Finance Score: -4

Governance Score: 7

Support Score: 3

Reasonable growth: +1
Fundraising costs high: -5

No conflicts policy: -1
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +3

Overall GiG Score: 6

THE GRIERSON TRUST

The Grierson Trust promotes documentary filmmaking by giving awards to documentary makers at the annual Grierson British Documentary Awards and in film festivals. It supports documentary film education inter alia by working in partnership with other organisation to support projects aimed at encouraging young people to make and participate in making documentary films.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy
Why are there 17 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£545	£563	£-19	£323	£359	£359	7.6	5	2
31/12/22		£437	£408	£29	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£375	£345	£30	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£328	£217	£111	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£370	£335	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£353	£332	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£266	£264	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£257	£262	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£210	£254	£-44	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£210	£189	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£203	£210	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£200	£223	£-23	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£168	£148	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£121	£127	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£105	£117	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	*	£121	£95	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	*	£143	£120	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	*	£124	£96	£28	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	*	£111	£88	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£193	£58	£135	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 59.4%
Fundraising Costs/Total Spending: 57.3%
Senior Staff Costs/Total Spending: 14%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 11%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 7.6 months
Net Current Assets/Spending: 7 months
Quick Ratio: 6.8

Asset Split ?

Balance Sheet History

Established: 21 years

www.griersontrust.org

awards@griersontrust.org

01462618479

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Provides financial or material assistance

How it operates

Other charitable activities

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Rank Foundation - GOLDEN AWARDS THE GRIERSON TRUST 2022
£20,000	23/03/2022	The Golden Award was given to The Grierson Trust to promote opportunities for young people to work in the creative industries.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (17)

Current Trustees appointed

Gender Split

Based on 14/17 persons

Age Range of Trustees: 37-70

ANDREW ROBERT WORBOYS Appointed: 2021, Occupation: Film Editor

BENJAMIN JOSEPH ANTHONY Appointed: 2018, Occupation: Film-Maker

DANIEL JAMES HORAN Appointed: 2018, Occupation: Head Of Factual Commissioning, Channel 4

DEEPIKA AMALI DE SILVA Appointed: 2023

DONNA TABERER Appointed: 2020, Occupation: Tv Producer And Talent Executive

GUY NICHOLAS DAVIES Appointed: 2019, Occupation: Commissioning Editor (Vp) Factual

HARJEET SINGH CHHOKAR Appointed: 2023, Occupation: Unscripted Development Executive

KRISTINA SOLOMON Appointed: 2021, Occupation: Consultant

LORRAINE HEGGESSEY (Chair) Appointed: 2014, Occupation: Media Executive

LOUISA JANE COMPTON Appointed: 2023, Occupation: Channel 4 Head Of Department

MARJORIE ELLEN KAPLAN Appointed: 2018, Occupation: Media Consultant

MAXINE ELIZABETH WATSON Appointed: 2021, Occupation: Freelance Executive Producer/Consultant

NELESH DHAND Appointed: 2021, Occupation: Creative Director

POPPY JANE FRASER DIXON Appointed: 2020, Occupation: Director, Documentaries And Factual, Sky Uk

ROBERT JOHN STAPLEDON Appointed: 2019, Occupation: Banker

SREYA ANUSHUYA BISWAS Appointed: 2023, Occupation: Commissioning Editor

TANYA JENEME MOTIE Appointed: 2022, Occupation: Retired Tv Executive

Legal constitution

Charitable company registered in England & Wales on 19/11/2003, number: 1100784
Registered at Companies House on 04/08/2003, number: 04855173

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Financial reserves policy and procedures

Filing Record

20 returns made; AR19: 16 days late, AR08: 4 days late, AR07: 25 days late, AR06: 84 days late, AR05: 107 days late,

Main office

Sopher + Co
5 Elstree Gate
Elstree Way
Borehamwood
Hertfordshire
WD6 1JD

Objectives

TO ADVANCE EDUCATION AND PROMOTE THE ARTS FOR THE PUBLIC BENEFIT BY THE PROMOTION AND ENCOURAGEMENT OF HIGHER STANDARDS OF EXCELLENCE IN THE MAKING OF DOCUMENTARY FILMS BY AWARDING OUT OF THE INCOME OF THE CHARITY THE AWARDS KNOWN AS THE GRIERSON AWARDS AND OTHER ANNUAL PRIZES PREVIOUSLY AWARDED BY THE GRIERSON MEMORIAL TRUST ESTABLISHED BY TRUST DEED DATED 11 DECEMBER 1974 OR BY AWARDING SUCH OTHER PRIZES AND CARRYING ON SUCH OTHER ACTIVITIES AS THE DIRECTORS OF THE CHARITY (HEREINAFTER REFERRED TO AS THE TRUSTEES) MAY IN THEIR DISCRETION DETERMINE WILL PROMOTE AND ENCOURAGE SUCH STANDARDS.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources

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