To
Trustees' Annual Report for the period
Period start date Period end date 1 1 2022 31 12 2022
From
Section A Reference and administration details
Charity name Other names charity is known by OEEC Registered charity number (if any) 1160410
Oxford Ethnography and Education Conference
Charity's principal address
Postcode
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Lisa Russell | ||||
| Jonathan Tummons |
||||
| Ruth Barley | ||||
| Shari Sabeti | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document (eg. trust deed, constitution) How the charity is constituted
Trust Deed
Trust
- (eg. trust, association, company)
Trustee selection methods
Appointed by current trustees
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
To advance education for the public benefit in ethnography in particular but not exclusively by:
Summary of the objects of the charity set out in its governing document
1) organising an annual academic conference relating to ethnography in education;
- 2) supporting emerging ethnographic scholars and PhD students in developing their research methodologies and theories;
3) generating support networks and stimulate ethnographic research between academics working across relevant (social science and education) disciplines and areas of investigation.
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The Oxford Ethnography and Education Conference (OEEC) is held annually in September in Oxford, England over three days. The conference welcomes a wide range of experienced and inexperienced delegates from across the UK, the United States and North and South America, Europe and the Near and Far East including Australia.
The conference generates support networks and stimulates ethnographic research between academics working across relevant disciplines and areas of investigation.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
In particular we encourage emerging scholars and PhD students to attend the conference and develop their knowledge of research methodologies and theories. Emerging scholars and PhD students report that they find the small and supportive nature of the conference useful in developing their own research ideas and practice.
By running the conference and supporting both emerging and experienced scholars the charity has advanced education for the public benefit. When organising the conference the trustees have taken you have taken the Charity Commission’s public benefit guidance into account.
Additional details of objectives and activities (Optional information)
The trustees have agreed to build up a research development fund of up to £12,000. This fund may be used to support research projects that may not otherwise be funded or to offer PhD students a reduced conference fee rate. This meets the objects of the charity by supporting ethnographic scholars and PhD students in developing their research methodologies and theories.
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
-
Summary of the main • Ran an annual conference for 52 delegates working within the
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achievements of the charity field of ethnography and education
-
during the year
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Section E Financial review
OEEC continues to be dependent on delegates' registration as the main Brief statement of the source of income to sustain our activities. charity’s policy on reserves At the end of this financial year we were still awaiting a number of invoices relating to the 2022 conference totalling £1000-£1500.
To avoid closure if funding difficulties were to happen the trustees have agreed to keep up to £2,000 in reserves to ensure that main operations can continue for a period of 12 months in the event that unforeseen incidents occur, i.e. a drop in delegate registrations, additional trustee meetings if needed throughout the year, unexpected outgoings related to core activities.
Details of any funds materially in deficit
N/A
Further financial review details (Optional information)
-
You may choose to include • The charity’s principle source of funds comes from delegates
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additional information, where registration fees to take part in the annual OEEC conference
-
relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
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Signature(s)
Jonathan Tummons Full name(s) Shari Sabeti Position (eg Secretary, Chair, Secretary etc) Date 18th May 2023
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| Oxford Ethnography and Education Conference | Oxford Ethnography and Education Conference | 1160410 | |
|---|---|---|---|
| Receipts andpayments accounts | CC16a | ||
| 1.1.22 For the period from |
To | 31.12.22 |
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 25,362 166 - - - - 25,528 - - - 25,528 28 1,500 14,391 820 700 17,439 - - - 17,439 8,089 - 16,983 25,072 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
|---|---|---|---|---|---|
| Delegate registration and accommodation | 25,362 | - - - - - - - - - |
25,362 166 - - - - - 25,528 |
||
| Campus tour | 166 | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| Sub total(Gross income for AR) |
25,528 |
- | |||
| A2 Asset and investment sales, (see table). |
|||||
| - | - - - |
- - - |
|||
| - | - | ||||
| Sub total | - | - | |||
| Total receipts A3 Payments |
|||||
| - | 25,528 | - | |||
| - - - - - - - |
28 1,500 14,391 - 820 700 - - - |
||||
| Administrator expenses | 28 | ||||
| Administrator fee(self employed) | 1,500 | ||||
| Hire of rooms, accommodation and food (New College invoice) |
14,391 | ||||
| Stationary | |||||
| Trustee expenses | 820 | 8 | |||
| Website design Grants |
700 | 680 | |||
| 2,833 | |||||
| **Sub total ** | |||||
| - | 17,439 | 3,521 | |||
| A4 Asset and investment purchases, (see table) |
|||||
| - | - - - |
- - - |
|||
| - | |||||
| **Sub total ** | - | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||
| - | 17,439 | 3,521 | |||
| 8,089 | - |
8,089 |
- 3,521 | ||
| - | - - |
- 16,983 |
- | ||
| 16,983 | |||||
| 25,072 | - |
25,072 | 16,983 |
CCXX R1 accounts (SS)
15/06/2023
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Shari Sabeti Jonathan Tummons |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| Shari Sabeti | 18/05/2023 | ||
| Jonathan Tummons | 18/05/2023 |
CCXX R2 accounts (SS)
15/06/2023
2
Independent examinerfs report on the accounts Section A Independent Examiner s Report 31.12.22 Charlty no (If any) 1160410 ponslbllhl•s cl The (knnty's trustees (x¥Ier that an audit is not required for Ihls year tru81••¥ arbd •xamln•r under seC1K 144 of the Charilies Acl 2011 (the Charities Act) arKI that It ts my re¥)rThibility lo.. examir)e the aw)unts wKler 145 of the Charlties Act, to lolkw the wlureS laid in the gerwal Directi( given by Crity cnmissI( luThJer s8dM)n 1445Mb) of lh8 Charllies ACL arxl acwntlng re(lS kept by Ihe tharity and a c¥Jmparison of the accounts tru51ees c(ming any suth matters. The WlureS uThJertaken do not iTh•Je all the eVx1 that Thikl to ru1red in an audit. and and fairf view and ts rewt Is lknwted to IIx)8e malth Set In the •xamlnorfs statwnont 1. gives me rea8(th uSe lo believe that in, material respect, nply ryth the acc¢yJntirJ require5 of Ihe Chanties 2. to in my opinion. attentKJn Str1d be dra in order to enabbe a Sned.. 15.6.23 Relevant w0810nal qualfflcatlon(s) or body (If any): IER March 2012