Finance Score: -4

Governance Score: 1

Support Score: 2

Reasonable growth: +1
Volatile income & significant deficit in latest year: -5
No PartB

Only 3 Trustees: -2
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: -1

THE VALIANT CHARITABLE TRUST

The Trustees meet regularly to decide on the grants they wish to make.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 3 trustees

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 recently and was significantly lower than spending in the latest year

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
05/04/23		£373	£1,290	£-917	n/a	n/a	n/a	n/a	n/a
05/04/22		£697	£421	£276	£0	£5,842	£5,842	166.4	0
05/04/21		£483	£380	£103	n/a	n/a	n/a	n/a	n/a
05/04/20		£601	£336	£265	£0	£4,171	£4,171	148.8	0
05/04/19		£2,579	£764	£1,815	£0	£4,462	£4,462	70.1	0
05/04/18		£659	£444	£215	£12	£2,465	£2,465	66.6	0
05/04/17		£559	£51	£507	£0	£2,221	£2,221	519.9	0
05/04/16		£274	£208	£66	£0	£0	£0	n/a	0
05/04/15		£528	£350	£177	£23	£1,483	£1,483	50.8	0
05/04/14		£27	£522	£-495	£0	£0	£0	n/a	0
05/04/13		£517	£127	£390	£14	£1,661	£1,661	156.4	0
05/04/12		£246	£64	£182	£0	£0	£0	n/a	0
05/04/11	*	£1,054	£32	£1,021	£12	£1,021	£1,021	377.3	0

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Highest pay bracket: less than £60,000

Established: 14 years

cameron.crees@collyerbristow.com

02074704407

Charity Commission for England and Wales

Listed activities

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

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Work and Pensions - GOOD GUYS
£12,352	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Gender Split

LADY VALERIE DIANA DIXON (Chair)

MR ROGER WOOLFE, Other trusteeship: ANISH KAPOOR FOUNDATION,

PAUL THOMAS CLIFFORD BRENHAM MBE, DL

Legal constitution

Charity registered in England & Wales on 05/05/2010, number: 1135810

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

13 returns made; AR11: 41 days late,

Main office

Collyer Bristow LLP
St Martin's Court
10 Paternoster Court
London
EC4M 7EJ

Objectives

(1) THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THEM IN SUCH PROPORTIONS AND IN SUCH MANNER IN ALL RESPECTS FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.(2) PROVIDED THAT THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY ONE 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 OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY 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.(3) PROVIDED FURTHER THAT NOTWITHSTANDING ANYTHING CONTAINED IN THIS DEED NO PART OF THE TRUST FUND OR THE INCOME THEREOF SHALL BE PAID OR APPLIED OTHERWISE THAN FOR EXCLUSIVELY CHARITABLE PURPOSES.

Defined Area of Benefit:

UNDEFINED.

Data Sources