THE WARDEN AND SCHOLARS OF THE HOUSE OR COLLEGE OF SCHOLARS OF MERTON IN THE UNIVERSITY OF OXFORD logo

THE WARDEN AND SCHOLARS OF THE HOUSE OR COLLEGE OF SCHOLARS OF MERTON IN THE UNIVERSITY OF OXFORD

#1139022
OtherMajorRegistered
www.merton.ox.ac.uk

The advancement of education and learning through provision of teaching and educational support to approximately 600 resident undergraduate and graduate students who are engaged on a course of studies leading to the award of a degree in the univeristy of oxford and through the appointment or employment of fellows and academic staff who are actively engaged in research

Areas of operation

Registered address

MERTON COLLEGE, MERTON STREET, OXFORD, OX1 4JD

Latest HighlightsFY 2024

Income

All sources

£21,160,000
Expenditure

All activities

£21,855,000
Net Reserves

Unrestricted funds

£7,796,000
Total Assets

Gross assets

£409,979,000
Working Capital

Liquidity

£5,778,000

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:
Reserve Runway
4.3 months
Median: 3.6 monthsAround typical
Income Growth (1yr)
27.7%
Median: 8.2%Top quartile
Spending Efficiency
82.6%
Median: 97.2%Below typical
Income Concentration
32.7%
Median: 87.1%Top quartile
Fundraising ROI
6.5x
Median: 27.3xAround typical
Income Volatility
9.2%
Median: 13.4%Around typical
Self-Generated Income
76.6%
Median: 92.1%Around typical
3-Year Income CAGR
15.2%
Median: 8.7%Top quartile

Efficiency & Health

Charitable Spending
82.6%
Fundraising Eff.

% income retained

6.5%
Governance Cost

% of expenditure

0.2%
Grant Making

% given away

1.5%
Debt Ratio

% of assets

0.6%
Survival Ratio

Months of reserves

4.3 months

Income Profile

Donations & Legacies

% of income

23.4%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 3270

Moderately Concentrated

Trends

Income Growth (1yr)

Year over Year

27.7%
Income CAGR (3yr)

Compound growth

15.2%
Volatility

Stable

9.2%
Reserves Trend

Direction

Stable

Governance

Employees

Staff count

155
Volunteers

Volunteer count

0
Volunteer Ratio

Per staff member

0:1
Revenue/Employee

Per head

£136,516
Trustee Benefits

Payments to trustees

Yes
High Earners

Earning over £60k

13.5%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure
Income Sources
Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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