OXFORDSHIRE VICTORIA COUNTY HISTORY TRUST
The objectives of the Trust are to raise funds for the research, preparation and writing of the remaining volumes of the Victoria County History of Oxfordshire.
Objects
TO APPLY SUCH MONIES INVESTMENTS AND PROPERTY AS THE TRUSTEES RECEIVE IN THEIR CAPACITY AS TRUSTEES HEREOF FOR THE RESEARCH PREPARATION AND WRITING OF THE VICTORIA COUNTY HISTORY OF OXFORDSHIRE PROVIDED ALWAYS THAT SUCH OBJECT IS EXCLUSIVELY CHARITABLE.THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST FOR THE OBJECT HEREIN BEFORE DECLARED AND IN DEFAULT OF WHICH UPON TRUST FOR SUCH CHARITABLE OBJECTS FOR THE STUDY OF LOCAL HISTORY AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.
Financial health, per its FY2025 accounts
The Trust reported a surplus of £3,138 for the year, with total receipts of £131,900 against payments of £128,762. Net assets stood at £357,424, comprising cash and investment deposits. The trustees noted that charitable donations were lower than recent years and future income forecasts are uncertain, though the Trust remains committed to its research costs.
What the accounts disclose
“Non Gift Aid Donations 90,105” — page 3
“In the year, a trustee donated a total of £15,000 (2024: £10,000), but had advised a reduction to £5,000 next year” — page 2
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Risk management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/09/2025
- Volunteers: 14
Self-declared on the annual return for the financial year ending 30/09/2023
- Grant-making is its main activity
Trustees
- Professor William Hadden Whytechair
- Amanda Ponsonby
- BRIGADIER JOHN NIGEL MOGG DL
- Christopher John Gorrill Parker
- Donald John Ratcliffe
- Dr Elizabeth Gemmill
- Dr Jill Pellew
- Graham Harding
- JOHN HARWOOD DL
- Jane Elizabeth Owen
- Michael Heaton
- PROFESSOR ROBERT EVANS
- SARAH JANE TAYLOR
- TOM GRAFTON HASSALL OBE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £132k | £129k |
| 30/09/2024 | £185k | £155k |
| 30/09/2023 | £241k | £154k |
| 30/09/2022 | £185k | £159k |
| 30/09/2021 | £142k | £158k |
Common questions
Is OXFORDSHIRE VICTORIA COUNTY HISTORY TRUST financially healthy?
Per its FY2025 accounts: The Trust reported a surplus of £3,138 for the year, with total receipts of £131,900 against payments of £128,762. Net assets stood at £357,424, comprising cash and investment deposits. The trustees noted that charitable donations were lower than recent years and future income forecasts are uncertain, though the Trust remains committed to its research costs. Its FY2025 accounts were independently examined.
Who funds OXFORDSHIRE VICTORIA COUNTY HISTORY TRUST?
Funders whose own accounts filings name OXFORDSHIRE VICTORIA COUNTY HISTORY TRUST as a grant recipient include THE HDH WILLS 1965 CHARITABLE TRUST, THE ADRIAN SWIRE CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE HDH WILLS 1965 CHARITABLE TRUST | FY2023 | £20k | General Fund |
| THE ADRIAN SWIRE CHARITABLE TRUST | FY2022 | Unverified read£10k | |
| THE ADRIAN SWIRE CHARITABLE TRUST | FY2023 | £7k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MUMFORD MEMORIAL TRUST | 1 | £5k |
| THE HADFIELD CHARITABLE TRUST | 1 | £2k |
Charities like this
- LEICESTERSHIRE VICTORIA COUNTY HISTORY TRUST
- VICTORIA COUNTY HISTORY OF ESSEX TRUST
- THE HEREFORDSHIRE VICTORIA COUNTY HISTORY TRUST
- GLOUCESTERSHIRE COUNTY HISTORY TRUST CIO
- CUMBRIA COUNTY HISTORY TRUST
- OXFORDSHIRE HISTORIC CHURCHES TRUST (2016)
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| OXFORDSHIRE VICTORIA COUNTY HISTORY TRUST | £132k | — | 0 | unclear | — | no doubt |
| LEICESTERSHIRE VICTORIA COUNTY HISTORY TRUST | £39k | — | 0 | unclear | — | no doubt |
| VICTORIA COUNTY HISTORY OF ESSEX TRUST | £14k | — | 0 | unclear | — | no doubt |
| THE HEREFORDSHIRE VICTORIA COUNTY HISTORY TRUST | £30k | — | — | unclear | — | no doubt |
| GLOUCESTERSHIRE COUNTY HISTORY TRUST CIO | £30k | — | — | unclear | — | no doubt |
| CUMBRIA COUNTY HISTORY TRUST | £62k | — | 0 | unclear | — | no doubt |