Finance Score: -4

Governance Score: 5

Support Score: 3

Excess reserves: -5
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Gov Income
Overall weighted support: +3

Overall GiG Score: 4

THE SOCIETY OF ST STEPHEN'S HOUSE

St Stephen's House is an Anglican Theological College and Permanent Private Hall of the University of Oxford offering formation, education and training for a variety of qualifications and ministries. St Stephen's House also hosts summer school and seminars and acts as a centre for sabbaticals and retreats. Its grade I listed church is also let as a venue for concerts and other musical events.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity
The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £15,579,381 available, equivalent to 109 months of spending and so may not be able to utilise additional funding
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
30/06/23		£1,430	£1,712	£-281	£20	£15,875	£15,579	109.2	22	0
30/06/22		£1,239	£1,608	£-368	£23	£15,882	£15,557	116.1	24	0
30/06/21		£1,019	£1,378	£-360	£54	£16,426	£16,131	140.4	23	25
30/06/20		£1,653	£1,557	£96	£93	£17,406	£17,125	132	26	25
30/06/19	*	£1,544	£1,885	£-341	£25	£17,415	£17,109	108.9	25	25

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Financial Ratios

Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 1.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 18%
Liabilities/Income: 238%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 109.2 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.8

Asset Split ?

Balance Sheet History

Established: 7 years

https://www.ssho.ox.ac.uk/index.html

bursar@ssho.ox.ac.uk

01865613500

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

GiG Classification

Colleges and universities

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Oxfordshire,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 26-66

EDWARD DOBSON Appointed: 2021, Occupation: Barrister

EWAN GILLINGS Appointed: 2024, Occupation: Ordinand

FR GRANT NAYLOR Appointed: 2023, Occupation: Parish Priest

JOHN DAVID SEBASTIAN BOOTH Appointed: 2018, Occupation: Company Chairman

KATIE HARRISON Appointed: 2023, Occupation: Political Aide

MORAG ELLIS KC Appointed: 2023

REVEREND CANON PAUL RICHARD ARMSTEAD Appointed: 2018, Occupation: Clerk In Holy Orders

RIGHT REVEREND JONATHAN MARK RICHARD BAKER Appointed: 2018, Occupation: Bishop

REV ANDREAS WENZEL Appointed: 2023, Occupation: University Tutor

REV LUCY GARDNER Appointed: 2021, Occupation: University Tutor

THE REVD CANON DR ROBIN WARD Appointed: 2018, Occupation: College Principal

THE RIGHT REVEREND DR MARTIN CLIVE WARNER Appointed: 2018, Occupation: Bishop Of Chichester

Legal constitution

Charitable company registered in England & Wales on 07/03/2018, number: 1177459
Registered at Companies House on 12/02/2018, number: 11199178

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
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

5 returns made; AR19: 62 days late,

Recent reorganisation events:

Asset transfer in from THE FRIDAY CHARITABLE TRUST on 10/01/2024

Main office

ST. STEPHENS HOUSE
16 MARSTON STREET
OXFORD
OX4 1JX

Objectives

FURTHERING THE EDUCATION AND TRAINING OF GRADUATES OF THE UNIVERSITIES OF OXFORD AND CAMBRIDGE AND OTHERS PREPARING FOR MISSION WORK ABROAD OR FOR OTHER MINISTERIAL WORK IN THE CHURCH OF ENGLAND OR THE CHURCHES IN COMMUNION WITH THE CHURCH OF ENGLAND AND FOR SUCH OTHER PURPOSES AS MAY TEND TO AID OR FURTHER THIS GENERAL OBJECT.

Data Sources

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