2023-12-31-accounts

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

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.

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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:

• policy on grantmaking;

• policy programme related investment;

• contribution made by volunteers.

TAR

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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

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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

• 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

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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 1160410 Receipts and payments accounts CC16a For the period 1.1.23 31.12.23 To from

Section A Receipts and payments

A1 Receipts Delegate registration and accommodation 26,289 Campus tour 165 Wine reception sponsorship 300 - - - - 26,754 - - Sub total - Total receipts 26,754 A3 Payments Administrator expenses - Administrator fee(self employed) 1,750 19,960 Stationary Trustee expenses 1,329 Website design 730 Grants New College Deposit for 2025 1,500 Sub total 25,269 - - Sub total - Total payments 25,269 Net of receipts/(payments) 1,485 A5 Transfers between funds - A6 Cash funds last year end 25,072 Cash funds this year end 26,557 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). Hire of rooms, accommodation and food (New College invoice) A4 Asset and investment purchases, (see table)	to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 26,289 165 300 - - - - 26,754 - - - 26,754 - 1,750 19,960 - 1,329 730 - 1,500 - 25,269 - - - 25,269 1,485 - 25,072 26,557	Last year to the nearest £
		-	26,289	25,362
		-	165	166
		-	300
		-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	26,754	25,528
		-	-
		-	-	-
		-	-	-
		-	26,754	25,528
		-	-	28
		-	1,750	1,500
		-	19,960	14,391
		-	-
		-	1,329	820
			730	700
		-	-
			1,500
		-	-
		-	25,269	17,439
		-	-
		-	-
		-	-	-
		-	25,269	17,439
	-	-	1,485	8,089
	-	-	-	-
	-	-	25,072
	-	-	26,557	16,983

Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period
Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use	Details Details Details Details Details Total cash funds (agree balances with receipts and payments account(s))	to nearest £ - - - Agreement Error to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates	to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional)	to nearest £ Endowment funds
				-
				-
				-
				-
				OK
				to nearest £ Endowment funds
				-
				-
				-
				-
				-
				-
				Current value (optional)
				-
				-
				-
				-
				-
				Current value (optional)
				-
				-
				-
				-
				-
				-
				-
				-
				-
				When due (optional)
			-
			-
			-
			-
			-

Signed by one or two trustees on behalf of all the trustees

Signature

Print Name

Date of approval

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ members of

Charity Name

Oxford Ethnography and Education Conference

On accounts for the year 31.12.23 ended Set out on pages 1-8

Charity no 1160410 (if any) (remember to include the page numbers of additional sheets)

Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity’s trustees consider that an audit is not required for this year trustees and examiner under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

• examine the accounts under section 145 of the Charities Act,

• to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and

• to state whether particular matters have come to my attention.

Basis of independent examiner’s statement

• My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

In connection with my examination, no matter has come to my attention

• Independent In connection with my examination, no matter has come to my attention

• examiner's statement 1. which gives me reasonable cause to believe that in, any material respect, the requirements:

  • to keep accounting records in accordance with section 130 of the Charities Act; and

  • to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act

  • have not been met; or

• to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

• Please delete the words in the brackets if they do not apply.

Signed: Chris Fitzgerald Date: 15.9.24 Name: Chris Fitzgerald Relevant professional qualification(s) or body (if any): Address: Department of Psychology, Sociology and Politics, Faculty of Development

March 2012

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IER

and Society, Sheffield Hallam University, Heart of Campus, Sheffield, S10 2LD

Section B Disclosure

Only complete if the examiner needs to highlight material problems.

March 2012

2

IER

Give here brief details of any items that the examiner wishes to disclose .

March 2012

3

IER