 110 days late, AR14: 52 days late, AR13: 24 days late, AR12: 110 days late, AR11: 41 days late, AR10: 84 days late, AR09: 99 days late, AR07: 282 days late, AR05: 42 days late,

Main office

OVERDALES
5 LONGDOWN ROAD
GUILDFORD
GU4 8PP

Objectives

TO FURTHER THE CHARITABLE PURPOSES FOR WHICH ST. EDMUND HALL IS ESTABLISHED.

Defined Area of Benefit:

ST. EDMUND HALL, OXFORD

Data Sources