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up-to-date

Data for financial year ending 31 October 2017

Worcester College Oxford Endowment Trust

  • Income

    £1.4M

  • Spending

    £489.7K

  • Status

    Up-to-date

Charity no. 1150037

Contact details

Public address

  • Worcester College, Walton Street, Oxford, OX1 2HB

Aims & activities

The advancement and support of Worcester College, Oxford, and such related activities as will support the objectives of the College.

What the charity does

  • Education/training
  • Religious activities
  • Arts/culture/heritage/science
  • Environment/conservation/heritage

Who the charity helps

  • Children/young people
  • Other charities or voluntary bodies
  • The general public/mankind

How the charity works

  • Makes grants to organisations

Income and Endowments:

£1.4M

* £841.7K investment gains(losses)

Expenditure:

£489.7K

Assets and liabilities

  • £0.0K Own use assets
  • £10.9M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £638.9K Other assets
  • £4.8K Total liabilities
Financial history
Compliance history

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

36%
0%
64%

Charitable objects

THE OBJECTS OF THE CHARITY ARE: (A) TO PROVIDE FINANCIAL AND MATERIAL ASSISTANCE, ENCOURAGEMENT AND SUPPORT TO AND FOR THE ADVANCEMENT OF EDUCATION, RELIGION, LEARNING AND RESEARCH, AT WORCESTER COLLEGE; (B) TO PRESERVE AND MAINTAIN THE FABRIC AND CONTENTS OF ANY BUILDINGS, GROUNDS AND LAND HELD BY WORCESTER COLLEGE; AND (C) SUCH OTHER CHARITABLE PURPOSES AS ARE CONNECTED WITH THE ADVANCEMENT OF EDUCATION, RELIGION, LEARNING AND RESEARCH AS SHALL IN THE OPINION OF THE TRUSTEES FROM TIME TO TIME BE CONDUCIVE OR COMPLEMENTARY TO THE ADVANCEMENT AND SUPPORT OF WORCESTER COLLEGE.

Governing document

TRUST DEED DATED 29 OCT 2012

Organisation type

Standard registration

Policies

Risk management
Investment
Conflicts of interest
  • 5 Trustees
  • 0 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Martin Paisner Cbe Ma Llm British Friends Of Reuth Up-to-date
Devonshire Street Charitable Foundation Up-to-date
Hadassah Medical Relief Association U.K. Up-to-date
Janet Wolfson De Botton Charitable Trust Up-to-date
Oxford Centre For Hebrew And Jewish Studies Up-to-date
Shaare Zedek Uk Up-to-date
The Ab David Charity Up-to-date
The Adler Trust Out-of-date
The Adrienne And Leslie Sussman Charitable Trust Up-to-date
The American Jewish Joint Distribution Committee (Uk ) Trust Up-to-date
The Barnett And Sylvia Shine No 2 Charitable Trust Up-to-date
The Bluston Charitable Settlement Up-to-date
The Cissie Rosefield Charitable Trust Up-to-date
The Covenant And Conversation Trust Up-to-date
The Denise Cohen Charitable Trust Up-to-date
The Edith And Ferdinand Porjes Charitable Trust Out-of-date
The Kesztenbaum Family Charitable Trust Out-of-date
The Latchman Family Charitable Trust Up-to-date
The Marcus Margulies Charitable Trust Up-to-date
The Paisner Charitable Trust Out-of-date
The Peter Cruddas Foundation Up-to-date
The Phillips And Rubens Charitable Trust Up-to-date
The Potel Charitable Trust Up-to-date
The Rosenblatt Family Charitable Trust Out-of-date
The Ruth And Jack Lunzer Charitable Trust Up-to-date
The Schmidt-Bodner Charitable Trust Out-of-date
The Shirley Young Charitable Trust Up-to-date
The Sir Sigmund Sternberg Charitable Foundation Up-to-date
The Stella And Alexander Margulies Charitable Trust Up-to-date
The Sybil Shine Memorial Trust Up-to-date
The Weizmann Institute Foundation Up-to-date
The Wolfson Family Charitable Trust Up-to-date
Yoni Jesner Foundation Up-to-date
The Rt Hon Sir Timothy Alan Davan Sainsbury The V&A Foundation Up-to-date
Professor Jonathan Bate None on record
Barrie Atherton Wigmore (Chair) None on record
Professor Lady Judith Anne Freedman Cbe, Fba Wimbledon Synagogue Ark Project Recently registered

Areas of operation

List of regions

  • Oxfordshire