Finance Score: 1

Governance Score: 4

Support Score: 1

Reasonable growth: +1

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

Grant maker support: +1

Overall GiG Score: 6

THE EDMUND TRUST

THE PRINCIPAL AIM OF THE CHARITY IS TO IMPROVE, SUPPORT AND PROVIDE INFORMATION AND SERVICES FOR PEOPLE WITH LEARNING DIFFICULTIES, THEIR FAMILIES AND CARERS, WHO LIVE IN CAMBRIDGE AND THE SURROUNDING AREA.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

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
31/03/23		£8,406	£8,108	£298	£0	£3,966	£3,558	5.3	224	67
31/03/22		£6,763	£6,413	£350	£0	£3,479	£3,452	6.5	196	71
31/03/21		£6,121	£5,925	£196	£0	£2,971	£24	0	230	52
31/03/20	*	£5,840	£5,772	£69	£0	£2,829	£2,815	5.9	219	70
31/03/19		£5,159	£5,141	£19	£10	£1,784	£1,769	4.1	185	70
31/03/18		£4,329	£4,221	£107	£16	£1,778	£1,772	5	169	0
31/03/17	*	£5,092	£4,530	£562	£13	£1,671	£1,664	4.4	163	0
31/03/16		£3,940	£4,050	£-110	£14	£1,206	£1,201	3.6	214	0
31/03/15		£3,563	£3,598	£-34	£44	£1,316	£1,316	4.4	131	0
31/03/14		£2,986	£3,085	£-99	£23	£1,351	£1,351	5.3	130	0
31/03/13		£2,760	£2,888	£-128	£163	£1,450	£1,450	6	127	0
31/03/12		£2,648	£2,659	£-12	£40	£1,578	£1,533	6.9	122	0
31/03/11	*	£2,748	£2,707	£40	£231	£1,589	£1,504	6.7	93	0
31/03/10	*	£2,784	£2,811	£-27	£241	£1,549	£1,399	6	90	0
31/03/09		£2,643	£2,516	£127	£236	£1,576	£1,380	6.6	95	0
31/03/08		£2,347	£2,318	£29	£34	£1,573	£1,490	7.7	95	0
31/03/07	*	£2,212	£2,158	£54	£13	£1,552	£1,478	8.2	86	0
31/03/06		£2,017	£1,901	£116	£0	£0	£0	n/a	0	0
31/03/05	*	£1,952	£1,903	£49	£0	£0	£0	n/a	0	0
31/03/04	*	£1,698	£1,774	£-76	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 36%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 5.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1

Asset Split ?

Established: 30 years

www.edmundtrust.org.uk

info@edmundtrust.org.uk

01223883130

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Education/Training

GiG Classification

Services for people with disabilities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cambridgeshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

224 employees
67 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
BBC Children in Need - Grant to The Edmund Trust
£28,050	13/03/2018 36	This project will provide befriending support to children and young people with learning disabilities. The project will reduce isolation, build relationships and increase emotional wellbeing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-70

DEBORAH ELLEN COPPING Appointed: 2023, Occupation: Carer

MARIANNA SANTOCCHINI Appointed: 2023, Occupation: Teacher

NICHOLAS TILEY Appointed: 2024, Occupation: Director

ELISABETH KRON Appointed: 2020, Occupation: Systems Analyst

JOHN RAYMOND BRAGG Appointed: 2020, Occupation: Engineer

HOWARD MASON Appointed: 2020, Occupation: Consultant, Other trusteeships: PEACE DIRECT, THE MAYOR OF LONDON'S FUND FOR YOUNG MUSICIANS,

NAOMI TOMKYS OBE (Chair) Appointed: 2021, Occupation: Chief Executive, Other trusteeship: PAYPAL GIVING FUND UK,

Legal constitution

Charitable company registered in England & Wales on 04/01/1994, number: 1030968
Registered at Companies House on 16/11/1993, number: 02872186

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
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; AR20: 4 days late, AR17: 1 days late, AR11: 30 days late, AR10: 1 days late, AR07: 3 days late, AR05: 15 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from EDDIE'S TRUST on 08/10/2020

Main office

Suite G10
Blenheim House
Cambridge Innovation Park
Denny End Road
Waterbeach
Cambridg

Objectives

1. THE RELIEF OF SERVICE USERS (AS DEFINED BELOW), IN PARTICULAR BY THE PROVISION OF HELP AND SUPPORT FOR THEM AND FOR THEIR FAMILIES, DEPENDANTS AND CARERS.2. THE PROVISION OR ASSISTANCE IN THE PROVISION OF FACILITIES FOR THE HOUSING, EDUCATION, TRAINING, EMPLOYMENT, RECREATION AND LEISURE TIME OCCUPATION FOR PEOPLE WHO HAVE NEED THEREOF BY REASON OF BEING SERVICE USERS, WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.SERVICE USERS MEANS PEOPLE WITH EITHER A LEARNING DISABILITY, OR A LEARNING DISABILITY AND A PHYSICAL DISABILITY.LEARNING DISABILITY MEANS ANY DEVELOPMENTAL DISABILITY OF THE MIND AND ANY ASSOCIATED CONDITION HOWSOEVER CAUSED AND WHETHER MILD, MODERATE OR SEVERE.

Defined Area of Benefit:

CAMBRIDGE AND IMMEDIATELY SURROUNDING AREA

Data Sources