Charity regi¥tration nurnber 270869 (England and Wal￿>
Company regostratlon number 01264050
OXFORD KIDNEY UNIT TRUST FUND LIMITED
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MAY 2025

OXFORD KIDNEY UNIT TRUST FUND LIMITED
LEGAL AND ADMINISTRATIVE INFORMATION
Trustoès
Dr P Mason
Dr E Sharples
Mrs D Grove
Dr U Ud8yar8j
Mf S Pangu
Dr R Haynes
Dr T Connor
Dr C Wnearfs
Mr5 A Thomley
Mrs C Turner
Dr J Macanovi¢
Mf W Bamett
Mf R Adair
(Appointed l July 20241
(Appointed 1 July 20241
S•er•tary
Mrs C De￿on
Charlty number
270869
Company number
01264050
R•gl$t•r•d offl¢•
Oxford Kidney Unit Office
churchhill Ho4)6ts1
Headin9ton
Oxford
OX3 7LE
Ind•pend?nt •xamlnèr
Gravita Avdil Oxford LLP
First Floor. Pa￿ Central
4041 PadK End Slre*l
Oxford
OX1 1JD

OXFORD KIDNEY UNIT TRUST FUND LIMITED
CONTENTS
Page
Tnjstees. feport
Independent examiners report
Statement of financjal activities
Balance sheet
Notes lo the fin8n¢ial stslemenls
8-16

OXFORD KIDNEY UNIT TRUST FUND LIMITED
TRUSTEES, REPORT (INCLUDING DIRECTOR'S REPORT)
FOR THE YEAR ENDED 31 MAY2025
The trustees present their annual report and finanaal statements for the year ended 31 May 2025.
The financial statements have been prepared in accordanc£ with the accountsng poliaes set out in note 1 to the
financial statements and compty wrth the charity's governing document. the Cornpanie5 Act 2006 and 'A¢counting
and Reporting by Ch8rities.' Statement of Recommended Pracb'oe applicable to Char￿eS preparing their aocounls in
accordance with the Finan￿81 Reporting Standard appltsble in the UK and Republic of Iieland IFRS 1021"
leffective 1 January 20191.
Oblectlves and actlvltles
The principal activity of the ¢omp8ny 1$ that of 8 ¢hawty, e$tsbli$hed for the ad¥an¢em&nl and edu¢8lion and other
purposes bÈnefioal to the communrty and in partthlar lor Ihè followin9 reasons.
The advancement and promotion ol medical ￿searCh ￿10 renal diseases, their complications, and treatment.
The dissernination of the results of such research by all possible means and as widety as possible to all who can
benefit from rt in any manner possible.
To promot¥ int8r$$l In reno1 disease and kidney failure to individual$ and the publi¢ al large.
To operate by itseK or wth other establishments lor charitable purposes. to promote the objects ol the charity by co-
operating with a variety of sources and publicty bul not carrying oul any trading act of a pemianenl nature.
To make any ¢h8ritable donation either in ¢ash or 8$$tr1s which Ihtr tharity 8ee8 fit.
The chadty has the general aim ol conlnbubng to the quality of life of patients under the care of the Oxford Kidney
Unit and its satellrte unrts in Mitton Keynes. High ￿CoMbe, Swindon, Stoke Mandeville, The Horton. 8anbury, and
future planned satellites.
Expenditure on the charity's a￿1VI￿&s is detemiined ty discussion with Ihtr truststrs. hospit81 senior nur8es, and any
other inlere$led parties.
Th¥ trusle8s havè paid due re9art1 to 9ui08n¢* issued by Ihe Chgnty Commission in de¢iding what 8¢¢lvitigs the
charity should undertake.

OXFORD KIDNEY UNIT TRUST FUND LIMITED
TRUSTEES, REPORT (INCLUDING DIRECTOR'S REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MAY2025
Achlevom•nts and p•rfomaneè
During the course of the year, the chartty has been able to pay for equiprnent from both the general and specific
funds. The largest of these spends were £8,633.52 lor a bladder scanner. £12,784.56 for a youth workei in South
Africa and £50,000.00 to support the Bntish Transplant Ga￿s.
In addition, the funds We￿ able to support staff education and training throughout the year. This included
attendance at the ISPO Conference. Renal PhaM￿cY Group Conference. Solid Organ Transplant Pharmacy
AsSQCl8tion M8Sterclass and VK btidney Week attend8nce for 5 staff. This totslled £5.021.97 over the ye8r.
We were also able to lun¢J 4 Ilights for young adult pab.ents to attend the Cape Town Cycle Ride at a total of
£4.225.22, to raise money for the Young Adum Clini¢.
Flnancial review
Undèr thé M¥moiandum and Art￿&$ of Associat￿n, lh& tru$l8è$ havè th¢ pwr to Invèst in su¢h a$$et$ 8$ thèy
see fit.
The Fund's investments include quoted investments. treasury st¢x*. and cash deposts which the trustees consider
to be in line wth the charity's inveslment objectives. The investrnenl portfolio is presentty categorised by their
investrnenl rnanager as having a balanced investmenl objective and mediurn level of risk.
£1.654,311 of the lolal inve$lm&nl$ ol £4,770,369 is held in bonds. The ￿$1 is invested In equili&$ and other
investments wrth a view to compensating for inflation pending expendilure of future projects.
The charity does not invest in any company vthKh the trustees ¢￿sider detrimental to socjety. the environment. or
on ethical grounds.
Don8li¢ns and lega¢i&$ are the prinuple continuing source of lunds, the olh&rs ￿1$1* lo inv&slmenl incom*.
Durfng the year, the charity received £33,141 in legaaes and donat*)ns12024'. £49.1241.
Inve5trnent income increased from £8S.149 in 2024 to £87.931 in 2025.
Over811, the lolal in¢oming rtrsour¢e$ detreased from £134.273 in 202410 £121,072 in 2025.
Included In resources exp6nded a￿ the follwng costs..
Portfolio management fees increased from £28,022 in 2024 10 £34.636 in 2025. The portfolio charges are 0.7Vo of
the lolal investments.
Support ￿$19 in¢re8$ed from £6,382 in 2024 to £8,770 in 2025.
Governance costs decreased from £6,5(￿) in 2024 to £6,019 in 2025.
Overall, total resources expended in ihe year decreased from £648.231 in 2024 to £82,176 in 2025.
Nel income before other recognised gains and losses for 2025 was a surplu5 of £38.89812024.. A loss of £513.9581.
Thè gainslllossesl on investment movements for 2025 anK)unted to a gain of £202.09812024." A gain of £310,243).
The total net income for the year was £240,99412024.' A deficit of £203.7151.

OXFORD KIDNEY UNIT TRUST FUND LIMITED
TRUSTEES, REPORT (INCLUDING DIRECTOR'S REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MAY2025
R•s•rv•s polley
It is the policy of the charity that unrestricted funds whth have nol been designated for a specific use should be
maintained at a level equivalent to belween three and six month's expenditure. The trustees consider that reserves
al this level will ensure that. in the event ol 8 significant drop in ftjnding. they will be able to Conb'nug the charity's
cuir8nt activitl8s while consideiabon is given to ways in vthith addrtional funds may be raised. This level of reserves
has been maintained throughout the year. As at 31 May 2025, unrestricted funds were £3,862,714 12024."
£3,621,720).
Structure, governance and management
Govemlng Document
The charity is controlled by its goveming document. a deed of twst, and constitutes a limited company, limited by
guarantee, as defined by the Companies Acl 20(
The trustees, who are also the directors for the pU￿ose of company law. and who served during the ye8r and up to
the dale of signature of the finanrjal stslemenls were..
Dr P Mason
Dr E Sh8rple$
Mrs D Grove
Dr U Udayaraj
Mr S Pangu
Dr R Haynes
Dr T Connor
Dr C Wnearts
Mrs A Thornl&y
Mr J Leach
Mrs C Tumer
Dr J Macanovic
Mrw Barnett
Mr R Adair
(Resigned 4 November 20241
(Appointed 1 Juty 20241
(Appointed 1 Juty 20241
Appolntm•nt of Tru8té••
The board ol Trustees comprise renal cOnsu￿nts.. the Matron for Haemodiatysis and CAPD., and 4 patient
representatives. At each annual general meeting. one third of the members of the Board ol Trustees retire from
office and by agreemenl, have Ihe opportunty to be reolected. This is in accordance with the Articles of
Association.
Organiaatlon
Thè board of directois (who are thè trustees) administer the charity. Thè board meèts twice a year (which includes
an annual general meeting). The day to day operab.ons of the charity are delegated to and managed by the
secretary under the direction of the chair. The chair and secretary meet at regular intervals to monitor ongoing
operations and discuss future plans.
Trustee Inductson and Trainin9
Trustees receive a Copy ol the Memorandufn and Artides of Association together Wth the Charity Commission
leaflet on the responsibilrtie5 of trustees. The majotity of the trustees are ffledical consultants and consequently
would be qurte familiar VAth the charrty objectives. The olher trustees are gui¢Jed by advice from the consultants.
Ongoing training needs are addressed as and when required.
Related Partles
The charity is an independent trust ftjnd vthith 15 adminislered within the Oxford Kidney Unit.

OXFORD KIDNEY UNIT TRUST FUND LIMITED
TRUSTEES, REPORT (INCLUDING DIRECTOR'S REPORT) (CONTINUED)
FOR THE YEAR ENDED 31 MAY2025
Rlsk Managtment
The trustees activety review the major risks which face the charity on a regular basis and believe that the trust.
having adequate free resources. combined with an annual review ol key financial controls will provide sufficient
safeguards in the event of adverse conditions. The truslees have also examined other operab'onal and business
risks which f8ce the charity and confirm that they have established systems to rnity'gate them.
The charity does not hold fundraising events and consequentty risk from fi￿ and health and safety is reduced. A
reserves policy has been set up to manage financial risk and is regularty rewewed ty the tnjstees.
The trustees have delegated investment powers to Bardays Weatth. The truslees mJintsin regular contsct with
Barclays Wealth lo discuss the performance and luture requirement5 of the charity. B8rcl8ys Wealth h85 a number
of poliaes in place to ensure that any risks they face are managed Efficientty. These include the following.
Clients INho make use ol Barcjays Weatth's nominèè services have their stock registered in the name of
one of Barclays Weatth's nominee CoMpan￿s. The nominee companies are exclusive￿ non-trading
companies as their sole purpose is to hold securities on behaK of their client. These securities are covered
by the FSA Investors. Compensation Services.
Barclays Wealth also carries Professional Indemnity and Comprehensive Crime insurance that provides
additional cover of up to £20 rnillion lor each and every daim in the event of clients, Stock being
misappropriated. In addition, should a daim exceed this figure then Barclays Wèalth also has thè potential
protection ol its parent company's Cnme and Civil Liability Insurance Policy.
Transactions can On￿ take place be authonsed inslnJclion. It is a fequirement that all movements of stock
to and from Barclays Weatth cuslodians a￿ onty affected on authorisation by aulhorised personnel.
The trustees. report was approved by the Board of Trustees.
Dr P Mason
Truste•
Date..
2711012025

OXFORD KIDNEY UNIT TRUST FUND LIMITED
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF OXFORD KIDNEY UNIT TRUST FUND LIMITED
I report to the trustees on my examinabon of the financial statements of Oxford lQ"dney Unrt Trust Fund Limited (the
charityl for the year ended 31 May 2025.
Responsibilities and basis of report
As the trustees of the charity land also rts directofs for the purposes of company lawl, you are responsible for the
preparation of the financial statements in accordan￿ with the reqU1￿ments ol the Companies Act 2006.
Having satisfied myself that the financial statements of Ihe charity are not required to be audrted under Part 16 of
the Cornpanies Act 2006 and are eligible lor independent examination. I report in respect of my examination of the
harity's financial stslemenls carried oul under section 145 of the Charibes Act 2011. In carrying out my examination
I h8vÈ followed thè Directions givèn by thè Charity CommissK>n undèr sèction 14515llbl of the Charities Act 2011.
Independènt •xamIn•￿8 statement
I have completed my examination. I confirm that no matters h8ve ¢omtr io my attention in ￿rtneCtion with th
xamination giving me ¢ause lo believe thal in any malerial ￿Sp&￿'.
accounting records were not kept in respect of the charity as required by section 388 of the Companie5 Act
2006.
the financial statements do not accord with Ihose records., or
the fin8n¢i81 slalernenls do noi ¢ornpty with Ihe a¢counling requirements of section 396 01 the Companies Act
2006 other than any requirement Ihal the financial $tslem¢nl$ give a Iwe and fair vi¢w, whith is not a matter
considered as part ol an Indepen¢Jent examination.. or
the financial staternents have not been prepared in accordance wrth ihe methods and prinriples of the
Slalernenl of Recommended Pr8di¢tr for a¢¢ounling and reporting by ¢h8rrtie$ applicable lo charities
preparing their financial statements in 8¢cordan¢& wlh the Finan¢ial R¥portin9 Slan¢Jard opplicgble in th¥ VK
and Republic ol Ireland IFRS 1021.
I have no concerns and have come across no other matters in connection with the examination to which attention
should be drawn in this report in order lo enable a proper understanding of the financial statements to be reached.
Gary Prnady FCA
For and on behalf of Gravita Audit Oxford LLP
First Floor, Park Central
4041 Park End Street
Oxford
OX1 1JD
Date.. 10 December 2025

OXFORD KIDNEY UNIT TRUST FUND LIMITED
STATEMENT OF FINANCIAL ACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 31 MAY2025
Unregtrlcted Restrlcted
funds
funds
202S
2025
Total
Unrestrlcted Restrlcted
funds
funds
2024
2024
Total
2025
2024
Notès
Donations and
legacies
Investments
19,646
87,931
13.495
33.141
87,931
21.323
85.149
27,801
49.124
85,149
Total Ineomè
107,577
13.495
121,072
1L%.472
27,801
134,273
Ex
endlture
R8i5ing fund5
34,636
34.636
28,022
28,022
Charit8ble activities
15,909
31.631
47.540
603.397
16,812
820,209
Totsl •xp¥ndllure
50,545
31,631
82,176
631,419
16,812
648,231
Nel gainslllossesl on
investrnenls
10
202,098
202,096
310,243
310,243
Net movem•nt In fund•
259.130
118.1361
240.994
1214.7041
10,989
1203,7151
Fund balances at 1 June
2024
2,968,987
652,733 3,621,720
3,183,691
641,744
3,625,435
Fund balanc•• at 31 May
2025
3.228,117
634.S97 3.862.714
2.968.987
652,733 3.621,720
Thè ststement of financial activities indudes all gains and losses recognis8d in the year.
The statement of financial activibes indudes all gains and losses recognised in the year. All income and expenditure
derive from continuing activities.
The slatemen¢ ol financial aclivilies also complies wrth Ihe requirements for an incorne and expenditure account
under the Companies Ad 20rA.

OXFORD KIDNEY UNIT TRUST FUND LIMITED
BALANCE SHEET
AS AT31 MAY2025
2025
2024
Notes
Fixed assets
Inveslmenls
12
4.770,369
4.602,915
Current assets
Debtors
Cash at bank and in hand
13
2.784
199.260
3.755
182.853
202.044
186.608
Credltors.. amounts lalllng due vAthln
one year
14
(1.109.699>
{1.167.8031
Nel current liabilities
1907.655
1981,1951
Totsl ¥s$•is l•s$ ¢urr¢ni Il•blllll¢s
3,862,714
3,621,720
Income fund•
Restncted funds
Unrestricted funds
15
634,597
3.228.117
652,733
2.968.987
3.882,714
3,621,720
The company is entitled lo the exemption from the audrt requirement contained in section 477 of the Companies A
2006, for the y$ar en¢Jed 31 May 2025.
The dlrector acknowledges his responsibilities for comptying wrth the requirements of the Companles Act 20C6
respect to accounting records and the preparation of finanaal statements.
The members have not required the company to obtain an audit of its finanrAal statements for the year in question in
accordance with section 476.
Thèse financi81 st8temènt$ have been prepared in arxordanc* with the provision$ appli¢able lo ￿MpanIeS subject
to the small companies regimo.
The fin8n¢ial $tstem8nts were approved by the Trustees on .
2711012025
Dr P Mason
Tru#t8e
Company reglstratlon number 01264050

OXFORD KIDNEY UNIT TRUST FUND LIMITED
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MAY2025
Aecountlng pollel•s
Charfty Snforniatlon
Oxford Kidney Unit Trust Fund Limrted is a private company limited by guarantee incorporated in England and
Wales. The registered office is Oxford ￿dneY Unrt Office, Churchiu Hospital. Headington, Oxford, OX3 7LE.
1.1 Accounting convention
The financial statements have been pfeparèd in accordance wrth the chaity's Articles of Assooation, thè
Companies Act 2006, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of
Ireland I"FRS 102.1 and the Charities SORP "Accounting and Reporting by Charities.. Statement of
Recommended Practice applicable to charit￿S preparing Iheir accounts in accordance with the Financial
Reporting Standard applicable in the UK and Republic ol Ireland IFRS 1021. leffeclive 1 January 20191. The
charity is 8 Public Benefit Entity as defined by FRS 102.
The charity has taken advantage of the provision$ in the SORP for charities not to prepare a Statement of
Cash Flows.
The financial statements are prepared in steding. which is the funcb'onal oJThenry of the charity. Monetary
arnounts in these financial statements are rounded lo the nearest £.
The financial statements he￿ been prepared under Ihe historical cosl convention. The principal accounting
poli¢i¢s adopied ar¢ s&1 out below.
1.2 Golng conc•m
Al the time of approving the financial Stalemenls. Ihe trustees h8ve 8 re•sonable expectabon that the Charity
has adequatè rÈ$our¢e$ io continue in operaiional exi$ten¢e fof the foreseeablè fulurtt. Thus the Iwstees
¢onlinu¥ lo adopt th$ 90ing ¢on¢sm basb$ of a¢￿Un￿n9 in prgparing Ihg financial $tat&m$nls.
1.3 Charltable funds
Unrestricted funds can be used in accordance wilh the chariiable objectives at the discretion of the trustees.
Restricted funds Can onty be usèd for particular restsictèd purposès within thè objects of the chgrity.
Restrictions anse when specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and puwes of each fund is induded in the notes to the financAal
staternenls.
1.4 Income
All incomin9 rÈsouices arè indud8d tsn the Statement of Finanu81 Activitiès when the charity 15 legally entitlèd
to the income and the amount can be qUanlffj￿d wtth reasonable accuracy. The follomng specrfic policies are
applied to particular categories of income.
Volunt8ry incomè is r￿e1ved by way of grants. endovmients, donab"ons. and grfts and is included in full in thè
Statement of Financial ActNrties when receivable. Grants Ythere ent￿ement is not conditional on the delivery
of a speafic perfomance by the charity are reCOgn￿ed when the charity becomes unconditionally entitled to
the grant. The value ol services has not been induded.
Legacies are induded when the chanty is advised by the personal representative of an estate that the
payment wll be made or propety transferred and the amount invofved can be quantified.
Income from investments is included in the year in which rt is receivable.

OXFORD KIDNEY UNIT TRUST FUND LIMITED
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MAY2025
Accounting policies
(Continuedl
1.5 Exp•ndltur•
Expenditure is accounted lor on an accruals basis and has been classified under headings that aggregate all
COSts related to the category. Where costs cannot be directty attributed to partycular headings. they have been
8IIoc8ted to adivrties on a b8515 oon51Stent with the use of resources. Expenditure includes any VAT which
cannot be lully recovered and is reported as part ol the expenditure to which it ielates.
Costs of generating funds comprise investment manageTS' Costs.
Charitable expenditu￿ comprises those costs incurred by the charity in the delivery of its activities and
services lor its benefiri8ries. It includes bolh costs that can be allocated directly to such activities and those
¢osls ol an indirect nature ne¢&ss8ry lo support them.
Support costs are those costs incurret1 directty in support of expendrture on Ihe obiecls of the charity and
include project management.
Governance costs comprise all costs involving the public 8¢countabilty of the charity and ils cornpliance
regulations with good pra¢ti¢e. These Costs indude ¢0sts r&lats"ng ¢0 ind&pend&nt &X8minalion and legal fe&$
logelh¥r wf¢h an apportionment ol ov&rh¢ad and support costs.
Grants offered subject lo condrtions which have not been met al the year*nd date are noted as a commrtment
but not accrued as expenditure.
1.6 Flx•d as8•t Snv•8tments
Investments held as fixed assets are revalued at mid-market value al Ihe balance sheet dale and the gain or
10ss18ken lo the Slai&menl ol Financial Activities.
1.7 Ca8h and cash equlvalents
Cash and cash equivalents Include cash in han¢J. deposrts held at call wth banks, cash contained wrthin the
investment porifolio, other short-temi liquid investments ￿th original maturities of three months or less, and
bank overdrafts. Bank overdrafts are shown within borrowngs in current liabilities.
1.8 Taxatlon
The chanty is exempt from corporat•)n tax on rts charrtable activrties.
crttlcal accoUn￿n9 estlmates and judgements
In the application ol the charity'5 arxountrng policie5. Ihe truslee5 are reqvifed to make judgements. eslimales
and 8ssumplions about the carrying arnount of a55els and liabilrties that are not readily 8PP8renl frorn other
sources. Thè estimates and associated assumptions ale based on historical exwnenc8 and othèr f8etors that
are considered to be relevant. Actual resuts may drffer from Ihese estimates.
The estimates and undertying assumptions a￿ reviewed on an ongoing basis. Revisions to accounting
estimates are recognised in the period in which the eslimale is revised where Ihe revision affects only that
period. or in the period ol the revision and ftjture periods where the revision affects both cuirent and future
periods.
The Trustees do not consider that there are any key areas of judgement or esb"matson Un￿rtaInty wthin the
finanual statements.

OXFORD KIDNEY UNIT TRUST FUND LIMITED
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MAY2025
Ineom• from donatlons and legael•s
Unrestrlcted Restrlcted
funds
lunds
2025
2025
Total Unrestrlcted Restrlcted
funds
funds
2024
2024
Total
202S
2024
Donations and gffts
19.646
13.495
33.141
21.323
27.801
49,124
Incom• from Invegtment•
Unre8tricted Unre8trlcted
fund•
fund8
2025
2024
Investment Income
Bank Interest
86,537
1,394
84,362
787
87,931
85,149
Exp•ndllur¢ on ral$ln9 fund$
Unr•st￿tt#l Unrn8trlet•d
funds
fund8
2025
2024
Investment managemenl
34,636
28,022
10-

OXFORD KIDNEY UNIT TRUST FUND LIMITED
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MAY2025
Charltabla aetlvltl•s
Charftable Charftable
activities
activities
2025
2024
Charitable aCIN￿'e5
Governance Costs
Education and Research
29.106
6.019
3.645
602.497
6,500
4.830
38,770
613,827
Share of support eosts Isee nole 71
8,770
6,382
47.540
620,209
Analy81s by fund
Unrestricted fund$
Restricted funds
15,909
31.831
fj03,397
18.812
47.540
820.209
Governance costs includes independent examination fees of £5.89212024- £5,610).
Support costs allocated to actlvltl
2025
2024
General adminlstration costs
Bank fees
4,S21
4.249
4,673
1.709
6,770
6,382
Analysed betw8•n.'
Charitable activits'es
8.770
8.382
Trustees
None of the Iruslee5 lor any per50n5 connected wrth them) received any remuneration or benefits from the
tharity during the year. 12024 - Nonel. Two trustees 12024". Two trustees) were reimbursed for rneeting
expenses totalling £25212024." £1841.
Employees
The charity does not employee staff diredty. Therefore no employee received emoluments of more than
£60,00012024'. Nonel

OXFORD KIDNEY UNIT TRUST FUND LIMITED
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MAY2025
10 Galns and lossès on Inv•stm•nts
Unrestricted Unrestrlcted
funds
funds
2025
2024
Gainslllossesl arising on..
Revaluation of investments
202,098
310,243
11 Taxatlon
The charity is exempl from tax on income and gains falling within section 505 of the Taxes Act 1988 or section
252 of the Taxation of Chargeable GainsAct 1992 to Ihe extent thal these are applied to its charitable object8.
12_

OXFORD KIDNEY UNIT TRUST FUND LIMITED
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MAY2025
12 Flx•d ass•t Inv•stm•nts
Llst
In¥esthiÈnts
Cash In
portfollo
Total
Cost or valuatlon
Al 1 June 2024
Additions
Valuation changè$
Other cash movements
Disposals
4.580,985
1,882,532
202,098
21,930
11,882,532)
4.602,915
202,098
134.6441
134,6441
2,025,415
12,025,415)
At 31 May 2025
4,640,200
130,189
4,770,369
Carrylng amount
At 31 May 2025
4,840,200
130,169
4,770,369
At 31 May 2024
4,580,98S
21,930
4.602,915
13 O•btorn
2025
2024
Amounts lalllng due wbthln on• year:
Other debtors
2.784
3,755
14 Credltor8'. afflounts lalllng due wbthln one year
2025
2024
A¢¢ru81$ and delerred in¢ome
1.109.699
1,167,803
13-

OXFORD KIDNEY UNIT TRUST FUND LIMITED
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MAY2025
15 R•strfet•d funds
The restricted funds of the charity comprise the unexpended balances of donations and grants held on trust
Subject to specjfic condition5 by donors as to how they may be used.
At l June
2024
Incomlng
f•soureès
Resources
•xpènd•d
At 31 May
2025
Barnes Fellowship
HDU
PD Unit
Research & Educalvjn
combe Renal Unbt
Renal Ward Fund
Tarver Unit
Swindon Kidney Unil
Stoke Mandeville Renal Unit
Horton Renal Unil
Milton Keynes Renal Unit
Young Adult Clinic
Oxford Ghent Summer School
42.849
34.559
14.345
29).695
21.865
24.331
4.868
18.592
21.742
6.297
34.137
130.885
7.568
42,849
34.559
12,592
287.050
18,136
24.331
3,156
20,277
21,659
6,480
42.621
113,319
7.568
11.7531
13.6451
13,7291
11,9081
16001
1831
2.285
183
8.669
2.162
118SI
119,7281
652,733
13.495
131.6311
634,597
Prevlou¥ year:
At 1 June
2023
Incomlng
rejource
Re•ource¥
expended
At 31 May
2024
Barnes Fellowship
HDU
PO Unil
Research & Education
ombe Renal Unrt
Renal Ward Fund
T8rver Unit
Swindon Kidney Unit
Stoke Mandeville Renal Unrt
Horton Renal Unil
Milton Keynes Renal Unit
Young Adult Clini
Oxford Ghent Summer School
42.849
34.559
12.565
295.SOS
19.518
24.331
7.508
14.799
17.893
5.465
33.668
125.516
42.849
34,559
14.345
290,695
21,865
24,331
4,868
18.592
21,742
6.297
34,137
130.885
7.568
11.2201
14,8101
14271
2.774
12,6401
1901
12051
3.883
4,054
832
700
12.558
12311
17.1891
641.744
27.801
116.8121
652.733
14_

OXFORD KIDNEY UNIT TRUST FUND LIMITED
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MAY2025
16 Purpos•s of R•strlet•d Funds
The Bames Fellowship Fund supports doctors and scienbsts to undertake research whilst working in the
Oxford Research Fa￿1￿￿5.
The HDU fvnd wa$ ueat8d for $pectfic donations tOW8rd$ the High Dep8nd&ncy Unit.
The PD Unit Fund was created for specific donations towards the Peritoneal Diatysis Unrt.
The Research and Education Fund was created for donations for general ￿Search. The education ol medical
and nursing staff are utilised within this lund. The lund has been sep8r8ted into other subsidiary funds for
donor5 to have the opportunity to donate to $pe¢ific edu¢Ation fund$.
Thè Wcombe Renal Unit Fund was created for spectfic donations towards the Wcombe Rènal Unlt.
The Renal Ward Fund has been crealed for specific donations towaids the Renal Ward. This includes
CODtribution8 towards the improvement lo the Renal Ward Building.
The Tarver Unil Fund was Crealed lor spe¢ific dtsnatths lowards the Tarver Unil.
The Swindon Kklnèy Unit Fund has beèn creatsd for specffic donats.ons towards the Swindon Kidney Unlt.
The Sloke Mandeville Renal Unit Fund has been C￿ated for specAfic donations towards the Stoke Mandeville
Renal Unit.
The Horton Renal Unil Fun¢J has been £*eat￿ for speufi¢ donalions lowards The Horton Ronal Unil.
The Milton Keynes Renal Unit Fund has been created for speufic donations towards the Milton Keynes Renal
Unit.
The Young Adutt Clinic Fund ha8 been created to meet the speryfic needs lor the well-being of young adult
Iran$planl p81ienls.
Thè Oxford Ghent Summer School Fund has been Cfeated for tho purpo$& of th8 organlsatlon of thè Oxford-
Ghent Dialysis and Transplantation Summer School.
17 Unrestrlcted funds
The unrestricted fvnds ol the charity comprise the unexpended balances of donations and grant5 which are
not Subject lo specific conditions by (Jonors an(J 9rantors as to h¢)w they may be used. These include
designated lund$ which h8ve been set aside out of Uh￿striC￿ed funtl$ by Ihtr tru$ttre$ for spe¢ifi¢ purposes.
At 1 June
2024
Incomlng
resources
Resource8
expended
Galns and
losses
At 31 May
2025
General funds
2,￿,987
107.577
150,5451
202,098
3,228,117
Prnvious yèar=
At1 Junè
2023
Incoming
resources
Re$ourte$
expended
Gain# and
losses
At 31 May
2024
General funds
3.183,691
I(￿.472
{631,4191
310,243
2,966,987
15-

OXFORD KIDNEY UNIT TRUST FUND LIMITED
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MAY2025
18 Analysls of nèt assèts b•tw••n funds
Unr•strlet•d
fund8
2025
Rèstrfctèd
funds
2025
Total
2025
At 31 May 2025:
Investment5
Current assetsllliabilities
4,770.369
11.542.252>
4,770,369
1907.6551
634.597
3.228.117
634.597
3.862,714
Unmtri¢ted
funds
2024
R0•trl¢tsd
funds
2024
Total
2024
At 31 May 2024..
Investment5
Current assetsllliabilitiesl
4.802.915
11.633.928>
4.802.915
1981,19SI
652,733
2.968.987
652.733
3.621,720
19 R•l¥iod porty tron$•¢iion•
Th¥r& w¥re no 4i$¢lo$abl8 rfjlate¢J party tron￿di￿n$ during tho year12024- nong).
16-