Finance Score: -2

Governance Score: 3

Support Score: 3

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Fundraising costs high: -5

Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 4

THE OGDEN TRUST

The main objectives of the charity are to increase the uptake of physics post-16, particularly for under-represented groups, by supporting the teaching of physics, and supporting students to develop physics identity.

Analysis by Giving is Great

Positives:

The charity has received income from Government contracts
This charity has a robust balance sheet
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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available
There has been a change of accounting period recently, so trends may be hard to determine
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/23		£796	£3,267	£-2,471	£0	£64,372	£64,360	236.4	16
31/08/22		£600	£2,345	£-1,745	£0	£65,301	£65,305	334.1	11
31/08/21?		£503	£2,336	£-1,833	£0	£59,480	£59,480	305.5	8
31/03/20		£324	£2,846	£-2,522	n/a	n/a	n/a	n/a	n/a
31/03/19		£354	£3,541	£-3,187	n/a	n/a	n/a	n/a	n/a
31/03/18		£263	£3,959	£-3,696	£0	£0	£0	n/a	0
31/03/17		£263	£3,494	£-3,232	£0	£0	£0	n/a	0
31/03/16		£234	£4,222	£-3,989	£0	£0	£0	n/a	0
31/03/15		£316	£6,715	£-6,399	£0	£0	£0	n/a	0
31/03/14		£610	£3,064	£-2,454	£9	£48,907	£48,907	191.6	5
31/03/13		£330	£2,203	£-1,873	£0	£0	£0	n/a	0
31/03/12		£282	£1,709	£-1,426	£0	£0	£0	n/a	0
31/03/11		£285	£1,696	£-1,411	£0	£0	£0	n/a	0
31/03/10		£224	£1,450	£-1,226	£0	£0	£0	n/a	0
31/03/09		£201	£1,333	£-1,132	£0	£0	£0	n/a	0
31/03/08		£237	£793	£-556	£0	£0	£0	n/a	0
31/03/07		£259	£1,118	£-860	£0	£0	£0	n/a	0
31/03/06	*	£271	£872	£-601	£0	£0	£0	n/a	0
31/03/05		£246	£778	£-532	£0	£0	£0	n/a	0
31/03/04	*	£273	£438	£-165	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 137.4%
Fundraising Costs/Total Spending: 11.4%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 1%
Liabilities/Income: 74%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 236.4 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.4

Asset Split ?

Established: 30 years

ogdentrust.com

office@ogdentrust.com

0208 634 7470

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People

Who works here?

16 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Gender Split

EDWARD PETER JAMES OGDEN

SIR PETER JAMES OGDEN

TIFFANY CATHERINE ROSE CHAWNER

TIMOTHY SIMMONS Appointed: 2017

CAMERON OGDEN (Chair), Other trusteeship: SHINE: SUPPORT AND HELP IN EDUCATION,

LADY OGDEN, Other trusteeship: ST JOHN'S NOTTING HILL RESTORATION FUND,

Legal constitution

Charity registered in England & Wales on 16/05/1994, number: 1037570

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
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; AR06: 16 days late, AR04: 53 days late,

Recent reorganisation events:

Asset transfer in from SPACELINK LEARNING FOUNDATION on 26/02/2024

Main office

Ogden Trust
Phoenix Brewery
13 Bramley Road
LONDON
W10 6SZ

Objectives

THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT, TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES DECIDE FROM TIME TO TIME IN PARTICULAR BUT NOT LIMITED TO: (I) THE ADVANCEMENT OF EDUCATION; (II) THE ADVANCEMENT OF SCIENCE; AND (III) THE PREVENTION OR RELIEF OF POVERTY AND THE RELIEF OF THOSE IN NEED, BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE

Defined Area of Benefit:

NOT DEFINED

Data Sources