Finance Score: 7

Governance Score: -4

Support Score: 0

Liabilities <10%: +3
Large legacies income: +2
Strong growth: +2

Static board: -3
Mainly male board: -1

No supporters identified

Overall GiG Score: 3

THE KILDARE TRUST

To provide financial support to charities within the Worcestershire area

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received more than half of its income from legacies in recent years
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
The Board is predominantly male
The Board composition appears to be rather static

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end but spending has been increasing rapidly

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		£5,364	£4,227	£1,137	£0	£6,903	£6,903	19.6	0
05/04/22		£4,933	£617	£4,316	£0	£6,080	£6,080	118.2	0
05/04/21		£23	£1,477	£-1,454	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£2,723	£1,085	£1,639	£0	£2,645	£2,645	29.3	0
05/04/19		£247	£243	£5	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£177	£177	£0	£0	£0	£0	n/a	0
05/04/17		£178	£45	£134	£0	£0	£0	n/a	0
05/04/16		£213	£352	£-138	£0	£0	£0	n/a	0
05/04/15		£28	£213	£-185	£0	£0	£0	n/a	0
05/04/14	*	£25	£42	£-17	£0	£0	£0	n/a	0
05/04/13		£1,302	£203	£1,099	£2	£1,125	£1,125	66.6	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: 19.6 months
Net Current Assets/Spending: 8 months
Quick Ratio: 248.2

Asset Split ?

Established: 12 years

louise.ruane@kildaretrust.org.uk

07812743485

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ANTHONY NIMROD CHAMPION Appointed: 2012

DAWN EMMA OLIVER Appointed: 2012

GEOFFREY PROBERT Appointed: 2019

MARTIN NEEDHAM Appointed: 2012

IAN JAMES CROCKATT SMITH Appointed: 2017, Other trusteeships: QUEEN ELIZABETH ALMSHOUSES, THE ROWLANDS TRUST,

Legal constitution

Charity registered in England & Wales on 27/07/2012, number: 1148325

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

11 returns made; AR20: 220 days late, AR18: 9 days late, AR14: 69 days late,

Main office

c/o PEAR TREE COTTAGE
YARRINGTON ROAD
ALFRICK
WORCESTER
WR6 5EX

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT

Data Sources