Finance Score: 1
Governance Score: 6
Support Score: 3
  • Strong growth: +2
  • Volatile income -1
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 10 ?

BAGRI FOUNDATION

Applications for support from UK and overseas will be considered.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • This charity has an endowment fund which generates all of its income
  • There has been strong growth in spending over the last 5 years
  • The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

  • Income has been volatile recently but spending has been maintained

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/08/23£602£1,721£-1,119£0£14,311£14,31199.850
31/08/22£502£1,332£-831£0£15,494£15,494139.640
31/08/21£2,772£1,279£1,493£0£16,114£16,114151.150
31/08/20?£2,473£1,061£1,412£0£14,622£14,622165.460
30/06/19£617£855£-238£0£13,210£13,210185.360
30/06/18£1,671£695£977£0£13,448£13,448232.460
30/06/17£519£583£-64£0£12,471£12,471256.750
30/06/16£619£1,209£-590£0£13,251£13,251131.520
30/06/15£458£696£-238n/an/an/an/an/an/a
30/06/14£166£385£-218n/an/an/an/an/an/a
30/06/13£151£309£-158n/an/an/an/an/an/a
30/06/12£12,603£282£12,320£4£14,456£14,456614.800
30/06/11£59£57£3n/an/an/an/an/an/a
30/06/10£61£42£19n/an/an/an/an/an/a
30/06/09£69£132£-63n/an/an/an/an/an/a
30/06/08£118£173£-54n/an/an/an/an/an/a
30/06/07£109£120£-11n/an/an/an/an/an/a
30/06/06£102£80£22n/an/an/an/an/an/a
30/06/05£100£91£9n/an/an/an/an/an/a
30/06/04£85£186£-101n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 99.8 months
Net Current Assets/Spending: 45 months
Quick Ratio: 62.2
Asset Split ?
Balance Sheet History
Established: 34 years

www.bagrifoundation.org

enquiries@bagrifoundation.org

02072800000

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Religious Activities
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Grant-making foundations
How it operates
  • Makes grants to individuals
  • Makes grants to organisations
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)
Gender Split

Age Range of Trustees: 39-85
  • ADITI MALHOTRA Appointed: 2019, Occupation: Director
  • AMISHA BAGRI Appointed: 2018, Occupation: Company Director
  • THE HON MR APURV BAGRI, Occupation: Company Director
  • THE HON MRS ALKA BAGRI Appointed: 2013, Occupation: Company Director
  • THE LADY BAGRI, Occupation: Company Director
Legal constitution
  • Charitable company registered in England & Wales on 04/09/1990, number: 1000219
  • Registered at Companies House on 13/08/1990, number: 02530127
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints 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
  • Paying staff
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media 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

25-27 Lorne Close
London
NW8 7JJ

Objectives

TO PROMOTE SUCH CHARITABLE PURPOSES AND TO ASSIST SUCH CHARITABLE INSITUTIONS AS THE DIRECTORS THINK FIT

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources

Charity Commission for England and Wales

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