Finance Score: 3

Governance Score: 6

Support Score: 3

Good reserves management: +3

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

Gov Income
Grant maker support: +3

Overall GiG Score: 12

EVNIA CHARITABLE TRUST

The Object of the Charity is the relief of those who are in need due to low financial resilience, poverty, hardship or distress, in such manner as the Trustees think fit.

Analysis by Giving is Great

Positives:

The charity has received income from Government contracts
More than half of total income was derived from trading and fees in the latest year
Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Established: 19 years

www.sttf.org.uk

soglesby@aurigaservices.co.uk

01213557766

Charity Commission for England and Wales

Tweets

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	£8,270	£7,569	£700	£0	£2,918	£2,918	4.6	92
31/03/22	£6,510	£6,844	£-334	£0	£2,281	£2,281	4	89
31/03/21	£6,797	£6,186	£611	£0	£2,564	£2,293	4.4	78
31/03/20	£5,765	£5,718	£48	£0	£1,741	£1,741	3.7	67
31/03/19	£5,368	£5,445	£-77	£0	£1,813	£1,813	4	64
31/03/18	£5,519	£5,788	£-269	£0	£1,856	£1,856	3.8	64
31/03/17	£5,295	£5,227	£67	£0	£2,117	£2,117	4.9	59
31/03/16	£4,817	£5,085	£-268	£0	£1,949	£1,949	4.6	50
31/03/15	£4,242	£4,349	£-107	£8	£2,250	£2,250	6.2	0
31/03/14	£4,645	£4,070	£575	£7	£2,351	£2,351	6.9	0
31/03/13	£4,429	£3,978	£452	£7	£1,780	£1,780	5.4	0
31/03/12	£4,739	£4,840	£-101	£7	£1,325	£1,325	3.3	0
31/03/11	£5,600	£5,534	£66	£7	£1,472	£1,472	3.2	0
31/03/10	£6,725	£6,716	£9	£6	£1,398	£1,398	2.5	0
31/03/09	£5,572	£5,413	£159	£13	£1,018	£1,018	2.3	0
31/03/08	£4,583	£4,591	£-8	£0	£967	£967	2.5	0
31/03/07	£3,584	£3,362	£223	£0	£1,007	£1,007	3.6	0
31/03/06	£3,517	£3,104	£414	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 10%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 58%
Liabilities/Income: 48%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 4.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.8

Asset Split ?

Listed activities

The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

92 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 37-72

CRAIG SIMMONS Appointed: 2018, Occupation: Public Servant

HAZEL DIANNE MOSS Appointed: 2019, Occupation: Director

HITEN PATEL Appointed: 2022, Occupation: Employed

PAUL CLIVE STONE (Chair) Appointed: 2017, Occupation: Company Director, Other trusteeship: Services For Education Limited,

RICHARD WALKER Appointed: 2021, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 24/02/2005, number: 1108278
Registered at Companies House on 21/01/2005, number: 05338827

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

18 returns made; all on time

Main office

12-14 MILL STREET
SUTTON COLDFIELD
WEST MIDLANDS
B72 1TJ

Objectives

THE OBJECT OF THE CHARITY IS THE RELIEF OF THOSE WHO ARE IN NEED DUE TO LOW FINANCIAL RESILIENCE, POVERTY, HARDSHIP OR DISTRESS, IN SUCH MANNER AS THE TRUSTEES THINK FIT.

Defined Area of Benefit:

FOR THE BENEFIT OF THOSE PEOPLE IN NEED WHO ARE SUPPLIED BY THE SEVERN TRENT WATER LIMITED COMPANY.

Data Sources