OXFORDSHIRE HISTORIC CHURCHES TRUST (2016)
Financial health, per its FY2023 accounts
The accounts state that unrestricted reserves stood at £1,212,194, which is below the stated policy target of three times annual income. The trustees report that investment income has become the largest recurrent source of income, while total income fell to £341,554 due to a decline in bequests. The charity holds significant investments valued at £5,537,849 and maintains an expendable endowment (Heritage Fund) of £4,038,657.
What the accounts disclose
“our policy is: 1. to reduce the level of reserves currently held in the General Fund so that by 31st March 2026 they are at a level which represents 3 times the Trust’s annual income; and 2. thereafter to maintain them at a level which represents 3 times the Trust’s annual income.”
Structured financials (annual return, FY ending 31/03/2021)
Register events
- Received assets from another charity (12/02/2025)
Trustees
- Dr Stephen John Gosschair
- Dr Linda Monckton
- George Richard Wingfield Digby
- Natalie Victoria Merry
- Paul Martin Sandford
- Professor Malcolm Russell Airs
- Richard Owen Hughes
- STEPHEN SLACK CBE
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £402k | £634k |
| 31/03/2024 | £445k | £535k |
| 31/03/2023 | £350k | £499k |
| 31/03/2022 | £451k | £286k |
| 31/03/2021 | £2.9m | £312k |
Common questions
Is OXFORDSHIRE HISTORIC CHURCHES TRUST (2016) financially healthy?
The accounts state that unrestricted reserves stood at £1,212,194, which is below the stated policy target of three times annual income. The trustees report that investment income has become the largest recurrent source of income, while total income fell to £341,554 due to a decline in bequests. The charity holds significant investments valued at £5,537,849 and maintains an expendable endowment (Heritage Fund) of £4,038,657. Its FY2023 accounts were audited by Critchleys Audit LLP.