Finance Score: -4

Governance Score: -1

Support Score: 0

Deficit on unrestricted reserves: -2
Deficit latest year: -2

Mainly male board: -1

No supporters identified

Overall GiG Score: -5

EDWARD PENLEY ABRAHAM RESEARCH FUND

The charity's objective is the furtherance of medical, biological and chemical research in the Sir William Dunn School of Pathology and Lincoln College Oxford and more broadly within the university of Oxford and its associated colleges. Grants are made by the trustees, in the context of the trust deed and available resources, to support both current and future research.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

There was a deficit on unrestricted reserves of £12,725,568 at the last year end after deducting the value of own use assets
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
05/04/23		£2,335	£3,217	£-883	£1	£148,215	£-12,726	-47.5	1
05/04/22		£2,471	£5,021	£-2,550	£1	£163,859	£-13,109	-31.3	1
05/04/21		£1,998	£10,584	£-8,587	£0	£175,330	£-10,332	-11.7	1
05/04/20		£1,826	£1,811	£14	£0	£123,936	£0	n/a	1
05/04/19		£3,731	£1,351	£2,380	£0	£138,998	£0	n/a	1
05/04/18		£2,339	£2,062	£278	£0	£130,951	£0	n/a	1
05/04/17		£2,453	£9,196	£-6,743	£0	£126,032	£0	n/a	1
05/04/16		£2,074	£2,705	£-631	£0	£113,805	£0	n/a	1
05/04/15		£2,024	£1,717	£307	£56	£116,879	£0	n/a	1
05/04/14		£3,109	£3,063	£47	£32	£99,688	£0	n/a	1
05/04/13		£2,224	£1,470	£754	£67	£97,645	£0	n/a	1
05/04/12		£1,869	£4,761	£-2,891	£55	£87,688	£0	n/a	1
05/04/11		£2,535	£1,304	£1,231	£54	£91,185	£0	n/a	1
05/04/10		£2,631	£4,188	£-1,557	£66	£86,566	£0	n/a	1
05/04/09		£5,151	£4,354	£797	£45	£68,008	£0	n/a	1
05/04/08		£3,948	£18,796	£-14,849	£41	£92,643	£0	n/a	1
05/04/07		£3,871	£5,967	£-2,096	£39	£119,187	£0	n/a	0
05/04/06		£3,340	£1,834	£1,506	£0	£0	£0	n/a	0
05/04/05	*	£3,054	£3,005	£49	£0	£0	£0	n/a	0
05/04/04		£2,927	£4,976	£-2,049	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 8%
Liabilities/Income: 589%
Unrestricted Funds/Total Funds: -9%
Reserves/Spending: -47.5 months
Net Current Assets/Spending: -35 months
Quick Ratio: 0.1

Asset Split ?

Established: 57 years

rachel.faulkes@path.ox.ac.uk

01865 275573

Charity Commission for England and Wales

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Colleges and universities

How it operates

Makes Grants to Organisations

Where it operates

Oxfordshire,

Who it helps

The General Public/Mankind

Who works here?

1 employee

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

PROFESSOR GILLIAN MARGARET GRIFFITHS Appointed: 2011

PROFESSOR MARK IRWIN GREENE Appointed: 2007

PROFESSOR PETER RICHARD COOK (Chair) Appointed: 2020

PROFESSOR MATTHEW FREEMAN Appointed: 2013, Other trusteeships: JOHN BURDON-SANDERSON PATHOLOGY TRUST FUND, THE GUY NEWTON RESEARCH FUND, LINCOLN COLLEGE OXFORD,

PROFESSOR HENRY WOUDHUYSEN FBA Appointed: 2013, Other trusteeships: KEITH MURRAY AWARD FUND, MALONE SOCIETY,

Legal constitution

Charity registered in England & Wales on 30/03/1967, number: 309659

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
Internal risk management policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR05: 46 days late,

Main office

University of Oxford
Sir William Dunn School of Patholog
South Parks Road
OXFORD
OX1 3RE

Objectives

FURTHERANCE OF MEDICAL, BIOLOGICAL AND CHEMICAL RESEARCH IN THE UNIVERSITY OF OXFORD INCLUDING ITS COLLEGE HALLS AND SOCIETIES.

Defined Area of Benefit:

NOT DEFINED

Data Sources