Finance Score: -8

Governance Score: -13

Support Score: 0

Accounts overdue -5
Volatile income: -3
No PartB

2 Trustees: -2
Narrow trustee age band: -2
Very static board: -5
All male board: -3

No supporters identified

Overall GiG Score: -21

THE LEOPOLD TRUST

The Leopold String Trio disbanded in October 2012. The Trust is using its remaining funds to support suitable projects involving the Trio's former members.The Trust may also facilitate support for other ensembles where appropriate, but does not make grants to uninvited applicants.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 2 trustees
The Board is completely male
The Board composition appears to be very static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile recently

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
31/03/22		£2	£1	£0	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/03/20		£1	£3	£-3	n/a	n/a	n/a	n/a	n/a
31/03/19		£7	£6	£1	n/a	n/a	n/a	n/a	n/a
31/03/18		£2	£1	£1	£0	£0	£0	n/a	0
31/03/17		£1	£0	£1	£0	£0	£0	n/a	0
31/03/16		£8	£9	£0	£0	£0	£0	n/a	0
31/03/15		£13	£12	£1	£0	£0	£0	n/a	0
31/03/14		£12	£19	£-7	£0	£0	£0	n/a	0
31/03/13		£10	£13	£-3	£0	£0	£0	n/a	0
31/03/12		£14	£10	£4	£0	£0	£0	n/a	0
31/03/11		£7	£4	£3	£0	£0	£0	n/a	0
31/03/10		£17	£12	£4	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 15 years

020 7354 4875

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

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

Age Range of Trustees: 76-86

MR BOB BOAS Appointed: 2009, Occupation: Retired, Other trusteeships: AMSCORDI LIMITED, THE NATIONAL LIFE STORY COLLECTION, THE NICHOLAS BOAS CHARITABLE TRUST, THE FIDELIO CHARITABLE TRUST, HATFIELD HOUSE CHAMBER MUSIC FESTIVAL,

SIR VERNON JAMES ELLIS Appointed: 2009, Occupation: Chairman, Other trusteeship: THE VERNON ELLIS FOUNDATION,

Legal constitution

Charity registered in England & Wales on 24/04/2009, number: 1129292

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

13 returns made; AR21: 1 days late,

Main office

3 ALMEIDA STREET
LONDON
N1 1TA

Objectives

1 TO PROMOTE IMPROVE DEVELOP MAINTAIN AND ADVANCE EDUCATION AND THE ARTS FOR THE PUBLIC BENEFIT IN PARTICULAR THROUGH THE PROMOTION SUPPORT AND ENCOURAGEMENT OF THE ART OF MUSIC AND ALL OTHER ART FORMS AND SPECIFICALLY WITHOUT LIMITATION THE MUSIC OF THE LEOPOLD STRING TRIO BY THE PRESENTATION OF PERFORMANCES, MASTER CLASSES AND RECORDINGS;2 TO BENEFIT ANY CHARITY OR FURTHER ANY CHARITABLE PURPOSE AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL.

Data Sources