WORCESTER COLLEGE OXFORD ENDOWMENT TRUST
The advancement and support of Worcester College, Oxford, and such related activities as will support the objectives of the College.
Financial health, per its FY2025 accounts
The charity holds unrestricted reserves of £13,403,930 against a policy of holding reserves to protect against cash shortfalls, with total reserves at £19,865,245. The accounts state the charity is a going concern with adequate resources to continue in operational existence for the foreseeable future. The audit report confirms the financial statements give a true and fair view with no material uncertainties identified.
What the accounts disclose
“The Trust’s principal funding sources are donations. During the year the Trust received donations of £2,391,923”
“The normal policy is to hold unrestricted reserves to protect against the risks of shortfalls in cash balances due to uncertainties in the timing of fundraising opportunities for unrestricted funds.” — page 8
“During the year the Trust made £725,000 (2024: £675,000) in grants to Worcester College, Oxford.” — page 21
“During the year trustees, Mr B Wigmore donated £1,492,270 (2024: £666,545) and Mr D Loevner donated £899,353.” — page 21
“During the year the Trust made £725,000 (2024: £675,000) in grants to Worcester College, Oxford.” — page 21
“During the year trustees, Mr B Wigmore donated £1,492,270 (2024: £666,545) and Mr D Loevner donated £899,353.” — page 21
Structured financials (annual return, FY ending 31/10/2025)
Trustees
- David Richard Loevnerchair
- BARRIE ATHERTON WIGMORE
- David Woods Kemper
- Dr John Scott Scullion
- Lord David Isaac
- Martin Paisner CBE MA LLM
- Sir Lindsay Owen Jones KBE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/10/2025 | £3.0m | £729k |
| 31/10/2024 | £1.2m | £679k |
| 31/10/2023 | £1.1m | £679k |
| 31/10/2022 | £1.1m | £654k |
| 31/10/2021 | £311k | £573k |
Common questions
Is WORCESTER COLLEGE OXFORD ENDOWMENT TRUST financially healthy?
Per its FY2025 accounts: The charity holds unrestricted reserves of £13,403,930 against a policy of holding reserves to protect against cash shortfalls, with total reserves at £19,865,245. The accounts state the charity is a going concern with adequate resources to continue in operational existence for the foreseeable future. The audit report confirms the financial statements give a true and fair view with no material uncertainties identified. Its FY2025 accounts were audited by Gravita Audit Oxford LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE STEVENSON FAMILY'S CHARITABLE TRUST | 1 | £303k |
| THE TOLKIEN TRUST | 1 | £200k |
| Tinsley Charitable Trust | 1 | £85k |
| The Marks Family Charitable Trust | 1 | £20k |
| THE SANDERSON FOUNDATION | 1 | £15k |
| THE JOHN BOOTH CHARITABLE FOUNDATION | 1 | £10k |
| THE JIGSAW NETWORK C.I.O. | 1 | £10k |
| JOHN SWIRE 1989 CHARITABLE TRUST | 1 | £7k |
Charities like this
- WORCESTER COLLEGE, OXFORD
- WORCESTER CHRISTIAN EDUCATION TRUST
- THE RECTOR AND SCHOLARS OF EXETER COLLEGE IN THE UNIVERSITY OF OXFORD
- WESTMINSTER COLLEGE TRUST, OXFORD
- THE PRINCIPAL AND FELLOWS OF SOMERVILLE COLLEGE
- THE MASTER AND FELLOWS OF THE COLLEGE OF THE GREAT HALL OF THE UNIVERSITY COMMONLY CALLED UNIVERSITY COLLEGE IN THE UNIVERSITY OF OXFORD
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| WORCESTER COLLEGE OXFORD ENDOWMENT TRUST | £3.0m | — | 0 | above | — | no doubt |
| WORCESTER COLLEGE, OXFORD | £20.3m | £169,000 - £169,999 | — | unclear | — | no doubt |
| WORCESTER CHRISTIAN EDUCATION TRUST | £925k | — | 0 | above | — | no doubt |
| THE RECTOR AND SCHOLARS OF EXETER COLLEGE IN THE UNIVERSITY OF OXFORD | £14.6m | — | — | within | 30.4% | no doubt |
| WESTMINSTER COLLEGE TRUST, OXFORD | £645k | — | 0 | above | — | no doubt |
| THE PRINCIPAL AND FELLOWS OF SOMERVILLE COLLEGE | £20.0m | £155,000-£155,999 | 0 | below | — | no doubt |