Finance Score: -5
Governance Score: 2
Support Score: 0
  • Poor Liquidity: -1
  • Good Reserves: +1Pension deficit: -1
  • Accounts filed more than 5 days late: -2 times
  • Multiple Deficits: -2
  • 12+ Trustees: -1
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -3 ?

THE PRINCIPAL AND FELLOWS OF SOMERVILLE COLLEGE

To provide for members of the University of Oxford the protection and training of an academic house.
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • One or more trustees receive payments or benefits from the charity for providing services to the charity
  • There are 45 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available
  • There is a pension deficit of £1,992,119
  • Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
  • On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/07/23£16,344£17,148£-804£873£227,862£134,386942610
31/07/22£13,604£17,079£-3,475£708£232,950£136,06995.62090
31/07/21*£12,109£14,248£-2,139£747£237,962£140,026117.92140
31/07/20£11,396£13,522£-2,126£761£223,804£137,288121.81970
31/07/19*£12,402£14,014£-1,612£766£231,805£140,840120.61840
31/07/18£11,490£12,898£-1,408£779£224,951£141,618131.81880
31/07/17£12,175£11,874£301£804£218,505£142,096143.61730
31/07/16£10,373£11,674£-1,301£786£212,391£142,9821471740
31/07/15£10,219£10,326£-107£853£76,905£15,93618.51420
31/07/14£11,013£10,566£447£730£69,138£15,92418.11480
31/07/13£9,456£9,045£411£738£64,346£14,45519.21370
31/07/12£7,738£6,243£1,495£559£56,632£14,08027.11310
31/07/11£7,911£7,323£588£555£54,534£11,02718.11150

Financial Ratios
Fundraising Costs/Relevant Income: 11.1%
Fundraising Costs/Total Spending: 6.3%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 14%
Liabilities/Income: 226%
Unrestricted Funds/Total Funds: 59%
Reserves/Spending: 94 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.2
Asset Split ?
Balance Sheet History
Established: 14 years

www.some.ox.ac.uk

enquiries@some.ox.ac.uk

01865270627

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • Colleges and universities
How it operates
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Oxfordshire,
Who it helps
  • Children/Young People
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (45)
Gender Split
Based on 38/45 persons

Age Range of Trustees:
  • ANDREW PARKER Appointed: 2013, Occupation: Finance Director
  • ANNIE SUTHERLAND
  • BARONESS JANET ROYALL Appointed: 2017
  • CHARLOTTE POTTS Appointed: 2014
  • DR ANNE MANUEL Appointed: 2012
  • DR BEATE DIGNAS
  • DR BENJAMIN THOMPSON MA PHD
  • DR DANIEL ANTHONY
  • DR FARIDAH ZAMAN Appointed: 2018
  • DR FRANCESCA SOUTHERDEN Appointed: 2016
  • DR JONATHAN BURTON
  • DR JULIE DICKSON
  • DR LUKE PITCHER BA MA MST
  • DR MATTHEW WOOD BM BCH MA
  • DR MICHAEL HAYWARD
  • DR NATALIA MAGDALENA NOWAKOWSKA
  • DR PHILIP WEST
  • DR SIMON KEMP
  • DR SAMANTHA DIECKMANN Appointed: 2018
  • DR STEVE RAYNER Appointed: 2011
  • DR VIVIEN PARMENTIER Appointed: 2018
  • PROFESSOR ADITI LAHIRI
  • PROFESSOR CHARLES SPENCE PHD
  • PROFESSOR FIONA STAFFORD SPARKES FRSE
  • PROFESSOR LOIS MCNAY
  • PROFESSOR RICHARD STONE
  • PROFESSOR STEPHEN ROBERTS
  • PROF RAJESH THAKKER, Occupation: Doctor / Professor Of Medicine
  • PROFESSOR ALMUT SUERBAUM
  • PROFESSOR CHRISTOPHER HARE Appointed: 2012
  • PROFESSOR DAMIAN TYLER Appointed: 2015
  • PROFESSOR DAN CIUBOTARU Appointed: 2014
  • PROFESSOR ELENA SEIRADAKE Appointed: 2017
  • PROFESSOR KAREN NIELSEN Appointed: 2013
  • PROFESSOR LOUISE MYCOCK Appointed: 2017
  • PROFESSOR MARGARYTA KLYMAK Appointed: 2020
  • PROFESSOR MICHELLE JACKSON Appointed: 2020
  • PROFESSOR NOA ZILBERMAN Appointed: 2020
  • PROFESSOR OWENS PATRICIA Appointed: 2020
  • PROFESSOR PRATEEK AGRAWAL Appointed: 2020
  • PROFESSOR RENAUD LAMBIOTTE Appointed: 2017
  • PROFESSOR RENIER VAN DER HOORN Appointed: 2013
  • PROFESSOR ROBIN KLEMM Appointed: 2020
  • PROSSOR ROBERT DAVIES Appointed: 2020
  • SARA KALIM Appointed: 2014
Legal constitution
  • Charity registered in England & Wales on 22/12/2010, number: 1139440
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
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
13 returns made; AR21: 14 days late, AR19: 12 days late,
Main office

SOMERVILLE COLLEGE
WOODSTOCK ROAD
OXFORD
OX2 6HD

Objectives

(1) TO PROVIDE FOR WOMEN AND MEN WHO ARE MEMBERS OF THE UNIVERSITY OF OXFORD THE PROTECTION AND TRAINING OF AN ACADEMIC HOUSE, AND, WITH THAT OBJECT, TO CARRY ON THE WORK OF THE OLD ASSOCIATION WITH SUCH MODIFICATIONS AND CHANGES AS MAY FROM TIME TO TIME APPEAR DESIRABLE.(2) TO DO ALL SUCH OTHER THINGS ARE INCIDENTAL OR CONDUCIVE TO ADVANCING EDUCATION, LEARNING AND RESEARCH IN OXFORD AND ELSEWHERE.

Defined Area of Benefit:

OXFORD AND ELSEWHERE

Data Sources

Charity Commission for England and Wales

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