CCEW Charity Commission profile

EDWARD PENLEY ABRAHAM RESEARCH FUND

Registered charity 309659 · organisation 309659

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
30 March 1967
Removed
Not supplied
Financial period
6 April 2024 – 5 April 2025
Latest income
£2,231,462
Latest expenditure
£6,842,429
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: University of Oxford, Sir William Dunn School of Patholog, South Parks Road, OXFORD, OX1 3RE

02 Activities

What the charity does

The charity's objective is the furtherance of medical, biological and chemical research in the Sir William Dunn School of Pathology and Lincoln College Oxford and more broadly within the university of Oxford and its associated colleges. Grants are made by the trustees, in the context of the trust deed and available resources, to support both current and future research.

03 Official extract

Charity Annual Return History

Fin Period Start Date
6 April 2024
Fin Period End Date
5 April 2025
Ar Cycle Reference
AR25
Reporting Due Date
5 February 2026
Date Annual Return Received
27 November 2025
Date Accounts Received
27 November 2025
Total Gross Income
£2,231,462
Total Gross Expenditure
£6,842,429
Fin Period Start Date
6 April 2023
Fin Period End Date
5 April 2024
Ar Cycle Reference
AR24
Reporting Due Date
5 February 2025
Date Annual Return Received
10 December 2024
Date Accounts Received
10 December 2024
Total Gross Income
£2,473,715
Total Gross Expenditure
£2,836,263
Fin Period Start Date
6 April 2022
Fin Period End Date
5 April 2023
Ar Cycle Reference
AR23
Reporting Due Date
5 February 2024
Date Annual Return Received
30 November 2023
Date Accounts Received
30 November 2023
Total Gross Income
£2,334,507
Total Gross Expenditure
£3,217,108
Fin Period Start Date
6 April 2021
Fin Period End Date
5 April 2022
Ar Cycle Reference
AR22
Reporting Due Date
5 February 2023
Date Annual Return Received
13 December 2022
Date Accounts Received
13 December 2022
Total Gross Income
£2,471,208
Total Gross Expenditure
£5,020,993
Fin Period Start Date
6 April 2020
Fin Period End Date
5 April 2021
Ar Cycle Reference
AR21
Reporting Due Date
5 February 2022
Date Annual Return Received
9 December 2021
Date Accounts Received
9 December 2021
Total Gross Income
£1,997,891
Total Gross Expenditure
£10,584,426

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
6 April 2024
Fin Period End Date
5 April 2025
Ar Due Date
5 February 2026
Ar Received Date
27 November 2025
Total Gross Income
£2,231,462
Total Gross Expenditure
£6,842,429
Grant Making Is Main Activity
Yes
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
6 April 2023
Fin Period End Date
5 April 2024
Ar Due Date
5 February 2025
Ar Received Date
10 December 2024
Total Gross Income
£2,473,715
Total Gross Expenditure
£2,836,263
Grant Making Is Main Activity
Yes
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
6 April 2022
Fin Period End Date
5 April 2023
Ar Due Date
5 February 2024
Ar Received Date
30 November 2023
Total Gross Income
£2,334,507
Total Gross Expenditure
£3,217,108
Grant Making Is Main Activity
Yes
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
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
6 April 2021
Fin Period End Date
5 April 2022
Ar Due Date
5 February 2023
Ar Received Date
13 December 2022
Total Gross Income
£2,471,208
Total Gross Expenditure
£5,020,993
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
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
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
6 April 2020
Fin Period End Date
5 April 2021
Ar Due Date
5 February 2022
Ar Received Date
9 December 2021
Total Gross Income
£1,997,891
Total Gross Expenditure
£10,584,426
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
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
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
6 April 2024
Fin Period End Date
5 April 2025
Ar Due Date
5 February 2026
Ar Received Date
27 November 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2201056
Income Other
30406
Income Total Income And Endowments
2231462
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£669,767
Expenditure Charitable Expenditure
£6,172,662
Expenditure Other
0
Expenditure Total
6842429
Expenditure Investment Management
668497
Expenditure Grants Institution
6054432
Expenditure Governance
62569
Expenditure Support Costs
118230
Expenditure Depreciation
0
Gain Loss Investment
1516161
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£153,354,483
Assets Total Fixed
137254341
Assets Own Use
0
Assets Long Term Investment
137254341
Defined Benefit Pension Scheme
0
Assets Other Assets
£31,609,870
Assets Total Liabilities
£15,509,728
Assets Current Investment
27814010
Assets Total Assets And Liabilities
£153,354,483
Creditors One Year Total Current
4596333
Creditors Falling Due After One Year
10913395
Assets Cash
£3,795,860
Funds Endowment
137254341
Funds Unrestricted
16100142
Funds Restricted
0
Funds Total
153354483
Count Employees
1
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
6 April 2023
Fin Period End Date
5 April 2024
Ar Due Date
5 February 2025
Ar Received Date
10 December 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2451789
Income Other
21926
Income Total Income And Endowments
2473715
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£611,028
Expenditure Charitable Expenditure
£2,225,235
Expenditure Other
0
Expenditure Total
2836263
Expenditure Investment Management
609747
Expenditure Grants Institution
2121059
Expenditure Governance
57648
Expenditure Support Costs
104176
Expenditure Depreciation
0
Gain Loss Investment
8597260
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£156,449,289
Assets Total Fixed
168593532
Assets Own Use
0
Assets Long Term Investment
168593532
Defined Benefit Pension Scheme
0
Assets Other Assets
£577,996
Assets Total Liabilities
£12,722,239
Assets Current Investment
0
Assets Total Assets And Liabilities
£156,449,289
Creditors One Year Total Current
9912962
Creditors Falling Due After One Year
2809277
Assets Cash
£575,005
Funds Endowment
168593532
Funds Unrestricted
-12144243
Funds Restricted
0
Funds Total
156449289
Count Employees
1
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
6 April 2022
Fin Period End Date
5 April 2023
Ar Due Date
5 February 2024
Ar Received Date
30 November 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2323228
Income Other
11279
Income Total Income And Endowments
2334507
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£475,401
Expenditure Charitable Expenditure
£2,741,707
Expenditure Other
0
Expenditure Total
3217108
Expenditure Investment Management
474311
Expenditure Grants Institution
2664213
Expenditure Governance
30583
Expenditure Support Costs
77494
Expenditure Depreciation
0
Gain Loss Investment
-14761575
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£148,214,577
Assets Total Fixed
160940145
Assets Own Use
0
Assets Long Term Investment
160940145
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,018,484
Assets Total Liabilities
£13,744,052
Assets Current Investment
0
Assets Total Assets And Liabilities
£148,214,577
Creditors One Year Total Current
10344052
Creditors Falling Due After One Year
3400000
Assets Cash
£1,018,484
Funds Endowment
160940145
Funds Unrestricted
-12725568
Funds Restricted
0
Funds Total
148214577
Count Employees
1
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
6 April 2021
Fin Period End Date
5 April 2022
Ar Due Date
5 February 2023
Ar Received Date
13 December 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
2458113
Income Other
13095
Income Total Income And Endowments
2471208
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£540,110
Expenditure Charitable Expenditure
£4,480,883
Expenditure Other
0
Expenditure Total
5020993
Expenditure Investment Management
539079
Expenditure Grants Institution
4392013
Expenditure Governance
20605
Expenditure Support Costs
88870
Expenditure Depreciation
0
Gain Loss Investment
-8921711
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£163,858,753
Assets Total Fixed
176967881
Assets Own Use
0
Assets Long Term Investment
176967881
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,144,536
Assets Total Liabilities
£14,253,664
Assets Current Investment
0
Assets Total Assets And Liabilities
£163,858,753
Creditors One Year Total Current
10853664
Creditors Falling Due After One Year
3400000
Assets Cash
£1,144,536
Funds Endowment
176967881
Funds Unrestricted
-13109128
Funds Restricted
0
Funds Total
163858753
Count Employees
1
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
6 April 2020
Fin Period End Date
5 April 2021
Ar Due Date
5 February 2022
Ar Received Date
9 December 2021
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
1986365
Income Other
11526
Income Total Income And Endowments
1997891
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£491,775
Expenditure Charitable Expenditure
£10,090,831
Expenditure Other
1820
Expenditure Total
10584426
Expenditure Investment Management
491775
Expenditure Grants Institution
10049691
Expenditure Governance
18172
Expenditure Support Costs
41140
Expenditure Depreciation
0
Gain Loss Investment
59980527
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£175,330,249
Assets Total Fixed
185662152
Assets Own Use
0
Assets Long Term Investment
185662152
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,937,643
Assets Total Liabilities
£12,269,546
Assets Current Investment
0
Assets Total Assets And Liabilities
£175,330,249
Creditors One Year Total Current
7889546
Creditors Falling Due After One Year
4380000
Assets Cash
£1,935,141
Funds Endowment
185662152
Funds Unrestricted
-10331903
Funds Restricted
0
Funds Total
175330249
Count Employees
1
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind

08 Official extract

Charity Event History

Charity Name
EDWARD PENLEY ABRAHAM RESEARCH FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1967-03-30T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 17TH MARCH 1967.
Charitable Objects
FURTHERANCE OF MEDICAL, BIOLOGICAL AND CHEMICAL RESEARCH IN THE UNIVERSITY OF OXFORD INCLUDING ITS COLLEGE HALLS AND SOCIETIES.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
100980
Charity Name Type
Previous name
Charity Name
EDWARD PENLEY ABRAHAM - RESEARCH FUND

11 Official extract

Charity Policy

Policy Name
Risk management
Policy Name
Serious incident reporting policy and procedures
Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Conflicting interests
Policy Name
Trustee expenses policy and procedures
Policy Name
Internal charity financial controls policy and procedures