CCEW Charity Commission profile

OXFORD PHILHARMONIC ORCHESTRA TRUST

Registered charity 1084256 · organisation 3970540

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
22 December 2000
Removed
Not supplied
Company number supplied
03608496
Financial period
1 September 2024 – 31 August 2025
Latest income
£3,094,814
Latest expenditure
£2,690,071
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: 29a Teignmouth Road, London, NW2 4EB

Website recorded by the regulator: www.oxfordphil.com (displayed as text)

02 Activities

What the charity does

PROMOTE AND MAINTAIN PUBLIC EDUCATION IN, AND APPRECIATION OF, THE ART AND SCIENCE OF MUSIC IN ALL ASPECTS BY THE PRESENTATION OF PUBLIC CONCERTS AND RECITALS, INCLUDING THE CARRYING ON OF ACTIVITIES OF THE ORCHESTRA KNOWN AS THE OXFORD PHILHARMONIC, AND PROMOTE THE GENERAL PURPOSES OF SUCH CHARITABLE BODIES AS SHALL BE EXCLUSIVELY CHARITABLE AS THE BOARD OF DIRECTORS MAY FROM TIME TO TIME DECIDE.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 September 2024
Fin Period End Date
31 August 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 June 2026
Date Annual Return Received
26 May 2026
Date Accounts Received
26 May 2026
Total Gross Income
£3,094,814
Total Gross Expenditure
£2,690,071
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 June 2025
Date Annual Return Received
9 May 2025
Date Accounts Received
9 May 2025
Total Gross Income
£2,945,208
Total Gross Expenditure
£2,788,719
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 June 2024
Date Annual Return Received
25 June 2024
Date Accounts Received
25 June 2024
Total Gross Income
£2,988,493
Total Gross Expenditure
£2,741,091
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 June 2023
Date Annual Return Received
23 May 2023
Date Accounts Received
23 May 2023
Total Gross Income
£1,955,148
Total Gross Expenditure
£1,981,428
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 June 2022
Date Annual Return Received
24 May 2022
Date Accounts Received
24 May 2022
Total Gross Income
£1,063,307
Total Gross Expenditure
£1,043,232

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 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
26 May 2026
Total Gross Income
£3,094,814
Total Gross Expenditure
£2,690,071
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
18
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
9 May 2025
Total Gross Income
£2,945,208
Total Gross Expenditure
£2,788,719
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
19
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
25 June 2024
Total Gross Income
£2,988,493
Total Gross Expenditure
£2,741,091
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£2
Income From Government Grants
£9,496
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
21
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
23 May 2023
Total Gross Income
£1,955,148
Total Gross Expenditure
£1,981,428
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
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
Yes
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
21
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
24 May 2022
Total Gross Income
£1,063,307
Total Gross Expenditure
£1,043,232
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
£2
Income From Government Grants
£313,597
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
31

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
1 September 2024
Fin Period End Date
31 August 2025
Ar Due Date
30 June 2026
Ar Received Date
26 May 2026
Income Donations And Legacies
1813461
Income Other Trading Activities
0
Income Charitable Activities
1273632
Income Investments
7721
Income Other
0
Income Total Income And Endowments
3094814
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,690,071
Expenditure Other
0
Expenditure Total
2690071
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
18051
Expenditure Support Costs
797538
Expenditure Depreciation
4866
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,213,908
Assets Total Fixed
6079
Assets Own Use
6079
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,408,873
Assets Total Liabilities
£201,044
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,213,908
Creditors One Year Total Current
201044
Creditors Falling Due After One Year
0
Assets Cash
£735,634
Funds Endowment
0
Funds Unrestricted
1203908
Funds Restricted
10000
Funds Total
1213908
Count Employees
12
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 September 2023
Fin Period End Date
31 August 2024
Ar Due Date
30 June 2025
Ar Received Date
9 May 2025
Income Donations And Legacies
1591652
Income Other Trading Activities
0
Income Charitable Activities
1352210
Income Investments
1346
Income Other
0
Income Total Income And Endowments
2945208
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,788,719
Expenditure Other
0
Expenditure Total
2788719
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
16019
Expenditure Support Costs
793768
Expenditure Depreciation
4379
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£809,165
Assets Total Fixed
7113
Assets Own Use
7113
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£915,312
Assets Total Liabilities
£113,260
Assets Current Investment
0
Assets Total Assets And Liabilities
£809,165
Creditors One Year Total Current
94291
Creditors Falling Due After One Year
18969
Assets Cash
£371,269
Funds Endowment
0
Funds Unrestricted
809165
Funds Restricted
0
Funds Total
809165
Count Employees
12
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 September 2022
Fin Period End Date
31 August 2023
Ar Due Date
30 June 2024
Ar Received Date
25 June 2024
Income Donations And Legacies
1683899
Income Other Trading Activities
0
Income Charitable Activities
1304594
Income Investments
0
Income Other
0
Income Total Income And Endowments
2988493
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£2,741,091
Expenditure Other
0
Expenditure Total
2741091
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
11333
Expenditure Support Costs
732688
Expenditure Depreciation
8922
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£652,676
Assets Total Fixed
14446
Assets Own Use
14446
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£906,480
Assets Total Liabilities
£268,250
Assets Current Investment
0
Assets Total Assets And Liabilities
£652,676
Creditors One Year Total Current
239284
Creditors Falling Due After One Year
28966
Assets Cash
£249,893
Funds Endowment
0
Funds Unrestricted
652676
Funds Restricted
0
Funds Total
652676
Count Employees
11
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 September 2021
Fin Period End Date
31 August 2022
Ar Due Date
30 June 2023
Ar Received Date
23 May 2023
Income Donations And Legacies
1418656
Income Other Trading Activities
0
Income Charitable Activities
536492
Income Investments
0
Income Other
0
Income Total Income And Endowments
1955148
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,981,428
Expenditure Other
0
Expenditure Total
1981428
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
710972
Expenditure Depreciation
9459
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£405,274
Assets Total Fixed
22764
Assets Own Use
22764
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£525,777
Assets Total Liabilities
£143,267
Assets Current Investment
0
Assets Total Assets And Liabilities
£405,274
Creditors One Year Total Current
104546
Creditors Falling Due After One Year
38721
Assets Cash
£296,016
Funds Endowment
0
Funds Unrestricted
402150
Funds Restricted
3124
Funds Total
405274
Count Employees
10
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 September 2020
Fin Period End Date
31 August 2021
Ar Due Date
30 June 2022
Ar Received Date
24 May 2022
Income Donations And Legacies
687678
Income Other Trading Activities
0
Income Charitable Activities
62032
Income Investments
0
Income Other
313597
Income Total Income And Endowments
1063307
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,043,232
Expenditure Other
0
Expenditure Total
1043232
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
589463
Expenditure Depreciation
5096
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£431,554
Assets Total Fixed
5109
Assets Own Use
5109
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£583,047
Assets Total Liabilities
£156,602
Assets Current Investment
0
Assets Total Assets And Liabilities
£431,554
Creditors One Year Total Current
108366
Creditors Falling Due After One Year
48236
Assets Cash
£457,383
Funds Endowment
0
Funds Unrestricted
430554
Funds Restricted
1000
Funds Total
431554
Count Employees
10
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout England
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
303
Classification Type
How
Classification Description
Provides Other Finance
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
OXFORD PHILHARMONIC ORCHESTRA TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2000-12-22T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 03/08/1998AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23/11/2000AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19/12/2005AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 29/06/2015
Charitable Objects
TO PROMOTE, IMPROVE, DEVELOP AND MAINTAIN PUBLIC EDUCATION IN, AND APPRECIATION OF, THE ART AND SCIENCE OF MUSIC IN ALL ASPECTS BY THE PRESENTATION OF PUBLIC CONCERTS AND RECITALS, INCLUDING THE CARRYING ON OF ACTIVITIES OF THE ORCHESTRA KNOWN AS THE OXFORD PHILOMUSICA, AND TO PROMOTE THE GENERAL PURPOSES OF SUCH CHARITABLE BODIES OR TO CARRY OUT SUCH OTHER PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE AS THE BOARD OF DIRECTORS MAY FROM TIME TO TIME DECIDE.
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
383775
Charity Name Type
Previous name
Charity Name
THE OXFORD PHILOMUSICA TRUST

11 Official extract

Charity Policy

Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Complaints handling
Policy Name
Bullying and harassment policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Risk management
Policy Name
Safeguarding policy and procedures
Policy Name
Internal charity financial controls policy and procedures