THE COLLEGE OF ST MARY MAGDALEN IN THE UNIVERSITY OF OXFORD

Charity number: 1142149
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

a) To further study, learning, education & research and to be a College within the Univ of Oxford wherein men and women may carry out advanced study & research b) To provide for public worship through the provision, support & maintenance of a Chapel & Choir c) Insofar as it is not incompatible with (a) and (b), advancement of the arts, heritage, culture and science for the benefit of the public.

Income and expenditure

Data for financial year ending 31 July 2024

Total income:
£45,627,000

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Donations and legacies £3.84m
Charitable activities £9.24m
Other trading activities £741.00k
Investments £31.74m
Other £72.00k

Total expenditure:
£40,205,000

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Raising funds £23.66m
Charitable activities £16.55m
Other £0

-£44,896,000 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £23.66m
Charitable expenditure £16.55m
Retained for future use £5.42m

People

379 Employee(s)

70 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 6
£70k to £80k 10
£80k to £90k 1
£90k to £100k 4
£100k to £110k 3
£110k to £120k 1
£120k to £130k 1
£150k to £200k 2

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Religious Activities
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 27 July 2011: Standard registration
Organisation type:
Other
Other names:
  • MAGDALEN COLLEGE OXFORD (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

70 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dinah Rose Chair 01 September 2020
CHARLES AND JULIA HENRY FUND
Received: On time
ROYAL ACADEMY OF MUSIC
Received: On time
Dr Eunyoung Chae Trustee 06 January 2025
None on record
Dr Georgina Dransfield Trustee 01 January 2025
None on record
Dr Robert Alick Harris Trustee 01 October 2024
None on record
Prof Jordan Stanley English Trustee 01 October 2024
None on record
Dr Ruiwen Dong Trustee 01 October 2024
None on record
Dr Jack Beaulieu Trustee 01 October 2024
None on record
Dr Teresa Libushe Maria Thurston Trustee 01 September 2024
None on record
Dr Gillian Woods Trustee 01 September 2024
None on record
Scott Williamson Trustee 01 April 2024
None on record
Dr Teresa Barucci Trustee 01 October 2023
None on record
Dr Barnabas Kristof Janzer Trustee 01 October 2023
None on record
Prof Christian Rupprecht Trustee 01 September 2023
None on record
Prof Rosa Vidal Doval Trustee 01 September 2023
None on record
Dr Lauren Phillips Trustee 13 February 2023
None on record
Prof Michael Neidig Trustee 01 January 2023
None on record
Yong Shen Trustee 20 November 2022
THE MAGDALEN COLLEGE DEVELOPMENT TRUST
Received: On time
PROF Lars Ostergaard Trustee 01 November 2022
None on record
PROF CLARE HARRIS Trustee 01 October 2022
None on record
Prof Laura Swift Trustee 01 October 2022
None on record
Albert Edward Ray Trustee 01 October 2021
THE OXFORD PLAYHOUSE TRUST
Received: On time
Sean Francis Rainey Trustee 09 August 2021
None on record
Prof Timothy Barraclough Trustee 01 September 2019
None on record
Prof Richard Cornall Trustee 01 July 2019
None on record
The Revd Dr Andrew Bowyer Trustee 01 July 2019
None on record
Prof Bernhard Salow Trustee 01 October 2018
None on record
Prof Raphaele Garrod Trustee 01 October 2018
None on record
Prof Paul Billingham Trustee 01 April 2018
None on record
Professor Simon Ashley Gilson Trustee 01 January 2018
SOCIETY FOR ITALIAN STUDIES
Received: On time
Prof AVI LIFSCHITZ Trustee 01 October 2017
None on record
MARK WILLIAMS Trustee 01 January 2017
None on record
Prof OFRA MAGIDOR Trustee 01 October 2016
None on record
PROF RAHUL SANTHANAM Trustee 01 January 2016
None on record
PROF CHRISTIAN LEITMEIR Trustee 01 October 2015
None on record
PROF PAUL ELBOURNE Trustee 01 September 2015
None on record
PROF LUCY BOWES Trustee 01 October 2014
None on record
PROF SIAN POOLEY Trustee 01 October 2014
None on record
Prof Jeremias Adams-Prassl Trustee 01 October 2014
None on record
PROF JULIEN BERESTYCKI Trustee 01 July 2014
None on record
PROF LAURA FORTUNATO Trustee 01 October 2013
None on record
PROF ROBIN CLEVELAND Trustee 01 October 2011
THE MAGDALEN COLLEGE DEVELOPMENT TRUST
Received: On time
Dr ALEXY KARENOWSKA Trustee 01 October 2011
None on record
Prof JENNIFER CASTLE Trustee 01 October 2009
None on record
PROF STEPHEN GOODWIN Trustee 01 August 2009
None on record
PROF CHRISTOPHER GARLAND Trustee 01 October 2008
None on record
PROF STUART MACKENZIE Trustee 01 October 2008
None on record
PROF MARTIN BRIDSON Trustee 01 October 2007
None on record
Prof THOMAS NORMAN Trustee 01 October 2007
None on record
PROF GERO MIESENBOECK Trustee 01 July 2007
None on record
PROF SIMON HOROBIN Trustee 01 October 2006
None on record
PROF HARVEY WHITEHOUSE Trustee 01 October 2006
None on record
PROF ADRIAN HILL Trustee 01 October 2004
None on record
PROF CONSTANTIN COUSSIOS Trustee 01 January 2004
None on record
PROF JAN KRISTENSEN Trustee 01 October 2003
None on record
Dr ALFONSO MORENO Trustee 01 October 2003
None on record
THE REVD PROF ROB GILBERT Trustee 02 October 2002
None on record
PROF RODERICK BAGSHAW Trustee 01 October 2002
None on record
PROF ROBERT DOUGLAS-FAIRHURST Trustee 01 October 2002
None on record
Dr REIDAR DUE Trustee 01 October 2002
None on record
PROF ARZHANG ARDAVAN Trustee 01 October 2001
None on record
PROF TIMOTHY DONOHOE Trustee 01 October 2001
None on record
PROF NICHOLAS STARGARDT Trustee 01 October 1999
None on record
PROF GILES BARR Trustee 01 October 1999
None on record
Dr MARK POBJOY Trustee 01 October 1998
None on record
PROF ZHONG YOU Trustee 01 October 1998
None on record
Professor Alison Etheridge OBE FRS Trustee 01 October 1997
None on record
Dr FARHAN NIZAMI Trustee 06 May 1997
None on record
PROF KATHARINE GREVLING Trustee 01 October 1992
None on record
Prof John Nightingale Trustee 22 January 1986
THE NIGHTINGALE TRUST
Received: On time
THE NORTH DOWNS SOCIETY
Received: On time
THE HILL FOUNDATION
Received: On time
THE WYE RURAL MUSEUM TRUST
Received: On time
THE MAGDALEN COLLEGE DEVELOPMENT TRUST
Received: On time
THE CROMARTY TRUST
Received: On time
MURSTON ALL SAINTS TRUST
Received: On time
THE JUSTINIAN BRACEGIRDLE EXHIBITION FOUNDATION
Received: On time
PROF JOHN GREGG Trustee 01 October 1981
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £19.61m £20.30m £29.56m £42.20m £45.63m
Total expenditure £19.61m £21.50m £30.09m £38.31m £40.21m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A £134.86k N/A
Income - Donations and legacies £1.63m £2.29m £5.69m £7.79m £3.84m
Income - Other trading activities £9.00m £266.00k £542.00k £1.25m £741.00k
Income - Charitable activities £5.69m £5.93m £7.53m £8.23m £9.24m
Income - Endowments £581.00k £888.00k £721.00k £235.00k £187.00k
Income - Investment £2.77m £11.54m £15.77m £24.74m £31.74m
Income - Other £532.00k £280.00k £30.00k £199.00k £72.00k
Income - Legacies £0 £0 £2.39m £3.69m £1.09m
Expenditure - Charitable activities £12.82m £14.91m £18.34m £16.29m £16.55m
Expenditure - Raising funds £6.79m £6.59m £11.75m £22.02m £23.66m
Expenditure - Governance £0 £41.00k £42.00k £61.00k £61.00k
Expenditure - Grants institution £0 £0 £0 £244.00k £232.00k
Expenditure - Investment management £2.01m £5.94m £10.49m £20.08m £22.06m
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Own use assets £32.72m £34.97m £705.76m £82.20m £41.69m
Long-term investments £335.73m £658.66m £657.29k £755.52m £844.02m
Other assets £11.86m £18.55m £97.60m £153.14m £123.22m
Defined benefit pension scheme asset or liability -£2.66m -£2.69m -£5.23m -£3.18m £0
Total liabilities £35.61m £41.77m £49.70m £200.09m £225.72m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 July 2024 27 March 2025 On Time
Accounts and TAR 31 July 2024 27 March 2025 On Time Download Open in new window
Annual return 31 July 2023 20 March 2024 On Time
Accounts and TAR 31 July 2023 20 March 2024 On Time Download Open in new window
Annual return 31 July 2022 05 April 2023 On Time
Accounts and TAR 31 July 2022 05 April 2023 On Time Download Open in new window
Annual return 31 July 2021 15 March 2022 On Time
Accounts and TAR 31 July 2021 15 March 2022 On Time Download Open in new window
Annual return 31 July 2020 02 March 2021 On Time
Accounts and TAR 31 July 2020 02 March 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DEED OF FOUNDATION OF THE BISHOP OF WINCHESTER OF 12 JUNE 1458, STATUTES LAST AMENDED 2011 AND BYLAWS

Charitable objects

(A) TO FURTHER STUDY, LEARNING, EDUCATION AND RESEARCH AND TO BE A COLLEGE WITHIN THE UNIVERSITY OF OXFORD WHEREIN MEN AND WOMEN MAY CARRY OUT ADVANCED STUDY AND RESEARCH (DESCRIBED IN THESE STATUTES AS LEARNING AND EDUCATION); (B) TO PROVIDE FOR PUBLIC WORSHIP THROUGH THE PROVISION, SUPPORT AND MAINTENANCE OF A CHAPEL AND CHOIR; (C) IN SO FAR AS IT IS NOT INCOMPATIBLE WITH OBJECTS (A) AND (B), THE ADVANCEMENT OF THE ARTS, HERITAGE, CULTURE AND SCIENCE FOR THE BENEFIT OF THE PUBLIC.

Area of benefit

The area the charity can operate in, as set out in its governing document.

OXFORDSHIRE

Linked charities

Linked charities
Linked charity 1142149-1 LAW TUTORSHIP TRUST
Governing document
DECLARATION OF TRUST DATED 22/07/2011
Charitable objects
TO ADVANCE THE EDUCATION OF THE PUBLIC IN LAW AND IN PARTICULAR TO: A FUND A FELLOWSHIP AND TUTORSHIP FOR THE STUDY TEACHING AND RESEARCH IN LAW AT THE COLLEGE AND THE PAYMENT OF SALARY AND ASSOCIATED EXPENDITURE TO THE HOLDER FOR THE TIME BEING OF SUCH FELLOWSHIP AND TUTORSHIP B FUND SALARY AND ASSOCIATED EXPENDITURE TO THE HOLDERS FOR THE TIME BEING OF ANY OTHER FELLOWSHIP AND TUTORSHIP FOR THE STUDY TEACHING AND RESEARCH IN LAW AT THE COLLEGE C FUND EXPENDITURE TO ADVANCE STUDY OF LAW AT THE COLLEGE D FUND EXPENDITURE FOR STUDY TEACHING AND/OR RESEARCH AT THE COLLEGE IN SUCH OTHER SUBJECTS DECIDED BY THE TRUSTEES PROVIDED THAT ALL SUCH STUDY TEACHING AND RESEARCH SHALL ADVANCE LEARNING AND ACADEMIC KNOWLEDGE FOR THE PUBLIC BENEFIT AND PROVIDED THAT FUNDS SHALL BE APPLIED UNDER PARAGRAPH A IN PRIORITY TO PARAGRAPHS B AND C AND SHALL BE APPLIED UNDER PARAGRAPHS B AND C IN PRIORITY TO PARAGRAPH D. AND PROVIDED FURTHER THAT FUNDS SHALL NOT BE APPLIED UNDER PARAGRAPH D UNLESS (I) THERE ARE AT THE COLLEGE AT LEAST THREE FELLOWSHIPS AND TUTORSHIPS IN LAW OR (II) THE PRESIDENT OF THE COLLEGE SHALL HAVE CERTIFIED TO THE TRUSTEES IN WRITING THAT HAVING REGARD TO THE NUMBER OF LAW STUDENTS AND SUITABLY QUALIFIED APPLICANTS TO STUDY LAW AT THE COLLEGE THERE IS NO NEED FOR THE TIME BEING OF THREE OR MORE FELLOWSHIPS AND TUTORSHIPS IN LAW AT THE COLLEGE.
Area of benefit
Registration history
  • 27 July 2011 : Standard registration

Contact information

Address:
MAGDALEN COLLEGE
HIGH STREET
OXFORD
OX1 4AU
Phone:
01865276020
Email:
CHARITY@MAGD.OX.AC.UK
Website:

WWW.MAGD.OX.AC.UK