Finance Score: -2
Governance Score: -1
Support Score: 2
  • Pension deficit: -1
  • Deficit latest year: -2
  • Good reserves: +1
  • 12+ Trustees: -1
  • Grant maker support: +2
Overall GiG Score: -1 ?

THE MASTER AND SCHOLARS OF BALLIOL COLLEGE IN THE UNIVERSITY OF OXFORD 

In pursuit of our charitable objects to advance education, religion, learning and research within the context of the University of Oxford, we admit, teach, and mentor undergraduate and graduate students on a wide variety of degree courses, facilitate research and scholarship within the academic membership of the College, and cater for an international community of learning, and maintain a chapel.
Analysis by Giving is Great

Positives:

  • The charity has received modest backing from a grant maker
  • This charity has an endowment fund which generates most of its income
  • Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

  • One or more trustees receive benefits from the charity
  • There are 58 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • There is a pension deficit of £2,815,000
  • Income was significantly lower than spending in the latest year but the charity has substantial reserves available
Established: 13 years

http://www.balliol.ox.ac.uk/

college.office@balliol.ox.ac.uk

01865277715

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?

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
31/07/22£14,254£18,092£-3,838£600£168,188£16,41010.91560
31/07/21£11,764£14,303£-2,539£460£166,432£19,16116.11550
31/07/20£10,384£14,448£-4,064£454£147,546£20,60317.11560
31/07/19£19,087£15,663£3,424£488£151,705£23,09417.71550
31/07/18£11,861£13,691£-1,830£1,690£139,314£17,85615.71520
31/07/17£12,149£13,065£-916£1,443£132,274£16,62815.31500
31/07/16£13,435£11,988£1,447£755£118,967£2,1302.11870
31/07/15£10,639£10,814£-175£1,704£111,903£18,34220.41320
31/07/14£12,625£10,302£2,323£1,937£101,564£19,23022.41470
31/07/13£12,116£9,928£2,188£1,595£96,044£17,72921.41410
31/07/12*£11,793£8,952£2,841£1,411£86,030£18,90825.31720

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 0%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 18%
Liabilities/Income: 266%
Unrestricted Funds/Total Funds: 10%
Reserves/Spending: 10.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.4
Asset Split ?
Listed activities
  • Education/Training
  • Religious Activities
How it operates
  • Makes Grants to Individuals
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Oxfordshire,
Who it helps
  • Children/Young People
  • Other Defined Groups
  • The General Public/Mankind
Who works here?
  • 156 employees

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
National Lottery Community Fund - Sawyers Church Debt Centre -CAP
£10,000 07/05/2021
The funding will be used to continue delivering their debt support service for the local community. The project aims to provide people with financial support at the earliest possible stage.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (58)
Current Trustees appointed
Gender Split
Based on 55/58 persons

Age Range of Trustees:
Legal constitution
  • Charity registered in England & Wales on 28/09/2011, number: 1144032
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
Filing Record
11 returns made; AR12: 3 days late,
Recent reorganisation events:
  • Asset transfer in from SELKIRK NO 2 TRUST on 23/08/2022
  • Asset transfer in from H L JENKYNS CHARITABLE TRUST on 20/10/2023
Main office

BALLIOL COLLEGE
BROAD STREET
OXFORD
OX1 3BJ

Objectives

TO ADVANCE EDUCATION, RELIGION, LEARNING, AND RESEARCH; AND TO BE A COLLEGE WITHIN THE UNIVERSITY OF OXFORD.

Defined Area of Benefit:

OXFORDSHIRE

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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