Finance Score: -1

Governance Score: 9

Support Score: 10

Good reserves management: +3
Pension deficit: -1
Spending falling: -1
Multiple Deficits: -2

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

Large volunteer base +3
Overall weighted support: +7

Overall GiG Score: 18

THE ENGINEERING DEVELOPMENT TRUST

The Engineering Development Trust changed its legal status to a company limited by guarantee (company number 8879288) on 1st April 2014 and transferred all of the operations, assets and liabilities of the Charitable Trust (Charity number 1002459) to this new charity number (1156066) on that date.EDT is the largest provider of STEM enrichment activities for young people in the UK

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from multiple prominent grant makers recently
Reserves management has been consistently within official guidelines
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:

There is a pension deficit of £133,400
Spending has fallen significantly over the last 5 years relative to the previous period
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23	£2,960	£2,342	£618	£186	£1,614	£1,444	7.4	43	673
31/08/22	£1,987	£1,911	£76	£208	£1,052	£1,052	6.6	44	1,106
31/08/21	£1,697	£1,842	£-145	£197	£1,232	£1,232	8	47	1,177
31/08/20	£2,768	£2,794	£-26	£0	£1,146	£1,146	4.9	66	700
31/08/19	£3,220	£3,673	£-453	£0	£1,152	£1,152	3.8	70	1,599
31/08/18	£3,626	£4,090	£-464	£0	£1,518	£1,518	4.5	75	0
31/08/17	£3,889	£4,059	£-171	£0	£1,884	£1,884	5.6	113	0
31/08/16	£4,348	£4,343	£5	£0	£1,914	£1,914	5.3	116	0
31/08/15	£4,348	£4,332	£16	£124	£1,774	£1,774	4.9	74	0

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Financial Ratios

Fundraising Costs/Relevant Income: 10.9%
Fundraising Costs/Total Spending: 8%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 25%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 7.4 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.5

Asset Split ?

Balance Sheet History

Established: 11 years

http://www.etrust.org.uk/

info@etrust.org.uk

01707871504

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Professional associations

How it operates

Provides services

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Garfield Weston Foundation	£50,000
David & Elaine Potter Foundation	£35,800
Westminster Foundation	£9,800
WCIT Charity	£4,950

Specific Donations

Amount	When Months	To be used for
Sir George Martin Trust - Grant to EDT
£2,900	09/11/2023	Core costs for Youth Welfare & Education
Westminster Foundation - Small grant - Engineering Development Trust (EDT) - 02/03/2023
£9,800	03/02/2023 12	Primary School STEM Day Pilot
WCIT Charity - Grant for the Engineering Development Trust (EDT)
£4,950	25/05/2022	Funding for the development of an IT-focused module for the 'Routes into STEM' virtual course for young people aged 13-15 across the UK.
David & Elaine Potter Foundation - Industrial Cadets Pathway for Greater Manchester
£35,800	28/04/2022	To pilot a multi-programme approach for the Industrial Cadets programme with a number of partner schools in Manchester. The normal programme allows young people to gain accredited experiences, insights and exposure to STE(A)M careers and ....more To pilot a multi-programme approach for the Industrial Cadets programme with a number of partner schools in Manchester. The normal programme allows young people to gain accredited experiences, insights and exposure to STE(A)M careers and workplaces, helping to open their eyes to future opportunities and provides them with tools to succeed in the workplace. The young people involved are often only exposed to one activity or intervention through the programme. This pilot will test and evaluate whether a multi-programme approach significantly improves outcomes for the young people involved.
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£50,000	29/10/2021 24	Industrial Cadets Ambition
Heathrow Community Trust - developing online STEM engagement for Young People
£2,500	03/04/2020 6	developing STEM engagement activities for use in schools for children of key workers, and online for home schooling.
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£100,000	22/05/2019 24	Multi-Year Grant (2 Years) award
Bedfordshire and Luton Community Foundation - Grant to The Engineering Development Trust (EDT)
£3,865	23/05/2018 13	Mum and Daughter STEM experiences
Community Foundation Tyne & Wear & Nthmbrlnd - Support for six schools to take part in EES Year 3
£10,000	01/04/2017	Support for six schools to take part in EES Year 3
Community Foundation Tyne & Wear & Nthmbrlnd - Towards Support for six schools to take part in EES Year 2
£10,000	01/04/2016	Towards Support for six schools to take part in EES Year 2
Community Foundation Tyne & Wear & Nthmbrlnd - Support for six schools to take part in EES Year 1
£10,000	13/07/2015	Support for six schools to take part in EES Year 1
Dulverton Trust - Industrial Cadets
£75,000	11/06/2014	Industrial Cadets

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 28-62

DOMINIC WARING Appointed: 2023, Occupation: Business Executive

DR GEORGINA DIANE HARRIS Appointed: 2018, Occupation: Engineering Academic

HELEN LOUISE ANDERSON Appointed: 2022, Occupation: Head Of Business Improvements And Systems

IAIN DUNCAN KINNIS Appointed: 2023, Occupation: Retired

JONATHAN MARTIN BOLTON Appointed: 2021, Occupation: Consultant

JONATHAN SIMMONS Appointed: 2023, Occupation: Management Consultant

KATIE JANE MAWDSLEY Appointed: 2024, Occupation: Consultant

MARY LOUISE POOLEY Appointed: 2018, Occupation: Senior Civil Servant

OLIVIER USHER Appointed: 2023, Occupation: Head Of Research

PAUL ALAN SENIOR Appointed: 2021, Occupation: Head Of Industry And Supply Chain

PROFESSOR ELENA MARIA RODRIGUEZ-FALCON (Chair) Appointed: 2021, Occupation: Deputy Vice-Chancellor

ROBYN VINCENT Appointed: 2023, Occupation: Head Of External Affairs And Development

Legal constitution

Charitable company registered in England & Wales on 07/03/2014, number: 1156066
Registered at Companies House on 06/02/2014, number: 08879288

Gift Aid

Registered with HMRC for Gift Aid

Event History

04/06/2015 - Asset transfer in from THE ENGINEERING DEVELOPMENT TRUST
06/03/2023 - Asset transfer in from THOMAS GERALD GRAY CHARITABLE TRUST

Policies in force

Bullying and harassment policy and procedures
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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

9 returns made; all on time

Recent reorganisation events:

Asset transfer in from THOMAS GERALD GRAY CHARITABLE TRUST on 06/03/2023

Main office

WELTECH CENTRE
RIDGEWAY
WELWYN GARDEN CITY
HERTFORDSHIRE
AL7 2AA

Objectives

THE OBJECTS OF THE COMPANY ARE, FOR CHARITABLE PURPOSES, THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT INCLUDING (WITHOUT LIMITATION) BY THE PROMOTION OF THE STUDY OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS AMONGST YOUNG PEOPLE AND THE FURTHERANCE OF ANY OTHER CHARITABLE ACTIVITIES FOR THE ADVANCEMENT OF EDUCATION AS THE DIRECTORS THINK FIT.

Data Sources

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