Finance Score: -13

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -4
Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5

No conflicts policy: -1
Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -13

THE BROOK TRUST

A grant-giving charity supporting charitable causes within and beyond the UK. See www.brooktrust.org for details of current funding criteria.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet

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
There are only 3 trustees

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,672,662 available, equivalent to 43 months of spending and so may not be able to utilise additional funding
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
Income has been volatile and on several occasions in recent years 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
05/04/22		£588	£1,303	£-715	£0	£4,673	£4,673	43	0
05/04/21		£87	£1,098	£-1,010	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£120	£1,187	£-1,068	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£125	£1,256	£-1,131	n/a	n/a	n/a	n/a	n/a
05/04/18		£2,640	£1,437	£1,203	£0	£7,748	£7,748	64.7	0
05/04/17		£1,976	£921	£1,055	£0	£6,600	£6,600	86	0
05/04/16		£536	£877	£-341	£0	£5,117	£5,117	70	0
05/04/15		£82	£999	£-917	£0	£0	£0	n/a	0
05/04/14		£123	£788	£-664	£0	£0	£0	n/a	0
05/04/13		£413	£897	£-483	£0	£0	£0	n/a	0
05/04/12		£377	£1,268	£-891	£0	£0	£0	n/a	0
05/04/11		£798	£848	£-50	£6	£7,691	£7,691	108.8	0
05/04/10		£781	£705	£76	£5	£7,672	£7,672	130.6	0
05/04/09		£8,176	£515	£7,661	£4	£7,665	£7,665	178.6	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 43 months
Net Current Assets/Spending: 1 months
Quick Ratio: 27.9

Asset Split ?

Established: 16 years

www.brooktrust.org

info@brooktrust.org

0702807814

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Other charitable activities

Where it operates

Scotland, 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 (3)

Gender Split

DR ELINOR CLARE CLEGHORN Appointed: 2014

TIM BULL (Chair)

ROSALIND RILEY, Other trusteeships: THE MEMORIAL HALL-FRITTENDEN, SIMPLE 8 THEATRE COMPANY,

Legal constitution

Charity registered in England & Wales on 10/04/2008, number: 1123562

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

14 returns made; AR20: 12 days late, AR19: 19 days late,

Main office

The Brook Trust
PO Box 161
Cranbrook
TN17 9BL

Objectives

4.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST AS TO THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AS THE FOUNDER MAY BY NOTICE IN WRITING TO THE TRUSTEES DETERMINE, FOR OR TOWARDS SUCH CHARITABLE PURPOSES, AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTRUCTIONS, AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE FOUNDER MAY FROM TIME TO TIME BY A LIKE NOTICE DIRECT. WHERE THE FOUNDER HAS NOT, BY 5 APRIL IN THE INCOME TAX YEAR FOLLOWING THAT IN WHICH THE INCOME ARISES, GIVEN A DIRECTION WHICH FULLY DISPOSES OF THE INCOME, THEN SUCH INCOME SHALL BE DISPOSED OF IN ACCORDANCE WITH SUB-CLAUSE 4.24.2 SUBJECT TO, AND IN DEFAULT OF ANY DIRECTION UNDER SUB-CLAUSE 4.1. AND INSOFAR AS ANY SUCH DIRECTION IS NOT EXHAUSTIVE, THE TRUSTEES SHALL APPLY THE INCOME FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND SHALL MAKE DONATIONS TO SUCH CHARITABLE INSTITUTIONS, AT SUCH TIMES AND IN SUCH MANNER, AS TRUSTEES SHALL IN THEIR DISCRETION THINK FIT. 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 AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF 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:

UNDEFINED. IN PRACTICE NATIONAL

Data Sources