Finance Score: -4

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -2 times
Deficit latest year: -2
No PartB

12+ Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE OXFORDSHIRE BUILDINGS TRUST

To preserve for the benefit of the people of Oxfordshire and of the nation at large, whatever of the English historical, architectural and constructional heritage may exist in Oxfordshire in the form of buildings and also any garden or plant or machinery irrespective of whether it is associated with a building of particular beauty or historical, or architectural, or constructional interest.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There are 17 trustees whereas the Charities Commission recommends a maximum of 12

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 2 occasions over the last 5 years and the current period appears to have been extended
Income was significantly lower than spending in the latest year

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
31/03/23		£14	£26	£-12	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£32	£0	£32	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£14	£1	£14	n/a	n/a	n/a	n/a	n/a	3
31/03/20	*	£14	£15	£-1	n/a	n/a	n/a	n/a	n/a	0
31/03/19	*	£14	£11	£3	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£13	£17	£-4	£0	£0	£0	n/a	0	0
31/03/17		£13	£1	£11	£0	£0	£0	n/a	0	0
31/03/16		£13	£2	£11	£0	£0	£0	n/a	0	0
31/03/15	*	£10	£18	£-8	£0	£0	£0	n/a	0	0
31/03/14		£10	£8	£2	£0	£0	£0	n/a	0	0
31/03/13	*	£10	£11	£-1	£0	£0	£0	n/a	0	0
31/03/12		£8	£6	£2	£0	£0	£0	n/a	0	0
31/03/11		£9	£12	£-3	£0	£0	£0	n/a	0	0
31/03/10		£7	£6	£1	£0	£0	£0	n/a	0	0
31/03/09		£10	£2	£9	£0	£0	£0	n/a	0	0
31/03/08		£11	£4	£7	£0	£0	£0	n/a	0	0
31/03/07		£11	£1	£10	£0	£0	£0	n/a	0	0
31/03/06		£9	£6	£3	£0	£0	£0	n/a	0	0
31/03/05		£10	£4	£5	£0	£0	£0	n/a	0	0
31/03/04		£8	£6	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 43 years

www.oxfordshirebuildingstrust.co.uk

johnhay.griffin@gmail.com

01865862148

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Oxfordshire,

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 (17)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ANNE PURSE Appointed: 2020

BRUCE WILLIAM HUNT Appointed: 2021

JOHN HOWSON Appointed: 2021

MARY CLARKSON Appointed: 2023

TIM HALLCHURCH Appointed: 2020

WINIFRED LESLEY LEGGE

BRIAN BOWRAN WOOD, Occupation: Retired

GRANT AUDLEY-MILLER Appointed: 2013, Occupation: Retired

ROGER MICHAEL THOMAS Appointed: 2021, Other trusteeships: VALE OF WHITE HORSE & RIDGEWAY ARCHAEOLOGICAL & HISTORICAL TRUST, THE FRIENDS OF ABINGDON ABBEY BUILDINGS TRUST, THE RADLEY LAKES TRUST,

SALLY JANE STRADLING, Occupation: Museum Director

TREVOR BROWN Appointed: 2015, Occupation: Retired Town Planner

CAROL ANDERSON, Occupation: Local Govt Officer, Other trusteeship: ASCOTT MARTYRS EDUCATIONAL TRUST,

DAVID BRETHERTON (Chair) Appointed: 2010, Occupation: Retired, Other trusteeship: THE THAME AND OXFORDSHIRE COUNTY AGRICULTURAL ASSOCIATION,

DR ELIZABETH MARGARET EMBREE POSKITT Appointed: 2016, Occupation: Retired Paediatrician, Other trusteeships: WOODSTOCK RELIEF IN NEED CHARITY, FRIENDS OF THE OXFORDSHIRE MUSEUM,

GLYNIS PHILLIPS Appointed: 2018, Occupation: Retired, Other trusteeship: SEESAW,

JOHN EDMUND GRIFFIN, Occupation: Architect Planner, Other trusteeship: BIKE SAFE, WEST OXFORDSHIRE LIMITED,

SUSANNA PRESSEL Appointed: 2023, Occupation: None, Other trusteeships: THE OXFORD PRESERVATION TRUST, THE CITY OF OXFORD CHARITY LIMITED,

Legal constitution

Charity registered in England & Wales on 10/06/1981, number: 282203

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR20: 18 days late, AR19: 6 days late, AR15: 25 days late, AR13: 80 days late,

Main office

HAYCOT
CHURCH CLOSE
FARMOOR
OXFORD
OX2 9NP

Objectives

TO PRESERVE FOR THE BENEFIT OF THEPEOPLE OF OXFORDSHIRE AND OF THE NATION AT LARGE, WHATEVER OF THE ENGLISH HISTORICAL , ARCHITECTURAL AND CONSTRUCIONAL HERITAGE MAY EXIST IN OXFORDSHIRE IN THE FORM OF BUILDINGS AND ALSO ANY GARDEN O RPLANT OR MACHINERY IRRESPECTIVE OF WHETHER IT IS ASSOCIATIED WITHA BILDING OF PARTIUCLAR BEUATY OR HISTORICAL, ARCHITECTURAL, OR CONSTURCTIONAL INTEREST OR ANCIENT MONUMENT.

Defined Area of Benefit:

OXFORDSHIRE

Data Sources