Finance Score: 0
Governance Score: 1
Support Score: 0
  • Spending falling: -1
  • but now stabilising: +1
  • No PartB
  • No conflicts policy: -1
  • Dynamic board: +3
  • Mainly male board: -1
  • Large volunteers +3
Overall GiG Score: 4 ?

INTERNATIONAL FISCAL ASSOCIATION UK CONGRESS TRUST

Advancing the education of the public in international taxation in such ways as the trustees think fit including: organising congresses of the International Fiscal Association in the UK; promoting discussion of international tax matters at the same; providing financial assistance to UK tax academics to attend the same; promoting dissemination of knowledge generated by the same.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • The Board is predominantly male

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

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
31/12/23£12£5£7n/an/an/an/an/an/a
31/12/22£11£4£7n/an/an/an/an/an/a
31/12/21£3£2£1n/an/an/an/an/an/a
31/12/20£0£4£-4n/an/an/an/an/an/a
31/12/19£3,201£3,068£133£0£264£2641016
31/12/18*£5£86£-81n/an/an/an/an/an/a
31/12/17£6£14£-8n/an/an/an/an/an/a
31/12/16£6£112£-106n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Balance Sheet History
Established: 9 years

07802804403

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
GiG Classification
  • Scientific research and testing services
How it operates
  • Makes grants to individuals
  • Makes grants to organisations
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,
Who it helps
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

  • DAVID ASHLEY GREENBANK Appointed: 2022
  • JEFFREY GRAHAM CONNELL Appointed: 2021
  • JOY ELISABETH SVASTI-SALEE (Chair) Appointed: 2017
  • OLIVER CHARLES DAVIDSON Appointed: 2015
  • PHILIP WOOLF BAKER KC Appointed: 2022
  • ROLAND ALEXANDER JUPP SOLICITOR Appointed: 2019
Legal constitution
  • Charity registered in England & Wales on 02/07/2015, number: 1162512
Gift Aid
  • NOT registered with HMRC for Gift Aid
Event History
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
Filing Record
8 returns made; AR18: 11 days late,
Main office

11 Ellwood Road
BEACONSFIELD
Buckinghamshire
HP9 1EN

Objectives

THE OBJECTS OF THE CIO ARE TO ADVANCE, FOR THE PUBLIC BENEFIT:1 THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF INTERNATIONAL TAXATION IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING (BUT NOT LIMITED TO):1.1 BY ORGANISING SUCH INTERNATIONAL TAX CONGRESSES OF THE INTERNATIONAL FISCAL ASSOCIATION AS ARE FROM TIME TO TIME HELD IN THE UNITED KINGDOM;1.2 BY PROMOTING THE DISCUSSION OF INTERNATIONAL TAX MATTERS BETWEEN REPRESENTATIVES OF INDUSTRY, THE PROFESSIONS, TAX ADMINISTRATIONS, INTERNATIONAL ORGANISATIONS AND ACADEMIA THROUGH THE HOLDING OF SUCH CONGRESSES WITH A VIEW TO ENHANCING PUBLIC UNDERSTANDING OF SUCH MATTERS;1.3 BY PROVIDING FINANCIAL ASSISTANCE TO ENCOURAGE THE PARTICIPATION OF MEMBERS OF ACADEMIC INSTITUTIONS IN THE UNITED KINGDOM AT SUCH CONGRESSES;1.4 BY PROMOTING THE DISSEMINATION IN THE UNITED KINGDOM OF THE KNOWLEDGE GENERATED BY SUCH CONGRESSES SO THAT IT IS MORE WIDELY AVAILABLE FOR THE PUBLIC BENEFIT;1.5 BY PROVIDING FINANCIAL SUPPORT TO OTHER CONFERENCES HELD IN THE UNITED KINGDOM TO DISCUSS INTERNATIONAL TAX MATTERS WITH A VIEW TO ENHANCING THE PUBLIC UNDERSTANDING OF SUCH MATTERS;1.6 BY ENCOURAGING ACADEMIC STUDIES AND SCHOLARSHIP ACHIEVEMENTS IN THE FIELD OF INTERNATIONAL TAXATION AND THE PUBLICATION OF WORK GENERATED BY SUCH ACTIVITIES; AND1.7 BY SUPPORTING THE EDUCATIONAL WORK OF THE INTERNATIONAL FISCAL ASSOCIATION IN THE FIELD OF INTERNATIONAL TAXATION FOR THE PUBLIC BENEFIT; AND2 OTHER SUCH PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE CHARITY TRUSTEES SHALL DETERMINE.

Data Sources

Charity Commission for England and Wales

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