Finance Score: 0

Governance Score: 3

Support Score: 1

No PartB

Good trustee age range: +3

Grant maker support: +1

Overall GiG Score: 4

THE ROYAL ALBERT DOCK LIVERPOOL CHARITABLE FOUNDATION

The objects of the charity are ; To advance the education of the public in general and in particular the education of children and young people utilising the range of expertise and resources available at the Albert Dock;

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Spending has increased over the last 3 years relative to the previous period, despite a decline more recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 10 years

http://albertdockcharity.org.uk/

administrator@albertdockcharity.org.uk

01517060676

Charity Commission for England and Wales

Tweets

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
31/03/23	£25	£19	£7	n/a	n/a	n/a	n/a	n/a
31/03/22	£24	£19	£5	n/a	n/a	n/a	n/a	n/a
31/03/21	£0	£9	£-9	n/a	n/a	n/a	n/a	n/a
31/03/20	£38	£22	£16	n/a	n/a	n/a	n/a	n/a
31/03/19	£19	£18	£1	n/a	n/a	n/a	n/a	n/a
31/03/18	£19	£13	£6	£0	£0	£0	n/a	0
31/03/17?	£0	£2	£-2	£0	£0	£0	n/a	0
31/10/16?	£10	£8	£2	£0	£0	£0	n/a	0
30/09/15	£5	£5	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
General Charitable Purposes
Recreation

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Knowsley, Liverpool City, Sefton, St Helens, Wirral,

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
National Lottery Community Fund - Albert Dock Work Placement Scheme
£10,000	09/10/2019 12	Albert Dock Work Placement Scheme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-77

HELEN MARGARET ROBERTS Appointed: 2019, Occupation: General Manager

JEFFREY DUN Appointed: 2016

JAMES MICHAEL HERNANDEZ Appointed: 2020, Occupation: Administrator

SEAN MORRISON Appointed: 2022, Occupation: Estate Manager

AMY LOUISA DE JOIA Appointed: 2016, Occupation: Museum Consultant, Other trusteeship: P H HOLT FOUNDATION,

DAVID WREN ROSCOE Appointed: 2014, Occupation: Retired, Other trusteeship: SEFTON COUNCIL FOR VOLUNTARY SERVICE,

DR CRISPIN ALEXANDER PAILING (Chair) Appointed: 2014, Occupation: Rector Of Liverpool, Other trusteeships: THE MOLYNEUX AND WARBRICK CHARITY, THE ROYAL LIVERPOOL SEAMEN'S ORPHAN INSTITUTION, THE RIMMER MEMORIAL CHARITABLE TRUST, THE VIRGINIE KEULEYAN CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 17/10/2014, number: 1158898
Registered at Companies House on 16/10/2014, number: 09267930

Gift Aid

NOT registered with HMRC for Gift Aid

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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

9 returns made; all on time

Main office

431 THE COLONNADES
ALBERT DOCK
LIVERPOOL
L3 4AG

Objectives

THE OBJECTS OF THE CHARITY ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:(1) TO ADVANCE THE EDUCATION OF THE PUBLIC IN GENERAL AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) THE EDUCATION OF CHILDREN AND YOUNG PEOPLE UTILISING THE RANGE OF EXPERTISE AND RESOURCES AVAILABLE AT THE ALBERT DOCK;(2) TO PROMOTE FOR THE BENEFIT OF THE INHABITANTS OF MERSEYSIDE AND THE SURROUNDING AREA THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS;(3) FOR THE PUBLIC BENEFIT, SUCH CHARITABLE PURPOSE OR PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE FROM TIME TO TIME.

Data Sources