2025-12-03T04:25:40-07:00 2025-07-31 990 2024-08-01 986001339 MERTON COLLEGE MERT 1865276310 MERTON STREET OXFORD UK OX1 4JD CHARLES ALEXANDER FINANCE BURSAR 1865276310 2025-12-03 1 2024 2025-03-06 01:10:19Z Prof Jennifer Payne Merton College Merton Street Oxford Oxfordhsire UK OX1 4JD 25114408 0 X WWW.MERTON.OX.AC.UK X 1264 UK RESIDENTIAL HIGHER EDUCATION COLLEGE SUPPORTING TEACHING AND RESEARCH PROGRAMMES 54 11 0 0 0 0 829593 788476 9842109 10608580 4042662 3841496 8412794 9875856 23127158 25114408 1379231 1718983 0 0 9607100 13098784 0 0 820334 10994035 11427586 21980366 26245353 1146792 -1130945 526495030 560729601 3120606 3771145 523374424 556958456 RESIDENTIAL HIGHER EDUCATION COLLEGE SUPPORTING TEACHING AND RESEARCH PROGRAMMES 0 0 25425019 1718983 24325932 TEACHING AND RESEARCH PROGRAMMES 0 0 0 25425019 1 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 1 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 54 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X CHARLES ALEXANDER 1865276310 MERTON COLLEGE MERTON STREET OXFORD UK OX1 4JD JENNIFER PAYNE PROFESSOR 40 0 X X 234950 0 234950 CHARLES ALAN HEATHCOTE ALEXANDER MR 40 0 X X 201765 0 201765 MARK COOTE MR 40 0 X X 169907 0 169907 JANE CHARLOTTE GOVER DR 40 X X 165925 0 165925 JULIA CAROLINE WALWORTH DR 40 X X 161943 0 161943 TIMOTHY JOHN LIGHTFOOT MR 40 X X 152651 0 152651 JOHN STUART GJERS GLOAG MR 40 X 131413 0 131413 JOHN SAMUEL CHRISTOPHER EIDINOW FRIAR 40 0 X X 119466 0 119466 JUSTIN WHITE REV'D 40 X X 55751 0 55751 1393771 0 1393771 7 1 1 0 E W BEARD FARADAY ROAD SWINDON UK SN3 5JY CONSTRUCTION 1374388 SAVVY SPECIAL PROJECTS LTD BROOKSIDE COURT CUDDESDON ROAD HORSPATH OXFORD UK OX33 1JB CONSTRUCTION 1029897 RICHARD JOHN FRANCIS LTD 10 WATER EATON LANE KIDLINGTON OXFORDSHIRE UK OX5 2PP CONSTRUCTION 750708 AVIVA HEALTH UK LTD CHILWORTH HOUSE EASTLEIGH HAMPSHIRE UK SO53 3RY HEALTH INSURANCE 688808 OWLSWORTH IJP UNIT 2 PADDOCK ROAD COVERSHAM READING BERKSHIRE UK RG4 5BY CONSTRUCTION 572939 38 0 0 0 0 2655 785821 0 788476 Tuition Fees 611310 4102993 4102993 0 0 Residential Income 721000 6505587 6505587 0 0 0 0 0 0 10608580 3841496 3841496 0 0 0 0 0 0 0 0 0 0 5417119 0 0 0 5417119 0 5417119 5417119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Return applied to income 900099 4458737 4458737 0 0 0 0 0 0 4458737 25114408 24325932 0 0 0 0 0 0 1718983 1718983 0 0 1291560 1291560 0 0 0 0 0 0 8813936 8362620 0 451316 1239792 1154838 0 84954 635825 635825 0 0 1117671 1068557 0 49114 0 0 0 0 163270 163270 0 0 43804 43804 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 341142 329195 0 11947 915906 882721 0 33185 0 0 0 0 5983919 5983919 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29202 27875 0 1327 0 0 0 0 1595535 1595535 0 0 432732 432732 0 0 1922076 1733585 0 188491 26245353 25425019 0 820334 0 0 10526587 8022806 0 0 565048 716796 0 0 0 0 315913 274772 535511 516359 1497377 2122513 53889785 30069592 21180310 23820193 209044644 232945426 282829640 292310736 0 0 0 0 0 0 526495030 560729601 3120606 3771145 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3120606 3771145 X 0 0 0 0 523374424 556958456 523374424 556958456 526495030 560729601 X -1130945 20817616 0 -6136570 0 20033931 X 0 1 X 1 0 X 0 0 X X X 0 474371704 922543 30778424 2268527 14767325 3338411 485698408 423759730 2102235 69365147 2289729 14769584 3796095 474371704 410573873 406284 27036812 2058422 9807396 2391421 423759730 436201172 1938674 -14511585 1752357 8799534 2502497 410573873 360256306 2052260 89305412 1703265 9673152 4036389 436201172 0 0.95 0.05 0 0 0 0 0 48783277 0 26072791 22710486 0 0 0 0 5106508 0 3996801 1109707 0 0 0 0 23820193 0 0 Investment Land & Buildings 251418852 F Private equity 40891884 F 292310736 25114408 0 0 0 0 0 25114408 0 0 0 25114408 26245353 0 0 0 0 0 26245353 0 0 0 26245353 Schedule D, Part III, Line 1 The heritage assets held by the college comprise medieval manuscript books (328); medieval and early modern records of the college and its estates dating from the twelfth century (c10,000 pre-1800 items including deeds, surveys, court rolls, maps, and various other records); rare printed books (15th-19th centuries: c14,000; 20th-21st century: 3,500 rare editions and special copies); collections of personal papers (21 mixed-media collections); early astronomical instruments (5); 18th century globes (2); paintings, prints, and drawings (360); sculpture (23); historic table and chapel silver (16); miscellaneous historic furnishings (e.g. chests, clocks etc). Schedule D, Part III, Line 4 Heritage assets enable the College to fulfil its charitable objectives which are, for the public benefit, to advance education, learning, research and religion. Schedule D, Part V, Line 4 Endowment funds are deployed in support of the College and its charitable objectives. 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 published at www.merton.ox.ac.uk Schedule E, Part I, Line 4 the College does not collect or record data on ethnicity as provided under the Data Protection Act 2018 1 Europe (including Iceland and Greenland) 1 189 Program Services Higher education teaching and research 25425020 Europe (including Iceland and Greenland) 0 6 Fundraising 820333 1 195 26245353 Europe (including Iceland and Greenland) University of Oxford - Professorial 203092 Electronic Funds Transfer 0 1 0 Scholarships Europe (including Iceland and Greenland) 34 1257048 Electronic Transfer Tuition prizes Europe (including Iceland and Greenland) 172 42477 Electronic Transfer Student Research Europe (including Iceland and Greenland) 137 43804 Electronic Transfer Other research Europe (including Iceland and Greenland) 61 11947 Electronic Transfer Book Grants Europe (including Iceland and Greenland) 173 19911 Electronic Transfer Travel Grants Europe (including Iceland and Greenland) 63 41066 Electronic Transfer Accommodation Grants Europe (including Iceland and Greenland) 147 57078 Electronic Transfer Bursaries Europe (including Iceland and Greenland) 57 134067 Electronic Transfer Other Student Support Europe (including Iceland and Greenland) 234 143359 Electronic Transfer 0 0 0 0 0 0 Schedule F, Part I, Line 2 Grants are provided only to, or on behalf, of registered members of the College who are engaged in a course of study at the University of Oxford and who have obtained academic testimonials or who are members of faculty at the University of Oxford X 1 1 X 0 0 0 0 0 0 0 0 0 JENNIFER PAYNE PROFESSOR 205747 0 0 0 29203 0 0 0 0 0 234950 0 0 0 CHARLES ALAN HEATHCOTE ALEXANDER MR 201765 0 0 0 0 0 0 0 0 0 201765 0 0 0 JOHN STUART GJERS GLOAG MR 116811 0 0 0 14601 0 0 0 0 0 131412 0 0 0 MARK COOTE MR 148669 0 0 0 21238 0 0 0 0 0 169907 0 0 0 JULIA CAROLINE WALWORTH DR 142032 0 0 0 19911 0 0 0 0 0 161943 0 0 0 JANE CHARLOTTE GOVER DR 147341 0 0 0 18584 0 0 0 0 0 165925 0 0 0 TIMOTHY JOHN LIGHTFOOT MR 134067 0 0 0 18584 0 0 0 0 0 152651 0 0 0 JOHN SAMUEL CHRISTOPHER EIDINOW FRIAR 104865 0 0 0 14601 0 0 0 0 0 119466 0 0 0 Schedule J, Part I, Line 1a The individuals listed on Form 990 Part VII section A Line 1A are provided with college accommodation or alternative a housing allowance according to the College's written policies. Schedule J, Part I, Line 3 Compensation for all Officers is determined by a Remuneration Committee comprising an independent chairperson and up to three other independent members and three independent trustees. The Committee uses comparative data drawn from the University sector and other relevant data to frame decisions. Form 990, Part VI, Section B, Line 11b Form 990 is reviewed and signed by the Finance Bursar as the responsible College Officer Form 990, Part VI, Section B, Line 12c The Conflict-of-interest policy requires notification to the convenor of Trustees of any interest arising at any time and withdrawal of any interested party from any discussion or decision relating to interest. Form 990, Part VI, Section B, Line 15 Compensation of all Officers is determined by a Remuneration Committee comprising an independent chairperson and up to three other independent members and three independent Trustees. The committee uses comparative data drawn from the University sector and other relevant data to frame decisions. Form 990, Part VI, Section C, Line 19 The Governing documents, policies and financial statements of the College are published under the freedom of information scheme through the website at www.merton.ox.ac.uk Form 990, Part XI, Line 9 Legacies & Donations Received ($3,619,820), plus restricted funds income ($1,999,820) less restricted funds expenditure ($2,268,527) less endowment return applied to income ($3,720,702) less endowment fund expenditure ($3,338,411) plus revaluation of assets (£1=1.28420 to £1=1.32740 ($23,742,687)) equals other charged in fund balances total ($20,033,931)