Finance Score: 1

Governance Score: 1

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

No volunteer policy: -2
Good trustee age range: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 5

ROKPA TRUST

To promote Bhuddhism and to foster non-sectarian inter-religious dialogue and understanding. To provide medical care and therapy. To provide education. To relieve poverty.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

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

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £27,076,236 available, equivalent to 152 months of spending and so may not be able to utilise additional funding

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
31/12/22		£1,591	£2,136	£-545	£69	£28,109	£27,076	152.1	9	78
31/12/21		£892	£1,688	£-796	£16	£28,654	£27,716	197	8	74
31/12/20		£2,241	£1,569	£672	£37	£29,255	£19,960	152.6	8	115
31/12/19	*	£3,018	£2,176	£843	£230	£28,584	£19,363	106.8	8	175
31/12/18		£3,164	£2,125	£1,039	£68	£27,692	£18,417	104	10	50
31/12/17		£4,982	£2,606	£2,375	£50	£26,768	£17,318	79.7	6	0
31/12/16		£3,667	£1,954	£1,713	£31	£24,393	£14,614	89.8	6	0
31/12/15		£3,060	£1,993	£1,066	£42	£22,680	£13,029	78.4	6	0
31/12/14		£3,004	£2,531	£473	£277	£21,613	£12,132	57.5	10	0
31/12/13		£4,816	£2,544	£2,272	£342	£21,140	£11,471	54.1	7	0
31/12/12		£4,110	£2,184	£1,926	£255	£18,868	£9,097	50	10	0
31/12/11		£3,063	£1,906	£1,157	£309	£16,942	£7,924	49.9	14	0
31/12/10		£2,828	£1,834	£993	£276	£15,785	£7,120	46.6	6	0
31/12/09		£2,759	£2,155	£604	£288	£14,792	£6,532	36.4	9	0
31/12/08		£2,916	£1,649	£1,267	£286	£14,188	£6,143	44.7	7	0
31/12/07		£2,641	£1,605	£1,036	£345	£12,920	£5,009	37.5	10	0
31/12/06		£2,649	£1,622	£1,026	£0	£0	£0	n/a	0	0
31/12/05		£2,327	£1,199	£1,128	£0	£0	£0	n/a	0	0
31/12/04		£2,448	£1,283	£1,164	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.1%
Fundraising Costs/Total Spending: 3.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 152.1 months
Net Current Assets/Spending: 46 months
Quick Ratio: 25.2

Asset Split ?

Established: 28 years

www.samyeling.org

scotland@samyeling.org

01387373232

Charity Commission for England and Wales

Listed activities

Education/Training
Overseas Aid/Famine Relief
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Social & legal advocacy

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space
Provides services

Where it operates

Scotland, Throughout England And Wales,

Who it helps

People Of A Particular Ethnic Or Racial Origin
The General Public/Mankind

Who works here?

9 employees
78 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Age Range of Trustees: 47-81

ELISE KRISTINE SYLVEST JACOBSEN Appointed: 2003, Occupation: Teacher

KARMA LHAMO COSGROVE Appointed: 1997, Occupation: Chartered Company Secretary

TSULTIM PALBAR LAMA Appointed: 2015, Occupation: Buddhist Monk

VENERABLE ANI LHAMO, Occupation: Personal Assistant

ABBOT LAMA YESHE LOSAL RINPOCHE (Chair), Occupation: Teacher

JOHN FREDERICK MICHAEL MAXWELL Appointed: 1997, Occupation: Retired, Other trusteeship: SOLIHULL SYMPHONY ORCHESTRA,

Legal constitution

Charitable company registered in England & Wales on 19/11/1996, number: 1059293
Registered at Companies House on 07/10/1996, number: 03260031

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR19: 5 days late,

Main office

SAMYE LING TIBETAN CENTRE
ESKDALEMUIR
LANGHOLM
DUMFRIES & GALLOWAY
DG13 0QL

Objectives

(1) TO PROMOTE THE BUDDHIST RELIGION AND TO FOSTER NON-SECTARIAN INTER-RELIGIOUS DIALOGUE AND UNDERSTANDING. (2) TO PROVIDE MEDICAL CARE AND THERAPY. (3) TO PROVIDE EDUCATION. (4) TO RELIEVE POVERTY.

Defined Area of Benefit:

NOT DEFINED

Data Sources