Finance Score: -4

Governance Score: 9

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

BRITISH TRIATHLON FOUNDATION TRUST

Using the engaging sport of triathlon we encourage children to become more active, improving their health, developing their social skills, increasing self esteem and nurturing good habits such as commitment, discipline and respect.Delivered through schools, large sporting events and family friendly festivals, these swim-bike-run based participation events are free for children, aged 7-13.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and 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
Spending has fallen significantly over the last 5 years relative to the previous period
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	Volun- teers
31/03/23		£12	£5	£6	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£13	£12	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£85	£93	£-8	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£253	£276	£-23	n/a	n/a	n/a	n/a	n/a	600
31/03/19		£234	£257	£-23	n/a	n/a	n/a	n/a	n/a	600
31/03/18		£289	£300	£-11	£0	£0	£0	n/a	0	0
31/03/17		£363	£369	£-6	£0	£0	£0	n/a	0	0
31/03/16		£386	£336	£50	£0	£0	£0	n/a	0	0
31/03/15		£289	£282	£7	£0	£0	£0	n/a	0	0
31/03/14		£244	£246	£-2	£0	£0	£0	n/a	0	0
31/03/13	*	£49	£28	£21	£0	£0	£0	n/a	0	0
31/03/12?		£0	£1	£-1	£0	£0	£0	n/a	0	0
31/05/11	*	£5	£1	£5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 14 years

www.triathlontrust.org

contact@triathlontrust.org

01509226161

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for females

How it operates

Other charitable activities
Provides services
Sponsors or undertakes research

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
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
National Lottery Community Fund - Tri Trust Space to Earth School Challenge
£10,000	16/03/2016 12	Organisation will use the grant to deliver a programme of activities that inspire children to complete a 'Space to Earth Challenge'. This will engage children in learning about science and space ....more Organisation will use the grant to deliver a programme of activities that inspire children to complete a 'Space to Earth Challenge'. This will engage children in learning about science and space travel whilst increasing participation in physical activities.
Robertson Trust - the Inspiring Healthy Communities in Dumfries and Galloway Project
£10,000	28/02/2015	the Inspiring Healthy Communities in Dumfries and Galloway Project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-61

CATHERINE WYNNE ROBERTS Appointed: 2023, Occupation: Chief Executive

GARY ADEY (Chair) Appointed: 2021, Occupation: Company Director

GIORGIO CALI Appointed: 2023, Occupation: Investment Banker

PATRICK CRAIG Appointed: 2023, Occupation: Head Of Health And Wellbeing

RUTH DANIELS Appointed: 2024, Occupation: Chief Executive Officer

STEPHEN PAIGE Appointed: 2023, Occupation: Chief Executive

TERRI ANN LYNAM Appointed: 2023, Occupation: Marketing Director

STEPHEN GRAHAM RICE Appointed: 2019, Occupation: Chief Operating Officer

DEBBIE ELIZABETH CLARKE CH MCSI Appointed: 2019, Occupation: Director, Other trusteeships: Child's i Foundation, CHARTERED INSTITUTE FOR SECURITIES & INVESTMENT FUTURE FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 27/09/2010, number: 1138183
Registered at Companies House on 17/05/2010, number: 07255704

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

13 returns made; AR13: 41 days late, AR11: 40 days late,

Main office

Michael Pearson East
The British Triathlon Federation
1 Oakwood Drive
LOUGHBOROUGH
Leicestershire
LE11 3QF

Objectives

THE OBJECTS OF THE FOUNDATION ARE FOR THE PUBLIC BENEFIT:1. TO PROMOTE OR ASSIST IN PROMOTING COMMUNITY PARTICIPATION IN HEALTHY RECREATION BY PROVIDING FACILITIES FOR TRIATHLON AND OTHER SPORTS (FACILITIES MEANS ORGANISING SPORTING ACTIVITIES, EQUIPMENT, BUILDINGS AND LAND);2. TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THOSE FOR WHOM THE FACILITIES ARE PROVIDED;3. TO ADVANCE AND ASSIST IN ADVANCING EDUCATION; 4. TO PRESERVE AND PROTECT HEALTH; 5. TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY. FOR THE PURPOSE OF THIS CLAUSE SOCIALLY EXCLUDED MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, DISABILITY, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER RE-ASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS; CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY);6. TO PROMOTE ANY OTHER PURPOSE WHICH IS CHARITABLE .THROUGHOUT THESE ARTICLES A CHARITABLE PURPOSE IS A PURPOSE THAT IS REGARDED AS CHARITABLE IN THE LAWS OF EVERY PART OF THE UNITED KINGDOM AND THE TERM CHARITABLE IS TO BE INTERPRETED IN ACCORDANCE WITH THE LAWS OF EVERY PART OF THE UNITED KINGDOM.

Defined Area of Benefit:

THE UNITED KINGDOM.

Data Sources