Finance Score: 2

Governance Score: 6

Support Score: 2

Low unrestricted reserves: -2
Reasonable growth: +1
Fundraising costs low: +3

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 10

THE OXFORD TRUST

The Trust aims to encourage the study, application and communication of science, technology and engineering. It does this through a programme of activities, projects and events that support the teaching of science and technology in primary and secondary schools, stimulate and facilitate public engagement with science and assist the growth of technology businesses in Oxfordshire.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been reasonable growth in spending 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 and gender

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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	£3,243	£2,932	£310	£28	£14,883	£273	1.1	25	25
31/03/22	£2,828	£2,454	£374	£28	£14,576	£200	1	23	25
31/03/21	£1,792	£1,867	£-75	£41	£14,196	£14,125	90.8	18	25
31/03/20	£2,126	£2,410	£-284	£67	£14,276	£728	3.6	25	25
31/03/19	£1,999	£1,823	£176	£97	£14,567	£541	3.6	23	25
31/03/18	£1,478	£1,942	£-464	£6	£14,352	£548	3.4	24	0
31/03/17	£1,731	£2,032	£-301	£33	£14,755	£11,116	65.7	24	0
31/03/16	£1,283	£1,620	£-337	£0	£13,993	£13,772	102	24	0
31/03/15	£1,360	£1,205	£155	£11	£10,250	£10,029	99.9	16	0
31/03/14	£1,417	£1,312	£105	£22	£9,573	£8,354	76.4	13	0
31/03/13	£1,309	£1,529	£-220	£40	£9,389	£8,145	63.9	14	0
31/03/12	£1,038	£1,391	£-353	£46	£8,926	£7,642	65.9	13	0
31/03/11	£802	£1,317	£-515	£56	£8,914	£7,624	69.4	14	0
31/03/10	£543	£1,187	£-645	£63	£8,803	£7,655	77.4	16	0
31/03/09	£736	£1,225	£-489	£56	£8,089	£6,786	66.4	21	0
31/03/08	£941	£1,037	£-96	£46	£10,102	£8,890	102.9	19	0
31/03/07	£965	£774	£191	£77	£9,942	£8,727	135.3	15	0
31/03/06	£564	£669	£-105	£0	£0	£0	n/a	0	0
31/03/05	£773	£646	£126	£0	£0	£0	n/a	0	0
31/03/04	£607	£603	£4	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.9%
Fundraising Costs/Total Spending: 1%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 19%
Liabilities/Income: 105%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 1.1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1

Asset Split ?

Established: 38 years

www.scienceoxford.com

info@scienceoxford.com

01865810000

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training

GiG Classification

Medical education & research

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Oxfordshire,

Who it helps

Children/Young People
Other Defined Groups

Who works here?

25 employees
25 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
Garfield Weston Foundation - Main Grants award - COVID19 response
£30,000	18/12/2020	Science Oxford Centre Supplementary Grant Application to Assist With COVID-19 Resilience

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 40-66

DAVID REID Appointed: 2023, Occupation: Company Director

DR SARAH DRY Appointed: 2020, Occupation: Writer And Researcher

NICOLA MCCONVILLE Appointed: 2023, Occupation: Company Director

CERIS LYNNE PEBWORTH Appointed: 2014, Occupation: Retired

DR JEAN-MARC BOYLE (Chair) Appointed: 2014, Occupation: I.T. Director

DAVID JOHNATHAN FLINT Appointed: 2017, Occupation: Company Director

IMAM MONAWAR HUSSAIN MBE Appointed: 2019, Occupation: Iman, Other trusteeships: OXFORDSHIRE COMMUNITY FOUNDATION, THE OXFORD FOUNDATION,

JUDITH BENNETT Appointed: 2020, Occupation: Teacher

MEGAN MAI MORYS-CARTER Appointed: 2014, Occupation: Deputy Director

PAUL DAVID DEAN Appointed: 2016, Occupation: Non Executive Director

PROFESSOR JULIA ALISON NOBLE Appointed: 2014, Occupation: University Professor, Other trusteeship: ST HILDA'S COLLEGE IN THE UNIVERSITY OF OXFORD,

PROFESSOR ALISTAIR DAVID FITT Appointed: 2014, Occupation: University Pro Vice-Chancellor, Other trusteeships: THE INSTITUTE OF MATHEMATICS AND ITS APPLICATIONS, THE OFFICE OF THE INDEPENDENT ADJUDICATOR FOR HIGHER EDUCATION,

Legal constitution

Charitable company registered in England & Wales on 27/11/1985, number: 292664
Registered at Companies House on 22/03/1985, number: 01898691

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

THE OXFORD TRUST
Oxford Centre for Innovation
New Road
Oxford
OX1 1BY

Objectives

(I) THE ADVANCEMENT OF EDUCATION AND TRAINING OF THE PUBLIC IN THE UNITED KINGDOM. (II) THE ADVANCEMENT PROMOTION AND DEVELOPMENT OF AND ASSISTANCE WITH SCIENTIFIC MEDICAL AND TECHNOLOGICAL RESEARCH AND EDUCATION IN THE UNITED KINGDOM AND THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH (III) THE RELIEF OF POVERTY AMONG THE PUBLIC IN THE UNITED KINGDOM, AND (IV) ANY OTHER PURPOSE OF PURPOSES WHICH ARE CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources