Finance Score: 3

Governance Score: 3

Support Score: 5

Strong growth: +2
Deficit latest year: -2
Fundraising costs low: +3

Dynamic board: +3

Grant maker support: +5

Overall GiG Score: 11

OXFORDSHIRE COMMUNITY FOUNDATION

THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE AREA CURRENTLY KNOWN AS THE COUNTY OF OXFORDSHIRE AND ITS IMMEDIATE NEIGHBOURHOOD.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Financial issues to consider:

Income was significantly lower than spending in the latest year

Established: 11 years

www.oxfordshire.org

ocf@oxfordshire.org

01865 798666

Charity Commission for England and Wales

Tweets

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
31/03/23	£2,522	£3,621	£-1,099	£55	£9,456	£443	1.5	5	20
31/03/22	£2,530	£2,551	£-21	£82	£10,846	£440	2.1	8	33
31/03/21	£3,573	£2,234	£1,339	£74	£10,483	£423	2.3	8	55
31/03/20	£2,256	£1,645	£611	£97	£7,909	£191	1.4	8	42
31/03/19	£2,823	£1,385	£1,438	£71	£7,629	£228	2	7	50
31/03/18	£1,290	£1,481	£-192	£88	£5,993	£157	1.3	5	0
31/03/17	£1,416	£1,102	£315	£74	£6,177	£199	2.2	5	0
31/03/16	£1,213	£874	£339	£74	£5,257	£139	1.9	4	0
31/03/15	£1,330	£1,043	£288	£146	£5,049	£244	2.8	4	0
31/03/14	£91	£146	£-55	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.4%
Fundraising Costs/Total Spending: 1.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 5%
Reserves/Spending: 1.5 months
Net Current Assets/Spending: 8 months
Quick Ratio: 9.2

Asset Split ?

Listed activities

Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Other charitable activities
Provides services

Where it operates

Oxfordshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

5 employees
20 volunteers

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.

Major supporters in last 5 years

Indigo Trust	£1,020,000
Wates Foundation	£13,117
Lankelly Chase Foundation	£2,000

Specific Donations

Amount	When Months	To be used for
Lankelly Chase Foundation - Grant to Oxfordshire Community Foundation
£2,000	31/03/2022	Oxfordshire Community Foundation
Indigo Trust - Getting Oxfordshire Online project funding
£10,000	07/10/2021 12	Getting Oxfordshire Online project funding
Indigo Trust - Getting Oxfordshire Online project funding
£10,000	07/10/2021	Getting Oxfordshire Online project funding
Wates Foundation - Oxfordshire Community Foundation
£13,117	20/05/2020	Donation to the Coronavirus Resilience Fund for Oxfordshire to help charities respond better and recover stronger. (Covid-19)
Indigo Trust - To support its work during the Covid-19 emergency
£500,000	19/03/2020	Core unrestricted funding.
Indigo Trust - To support its work during the Covid-19 emergency
£500,000	19/03/2020	Core unrestricted funding during the Covid-19 emergency.
Indigo Trust - Local philanthropy and community-based solutions to key social problems
£10,000	30/04/2018	For hardware upgrades and a year’s subscription to the OCSI Local Insight Tool.
Indigo Trust - Local philanthropy and community-based solutions to key social problems
£10,000	30/04/2018	For hardware upgrades and a year’s subscription to the OCSI Local Insight Tool.
Woodward Charitable Trust - Towards improving the Pump House building for young people
£1,000	31/01/2013	Towards improving the Pump House building for young people and community groups to meet and socialise off the streets.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees:

ANNE DAVIES Appointed: 2021

ESTELLA WILD Appointed: 2021

IAN CHRISTOPHER BUSBY (Chair) Appointed: 2021

IMAM MONAWAR HUSSAIN MBE Appointed: 2021, Occupation: Iman, Other trusteeships: THE OXFORD TRUST, THE OXFORD FOUNDATION,

JULIAN GRANT PHILLIPS Appointed: 2021, Occupation: Consultant

NEIL PREDDY Appointed: 2019

PHILIP LUKE FABIAN FRENCH Appointed: 2023

TIMOTHY MARTIN WHITNEY Appointed: 2023

Legal constitution

Charity registered in England & Wales on 12/04/2013, number: 1151621

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

10 returns made; all on time

Main office

3 Woodin's Way
Oxford
Oxford
Oxfordshire
OX1 1HD

Objectives

1. THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE AREA CURRENTLY KNOWN AS THE COUNTY OF OXFORDSHIRE AND ITS IMMEDIATE NEIGHBOURHOOD AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF GOOD HEALTH, BOTH MENTAL AND PHYSICAL, AND THE RELIEF OF POVERTY AND SICKNESS.2. OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE IN THE OPINION OF THE FOUNDATION BENEFICIAL TO THE COMMUNITY WITH A PREFERENCE FOR THOSE IN THE AREA OF BENEFIT

Data Sources