Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE WILLISON FOUNDATION CHARITABLE TRUST

First call for applications for grants issued September 2017. Applications received and assessed. January 2018: First awards made to successful applicants.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been 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
05/04/23	*	£0	£34	£-34	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£0	£1	£-1	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£0	£19	£-19	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£0	£26	£-26	n/a	n/a	n/a	n/a	n/a
05/04/18		£302	£22	£280	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 7 years

https://willisoncharitabletrust.org/

secretary@willisoncharitabletrust.org

07734679074

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

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's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

PROFESSOR WARWICK GOULD FRSL Appointed: 2016

DR HAZEL TUBMAN Appointed: 2020

DR SARAH TYACKE Appointed: 2016

EDWARD MAGGS Appointed: 2017

PROFESSOR SIMON ELIOT Appointed: 2016

PROFESSOR DAVID JOHN MCKITTERICK (Chair) Appointed: 2017, Other trusteeships: THE NATIONAL MANUSCRIPTS CONSERVATION TRUST, THRIPLOW CHARITABLE TRUST, THE WORDSWORTH TRUST, CAMBRIDGE HANDEL OPERA COMPANY,

PROFESSOR JAMES RAVEN Appointed: 2020, Other trusteeships: THE BIBLIOGRAPHICAL SOCIETY, THE CAMBRIDGE BIBLIOGRAPHICAL SOCIETY, THE LINDEMANN FELLOWSHIP ADMINISTRATIVE TRUST,

Legal constitution

Charity registered in England & Wales on 15/12/2016, number: 1170782

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

6 returns made; AR23: 5 days late, AR22: 1 days late, AR21: 4 days late, AR20: 10 days late, AR19: 5 days late,

Main office

UNIVERSITY OF LONDON
260 SENATE HOUSE
MALET STREET
LONDON
WC1E 7HU

Objectives

TO PAY OR APPLY THE CAPITAL AND INCOME HELD BY THE TRUST TO OR TOWARDS OR FOR THE BENEFIT OR FURTHERANCE OF SUCH CHARITABLE EDUCATIONAL PURPOSES OR CHARITABLE EDUCATIONAL ORGANISATIONS (WHETHER CORPORATE OR UNINCORPORATED) AT SUCH TIME, IN SUCH MANNER AND IN SUCH PROPORTIONS AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Data Sources