Finance Score: -2

Governance Score: 8

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +0

Overall GiG Score: 6

ROEHAMPTON TRUST LTD

a) The relief of poverty and financial hardship, either generally or individually, of people living in Roehampton, London by making grants of money for providing or paying for items, services or facilities.b) To develop the capacity and skills of the members of the socially and economically disadvantaged community of Roehampton.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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
On several occasions in recent years income has been 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
30/11/22		£9	£10	£0	n/a	n/a	n/a	n/a	n/a	0
30/11/21		£9	£7	£2	n/a	n/a	n/a	n/a	n/a	0
30/11/20		£5	£10	£-4	n/a	n/a	n/a	n/a	n/a	0
30/11/19		£0	£8	£-8	n/a	n/a	n/a	n/a	n/a	0
30/11/18	*	£15	£7	£8	£0	£0	£0	n/a	0	8
30/11/17		£9	£9	£0	£0	£0	£0	n/a	0	0
30/11/16		£16	£7	£8	£0	£0	£0	n/a	0	0
30/11/15		£1	£9	£-8	£0	£0	£0	n/a	0	0
30/11/14		£13	£4	£9	£0	£0	£0	n/a	0	0
30/11/13		£3	£4	£-1	£0	£0	£0	n/a	0	0
30/11/12		£8	£4	£3	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 12 years

https://www.roehamptonvoice.org/roehampton-tr

julie.mallett@cawandsworth.org

07858 621678

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
The Prevention Or Relief Of Poverty

GiG Classification

International poverty relief

How it operates

Makes Grants to Organisations
Provides human resources

Where it operates

Wandsworth,

Who it helps

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
Co-Operative Group - Grant to Roehampton Trust
£3,207	04/08/2017	To support a community development worker, who will work with local groups, drive activities and actively improve Roehampton.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 27-85

ANGUS JOHN ROBERTSON (Chair) Appointed: 2023, Occupation: Company Director

HARRIET JADE PLOWS Appointed: 2023, Occupation: Project Manager

IOWERTH MORGAN HARRIES Appointed: 2023, Occupation: Retired

KATIE SULLIVAN Appointed: 2023, Occupation: Company Director

SYMONE DAWN PLANNER Appointed: 2023, Occupation: Company Director

TIMOTHY RICHARD THOMAS MORRIS Appointed: 2011, Occupation: None

TATIANA TSVETANOVA DOBREVA Appointed: 2023, Occupation: Company Director

PAMELA HARRIS Appointed: 2011, Occupation: Retired, Other trusteeships: PEST HOUSES FUND, ROEHAMPTON PARISH TRUST,

ALAN HOUSDEN Appointed: 2011, Occupation: Community Transport Driver, Other trusteeships: THE FRESHWATER CAMP EQUIPMENT TRUST, ROEHAMPTON PARISH TRUST,

Legal constitution

Charitable company registered in England & Wales on 11/04/2012, number: 1146841
Registered at Companies House on 18/11/2010, number: 07444200

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Volunteer management

Filing Record

11 returns made; AR18: 21 days late,

Main office

Citizens Advice Bureau
Mount Clare
Minstead Gardens
Roehampton
London
SW15 4EE

Objectives

THE CHARITY'S OBJECTS (THE OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:(1) THE RELIEF OF POVERTY AND FINANCIAL HARDSHIP, EITHER GENERALLY OR INDIVIDUALLY, OF PEOPLE LIVING IN ROEHAMPTON, LONDON BY MAKING GRANTS OF MONEY FOR PROVIDING OR PAYING FOR ITEMS SERVICES OR FACILITIES.(2) TO DEVELOP THE CAPACITY AND SKILLS OF THE MEMBERS OF THE SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITY OF ROEHAMPTON IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY.(3) SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Data Sources