**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
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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** **TAR** March **2012** 1 ## **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; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - 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. **TAR** March **2012** 2 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: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. **TAR** March **2012** 3 Section D Achievements and performance - **Summary of the main** • Ran an annual conference for 52 delegates working within the - **achievements of the charity** field of ethnography and education - **during the year** **TAR** March **2012** 4 ## **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 - additional information, where registration fees to take part in the annual OEEC conference - relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - 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** **TAR** March **2012** 5 **Signature(s)** Jonathan Tummons **Full name(s)** Shari Sabeti **Position (eg Secretary, Chair,** Secretary **etc) Date** 18th May 2023 **TAR** March **2012** 6 |**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 w￿lureS laid in the gerwal Directi(￿ given by C￿rity c￿nmissI(￿ 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 W￿lureS uThJertaken do not iTh•Je all the eVx1￿ that *Thikl to r￿u1red 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¢yJntir*J require￿￿5 of Ihe Chanties 2. to in my opinion. attentKJn Str￿1d be dra￿ in order to enabbe a S￿ned.. 15.6.23 Relevant w0￿810nal qualfflcatlon(s) or body (If any): IER March 2012