## **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**
**1**
## **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**
**2**
|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**
**3**
|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**
**4**
**Names of the charity trustees who manage the charity (current on 1 January 2026)**
|1
2
3
4
5
6|**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**
**5**
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**
**6**
## **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**
**7**
**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
1
|**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~~|**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
2