Finance Score: -1

Governance Score: -4

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
No PartB

No conflicts policy: -1
2 Trustees: -2

No supporters identified

Overall GiG Score: -5

THE DAVID ROBBIE CHARITABLE TRUST

Grant Making

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 2 trustees

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
05/04/23	£21	£23	£-2	n/a	n/a	n/a	n/a	n/a
05/04/22	£0	£11	£-11	n/a	n/a	n/a	n/a	n/a
05/04/21	£1	£4	£-3	n/a	n/a	n/a	n/a	n/a
05/04/20	£1	£20	£-19	n/a	n/a	n/a	n/a	n/a
05/04/19	£5	£17	£-12	n/a	n/a	n/a	n/a	n/a
05/04/18	£4	£9	£-5	£0	£0	£0	n/a	0
05/04/17	£10	£7	£4	£0	£0	£0	n/a	0
05/04/16	£2	£10	£-8	£0	£0	£0	n/a	0
05/04/15	£3	£15	£-12	£0	£0	£0	n/a	0
05/04/14	£1	£2	£-1	£0	£0	£0	n/a	0
05/04/13	£2	£21	£-19	£0	£0	£0	n/a	0
05/04/12	£4	£2	£2	£0	£0	£0	n/a	0
05/04/11	£4	£23	£-19	£0	£0	£0	n/a	0
05/04/10	£4	£8	£-4	£0	£0	£0	n/a	0
05/04/09	£6	£19	£-13	£0	£0	£0	n/a	0
05/04/08	£9	£33	£-24	£0	£0	£0	n/a	0
05/04/07	£8	£12	£-4	£0	£0	£0	n/a	0
05/04/06	£5	£10	£-6	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 19 years

02073534522

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
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 (2)

MESSRS HOARE TRUSTEES LIMITED, Other trusteeships: HENRY HOARE'S CHARITY FOR DISTRIBUTION OF BIBLES AND RELIGIOUS BOOKS, THE SIMON TRUST, SPRINGWATER TRUST, S R FRISBY CHARITABLE TRUST, THE MASTER CHARITABLE TRUST, THE PELL CHARITABLE TRUST,

DAVID ANDREW ROBBIE, Occupation: Director, Other trusteeship: Britten Pears Arts,

Legal constitution

Charity registered in England & Wales on 26/09/2005, number: 1111449

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Financial reserves policy and procedures
Investing charity funds policy and procedures
Investment

Filing Record

18 returns made; all on time

Main office

37 FLEET STREET
LONDON
EC4Y 1BT

Objectives

3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.3.2 THE TRUSTEES MAY IN THEIR DISCRETION FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME, AND THE RESULTING INCOME, IN ANY INVESTMENTS AUTHORISED BY THIS DEED OR BY LAW AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY, WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Defined Area of Benefit:

ANY PART OF THE WORLD

Data Sources