Finance Score: 2

Governance Score: 1

Support Score: 2

Strong growth: +2

Narrow trustee age band: -2
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 5

MOONDANCE FOUNDATION

The Moondance Foundation allocates funds to organisations for general charitable purposes. We focus donations in the following key areas, with a bias toward Wales, care for illness/crippling diseases, children, education, elderly, environmental and poverty.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has an endowment fund which generates all of its income
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

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
30/11/22	£32,219	£20,962	£11,257	£0	£371,988	£371,988	213	1
30/11/21	£77,329	£18,189	£59,140	£0	£485,391	£485,391	320.2	1
30/11/20	£43,512	£15,901	£27,610	£0	£418,035	£418,035	315.5	1
30/11/19	£39,984	£11,708	£28,276	£0	£309,713	£309,713	317.4	1
30/11/18	£37,532	£10,807	£26,726	£0	£274,867	£274,867	305.2	1
30/11/17	£34,235	£10,213	£24,022	£0	£228,369	£228,369	268.3	1
30/11/16	£34,032	£7,580	£26,452	£0	£203,127	£203,127	321.6	0
30/11/15	£29,888	£7,321	£22,567	£4	£151,794	£151,794	248.8	0
30/11/14	£28,137	£5,309	£22,829	£4	£99,655	£99,655	225.3	0
30/11/13	£37,422	£4,976	£32,446	£3	£78,798	£78,798	190	0
30/11/12	£20,775	£3,872	£16,904	£4	£42,235	£42,235	130.9	0
30/11/11	£38,692	£966	£37,725	£4	£21,972	£21,972	272.8	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 0%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 0%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 213 months
Net Current Assets/Spending: 52 months
Quick Ratio: 3.1

Asset Split ?

Established: 13 years

www.moondancefoundation.org.uk

moondancefoundation@gmail.com

000

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout Wales, United States,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

1 employee

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 - Forest Child
£9,900	06/01/2023	The funding will be used to run therapeutic outdoor sessions for women and families who have experienced domestic violence. The project aims to provide access to peer support and activities which ....more The funding will be used to run therapeutic outdoor sessions for women and families who have experienced domestic violence. The project aims to provide access to peer support and activities which benefit people's mental wellbeing.
Co-Operative Group - Grant to Forest Child CIC
£883	23/10/2021	We'd like to offer the required transport and resources to bring families who have survived domestic violence to woodland areas for forest school sessions.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 57-65

HENRY ALLEN ENGELHARDT CBE

ADRIAN ENGELHARDT Appointed: 2012, Occupation: None

DAMIEN ENGELHARDT Appointed: 2012, Occupation: None

DIANE BRIERE DE L'ISLE-ENGELHARDT OBE (Chair), Occupation: None

SHANNA BRIERE DE L'ISLE ENGELHARDT Appointed: 2016, Occupation: None

TARA GABRIELLA BRIERE DE L'ISLE ENGELHARDT Appointed: 2018, Occupation: None

LOUISA SCADDEN Appointed: 2010, Occupation: Public Relations, Other trusteeships: CARDIFF AND VALE CITIZENS ADVICE BUREAU, ARTS & BUSINESS CYMRU,

Legal constitution

Charitable company registered in England & Wales on 29/11/2010, number: 1139224
Registered at Companies House on 17/11/2010, number: 07442773

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

12 returns made; all on time

Main office

c/o Bevan Buckland Llp
Britannia House
Penny Lane
COWBRIDGE
Vale of Glamorgan
CF71 7EG

Objectives

SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

UNDEFINED.

Data Sources