Finance Score: -5

Governance Score: 6

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

ALIXPARTNERS (UK) CHARITABLE FOUNDATION

THE FOUNDATION SUPPORTS CHARITIES AND CHARITABLE ACTIVITIES WHICH THE TRUSTEES IN THEIR ABSOLUTE DISCRETION DETERMINE. THE TRUSTEES ATTEMPT TO EXERCISE SUCH DISCRETION FOR CAUSES :A) WITH WHICH THE SETTLOR IS HAPPY TO BE ASSOCIATEDB) THAT ARE FOCUSED ON A LOCAL OR COMMUNITY ISSUEC) WHICH DO NOT HAVE ACCESS TO GOVERNMENT SUPPORT

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	Volun- teers
31/03/23		£59	£90	£-32	n/a	n/a	n/a	n/a	n/a	1
31/03/22		£76	£71	£5	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£54	£109	£-55	n/a	n/a	n/a	n/a	n/a	1
31/03/20		£99	£84	£15	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£107	£79	£28	n/a	n/a	n/a	n/a	n/a	20
31/03/18	*	£63	£68	£-5	£0	£0	£0	n/a	0	0
31/03/17	*	£109	£116	£-7	£0	£0	£0	n/a	0	0
31/03/16	*	£120	£111	£9	£0	£0	£0	n/a	0	0
31/03/15		£138	£122	£17	£0	£0	£0	n/a	0	0
31/03/14		£119	£95	£24	£0	£0	£0	n/a	0	0
31/03/13		£50	£80	£-30	£0	£0	£0	n/a	0	0
31/03/12		£50	£59	£-9	£0	£0	£0	n/a	0	0
31/03/11		£224	£107	£117	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 14 years

fviti@alixpartners.com

020 7098 7400

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
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 works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

STYLIANOS FRAGKOS Appointed: 2021

DEREK JAMES HOLT Appointed: 2022

RUTH NUTMAN Appointed: 2022

SADIE FALCONER-BOWEN Appointed: 2024

TIMOTHY FRANK GRAY Appointed: 2021

TIMOTHY HENRY RAYNES ROBERTS Appointed: 2022

ALASTAIR BEVERIDGE (Chair) Appointed: 2014, Other trusteeship: ART & SOUL,

Legal constitution

Charity registered in England & Wales on 12/03/2010, number: 1134913

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

13 returns made; AR18: 9 days late, AR17: 1 days late, AR16: 16 days late,

Main office

AlixPartners
6 New Street Square
LONDON
EC4A 3BF

Objectives

SUBJECT AS AFORESAID AND SUBJECT TO THE POWER OF ACCUMULATION CONTAINED IN CLAUSE 5 HEREOF THE TRUSTEES SHALL PAY OR APPLY THE ANNUAL INCOME OF THE TRUST FUND TO SUCH CHARITY OR CHARITIES OR FOR SUCH CHARITABLE PURPOSE OR CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL

Data Sources