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2025-03-31-accounts

Magdalen College Trust CIO – Registered Charity number 1161056 – Report for 2024-2025

In the past year the Magdalen College Trust has made awards to the following organisations:

Trinity
2024
Cause / Charity Grant £
Edge Housing 500
Radley CE Primary School 250
The Maple Tree Children’s Centre Charity 500
Free to be Kids 750
Music at Oxford 750
Carswell Community Primary School 500
Macmillan Cancer Support 500
Keen Oxford 500
My Life My Choice 400
Oxford City Farm 750
Outreachy 750
Subtotal 6150
Michaelmas
2024
South Oxford Adventure Playground 300
Oxfordshire Mind 400
Oxford Clinical School Society of Lifestyle Medicine 500
East Oxford Primary School 350
The NewGround Foundation 500
Story Museum 400
Patchwork Foundation 500
The Tingewick Society 500
AIMS
https://www.aimscharity.org/
500
Home Start Oxford 400
Jacari 500
South Central Ambulance Charity 500
Oxford Refugee Health Initiative 500
Subtotal 5850
Hilary
2025
Oxford Mutual Aid 1000
JACT Latin Summer School 500
Asylum Welcome 1000
Romsey Young Carers (RYC) 1000
Amateur Entomologists'Society 1000
River Action UK 500
**Subtotal ** 5000

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Total 17000

Bids were received from JCR, MCR, and SCR members, and were considered by the MCT Committee in light of the MCT’s objectives:

(2) The Objects of the Charity are to advance education and to advance citizenship and community development by encouraging, facilitating and providing opportunities for the full participation in charitable activities, and in the management of charitable activities, by the present and former members of the Governing Body, Supernumerary Fellows and Students of the College.

PDB RJCG ADB 8/10/2025

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Registered Charity the Magdalen College Trust CIO Number 1161056

MAGDALEN COLLEGE TRUST

ACCOUNTS

For the year ended 31 March 2025

Page 1

MAGDALEN COLLEGE TRUST

RECEIPTS AND PAYMENTS ACCOUNT

For the year ended 31 March 2025

2025 2024 2023
£ £ £
INCOME
Donations and subscriptions:
Legacy
General Donations 123 143 156
Junior, Middle and Senior Common Rooms
6,105.00
5,522.50 6,847.14
Gift Aid 0 0 0
------------ ------------
6227.55 5,665.50 7,003.14
Income from investments 13,014 12,834 10,772
Interest (CAF Bank) 17.02 3.60
------------ ------------ ------------
Total income 19,258.91 18,499.50 17,775.14
EXPENDITURE
Grants 15,250 11,100 19,000
Sundry Expenses 0 0 0
Bank Charges 60 15 0
------------ ------------ ------------
15,310 11,115 19,000
------------ ------------ ------------
SURPLUS FOR THE YEAR 3,949 7,385 -1,225
======= ======= =======

Page 2

MAGDALEN COLLEGE TRUST

STATEMENT OF ASSETS AND LIABILITIES AS AT 31 MARCH 2025

2025
2024
£
Investments, at cost
(Note 3)
42,398
42,398
Investments, current value
Debtors
Magdalen College
0
0
Income Tax recoverable$ 0
0
Less provision
----------
----------
Balances with bankers:
NatWest Current Account
45,624
42,471
CAF Bank Account
755.62
15,928.60
Total cash held, March 31st 2025
46,380
2023
2024
£
42,398
332,225.35 (2018 prices)
0
0
---------
35,043

Paul Billingham .................................................................

F. D. Rose………………………………………..…

Dated ………………………………..

Magdalen College Trust Bank transactions Y/E 31 March 2025

Receipts

Donations NatWest Account
date
J.G.Studholme
1.5
J.J.Fletcher
3.6
K.M.Carlisle
2.1
TOTAL INCOME (NatWest)
Expenditure NatWest Account
Donations CAF Account
£
Dividends NatWest Account
date
Scottish American
11.4

1.05
Merchants Trust
23.5

0.50
Witan
7.6

1.00
Scottish American
20.6
JPMF
1.7
Merchants Trust
30.8
Witan
13.9
Scottish American
19.9
JPMF
1.10
Merchants Trust
21.11
Scottish American
12.12
Witan
27.12
JPMF
2.1
Merchants Trust
24.3
Witan
31.3
Magdalen College
20.3
2.55
19,121.89
0
Opening Balance NatWest

10
Total Income NatWest

10
Expenditure NatWest

10

10

10
Closing Balance NatWest

10

10

10

10
Opening Balance CAF Bank

10
Total Income CAF Bank

10
Expenditure CAF Bank

10
120
Closing Balance CAF Bank
0

7.20
Total income

5.14
Total expenditure

4.22
Surplus (Deficit)

0.46
17.02

18.12

18.12

18.12

21.11

18.12

21.11

21.11

31.5

30.5

14.1

21.11

21.11

21.11

3.6

30.5

28.5

18.12

18.12

18.12

28.5

19.12

18.12

28.5

21.11

18.12

19.12

18.12
15250
60
£
Dividends NatWest Account
date
Scottish American
11.4

1.05
Merchants Trust
23.5

0.50
Witan
7.6

1.00
Scottish American
20.6
JPMF
1.7
Merchants Trust
30.8
Witan
13.9
Scottish American
19.9
JPMF
1.10
Merchants Trust
21.11
Scottish American
12.12
Witan
27.12
JPMF
2.1
Merchants Trust
24.3
Witan
31.3
Magdalen College
20.3
2.55
19,121.89
0
Opening Balance NatWest

10
Total Income NatWest

10
Expenditure NatWest

10

10

10
Closing Balance NatWest

10

10

10

10
Opening Balance CAF Bank

10
Total Income CAF Bank

10
Expenditure CAF Bank

10
120
Closing Balance CAF Bank
0

7.20
Total income

5.14
Total expenditure

4.22
Surplus (Deficit)

0.46
17.02

18.12

18.12

18.12

21.11

18.12

21.11

21.11

31.5

30.5

14.1

21.11

21.11

21.11

3.6

30.5

28.5

18.12

18.12

18.12

28.5

19.12

18.12

28.5

21.11

18.12

19.12

18.12
15250
60
£

648.47

426

604

588.74

2907.78

432

700

605.80

1692.45

438

631.41

604.62

1692.45

438

604.62
13,014.34

6105
6105.00
£
26,502.24
19,121.89
0.00
45,624.13
15928.60
137.02
-15310
755.62
19,258.91
-15,310.00
3,948.91
Opening Balance NatWest
Total Income NatWest
Expenditure NatWest
Closing Balance NatWest
Opening Balance CAF Bank
Total Income CAF Bank
Expenditure CAF Bank
Closing Balance CAF Bank
R Gilbert
3.4
R Gilbert
3.5
R Gilbert
3.6
R Gilbert
3.7
R Gilbert
3.8
R Gilbert
3.9
R Gilbert
3.10
R Gilbert
4.11
R Gilbert
3.12
R Gilbert
3.1
R Gilbert
3.2
R Gilbert
3.3
Total donatons CAF Account
Transfer from NatWest Account
Interest CAF Account
26.6
26.9
27.12
26.3
Total interest CAF Account
Expenditure CAF Bank
AIMS
500
Clinical School Society of Lifestyle
Medicine
500
East Oxford Primary School
350
Free to be Kids
750
Home Start Oxford
400
KEEN
500
Macmillan Cancer Support
500
MAP
1000
Mid-Cheshire Foodbank
500
Music at Oxford
750
My Life My Choice
400
OCC Edge Housing
500
OCC Radley C of E Primary
250
Oxford City Farm
750
Oxford Mutual Aid
1000
Oxford Refugee Health Initiative
1000
Oxford Refugee Health Initiative
500
Oxfordshire Mind
400
Patchwork Foundation
500
Riverside Counselling
500
South Central Ambulance Charity
500
South Oxford Adventure Playground
300
The Amateur Entomologists
1000
The Maple Tree
500
The Newground Foundation
500
The Story Museum
400
The Tingewick Society
500
Total Charitable Expenditure (External Donations)
Banking Charge (£5 per month)
Total income
Total expenditure
Surplus (Deficit)