Finance Score: -2

Governance Score: 1

Support Score: 0

Accounts filed more than 5 days late: -2 times
Strong growth: +2
Deficit latest year: -2

Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE MARGARET THATCHER SCHOLARSHIP TRUST

To promote and advance education at the University of Oxford, and in particular at Somerville College, providing financial support to outstanding students from all over the world and supporting academic posts and other initiative which help nurture the talents of these students.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

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

Established: 10 years

enquiries@some.ox.ac.uk

01865270600

Charity Commission for England and Wales

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
31/07/22		£542	£629	£-88	£0	£11,456	£310	5.9	1
31/07/21		£512	£519	£-8	£0	£11,683	£970	22.4	1
31/07/20		£489	£430	£59	n/a	n/a	n/a	n/a	n/a
31/07/19	*	£409	£452	£-43	n/a	n/a	n/a	n/a	n/a
31/07/18	*	£547	£317	£230	£0	£9,820	£804	30.4	2
31/07/17		£1,837	£75	£1,762	£0	£9,162	£740	118.7	2
31/07/16		£3,632	£0	£3,632	£0	£6,772	£402	57467	0
31/07/15		£2,538	£0	£2,538	£0	£2,873	£3	843.5	0
31/07/14		£335	£0	£335	£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: 5%
Liabilities/Income: 111%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 5.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.2

Asset Split ?

Listed activities

Education/Training

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources
Provides other finance
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
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 (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 62-78

ANDREW PARKER Appointed: 2016, Occupation: Finance Director, Other trusteeship: THE PRINCIPAL AND FELLOWS OF SOMERVILLE COLLEGE,

BARONESS JANET ROYALL Appointed: 2017, Occupation: College Principal

CLARA ELIZABETH MARY FREEMAN OBE Appointed: 2013, Other trusteeship: THE MICHAEL AND CLARA FREEMAN CHARITABLE TRUST,

LORD STEPHEN SHERBOURNE Appointed: 2020, Occupation: Peer

PROFESSOR ALMUT SUERBAUM Appointed: 2018, Occupation: University Lecturer, Other trusteeship: THE PRINCIPAL AND FELLOWS OF SOMERVILLE COLLEGE,

PROFESSOR STEPHEN WEATHERILL Appointed: 2013, Occupation: Professor

Legal constitution

Charitable company registered in England & Wales on 11/11/2013, number: 1154547
Registered at Companies House on 08/07/2013, number: 08600905

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

9 returns made; AR19: 124 days late, AR18: 14 days late,

Main office

SOMERVILLE COLLEGE
WOODSTOCK ROAD
OXFORD
OX2 6HD

Objectives

THE CHARITYS OBJECTS ARE SPECIFICALLY RESTRICTED TO PROMOTING AND ADVANCING EDUCATION AT THE UNIVERSITY OF OXFORD, AND IN PARTICULAR AT SOMERVILLE COLLEGE, INCLUDING BY PROVIDING FINANCIAL SUPPORT TO OUTSTANDING STUDENTS FROM ALL OVER THE WORLD AND BY SUPPORTING ACADEMIC POSTS AND OTHER INITIATIVES WHICH HELP TO NURTURE THE TALENTS OF THESE STUDENTS.

Data Sources