01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 30 April 2001
- Removed
- Not supplied
- Company number supplied
- 04133294
- Financial period
- 1 July 2024 – 30 June 2025
- Latest income
- £1,747,353
- Latest expenditure
- £1,112,519
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: St Michael's Hall, Shoe Lane, Oxford, OX1 2DP
Website recorded by the regulator: http://www.middlebury.edu/giving/ways/uk_trust (displayed as text)
02 Activities
What the charity does
Advance education in particular by providing grants to President & Fellows of Middlebury College and to their educational institutions to assist in the advancement of education of students attending the institutions.It operates the Middlebury College CMRS Oxford Humanities Program and the Bread Loaf School of English at Lincoln College for the President and Fellows of Middlebury College
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 April 2026
- Date Annual Return Received
- 19 December 2025
- Date Accounts Received
- 19 December 2025
- Total Gross Income
- £1,747,353
- Total Gross Expenditure
- £1,112,519
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 April 2025
- Date Annual Return Received
- 20 December 2024
- Date Accounts Received
- 20 December 2024
- Total Gross Income
- £1,192,392
- Total Gross Expenditure
- £946,531
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 April 2024
- Date Annual Return Received
- 19 December 2023
- Date Accounts Received
- 19 December 2023
- Total Gross Income
- £987,742
- Total Gross Expenditure
- £855,836
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 April 2023
- Date Annual Return Received
- 13 December 2022
- Date Accounts Received
- 13 December 2022
- Total Gross Income
- £803,021
- Total Gross Expenditure
- £835,035
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 April 2022
- Date Annual Return Received
- 3 January 2022
- Date Accounts Received
- 3 January 2022
- Total Gross Income
- £529,759
- Total Gross Expenditure
- £491,111
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 19 December 2025
- Total Gross Income
- £1,747,353
- Total Gross Expenditure
- £1,112,519
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Salary Band 120001 130000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Due Date
- 30 April 2025
- Ar Received Date
- 20 December 2024
- Total Gross Income
- £1,192,392
- Total Gross Expenditure
- £946,531
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 19 December 2023
- Total Gross Income
- £987,742
- Total Gross Expenditure
- £855,836
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 13 December 2022
- Total Gross Income
- £803,021
- Total Gross Expenditure
- £835,035
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £5,983
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 3 January 2022
- Total Gross Income
- £529,759
- Total Gross Expenditure
- £491,111
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £5
- Income From Government Grants
- £103,121
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 19 December 2025
- Income Donations And Legacies
- 842480
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 900000
- Income Investments
- 4873
- Income Other
- 0
- Income Total Income And Endowments
- 1747353
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,112,519
- Expenditure Other
- 0
- Expenditure Total
- 1112519
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 49500
- Expenditure Governance
- 83380
- Expenditure Support Costs
- 119507
- Expenditure Depreciation
- 74969
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 625868
- Assets Own Use
- 625868
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,116,711
- Assets Total Liabilities
- £89,478
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,653,101
- Creditors One Year Total Current
- 89478
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,104,631
- Funds Endowment
- 0
- Funds Unrestricted
- 864546
- Funds Restricted
- 788555
- Funds Total
- 1653101
- Count Employees
- 10
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Due Date
- 30 April 2025
- Ar Received Date
- 20 December 2024
- Income Donations And Legacies
- 6500
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1000000
- Income Investments
- 4944
- Income Other
- 180948
- Income Total Income And Endowments
- 1192392
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £946,531
- Expenditure Other
- 0
- Expenditure Total
- 946531
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 3394
- Expenditure Governance
- 64818
- Expenditure Support Costs
- 107403
- Expenditure Depreciation
- 66095
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 618544
- Assets Own Use
- 618544
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £538,823
- Assets Total Liabilities
- £139,100
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,018,267
- Creditors One Year Total Current
- 139100
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £538,823
- Funds Endowment
- 0
- Funds Unrestricted
- 1015892
- Funds Restricted
- 2375
- Funds Total
- 1018267
- Count Employees
- 9
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 19 December 2023
- Income Donations And Legacies
- 6938
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 980000
- Income Investments
- 384
- Income Other
- 420
- Income Total Income And Endowments
- 987742
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £855,836
- Expenditure Other
- 0
- Expenditure Total
- 855836
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 45173
- Expenditure Support Costs
- 143240
- Expenditure Depreciation
- 33158
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 590484
- Assets Own Use
- 590484
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £221,125
- Assets Total Liabilities
- £39,203
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £772,406
- Creditors One Year Total Current
- 39203
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £218,350
- Funds Endowment
- 0
- Funds Unrestricted
- 772406
- Funds Restricted
- 0
- Funds Total
- 772406
- Count Employees
- 9
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 13 December 2022
- Income Donations And Legacies
- 13021
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 790000
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 803021
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £835,035
- Expenditure Other
- 0
- Expenditure Total
- 835035
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 29156
- Expenditure Support Costs
- 164351
- Expenditure Depreciation
- 27741
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 616185
- Assets Own Use
- 616185
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £254,873
- Assets Total Liabilities
- £230,558
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £640,500
- Creditors One Year Total Current
- 230558
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £252,558
- Funds Endowment
- 0
- Funds Unrestricted
- 640500
- Funds Restricted
- 0
- Funds Total
- 640500
- Count Employees
- 10
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 3 January 2022
- Income Donations And Legacies
- 114746
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 415000
- Income Investments
- 0
- Income Other
- 13
- Income Total Income And Endowments
- 529759
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £491,111
- Expenditure Other
- 0
- Expenditure Total
- 491111
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 13957
- Expenditure Governance
- 5135
- Expenditure Support Costs
- 102706
- Expenditure Depreciation
- 25824
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 518514
- Assets Own Use
- 518514
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £277,535
- Assets Total Liabilities
- £123,535
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £672,514
- Creditors One Year Total Current
- 123535
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £272,131
- Funds Endowment
- 0
- Funds Unrestricted
- 672514
- Funds Restricted
- 0
- Funds Total
- 672514
- Count Employees
- 9
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
08 Official extract
Charity Event History
- Charity Name
- MIDDLEBURY COLLEGE UK TRUST LIMITED
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2017-09-01T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 3950110
- Assoc Registered Charity Number
- 1069950
- Assoc Charity Name
- THE FENELEY LIBRARY TRUST
- Charity Name
- MIDDLEBURY COLLEGE UK TRUST LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2001-04-30T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 27 DECEMBER 2000 AS AMENDED BY SPECIAL RESOLUTION ON 28 FEBRUARY 2001
- Charitable Objects
- TO ADVANCE EDUCATION IN PARTICULAR BY PROVIDING GRANTS TO MIDDLEBURY COLLEGE AND TO OTHER EDUCATIONAL INSTITUTIONS TO ASSIST IN THE ADVANCEMENT OF EDUCATION OF STUDENTS ATTENDING THE INSTITUTIONS.
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Policy
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Paying staff
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Risk management
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Complaints handling