**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 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 2. 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** 1 **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**