CCEW Charity Commission profile

BALLIOL COLLEGE EDUCATIONAL TRUST

Registered charity 1201907 · organisation 5208025

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
10 February 2023
Removed
Not supplied
Financial period
1 August 2024 – 31 July 2025
Latest income
£35,326
Latest expenditure
£29,942
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
Yes

Public contact address: BALLIOL COLLEGE, BROAD STREET, OXFORD, OX1 3BJ

02 Activities

What the charity does

Educational charitable purposes

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 May 2026
Date Annual Return Received
27 May 2026
Date Accounts Received
27 May 2026
Total Gross Income
£35,326
Total Gross Expenditure
£29,942
Fin Period Start Date
10 February 2023
Fin Period End Date
31 July 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 May 2025
Date Annual Return Received
30 May 2025
Date Accounts Received
30 May 2025
Total Gross Income
£1,109,065
Total Gross Expenditure
£24,459

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 August 2024
Fin Period End Date
31 July 2025
Ar Due Date
31 May 2026
Ar Received Date
27 May 2026
Total Gross Income
£35,326
Total Gross Expenditure
£29,942
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
Count Volunteers
8
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
10 February 2023
Fin Period End Date
31 July 2024
Ar Due Date
31 May 2025
Ar Received Date
30 May 2025
Total Gross Income
£1,109,065
Total Gross Expenditure
£24,459
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
Count Volunteers
12

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
10 February 2023
Fin Period End Date
31 July 2024
Ar Due Date
31 May 2025
Ar Received Date
30 May 2025
Income Donations And Legacies
1076413
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
32652
Income Other
0
Income Total Income And Endowments
1109065
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£1,868
Expenditure Charitable Expenditure
£22,591
Expenditure Other
0
Expenditure Total
24459
Expenditure Investment Management
1868
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
1000
Expenditure Depreciation
0
Gain Loss Investment
97646
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,182,252
Assets Total Fixed
1125061
Assets Own Use
0
Assets Long Term Investment
1125061
Defined Benefit Pension Scheme
0
Assets Other Assets
£57,191
Assets Total Liabilities
£0
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,182,252
Creditors One Year Total Current
0
Creditors Falling Due After One Year
0
Assets Cash
£57,191
Funds Endowment
0
Funds Unrestricted
1182252
Funds Restricted
0
Funds Total
1182252
Count Employees
0
Charity Only 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
102
Classification Type
What
Classification Description
Education/training
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty

08 Official extract

Charity Event History

Charity Name
BALLIOL COLLEGE EDUCATIONAL TRUST
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2023-02-10T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CIO - FOUNDATION Registered 10 Feb 2023
Charitable Objects
THE OBJECTS OF THE CIO ARE:(I) THE RELIEF OR PREVENTION OF POVERTY OR THE RELIEF OF NEED BECAUSE OF FINANCIAL HARDSHIP OR OTHER DISADVANTAGE, WITH SPECIFIC REGARD TO EDUCATIONAL NEEDS, BY THE PROVISION OF FINANCIAL AND NON-FINANCIAL ASSISTANCE INCLUDING MAKING GRANTS FOR PROVIDING OR PAYING TOWARDS EDUCATION AND TRAINING TO OR FOR THE BENEFIT OF THE CHILDREN OF THOSE EDUCATED AT BALLIOL COLLEGE, OXFORD, INCLUDING THOSE CHILDREN TO WHOM SUCH PERSONS STAND IN LOCO PARENTIS; ANDII) TO THE EXTENT THAT FUNDS ARE AVAILABLE FOLLOWING EXPENDITURE ON THE OBJECTS ABOVE, TO PROVIDE ASSISTANCE WITH SUCH CHARITABLE EDUCATIONAL ACTIVITIES IN SUPPORT OF UNDERGRADUATE AND GRADUATE STUDENTS OF BALLIOL COLLEGE, OXFORD AS THE TRUSTEES SHALL DEEM FIT.

10 Official extract

Charity Policy

Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Investment
Policy Name
Safeguarding policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Financial reserves policy and procedures