Finance Score: -3

Governance Score: 3

Support Score: 5

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3

Grant maker support: +5

Overall GiG Score: 5

THE NORMANDY MEMORIAL TRUST LTD

To facilitate the design and construction of a memorial in Normandy, France in tribute to the members of the British armed services and those who served directly with them who died during in the Normandy Campaign of 1944.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 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
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
30/06/23	£395	£851	£-456	n/a	n/a	n/a	n/a	n/a
30/06/22	£199	£735	£-536	n/a	n/a	n/a	n/a	n/a
30/06/21	£251	£248	£3	n/a	n/a	n/a	n/a	n/a
30/06/20	£8,216	£311	£7,904	£271	£29,992	£2,365	91.2	0
30/06/19	£2,271	£342	£1,929	£323	£22,088	£1,815	63.7	0
30/06/18	£121	£79	£42	£0	£0	£0	n/a	0
30/06/17	£20,150	£34	£20,116	£0	£20,116	£0	0.2	0

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Highest pay bracket: less than £60,000

Established: 8 years

www.normandymemorialtrust.org

info@normandymemorialtrust.org

02078280818

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

France,

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
Ministry of Defence - Financial Assistance/Support
£3,000,000	01/04/2020	. Banking fines - Treasury to direct to various Armed Forces causes.
Dulverton Trust - The British Normandy Memorial
£100,000	12/06/2019	The British Normandy Memorial
Ministry of Defence - Financial Assistance/Support
£2,500,000	01/04/2019	NOTE: Accrued Value FY 17-18. Banking fines - Treasury to direct to various Armed Forces causes.
Ministry of Defence - Financial Assistance/Support
£2,000,000	01/04/2019	NOTE: Accrued Value FY 17-18. Banking fines - Treasury to direct to various Armed Forces causes.
Ministry of Defence - Financial Assistance/Support
£6,000,000	01/04/2019	NOTE: Accrued Value FY 17-18. Banking fines - Treasury to direct to various Armed Forces causes.
Ministry of Defence - Financial Assistance/Support
£2,000,000	01/04/2019	NOTE: Accrued Value FY 17-18. Banking fines - Treasury to direct to various Armed Forces causes.
Ministry of Defence - Financial Assistance/Support
£3,750,000	01/04/2019	NOTE: Accrued Value FY 17-18. Banking fines - Treasury to direct to various Armed Forces causes.
Ministry of Defence - Financial Assistance/Support
£1,400,000	01/04/2019	NOTE: Accrued Value FY 17-18. Banking fines - Treasury to direct to various Armed Forces causes.
Ministry of Defence - Financial Assistance/Support
£1,500,000	01/04/2019	NOTE: Accrued Value FY 17-18. Banking fines - Treasury to direct to various Armed Forces causes.
Ministry of Defence - Financial Assistance/Support
£100,000	01/04/2017	Banking fines - Treasury to direct to various Armed Forces causes.
Ministry of Defence - Financial Assistance/Support
£250,000	01/04/2017	Banking fines - Treasury to direct to various Armed Forces causes.
Ministry of Defence - Financial Assistance/Support
£500,000	01/04/2017	Banking fines - Treasury to direct to various Armed Forces causes.
Ministry of Defence - Financial Assistance/Support
£2,000,000	01/04/2017	Banking fines - Treasury to direct to various Armed Forces causes.
Ministry of Defence - Financial Assistance/Support
£17,150,000	01/04/2017	NOTE: Accrued Value FY 17-18. Banking fines - Treasury to direct to various Armed Forces causes.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees: 45-77

GENERAL SIR PETER ANTHONY WALL Appointed: 2017 Occupation: Engineer

JOHN CONACHER HARRISON Appointed: 2022 Occupation: Solicitor

LORD AJAY KUMAR KAKKAR Appointed: 2022 Occupation: Professor Of Surgery, Other trusteeships: THE FARMINGTON TRUST LIMITED, FOUNDATION FOR SCIENCE AND TECHNOLOGY, UK BIOBANK LIMITED, THE CAPRICORN FOUNDATION, THE RAMSBURY MANOR FOUNDATION,

NICHOLAS NEWTON HENSHALL WITCHELL Appointed: 2016 Occupation: Broadcaster

BARONESS GABRIELLE LOUISE BERTIN Appointed: 2019 Occupation: Business Executive

LORD ROBIN BERRY JANVRIN Appointed: 2017 Occupation: House Of Lords

SIR MICHAEL DEREK VAUGHAN RAKE Appointed: 2017 Occupation: Company Director

DAVID FERGUS MCDONOUGH Appointed: 2017 Occupation: Strategic Communications Adviser, Other trusteeship: THE ST BENET'S TRUST,

LORD RICHARD DANNATT (Chair) Appointed: 2017 Occupation: Retired Military Officer, Other trusteeship: THE GLOUCESTER (1682) CHARITABLE TRUST,

LORD ARTHUR NICHOLAS WINSTON SOAMES Appointed: 2023 Occupation: Member Of Parliament, Other trusteeship: THE AMBER FOUNDATION,

Until recently, a Member of Parliament and holds various Directorships

Legal constitution

Charitable company registered in England & Wales on 30/08/2016, number: 1168973
Registered at Companies House on 02/06/2016, number: 10210480

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

7 returns made; all on time

Main office

56 WARWICK SQUARE
LONDON
SW1V 2AJ

Objectives

THE CHARITY'S OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING: TO PROMOTE GOOD CITIZENSHIP AMONGST THE PUBLIC AND TO PROMOTE THE EFFICIENCY OF THE ARMED FORCES OF THE CROWN BY CREATING A FITTING AND LASTING PERMANENT PUBLIC MEMORIAL IN NORMANDY, FRANCE TO THOSE MEMBERS OF THE BRITISH ARMED FORCES, INCLUDING MEMBERS OF OTHER SERVICES AND THOSE FROM THOSE NATIONS WHO FOUGHT DIRECTLY ALONGSIDE THEM, WHO GAVE THEIR LIVES IN THE LANDINGS ON D-DAY, 6TH JUNE 1944, AND IN THE ASSOCIATED AND SUBSEQUENT FIGHTING WHICH IS COLLECTIVELY KNOWN AS THE NORMANDY CAMPAIGN.

Data Sources