Finance Score: -5

Governance Score: 3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: -2

THE MITSUBISHI UFJ TRUST OXFORD FOUNDATION

Supporting the work of the Oxford Literary and Debating Union Charitable Trust which provides library, reading room and debating facilities within the City of Oxford

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
Over half the Board have joined recently

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 and on several occasions in recent years less than spending

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	Volun- teers
30/06/23	£10	£0	£10	n/a	n/a	n/a	n/a	n/a	0
30/06/22	£10	£20	£-10	n/a	n/a	n/a	n/a	n/a	1
30/06/21	£14	£11	£4	n/a	n/a	n/a	n/a	n/a	1
30/06/20	£3	£10	£-7	n/a	n/a	n/a	n/a	n/a	0
30/06/19	£17	£14	£3	n/a	n/a	n/a	n/a	n/a	1
30/06/18	£3	£0	£3	£0	£0	£0	NAN	0	0
30/06/17	£3	£0	£3	£0	£0	£0	NAN	0	0
30/06/16	£2	£0	£2	£0	£0	£0	NAN	0	0
30/06/15	£13	£11	£2	£0	£0	£0	n/a	0	0
30/06/14	£13	£18	£-5	£0	£0	£0	n/a	0	0
30/06/13	£2	£0	£2	£0	£0	£0	NAN	0	0
30/06/12	£17	£19	£-2	£0	£0	£0	n/a	0	0
30/06/11	£2	£5	£-3	£0	£0	£0	n/a	0	0
30/06/10	£11	£15	£-4	£0	£0	£0	n/a	0	0
30/06/09	£37	£41	£-4	£0	£0	£0	n/a	0	0
30/06/08	£22	£20	£2	£0	£0	£0	n/a	0	0
30/06/07	£58	£60	£-1	£0	£0	£0	n/a	0	0
30/06/06	£53	£46	£7	£0	£0	£0	n/a	0	0
30/06/05	£17	£15	£2	£0	£0	£0	n/a	0	0
30/06/04	£46	£52	£-6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 36 years

mutof@baccma.co.uk

02076359421

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes

GiG Classification

Colleges and universities

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

HIROSHI NAKAZAWA Appointed: 2022

NORIHITO HIWATASHI Appointed: 2022

SHINGO WATANABE Appointed: 2022

TADASHI NAKAJIMA Appointed: 2022

TAKATOSHI NAGAI Appointed: 2023

YASUHIRO MATSUDA Appointed: 2022

ABIMBOLA AFOLAMI MP Appointed: 2018

SIR MARTIN JOHN TAYLOR FRS Appointed: 2014

THE HON ADAM ROBERT BRUCE WS Appointed: 2014

THE RT HON LORD FREDERICK EDWARD BUTLER OF BROCKWELL KG GCB CVO

THE HON JACOB WILLIAM REES-MOGG MP Appointed: 2012, Other trusteeship: OXFORD LITERARY AND DEBATING UNION CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 06/10/1988, number: 800152

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; all on time

Main office

CO THE MITSUBISHI UFJ TRUST AND
BANKING CORPORATION
24 LOMBARD STREET
LONDON
EC3V 9AJ

Objectives

TO PAY OR APPLY THE INCOME OF THE TRUST FUND WITH POWER IN THEIR ABSOLUTE DISCRETION AT ANY TIME OR FROM TIME TO TIME TO PAY OR APPLY ALL OR ANY PART OF THE CAPITAL OF THE TRUST FUND TO OR FOR THE OXFORD LITERARY AND DEBATING UNION CHARITABLE TRUST (FOR SO LONG AS THE SAID TRUST HAS REGISTERED CHARITY STATUS) FOR ITS GENERAL PURPOSES... SUBJECT THERETO TO PAY OR APPLY THE INCOME AND CPITAL OF THE TRUST FUND TO OR FOR SUCH CHARITY OR CHARITIES OR FOR SUCH CHARITABLE PURPOSE OR PURPOSES IN SUCH PROPORTIONS AND IN SUCH MANNER IN ALL RESPECTS AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources