Finance Score: -3

Governance Score: 0

Support Score: 0

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

No supporters identified

Overall GiG Score: -3

MCGILL UNIVERSITY TRUST

McGill University Trust supports UK students who wish to have the experience of studying at a university in Canada. Funds are raised by the Trust, principally from alumni and friends of McGill based in the UK, to support a scholarship and bursary programme for UK students wishing to attend McGill and for the general welfare of McGill University.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/05/23		£73	£463	£-391	n/a	n/a	n/a	n/a	n/a
31/05/22		£562	£541	£21	£2	£630	£5	0.1	0
31/05/21		£575	£327	£247	£0	£604	£3	0.1	0
31/05/20		£224	£183	£41	n/a	n/a	n/a	n/a	n/a
31/05/19		£197	£159	£38	n/a	n/a	n/a	n/a	n/a
31/05/18		£165	£77	£87	£0	£0	£0	n/a	0
31/05/17		£132	£178	£-46	£0	£0	£0	n/a	0
31/05/16		£108	£63	£45	£0	£0	£0	n/a	0
31/05/15		£64	£247	£-183	£0	£0	£0	n/a	0
31/05/14	*	£238	£237	£1	£0	£0	£0	n/a	0
31/05/13	*	£248	£73	£176	£0	£0	£0	n/a	0
31/05/12		£73	£72	£1	£0	£0	£0	n/a	0
31/05/11		£314	£287	£27	£0	£0	£0	n/a	0
31/05/10		£66	£25	£41	£0	£0	£0	n/a	0
31/05/09		£25	£27	£-3	£0	£0	£0	n/a	0
31/05/08		£40	£17	£24	£0	£0	£0	n/a	0
31/05/07	*	£25	£8	£17	£0	£0	£0	n/a	0
31/05/06		£13	£4	£8	£0	£0	£0	n/a	0
31/05/05		£9	£9	£0	£0	£0	£0	n/a	0
31/05/04		£9	£4	£5	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

www.mcgilluniversitytrust.co.uk

mcgilluk@chapel-york.com

01342 871910

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Colleges and universities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Canada, Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 54-81

THE HONOURABLE JAMES JONATHAN NELSON (Chair), Occupation: Director

LOUISE BLONDEAU Appointed: 2018, Occupation: Managing Director, Advancement Services

MARK KEOKI RIDLEY Appointed: 2005, Occupation: Surveyor, Other trusteeships: DOWNE HOUSE SCHOOL, YOGA MISSION,

MARC WEINSTEIN Appointed: 2018, Occupation: Vice Principal, University Advancement

VICTOR PHILLIP MICHAEL DAHDALEH Appointed: 1995, Occupation: Chairman & Managing Director

Legal constitution

Charitable company registered in England & Wales on 10/03/1995, number: 1044904
Registered at Companies House on 10/03/1995, number: 03031537

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR14: 3 days late, AR13: 26 days late, AR07: 16 days late,

Main office

12 Ladycross Business Park
Hollow Lane
Dormansland
Lingfield
Surrey
RH7 6PB

Objectives

TO FURTHER SUCH OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS ARE EXCLUSIVELY CAHRITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) TO ADVANCE AND PROMOTE EDUCATION RELIGION AND OTHER CHARITABLE PURPOSES CONNECTED WITH A UNIVERSITY IN MONTREAL QUEBEC ENTITLED THE ROYAL INSTITUTION FOR THE ADVANCEMENT OF LEARNING AND GENERALLY KNOWN AS MCGILL UNIVERSITY (THE UNIVERSITY) AND ITS STUDENTS (WHETHER PAST PRESENT OR PROSPECTIVE ) INCLUDING:- A)THE PROVISION OF SCHOLARSHIPS EXHIBITIONS BURSARIES OR MAINTENANCE ALLOWANCES TO STUDENTS FROM THE UNITED KINGDOM TO ENABLE OR ASSIST THEM TO ATTEND THE UNIVERSITY B)THE PROVISION OF SPECIAL PRIZES GRANTS OR REWARDS TO SCHOLARS AND PARTICULAR TO PAST AND PRESENT STUDENTS IN THE UNIVERSITY C)THE ENDOWMENT OF FELLOWSHIPS AND PROFESSORSHIPS AT THE UNIVERSITY D)THE PROVISION IMPROVEMENT REPLACEMENT OR REPAIR OF BUILDINGS OR OTHER FIXED AND OTHER EQUIPMENT AND ASSETS OF THE UNIVERSITY WHETHER BY MAKING NEW ADDITIONS TO THEM OR OTHERWISE

Defined Area of Benefit:

IN PRACTICE UK AND CANADA

Data Sources