Finance Score: -2

Governance Score: -2

Support Score: 0

Liabilities <10%: +3
Excess reserves: -2
Strong growth: +2
Multiple Deficits and declines: -5

No conflicts policy: -1
Only 4 Trustees: -1
Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

THE BEAVERBROOKS CHARITABLE TRUST

The charity's main objectives are:To provide aid and support to a broad spectrum of charities which includes and covers education, welfare, health, mentoring and self-development, Jewish and Israeli charities and the community as a whole.To enable the employees of Beaverbrooks The Jewellers Ltd. to support their local charities both in terms of fund raising and the giving of their time.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy
There are only 4 trustees
The Board composition appears to be rather static

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,749,925 available, equivalent to 24 months of spending and so may not be able to utilise additional funding
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
28/02/23		£803	£2,357	£-1,554	£0	£4,750	£4,750	24.2	0	0
28/02/22?		£443	£1,483	£-1,039	n/a	n/a	n/a	n/a	n/a	0
30/04/21		£364	£1,403	£-1,039	n/a	n/a	n/a	n/a	n/a	0
30/04/20		£1,888	£1,851	£37	£0	£8,383	£8,383	54.4	0	20
30/04/19		£1,006	£988	£18	£0	£8,346	£8,346	101.3	0	0
30/04/18		£1,047	£1,010	£37	£0	£8,328	£8,328	98.9	0	0
30/04/17		£1,132	£1,176	£-44	£0	£8,291	£8,291	84.6	0	0
30/04/16		£672	£590	£82	£0	£8,335	£8,335	169.6	0	0
30/04/15		£676	£388	£288	£0	£8,252	£8,252	255.1	0	0
30/04/14		£164	£332	£-168	£0	£0	£0	n/a	0	0
30/04/13	*	£5,474	£250	£5,224	£0	£8,132	£8,132	390.3	0	0
30/04/12	*	£3,116	£208	£2,908	£5	£2,908	£2,908	167.7	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 24.2 months
Net Current Assets/Spending: 0 months
Quick Ratio: INF

Asset Split ?

Established: 13 years

Charitable.Trust@beaverbrooks.co.uk

01253721262

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

ANNA BLACKBURN Appointed: 2015

PAUL HOLLY Appointed: 2018

SUSIE NICHOLAS Appointed: 2015

MARK ISAAC ADLESTONE OBE DL (Chair) Appointed: 2011, Other trusteeship: THE GREATER MANCHESTER HIGH SHERIFF'S POLICE TRUST,

Legal constitution

Charity registered in England & Wales on 13/07/2011, number: 1142857

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

12 returns made; AR13: 182 days late, AR12: 274 days late,

Main office

ADELE HOUSE
PARK ROAD
ST. ANNES-ON-SEA
LANCASHIRE
FY8 1RE

Objectives

TO BENEFIT SUCH CHARITABLE PURPOSES AND REGISTERED CHARITIES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Data Sources