Finance Score: 1

Governance Score: 1

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2
Multiple Deficits: -2
Fundraising costs low: +3

No volunteer policy: -2
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 5

THE ROYAL ANNIVERSARY TRUST

To operate The Queen's Anniversary Prizes Scheme for Higher and Further Education.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,275,684 available, equivalent to 60 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

Established: 34 years

www.royalanniversarytrust.org.uk

info@royalanniversarytrust.org.uk

0778382980

Charity Commission for England and Wales

Tweets

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
05/04/23	£950	£656	£293	£10	£3,276	£3,276	59.9	3	300
05/04/22	£154	£721	£-567	n/a	n/a	n/a	n/a	n/a	310
05/04/21	£102	£349	£-247	n/a	n/a	n/a	n/a	n/a	310
05/04/20	£126	£604	£-478	n/a	n/a	n/a	n/a	n/a	310
05/04/19	£127	£310	£-184	n/a	n/a	n/a	n/a	n/a	310
05/04/18	£290	£462	£-172	£0	£0	£0	n/a	0	0
05/04/17	£265	£339	£-74	£0	£0	£0	n/a	0	0
05/04/16	£350	£480	£-131	£0	£0	£0	n/a	0	0
05/04/15	£293	£269	£24	£0	£0	£0	n/a	0	0
05/04/14	£363	£374	£-10	£0	£0	£0	n/a	0	0
05/04/13	£388	£268	£121	£0	£0	£0	n/a	0	0
05/04/12	£420	£391	£29	£0	£0	£0	n/a	0	0
05/04/11	£405	£343	£62	£0	£0	£0	n/a	0	0
05/04/10	£441	£461	£-20	£0	£0	£0	n/a	0	0
05/04/09	£2,584	£288	£2,296	£83	£3,702	£0	n/a	2	0
05/04/08	£863	£332	£531	£33	£1,370	£0	n/a	1	0
05/04/07	£655	£215	£440	£44	£840	£0	n/a	1	0
05/04/06	£288	£250	£38	£0	£0	£0	n/a	0	0
05/04/05	£207	£182	£25	£0	£0	£0	n/a	0	0
05/04/04	£175	£71	£103	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.3%
Fundraising Costs/Total Spending: 4.4%
Senior Staff Costs/Total Spending: 16%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 1%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 59.9 months
Net Current Assets/Spending: 10 months
Quick Ratio: 15.9

Asset Split ?

Listed activities

Education/Training
General Charitable Purposes

How it operates

Other charitable activities

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

3 employees
300 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees:

DAME LIN HOMER DCB Appointed: 2020

HEIDI MOTTRAM CBE Appointed: 2017, Occupation: Chief Executive, Other trusteeships: WATERAID, KIELDER WATER AND FOREST PARK DEVELOPMENT TRUST,

PROFESSOR DAME SHIRLEY PEARCE DBE Appointed: 2017

SIR DAMON MARCUS BUFFINI (Chair), Occupation: Company Director, Other trusteeships: THE ROYAL NATIONAL THEATRE, THE BUFFINI CHAO FOUNDATION,

SIR FRANK MCLOUGHLIN CBE Appointed: 2017, Other trusteeship: JOSEPH ASPDIN SKILLS TRUST,

SIR MARTIN EUGENE DONNELLY KCB CMG Appointed: 2020

Legal constitution

Charity registered in England & Wales on 03/08/1990, number: 1000000

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
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
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

FIRST FLOOR
SANCTUARY BUILDINGS
20 GREAT SMITH STREET
LONDON
SW1P 3BT

Objectives

1) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN THE ARTS AND SCIENCES AND IN THE PROFESSIONS INDUSTRY, COMMERCE, CRAFTS AND TECHNOLOGY OF THE UNITED KINGDOM AND THEIR HISTORICAL DEVELOPMENT AND IN THE SKILLS AND DISCIPLINES INHERENT THEREIN BOTH GENERALLY AND BY THE PROVISION OF SCHOLARSHIPS, FELLOWSHIPS AND OTHER EDUCATIONAL AWARDS, PARTICULARLY BUT NOT EXCLUSIVELY TO ENABLE INDIVIDUALS TO PARTICIPATE IN HIGHER EDUCATION 2) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN THE HISTORICAL DEVELOPMENT AND CURRENT ROLE OF THE CONSTITUTIONAL MONARCHY OF THE UNITED KINGDOM AND IN PARTICULAR THE RELATIONSHIP BETWEEN THE CONSTITUTIONAL MONARCHY OF THE UNITED KINGDOM AND THE COMMONWEALTH AND THE COUNTRIES OF EUROPE 3) THE PROMOTION OF INDUSTRY AND COMMERCE FOR THE PUBLIC BENEFIT 4) THE PROMOTION AND ADVANCEMENT OF SUCH OTHER PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE UNDER THE LAW OF ENGLAND

Defined Area of Benefit:

NOT DEFINED

Data Sources