2025-03-31-accounts - Oxford Academic Health Partners

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Trustees’ Annual Report for the period

1 APRIL 2024 to 31 MARCH 2025

Charity name: OXFORD ACADEMIC HEALTH PARTNERS

Charity registration number: 1174725

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To advance health by clinical and medical research, clinical care, education and training to provide solutions so that clinical research breakthroughs lead to direct clinical benefits.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	OAHP will support its purpose through providing grant funding, and hosting functions that fulfil its objectives and the provision of services.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees confirm that they have not varied the constitution of the Charity and therefore as assessed by the Charity commission at formation, comply with PB1 of the Guidance. We also confirm that in preparing this report we have operated OAHP with due regard to Guidance PB2 ensuring that all steps taken to achieve public benefit have been for a charitable purpose.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	No grants were made during this period.
Policy on social investment including program related investment	Para 1.38	OAHP is not intending to use Social Investment as a route to achieve its goals.
Contribution made by volunteers	Para 1.38	OAHP is not using volunteers to undertake charitable activities.
Other

OAHP Annual Report 2024-2025 OAHP ANNUAL REPORT FOR 2024 2025

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	£20,000 was granted to the Charity in March 2024 by the Board of the Oxford Academic Health Partners to support the development of the Nursing, Midwifery, Allied Health Professions and Psychology (s) NMAHPPs workforce with a focus on research capacity and capability and delivery of improvements in patient care. (This is a key objective for the Oxford Academic Health Partners an Academic Health Science Centre [AHSC]) A working group was established to plan for the event planned for Wednesday 2 July 2025. Planning meetings involving Oxford University, Oxford University Hospitals, Oxford Health and Oxford Brookes University took place throughout the later months of 2024 and January, February and March 2025 and the ‘bones’ of the Conference and its content were agreed. The call for Abstracts was made in February 2025. The main work took place after the end of the financial period being reported on but it was clear from the outset that the Conference would be very popular.

		The main work took place after the end of the financial period being reported on but it was clear from the outset that the Conference would be very popular.
Additional information (optional) You may choose to include further statements		where relevant about:
Achievements against objectives set	Para 1.41	Further information on the Conference can be seenhere in advance of the full report to be made for the financial year 2025/2026. The focus on NMAHPPs is fully aligned with the purpose of the Charity and the goals of the Oxford Academic Health Science Centre, also known as the Oxford Academic Health Partners (OAHP)
Performance of fundraising activities against objectives set	Para 1.41	n/a
Investment performance against objectives	Para 1.41	n/a
Other		n/a

Financial Review

Review of the charity’s

Para 1.21 The charity is in a strong financial position at

OAHP Annual Report 2024-2025 OAHP ANNUAL REPORT FOR 2024 2025

financial position at the end of the period		the end of the financial year with contributions from individual partners being made towards the cost of the conference planned for 2 July 2025. The Conference will be delivered at no cost to individual participants and future events are being considered.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	n/a
Amount of reserves held	Para 1.22	n/a
Reasons for holding zero reserves	Para 1.22	n/a
Details of fund materially in deficit	Para 1.24	n/a
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	n/a

Explanation of any uncertainties about the charity continuing as a going concern Para 1.23	Explanation of any uncertainties about the charity continuing as a going concern Para 1.23	n/a
Additional information (optional) You may choose to include further statements		where relevant about:
The charity’s principal sources of funds (including any fundraising)	Para 1.47	Funds are made available to the Charity through donations from the individual partners of the Oxford Academic Health Partners, the Academic Health Science Centre.
Investment policy and objectives including any social investment policy adopted	Para 1.46	n/a
A description of the principal risks facing the charity	Para 1.46	n/a
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g. unincorporated association, CIO)	Para 1.25	CIO
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more	Para 1.25	Trustees are nominated by the corporate bodies that make up the Oxford Academic Health Partners (AHSC) and (from 1 September 2024) the AHSC itself totalling six in number. All Trustees are members of the Board of

OAHP Annual Report 2024-2025 OAHP ANNUAL REPORT FOR 2024 2025

trustees		the Oxford Academic Health Partners (the AHSC)
Additional information (optional) You may choose to include further statements		where relevant about:
Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	Oxford Academic Health Partners
Other name the charity uses	n/a
Registered charity number	1174725
Charity’s principal address	c/o Joint Research Office, OUH Cowley Oxford OX4 2PG Correspondence Megan Turmezei, 16 Ashlong Road, Oxford OX3 0NH

OAHP Annual Report 2024-2025 OAHP ANNUAL REPORT FOR 2024 2025

Names of the charity trustees who manage the charity (current on 1 January 2026)

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
Prof Sir Jonathan Montgomery	Chairman of the Board	From 1 September 2024	Oxford Academic Health Partners(AHSC)
Prof Astrid Schloerscheidt	Pro Vice Chancellor, Oxford Brookes University	From 1 August 2024	Oxford Brookes University
Mr Simon Crowther	Interim Chief Executive Officer, Oxford University Hospitals NHS FT		Oxford University Hospitals
Grant Macdonald	Chief Executive Officer, Oxford Health NHS FT	From 1 January 2025	Oxford Health NHS FT
Prof Gavin Screaton	Head of Medical Sciences Division, Universityof Oxford		University of Oxford
Prof Gary Ford	Chief Executive Officer, Health Innovation Oxford and Thames Valley		Health Innovation Oxford and Thames Valley (HIN)

– Corporate trustees names of the directors at the date the report was approved Director name Sir Jonathan Montgomery Prof Astrid Schloerscheidt Simon Crowther Grant Macdonald Prof Gavin Screaton Prof Gary Ford

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
n/a

Funds held as custodian trustees on behalf of others

Description of the assets n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a safe custody and

OAHP Annual Report 2024-2025 OAHP ANNUAL REPORT FOR 2024 2025

segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Additional information (optional) Names and addresses of advisers (Optional information)	Additional information (optional) Names and addresses of advisers (Optional information)	Additional information (optional) Names and addresses of advisers (Optional information)
Type of adviser Name Address




Name of chief executive or names of senior staff members (Optional information)

n/a

Exemptions from disclosure

Reason for non-disclosure of key personnel details

n/a

Other optional information

n/a

OAHP Annual Report 2024-2025 OAHP ANNUAL REPORT FOR 2024 2025

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

----- Start of picture text -----
Signature(s)
Mogan, Lucmere
qi
Full name(s) Sir Jonathan Montgomery Megan Turmezei
OO
Position (e.g. Chair Secretary
Secretary, Chair, etc)
Date
26 January 2026 26 January 2026
|
----- End of picture text -----

OAHP Annual Report 2024-2025 OAHP ANNUAL REPORT FOR 2024 2025

OAHP Annual Report 2024-2025 OAHP ANNUAL REPORT FOR 2024 2025 8

Charity Name No (if any) OXFORD ACADEMIC HEALTH PARTNERS 1174725 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01-Apr-24 31-Mar-25 Section A Receipts and payments Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Receipts 32,775 Partner contributions for conference costs 12,000 - - 12,000 - Payment made to keep bank account alive [ 5 ] - - 5 - - - - - - Sub total (Gross income for AR) [ 12,005 ] - - 12,005 32,775 ~~—====~~ A2 Asset and investment sales, (see table). n/a - - - - - - - - - Sub total - Total receipts 12,005 - - 12,005 32,775 ~~SSS=~~ A3 Payments Reimbursement of payment made to keep bank account current 5 - - 5 - Bank charges 60 - - 60 - Payment of invoice for Lanyards for NMAHPPs conference - Gifts2Impress 597 - - 597 - - - - - - Sub total [ 662 ] - - 662 - ~~————~~ A4 Asset and investment purchases, (see table) n/a - - - - - - - - Sub total [ - ] - - - - ~~S~~ Total payments ~~655~~ 662 - - 662 - Net of receipts/(payments) 11,343 - - 11,343 32,775 A5 Transfers between funds - - - - - A6 Cash funds last year end 32,775 - - 32,775 - Cash funds this year end_ ~~SSSS~~ 44,118 - ~~S544~~ - 44,118 32,775

CCXX R1 accounts (SS)

26/01/2026

Section B Statement of assets and liabilities at the end of the period ~~ee~~	Section B Statement of assets and liabilities at the end of the period ~~ee~~	Section B Statement of assets and liabilities at the end of the period ~~ee~~	Section B Statement of assets and liabilities at the end of the period ~~ee~~	Section B Statement of assets and liabilities at the end of the period ~~ee~~
			Unrestricted Restricted	Endowment
Categories	Details		funds funds	funds
			to nearest £ to nearest £	to nearest £
B1 Cash funds	Balance at year end		44,118 -	-
	*Total cash funds*	*Total cash funds*	44,118 -	-
	(agree balances with receipts and payments	(agree balances with receipts and payments
	account(s))		OK OK	OK
			Unrestricted Restricted	Endowment
			funds funds	funds
	Details		to nearest £ to nearest £	to nearest £
B2 Other Monetary Assets	n/a - - - Fund to which asset belongs Cost (optional) Current value (optional) Details ~~0s~~ ~~0s~~ ~~	~~
B3 Investment assets B4 Assets retained for the charity’s own use	- - - Fund to which asset belongs Cost (optional) Current value (optional) n/a - - - Fund to which Amount due When due n/a Details ~~Po~~ ~~	~~ ~~	~~
B5 Liabilities	liability relates (optional) n/a - Details ~~a~~			(optional)
Signed by one or two trustees on behalf of all the trustees	Signed by one or two trustees on Signature		Print Name	Date of approval
	ot
			SIR JONATHAN MONTGOMERY	26-Jan-26
	Mogan,Lucmeres
			MEGAN TURMEZEI	26-Jan-26
Signed by
Sir Jonathan Montgomery	Trustee and Chair of the OAHP Board
Megan Turmezei	Advisor to the Charity and Secretary to the Board

CCXX R2 accounts (SS)

26/01/2026