Finance Score: -5

Governance Score: -7

Support Score: 0

Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

2 Trustees: -2
Narrow trustee age band: -2
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -12

UPSTREAM CHARITABLE TRUST

Grant maker

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 2 trustees
The Board composition appears to be very static and has little diversity 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
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile and on several occasions in recent years 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
31/12/22		£0	£11	£-11	n/a	n/a	n/a	n/a	n/a
31/12/21		£0	£15	£-15	n/a	n/a	n/a	n/a	n/a
31/12/20		£0	£8	£-8	n/a	n/a	n/a	n/a	n/a
31/12/19		£71	£9	£61	n/a	n/a	n/a	n/a	n/a
31/12/18		£0	£26	£-26	£0	£0	£0	n/a	0
31/12/17		£0	£138	£-138	£0	£0	£0	n/a	0
31/12/16		£60	£15	£45	£0	£0	£0	n/a	0
31/12/15	*	£215	£1	£214	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 9 years

upstreamcharitabletrust.org.uk

01213233236

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

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 (2)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-50

PAUL GILMOUR (Chair) Appointed: 2015, Occupation: Project Manager, Other trusteeships: THE SECOND QUOTHQUAN CHARITABLE TRUST, THE ALFRED HAINES CHARITABLE TRUST, SCOUT ASSOCIATION COUNTY OF BIRMINGHAM, WIDE HORIZONS,

PHILIPPA GILMOUR Appointed: 2015, Occupation: Civil Servant, Other trusteeship: HARVEST FIELDS CENTRE LTD,

Legal constitution

Charitable company registered in England & Wales on 25/02/2015, number: 1160627
Registered at Companies House on 18/02/2015, number: 09446148

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

8 returns made; AR15: 44 days late,

Main office

dale farm
Worcester Lane
B75 5PR

Objectives

TO PROMOTE AND SUPPORT 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