THE OXFORD PRESERVATION TRUST

Registered charity 203043 · accounts filings on the Charity Commission register · also known as OPT

Preservation and enhancement, for the benefit of the public, of the amenities of the city of Oxford and its surroundings. Promotion and encouragement of public interest in and knowledge of the history of the city of Oxford and its surroundings.

Causes: Environment/conservation/heritage · website · Get email alerts

Financial health, per its FY2024 accounts

The accounts state that the charity reported a net loss of £6,284 before investment gains, which were mitigated by an unrealised gain of £246,830. The trustees' report notes that free reserves of £145,108 are in accordance with the charity's reserves policy, and the auditors confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Gravita Audit Oxford LLP. Discloses 6 of 6 completeness components.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• National Lottery Heritage Fund — “Thank you to the National Lottery Heritage Fund” (source page)

Property (HM Land Registry)

41 registered titles in England and Wales held by the charity’s company or corporate body (38 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram · linkedin

Structured financials (annual return, FY ending 31/12/2024)

Reported reserves equal ~110.6 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (43% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 6.2% of total income — above the median for charities its size (4.9%) (benchmarks).

Register events

• Received assets from another charity (12/02/2025) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Ann Louise Upton · trustee of 1 other charity
• Cllr Elizabeth Diggins
• DAVID STREAT
• Dame Helen Frances Ghosh
• Emily Julie Naomi Gee
• JULIAN MUNBY · trustee of 1 other charity
• John Gordon Stevenson · trustee of 1 other charity
• Joseph Handibry Mbatu Tah
• Mark Beard
• Nick Leimu-Brown
• Philip Christopher Liam Parker · trustee of 5 other charities
• Professor William Hadden Whyte · trustee of 4 other charities
• ROSALIND CLAIRE ROGERS · trustee of 3 other charities
• Susanna Pressel · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Oxfordshire

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).