Overall Score: 16 based on 18 data points

Finance: 0

Governance: 6

Support: 10

Good trustee age range: +3, Dynamic board: +3,

Large volunteers +3, Supporters: +7

THE BROKERAGE CITYLINK

To provide a 'pathway' of opportunity for state school students in London to access careers in business or the financial services and improve their employability skills. This includes delivering awareness raising workshops for students in local schools, bringing groups of young people into the City to visit City companies and matching inner city young people with work placements.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine

Established: 27 years

www.thebrokerage.org.uk

accounts@thebrokerage.org.uk

02076289904

Charity Commission for England and Wales

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
31/08/22	£767	£761	£7	£152	£489	£486	7.7	15	645
31/08/21	£621	£599	£22	£138	£483	£465	9.3	11	167
31/08/20?	£964	£874	£90	£129	£461	£431	5.9	10	1,527
31/03/19	£689	£673	£16	£84	£371	£289	5.2	11	1,627
31/03/18	£706	£699	£7	£76	£355	£300	5.2	11	1,206
31/03/17	£741	£662	£79	£55	£348	£294	5.3	10	0
31/03/16	£665	£742	£-77	£65	£268	£255	4.1	11	0
31/03/15	£622	£625	£-3	£59	£350	£260	5	10	0
31/03/14	£653	£595	£58	£44	£353	£224	4.5	11	0
31/03/13	£574	£578	£-4	£35	£295	£187	3.9	10	0
31/03/12	£590	£627	£-37	£29	£299	£150	2.9	9	0
31/03/11	£660	£625	£34	£79	£335	£88	1.7	10	0
31/03/10	£549	£607	£-58	£75	£301	£70	1.4	11	0
31/03/09	£761	£780	£-19	£100	£359	£125	1.9	12	0
31/03/08	£865	£807	£58	£97	£378	£102	1.5	11	0
31/03/07	£815	£749	£66	£200	£320	£0	n/a	15	0
31/03/06	£761	£689	£72	n/a	n/a	n/a	n/a	n/a	0
31/03/05	£662	£644	£18	n/a	n/a	n/a	n/a	n/a	0
31/03/04	£538	£578	£-40	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 19.9%
Fundraising Costs/Total Spending: 20%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 29%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 7.7 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3

Asset Split ?

What it does

Economic/Community Development/Employment
Education/Training
The Prevention Or Relief Of Poverty

Who works here?

15 employees
645 volunteers

Who it helps

Children/Young People
Other Defined Groups

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout London,

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.

Major supporters in last 5 years

City Bridge Trust	£39,876
Garfield Weston Foundation	£30,000
The National Lottery Community Fund	£10,000
The EQ Foundation	£3,500

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation
£30,000	11/03/2022	Core funding
The National Lottery Community Fund
£10,000	11/02/2022	The funding will be used to train young people to deliver consultancy to companies on making their HR policies and practice more inclusive to young people from less advantaged backgrounds. The ....more The funding will be used to train young people to deliver consultancy to companies on making their HR policies and practice more inclusive to young people from less advantaged backgrounds. The project aim is to give young people from disadvantage backgrounds a voice and influence over how business operate as well as them gaining valuable skills and experience along the way.
City Bridge Trust
£39,876	28/05/2020	A grant of £39,876 to fund the essential and urgent costs outlined in the appliciation, so that the organisation can carry on providing support to Londoners.
The Childhood Trust
£3,000	10/12/2019	Classroom to Boardroom gives Year 6 children (age 10-11) a behind-the scenes insight to the world of work. Pupils visit prestigious companies, meet professionals and learn about careers they may ....more Classroom to Boardroom gives Year 6 children (age 10-11) a behind-the scenes insight to the world of work. Pupils visit prestigious companies, meet professionals and learn about careers they may otherwise not hear about, helping to boost their attainment, goals and dreams for the future.
The EQ Foundation
£3,500	15/12/2018	Unrestricted via Big Give Xmas Appeal
The National Lottery Community Fund
£5,211	22/11/2018 12	The project will create careers advice videos for young people with the aim of providing support and information regarding future career options.
The EQ Foundation
£5,000	01/12/2016	Via Big Give
The Childhood Trust
£5,000	18/12/2015	A free service to young Londoners at state schools seeking advice or support regarding accessing career opportunities in business. This could be helping with a CV or a pre-interview skills session, ....more A free service to young Londoners at state schools seeking advice or support regarding accessing career opportunities in business. This could be helping with a CV or a pre-interview skills session, or providing guidance to a young person lacking in confidence by email, telephone or face-to-face.
The National Lottery Community Fund
£10,000	23/01/2014 12	This is a project by a charity in the City of London. The group will use the funding to redesign their website. This will increase the capacity of the organisation by improving accessibility and also ....more This is a project by a charity in the City of London. The group will use the funding to redesign their website. This will increase the capacity of the organisation by improving accessibility and also provide free resources to increased numbers of beneficiaries._x000B_

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Age Range of Trustees: 35-66

CLAIRE RACHAEL TAYLOR-HARRIS
Appointed: 2020, Occupation: Consultant

DAVID LEE
Appointed: 2022, Occupation: Financial Modeller

MOHAMMED MARIKAR
Appointed: 2016, Occupation: Wealth Manager

PHILIP JAMES GRANT (Chair)
Appointed: 2016, Occupation: Consultant

SEAN EDWARD TAYLOR
Appointed: 2023, Occupation: Wealth Director/Banker
Other trusteeships: REMOUNT T/A FUTURE FOR HEROES LTD, GIVE US TIME, SANDHURST TRUST,

SONIA LUCY JENKINS
Appointed: 2023, Occupation: Global Head Of Reward, Wellbeing & Inclusion

Legal constitution

Charitable company registered in England & Wales on 12/11/1996, number: 1059173
Registered at Companies House on 03/08/1995, number: 03087362
Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Main office

The Brokerage Citylink
c/o Sayer Vincent Llp
Invicta House
108-114 Golden Lane
LONDON
EC1Y 0TL

Objectives

THE CHARITY’S OBJECTS (“THE OBJECTS”) ARE THE RELIEF OF UNEMPLOYMENT FOR THE PUBLIC BENEFIT PARTICULARLY AMONGST DISADVANTAGED PERSONS RESIDENT IN AREAS OF DEPRIVATION IN THE UNITED KINGDOM, INCLUDING YOUNG PEOPLE IN EDUCATIONAL ESTABLISHMENTS, ETHNIC MINORITY GROUPS, WOMEN AND THOSE WITH DISABILITIES, IN SUCH WAYS AS THE TRUSTEES MAY THINK FIT BUT IN PARTICULAR BY:A) THE ESTABLISHMENT IN LIFE OF YOUNG PERSONS BY THE PROVISION OF ADVICE, GUIDANCE AND VOCATIONAL TRAINING;B) THE PROVISION OF ADVICE, GUIDANCE AND VOCATIONAL TRAINING TO UNEMPLOYED INDIVIDUALS TO FIND EMPLOYMENT; ANDC) THE PROVISION OF ONGOING JOB SEARCH SUPPORT.

Defined Area of Benefit: INNER LONDON AREA

Data Sources