Finance Score: 3

Governance Score: 2

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
Fundraising costs low: +3

No conflicts policy: -1
Good trustee age range: +3

No supporters identified

Overall GiG Score: 5

THE WARBURG CHARITABLE TRUST

The advancement of education in the history of the Classical Tradition of the arts and sciences, in particular, but not by way of limitation, by supporting the activities of the Warburg Institute by such exclusively charitable means as the Trustees shall from time to time determine. Also the promotion of such general charitable purposes as the Trustees shall from time to time determine.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

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	Volun- teers
31/10/22		£1,591	£1,085	£505	£21	£658	£286	3.2	0	5
31/10/21		£55	£56	£-1	n/a	n/a	n/a	n/a	n/a	0
31/10/20		£58	£65	£-7	n/a	n/a	n/a	n/a	n/a	0
31/10/19		£27	£48	£-21	n/a	n/a	n/a	n/a	n/a	0
31/10/18		£76	£0	£76	£0	£0	£0	NAN	0	0
31/10/17		£0	£0	£0	£0	£0	£0	NAN	0	0
31/10/16		£75	£0	£75	£0	£0	£0	NAN	0	0
31/10/15		£21	£0	£21	£0	£0	£0	NAN	0	0
31/10/14	*	£25	£99	£-75	£0	£0	£0	n/a	0	0
31/10/13		£72	£2	£70	£0	£0	£0	n/a	0	0
31/10/12		£2	£12	£-11	£0	£0	£0	n/a	0	0
31/10/11	*	£16	£9	£7	£0	£0	£0	n/a	0	0
31/10/10		£0	£1	£-1	£0	£0	£0	n/a	0	0
31/10/09		£0	£0	£0	£0	£0	£0	NAN	0	0
31/10/08		£0	£9	£-8	£0	£0	£0	n/a	0	0
31/10/07	*	£1	£4	£-3	£0	£0	£0	n/a	0	0
31/10/06	*	£1	£7	£-6	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.3%
Fundraising Costs/Total Spending: 1.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 43%
Reserves/Spending: 3.2 months
Net Current Assets/Spending: 7 months
Quick Ratio: 150.6

Asset Split ?

Established: 19 years
(25 years as a company)

https://warburg.sas.ac.uk/support-us/warburg-

madisson.brown@sas.ac.uk

02078638898

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

Throughout London,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
5 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees:

PROFESSOR JO FOX Appointed: 2022

NAGILA WARBURG Appointed: 2019, Occupation: Academics

PROFESSOR RICHARD WISTREICH Appointed: 2022

BRENDAN GODFREY EAMONN FINUCANE Appointed: 2018, Occupation: Queen'S Counsel, Other trusteeships: City & Guilds Art School Property Trust, THE ZURBARAN TRUST, The Auckland Project, SIR JOHN SOANE'S MUSEUM TRUST, ST BARTHOLOMEW'S HERITAGE,

CHRISTOPHER ALLEN ROSSBACH Appointed: 2018, Occupation: Managing Partner

DANIEL PELTZ Appointed: 2019, Occupation: Company Director, Other trusteeships: MARYLEBONE CRICKET CLUB FOUNDATION, THE NGT FOUNDATION, THE ANNA FREUD CENTRE, CITY OF LONDON SCHOOL BURSARY TRUST, THE MUSIC IN SECONDARY SCHOOLS TRUST, FOUNDATION FOR JEWISH HERITAGE, TUTORING TO THRIVE,

LOYD DANIEL GILMAN GROSSMAN Appointed: 2018, Other trusteeships: THE CAMPDEN SOCIETY, GRESHAM COLLEGE, THE ROYAL PARKS [LIMITED],

MICHELLE LYNN MAHLKE Appointed: 2019, Occupation: Brand And Luxury Consultant

PROFESSOR WILLIAM HOWARD SHERMAN Appointed: 2017, Occupation: Director

STUART RODEN Appointed: 2020, Occupation: Philanthropist, Other trusteeships: THE INSTITUTE OF JEWISH STUDIES, RABBI SACKS LEGACY TRUST, FOUNDATION FOR JEWISH HERITAGE, UP - UNLOCKING POTENTIAL,

Legal constitution

Charitable company registered in England & Wales on 20/06/2005, number: 1110097
Registered at Companies House on 07/10/1998, number: 03645747

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

17 returns made; AR14: 15 days late, AR11: 131 days late, AR07: 61 days late, AR06: 431 days late,

Main office

UNIVERSITY OF LONDON
THE WARBURG INSTITUTE
WOBURN SQUARE
LONDON
WC1H 0AB

Objectives

3.1 THE ADVANCEMENT OF EDUCATION IN THE HISTORY OF THE CLASSICAL TRADITION OF THE ARTS AND SCIENCES, IN PARTICULAR BUT NOT BY WAY OF LIMITATION BY SUPPORTING THE ACTIVITIES OF THE WARBURG INSTITUTE BY SUCH EXCLUSIVELY CHARITABLE MEANS AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.3.2 THE PROMOTION OF SUCH GENERAL CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources