Finance Score: -6

Governance Score: -4

Support Score: 0

Excess reserves: -3
Spending falling: -1
Multiple Deficits and declines: -5
Fundraising costs low: +3

Only 3 Trustees: -2
Good trustee age range: +3
Very static board: -5

No supporters identified

Overall GiG Score: -10

THE BOPARAN CHARITABLE TRUST

The Boparan Charitable Trust aims to help children and young people up to the age of 18, across England and Wales, who are disadvantaged either through poverty, disability or terminal illness.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board composition appears to be very static

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £1,475,554 available, equivalent to 36 months of spending and so may not be able to utilise additional funding
Spending has fallen significantly over the last 5 years relative to the previous period
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
29/12/22		£594	£491	£103	£16	£1,476	£1,476	36.1	2	5
29/12/21		£153	£586	£-432	n/a	n/a	n/a	n/a	n/a	n/a
29/12/20	*	£295	£688	£-393	n/a	n/a	n/a	n/a	n/a	n/a
29/12/19		£745	£1,067	£-322	£29	£2,198	£2,198	24.7	4	0
31/12/18		£999	£758	£241	£12	£2,520	£2,520	39.9	3	5
31/12/17		£615	£931	£-316	£31	£2,279	£2,279	29.4	3	0
31/12/16		£1,076	£912	£164	£30	£2,596	£2,596	34.2	2	0
31/12/15	*	£1,019	£700	£319	£13	£2,431	£2,431	41.7	2	0
31/12/14		£1,089	£310	£779	£9	£2,112	£2,112	81.8	1	0
31/12/13		£1,081	£553	£527	£37	£1,333	£1,333	28.9	1	0
31/12/12		£854	£161	£693	£31	£805	£805	59.9	1	0
31/12/11		£111	£132	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£94	£30	£64	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	*	£71	£2	£70	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 2.7%
Fundraising Costs/Total Spending: 3.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 21%
Liabilities/Income: 66%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 36.1 months
Net Current Assets/Spending: 36 months
Quick Ratio: 4.1

Asset Split ?

Balance Sheet History

Established: 15 years

www.theboparancharitabletrust.com

gareth.aston@boparan.com

01212149364

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Northern Ireland, Scotland,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Age Range of Trustees: 37-75

ANTONIO BOPARAN (Chair) Appointed: 2009, Occupation: Director

BALJINDER BOPARAN Appointed: 2009, Occupation: Director

PROFESSOR SIR KEITH PORTER Appointed: 2015, Occupation: Professor Of Clinical Traumatology/Consultant

Legal constitution

Charitable company registered in England & Wales on 04/06/2009, number: 1129992
Registered at Companies House on 19/03/2009, number: 06852304

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

14 returns made; AR20: 6 days late, AR15: 44 days late, AR09: 2 days late,

Main office

2nd Floor
9 Colmore Row
Birmingham
West midlands
B3 2BJ

Objectives

3.1 THE RELIEF OF SICKNESS AND PROMOTION OF PHYSICAL AND MENTAL HEALTH IN THE UNITEDKINGDOM AND WORLD-WIDE BY PROVIDING OR ASSISTING IN OR FUNDING THE PROVISION OFEQUIPMENT, FINANCIAL SUPPORT, FACILITIES AND SERVICES; AND3.2 THE RELIEF OF FINANCIAL HARDSHIP, EITHER GENERALLY OR INDIVIDUALLY, BY MAKING GRANTS OFMONEY FOR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES;IN ALL CASES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

UNITED KINGDOM AND WORLD-WIDE

Data Sources

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