Finance Score: -2

Governance Score: -1

Support Score: 3

Multiple Deficits: -2
No PartB

Mainly male board: -1

Grant maker support: +3

Overall GiG Score: 0

THE CAZENOVE CHARITABLE TRUST

The trust primarily supports charitable fundraising by funding a match giving scheme whereby money raised for charity by employees and retired employees of JP Morgan Cazenove and Cazenove Capital management is matched with an equal donation from the Trust (up to -À500 per person per annum).

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
31/12/22		£74	£108	£-35	n/a	n/a	n/a	n/a	n/a
31/12/21		£57	£65	£-8	n/a	n/a	n/a	n/a	n/a
31/12/20		£76	£70	£6	n/a	n/a	n/a	n/a	n/a
31/12/19		£98	£64	£33	n/a	n/a	n/a	n/a	n/a
31/12/18		£91	£80	£11	£0	£0	£0	n/a	0
31/12/17		£88	£74	£14	£0	£0	£0	n/a	0
31/12/16		£78	£78	£1	£0	£0	£0	n/a	0
31/12/15		£82	£80	£2	£0	£0	£0	n/a	0
31/12/14		£79	£54	£26	£0	£0	£0	n/a	0
31/12/13		£70	£44	£26	£0	£0	£0	n/a	0
31/12/12		£70	£39	£31	£0	£0	£0	n/a	0
31/12/11		£467	£26	£440	£0	£0	£0	n/a	0
31/12/10	*	£606	£12	£594	£3	£1,813	£1,813	1761	0
31/12/09	*	£36	£37	£-1	£0	£0	£0	n/a	0
31/12/08	*	£44	£27	£16	£0	£0	£0	n/a	0
31/12/07		£45	£47	£-2	£0	£0	£0	n/a	0
31/12/06		£35	£224	£-189	£0	£0	£0	n/a	0
31/12/05?		£33	£154	£-121	£0	£0	£0	n/a	0
30/04/04		£56	£27	£29	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 23 years

02076581178

Charity Commission for England and Wales

Listed activities

Animals
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
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 Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

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
Department for Business, Energy and Industrial Strategy - Virtual Reality Fire Safety Training Simulation
£24,146	01/11/2021	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10005757

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

DAMIAN PAUL JOHN ROBINSON Appointed: 2020

JAMES STEPHEN BARKER Appointed: 2015

JOHN WILLIAM PETER MAYNE Appointed: 2017

NICHOLAS RODNEY HALL Appointed: 2019

LUCINDA NAPIER Appointed: 2014, Other trusteeship: THE LONDON ORPHAN ASYLUM (REED'S SCHOOL),

MICHAEL RICHARD PARKES POWER, Other trusteeship: POWER FAMILY CHARITABLE TRUST,

MICHAEL WENTWORTH-STANLEY, Other trusteeships: THE ANTONY HORNBY CHARITABLE TRUST, THE DAVID WENTWORTH-STANLEY CHARITABLE TRUST,

WILLIAM PHILIP FOX Appointed: 2023, Other trusteeship: THE MOUNTBATTEN MEMORIAL TRUST,

Legal constitution

Charity registered in England & Wales on 04/06/2001, number: 1086899

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR10: 133 days late, AR09: 493 days late, AR08: 4 days late,

Main office

Cazenove Capital
1 London Wall Place
London
EC2Y 5AU

Objectives

FOR SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources