Finance Score: 1

Governance Score: 3

Support Score: 0

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

Good trustee age range: +3

No supporters identified

Overall GiG Score: 4

BELVEDERE TRUST

Grant making to organisations.

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £26,404,813 available, equivalent to 1072 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
31/03/23		£785	£295	£490	£0	£33,092	£26,405	1072.4	7
31/03/22		£185	£676	£-491	n/a	n/a	n/a	n/a	n/a
31/03/21		£443	£544	£-101	n/a	n/a	n/a	n/a	n/a
31/03/20		£241	£391	£-150	n/a	n/a	n/a	n/a	n/a
31/03/19		£246	£280	£-34	n/a	n/a	n/a	n/a	n/a
31/03/18		£3,933	£302	£3,631	£0	£21,455	£21,455	852.2	0
31/03/17		£3,101	£86	£3,015	£0	£17,820	£17,820	2485.4	0
31/03/16		£709	£242	£468	£0	£14,737	£14,737	732.1	0
31/03/15		£61	£1,183	£-1,122	£0	£0	£0	n/a	0
31/03/14		£145	£154	£-8	£0	£0	£0	n/a	0
31/03/13		£330	£164	£166	£0	£0	£0	n/a	0
31/03/12		£6,015	£161	£5,854	£59	£14,472	£6,979	519	0
31/03/11		£7,743	£60	£7,683	£22	£8,161	£661	132.5	0
31/03/10?		£32	£95	£-63	£0	£0	£0	n/a	0
31/12/08	*	£187	£24	£163	£0	£0	£0	n/a	0
31/12/07		£8	£3	£4	£0	£0	£0	n/a	0
31/12/06	*	£31	£34	£-3	£0	£0	£0	n/a	0
31/12/05	*	£1	£3	£-2	£0	£0	£0	n/a	0
31/12/04		£1	£3	£-2	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.6%
Fundraising Costs/Total Spending: 13.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 1072.4 months
Net Current Assets/Spending: 56 months
Quick Ratio: 7.3

Asset Split ?

Established: 25 years

info@thebelvederetrust.com

02074312012

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-71

ALEXANDER GABRIELE Appointed: 2020, Occupation: Fund Manager

JAMES RODITI Appointed: 2016, Occupation: Business Development Associate

JOHN DAVID CRACKNELL (Chair) Appointed: 2008, Occupation: Chartered Accountant, Other trusteeship: THE JUBILANT TRUST,

LAWRENCE HENE Appointed: 2014, Occupation: Director

PAMELA KLABER Appointed: 2016, Occupation: Art Historian

SARA VICTORIA ROSE LANGRIDGE Appointed: 2021, Occupation: Producer

VISCOUNT JOHN CLIVE MACKINTOSH OF HALIFAX Appointed: 2016

Legal constitution

Charitable company registered in England & Wales on 20/12/1999, number: 1078667
Registered at Companies House on 26/10/1999, number: 03868725

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

19 returns made; AR08: 15 days late, AR06: 11 days late, AR05: 5 days late,

Main office

THE BELVEDERE
2 BACK LANE
LONDON
NW3 1HL

Objectives

TO APPLY THE FUNDS OF THE COMPANY TOWARDS, OR IN FURTHERANCE, OR IN ADVANCEMENT, OR FOR THE BENEFIT OF SUCH ONE OR MORE CHARITIES, CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION SELECT AND TO UNDERTAKE ANY OTHER CHARITABLE PURPOSE.

Defined Area of Benefit:

NOT DEFINED

Data Sources