Finance Score: 2

Governance Score: 2

Support Score: 3

Liabilities <10%: +3
Excess reserves: -4
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 7

OXFORD INSTITUTE FOR ENERGY STUDIES

The Oxford Institute for Energy Studies was founded in 1982 as a centre for advanced research into the social science aspects of energy. It is a non-profit making charity, committed to achieving the highest academic standards and to the idea of cooperation between scholars representing different sides of the international energy debate.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £8,081,100 available, equivalent to 52 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
31/12/22		£2,356	£1,856	£501	£51	£11,522	£8,081	52.3	12
31/12/21		£2,398	£1,615	£783	£49	£12,646	£8,283	61.6	13
31/12/20		£1,935	£1,742	£193	£44	£10,664	£6,242	43	16
31/12/19		£2,518	£1,819	£699	£45	£10,337	£5,927	39.1	15
31/12/18		£2,125	£1,473	£652	£44	£8,463	£4,553	37.1	14
31/12/17		£1,579	£1,301	£278	£42	£8,409	£4,168	38.4	13
31/12/16		£1,239	£1,243	£-4	£38	£7,391	£3,454	33.3	12
31/12/15		£1,491	£1,287	£204	£65	£6,743	£3,106	29	9
31/12/14		£1,626	£1,711	£-85	£77	£6,340	£2,807	19.7	6
31/12/13		£1,523	£1,718	£-195	£71	£6,291	£2,745	19.2	9
31/12/12		£1,494	£1,685	£-191	£82	£5,772	£2,490	17.7	19
31/12/11		£1,360	£1,520	£-160	£76	£5,479	£2,329	18.4	18
31/12/10		£1,277	£1,375	£-97	£77	£6,055	£2,480	21.6	14
31/12/09		£1,126	£1,221	£-96	£70	£5,502	£2,242	22	13
31/12/08		£1,056	£1,123	£-67	£680	£4,800	£2,242	24	15
31/12/07	*	£831	£866	£-35	£481	£5,620	£2,316	32.1	8
31/12/06		£858	£795	£63	£0	£0	£0	n/a	0
31/12/05		£858	£761	£96	£0	£0	£0	n/a	0
31/12/04		£806	£756	£50	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.5%
Fundraising Costs/Total Spending: 2.8%
Senior Staff Costs/Total Spending: 22%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 1%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 70%
Reserves/Spending: 52.3 months
Net Current Assets/Spending: 9 months
Quick Ratio: 7.8

Asset Split ?

Established: 41 years

http://www.oxfordenergy.org

information@oxfordenergy.org

01865311377

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Scientific research and testing services

How it operates

Sponsors or undertakes research

Where it operates

Oxfordshire,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

12 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees:

TATSUYA TERAZAWA Appointed: 2021, Occupation: Chairman And Ceo, Research Institute

DR ABDULLAH AL-KUWAIZ

DR ANWAR ALI AL-MUDHAF

JAMAL AL LOUGHANI Appointed: 2023

KHALID ALRUWAIGH Appointed: 2022, Occupation: Company Director

MIKAEL IVAR TOLL Appointed: 2023, Occupation: Senior Advisor

PRINCE ABDULAZIZ BIN SALMAN AL SAUD

REBECKA BERGHOLTZ Appointed: 2022, Occupation: Analyst

DR CHRISTOPHER SCOTT ADAM, Occupation: Academic

KERSTI ELISABET BORJARS Appointed: 2020, Occupation: Professor, Master Of College

LAURENCE WHITEHEAD Appointed: 2002, Occupation: Academic

PHILIPPE FRANCOIS MATHIEU Appointed: 2019, Occupation: Senior Vice President

PROFESSOR ROGER GOODMAN, Occupation: Professor, Other trusteeship: ST ANTONY'S COLLEGE IN THE UNIVERSITY OF OXFORD,

Legal constitution

Charitable company registered in England & Wales on 13/01/1983, number: 286084
Registered at Companies House on 10/11/1982, number: 01676971

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; AR07: 0 days late,

Main office

OXFORD INSTITUTE FOR ENERGY STUDIES
57 WOODSTOCK ROAD
OXFORD
OX2 6FA

Objectives

THE ADVANCEMENT OF EDUCATION AND ACADEMIC RESEARCH AND THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH IN THE FIELD OF ENERGY AND ENERGY-RELATED SUBJECTS OF ALL KINDS INCLUDING (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING):-(A) THE ECONOMICS OF PETROLEUM, GAS, COAL AND NUCLEAR ENERGY AND OF SOLAR AND OTHER FORMS OF RENEWABLE ENERGY;(B) THE POLITICS AND SOCIOLOGY OF ENERGY;(C) INTERNATIONAL RELATIONS BETWEEN OIL-PRODUCING AND OIL-CONSUMING COUNTRIES;(D) THE ECONOMIC DEVELOPMENT OF OIL-PRODUCING COUNTRIES OF THE THIRD WORLD AND THE ENERGY PROBLEMS OF OTHER DEVELOPING COUNTRIES;(E) SUBJECTS OF THE SOCIAL SCIENCES ANCILLARY OR RELATED TO THE FOREGOING.

Defined Area of Benefit:

NOT DEFINED

Data Sources