OXFORD HEALTH CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 2 August 1996
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £236,000
Latest expenditure: £364,000
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Warneford Hospital, Warneford Lane, Headington, OXFORD, OX3 7JX

Website recorded by the regulator: www.oxfordhealth.charity (displayed as text)

02 Activities

What the charity does

The main purpose of the charitable funds held on trust is to apply the income for charitable purposes relating to the general or any specific purposes of the Oxford Health NHS Foundation Trust or to purposes relating to the Health Service.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 30 January 2026
Date Accounts Received: 30 January 2026
Total Gross Income: £236,000
Total Gross Expenditure: £364,000

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 14 January 2025
Date Accounts Received: 14 January 2025
Total Gross Income: £346,000
Total Gross Expenditure: £525,000

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 24 January 2024
Date Accounts Received: 24 January 2024
Total Gross Income: £299,000
Total Gross Expenditure: £552,000

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 30 January 2023
Date Accounts Received: 30 January 2023
Total Gross Income: £530,000
Total Gross Expenditure: £652,000

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 28 January 2022
Date Accounts Received: 28 January 2022
Total Gross Income: £777,554
Total Gross Expenditure: £939,812

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 30 January 2026
Total Gross Income: £236,000
Total Gross Expenditure: £364,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 14 January 2025
Total Gross Income: £346,000
Total Gross Expenditure: £525,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 120

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 24 January 2024
Total Gross Income: £299,000
Total Gross Expenditure: £552,000
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £30,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 150

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 30 January 2023
Total Gross Income: £530,000
Total Gross Expenditure: £652,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £4,459
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 28 January 2022
Total Gross Income: £777,554
Total Gross Expenditure: £939,812
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 30 January 2023
Income Donations And Legacies: 530000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 22000
Income Other: 0
Income Total Income And Endowments: 552000
Income Legacies: 132000
Income Endowments: 0
Expenditure Raising Funds: £23,000
Expenditure Charitable Expenditure: £629,000
Expenditure Other: 0
Expenditure Total: 652000
Expenditure Investment Management: 8000
Expenditure Grants Institution: 0
Expenditure Governance: 56000
Expenditure Support Costs: 0
Expenditure Depreciation: 0
Gain Loss Investment: 46000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £628,000
Assets Total Fixed: 805000
Assets Own Use: 805000
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £515,000
Assets Total Liabilities: £62,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,258,000
Creditors One Year Total Current: 62000
Creditors Falling Due After One Year: 0
Assets Cash: £494,000
Funds Endowment: 0
Funds Unrestricted: 628000
Funds Restricted: 630000
Funds Total: 1258000
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 28 January 2022
Income Donations And Legacies: 756896
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 20658
Income Other: 0
Income Total Income And Endowments: 777554
Income Legacies: 21616
Income Endowments: 0
Expenditure Raising Funds: £17,271
Expenditure Charitable Expenditure: £922,541
Expenditure Other: 0
Expenditure Total: 939812
Expenditure Investment Management: 8636
Expenditure Grants Institution: 0
Expenditure Governance: 40971
Expenditure Support Costs: 18293
Expenditure Depreciation: 0
Gain Loss Investment: 170750
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £755,876
Assets Total Fixed: 1055208
Assets Own Use: 0
Assets Long Term Investment: 1055208
Defined Benefit Pension Scheme: 0
Assets Other Assets: £313,631
Assets Total Liabilities: £59,806
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,309,033
Creditors One Year Total Current: 59806
Creditors Falling Due After One Year: 0
Assets Cash: £293,961
Funds Endowment: 0
Funds Unrestricted: 755876
Funds Restricted: 553157
Funds Total: 1309033
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Wiltshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Buckinghamshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Oxfordshire
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

08 Official extract

Charity Event History

Charity Name: OXFORD HEALTH CHARITY
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2011-11-03T00:00:00
Reason: Funds transferred (gi)
Assoc Organisation Number: 3990595
Assoc Registered Charity Number: 1091570
Assoc Charity Name: OXFORDSHIRE PRIMARY CARE TRUSTS CHARITY

Charity Name: OXFORD HEALTH CHARITY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1996-08-02T00:00:00

Charity Name: OXFORD HEALTH CHARITY
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2022-06-20T00:00:00
Reason: Funds transferred (gi)
Assoc Organisation Number: 1006623
Assoc Registered Charity Number: 1006623
Assoc Charity Name: OPEN DOORS

09 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 31/07/1996AS AMENDED BY DEED DATED 06/10/2008AS AMENDED BY DEED DATED 29/06/2011AS AMENDED BY DEED DATED 30/07/2014
Charitable Objects: FOR CHARITABLE PURPOSES RELATING TO THE GENERAL OR ANY SPECIFIC PURPOSES OF OXFORD HEALTH NHS FOUNDATION TRUST OR TO PURPOSES RELATING TO THE HEALTH SERVICE
Area Of Benefit: NOT DEFINED.

10 Official extract

Charity Other Names

Charity Name Id: 257096
Charity Name Type: Previous name
Charity Name: OXFORDSHIRE AND BUCKINGHAMSHIRE MENTAL HEALTH CHARITABLE FUND

Charity Name Id: 509924
Charity Name Type: Previous name
Charity Name: OXFORD HEALTH CHARITABLE FUNDS

Charity Name Id: 257101
Charity Name Type: Previous name
Charity Name: OXFORDSHIRE MENTAL HEALTHCARE CHARITABLE FUND

11 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Complaints policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Investment

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Investing charity funds policy and procedures