Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

P H HOLT FOUNDATION

Charitable company incorporated on 6 March 2006 to receive assets and continue charitable activities of P H Holt Charitable Trust. Assets were transferred by gift on 31 March 2007. Commenced activity on 1 April 2007, primarily as a grant-maker specially interested in the needs of the inhabitants of Merseyside.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender

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
31/03/23		£476	£625	£-149	n/a	n/a	n/a	n/a	n/a
31/03/22		£293	£922	£-629	n/a	n/a	n/a	n/a	n/a
31/03/21		£192	£754	£-562	n/a	n/a	n/a	n/a	n/a
31/03/20		£296	£502	£-206	n/a	n/a	n/a	n/a	n/a
31/03/19		£338	£517	£-179	n/a	n/a	n/a	n/a	n/a
31/03/18		£227	£472	£-244	£0	£0	£0	n/a	0
31/03/17		£271	£333	£-62	£0	£0	£0	n/a	0
31/03/16		£252	£359	£-107	£0	£0	£0	n/a	0
31/03/15		£246	£337	£-91	£0	£0	£0	n/a	0
31/03/14		£280	£213	£67	£0	£0	£0	n/a	0
31/03/13		£293	£239	£54	£0	£0	£0	n/a	0
31/03/12	*	£225	£191	£33	£0	£0	£0	n/a	0
31/03/11		£216	£209	£7	£0	£0	£0	n/a	0
31/03/10		£200	£185	£14	£0	£0	£0	n/a	0
31/03/09	*	£284	£254	£30	£0	£0	£0	n/a	0
31/03/08	*	£262	£231	£31	£0	£0	£0	n/a	0
31/03/07	*	£14,362	£2	£14,360	£2	£14,360	£14,360	112041.9	1

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Highest pay bracket: less than £60,000

Established: 18 years

www.phholtfoundation.org.uk

administrator@phholtfoundation.org.uk

01512372663

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Knowsley, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 47-84

NATAN LEVY Appointed: 2021, Occupation: Portfolio Manager

NIGEL STUART LANCELEY DL FCA Appointed: 2023

ELSPETH CHRISTIE Appointed: 2012, Occupation: Solicitor

IAN DAVID MATTHEWS Appointed: 2014, Occupation: Retired

AMY LOUISA DE JOIA Appointed: 2015, Occupation: Museum Consultant, Other trusteeship: THE ROYAL ALBERT DOCK LIVERPOOL CHARITABLE FOUNDATION,

KEN RAVENSCROFT Appointed: 2012, Occupation: Retired, Other trusteeship: AGE CONCERN LIVERPOOL & SEFTON,

LESLEY CAROL MARTIN-WRIGHT Appointed: 2016, Occupation: Chief Executive, Other trusteeships: LIVERPOOL HOPE UNIVERSITY, THE CORPORATION OF THE CATHEDRAL CHURCH OF CHRIST IN LIVERPOOL,

MICHAEL STUART FURNISS Appointed: 2018, Occupation: It Consultant, Other trusteeship: BIRKENHEAD SCHOOL,

Legal constitution

Charitable company registered in England & Wales on 07/04/2006, number: 1113708
Registered at Companies House on 06/03/2006, number: 05731598

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

17 returns made; AR12: 2 days late, AR09: 89 days late, AR08: 84 days late, AR07: 248 days late,

Main office

151 DALE STREET
LIVERPOOL
L2 2AH

Objectives

FOR CHARITABLE PURPOSES IN THE UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND AND ELSEWHERE AS THE CHARITY IN ITS ABSOLUTE DISCRETION SHALL THINK FIT, TO THE INTENT THAT, BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, THE PRINCIPLE AREA OF ACTIVITY OF THE CHARITY SHALL BE IN THE MERSEYSIDE AREA.

Defined Area of Benefit:

MERSEYSIDE

Data Sources