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Worcester College Oxford Endowment Trust

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

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Activities & Mission

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

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£1,160,812
Latest Expenditure
£678,572

Financial Efficiency

Program Ratio 58.5%
% of income going directly to charitable activities

Higher than 9% of UK Education charities with income £1M to £10M (sample: 2063). How is this calculated?

Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)

Higher than 100% of UK Education charities with income £1M to £10M. How is this calculated?

Administrative Ratio 0.5%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 72% of UK Education charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £666,545
Charitable Activities £0
Other Trading £0
Investments £494,267
Other Income £0

Expenditure Categories

Charitable Expenditure £678,500
Raising Funds £72
Governance £3,500
Grants to Institutions £675,000
Other Expenditure £3,500

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£1,160,812
£678,572£678,500£16,266,682£11,064,0250 / 0
2023
£1,058,945
£678,567£678,500£15,059,822£10,036,9200 / 0
2022
£1,068,840
£653,572£653,572£15,039,052£9,829,1860 / 0
2021
£310,613
£573,4220 / 0
2020
£296,535
£1,103,4620 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Worcester College Oxford Endowment Trust

What does Worcester College Oxford Endowment Trust do?

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

How much income did Worcester College Oxford Endowment Trust report in 2024?

Worcester College Oxford Endowment Trust reported total income of £1.16m and reported expenditure of £679k for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is Worcester College Oxford Endowment Trust?

Worcester College Oxford Endowment Trust has a program ratio of 58.5%, meaning that share of its income goes directly to charitable activities. This is higher than 9% of UK Education charities with income £1M to £10M (sample of 2063 charities). See our methodology for how this is calculated.

When was Worcester College Oxford Endowment Trust registered as a charity?

Worcester College Oxford Endowment Trust was registered with the Charity Commission for England and Wales on 4 December 2012 as charity number 1150037. It has been registered for 14 years.

Who runs Worcester College Oxford Endowment Trust?

Worcester College Oxford Endowment Trust is governed by a board of 7 trustees. The chair of trustees is David Richard Loevner. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Worcester College Oxford Endowment Trust operate?

Worcester College Oxford Endowment Trust operates in Oxfordshire, as recorded in its Charity Commission filing.

Is Worcester College Oxford Endowment Trust a registered charity?

Yes — Worcester College Oxford Endowment Trust is a registered charity in England and Wales, charity number 1150037.

Details

Address
WORCESTER COLLEGE
WALTON STREET
OXFORD
OX1 2HB
Registration Date
4 December 2012
Status
Registered

Registry Information

Organisation Number
5030428
Charity Number
1150037

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Trustees

David Richard Loevner Chair
BARRIE ATHERTON WIGMORE
David Woods Kemper
Dr John Scott Scullion
Also governs 1 other charity
Lord David Isaac
Also governs 1 other charity
Sir Lindsay Owen Jones KBE

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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