Finance Score: -3

Governance Score: 0

Support Score: 0

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

THE MARGARETHE CHARITABLE TRUST

The trust deed provides for the trustees to hold the trust fund and the income thereof for such charitable purposes as the trustees think fit.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 3 trustees

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
05/04/23		£10	£441	£-431	n/a	n/a	n/a	n/a	n/a
05/04/22		£8	£100	£-92	n/a	n/a	n/a	n/a	n/a
05/04/21		£13	£343	£-330	n/a	n/a	n/a	n/a	n/a
05/04/20		£20	£89	£-69	n/a	n/a	n/a	n/a	n/a
05/04/19		£29	£29	£-1	n/a	n/a	n/a	n/a	n/a
05/04/18		£27	£33	£-5	£0	£0	£0	n/a	0
05/04/17		£39	£29	£9	£0	£0	£0	n/a	0
05/04/16		£28	£36	£-9	£0	£0	£0	n/a	0
05/04/15		£32	£48	£-16	£0	£0	£0	n/a	0
05/04/14		£76	£87	£-12	£0	£0	£0	n/a	0
05/04/13		£135	£94	£41	£0	£0	£0	n/a	0
05/04/12		£11	£17	£-6	£0	£0	£0	n/a	0
05/04/11		£110	£111	£-1	£0	£0	£0	n/a	0
05/04/10		£12	£13	£-1	£0	£0	£0	n/a	0
05/04/09		£93	£94	£-1	£0	£0	£0	n/a	0
05/04/08		£135	£132	£3	£0	£0	£0	n/a	0
05/04/07		£21	£17	£4	£0	£0	£0	n/a	0
05/04/06		£15	£18	£-3	£0	£0	£0	n/a	0
05/04/05	*	£15	£16	£-1	£0	£0	£0	n/a	0
05/04/04	*	£15	£19	£-4	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 30 years

02083366196

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

HELEN MARGARET SPIRO

NICOLA ANNA BANNERMAN

ANTHONY JOHN SPIRO OBE JP, Other trusteeships: MID MEDIATION AND COUNSELLING LTD, THE FREUD MUSEUM LONDON, THE ASSOCIATION OF JEWISH REFUGEES (AJR),

Legal constitution

Charity registered in England & Wales on 22/12/1993, number: 1030839

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR05: 55 days late, AR04: 28 days late,

Main office

MONTAGUE HOUSE
SOAMES WALK
NEW MALDEN
KT3 4RZ

Objectives

THE BENEFIT OF ANY ONE OR MORE CHARITIES OR CHARITABLE PURPOSES AS THE TRUSTEES OF THE CHARITY SHALL IN THEIR DISCRETION FROM TIME TO TIME THINK FIT

Defined Area of Benefit:

NATIONAL

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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