Finance Score: 1

Governance Score: 2

Support Score: 0

Liabilities <10%: +3
Excess reserves: -4
Strong growth: +2

Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 3

THE JAGCLIF CHARITABLE TRUST

THE TRUST WILL DONATE FUNDS FOR THE BENEFIT OF A RANGE OFCHARITABLE PURPOSES AS THE TRUSTEES SEE FIT.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £69,926,455 available, equivalent to 52 months of spending and so may not be able to utilise additional funding

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	Volun- teers
30/06/22	£21,367	£16,171	£5,196	£0	£69,926	£69,926	51.9	72	0
30/06/21	£25,149	£10,895	£14,254	£0	£61,263	£61,263	67.5	72	0
30/06/20	£34,513	£7,413	£27,100	£0	£43,996	£43,996	71.2	61	0
30/06/19	£12,515	£12,419	£96	£0	£15,992	£15,992	15.5	0	0
30/06/18	£2,502	£4,944	£-2,442	£0	£15,893	£15,893	38.6	0	1
30/06/17	£1	£2,533	£-2,532	£0	£0	£0	n/a	0	0
30/06/16	£1	£1,035	£-1,033	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £300,000-£350,000
Liabilities/Assets: 7%
Liabilities/Income: 26%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 51.9 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.5

Asset Split ?

Established: 9 years

jagclif@mwam.com

02073162280

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

Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

72 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees:

CLAUDIA ALICIA WACE Appointed: 2020

ERNESTO FRAGOMENI Appointed: 2015

ROBERT BROWN Appointed: 2022

IAN GERALD PATRICK WACE (Chair) Appointed: 2015, Occupation: Hedge Fund Manager, Other trusteeship: ABSOLUTE RETURN FOR KIDS (ARK),

JOHN VINCENT Appointed: 2022, Occupation: Director, Other trusteeship: LEON FOUNDATION,

Legal constitution

Charity registered in England & Wales on 08/09/2015, number: 1163459

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

7 returns made; all on time

Main office

MARSHALL WACE ASSET MANAGEMENT
GEORGE HOUSE
131 SLOANE STREET
LONDON
SW1X 9AT

Objectives

FOR SUCH EXCLUSIVELY CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FITTHE TRUSTEES MUST USE THE INCOME AND MAY USE THE CAPITAL OF THE TRUST IN PROMOTING THE OBJECTS

Data Sources